@stocktalkweekly's calls have beaten their sector by 7.2% per month, winning 57% of the time.

IREN $IREN price-target raised to $42 (from $37) at Canaccord Genuity: "While IREN stock has already made a material move, we believe all of the hard work the company has put into motion has more payoff to come. Our new price target of $42 can be looked at more through a sum of the parts lens, where Sweetwater 1 and Horizon 1 are valued closely to peer companies who have signed data center deals (approximately $7.4B) and BTC mining revenue is valued at ~2x revenue or ~ $2B. This leaves $2.8B for the GPU cloud business (management expecting a $250MM revenue run rate exiting the year and where CRWV trades at 6x next year's sales) and Sweetwater 2, an expected 2027 energization of another 600MW near Abilene."

@geokoutalidis Great work, George! Yeah, these are just a couple examples... Centrus Energy $LEU another core position of mine was in at $40s, out $80s last year, and then in at $96 again this year in May. Not selling this time. Been so many great opps in the market in under-the-radar stocks

@anandragn Like them both, still very much long $OSS one of my largest positions... $4.71 cost basis lets me chill thru the volatility

@Reformed_Trader With you on $CODI, but not having $UUUU tagged here is wild considering they're literally the *only* heavy REE operation in the country ( $MP only does lights which are the not the choke). Will be scaled by Q4 2026 as opposed to MP targeting 2028.

Zero out every subsidiary (which is unnecessary even in max risk scenario) or assume multiple subs get sold to satisfy penalties & debt & whatever else -- doesn't matter Arnold is worth billions in current rare earth multiple environment. Especially considering uniqueness & profitability of asset.

BRAZE $BRZE initiated at 'Overweight' at Cantor Fitzgerald, with a $45 price-target: "Initiate with Overweight rating and $45 price target. Our PT assumes an EV/rev multiple of 5.5x our CY26 revenue estimate. While BRZE is subject to macro headwinds, we view the current 4.3x EV/CY26E rev multiple as undemanding and likely already discounting a soft macro environment. As a result, we see shares with a favorable risk / reward ratio. Ample growth levers to drive sustained strong growth: BRZE’s unique data platform and enterprise-grade technology positions the company well to capture its fair share of the ~$30b TAM. Upmarket traction has been, and will continue to be, a key driver of growth. BRZE continues investing heavily in its platform and expanding channel partner relationships, both key to driving further enterprise adoption. Cross-selling is an integral component of this algorithm. We think BRZE can maintain NRR north of 110% given the significant opportunities to sell into its base. Driving significant operating leverage: Impressively, BRZE has driven robust incremental margins despite continued rapid growth; this should continue. We forecast op margins to reach 7.3% in FY27, or a ~1,600bps improvement from FY24."