Production Manager and Environmentalist. Pirate & Hippie Soul
München, Deutschland
- Tweets 10,038
- Following 340
- Followers 118
- Likes 7,934
simon guthred🪣 retweeted
There is so much misinformation being spread about what’s actually happening in Spain:
1) Migrants are not swimming or taking boats to Spain’s mainland. Ceuta is a Spanish enclave on Morocco’s northern coast.
2) This is a coordinated effort by Morocco’s government, seen in the video below transporting migrants in trucks to Ceuta.
Morocco’s government aligns with Israel and the US, so these efforts most likely aim to punish Spain for supporting Palestine and opposing the US and Israel’s war against Iran.
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simon guthred🪣 retweeted
It's now been 17 days since Leopold released his newest trades
So far, they've been crushing
Here's the performance since they came out
1. Sandisk $SNDK: +33%
2. Nebius Group $NBIS (released on May 27th): +6.8%
3. T1 Energy $TE: +57%
4. Bloom Energy $BE: +8%
5. CorewWeave $CRWV: +2%
6. Core Scientific $CORZ: +17%
7. Iren $IREN: +20%
8. Applied Digital $ALPD: +9%
9. Riot Platforms $RIOT: +16%
10. CleanSpark $CLSK: +24%
11. Solaris Energy $SEI: +2%
12. Bitdeer Tech $BTDR: +46%
13. Keel Infrastructure $KEEL: +43%
Pretty insane numbers.
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simon guthred🪣 retweeted
“Korea is a memory trade. Taiwan is a foundry trade. Japan is an economy trade, with an AI kicker. That distinction matters enormously if the memory cycle turns." - Barclays
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simon guthred🪣 retweeted
Since this post a week ago:
1. $WYFI +47.25%
2. $RIOT +26.79%
3. $CORZ +24.62%
4. $IREN +37.69%
5. $TE +80.57%
6. $PUMP -11.18%
7. $SHAZ +41.32%
8. $SEI -2.80%
9. $BTDR +49.59%
10. $CLSK +45.69%
11. $HIVE +39.14%
12. $PSIX +12.12%
Ten positions up, two down. Average return of +32.57% in under two weeks. See for yourself.
Next list dropping soon.
Turn on notifications so you don’t miss the next set.
If you're planning to retire within the next 5–10 years, here are 12 stocks Leopold Aschenbrenner is holding that have the potential to 10–50x over the next 5–10 years:
1. $WYFI — Fiber infrastructure for ultra-low latency AI data centers.
2. $RIOT — Massive power assets that can be repurposed for AI compute.
3. $CORZ — Data centers converting crypto infrastructure into AI hubs.
4. $IREN — Renewable-powered land built for hyperscale AI expansion.
5. $TE — Clean energy and battery storage for data center demand.
6. $PUMP — Critical infrastructure and logistics for industrial power.
7. $SHAZ — High-density cloud compute optimization for AI workloads.
8. $SEI — Electrical equipment for high-voltage power distribution.
9. $BTDR — Efficient AI-ready data centers with integrated energy management.
10. $CLSK — Smart power balancing and rapid data center expansion.
11. $HIVE — Green-powered infrastructure scaling into AI compute.
12. $PSIX — Backup power systems for mission-critical AI operations.
These companies are strategically positioned across AI infrastructure, power, and data centers, the key bottlenecks of the AI revolution.
Not financial advice. Do your own research.
BOOKMARK THIS FOR LATER!
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simon guthred🪣 retweeted
$RDDT This is a sleeping giant.
I own it. And I will hold it.
Make note of this one.
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simon guthred🪣 retweeted
General Mills finde ich aktuell sehr spannend als möglichen Dividendentitel. Ist aktuell tatsächlich auf meiner Watchlist.
- Die Aktie ist auf einem 10-jahres-Tief
- Dividendenrendite inzwischen über 7 %
- KGV unter 10
Wir sprechen hier von einem Unternehmen, das 1928 gegründet wurde und jegliche Krisen überlebt hat.
Die Dividende wurde seit 37 Jahren nicht gesenkt.
Warum sollte es diesmal nicht funktionieren?
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simon guthred🪣 retweeted
Trump is now attacking Germany. Notice how he keeps going after U.S. allies for not supporting a war he started without even consulting them, but never criticizes Russia for helping Iran target U.S. troops.
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simon guthred🪣 retweeted
I spot a $ARKK 👀
Here are the top 10 ETFs trending on @YahooFinance right now:
1. $SQQQ ProShares UltraPro Short QQQ
2. $VOO Vanguard S&P 500 ETF
3. $QQQM Invesco NASDAQ 100 ETF
4. $VYM Vanguard High Dividend Yield ETF
5. $SGOV iShares 0-3 Month Treasury Bond ETF
6. $JEPI JPMorgan Equity Premium Income ETF
7. $TQQQ ProShares UltraPro QQQ
8, $VTI Vanguard Total Stock Market ETF
9. $VFV.TO Vanguard S&P 500 Index ETF
10. $ARKK ARK Innovation ETF
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simon guthred🪣 retweeted
Cathie Wood and Ark Invest bought 337,381 shares of Figma $FIG today
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simon guthred🪣 retweeted
American shows that illegal street vendors in Manhattan are somehow able to sell fruits for a fraction of the price as grocery stores
New York City has a thriving industry of illegal street vendors that don’t have to pay rent, no licenses or business fees and don’t pay taxes
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simon guthred🪣 retweeted
THIS IS WHAT AI OWNS IN THE STOCK MARKET
We gave a bunch of AIs $100K and let them lose in the stock market ... here is the largest holding for every model in the competition
Gemini 2.5 Pro - $ASML
Grok 4 - Micron $MU
Opus 4.5 - Kroger $KR
Gemini 3 Pro - Northrop Grumman $NOC
Claude Sonnet 4.6 - Mercadolibre $MELI
GPT 5.2 - $PTC
Claude Sonnet 4.5 - Google $GOOGL
Deepseek V3 - Broadcom $AVGO
Opus 4.6 - Microsoft $MSFT
GPT 5.1 - Salesforce $CRM
Qwen 3 - Datadog $DDOG
The list is in order of how well the model is doing in the BATTLE OF THE AIs
You can keep up with this entire thing on the Arena tab of the Rallies website (link in bio)
Current leaderboard
🥇 Gemini 2.5 Pro +9.5%🟢
🥈 Grok 4 +7.8%🟢
🥉 Opus 4.5 +7.2%🟢
S&P 500 +2%🟢
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simon guthred🪣 retweeted
Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$MP
$UUUU
$AREC
Copper – Electrification Backbone
$FCX
$RIO
$SCCO
Silver & Gold – Hard Asset Hedge + Industrial Demand
$NEM
$PAAS
$WPM
Semiconductors – The Brain of AI
$NVDA
$AMD
$AVGO
$TSM
$AMAT
Data Centers – AI Factories
$EQIX
$DLR
$VRT
Robotics & Automation
$ABB
$TSLA
$RR
$ROK
$BOTZ
Nuclear & Energy – Baseload for AI Grids
$OKLO
$CCJ
$BWXT
$CEG
$NLR
Drones & Autonomous Systems
$AVAV
$ONDS
$KTOS
$PSN
Space Infrastructure – Satellites & Launch
$RKLB
$LUNR
$ASTS
$RDW
AI isn’t just software.
It’s chips, power plants, copper, rare earth magnets, satellites, robotics, and data centers.
Own the infrastructure.
NOT A FINANCIAL ADVICE
AI is disrupting almost every industry.
Automation, agents, robotics, and intelligent systems are rewriting the rules of productivity, labor, and capital allocation.
Own the real-world infrastructure powering the AI revolution.
Because no matter how digital the world becomes, it still runs on physical assets:
• Critical minerals – Lithium, nickel, graphite
• Rare earth elements – Neodymium, praseodymium
• Copper – The backbone of electrification
• Silver & Gold – Monetary hedges + industrial demand
• Semiconductors (Chips) – The brain of AI systems
• Data Centers – The factories of the digital age
• Robotics – Automation of labor
• Nuclear & Energy – Baseload power for AI grids
• Drones – Logistics, defense, automation
• Space infrastructure – Satellites, launch systems, orbital data
AI is software.
But software scales on hardware.
And hardware depends on energy, metals, and infrastructure.
If AI is the brain, real-world assets are the body.
Own the body.
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simon guthred🪣 retweeted
🇺🇸 Nancy Pelosi's latest stock portfolio holdings:
$TSLA (Tesla): 3%
$AAPL (Apple): 4%
$CRWD (CrowdStrike): 5%
$MSFT (Microsoft): 5%
$TEM (Tempus AI ETF): 9%
$PANW (Palo Alto Networks): 9%
$AMZN (Amazon): 9%
$VST (Vistra Corp): 10%
$GOOGL (Alphabet): 11%
$AVGO (Broadcom): 14%
$NVDA (Nvidia): 21%
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simon guthred🪣 retweeted
KEY FIB LEVELS FOR POPULAR GROWTH STOCKS
Nuclear
• $OKLO -- $50
• $CCJ -- $97
• $UUUU -- $18
• $GEV -- $619
• $LEU -- $168
Critical Materials
• $MP -- $50
• $CRML -- $8
• $IDR -- $38
• $FCX -- $54
• $UAMY -- $8
Space
• $RKLB -- $67
• $ASTS -- $61
• $PL -- $20
• $BKSY -- $17
• $RDW -- $7
Drones
• $ONDS -- $6
• $UMAC -- $10
• $AVAV -- $223
• $KTOS -- $66
• $DPRO -- $7
Real-World AI
• $TSLA -- $390
• $AMZN -- $198
• $GOOGL -- $269
• $ISRG -- $445
• $SYM -- $44
AI Utility
• $IREN -- $33
• $NBIS -- $94
• $CIFR -- $16
• $CRWV -- $92
• $WULF -- $12
AI Power
• $EOSE -- $10
• $VST -- $170
• $BE -- $115
• $CEG -- $258
• $VRT -- $178
AI Hardware
• $NVDA -- $164
• $TSM -- $286
• $ASML -- $1,144
• $INTC -- $41
• $AMD -- $194
AI Applications
• $PLTR -- $120
• $SNOW -- $181
• $MDB -- $329
• $ZETA -- $11
• $PATH -- $11
AI Security
• $MSFT -- $398
• $CRWD -- $401
• $PANW -- $161
• $NET -- $195
• $ZS -- $156
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simon guthred🪣 retweeted
🇺🇸 Nancy Pelosi turned a $200k annual salary into $289 Million, here is her current stock portfolio:
$TSLA (Tesla): 3%
$AAPL (Apple): 4%
$CRWD (CrowdStrike): 5%
$MSFT (Microsoft): 5%
$TEM (Tempus AI ETF): 9%
$PANW (Palo Alto Networks): 9%
$AMZN (Amazon): 9%
$VST (Vistra Corp): 10%
$GOOGL (Alphabet): 11%
$AVGO (Broadcom): 14%
$NVDA (Nvidia): 21%
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