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
Son gönderiler
Yeni gönderiler aranıyor…
@mikalche Brah you called this https://t.co/k70vUbX1XW
4.6K views · 9 likes
· 1 reposts · 0 replies
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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@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
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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
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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
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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
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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
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“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
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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
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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
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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
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Aynı büyüklükteki hesaplara karşı
Son 90 güne ait 5 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.
Medyan görüntülenme8 286bu hesap98010K–100K için medyan
Erişim, %9.59%bu hesap3.84%10K–100K için medyan
Etkileşim, %0.20%bu hesap1.53%10K–100K için medyan
| Ölçüt | Bu hesap | 10K–100K için medyan | Oran |
|---|---|---|---|
| Gönderi başına medyan görüntülenme | 8 286 | 980 | 8.46× |
| Erişim (görüntülenme ÷ takipçi) | 9.59% | 3.84% | 2.50× |
| Etkileşim oranı | 0.20% | 1.53% | 0.13× |
Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →
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
0.80%14 Aug
0.55%
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.
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