A 15% IREN surge from $49.36 lands at $56.76 - through $55 max pain entirely. Bull case - $NVDA blowout earnings tonight. IREN's 5GW NVIDIA partnership validated. Stock surges above $50.

Summary: Bull case: NVDA blowout tonight sends IREN 15%+ through $55 max pain; NVDA put-call 0.49 signals market expects a blowout.

$IREN max pain this Friday sits at $55.

Stock is currently at $49.36.

Max pain represents the price where the maximum number of options expire worthless, minimising payouts for option sellers.

The options chain tells the full story.

$55 calls - ~11,800 contracts. The single largest OTM call block on the chain. For max pain to hold, the stock needs to close just below $55 by Friday.

$50 puts - 4,890 contracts. Currently in the money. Market makers holding active short positions to hedge.

$47.50 puts - 2,920 contracts. Currently out of the money at $49.36. A break below $47.50 turns these in the money - market makers forced to short more stock. Delta cascade lower.

Put-call open interest ratio: 1.47 = defensively positioned overall.

Put-call volume ratio: 0.67 = call buying surging today. Bullish short term signal heading into $NVDA earnings.

$NVDA options pricing in a $350B+ valuation swing tonight. An 8% move either way.

$NVDA trading at $224.53 - above its own max pain of $210. Put-call ratio 0.49 = twice as many calls as puts. The market is explicitly betting on a blowout.

$IREN is a high beta play on $NVDA. Historically amplifies NVDA moves by 1.5-2x.

A 15% IREN surge from $49.36 lands at $56.76 - through $55 max pain entirely.

Worth noting : $NVDA is red going into this print. Historically that’s been bullish. Feb 2024 mirror setup - stock pulled back 6% pre-earnings then ripped 15% higher.

Two scenarios:

🟢 Bull case - $NVDA blowout earnings tonight. Hyperscaler demand confirmed. IREN’s 5GW NVIDIA partnership validated.
Stock surges above $50. Put hedges unwound. Traders pile into $52.50 and $55 calls. Market makers forced to buy. $55 in sight.

🔴 Bear case - NVIDIA meets but doesn’t shatter expectations. IV crush. Sector slides. $47.50 breaks. Delta cascade lower.
Max pain is the anchor. NVIDIA earnings is the catalyst.

Watch after close tonight. 👀

NFA


The market is explicitly betting on a blowout. $NVDA is red going into this print. Historically that's been bullish.

structural marker; pre-classified as canonical yfinance ticker


Summary: Among the four names, RKLB has the greatest upside potential.

@Mapago9 Out of these 4 then you see $RKLB with the greatest upside

$MU Is a $2000 stock trading at $1150

$RKLB Is a $200 stock trading at $88

$NBIS Is a $400 stock trading at $248

$META Is a $1000 stock trading at $540

Agree or Disagree? https://t.co/2xE5A9eLJY


Summary: Endorses IREN as the best buy among the three names at current prices.

@TheFinGodFather $IREN is the best buy out of the 3 at current prices.

One thing people on X don’t understand. Everything on $NBIS is already priced in. Everything on $CRWV is already priced in. The beauty is that nothing is priced  in  on  $IREN. That is the sweet Alpha. I have been here many times before. Watch and learn.


Smart money is buying the expansion. Institutions aren't selling.. so why are you?

Summary: Bullish IREN: institutional ownership surging (BlackRock +605%, CalPERS, SNB new positions), absorbing dilution — smart money buying the AI buildout expansion.

$IREN : institutional ownership has been growing in 2026.

The May 13F filings confirm it.

Defiance ETFs - new position of 12.6M shares.

BlackRock - up 605% from 632K to 4.46M shares.

State Street - up 344% to 2.61M shares.

Bank of New York Mellon - up 1,058% to 243K shares.

National Bank of Canada - new 1.6M share position.

Toronto-Dominion Bank - new 1.4M share position.

Swiss National Bank - new 963K share position.

CalPERS - new 516K share position.

519 institutional owners. 483 long only.

147.1M shares held. 41.17% of the float institutionally owned.

Worth noting - IREN has issued significant new equity to fund its AI buildout. Institutions have been absorbing that dilution rather than running from it.

Smart money is buying the expansion.

Institutions aren’t selling.. so why are you?

NFA


Summary: Contrarian bullish on oil; sees the dip below $70 as a buying opportunity, not a panic.

WTI crude oil futures, direct Yahoo Finance ticker

@Kalshi Oil diving and the majority want to panic?

HIGHER https://t.co/kMkXDgaly0

BREAKING: Oil prices fall below $70/barrel


Summary: Betting on physical infrastructure (IREN) and memory (MU) by following the money.

@One80IT Follow the money. Physical infrastructure and Memory is my bet : $IREN $MU


Summary: NBIS is one of the author's two biggest positions; long with a near-term pullback caveat.

industry='Internet Content & Information'

@Carlos348972434 Agreed. Both are my 2 biggest positions. A pullback is due at some stage for $NBIS


Summary: BTC will settle at a higher price than today as adoption grows and volatility decreases over time.

The volatility in $BTC will reduce over time with increased adoption. A lot of the volatility can be attributed to upside potential, hence cyclical trading opportunities. Eventually cycles will be less sharp and hence the opportunity for $BTC will reduce but the price action will become more stable at a higher price than it is today

@OInvests @BitcoinAIGuy Yeah, definitely, using Layer 1 for transactions is overkill.


Summary: Price target $210–220 on NBIS, implying upside from current levels.

@TheBigBerbowski $210- 220 is where I see it landing

Do we add here, friends? $NBIS

Chart artists, what do you think? https://t.co/VXJ282ZMnK


Summary: Bullish on nuclear energy stocks on DOE financing news for reactor parts; names VST, CEG, OKLO, LEU, NNE, SMR as due to run.

Nuclear Energy stocks are due a run soon.

$VST $CEG $OKLO $LEU $NNE $SMR https://t.co/4RgR0fuh9c

US ENERGY DEPT CONSIDERING PLAN TO FINANCE BILLIONS OF DOLLARS IN LONG LEAD TIME PARTS OF NUCLEAR REACTORS, NEI HEAD SAYS


Summary: Holds 5 live positions: IREN, NBIS, VRT, MU, MSTR across multiple accounts.

@drbob512 I have 5 positions total across a couple accounts:

$IREN $NBIS $VRT $MU $MSTR

@OInvests Generalities fluctuate depending on circumstances. Some say diversify, don't put eggs all in one basket, others say focus on very few positions, 1-3, & watch over that basket like a hawk. Both can work. I have ton of IREN in 3 accts.


Summary: Author bought VST (back above 50 SMA) and CEG (approaching 50 SMA) this week, taking a leap of faith.

$VST and $CEG taking a leap of faith today.

$VST back above 50 SMA

$CEG approaching its 50 SMA

Did you buy either of these this week? https://t.co/X7vjGPXZZw

Levels to watch if we get a further dip today:

$IREN - $48–$50
$NBIS - $195–$200
$MSTR - $150–$155
$MU - $611–$676
$VST - $130–$135
$VRT - $327–$337

Which are you looking to buy? 👇

NFA


Summary: Bullish AMZN: blowout EPS, AWS +28% fastest in 15 quarters, rapid post-earnings recovery signals buyers in control.

$AMZN - fascinating price action around earnings.

Dropped from $275 to $253 in minutes. Now back to $263.

The market tried to sell the news. Couldn’t hold it down.

The numbers justified it.

EPS $2.78 vs $1.64 expected. AWS +28% , fastest growth in 15 quarters. Operating income $23.9B vs $20.8B expected.

$43.2B in AI capex this quarter alone.

When a stock recovers that fast on numbers like that, the buyers are firmly in control.


Bullish moving into next week. Closed above 10 EMA, used it as support on Thursday. The 21 EMA has started to curl up and price sits firmly above a rising 50 SMA

Summary: Bullish IREN into next week: closed above key EMAs, 21 EMA curling up, price above rising 50 SMA, max pain shift to $61.

$IREN : closed the week above $60

Max pain for the past week sat at $54.

Next week max pain sits at $61.

Overall Thursdays candle was very bullish.

Closed above 10 EMA, used it as support on Thursday.

The 21 EMA has started to curl up and price sits firmly above a rising 50 SMA

Bullish moving into next week.

$IREN : Setup remains strong.

All we’ve got to do is turn that $70 red zone into support and we will see an $NBIS type run.

You are not late, you are early. https://t.co/e5O2fkFzjd


Summary: Bullish IREN to $100 soon; breakout above $60 flagged as a short-lived setup.

🚨 $IREN breaks $60.

I’ll say it again…

Setups like these don’t last long.

$IREN will be $100 soon. https://t.co/tPIHNJpwMq


Summary: Holds ~65% position in IREN; sees a clear path forward.

@theCFOInvestor I’m around 65% in $IREN atm but this is not financial advice.

I see a pretty clear path for $IREN here tho


Summary: Bullish IREN: Mirantis acquisition adds software stack enabling full AI cloud delivery, faster onboarding, higher utilisation, improved margins.

$IREN acquired Mirantis for $625M.

Mirantis just partnered with Saturn Cloud to deliver a full-stack AI platform for neoclouds and enterprises.

Bare metal GPU infrastructure → hyperscaler-grade AI experience. Ready to use out of the box. No custom engineering required.

Mirantis adds the operating system layer.
Orchestration, monitoring, provisioning and enterprise support all managed.

Customers go from raw hardware to a production-ready AI platform in days, not months.

Faster customer onboarding. Higher utilisation. Improved margins.

Mirantis is a founding ISV partner of the $MVDA AI Cloud Ready Initiative - accepted March 2026. One of only a few software companies validated to help NVIDIA Cloud Partners deploy scalable AI infrastructure.

Mirantis provides the software depth needed for $IREN to deliver as a full-stack AI Cloud provider.

NFA

We are thrilled to announce that @saturn_cloud and Mirantis are partnering to deliver a full-stack AI platform for neoclouds and enterprises.

Together, we give GPU cluster operators a turnkey path from bare-metal infrastructure to a hyperscaler-grade AI experience, on sovereign, https://t.co/hUljR3s69d


Summary: IREN bouncing off 50 SMA at $51.50; bullish lean on continued upside from support.

$IREN : Strong bounce off the 50 SMA

50 SMA sits at $51.50

Too early to gauge Volume significance https://t.co/dpI2Cj6cN4

$IREN : The setup has not broke.

Price has pulled back but if we look at the daily perspective here, this isn’t the first time.

It’s the 3rd time, or potentially 4th depending how you count it.

Each time so far we have bounced to the upside.

Does that mean it will happen https://t.co/meZ4fxnJno


Summary: IREN forming higher base after finding 150 SMA support; expects imminent breakout to higher highs.

$IREN found support today at $47.66 - exactly where the 150 SMA sits.

You may see a weak close. I see a potential higher low.

$IREN is forming a higher base. This breaks out soon. https://t.co/ODr1vEOIiA


Summary: Bullish IREN: infrastructure ownership plus NVDA/MSFT validation positions it well to win further customers.

@AlexisWrem1747 The post is funny nothing more to what I said really

I agree there is execution risk on the point of negotiating and structuring deals.

I do think ownership of infrastructure and now the validation of $NVDA and $MSFT will stand in $IREN favour when finding further customers

@OInvests So why you think my tweet is funny because i am massively bullish on $IREN?

What Dan needs to prove now is that IREN can structure deals with meaningful upfront payments, ideally in the 40% range, similar to what NBIS has shown is possible.

That is what would truly unlock the


Summary: Long VRT with a $240 price target, watching the 150 SMA.

$VRT : All eyes on you 👀

Time for a date with the 150 SMA

See you at $240 🤝 https://t.co/HmF1fMwxWx

Very.

$IREN and $VRT are my top 2 picks to add to here currently.


Summary: Long IREN, NBIS, VRT, MU as core beneficiaries of the AI buildout; urging holders to ignore near-term volatility.

Past week vs Past 3 months.

Not everyone can stomach volatility but if you seek extraordinary gains then it’s just something that is part of the process.

I’m immune to volatility at this stage. Been here plenty of times before.

In 6 months time you’ll forget the price action of the past week.

$IREN $NBIS $VRT $MU are all going to be integral to the inevitable AI buildout.


Summary: Bullish IREN; author has been long throughout and sees further upside ahead.

@TheProfInvestor Everyone is out? Brother we’ve been in for the ride this whole time…

This is just the start for $IREN

$IREN they cant make it any more obvious

under cut $45 where retail had their stops.
still kept is above trending 21 week EMA

and rammed it up 30% this week

everyone is out
let them be the fuel which pushes it higher.

just print these charts for future. https://t.co/pFt623fEFM


Leopold's increasingly bullish on $IREN and $MU

Why aren't you?

Summary: Author endorses bullish stance on IREN and MU based on Aschenbrenner's 13F additions.

Leopold’s increasingly bullish on $IREN and $MU

Why aren’t you?

Leopold Aschenbrenner’s latest 13F is out.
Situational Awareness LP.

Here’s what changed. 👇

$IREN - added 2.99M shares. Now 11.7M shares. 2.93% of portfolio.

$MU CALL - new position. 1.25M shares.

$SNDK CALL - new position. 611K shares.

$CRWV - trimmed by 9M shares.

$BE - https://t.co/LpfUQQwq6m


Summary: Endorses ORCL receiving a Trump investment, implying a bullish catalyst.

@CKCapitalxx Agree $ORCL is likely to receive an investment

$ORCL could catch a bid with an investment from Trump.

One of the top contenders I think.


Expect a further correction. Next support level at $815.

Summary: Expects MU to correct further toward $815 support, citing 20 EMA at $843.

$MU : Expect a further correction.

20 EMA at $843

Next support level at $815.

See you there… great opportunity if we see these levels. https://t.co/eapP3D4sD6


Summary: Bullish IREN on global expansion into AI infrastructure via Nostrum acquisition.

@InfraThesis Interesting read. Good write-up.

It really does seem like $IREN is set to expand globally and become a global leader in AI infrastructure.

$IREN

Why IREN's Nostrum Group acquisition makes sense

IREN has agreed to acquire 100% of Spain's Nostrum Group (Ingenostrum, S.L.).

Total consideration is approximately €165M, reportedly comprised of 65% cash and 35% IREN ordinary shares. The share portion is said to be a https://t.co/cR5QjtZLWV


Summary: Bearish SPCX: current $182 bounce is a dead cat, Stage 4 sell-off incoming with $100 target.

The $SPCX cycle is obvious.

Here’s what to expect:

Stage 1 - Quiet period. Pre-IPO hype builds.

Stage 2 - IPO & pop. Institutional FOMO drives first day gains. Peak $225.

Stage 3 - Initial pump. Retail jumps in late. Insiders begin selling. Bounce to $215.

Stage 4 - Post-IPO dip. Reality sets in. Sell-off begins.

Stage 5 - Consolidation. Selling slows. Institutions quietly rebuild.

Stage 6 - Price discovery. Fundamentals drive long term value.

We are currently at the $170 bounce - the brief relief rally before Stage 4 takes hold.

Stock dropped from $225 to $170. Now bouncing to $182.

This is the dead cat. Stage 4 is next.

$100 base formation is the target.

Don’t say you weren’t warned. 👀

NFA


Summary: Long VST (nat gas preference), long CEG (nuclear ~10yr), long IREN (demand substantially increases post-2030 despite pricing premium compression).

Some great points made here.

1. Jevons paradox - I’ve made a couple posts on this. Completely agree with this stance that efficiency gains result in more utilisation, hence increased demand.

2. Natural gas is maybe 5 years away - companies like $VST being my preference

3. Traditional nuclear companies are more like 10 - think $CEG

4. I’m not stating demand for $IREN falls post 2030, quite the opposite I think it substantially increases but my point here is the pricing premium diminishes as by this point supply will be less scarce, although still scarce relative to demand

@OInvests I also want to add, what is more likely in the near term is people using the glut of natural gas in places like the Permian to build nat gas plants. There's still land acquisition, permitting, a shortage of equipment required to build the plants.. and then the practical knowledge


Traditional nuclear companies are more like 10 - think $CEG


I'm not stating demand for $IREN falls post 2030, quite the opposite I think it substantially increases


Summary: Long IREN; endorses structural infrastructure advantage thesis.

@danroberts0101 Great post Dan, firm believer in the structural advantage $IREN has through securing infrastructure years in advance.

𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬.

There's been a lot happening at IREN recently.

Expansion across North America, Europe and Asia-Pacific.

The NVIDIA partnership.
The Mirantis acquisition.
New GPU


Summary: Bullish IREN: $60 possible tomorrow, thin volume above $65 sets up explosive move if that level breaks.

$IREN : $60 looks possible tomorrow.

The volume shelf above $65 is thin.

If we get above $65… oh boy fireworks are happening https://t.co/5zxpAjL0TD

$IREN: A close above $56 today will force buying.

Watch closing price closely.

Could see a gamma squeeze shortly. https://t.co/wdkGznNVYI


Summary: Bullish IREN: 3rd higher low confirmed off 50 SMA, expects next higher high.

$IREN : Didn’t take long for us to be poking our head around $60 again..

Strong bounce off the 50 SMA

3rd Higher Low confirmed.

Time to see the next Higher High ‼ https://t.co/YSn88aqPYq

$IREN : Strong bounce off the 50 SMA

50 SMA sits at $51.50

Too early to gauge Volume significance https://t.co/dpI2Cj6cN4


We've fell below the 50 SMA. We do not want to lose $51

Summary: IREN broke below 50 SMA; bearish technical concern with $51 as critical support level to hold.

$IREN : This is the concern I had flagged.

We’ve fell below the 50 SMA

We do not want to lose $51

This is from a technical view only. https://t.co/bNyoU0dQxr

$IREN : Time to flag a concern ⛔

The concern I have here is the potential to form a head and shoulder pattern.

$53 needs to hold. Coincidentally this is where the 50 SMA sits.

As long as we stay above the setup remains strong. https://t.co/MhTXQhS3cw


Summary: Looking to add more VRT at $300 (near 50 SMA); bullish on cooling as essential to power expansion.

$VRT : $300 would be the target to add more.

299 is where the 50 SMA sits.

There is no power expansion without adequate cooling. https://t.co/UasXKjxr7U


Summary: Flagging NBIS earnings this Wednesday with anticipation; implied bullish interest into the print.

Interesting week ahead.

Monday → Senate votes on Kevin Warsh as new Fed Chair

Tuesday → U.S. CPI Report

Wednesday → FOMC Chair Speech

Thursday → Fed Balance Sheet

Friday → Trump-Xi Meeting

Friday May 15 - every hedge fund with $100M+ files their 13F. Leopold included. 👀

And $NBIS earnings this Wednesday.

Busy week.

---

FYI - $NBIS earnings are Wednesday, not Thursday as shown on the visual. Text is correct.


Summary: Bearish MU into earnings; expects further price drop even on a beat.

@TheBigBerbowski Likely even with a beat we see a further drop here

The weight of the Fintwit world is on one man's shoulders.

$MU https://t.co/OdDtT7XD9R


Summary: Targets IREN at $70 and NBIS at $195; author reaffirms the same upside calls from the quoted tweet.

$IREN 🔜 $70

$NBIS 🔜 $195

Ready? 👀 https://t.co/L81RGPQAF6

$IREN 🔜 $70

$NBIS 🔜 $195

That’s just the way I see it currently..

Let me know if I’m wrong?


Rejected at the 150 SMA which sits at $158. Likely see a retest of the 50 SMA which sits at $142.

Summary: PLTR rejected at 150 SMA ($158), expects pullback to retest 50 SMA at $142 before re-entering.

$PLTR : Attempting a breakout

Rejected at the 150 SMA which sits at $158

Likely see a retest of the 50 SMA which sits at $142.

This is likely where I step back in. Been out of $PLTR since $180’s https://t.co/Wozqt2ef4N


I'm using the $135 level as an opportunity to buy more shares.

Summary: Buying more NBIS shares at $135, not trimming; bullish on continued upside.

@KennyZufall I’m not trimming here. I’m using the $135 level as an opportunity to buy more shares.

No options just ordinary shares.

@OInvests Have you decided to trim or sell CC's to hedge or you just gonna let your $NBIS ride and do its thing?


Summary: Initiated long NOK: AI-native optical/IP networking backbone for hyperscale AI DCs, NVDA $1B stake, 49% AI-cloud growth, raised guidance — called most undervalued AI infra name.

Spent my lunch-break digging deeper into $NOK - here’s what I found and why I initiated a position today:

$NOK - Nokia. A name most people associate with old mobile phones.

Here’s what it actually is in 2026.

Nokia has pivoted into AI-native optical networking, IP routing and 5G/6G infrastructure - becoming a core backbone provider for hyperscale AI data centres.

The proof:

✅ $NVDA invested $1B into Nokia - taking a ~3% equity stake. Co-developing AI-RAN integrating AI directly with wireless networks.

✅ Core networking backbone for $CRWV, $MSFT Azure and $AMZN AWS.

✅ AI & Cloud segment grew 49% YoY - now 8% of total group sales. €2.4B in AI cloud orders.

✅ Network Infrastructure growth guidance revised up to 12-14%. Optical/IP networks 18-20%.

✅ $4B US R&D and manufacturing expansion - Allentown Pennsylvania photonic chip facility scaling 10x by Q3 2026.

✅ Trump publicly praised Nokia’s domestic semiconductor investment at a Mack Trucks plant in Pennsylvania.

✅ $GOOGL Cloud partnership - deploying autonomous AI agents cutting telco troubleshooting timelines by 50-80%.

Market cap: $74B.

Finding support at the 50 SMA.

The question : is this the most undervalued AI infrastructure name in the market?

What am I missing?

NFA


Summary: Bullish AI infrastructure stocks IREN, NBIS, MU, VRT on euphoria cycle expected in next 18 months.

We are going to have a period of Euphoria in the next 18 months.

We have only just entered renewed optimism.

AI infrastructure stocks are about to explode.

$IREN $NBIS $MU $VRT

NFA

🚨 This is where we are at in the AI Cycle.

$IREN $NBIS https://t.co/wCjlequNHb


I see another 2X but wouldn't say a tonne more runway

Summary: Sees another 2X upside in MU but disagrees with a full parabolic NVDA-like run.

@DollarCostAvg Parabolic from here? I see another 2X but wouldn’t say a tonne more runway

$MU is like Buying $NVDA in 2020. It will have parabolic Run like $NVDA. MARK IT✅


Summary: Holds a long position in IREN regardless of the H&S technical concern.

@poooptrooop I don’t think it will either but I have to flag the possibility.

FYI I’m long on $IREN regardless. This is just a technical take

@OInvests I can assure you a H&S is not going to play out


it's not outside the realms of possibility to expect $100 + this year and $200 in the future is more than realistically possible

Summary: Bullish IREN with $100+ target this year and $200+ longer-term as realistic upside.

@Sebagyeong Yep $500 + requires near perfection but it’s not outside the realms of possibility to expect $100 + this year and $200 in the future is more than realistically possible.

@OInvests I fully agree.

It is true that $IREN is significantly undervalued and is still at a very attractive price.

However,

since the 6B ATM needs to be applied and there is additional capEx that $IREN must raise through contracts with additional hyperscalers, I wanted to share my


Summary: Conditionally bullish on listed names while VIX stays below 20; slowly adding into weakness, dips are gifts.

VIX at 19.95. Up 18.89% today.

The market has just crossed the historical boundary between complacency and fear.

Below 20 - fearful but not panicking. Above 20 - active volatility territory where corrections accelerate.

We’re sitting right on that line.

One negative catalyst - rate hike signal, geopolitical escalation, earnings miss and we go significantly lower.

One positive catalyst - Iran deal confirmed, Fed softens, $MU earnings beat Wednesday and equities snap violently to the upside while the VIX crushes back toward 15.

True capitulation requires VIX blasting past 30 toward 40+. The 52-week high is 35.30. We’re nowhere near that.

At this level it’s not a case of lump sum buying. It’s a case of keeping a watchful eye, continually assessing the situation and slowly starting to add into weakness.

Dips are gifts - as long as VIX stays below 20. Sustained above 20 means corrections get deeper and last longer.

$IREN $NBIS $VRT $MU $RKLB $ASTS

NFA


slowly starting to add into weakness. Dips are gifts


The capital being freed up doesn't sit idle. It funds the $80B buyback. It gets injected into the infrastructure ecosystem.

Summary: Bullish NVDA bond issuance funds buybacks and ecosystem; infrastructure plays IREN, NBIS, VRT, MU set to benefit from AI expansion far greater than anyone realizes.

$NVDA is raising at least $20B through a corporate bond offering.

A company that generated $48.59B in free cash flow last quarter.

Why? Balance sheet optimisation - refinancing existing notes at ultra cheap rates. Their credit is currently viewed as safer than US sovereign debt.

But here’s what this signals.

The capital being freed up doesn’t sit idle. It funds the $80B buyback. It gets injected into the infrastructure ecosystem.

Meanwhile $IREN signed a $3.4B NVIDIA contract. $NBIS secured a $2B NVIDIA investment. Hyperscalers are issuing hundreds of billions in bonds to fund AI infrastructure expansion.

The expansion is going to be far greater than anyone realises.

Bullish for infrastructure. $IREN $NBIS $VRT $MU

NFA

$NVDA - *NVIDIA PLANS TO RAISE AT LEAST $20B FROM HIGH-GRADE BOND SALE


Bullish for infrastructure. $IREN $NBIS $VRT $MU


if they give me $50's again, I'll be forced to buy more. Hard not to continually increase the position when it's the greatest asymmetric opportunity in the market.

Summary: Long IREN; will add if it dips to $50s; views it as the greatest asymmetric opportunity with $300 target by 2028.

$IREN : if they give me $50’s again, I’ll be forced to buy more.

Hard not to continually increase the position when it’s the greatest asymmetric opportunity in the market.

NFA https://t.co/m5dy26t4w9

The greatest asymmetric opportunity in the market currently is $IREN

If the team execute this is at minimum a $300 stock by 2028.

If I am wrong.. tell me what stock presents a better opportunity in the market than $IREN currently? https://t.co/H89mlrBuDc


Summary: Bullish IREN into earnings; Sweetwater energisation in April + potential deal announcement expected to move stock up.

@JustusFult99485 Sweetwater is energising in April.

The majority of the market is pumping currently.

$NBIS is within the same sector yes but if Sweetwater energisation goes to plan and $IREN announces a deal near next earnings expect the stock to move.

@OInvests So if $NBIS was red the past month you think IREN is pumping?


Summary: Picks IREN over NBIS for more upside from current levels.

@wave3trades $IREN has more upside here https://t.co/lXnckvMaHe

If you had to go ALL IN on one right now

What are you taking?

$NBIS or $IREN


Summary: Bullish IREN as an implied beneficiary of the Nebius-Bloom Energy fuel cell power deal.

Whilst this is a great move for $NBIS

This is equally bullish for $IREN if you read behind the lines.

$NBIS x $BE SIGN $2.6 BILLION FUEL CELL POWER DEAL

Bloom Energy will provide 250 MW of guaranteed capacity and 328 MW of installed capacity for Nebius https://t.co/08e1nf31AT


Summary: VRT beat on EPS/margins, raised FY guidance; post-earnings dip is 'sell the news' — thesis intact, watching $270–282 as support entry.

$VRT earnings beat - pre-market.

EPS: $1.17 vs $1.01 expected. Beat by 16%.

Revenue: $2.65B -in line.

Adjusted operating margin: 20.8% vs 19.4% expected.

Full year EPS guidance raised to $6.30–$6.40 vs $6.08 consensus. Up 51% vs 2025.

Americas data centre demand up 44% organically.

Stock is down 5%. This is what “sell the news” looks like.

The thesis is intact.

$270–282 is the level to watch.


Summary: Bullish IREN; author asserts the run is only beginning.

@100kDiary Insane returns and to think $IREN is only just getting started.

Just saw this on Reddit and it’s genuinely crazy how people make so much money on these kinds of investments. 🤯

This guy hit £1M in his tax-free ISA by age 27 with a mind-blowing 2,572% return just by going all-in on "energy infrastructure" and mining stocks like Hut 8 and https://t.co/dtUe39Hz9a


Summary: Implied bullish on IREN as a downstream beneficiary of Google's $40B Anthropic investment.

@wallstengine Wait until this goes full circle into $IREN 👀

$GOOGL PLANS TO INVEST UP TO $40 BILLION IN ANTHROPIC https://t.co/fh5bv44PWJ


Summary: Author endorses the view that IREN is significantly undervalued given elevated demand, implying upside from current levels.

@Sebagyeong Great take, thanks for retweeting.

A 15X assumes 100% monetisation of all current pipelined capacity. This is ambitious but it does highlight how significantly undervalued $IREN is whilst demand remains elevated.

$IREN

Oli 님 께서 댓글에 한번더 설명주셨지만,

MS 와 200MW 계약했다고 해서 그게 끝은 아니다

200MW는 It load에 대한 것이고, 실질적으로는 시설운영을 위하여 전력망에서 끌어써야하는 것은 총 300MW이 맞는 말이다

자 그렇다면 ,
4.5GW / 300MW 이면 총 15배 멀티플을 더 줄수있다는건데 ...


Summary: Bullish IREN despite 14% drop; lists major catalysts and frames dip as the cost of asymmetric upside.

$IREN is down 14% today and overall down the past month.

Here’s what happened in that same month:

✅ $3.4B $NVDA contract
✅ 5GW strategic partnership with NVIDIA
✅ $3.65B investment grade GPU financing - highest rated ever
✅ $3.0B convertible notes closed
✅ Mirantis acquired - software stack complete
✅ European expansion via Nostrum
✅ $4.4B ARR target announced
✅ First Australian campus - 800MW Bundey confirmed
✅ B. Riley price target raised to $96
✅ Macquarie Outperform - $90 target

The stock is down.

The company is unrecognisable.

Volatility is the price you pay for asymmetric returns.

NFA