I took some positions into $CVX, $GEV and $CAT.
The thesis is energy stocks for hyperscale demand.
$CVX recently broke out of a 2.5y descending channel and is gearing up for fresh highs.
Recently Chevron partnered with GE Vernova (GEV) to build natural gas modular power plants, which allows hyperscalers to bypass electricity grid connexions which can take years.

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This trader made a total of 48 predictions of market movements within 15 minutes, earning a net profit of $80,000 in one day.

Earning $80,000 a day, this top player treats Polymarket like an ATM.

Written by: Mahe, Foresight News
Solana, one of the most successful public blockchains, is also facing a winter.
Since the market crash on February 5th, Solana's token SOL once fell to $67, a new low since December 2023. As of now, SOL is currently priced at $80, a 24-hour drop of 3.57%. Looking at the monthly chart, SOL has been declining for five consecutive months since its October 2025 high, with a maximum drop exceeding 71%. The most well-known aspect of this ecosystem...

Meme wanes, narratives cool: Solana's cyclical boom ends as it falls below $80.

Original Author: He Hao, Wall Street Insights

On Thursday, US stocks plunged, with the Nasdaq falling over 2%. Some traders sold precious metals to offset losses in the stock market, causing gold, silver, copper, platinum, and palladium to decline sharply. The US dollar index rose slightly.

Amid renewed concerns about whether massive investments in artificial intelligence can truly be implemented on a large scale, US tech stocks declined. Metal prices suddenly fell due to suspected algorithmic trading selling, forcing some investors to exit commodity positions, including metals, to obtain liquidity, while some funds turned to US Treasury bonds for safety.

Spot gold fell as much as 4.1%, and silver plummeted 11...

Gold fell more than 4% at one point, and silver plummeted 11%, as a sharp drop in US stocks triggered a sell-off in algorithmically traded precious metals.

$GEV broke out of a 6 months trading range and is in price discovery.
GE Vernova is one of the big 3 players in the gas turbines oligopoly. Their turbines are already sold out up to 2030.

$CAT is a $GEV competitor building solar turbines to power up data centers. With 20 solar turbines, a data center can literally run their own mini-grid.
The chart is in an astonishing up only.