{"version":"market-claims.v1","expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"stats":{"sources":19,"marketClaims":50,"explicitCalls":0,"directionalTheses":47,"ambiguousMentions":0,"openClaims":49,"median30dReturn":null,"lastUpdatedLabel":"recently"},"claims":[{"id":"mcl_98268bb9cc6e749f05","url":"/trace/claims/mcl_98268bb9cc6e749f05","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"SK Hynix earnings estimates have been slashed so deeply that beating them by a wide margin is now the most likely outcome, with Micron's strong results as proof the memory upcycle is intact.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SKHX","name":"SKHX","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2076532094650753461","sourceUrl":"https://x.com/au_xbt/status/2076532094650753461","timecode":null,"startMs":null,"endMs":null,"excerpt":"More analyst earnings estimate cuts ahead of earnings significantly increase the probability that SK hynix will beat expectations by a wide margin and rally after earnings."},"performance":{"entryPrice":1274.3,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_8380f798cc8085193c","url":"/trace/claims/mcl_8380f798cc8085193c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bitcoin is one of the two main July themes alongside MAG7 software, and once big tech earnings confirm continued AI spending, the next major crypto uptrend could follow.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"BTC","name":"BTC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2076472933107880395","sourceUrl":"https://x.com/au_xbt/status/2076472933107880395","timecode":null,"startMs":null,"endMs":null,"excerpt":"The main themes for July are likely to be MAG7 software stocks and crypto."},"performance":{"entryPrice":63917,"currentPrice":63667,"returnPct":-0.391132,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_1beda7eacb7dcb7556","url":"/trace/claims/mcl_1beda7eacb7dcb7556","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"SK Hynix is being bought at the dip after a sharp drop from 1,500 to 1,361, with the plan to flip it on Friday as memory semis rebound ahead of MAG7 capex confirmation.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SKHX","name":"SKHX","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2076472933107880395","sourceUrl":"https://x.com/au_xbt/status/2076472933107880395","timecode":null,"startMs":null,"endMs":null,"excerpt":"Waiting until Wednesday or Thursday to buy the dip in semis and skhynix, then selling skhynix ADR on Friday without hesitation"},"performance":{"entryPrice":1345.1,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_685163479110fc5386","url":"/trace/claims/mcl_685163479110fc5386","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"MSFT is the largest position with very high conviction going into MAG7 earnings, where capex confirmation could trigger the next major leg up across software stocks.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MSFT","name":"MSFT","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2076472933107880395","sourceUrl":"https://x.com/au_xbt/status/2076472933107880395","timecode":null,"startMs":null,"endMs":null,"excerpt":"$MSFT is currently my largest position with very high conviction. Been calling it for days"},"performance":{"entryPrice":384.05,"currentPrice":385.1,"returnPct":0.273402,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_0b5750d1cd60b5d799","url":"/trace/claims/mcl_0b5750d1cd60b5d799","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ZEC is squeezing shorts out of the market, with over $700K in cascading liquidations between $499 and $505, and the author sees it doubling within a month as the previous high breaks.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2076476277029282052","sourceUrl":"https://x.com/au_xbt/status/2076476277029282052","timecode":null,"startMs":null,"endMs":null,"excerpt":"$ZEC up up, it is up around 12% already."},"performance":{"entryPrice":531.31,"currentPrice":531.87,"returnPct":0.1054,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_3176eeae9eb1728131","url":"/trace/claims/mcl_3176eeae9eb1728131","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"NVIDIA at 16x forward earnings looks cheap because the AI buildout is nowhere near its peak — over 95% of announced Blackwell GPU capacity has yet to be deployed, and essentially all available compute is fully utilized right now.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2075951589073068057","sourceUrl":"https://x.com/au_xbt/status/2075951589073068057","timecode":null,"startMs":null,"endMs":null,"excerpt":"This rule only works if current earnings are actually at the cyclical peak..."},"performance":{"entryPrice":209.76,"currentPrice":210.96,"returnPct":0.572082,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_4b2bebb699d6fb41ea","url":"/trace/claims/mcl_4b2bebb699d6fb41ea","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Memory prices set to surge 250-300% in 2026 per Goldman, but Micron trades at just 6.49x forward earnings — the Burry value-trap warning only bites at peak earnings, and this DRAM cycle is just getting started.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MU","name":"MU","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2075951589073068057","sourceUrl":"https://x.com/au_xbt/status/2075951589073068057","timecode":null,"startMs":null,"endMs":null,"excerpt":"$MU $NVDA $META $MSFT\n\nDon't overthink it."},"performance":{"entryPrice":983.76,"currentPrice":979.3,"returnPct":-0.453363,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_1002278cd1663adb24","url":"/trace/claims/mcl_1002278cd1663adb24","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"VIX spikes on today's selloff signal maximum fear, and that fear gets faded, the S&P 500 bounces as panic sellers exhaust and buyers step back in.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SP500","name":"SP500","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074633607722021029","sourceUrl":"https://x.com/au_xbt/status/2074633607722021029","timecode":null,"startMs":null,"endMs":null,"excerpt":"I hope to see the VIX spike during today's selloff, so we can buy the dip again"},"performance":{"entryPrice":7494.8,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_fc26138ddd651f1a2e","url":"/trace/claims/mcl_fc26138ddd651f1a2e","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"SK Hynix faces a fresh helium supply shock as new US strikes on Iran threaten to re-close the Strait of Hormuz, the only export route for Qatar's helium, which South Korea imports for 64.7% of its industrial supply. SK Hynix and Samsung together control 80% of the HBM market, making Korean fabs the highest-exposure names in any memory chip crunch.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SKHX","name":"SKHX","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074634664682340501","sourceUrl":"https://x.com/au_xbt/status/2074634664682340501","timecode":null,"startMs":null,"endMs":null,"excerpt":"Deleveraging the semiconductor sector"},"performance":{"entryPrice":1391.9,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_fb33e0b041a29f31db","url":"/trace/claims/mcl_fb33e0b041a29f31db","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Chip stocks get flushed as the Iran ceasefire cracks again. Fresh US strikes on Iran and tanker attacks in the Strait of Hormuz hit semiconductors from two angles: risk-off selling unwinds high-multiple positions, and real supply chain threats return for helium, bromine, and energy inputs that chipmakers depend on.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SMH","name":"SMH","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074634664682340501","sourceUrl":"https://x.com/au_xbt/status/2074634664682340501","timecode":null,"startMs":null,"endMs":null,"excerpt":"Deleveraging the semiconductor sector"},"performance":{"entryPrice":578.15,"currentPrice":581.45,"returnPct":-0.570786,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_9b6fc925cb51afbcec","url":"/trace/claims/mcl_9b6fc925cb51afbcec","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ZEC could break above $520 as the crypto market moves higher, with Zcash's new Ironwood pool undergoing formal verification to eliminate counterfeiting bugs, adding a technical credibility boost.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074523564452331905","sourceUrl":"https://x.com/au_xbt/status/2074523564452331905","timecode":null,"startMs":null,"endMs":null,"excerpt":"Bought a small position in $ZEC at 490. I'm not really focused on crypto right now, just bought a little."},"performance":{"entryPrice":494.34,"currentPrice":504.63,"returnPct":2.081563,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_5abb9764a8577b740e","url":"/trace/claims/mcl_5abb9764a8577b740e","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"AAPL bought today as part of a three-stock MAG7 safety basket, while the author sold all software names and called MAG7 the only relatively safe place in a market-wide rotation.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"AAPL","name":"AAPL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074496888074895787","sourceUrl":"https://x.com/au_xbt/status/2074496888074895787","timecode":null,"startMs":null,"endMs":null,"excerpt":"Also added $GOOGL and $AAPL ."},"performance":{"entryPrice":311.43,"currentPrice":314.12,"returnPct":0.863758,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_80fb29dbd1b65dcaf3","url":"/trace/claims/mcl_80fb29dbd1b65dcaf3","status":"PUBLISHED","claimType":"EVENT_PREDICTION","direction":"LONG","claimText":"Semis are down hard, SOX off nearly 14% from its record, and the plan is to buy the dip midweek then sell into the excitement around the SK Hynix ADR debut on Friday.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SMH","name":"SMH","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074496888074895787","sourceUrl":"https://x.com/au_xbt/status/2074496888074895787","timecode":null,"startMs":null,"endMs":null,"excerpt":"I will wait until Wednesday or Thursday to buy the dip in semis and SK Hynix, then sell after the SKHynix ADR starts trading on Friday."},"performance":{"entryPrice":573.77,"currentPrice":571.02,"returnPct":-0.479286,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_ae3b5f0dcf13cde42e","url":"/trace/claims/mcl_ae3b5f0dcf13cde42e","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"DDOG is getting crushed as institutions unwind software positions for structural reasons, not just a temporary rotation, the author exited it entirely for MAG7 safety.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"DDOG","name":"DDOG","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074496888074895787","sourceUrl":"https://x.com/au_xbt/status/2074496888074895787","timecode":null,"startMs":null,"endMs":null,"excerpt":"My software positions before this were $DDOG and $SNOW ."},"performance":{"entryPrice":256.23,"currentPrice":264.91,"returnPct":-3.387581,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_0721bd1b596a970bcc","url":"/trace/claims/mcl_0721bd1b596a970bcc","status":"PUBLISHED","claimType":"EVENT_PREDICTION","direction":"LONG","claimText":"Semis are down hard now but get a bounce when the SK Hynix ADR lists Friday, a short window to buy the dip Wednesday or Thursday and sell into the event-driven pop.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MU","name":"MU","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074496888074895787","sourceUrl":"https://x.com/au_xbt/status/2074496888074895787","timecode":null,"startMs":null,"endMs":null,"excerpt":"I will wait until Wednesday or Thursday to buy the dip in semis and SK Hynix, then sell after the SKHynix ADR starts trading on Friday."},"performance":{"entryPrice":914.03,"currentPrice":905.04,"returnPct":-0.983556,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_27b836aa432a848085","url":"/trace/claims/mcl_27b836aa432a848085","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"GOOGL just bought as a flight-to-quality trade, one of only three names the author trusts while semis bleed and software unwinds hit the rest of the market.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074496888074895787","sourceUrl":"https://x.com/au_xbt/status/2074496888074895787","timecode":null,"startMs":null,"endMs":null,"excerpt":"Also added $GOOGL and $AAPL ."},"performance":{"entryPrice":371.52,"currentPrice":368.89,"returnPct":-0.707903,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_b9e275ad58ebf246e3","url":"/trace/claims/mcl_b9e275ad58ebf246e3","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"MSFT holds while everything else falls, the clear winner as money flees semis and software for the only names that feel safe right now.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MSFT","name":"MSFT","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074496888074895787","sourceUrl":"https://x.com/au_xbt/status/2074496888074895787","timecode":null,"startMs":null,"endMs":null,"excerpt":"My MAG7 holdings are now MSFT, GOOGL, and AAPL, with $MSFT as my largest position."},"performance":{"entryPrice":392.91,"currentPrice":392.74,"returnPct":-0.043267,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_894a75be0311343e16","url":"/trace/claims/mcl_894a75be0311343e16","status":"PUBLISHED","claimType":"EVENT_PREDICTION","direction":"LONG","claimText":"SK Hynix's US ADR starts trading Friday, setting up a short window to buy the dip midweek and sell into the listing-day excitement before the event fully prices in.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SKHX","name":"SKHX","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074501567689228571","sourceUrl":"https://x.com/au_xbt/status/2074501567689228571","timecode":null,"startMs":null,"endMs":null,"excerpt":"then selling skhynix ADR on Friday without hesitation"},"performance":{"entryPrice":1410.7,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_704aed552c18e9d590","url":"/trace/claims/mcl_704aed552c18e9d590","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Semiconductors are down 14% from their record high and setting up for a bounce, with the plan to buy the dip midweek before the rotation trade reverses.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074501567689228571","sourceUrl":"https://x.com/au_xbt/status/2074501567689228571","timecode":null,"startMs":null,"endMs":null,"excerpt":"Waiting until Wednesday or Thursday to buy the dip in semis and skhynix"},"performance":{"entryPrice":192.08,"currentPrice":192.96,"returnPct":0.458142,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_07a71e80a403aac53c","url":"/trace/claims/mcl_07a71e80a403aac53c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Microsoft is the biggest bet right now, with capital flooding out of semiconductors and into MAG7 software names on the back of real cash flow and sector rotation.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MSFT","name":"MSFT","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074501567689228571","sourceUrl":"https://x.com/au_xbt/status/2074501567689228571","timecode":null,"startMs":null,"endMs":null,"excerpt":"$MSFT is currently my largest position with very high conviction. Been calling it for days"},"performance":{"entryPrice":394.33,"currentPrice":392.74,"returnPct":-0.403216,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_ffbb528279e9916e84","url":"/trace/claims/mcl_ffbb528279e9916e84","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Gold gets fresh capital in July as a portfolio rotation out of crowded semiconductor names, with Treasuries and credit markets both confirming a risk-on backdrop that has historically lifted gold alongside equities.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOLD","name":"GOLD","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074502801418551656","sourceUrl":"https://x.com/au_xbt/status/2074502801418551656","timecode":null,"startMs":null,"endMs":null,"excerpt":"Treasuries, credit markets, and gold are all pointing to a risk on environment."},"performance":{"entryPrice":4151.8,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_e2f2331effc98d3b62","url":"/trace/claims/mcl_e2f2331effc98d3b62","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"SK Hynix surges as its upcoming U.S. ADR listing brings a flood of new buyers, and the subscription was already oversubscribed, setting up a classic pre-listing squeeze for a company that makes the HBM chips at the center of the AI build-out.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SKHX","name":"SKHX","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074502801418551656","sourceUrl":"https://x.com/au_xbt/status/2074502801418551656","timecode":null,"startMs":null,"endMs":null,"excerpt":"I also plan to accumulate SK hynix on dips ahead of the SK hynix ADR listing."},"performance":{"entryPrice":1397.8,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_6861dd4bceea92d6d2","url":"/trace/claims/mcl_6861dd4bceea92d6d2","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Micron faces days of institutional selling pressure as Michael Burry's short position gives large funds cover to push negative semiconductor headlines and drive the stock lower before the Mag 7 earnings catalyst.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MU","name":"MU","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074502801418551656","sourceUrl":"https://x.com/au_xbt/status/2074502801418551656","timecode":null,"startMs":null,"endMs":null,"excerpt":"Michael Burry is short MU, and I think large institutions may continue shorting semiconductor names and pushing negative headlines over the next few days."},"performance":{"entryPrice":900.3,"currentPrice":905.04,"returnPct":-0.526491,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_cca36bf7c625946b6a","url":"/trace/claims/mcl_cca36bf7c625946b6a","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Sandisk falls as the NAND price increases that justified its premium came in below expectations, removing the core growth catalyst for a stock that has already tripled year-to-date.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SNDK","name":"SNDK","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074502801418551656","sourceUrl":"https://x.com/au_xbt/status/2074502801418551656","timecode":null,"startMs":null,"endMs":null,"excerpt":"NAND pricing also came in below expectations yesterday, which is bearish for Sandisk."},"performance":{"entryPrice":1524.5,"currentPrice":1548.05,"returnPct":-1.544769,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_cfb8167771f4b8a30a","url":"/trace/claims/mcl_cfb8167771f4b8a30a","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Palantir is climbing while the market drops, chosen as a rotation destination for profits from closed neocloud shorts, backed by a fresh NVIDIA partnership for US government AI.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"PLTR","name":"PLTR","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074489179074154639","sourceUrl":"https://x.com/au_xbt/status/2074489179074154639","timecode":null,"startMs":null,"endMs":null,"excerpt":"$MSFT, $RDDT, and $PLTR opened higher while almost every other stock is falling !"},"performance":{"entryPrice":133.2,"currentPrice":134.11,"returnPct":0.683183,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_80d44a3fac6777f406","url":"/trace/claims/mcl_80d44a3fac6777f406","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Optical stocks like Lumentum are getting crushed after a report flagged delays in co-packaged optics and 800VDC infrastructure, cutting into the demand story that had driven these names up all year.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"LITE","name":"LITE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074489179074154639","sourceUrl":"https://x.com/au_xbt/status/2074489179074154639","timecode":null,"startMs":null,"endMs":null,"excerpt":"I'll wait until the US market opens to close my shorts on optical stocks and neocloud names."},"performance":{"entryPrice":727.34,"currentPrice":684.45,"returnPct":5.89683,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_fecf17dd7d5b0eb2d6","url":"/trace/claims/mcl_fecf17dd7d5b0eb2d6","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Microsoft surged from $384 to $393 while the rest of the market fell, proving it's the go-to safe harbor when risk is being shed broadly.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MSFT","name":"MSFT","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074489179074154639","sourceUrl":"https://x.com/au_xbt/status/2074489179074154639","timecode":null,"startMs":null,"endMs":null,"excerpt":"I rotated the profits into $MSFT , $RDDT , and $PLTR ."},"performance":{"entryPrice":389.67,"currentPrice":392.79,"returnPct":0.800677,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7481b8cbcfc17d99e0","url":"/trace/claims/mcl_7481b8cbcfc17d99e0","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Applied Optoelectronics was already down 4% on the session when this was posted, part of an optical sector rout the author profitably shorted and plans to re-enter once the bounce is over.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"AAOI","name":"AAOI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074356097436266931","sourceUrl":"https://x.com/au_xbt/status/2074356097436266931","timecode":null,"startMs":null,"endMs":null,"excerpt":"I'll wait until the US market opens to close my shorts on optical stocks and neocloud names. After the rebound ends following Friday, I may short them again."},"performance":{"entryPrice":123.3600006104,"currentPrice":123.36,"returnPct":0,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_5f709e0b9648436511","url":"/trace/claims/mcl_5f709e0b9648436511","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Nebius, the AI cloud buildout name, dropped 7.1% overnight and the author is still short it, planning to close into Friday's relief rally then re-short when the bounce fades.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"NBIS","name":"NBIS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074356097436266931","sourceUrl":"https://x.com/au_xbt/status/2074356097436266931","timecode":null,"startMs":null,"endMs":null,"excerpt":"I'll wait until the US market opens to close my shorts on optical stocks and neocloud names."},"performance":{"entryPrice":204.93,"currentPrice":213.02,"returnPct":-3.947689,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_eca0aa36c09c3fa96f","url":"/trace/claims/mcl_eca0aa36c09c3fa96f","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Lumentum and the optical networking group are sliding in the pre-market, with an active short position still open and a plan to re-enter after Friday's rebound exhausts itself.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"LITE","name":"LITE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074356097436266931","sourceUrl":"https://x.com/au_xbt/status/2074356097436266931","timecode":null,"startMs":null,"endMs":null,"excerpt":"I'll wait until the US market opens to close my shorts on optical stocks and neocloud names."},"performance":{"entryPrice":707.34,"currentPrice":731.25,"returnPct":-3.38027,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_03b7e50276e014f919","url":"/trace/claims/mcl_03b7e50276e014f919","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Microsoft gets fresh capital rotated in from a winning Korean ETF short, with a mid-week US market rebound expected to carry it higher through Friday.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MSFT","name":"MSFT","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074356097436266931","sourceUrl":"https://x.com/au_xbt/status/2074356097436266931","timecode":null,"startMs":null,"endMs":null,"excerpt":"I rotated the profits into $MSFT , $RDDT , and $PLTR ."},"performance":{"entryPrice":388.9,"currentPrice":386.74,"returnPct":-0.555413,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_05409c9a92eb0996fa","url":"/trace/claims/mcl_05409c9a92eb0996fa","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Optical names like LITE are seeing coordinated selling into every rebound, with KOL narratives keeping retail long while the real money exits. Each failed bounce to new highs accelerates the distribution cycle.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"LITE","name":"LITE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074296020226433357","sourceUrl":"https://x.com/au_xbt/status/2074296020226433357","timecode":null,"startMs":null,"endMs":null,"excerpt":"I don't know why some big KOLs are still bullish on neocloud and opticals, fantasizing that every rebound will take them straight to new highs."},"performance":{"entryPrice":724.43,"currentPrice":731.25,"returnPct":-0.94143,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_58defde699cbdc375f","url":"/trace/claims/mcl_58defde699cbdc375f","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"NBIS longs are being forcibly liquidated at $208 on Binance as the neocloud narrative collapses, with the market makers who built the hype now selling into every bounce while retail holds the bag.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"NBIS","name":"NBIS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074296020226433357","sourceUrl":"https://x.com/au_xbt/status/2074296020226433357","timecode":null,"startMs":null,"endMs":null,"excerpt":"continued adding to my short positions in the optical and neocloud sectors."},"performance":{"entryPrice":209.87,"currentPrice":213.02,"returnPct":-1.500929,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_5c35170058a4674233","url":"/trace/claims/mcl_5c35170058a4674233","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Longs in KORU are getting liquidated as market makers who pumped Korean-linked neocloud names exit on any bad news, leaving retail buyers stranded at the highs.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"KORU","name":"KORU","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074296020226433357","sourceUrl":"https://x.com/au_xbt/status/2074296020226433357","timecode":null,"startMs":null,"endMs":null,"excerpt":"shorted $KORU, and continued adding to my short positions in the optical and neocloud sectors."},"performance":{"entryPrice":624.6500244141,"currentPrice":624.65,"returnPct":0.000004,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_f522c57303f2bc3561","url":"/trace/claims/mcl_f522c57303f2bc3561","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Optical stocks are in a deleverage squeeze, with the SemiAnalysis report already triggering an 8% single-day drop in LITE and the sector needing MAG7 earnings to confirm capex before it can recover.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"LITE","name":"LITE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074282053697507684","sourceUrl":"https://x.com/au_xbt/status/2074282053697507684","timecode":null,"startMs":null,"endMs":null,"excerpt":"continued adding to my short positions in the optical and neocloud sectors"},"performance":{"entryPrice":724.23,"currentPrice":731.25,"returnPct":-0.969305,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_9c72fd138e17e18f0c","url":"/trace/claims/mcl_9c72fd138e17e18f0c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Samsung earnings gave zero boost to Korean semis, and a 3x leveraged Korea ETF gets hit hardest when the storage sector stays broken and the skhynix ADR only delivers a short-lived pop.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"KORU","name":"KORU","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074282053697507684","sourceUrl":"https://x.com/au_xbt/status/2074282053697507684","timecode":null,"startMs":null,"endMs":null,"excerpt":"shorted $KORU"},"performance":{"entryPrice":593.9,"currentPrice":624.65,"returnPct":-5.177639,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_43d9ce3a9efac21297","url":"/trace/claims/mcl_43d9ce3a9efac21297","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Software wins the rotation trade as semiconductor money flees into MSFT, with MAG7 capex tailwinds yet to be confirmed by earnings and CIOs still buying more AI credits every time they breach their cap.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MSFT","name":"MSFT","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074282053697507684","sourceUrl":"https://x.com/au_xbt/status/2074282053697507684","timecode":null,"startMs":null,"endMs":null,"excerpt":"I rotated all of my semiconductor related positions into software and $MSFT"},"performance":{"entryPrice":386.54,"currentPrice":386.74,"returnPct":0.051741,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_0a988c606fd27c86c6","url":"/trace/claims/mcl_0a988c606fd27c86c6","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Korean stocks are on the edge of a circuit breaker halt, with the 3x Korea ETF already down 6% and a sharp waterfall visible on the chart heading into this week.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"EWY","name":"EWY","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2074287316584313283","sourceUrl":"https://x.com/au_xbt/status/2074287316584313283","timecode":null,"startMs":null,"endMs":null,"excerpt":"$KORU is down 6%, feels good. Now waiting for the South Korean stock market to hit a circuit breaker today or tomorrow. My guess is it happens on Wednesday or Thursday."},"performance":{"entryPrice":186.14,"currentPrice":189.85,"returnPct":-1.993123,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_87fd7db24f9dfc7e1d","url":"/trace/claims/mcl_87fd7db24f9dfc7e1d","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Power prices rise as summer heat and AI data center electricity demand slam into a grid with no spare capacity. NRG Energy, as a large merchant power generator, earns more on every megawatt it sells when prices spike.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"NRG","name":"NRG","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2073945090058572141","sourceUrl":"https://x.com/au_xbt/status/2073945090058572141","timecode":null,"startMs":null,"endMs":null,"excerpt":"Summer power demand is colliding with data center electricity demand, and the grid simply doesn't have enough capacity."},"performance":{"entryPrice":136.6999969482,"currentPrice":136.7,"returnPct":0.000002,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_92cc1e2e2b178821f2","url":"/trace/claims/mcl_92cc1e2e2b178821f2","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Gas turbines are one of only two technologies called out as fast enough to meet the data center power crisis, and GE Vernova is the dominant US manufacturer delivering them right now.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GEV","name":"GEV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2073945090058572141","sourceUrl":"https://x.com/au_xbt/status/2073945090058572141","timecode":null,"startMs":null,"endMs":null,"excerpt":"Summer power demand is colliding with data center electricity demand, and the grid simply doesn't have enough capacity."},"performance":{"entryPrice":1113.1099853516,"currentPrice":1113.11,"returnPct":0.000001,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_dcd9c932b9b83981c8","url":"/trace/claims/mcl_dcd9c932b9b83981c8","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bloom Energy's backlog explodes as data centers can't wait a decade for grid connections, and Brookfield just expanded its financing framework fivefold to $25B to fund the buildout.","confidence":0.72,"expert":{"slug":"au-xbt","displayName":"AU🧲","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/780bdbd0-c","url":"/trace/experts/au-xbt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/au_xbt/status/2073945090058572141","sourceUrl":"https://x.com/au_xbt/status/2073945090058572141","timecode":null,"startMs":null,"endMs":null,"excerpt":"Summer power demand is colliding with data center electricity demand, and the grid simply doesn't have enough capacity."},"performance":{"entryPrice":279.03,"currentPrice":270.89,"returnPct":-2.917249,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_445466f6b4713bc0de","url":"/trace/claims/mcl_445466f6b4713bc0de","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"The US and Congo are buying lithium at scale, and SQM is one of the world's largest producers. 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