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Ted |
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BTC |
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| https://alva.ai/thesis/27881 |
Bitcoin's bounce still lacks buyers. The Coinbase premi |
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| https://x.com/i/status/2118383418618634505 |
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Finn Stockinger |
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IREN |
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| https://alva.ai/thesis/24389 |
IREN's FY27 funding gap looks much smaller than headlin |
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Serenity |
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MU |
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| https://alva.ai/thesis/16561 |
Micron's binding take-or-pay agreements make memory rev |
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| https://x.com/i/status/2119213699835756708 |
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Whole Mars Catalog |
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TSLA |
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| https://alva.ai/thesis/17792 |
Tesla's purpose-built autonomous vehicles can lower cos |
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| https://x.com/i/status/2118591788701421573 |
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| https://www.tradingview.com/news/reuters.com,2026:ne… |
tradingview.com |
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Beth Kindig |
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SMCI |
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DELL |
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| https://alva.ai/thesis/29079 |
Liquid cooling is needed to maximize AI rack density and dep |
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David |
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BTC |
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| https://alva.ai/thesis/27501 |
Bitcoin's projected lower-band upside is sensitive to e |
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| https://x.com/i/status/2119180263683199113 |
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Space Investor |
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ASTS |
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| https://alva.ai/thesis/17000 |
AST SpaceMobile's Blacklift plan is really bad for the |
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SurfRanch Vibes |
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TSLA |
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| https://alva.ai/thesis/19510 |
Tesla would be more profitable if it left automotive entirel |
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Daave “3 and 30” Tepper |
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MSFT |
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GOOG |
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AMZN |
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| https://alva.ai/thesis/16621 |
Slower AI construction should give installed-compute hypersc |
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qinbafrank |
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SPY |
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| https://alva.ai/thesis/24659 |
US stocks are worth buying gradually as sentiment reaches a |
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tradingview.com |
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