Glad this summer gave us a great dip to buy!
Palantir $PLTR hits new all-time high, eclipsing the prior high set in November 2025 📈 📈
⚡️EVERYONE KNOWS ABOUT THE ENERGY SUPERCYCLE…
But their attention is on generation when they should be focused on delivery!
The US needs 150GW+ of new grid capacity by 2030. That’s roughly 12% of the entire existing fleet, added in 3.5 years, onto infrastructure built in the 1950s.
Transformer lead times have stretched from 30 months to 5 years.
Electrical equipment is under 10% of a data center’s build cost but the entire reason hyperscalers can’t get connected
$GEV walked into Q2 with a $176B backlog
$ETN raised guidance and ripped 13% while the rest of the group sold off
$PWR posted a record $9.56B quarter
One layer down, the real chokepoint is grain-oriented electrical steel (GOES) & it’s close to a single-producer market!
⚠️Worth flagging the other side: only about 5GW of the 12GW in announced 2026 data center capacity is under construction.
If announcements don’t convert to real load, this decompresses fast & ugly!
Next real test comes Oct 29th, when $PWR reports Q3
👇Inside the FREE full piece: 3 tiers, the “Wave One vs Wave Two” framework, 6 thesis breakers and the catalyst calendar through November.
mastermobx.substack.com/p/mo…
Are we all buying $AMD now that @SemiAnalysis_ came out with another bs hit piece?
Just take a look at their hit on $NVDA from a couple days ago….look how that turned out🤣
BREAKING NEWS: AMD middle managers are wasting over 20+ engineers’ time trying to grow their fiefdoms & get promotions on a useless side project called their “ATOM Inference Engine,” instead of spending that effort on inference engines that actual customers like Meta/xAI actually use, such as SGLang/vLLM.
Dozens of AMD engineers, including principal engineers and AMD Fellows, have reached out to us privately about how, due to office politics and backing from a subset of middle managers at AMD, they are prevented from talking internally about their concerns over middle management wasting 20+ full-time engineers’ time on a side project with basically no customers. The engineers on this side project are 10x engineers and instead should be working on customer engines like vLLM/SGLang.
The middle managers will try to cope by referencing the singular customer that uses it in prod, Alibaba on Qwen, but when digging deeper, it is just a side-business enterprise unit deploying ATOM in a limited capacity instead of the main Qwen business unit.
It is incredibly disrespectful to AMD engineers for AMD management to pull resources & limited internal GPU R&D dev clusters away from engineers supporting customers on production engines like vLLM/SGLang to spend them on growing their fiefdoms & playing office politics.
Make Or Break ⚡️ retweeted
Citadel Securities got EXACTLY what they wanted today
Well done.
Nicely played, humans get triggered easily.
SO IF THE FED DOES NOT RAISE RATES TOMORROW, WE SHOULD GET A RIP HIGHER
Citadel then wins on both sides.
You are being played.
Hmmm now why would a hedge fund that has bought retail trading data from Robinhood be announcing something like this? 🤔🤔🤔
I’m sure Citadell just wants to see us all make money because they care about us right.…right?
Make Or Break ⚡️ retweeted
BREAKING: Tucker Carlson is calling for Nuremberg-style trials for President Trump and politicians who support Section 219 of the NDAA.
Make Or Break ⚡️ retweeted
I know what kills every position I own before I buy it.
Most people find out on the way down and call it a surprise.
Write down what has to break. If it doesn’t break, you’re not allowed to sell. A better bet is the only exception.
Macro doesn’t get a pass. It’s an input. Rates, wars, oil. If it changes the cash flows, that’s a break. If it just changes the mood, that’s a sale you’ll regret.
All the great news in the world can’t seem to save $NOK
Who’s still holding??
Right on queue
xitter.cf/hormuzletter/status/20…
Replying to @KobeissiLetter
Expect America to hit more of Irans infrastructure & Iran to retaliate against GCC infrastructure
What profit are people taking on $NOK ???
Nothing but positive catalysts and stock just shitting the bed
Make Or Break ⚡️ retweeted
Let’s get this on record, on behalf of ALL American citizens…
ANY Senator, or Congress member that votes IN FAVOR of NDAA Section 219, is actually party to literal TREASON and should be tried as such.
Make Or Break ⚡️ retweeted
The two most common mistakes I keep seeing:
1. Not averaging up to protect a pretty %.
Example: Current share price: $30
- 10 shares @ $10 avg cost = $300 value, +$200 profit (+200%)
- 15 shares @ $12 avg cost = $450 value, +$270 profit (+150%)
Which would you rather?
2. Thinking your entry price matters.
You wake up tomorrow with amnesia and discover you own a stock trading at $30.
You have two choices: keep the share worth $30 or sell it and take the $30 cash.
Whether you originally paid $10 or $50 changes neither choice. It doesn’t change today’s value, the future upside or what else you could do with the money. It only changes the P&L number on your screen.
Until you understand these two mistakes, you’re relying on luck.
🚨 BREAKING $UAMY Short interest hits an all time high, jumping 9.04% to 34.2M shares.
26.25% of the float is now sold short. 😳
Are we about to see an @elonmusk + @tim_cook + @DarioAmodei collab??
The enemies of my enemy are my friends?!?🤔
🚨 BREAKING: Apple is suing OpenAI for stealing trade secrets
APPLE: OpenAI “deliberately and systematically” stole confidential info from Apple employees
Chang Liu (ex-Apple engineer) kept his Apple laptop, found “bug” to access Apple cloud storage
Liu: “LOL, I found out I can access the [network storage], so funny”
>downloaded confidential files WHILE working at OpenAI
Tang Tan 24 YEARS at Apple
>VP of iPhone and Watch design
>now OpenAI’s Chief Hardware Officer
Tan used Apple codenames to extract info from Apple employees interviewing at OpenAI
Tan told candidates to bring “actual parts” (batteries, logic boards) for “show and tell”
Tan circulated Apple offboarding doc to teach OpenAI hires to dodge Apple’s exit security
>400+ Apple employees POACHED
Apple emailed OpenAI about it in February
>OpenAI never responded
Filing says OpenAI’s hardware business is “rotten to its core” and this is “the tip of the iceberg.”
(Jony Ive mysteriously not named)
Apple is suing OpenAI for stealing everything
Demands jury trial
We should know the drill by now.
Start with extreme posturing over the weekend.
Come Sunday night/Monday morning give hints of “good news”
Before Tuesday morning’s market open completely back track & TACO 🌮
Make Or Break ⚡️ retweeted
🚨Account Giveaway🚨
1x 50k LucidFlex Eval
🔢Rules:
1. Follow me and @TradingLucid
2. Comment: turbo
3. Like + repost
lucidtrading.com/ref/Alex
Make Or Break ⚡️ retweeted
If trading was easy, everyone would be doing it.
Lock in, treat this like a business and FOLLOW your rules.























