You’re seeing a pullback in AI data-center energy providers—what I like to call the picks and shovels of AI. Names like $HUT, $BE, $NBIS, $APLD, $IREN, $WULF, and $CIFR are pulling back today, but I doubt AI related space is finished offering opportunities.

Original source ↗ | January 29, 2026 at 15:45 UTC | Twitter - @markminervini

IDEA [3] TICKER: BTC (or Crypto) DIRECTION: long THESIS: Bitcoin is currently disconnected from rising global liquidity, but historical patterns suggest it will catch up in time. Patience is required for the market to align. SPEAKER: @raoulgmi TIMEFRAME: medium-term

IDEA [4] TICKER: Brent Crude Oil (or OIL) DIRECTION: short THESIS: The geopolitical premium in Brent crude oil is unsustainable and will reverse sharply to the downside, as it's unwise to long geopolitical risk in a structural bear market for oil. SPEAKER: @burggrabenh TIMEFRAME: short-term

IDEA [6] TICKER: Copper (or HG=

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