Stockwits Acade〽️y ✓
@mikalche · Toronto, Ontario · joined 02 Jul 2009
Creator & Founder of #PetroAI Capital Cycle Where energy, compute & capital converge. Trader & System Thinker CEO - Stockwits Academy Opinions; not advice
86 411Followers
1 103Following
65 369Posts total
1.3MViews on collected posts
Ultimi post
Cerchiamo nuovi post…
@mikalche Brah you called this https://t.co/k70vUbX1XW
4.6K views · 9 likes
· 1 reposts · 0 replies
Open on X →
GIF
Rust Belt 2.0 & #PetroAI isn’t a slogan. This isn’t about picking stocks. It’s about reading the administration’s strategic priorities and trading the sequence before CNBC gets it.
Follow me @mikalche & @StockwitsElite We'll flag the next one before it hits the wire. https:
3.4K views · 13 likes
· 1 reposts · 2 replies
Open on X →
0:09
The Trump Stake Trade:
-Policy pressure headline = rumor long
-White House meeting = size up
-Stake leak = gap run
-PR pivot = take profits
$INTC Intel just proved it works. Next time, you’ll be early.
6.4K views · 27 likes
· 6 reposts · 4 replies
Open on X →
This isn’t random. It’s strategic industrial consolidation:
-Control energy production
-Anchor domestic chip capacity
-Secure AI + quantum infrastructure
Tie it all together under U.S. defense & data laws
3.5K views · 11 likes
· 2 reposts · 3 replies
Open on X →
U.S. Compute Edge - High-End Compute:
Export restrictions + domestic procurement = government leverage.
$NVDA → GPU supply
$SMCI → AI server deployment
$AVGO → secure network ASICs
https://t.co/LnpCnQdx81
6.7K views · 13 likes
· 2 reposts · 2 replies
Open on X →
Sovereign AI & Defense:
$PLTR → already embedded in gov’t systems
$TSLA → mobility/logistics + space comms crossover
Look for Pentagon RFPs, DHS contracts, & “sovereign AI” speeches. #PetroAI @elonmusk https://t.co/H2SaiRDo9x
7.8K views · 23 likes
· 2 reposts · 2 replies
Open on X →
Quantum Breakout
This is a defense modernization priority. Stakes = IP control + military edge.
Watch: $IONQ $RGTI $QBTS $QUBT
Catalysts: DARPA contracts, DOE/NSF grants, NSA encryption pilots. This is the tell.
2.2K views · 14 likes
· 3 reposts · 1 replies
Open on X →
Energy Sovereignty - Oil & Gas:
Energy dominance means being the global swing producer. Targets:
$XLE $XOP (sector)
$EOG $DVN $MRO -Expect DOE grants, refinery upgrades & production ramp orders.
2.2K views · 9 likes
· 2 reposts · 1 replies
Open on X →
Semiconductors/Fabs
Domestic Fabs:
Trump wants U.S. chip sovereignty from wafer to packaging. Next up after $INTC?
$GFS → NY-based foundry capacity
$GLW → specialty glass critical to fabs. I have been telling you about GLW over the past year.
5.5K views · 28 likes
· 4 reposts · 1 replies
Open on X →
Why $INTC matters:
Midwest fabs = national security asset
Key to ending dependence on overseas advanced chip manufacturing
Fits Trump’s “If you want to sell here, you must build here” policy
6.9K views · 25 likes
· 4 reposts · 2 replies
Open on X →
In May, I mapped the Rust Belt 2.0 winners:
Domestic fabs: $INTC $GFS $GLW
Energy sovereignty: $XLE $XOP
Quantum breakout: $IONQ $RGTI $QBTS $QUBT
Sovereign AI: $PLTR $TSLA
Compute edge: $NVDA $SMCI $AVGO
$INTC was first. Who’s next? #PetroAI
@ARKInvest @realMeetKevin
12.5K views · 51 likes
· 8 reposts · 1 replies
Open on X →
This is straight out of the playbook I laid out
The $INTC setup was textbook:
-Policy pressure & public criticism
-White House meeting
-Leak of stake discussions
-PR pivot → stock rips
That sequence can be traded and I think we’ll see it again soon.
9.3K views · 34 likes
· 4 reposts · 5 replies
Open on X →
THREAD🧵 TRUMP PLAYBOOK EMERGING
Back in May, I said Trump’s Rust Belt 2.0 doctrine wasn’t just tariffs, it was oil, AI, chips… and strategic stakes in America’s industrial crown jewels.
Today? We learned the Trump administration is in talks to take a U.S. stake in $INTC
346.1K views · 148 likes
· 14 reposts · 19 replies
Open on X →
THREAD🧵Why $SNOW Is the Sleeper #PetroAI Play of 2025 @StockSavvyShay
Everyone’s talking $PLTR and $IONQ. But the real alpha might be hiding in plain sight: $SNOW the data backbone of sovereign AI.
Let me show you why:
👇 @ARKInvest @CathieDWood @realMeetKevin
39.1K views · 94 likes
· 14 reposts · 8 replies
Open on X →
@mikalche @zerohedge @APompliano Where would $AMZN fall into all of this? They have an end to end global supply chain. I see that they are a part of the PetroAI group, but would they also be affected by tariffs? Id love your insight
1.3K views · 1 likes
· 0 reposts · 1 replies
Open on X →
This is how smart money trades macro.
They don’t wait.
They position into narrative change, flow confirmation, and gamma mechanics.
Watch this weekend closely.
My call: Trump launches Rust Belt 2.0.
It’ll move markets Tuesday.
@mikalche @StockwitsElite
I track macro regime ht
12.9K views · 13 likes
· 2 reposts · 2 replies
Open on X →
0:09
Winners:
$INTC, $GFS $GLW – domestic fabs
$XLE, $XOP – oil sovereignty
$IONQ, $RGTI $QBTS $QUBT – quantum breakout plays
$PLTR $TSLA– sovereign AI, defense-linked
$NVDA $SMCI $AVGO – U.S. compute design edge
Losers:
$TSM, $AAPL – offshore risk
India/Vietnam manufacturing hubs
14.6K views · 28 likes
· 2 reposts · 4 replies
Open on X →
My Weekend Macro Prediction:
Trump announces a major initiative that ties: @TradingThomas3
Energy production (North Sea, Permian, ANWR)
AI + Quantum tech ( $IONQ, $PLTR, DoD contracts)
Semiconductor reshoring ( $INTC, $GFS, CHIPS+2.0)
into a national security play
2.5K views · 14 likes
· 1 reposts · 5 replies
Open on X →
This isn’t Rust Belt nostalgia.
It’s Rust Belt 2.0. @ARKInvest
-Steel has been replaced by silicon.
-Factories by fabs.
-Coal by compute.
Trump’s about to lock in the new industrial base with executive power and capital force. @KGBULLANDBEAR @kevinolearytv @balajis
2.1K views · 5 likes
· 0 reposts · 1 replies
Open on X →
“If you want to sell in the U.S., you must build in the U.S.”
Apple? Tariff target.
TSM? Tariff risk.
Intel? Midwest fabs = golden child.
Energy? Drill it or get left behind.
2.1K views · 7 likes
· 1 reposts · 1 replies
Open on X →
Gamma mechanics matter.
As bullish positioning builds, dealers get pinned short gamma.
That means every push higher = more dealer buy pressure to hedge.
Vol compression + long exposure = melt-up.
That’s exactly what we’ve seen in AI/quantum this week. @chamath @scottmelker
2.3K views · 11 likes
· 1 reposts · 1 replies
Open on X →
Why? Because institutions front-run policy.
They sniff tariffs, stimulus, and executive orders before they’re public.
You don’t wait for confirmation.
You read the flow. @BillAckman @realMeetKevin
2.5K views · 9 likes
· 1 reposts · 1 replies
Open on X →
Macro Setup - Quantum Energy Sovereignty
Trump is fusing two warfronts:
🛢️ Energy dominance
🧠 Compute sovereignty AI + Quantum
The goal?
Rebuild the U.S. industrial base on 3 pillars: oil, AI, and chips.
Made in America. No exceptions. @elonmusk
7.5K views · 19 likes
· 5 reposts · 1 replies
Open on X →
Rispetto ad account della stessa dimensione
5 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.
Visualizzazioni mediane8 286questo account980mediana per 10K–100K
Copertura, %9.59%questo account3.84%mediana per 10K–100K
Interazione, %0.20%questo account1.53%mediana per 10K–100K
| Metrica | Questo account | Mediana per 10K–100K | Rapporto |
|---|---|---|---|
| Visualizzazioni mediane per post | 8 286 | 980 | 8.46× |
| Copertura (visualizzazioni ÷ follower) | 9.59% | 3.84% | 2.50× |
| Tasso di interazione | 0.20% | 1.53% | 0.13× |
Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
2.2K14 Aug
2.2K
7.8K
6.7K
3.5K
6.4K
3.4K
1.4K25 Apr
4.6K26 Apr
15.8K17 Sep
7.5K18 Sep
7K
11.7K
8.3K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.55%14 Aug
0.80%
0.35%
0.25%
0.45%
0.58%
0.47%
0.35%25 Apr
0.22%26 Apr
0.14%17 Sep
0.23%18 Sep
0.19%
0.33%
0.21%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.53%.
What the audience does
Likes58.6%705 in total
Reposts7.0%84 in total
Replies7.4%89 in total
Quotes1.1%13 in total
Bookmarks25.9%312 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
Account simili
The Balochistan Post ✓
@BalochistanPost
172.8K followers
· 45K posts
Dork Dragoon
@dorkdragoon
172.8K followers
· 3.2K posts
대한항공 ✓
@KoreanAir
172.8K followers
· 96.2K posts
Jlexispr
@Jlexispr
172.8K followers
· 309 posts
SONRAY MUSIC
@sonraymusic
172.8K followers
· 1.5K posts
Tableau
@tableau
172.8K followers
· 35.2K posts
NG’ENDO MURUGU ✓
@MRSMuruguu
172.8K followers
· 40.9K posts
Sandra Barneda
@SandraBarneda
172.8K followers
· 16.5K posts