Summary: Bullish near-term price targets: NBIS $150, IREN $75, RKLB $75; all setups remain bullish.

$NBIS → $150 soon
$IREN → $75 soon
$RKLB → $75 soon

Setups remain BULLISH 🚀


structural marker; pre-classified as canonical yfinance ticker


I'm loading up and staying bullish into year-end

Summary: Loading up long on IREN, NBIS, RKLB, BMNR, BTC, ETH; staying bullish into year-end.

Winter’s coming… and it’s going to be cold for the bears 🥶🐻

I’m loading up and staying bullish into year-end.

Who else is ready for liftoff? 🚀

$IREN $NBIS $RKLB $BMNR $BTC $ETH https://t.co/3SnRCkD0Xp


industry='Internet Content & Information'


Summary: Endorses bullish IREN thesis; expects all-time highs.

@BabeInTrades Only a matter of time until we see ATHs

From here, it’s just watching $IREN grind to $100


Summary: Author calls IREN incredibly bullish on AI Cloud capacity expansion and GPU procurement announcement.

$IREN is pleased to announce an expansion of its AI Cloud business.

- Doubled AI Cloud capacity to 23k GPUs
- Procurement of 7.1k NVIDIA B300s, 4.2k NVIDIA B200s & 1.1k AMD MI350Xs
- GPUs scheduled for delivery at Prince George campus over the coming months
- Raising AI Cloud https://t.co/e2gTegC5T9


Summary: Still long-term bullish on NBIS despite trimming 20% on technical weakness; plans to reload on chart confirmation.

🚨 Still long-term bullish on $NBIS

💎 Trimmed 20% Friday after losing the 20 EMA + gap down.

⚠ Could signal a short-term momentum shift.

Trimming frees capital to reload when the chart confirms. 📈


Summary: All three names have more upside ahead; don't sell winners early.

🚨 Most investors give up gains by selling winners too early. The chart indicates when to reduce your position.

$IREN $IONQ $NBIS are far from over. 🚀

I'm getting a lot of "scared money" vibe now.

"The real key to making money in stocks is not to get scared out of them" - Peter Lynch.

A lot people has seen this quote but I think it's a lot more nuanced. Let me list a few off my heads:

1. Market has peaked (I'm hearing a lot https://t.co/yJc0kdaGr5


Summary: Bullish IREN; decisive quality verdict that company is years ahead on data center/AI execution.

🚨 $IREN CEO @danroberts0101 appeared on Yahoo Finance today.

💎 Vision + early execution = $IREN is years ahead. 🚀

IREN CEO @danroberts0101 joins Yahoo Finance to discuss surging data center demand amid the AI boom: https://t.co/yy4p9r8uQu


Summary: Both ASTS and IREN have incredible potential; bullish on both as leading stocks in sectors of the future.

@SaintAgnesBets Great stance. $ASTS and $IREN both have incredible potential. Very different stocks with very different potentials although both in leasing sectors of the future

@OInvests it's regret and fud bearposting. ironically one case is from someone who sold the $ASTS bottom at $17 🤣🤣

just buy more when they start whining. 🤣 its not my fault when traders buy high and sell low.

i'm here for the long term and always have been $IREN


Summary: Decisively picks IREN as the most likely to 2x in 2026, calling it a guarantee above all other options.

@SergeyCYW $IREN is a guarantee. The others can battle for 2nd place

Which stock is the most likely to 2x in 2026?

1. $NBIS at $85
2. $IREN at $38
3. $DUOL at $177
4. $PYPL at $59
5. $ZETA at $21
6. $TTD at $38
7. $DLO at $14
8. $ADBE at $352
9. $AMD at $215
10. $CRM at $266


Summary: Both IREN and NBIS at bear-trap stage; author sees very early-stage upside from here.

I genuinely think we are at the bear trap stage of this chart $IREN $NBIS we are very very early.

Where do you think we are at in this chart? https://t.co/wfTvmJNIkM


Posts like this are exactly when $BTC starts to become more attractive..

Summary: Contrarian long BTC: Peter Schiff's bearish capitulation seen as a buy signal.

If Bitcoin won’t go up when tech stocks rise, and it won’t go up when gold and silver rise, when will it go up? The answer is: it won’t. The Bitcoin trade is over. The suckers are all in. If Bitcoin won’t go up, it can only go down. If HODLers are lucky it won’t be a slow death.


Summary: Names five AI stack beneficiaries across power, software, cooling, data, and real-world applications as long-term AI expansion plays.

5 companies that could shape the future of AI expansion:

$IREN - Grid-secured, connected power
$NBIS - The AI software stack
$VRT - Cooling infrastructure for GPUs
$PLTR - The AI operating layer
$TSLA - The real-world application layer

AI dominance will likely be built across the entire stack, not just one company.


$TSLA - The real-world application layer


Summary: Expects a second-half rally in US equities; bullish on SPY/QQQ.

@TheRonnieVShow A 2nd half of year rally is coming.

It’s just a question of when at this point..

People clearly forget how much easy money was made from April to November in the stock market.

Now is not the time to quit.

It’s the time to get ready for the next rally.

I’m here to help!

$SPY $QQQ


Summary: Bullish IREN as a beneficiary of US data center power bottleneck, having secured sites years in advance.

@HyperAICapital There is a significant advantage to having sites secured years in advance.

This is bullish for $IREN

🚨 US DATA CENTER BUILDOUT HITTING A MAJOR BOTTLENECK

Nearly half of planned US data centers are now being delayed or cancelled due to power shortages.

Companies like Amazon, Oracle, Meta, Google and OpenAI have committed over $600B to AI infrastructure this year.

Critical https://t.co/31x88mYM7S


Summary: Bullish IREN: new CIO's cooling expertise directly addresses the power-density bottleneck in data centers.

@BlackPantherCap Thermal architecture and liquid cooling background stands out here. The bottleneck was increased power demand is cooling

⚡JUST IN:

$IREN appoints John Gross to Chief Innovation Officer.

This is a capability move, not a title change.

With 20 years in the field, Gross is widely regarded as a leading authority in data center engineering, specializing in high-density environments and advanced


Summary: Long IREN over 2–3 year horizon on accelerating data-centre power demand driving the next expansion leg.

People often say $IREN is a 10-year stock.

I’m not sure anyone can truly see 10 years ahead with confidence.

My conviction sits in the 2–3 year window, where I can reasonably say power demand for data centres continues to accelerate, and companies like $IREN are needed for the next leg of expansion.

That doesn’t mean I won’t hold longer, it just means I frame my conviction based on what I can actually see


Summary: IREN will replicate PLTR's chart trajectory over the next 3 years; strongly bullish.

The $IREN chart will look like the $PLTR chart in 3 years. https://t.co/CAiusZ8CoG


Summary: Bullish NBIS; plans to buy any dip following the convertible notes announcement.

The right thing to do.

I'll welcome any $NBIS dip with open arms.

🚨 $NBIS proposes $2B private convertible senior notes offering.

Funds to boost 2026+ core biz growth, scale global DC portfolio w/ new greenfield sites, expand customer base from AI startups to large enterprises.

$2B in two series: $1B notes due 2030, $1B notes due 2032.


Summary: All four names seen ready to run higher in October.

September was great ✅

Something tells me October could be special…

$IREN $NBIS $RKLB $BMNR look ready to run wild 🚀 https://t.co/GYHYKqyNDB


Summary: Expects TE to hold support at $4.50–$5.25; bullish floor call.

@jrouldz There’s a strong level of support below. $TE should hold around $4.50 - $5.25

I wonder how many people begging for a dip on $TE are actually going to enter now 😆 https://t.co/3gxE4PEA47


Summary: Holds over 60% of individual stock portfolio in IREN; strong live long position.

@OakenshieldVGX 🤝 Over 60 % of my individual stocks portfolio in $IREN

$IREN Exactly THIS.
I have 70% of my net worth in this stock for a reason.


Summary: RKLB breaking above $50 resistance; bullish momentum implied.

$RKLB : Smashing through $50 🚀 https://t.co/lhMyThZv8n

3⃣ $RKLB: Overall Positive Chart

💠Bouncing between a range

🟢 Strong support below

🟢 Resistance ~$50

$RKLB is ready for a catalyst to set direction.

Neutron launch H2 2025... Could this be the catalyst to break $55? https://t.co/5tESAhYfRv


Summary: Bullish IREN as Gigawatt-scale AI infrastructure leader validated by NVDA at GTC; implied long NVDA as the platform behind it.

@SanketJain37959 Massive validation.

$IREN presenting "blueprint for Gigawatt-scale AI factories" at GTC = $NVDA recognizing them as infrastructure leaders.

Site selection → power grid → GPU clusters.

Teaching the playbook while competitors find sites.

Bullish.

@OInvests $IREN leaders are hosting a featured session titled "How to Build an AI Cloud: From Site Selection to GPU Clusters" (Session S82317). They are sharing their "blueprint" for building Gigawatt-scale AI factories from the ground up. $NVDA
#NVIDIAGTC2026


$NVDA recognizing them as infrastructure leaders


But here's what really matters: YE'26 ARR guidance up roughly 7x YoY ($7B-$9B) … Raising YE'26 capacity guidance from 2.5GW to >3.0 GW

Summary: Despite double miss, bullish NBIS on massive guidance raises: ARR 7x YoY and capacity up to >3GW by YE'26.

🚨 $NBIS with a double miss on earnings.

EPS miss by 55%
Revenue miss by 6%

But here’s what really matters:

Guidance:

🤯 YE'26 ARR guidance up roughly 7x YoY ($7B-$9B)

💥Raising YE'26 capacity guidance from 2.5GW to >3.0 GW https://t.co/nlHb3xsEuR


Summary: Long AMZN: far more upside than META on robotics margins, cloud, and ad monetization; sideways consolidation seen as coiled spring.

$AMZN has far more upside potential.

Worst-performing Mag 7 over the past year.
Sideways consolidation = coiled spring.

Direct exposure to robotics → warehouse efficiency = vastly improved margins

+ cloud, subscriptions, and ad monetisation.

The real question: do you need exposure to trillion-dollar market caps at this stage?

For a 22 year old with enough capital to only meaningfully afford one of these, which one do you think is better?

$AMZN (Robotics, AWS stickiness,  CapEX cycle eventually turns into FCF)

Or

$META (Ads, Half the planet uses their product,  First Party data)


Summary: Bullish on ONDS and KRKNF as most interesting; holds a live position in KRKNF.

@FinDataVisuals Wow 2023 is some crazy good returns so far.. likely there is more in the tank for the stock to run further. Out of this list $ONDS and $KRKNF are the most interesting. I opened a position in $KRKNF in 2025. Yet to open a position in any of the others tho


industry='Scientific & Technical Instruments'


Summary: Author reaffirms strong year-end bull stance on IREN, NBIS, RKLB, and BTC; expects explosive December after volatile November.

🚨 My stance hasn’t changed. 🚨

November had all the writing on the wall to be a volatile month, nothing surprising here.

I still remain bullish into year end.
December is going to blow your socks off. 🚀🧦💥

Crypto + stocks are red today - I’m expecting a volatile November shake-off before an explosive December. ⚡

An end to QT should ignite the liquidity spark. 🔥

I remain incredibly bullish through year-end…

$IREN $NBIS $RKLB $BTC 🚀


Summary: IREN is the top buy heading into April.

@beavinvests $IREN remains number the 1 buy pre April

Purchases this week in order of size:

1. $IREN
2. $MSTR
3. $ASST
4. $CIFR
5. $STRC
6. $STRK


Summary: Bullish TSLA, expecting a surge imminently with a possible move to $400.

$TSLA closed strongly today.

Tesla is poised for its next surge. 🚀📈

Could we hit $400 tomorrow? 👀 https://t.co/zlMAjQDDqO

$TSLA is one to watch this week.

After a six-month consolidation, sellers are exhausted.

🟢Friday saw a high-volume gap up.

🟢The setup looks bullish: 10 EMA > 20 EMA, price above 50 SMA.

Tesla appears poised for another run-up.

⌛The question is when?⏰ https://t.co/9g1m2O0KxT


Summary: Bullish NBIS: convertible terms deemed shareholder-friendly with high dilution bar and $4B execution capital secured.

$NBIS convertible pricing:

$4B total
• 2031: $2.25B, converts $183 (~57% premium)
• 2033: $1.75B, converts $181 (~55% premium)

Stock needs to rise 55%+ before dilution.

Terms are shareholder-friendly. Execution capital secured.

$NBIS raising $3.75B convertible notes:

• $2B due 2031
• $1.75B due 2033

Use: Data centers, GPU procurement, AI cloud

Key: Only converts if stock >130% of threshold (high dilution bar)

Total 6-month raises: $10.5B+ (Sept $4.75B + Nvidia $2B + this)

Capital to execute. https://t.co/HbVCxWFpWz


I've bought a lot of $IREN and $NBIS today

Summary: Bought IREN and NBIS today; live long positions in both.

@Aktiehedonist I’ve bought a lot of $IREN and $NBIS today

$IREN and $CIFR are both trading roughly 30% below their recent all-time highs.

In a few years, those selling now will likely look back with regret — and so will those who didn’t buy. The ones who keep accumulating through this volatility will be the ones rewarded.

The market


Summary: Expects NBIS to find support at $95-105 after pullback; bullish on MSFT-deal catalyst being overlooked.

$NBIS seems like the market forgot about the $MSFT deal 😅 Nice healthy pull back. We should find support in this $95-105 range 😋 https://t.co/eTofbBv0SE


If $IREN continues expanding capacity efficiently, time may actually strengthen its negotiating leverage. long-term value is usually built by controlling critical infrastructure

Summary: Bullish IREN: no need to rush a hyperscaler deal; scarcity of compute capacity builds negotiating leverage and long-term value as a critical infrastructure controller.

Why $IREN doesn’t need to rush into signing a hyperscaler deal…

Building power generation and data centre infrastructure isn’t quick. Permitting, regulation, grid integration and construction can take years.

AI and hyperscaler demand doesn’t have that luxury.

Companies like $AMZN, $META and $GOOGL are racing to secure long-term compute and energy capacity.

We’re entering a phase where high-quality compute capacity is becoming scarce relative to rapidly increasing demand and scarcity creates pricing power.

Hyperscalers don’t just pay for power.
They pay for speed, reliability and guaranteed scale.

If $IREN continues expanding capacity efficiently, time may actually strengthen its negotiating leverage.

Markets often focus on headline partnerships…

But long-term value is usually built by controlling critical infrastructure.


Summary: Defense/AI infrastructure names PLTR, ONDS, VST, RKLB favoured over pure growth tech amid geopolitical catalysts and market leadership rotation.

$PLTR and $ONDS holding green while broader tech sells off.

Two potential catalysts this week:
• Defense AI rotation amid geopolitical escalation
• Anthropic’s Pentagon blacklist reshaping AI/DoD relationships

Broader pattern: infrastructure and defense-adjacent names ( $VST, $PLTR, $ONDS, $RKLB ) holding up better than typical growth tech.

Dislocations often reveal market leadership shifts and risk-aware flows can favour defence/AI infrastructure over pure growth right now. ⚡


infrastructure and defense-adjacent names ( $VST, $PLTR, $ONDS, $RKLB ) holding up better than typical growth tech


Summary: Most bullish on SOL outside BTC: fastest chain, asset tokenization, and 1M TPS upgrade as catalysts.

Outside $BTC, I’m most bullish on $SOL

Here’s why:
$SOL : Fastest chain + tokenizing Trillions in assets + 1M TPS upgrade

💡 Incredible Innovation

Which crypto outside of $BTC are YOU most bullish on? 🚀 #solana


don't chase. Resistance sits between $64–$71, and a pullback toward the 50D SMA (~$56) would be healthy.

Summary: Don't chase RKLB after its run; expects pullback toward ~$56 50D SMA given resistance at $64–$71.

$RKLB has had an amazing run this past week, but don’t chase.

Resistance sits between $64–$71, and a pullback toward the 50D SMA (~$56) would be healthy.

Let the setup come to you. 🚀 https://t.co/TezxHHuHOx


$IREN is severely undervalued. I'm nibbling more here.

Summary: Adding to long IREN position; views it as severely undervalued.

$IREN is severely undervalued. I’m nibbling more here.


Summary: Implies IREN is the next AI infrastructure stock to benefit similarly to NBIS from major cloud deals.

$NBIS

AI is real.

$17B deal over 7 years.

That's $2.4B a year from Microsoft $MSFT.

Nebius is projecting $625M of revenue by the end of 2025. Microsoft's revenue alone would increase their revenue growth by 3x YoY.

Congrats to everyone in this name, retail found another gem


Summary: Bullish on IREN and NBIS near term: weak jobs, rate-cut odds surging to 80%, QT ending, strong earnings all support upside.

📉 Jobs data is weak
🛃 Fed stated Tariffs aren’t driving inflation
✂ Dec rate-cut odds exploded from ~50% → ~80%
🏦 QT ends Dec 1 (liquidity boost)
💼 Earnings were strong across the board

Explain why anyone is bearish near term?

$IREN $NBIS 🚀🤯 https://t.co/k0TIN1jLNE


Summary: Bullish on IREN, expecting a catalyst deal to drive it higher next.

Conviction paid off with $NBIS.

Next is $IREN.

Wait until $IREN strikes a deal. 💥 🤯

$NBIS to the moon! 🚀 🌙

Hit $100, I dare you! https://t.co/4yhlo4gfRm


Blink and you'll miss it. The transition to AI will be seamless. Most will miss it waiting for a "major correction" $IREN

Summary: Bullish IREN; warns investors will miss the AI transition upside while waiting for a correction.

Blink and you’ll miss it. The transition to AI will be seamless. Most will miss it waiting for a “major correction” $IREN 🚀 🧨 🎇

$IREN's AI Cloud expansion continues at our Prince George Campus, with data halls transitioning from racks for ASICs to NVIDIA Blackwells as we ready for upcoming GPU installations. https://t.co/bJ8L1fpPTv


Summary: BTC and ETH look bullish entering October; IREN and BMNR seen as beneficiaries.

$BTC and $ETH look bullish as we enter October. $IREN $BMNR will benefit. https://t.co/mXDeHiL4jQ


Summary: Expects IREN to retrace to ~$52 support then bounce to all-time highs.

@donaldjdean I see the same setup. Resistance zone between 60-70, we should see a retracement to about $52. A bounce off this level confirms support and likely ATHs soon after

$IREN IREN - Symmetrical Recovery & Inverse Head & Shoulders

Right near the near-term target of $62, potential to retest $51.45, which would confirm support.

Target set at $74.15 to challenge previous resistance. https://t.co/v81mvC3ds9


Summary: Bullish RKLB; low volume seen as precursor to a move higher.

$RKLB : volume is incredibly low in recency 🤔 HIGHER 🔜 🚀 🌙


Summary: Bullish IREN; advises zooming out on a 7% dip, implying the long-term trend is intact.

I received a message today : $IREN is down 7% today what should I do. ZOOM OUT 🤯 https://t.co/CkToyZTuDm


Summary: Bullish ETH on Q4 seasonality and BMNR's $800M purchase; also long BMNR as a direct ETH proxy play.

📊 Q4 is historically a strong quarter for crypto.

$ETH looks ready for a run. ⚡

Tom Lee’s $BMNR just bought 200,000 tokens, nearly $800M worth of $ETH this week. 👀

That’s why I loaded up on more $BMNR today. 🚀


That's why I loaded up on more $BMNR today


Summary: Names IREN, VRT, NBIS, and MU as the single-stock plays on AI infrastructure across power, cooling, compute, and memory.

@cmsinvests The infrastructure required to enable AI to be possible.

Power, cooling, compute, memory: $IREN $VRT $NBIS $MU

@OInvests question is, what single stock can have all of these trends then?


Summary: Long IREN with $100 price target by end of 2026; market hasn't caught up to AI story yet.

@TheRayMyers Nothings changed, nothing has even happened yet. Sometimes it takes a while for markets to catch up. $IREN will reach $100 by End of 2026

$IREN is below $40 again 👀

- 810MW Operating Capacity
- 4.5GW Secured Capacity
- $2.3B AI ARR
- $3.4B 2026 ARR Target
- Multi-hundred billion TAM

The AI story continues to develop, yet the market ignores it.

Patience will be rewarded. https://t.co/JJUfubWMxp


Summary: Bullish IREN into 2026; endorses accumulation as macro recovery takes longer than expected.

@YeWays1 Agreed. 2026 might prove a great time for continued accumulation. Macro likely takes longer than most expect to improve

@OInvests $IREN will recover fast once panic is over, shares are very oversold 👌 AI is market future, we can see 40$+ recovery even before deals announce ✅


Summary: Long VST as a near-term power solution for data centres, with modular gas infrastructure and existing gas/nuclear sites ready in 12–24 months.

@TheStoicCapital $VST can be operational in a few months if using compact on-site generation. There natural gas infrastructure is modular. It also has existing gas and nuclear sites to power data centres directly. Timeline for these is 12–24 months.

The biggest opportunity of this is POWER.

Data centres, electrification, reshoring. Everything is colliding into one thing: massive, urgent demand for electricity.

Now hyperscalers are being pushed to fund their own energy.

They won’t wait 5–10 years for nuclear or gas


Summary: Bullish IREN on management's statement that it has capacity to 3x its current 23k GPU fleet.

$IREN Dan:”We have 23k GPUs operating or about to be installed in coming month(s) and we have capacity to 3x that, in short order” https://t.co/ecQiKbkUBq


Summary: Four small-cap disruptors highlighted as buys: EOSE (energy storage), TE (solar), ONDS (drones/5G), KRKNF (subsea robotics).

4 small-cap disruptors:

🔋 $EOSE – Energy storage for renewables + grid support.

☀ $TE – U.S. solar scaling fast in the clean-energy boom.

🛩 $ONDS – Drones + private 5G for rail, energy, defense & cities.

🌊 $KRKNF – Subsea robotics + pressure-tolerant batteries for UUVs.


$TE – U.S. solar scaling fast in the clean-energy boom


$ONDS – Drones + private 5G for rail, energy, defense & cities


$KRKNF – Subsea robotics + pressure-tolerant batteries for UUVs


Summary: Bullish on IREN and NBIS into the market recovery.

🚨 This won’t be a V-Shaped recovery.

The markets about to exhibit a ✅ shaped recovery.

Are you ready? $IREN $NBIS ✅ https://t.co/ZqiOTg1Hqn


Summary: IREN offers better near-term risk/reward; bullish lean on the name.

@unaibld Great write up, I agree. $IREN presents a greater risk to reward near term. Although both are exceptional companies that will do great


Summary: Author would allocate a fresh $100K portfolio: 50% IREN, 25% NBIS, 15% RKLB, 10% KRKNF.

@Dividend_Dollar $IREN 50K
$NBIS 25K
$RKLB 15K
$KRKNF 10K

If you were starting a BRAND NEW portfolio today with $100K, how would you invest it?


Summary: NBIS pullback expected to find support around $135; $150 is near-term resistance.

@NomadMD94 No one in $NBIS is currently losing money.

$150 will likely prove to be a resistance point and any potential pullback should land at and around $135 where support should be met.

@OInvests What’s the next level you’re watching?


Don't sell $IREN when there's zero reason to.

Summary: Hold IREN; author urges not to sell despite recent pressure, implying continued upside.

They’ve tried everything lately to shake you out of your shares. 😤

Rule No.1: Don’t sell $IREN when there’s zero reason to. 💎🚀

$IREN Institutional Power Map (Q3 2025)

1⃣ Jane Street – 12.6 M
2⃣ FMR (Fidelity) – 8.7 M
3⃣ Group One – 6.5 M
4⃣ Citigroup – 6.4 M
5⃣ Situational Awareness – 6.4 M
6⃣ Susquehanna – 5.7 M
7⃣ Morgan Stanley – 5.5 M
8⃣ Citadel – 5.2 M
9⃣ BNP Paribas – 4.8 M
🔟 Jefferies – 4.5 M https://t.co/EifDHm3ju7


Summary: Bullish BTC on whale closing short position, implying pump incoming.

🚨🐳 INSIDER BITCOIN WHALE HAS NOW STARTED CLOSING HIS BITCOIN SHORT POSITION.

MAYBE A PUMP IS COMING 👀 https://t.co/amzMdJ5TFF


Summary: Endorses bullish breakout thesis on Grab; author's own comment signals long.

$GRAB seems set to soar. 👀🚀 https://t.co/z8hXpumpLK

🚨 Added $GRAB to watchlist:

$GRAB - Southeast Asian super app for ride-hailing, food delivery, and digital payments.

‼ Grab appears poised for a breakout. A strong weekly close could signal a good entry (not financial advice). 🚀 https://t.co/xkgPXwBloV


Summary: Bullish IREN; believes bright future will be reflected in stock price over coming years.

Profits profit but I’ve seen in a couple of your replies you said you know nothing about the company. In all your time holding did it not become something of interest for you to find out more? $IREN has a bright future and I believe this will be reflected in the stock price in future years

Closed out $IREN, 5000 shares @ $50.70 (cost average @ $14.80)

Closing out and taking profits on some of my non-core positions..

Company will likely continue to perform well, just having trouble keeping up with so many counters.. GLTA 💪🏻


Summary: Added meaningfully to both NBIS and IREN positions today.

@babyfolio Your turn… I bought a very decent chunk more of $NBIS and $IREN today https://t.co/TTDF005u0j

You get the same amazing company for 20% cheaper.

X is in full panic mode right now.
Just chill, ups and downs are part of it.
If you can't handle volatility - stay out of the market.

Are you buying $NBIS today? Wish I could 😂😎


Summary: Treats Schiff's bearish thesis as a contrarian buy signal; BTC at attractive prices now and ahead.

@PeterSchiff This is a signal that attractive prices for $BTC are here and coming.

If Bitcoin won’t go up when tech stocks rise, and it won’t go up when gold and silver rise, when will it go up? The answer is: it won’t. The Bitcoin trade is over. The suckers are all in. If Bitcoin won’t go up, it can only go down. If HODLers are lucky it won’t be a slow death.


Summary: TE expected to find support in the $5.25–$4.50 zone, with further support below if that level breaks.

$TE should find support in the $5.25–$4.50 zone 📉

If that breaks, there’s a strong support level sitting just below. 📊 https://t.co/4pNigRv3dn


Summary: Bullish on BTC, ETH, IREN, and NBIS into year-end on Uptober momentum.

⏳ 2 days to Uptober. 🚀

Momentum is building.

Bullish into year-end: $BTC $ETH $IREN $NBIS 📈🔥


Bullish into year-end: $BTC $ETH $IREN $NBIS


Summary: Bullish BTC and IREN; both expected to rally from current levels.

Only a matter of time until $BTC moons and $IREN ignites its next leg higher 😊


Summary: Both IREN and NBIS have bottomed; expects sideways chop before eventual takeoff higher.

@babyfolio Yes. I think the bottom for $IREN was around $35, the bottom for $NBIS around $75. I don’t think we V shape recovery out of this more so a bit of chopping in a range sideways for a bit first before takeoff

Did we mark the bottom in $NBIS and $IREN in your guys' opinion?


Summary: Author names IREN, NBIS, BMNR, and RKLB as their current stock picks.

💡 Opportunity cost - the value of the next best alternative that is forgone when a choice is made.

📊 One of the most important concepts in economics, especially in stocks.

⏳ Every decision has a cost, even doing nothing. 📈

$IREN $NBIS $BMNR $RKLB are my picks https://t.co/2RePfMtiNt


Summary: Long VRT, VST, IREN, NBIS as the next-wave plays on 2026 inference infrastructure buildout replacing training capex.

Everyone focused on training infrastructure.

CoreWeave just signed Perplexity.

1.5 billion questions a month running on dedicated GB200 inference clusters.

The bottleneck isn't training GPUs anymore. It's inference at production scale.

This is the shift: 2024-2025 was training capex. 2026 is inference infrastructure buildout.

$VRT $VST $IREN $NBIS - that's the next wave.

⚡


Summary: Rotating out of UNH into NBIS, IREN, and RKLB; bullish on the three receiving positions, bearish on UNH.

@babyfolio $UNH keeps getting rotated into $NBIS $IREN and $RKLB

Red days = blessings 🙏
If $NBIS dips, I’m selling other positions to load up.

This is how generational wealth is built.

Who else is rotating other positions into $NBIS?
Do you guys have cash on sidelines?(somehow I never do)


Summary: Author prefers NBIS and IREN over CRWV as forward picks.

@tripleruoa No problem. Yeah I’m sure $CRWV will be fine I just prefer $NBIS and $IREN

@OInvests Thanks for sharing. Nvda just invested at $87 in crwv, they ain’t about to lose money on it either.

If CRWV dumps after ER, I might add to my existing position.

I currently hold all 3


Summary: Author reaffirms bullish stance on IREN, NBIS, RKLB, BTC, SOL through year-end despite near-term November volatility.

I still stand by this. November will be bumpy until government shutdown ends.

$IREN $NBIS $RKLB $BTC $SOL


If I had to pick the one I think will perform best in 2026 it's $IREN

Summary: Picks IREN as the stronger performer in 2026 over the alternative.

@YodaStockInvest I own both but If I had to pick the one I think will perform best in 2026 it’s $IREN

@OInvests Just comparing them, as many people only want to own one


Summary: 7 AI infrastructure picks for Phase 3 of the AI trade: power, compute, and semis plays.

The picks and shovels of AI infrastructure.

7 stocks for your watchlist:

Power & Infrastructure:
• $IREN - Grid-secured clean energy capacity
• $VST - Power generation & battery storage
• $VRT - GPU cooling systems

Compute Stack:
• $MU - Memory & storage (HBM, SSDs)
• $NBIS - Cloud platforms powering AI model training

Semiconductor:
• $AVGO - GPU interconnect & networking chips
• $ASML - Lithography systems (chip manufacturing)

Phase 3 of the AI trade isn’t chips.

It’s the infrastructure that powers them. ⚡


$VST - Power generation & battery storage


$NBIS - Cloud platforms powering AI model training


$AVGO - GPU interconnect & networking chips


$ASML - Lithography systems (chip manufacturing)

industry='Semiconductor Equipment & Materials'


Summary: Bullish on IREN; stock looks great.

$IREN looks great 🚀 $NBIS is being manipulated here 😅


Summary: IREN will lead the sector over the next 2-3 years.

@BlackPantherCap I’m in my 20s so time is of the essence but it completely depends on how things play out. I can’t foresee further than 2-3 years from a sector standpoint. Leading the charge tho in that 2-3 years will be $IREN

@OInvests Me to. It’s only beginning. Depends on how long time you hold for.


Summary: Long IREN, NBIS, VRT, and MU; all will vastly outperform the index over the next several years driven by asymmetric tech-bottleneck opportunities.

Historically I would agree.

The index has historically proven to be a consistent source of compounding.

The difference here tho is the rate of technological advancement.

There are several asymmetric opportunities presenting as a result of bottlenecks.

Companies like $IREN $NBIS $VRT and $MU will vastly outperform the index over the next coming years.

You get rich along the way

Not just at the end of the journey

Knowing you have $500,000 or something set aside in the markets at as young of an age as possible frees you mentally

It’s peace of mind knowing worst case you can retire at all

Not every American even makes it


Summary: Author sets near-term price targets: RKLB $60, NBIS $125, IREN $50, IONQ $75, TSLA $500; bullish on all five.

🚨 Near-term price targets:

📸 $RKLB → $60
📸 $NBIS → $125
📸 $IREN → $50
📸 $IONQ → $75
📸 $TSLA → $500

🤔 Realistic? And if so… how long until we get there? ⏳🚀


Summary: Bullish IREN; dismisses execution concerns and expects deals to materialize.

@jtaquino002 Yep many on X jumped in 50+

Whereas many of us here have been in since the teens or below.

Execution has not been an issue. Deals will come.

@OInvests They are pissed because they lost tons of money on $IREN. So many accounts are pumping the ticker here on X but the execution and revenue monetization are lagging significantly behind


Summary: Allocates 20% to BTC and 5% to ETH as part of a long-term portfolio; implied long both.

If I had to start investing again from zero:

💥 70% Stocks (50/50 index & individual)
💥 20% $BTC
💥 5% $ETH
💥 5% Cash

Keep it simple. Stay consistent. Let time do the work. ⏳


Summary: IREN at $30s is an instant buy.

$IREN in the 30’s is an instant buy. (NFA)


Summary: Both IREN and NBIS forming strong consolidation bases; expects breakouts from current levels.

$IREN vs $NBIS - 1 year charts.

Both up 243-425% last year. Now consolidating.

IREN: Power infrastructure. $9.7B Microsoft contract. 150K GPUs.
Financing: Active ATM program. Higher near-term dilution risk.

NBIS: Compute deployment. Hyperscaler prepayments fund 60%+ of capex.
Lower near-term dilution risk. Depends on contract cadence.

Power + Compute = both essential bottlenecks.

Both forming strong bases. Different financing models.

The stronger the base, the greater the breakout.

⚡


I'm positioning for the rally into year-end with conviction. 📈 $BTC

Summary: Positioned long BTC, IREN, NBIS for year-end rally driven by expected Fed rate cuts and liquidity injection.

💎 When the market starts to panic for no reason that’s when real money is made.

💰 Rate cuts are coming.
🏦 The Fed will print.
🌊 Liquidity will flow.

I’m positioning for the rally into year-end with conviction. 📈

$BTC $IREN $NBIS 🚀


I'm positioning for the rally into year-end with conviction. 📈 $BTC $IREN $NBIS


Summary: Flags IREN as a beneficiary of Musk's 100GW solar-powered AI satellite buildout thesis.

100GW/year of solar-powered AI satellites requires 100GW/year of AI computers …


Summary: Bullish NBIS: holding above 50 SMA, reclaim of $100 targets ~$108.

$NBIS closed below $100, but remains within a key demand zone (purple box).

🔷 Price still holding above the 50 SMA
🟢 Bullish structure remains intact

A reclaim of $100 opens the path toward the next key level at ~$108.

🚨Tomorrow could be volatile for $NBIS

Key levels to watch:

💠$100 is the key psychological support
💠The highlighted zone (purple) remains strong demand
💠The 50 SMA sits near $94 and is starting to curl up

Yesterday's candle defended $100 well.
A repeat would be very BULLISH https://t.co/yef4Jy64lm


Summary: Long IREN: near-term ATM dilution overstated; $9.7B MSFT contract + 150K GPUs keep long-term thesis intact.

$IREN ATM clarification:

$6B ATM is a liquidity ceiling, not guaranteed $6B dilution.

Most H2 capex funded through GPU financing, leasing, prepayments, and existing cash.

But: IREN has actively used ATM facilities before. Some dilution is likely, just not the full $6B.

The trade-off: dilution for growth capacity.

$9.7B Microsoft contract + 150K GPUs = long-term thesis intact.

Near-term dilution vs long-term execution.

⚡


Summary: Sarcastic dismissal of AI skeptics; actual bullish stance on AI plays IREN and NBIS.

AI was a dream. It’s all a lie. 😅

Automation doesn’t exist.
Operational efficiency can’t improve 10x.

Projects that took months still take months.

And yes… we’re definitely going back to search engines that took hours of sifting through 💩 to find one useful result.

It was all just a dream.

$IREN $NBIS 🚀


Summary: Implied bullish on IREN; bad sentiment seen as a buying opportunity.

@investing_girl @danroberts0101 Sentiment is terrible which often results in the best opportunities. It’ll be interesting hearing Dan on the call, although I understand he’s limited in what he can say on an X space. Unfortunately the calls 2am my time so will have to catch up tomorrow.

Sentiment around $IREN is pretty bad right now after the ATM news, and the broader growth market hasn’t helped.

Which makes tonight’s space with @danroberts0101 even more interesting.

Before jumping to any conclusions, it’s really worth hearing directly from the management.


Summary: Top 3 picks for 2026: IREN, NBIS, RKLB; also endorses AMZN for a solid year.

@optionscjp $AMZN is in for a solid year. However, my top 3 are $IREN $NBIS $RKLB

Name your top 3 stock picks for 2026 🚀

For me
$AMZN
$EOSE
$META


Summary: Bullish IREN: owning infrastructure will pay a multiple going forward.

@JarmoFriman Great post. Owning the infrastructure will pay a multiple in the future for $IREN

Omistan IRENiä, en Nebiusta.

Miksi?

IREN on siellä, missä juuri kohta saattaa vallita suuri S/D-tiukkuus. Sillä on huuuge skaala, oma maa, oma DC-infra, omat GPU:t, omat sähkösopparit.

Time to market, time to DC.

Nebius on edellä, jos tarjotaan ao. ohjelmistoja yms., mutta


Summary: Bullish VRT as an underappreciated stock, holding green in a down market.

In a sea of red 🔴 $VRT stands green 🟢

One of the most under-appreciated stocks on X. https://t.co/k0PhRKDQcA


Summary: All three surpassed their near-term targets but author says much more room to move up from here.

🌟 We surpassed 3/5 of these already $NBIS $RKLB $IREN ✅ much more room to move up… 🚀

🚨 Near-term price targets:

📸 $RKLB → $60
📸 $NBIS → $125
📸 $IREN → $50 (Probably by Friday 😂)
📸 $NVDA → $225
📸 $BMNR → $75

🤔 Realistic? And if so… how long until we get there? ⏳


Summary: Top pick is IREN; ranked order of preference IREN > NBIS > CIFR.

@TheLongInvest It’s not a cult. $IREN , $NBIS , $CIFR in that order.

---

@TheLongInvest If I was picking 1 it would be $IREN


The run to $80 won't be straight... This pullback gives me more runway to accumulate a business I believe will be vital to data centre infrastructure over the next 2–3 years

Summary: Long IREN with $80 target; using pullback to accumulate, bullish on data-centre infrastructure role over 2–3 years.

🚨 I actually love that $IREN pulled back.

The run to $80 won’t be straight. Overhead resistance now exists from trapped buyers selling at breakeven and that creates time.

⏳ Time is a gift.

I understand what I own. I understood $IREN when buying in the teens.

This pullback gives me more runway to accumulate a business I believe will be vital to data centre infrastructure over the next 2–3 years.


Summary: Bullish on space frontier; names RKLB and ASTS as plays on multi-planetary exploration and resource utilisation.

@elonmusk Multi-planetary is perhaps the most intriguing and exciting concept. So much has yet to be explored and so many potential possibilities to unlock.

The potential for resource utilisation and exploration is exciting.

Bullish on the entire space frontier (SpaceX $RKLB $ASTS)


a pull back to $4.60 - $4.90 is expected, although this should form a strong base of support for the next leg up

Summary: Expects KRKNF pullback to $4.60–$4.90 to form strong support before next leg higher.

@yianisz A pull back to $4.60 - $4.90 is expected, although this should form a strong base of support for the next leg up

New bulls get their window here.

After a strong move, a $KRKNF pullback isn’t weakness it’s often how fresh capital gets positioned.

Consolidation now can be fuel for the next leg.

These windows don’t stay open long.

The clock is ticking. https://t.co/5Du2YUmFL2


Summary: Endorses SoFi's beat across sales, EPS, and guidance as a durable positive.

$SOFI delivered 😏

• Sales $962M vs Est. $891M
• EPS $0.11 vs Est. $0.09
• Adj EBITDA 29%
• New Members +34% YoY to at least 3.5M

FY25 Guidance
• Sales $3.54B vs Est. $3.45B
• EPS $0.37 vs Est. $0.32
• GAAP Net $455M https://t.co/iB2h5jWyFB


Summary: 5-stock portfolio pick for 2026: IREN, NBIS, RKLB, KRKNF, ONDS across power, AI, aerospace, maritime, and connectivity.

If I could build a 5-stock portfolio for 2026:

⚡ $IREN
🧠 $NBIS
🚀 $RKLB
🌊 $KRKNF
✈ $ONDS

Control the skies, the sea, and the power 🌏

If you could only pick five stocks, what would they be?


Summary: Both NBIS and IREN are underappreciated; implied bullish on upside potential.

Few truly understand the potential of $NBIS and $IREN. ⚡


Summary: Strongly bullish IREN and NBIS into December, expects explosive move higher.

My stance hasn’t changed.

December will be rocket fuel $IREN $NBIS 🚀


Summary: SOL expected to make an explosive upward move soon.


Summary: Trump-Xi rapprochement catalyst; expect crypto and stocks to rally Monday, highlighting IREN, NBIS, RKLB, BMNR.

“The Art of the Deal…”

Looks like Trump and Xi might’ve made up 🇺🇸🤝🇨🇳

Crypto markets already reacting - $BTC $ETH 📈

If the tone stays positive, expect stocks to moon Monday.

$IREN $NBIS $RKLB $BMNR 🚀🌝 https://t.co/2OL9hTqFCP


Summary: Author sets near-term bullish price targets: RKLB $60, NBIS $125, IREN $50, NVDA $225, BMNR $75.

🚨 Near-term price targets:

📸 $RKLB → $60
📸 $NBIS → $125
📸 $IREN → $50 (Probably by Friday 😂)
📸 $NVDA → $225
📸 $BMNR → $75

🤔 Realistic? And if so… how long until we get there? ⏳


Summary: Bullish RKLB on 50 SMA support and bullish EMA trend; break above ~$52 seen as catalyst for upside surge.

$RKLB looks interesting. 🚀🌕

💠 Holding the 50 SMA as support.

💎 Trend remains bullish: 10 EMA > 20 EMA, price above 50 SMA.

⚠ Overhead resistance block remains an obstacle.

🚀 Consensus: A break above ~$52 could send this stock soaring. https://t.co/I2SVmJ5xiH

$RKLB holders, stay calm.

Rocket Lab is consolidating sideways and range-bound.

Sell-off hit our marked overhead resistance block.

High sell-off volume suggests institutional fund rebalancing.

🟢 50 SMA as support.

🚀 Break above ~$52 likely triggers an upward surge. https://t.co/kUqkNobWBx


When macro improves, $IREN runs. Base building since November. The bigger the base, the bigger the breakout.

Summary: Long IREN: base-building since November signals a big breakout when macro recovers; outperformance vs SPX confirms resilience.

$IREN vs $SPX (3 months):

IREN: +0.74%
SPX: -4.32%

When a stock ignores macro weakness, it's usually a signal.

Base building since November. The bigger the base, the bigger the breakout.

When macro improves, $IREN runs. https://t.co/4c2uWrZC9p


Summary: Long AMZN on improving margins, AWS growth, Prime/advertising acceleration, and robotics scaling through 2027 despite recent price weakness.

@CGInvesting10 $AMZN for me.

Margins improving, AWS expanding, Prime + advertising accelerating, robotics scaling through 2027.

Share price falling while fundamentals improve.

You can only invest in one Mag 7 stock…

What one are you picking?


Summary: QT ending is bullish for US stocks and crypto per author's own comment.

💥BREAKING:

🇺🇸 POWELL SAYS THAT QT WILL END IN THE COMING MONTHS.

THIS IS SUPER BULLISH! 🚀 https://t.co/3XUdJUnUb1


Summary: Picks NBIS as best buy among the listed options, decisively bullish.

@meeijer $NBIS without a shadow of doubt 🚀

Which stock do you think is the best buy?

• $NBIS at $68

• $NVDA at $174

• $HIMS at $44

• $CDLR at $21

• $AMD at $166

• $NVO at $56

• $UNH at $304

• $GOOGL at $207

• $AMZN at $229

• $SNOW at $226


Summary: Bullish RKLB; breaking $52 resistance may trigger another leg higher.

$RKLB surged yesterday.

🟢 Large green candle 🕯
⚠ Trapped buyers above

Breaking ~$52 resistance, RocketLab may soar again.

🚀 To the moon! 🌚 https://t.co/FIIGHWnrPm


Summary: Bullish RKLB on its Mars relay network ambitions and long-term growth prospects.

Replacing the Mars Relay Network isn’t just about science, it’s about leadership.

NASA’s current relay network is aging. To enable astronauts, rovers, and researchers to stay connected, we need a resilient, high-bandwidth system built for the future.

Rocket Lab’s Mars https://t.co/KgLUHOxqS0


Summary: Bullish NBIS; claims it will surpass or match Coreweave in AI cloud revenue by 2030.

@babyfolio We will not be below Coreweave.

Does anyone really think this is how AI cloud revenue looks by 2030? No way.

Charts like this completely miss what $NBIS is building - the software layer that will eat everyone’s lunch.

I bet that in 5 years this chart will look very different. https://t.co/zwFPHGVdV8


Summary: Bullish ETH; agrees it has significant upside from here.

@TheLongInvest Agreed. ETH has a lot of room to move

$ETH is being treated like my mortgage.

Staked and forgotten about.


Summary: Proposed ISA allocation across AI infrastructure (IREN, NBIS, VRT, MU), broad market (SPY), and defence/space (RKLB, PLTR) for the new tax year.

🇬🇧 Today is the LAST DAY of the 2025/26 ISA year.

Tomorrow (April 6th) your £20,000 allowance resets.

If I was starting fresh tomorrow with a balanced approach, here's how I'd allocate it:

**Total: £20,000**

Core Infrastructure (50% - £10,000):
$IREN (£2,500) - AI data center power + cooling
$NBIS (£2,500) - Cloud orchestration
$VRT (£2,500) - Cooling infrastructure
$MU (£2,500) - Memory bandwidth

Index Foundation (30% - £6,000):
$SPY (£6,000) - S&P 500 broad market exposure

Defence & Space (10% - £2,000):
$RKLB (£1,000) - Space infrastructure
$PLTR (£1,000) - AI defence software

Cash Buffer (10% - £2,000):
Cash ISA - Opportunity fund + buffer

**Why this split:**

50% = Concentrated conviction (infrastructure thesis)
30% = Diversified foundation (market exposure)
10% = Defence & space plays
10% = Cash for opportunities

**Smaller account? Use the %:**

£5,000 ISA:
- £2,500 infrastructure
- £1,500 SPY
- £500 defence/space
- £500 cash

£10,000 ISA:
- £5,000 infrastructure
- £3,000 SPY
- £1,000 defense/space
- £1,000 cash

**Key principles:**

✅ Tax-free growth on everything
✅ Infrastructure = core conviction (50%)
✅ Index = safety net (30%)
✅ Cash buffer = opportunities (10%)
✅ Scale the % to YOUR amount

This is a balanced approach for most investors.

Disclaimer: I have higher risk tolerance - my personal allocation is more concentrated. This framework works for most people starting out.

New allowance starts tomorrow - use it wisely.

🇬🇧


$SPY (£6,000) - S&P 500 broad market exposure


Summary: Long NVDA as core; also long IREN, NBIS, VRT, MU as asymmetric infrastructure plays at AI bottlenecks with smaller market caps.

$NVDA has incredible prospects but comparatively to infrastructure plays its conservative near-term.

$IREN $NBIS $VRT $MU positioned at bottlenecks (power, compute, memory, cooling) with smaller market caps.

NVDA is the core. Infrastructure plays are the asymmetric leverage.

Both work, different risk/reward profiles.

My gameplan for $NVDA

Buy at $170.

Hold for the next decade.

Minimum target for the next impulse is $230.
$355 is my personal target for this move.

I see a lot of people who think $NVDA is a conservative play in todays market.

It's not.

It's actually the cheapest MAG7, if https://t.co/4bxH5yTCbo


$IREN $NBIS $VRT $MU positioned at bottlenecks (power, compute, memory, cooling) with smaller market caps


Summary: Added to positions in IREN and NBIS.


Summary: Long MU: inference demand at application scale (AI film, 24fps = massive memory load) drives HBM/DRAM across every AI vertical.

Makes you think about inference demand at application scale.

When Hollywood is producing full-length AI-generated films, the memory bandwidth requirements will be exponential.

Every frame = inference. 90 minutes at 24fps = massive compute + memory load.

$MU thesis plays out across every vertical that scales AI applications.

$MU This is why HBM and DRAM prices will keep going up.

It puts million dollar studio production (Inference) power in the hands of one person.

We are so early.

https://t.co/bqgJrIsfDN


Summary: Bullish OSCR on EMA/SMA technical setup; break above $18 resistance could trigger upside momentum.

$OSCR looks promising❤🩹

🟢10 EMA above 20 EMA, Price above 50 SMA
🟢10 EMA used as support on Friday

💠Consolidating sideways in an upward trend
⚠Low Volume gives reason for caution

💡A break above ~18 Resistance Level could spark upwards momentum https://t.co/8YS1kQbsUb


Summary: Long BTC; expects it to far outperform real estate on scarcity and transactional advantages.

@DeepValueBagger There are far more homes than $BTC , it’s basic economics. That’s before you even consider the transactional advantages. $BTC will far outperform housing. ⚡

I want to lightly touch on this topic of real estate vs $BTC.

I owned few rental homes in my life and I bought them perfect timing after 2008 crash yet I didn't make that much money.  It wasn't until I watched a video from Michael Saylor that gave me a light bulb moment.


Summary: IREN approaching $50 price target, bullish into the weekend.

$IREN teasing 50 as we approach the weekend 🚀 https://t.co/eZ9t8ahZG3


Summary: Author calls current levels a buying opportunity for both BTC and SOL.

Perfect time to accumulate more $BTC and $SOL 😊


Perfect time to accumulate more $BTC and $SOL


Summary: Views macro/geopolitical volatility as buying opportunity in AI infrastructure names IREN, NBIS, VRT, MU; thesis unchanged.

Breaking: 48-hour ultimatum to Iran to open Hormuz Strait.

This could trigger Monday volatility. Markets hate geopolitical escalation threats.

But the AI infrastructure thesis doesn't change:
• Data centers still need power
• Chips still need cooling
• Memory still bottlenecks

Macro noise creates pricing opportunities in quality names.

Staying patient.

$IREN $NBIS $VRT $MU


Macro noise creates pricing opportunities in quality names. Staying patient. $NBIS


Macro noise creates pricing opportunities in quality names. Staying patient. $VRT


Macro noise creates pricing opportunities in quality names. Staying patient. $MU


Summary: Bullish on IREN; research deepens conviction to add to existing position.

The more I research into $IREN the more I want to increase my position 🌟 🚀


Summary: Bullish NBIS; author endorses the juggernaut framing and ~40% CAGR to $459 PT by 2030.

$NBIS has unlocked potential.

This future juggernaut has immense potential. 🚀 ⛅

$NBIS was given a $459 PT by 2030 from Forbes.

That’s a CAGR of nearly 40% over the next 5 years… https://t.co/H1V1s32u4W


Summary: Bullish IREN on $875M raise for AI data-center expansion; expects stock to go higher.

🚨 $IREN raising $875M to fuel AI data-center expansion. 👀

Just like $NBIS before the $MSFT deal - loading up before the next wave.

2.91GW capacity. HIGHER. 🚀 https://t.co/kP5EcLqW7E


Summary: Endorses buying the dip in NBIS; views today's selloff as unjustified.

@Mariusz_Invest Same. Todays dip is nonsense


Summary: Holds 4-stock portfolio long IREN (core), NBIS, RKLB, KRKNF, weighted highest to lowest.

My individual stock portfolio is just 4 names:

$IREN
$NBIS
$RKLB
$KRKNF

Weighted from highest → lowest, with $IREN as the core holding.

Curious how others are positioned. How does your portfolio compare?


Summary: Bullish VRT; calls it a great investment despite lacking the hype of other popular stocks.

@DeepValueBagger I don’t think $VRT is underrated. It’s just not the shiny cool think X users like to flock to. $VRT is a great investment

Underrated position ftw

$cohr $vrt $intc $tsla https://t.co/ViKIHasBJa


Maybe owning the infrastructure isn't such a bad idea $IREN

Summary: Bullish IREN as AI infrastructure owner benefits from cloud providers renting capacity trend.

@SmallCapSnipa Maybe owning the infrastructure isn’t such a bad idea $IREN

🚨 OPENAI TO RENT MORE ARTIFICIAL INTELLIGENCE SERVERS FROM OTHER CLOUD PROVIDERS INSTEAD OF BUILDING ITS OWN DATA CENTERS https://t.co/7it7evy4M5


Summary: Bullish reaction to China approving NVDA H200 chip purchases; sees it as a market positive.

@unusual_whales Pretty damn bullish for the market.. all aboard the Bull train 🚂 https://t.co/9iTLbSYbsP

China has approved Nvidia, $NVDA, H200 AI chips purchases, per Bloomberg.


Summary: Bullish BTC, ETH, SOL into expected rate cut this week on bullish momentum and sentiment.

Crypto markets are anticipating a rate cut this week. Momentum and sentiment remain bullish.

$BTC $ETH $SOL 🚀 https://t.co/XO3ydhMoXn


Summary: Bullish RKLB; $75 EOY target is imminent after breaking $60.

$RKLB smashes through $60 ✅ $75 is around the corner 🚀 https://t.co/X11Tx5SiDM

🚨 $NBIS and $IREN ✅

Updated EOY price targets:

📸 $RKLB → $75
📸 $NBIS → $150
📸 $IREN → $75
📸 $TSLA → $500
📸 $BMNR → $75

🤔 This is being conservative…

Where do you see these by EOY? ⏳


Summary: Long IREN as a beneficiary of the AI power infrastructure buildout advantage from secured grid-connected capacity.

@SmallCapSnipa The key part to take from this is time.

Those who have the infrastructure, secured grid connected power will benefit from the advantage they have regarding time. $IREN will be a beneficiary

OpenAI CEO Sam Altman is hoping for a “miracle” when it comes to AI power generation:

“Given the demand growth we are seeing, I am sort of hoping for a miracle in figuring out how we can get way more efficient per watt with models to give us time to build out all this https://t.co/nydrStm5po


$EOSE looks in a great position for an upward move here. $EOSE broke out Fri from Jan 2025 range. Poised for upward move.

Summary: Bullish EOSE on breakout from Jan 2025 consolidation range, surpassing 2025 highs, with strong volume and bullish EMA/SMA structure; $10 key near-term level.

$EOSE looks in a great position for an upward move here.

The 2 charts below are from the daily and the weekly (to give a broader perspective): 👇

---

1⃣ Daily Chart

⚡ $EOSE broke out Fri from Jan 2025 range.
🚨 Stock surpassed 2025 highs, unseen since 2021.
🟢 Bullish trend: 10 EMA > 20 EMA, price > 50 SMA.
🚀 Poised for upward move.
⚠ 2021 resistance remains (see weekly chart 👇). https://t.co/lCRI4Yrm1Y

---

2⃣Weekly Chart

📈 $EOSE faces overhead resistance from 2021, but has room to grow before reaching this zone.
🟢Strong volume confirms renewed momentum.
👀$10 remains a key level to watch in the coming weeks. https://t.co/OL4TKuz4M0

---

3⃣ Wrap-Up

🚨 $EOSE has broken out of consolidation with strong momentum.

⚡Near-term bullish, but long-term test lies at 2021 resistance.

Are you watching $EOSE here? 👇


Summary: Bullish on both NBIS (safer) and IREN (greater upside) as top picks with significant upside potential.

@meeijer $NBIS and $IREN … Safer play is NBIS. Greater opportunity is IREN. Both are amazing options with significant upside potential

If you had to go all-in on one of these stocks, which would you choose?

• $NBIS
• $AMD
• $CSU
• $WYFI
• $IREN
• $GOOGL
• $HIMS
• $AMZN


Greater opportunity is IREN. Both are amazing options with significant upside potential


Summary: Expects parabolic move higher in IREN and NBIS once they close above 50 SMA; bullish into December.

The next parabolic move higher for $IREN and $NBIS happens when we firmly close above the 50 SMA. December will be glorious 🎉 🍾 🎅


Summary: Bullish RKLB, calling for a move to $55.

$RKLB Do it… give us $55 🚀 👨🚀 🌕 https://t.co/qkMaiX1mv9


Summary: Author agrees MU is misunderstood/mispriced by market; implicitly bullish on MU at a forward PE of 2.

@accounting_ds My view is market is completely misunderstanding.

I posted a long form tweet here about it

https://t.co/qqmqtx01I5

@OInvests $MU at a forward PE of 2 is criminal, is the market actually dumb or is retail missing something 🤔


Summary: Bullish IREN and NBIS into 2026 AI froth cycle.

Agreed. 2026 will get super frothy for AI $IREN $NBIS


Summary: Long IREN; sitting in demand zone, reclaiming 50SMA would signal next leg up.

$IREN sitting right in the middle of my demand zone 💎

If we reclaim and hold the 50SMA… very good things are ahead. 🚀 https://t.co/eKMFjzkCmm

$IREN: The purple box = my current demand zone 💎

Every recent dip has been a buying opportunity.

We’re consolidating before the next leg up. 🚀 https://t.co/aU3NwrVm5l


Summary: Bullish IREN; says the company's journey is only getting started, referencing long-term strategic execution.

@moninvestor Long term was @danroberts0101 and the teams strategic plan back in 2022 when they secured a 300 acre site in Texas

---

@moninvestor @danroberts0101 To reiterate my point we are only getting started in terms of the $IREN journey


One stock you're missing here tho is $VRT

Summary: Author flags VRT as a missing addition to the watchlist, implying it is a buy.

@babyfolio We have a similar eye. One stock you’re missing here tho is $VRT

If drawdowns continue… here’s my watchlist:
$NBIS - AI cloud backbone
$CRDO - high-speed connectivity for AI/data centers
$TSLA - yes, but only at better valuations
$KRKNF - Anduril battery play (huge if 🇨🇳/🇹🇼 tensions rise)
$MU - memory play.
$IREN - no adds till dilution


Summary: Expects PLTR to dip further, waiting for a better entry price soon.

@sheslee I’m waiting a little longer. I think there could be some better opportunities in $PLTR price soon

Just bought another 2000 $PLTR at $165.50 🫣


Summary: Long IREN: ~4.5GW in binding grid agreements with permitted sites lets it deploy AI data center capacity in months vs. 5-10 years for competitors.

Final part of this AI infrastructure series:

The fastest way to AI data center capacity?

Skip the multi-year permit and grid queues.

$IREN holds ~4.5GW in binding grid agreements with fully permitted sites:

810 MW operational NOW
1.4 GW energizing April 2026
2.35 GW fully permitted, construction-ready

Traditional buildout: 5-10 years from scratch

IREN: Months to deployment, not years

While competitors wait in queues, IREN is already building. ⚡

---

I’ll be breaking down each $IREN figure line-by-line later this week for anyone wanting to understand infrastructure capacity pipelines.

Let me know if that’s something you’d find useful. ⚡


Summary: Agrees PLTR will reach $1T market cap, endorsing the parent's bullish thesis in own words.

@ScrooogeUncle Agree. $PLTR will be a 1T company one day.

Palantir will be a trillion dollar market cap company by 2028.
$PLTR


Summary: Views current range as good accumulation zone for IREN despite weak near-term TA.

$IREN: not keen on today’s price action from a TA perspective. Ideally would like to see us regain the 50 Day SMA soon.

Regardless this is a good range to accumulate more shares imo (NFA)


Standout highlight for me: $3.4B AI Cloud ARR by end of 2026 🤯 That's the real headline here. $IREN 🚀

Summary: Bullish IREN on $3.4B AI Cloud ARR target by end of 2026 and Microsoft contract; reads the result as a durable positive catalyst.

Standout highlight for me:

$3.4B AI Cloud ARR by end of 2026 🤯

That’s the real headline here. $IREN 🚀

$IREN today reported its Q1 FY26 results.

Key highlights:

- Targeting $3.4bn in AI Cloud ARR by end of 2026 (expansion to 140k GPUs)
- Secured $9.7bn contract with Microsoft: 5-years, 20% prepayment, $1.9bn ARR contribution
- New multi-year contracts supporting growth to target https://t.co/WfSM5b5fpW


Summary: Bearish PLTR: H&S pattern forming below $150, next support $120–130 with further downside if lost.

$PLTR : An ugly head & shoulders is forming if $150 fails to hold.

Next major support sits around $120–130.

Lose that, and things could get very interesting. https://t.co/Lpd4u9Yren


it only seems viable to assume companies like $ONDS will benefit

Summary: Long ONDS as a beneficiary of rising geopolitical tension and increased global defense/counter-drone spending.

@itschrisray It’s proving likely defence will be a major theme of the future. Tension is rising geopolitically, global surveillance is increasing. It only seems viable to assume companies like $ONDS will benefit

$ONDS - The Irish Minister of Defense, Helen McEntee, has stated that Ireland’s increased defense spending will, in part, focus on counter drone technology.

Ireland will hold the Presidency of the Council of the European Union from July to December, meaning large numbers of EU


Summary: Endorses NBIS as having much more scope for growth, backing the parent's multi-year outperformance thesis.

@EndicottInvests Much more scope for growth $NBIS 🚀

Since moving all of my $NVDA to $NBIS

$NVDA: 1.1% 📈
$NBIS: 70% 📈

I’ve said it before and I’ll say it again, Nebius will outperform Nvidia by AT LEAST a factor of 3 over the next 3 years.

And I think I’m being conservative.


Summary: Bullish IREN targeting a return to the $70s.

$IREN wants $70s again 🚀 🌙 https://t.co/enpJy3MI8g


Summary: Bullish IREN to $50 soon.


Summary: Expects both NBIS and IREN to bounce out of the current dip.

$NBIS $IREN : This is how I expect us to come out of this dip.

Surely can’t go much lower right? 🤣🤣 Right?! 🙀😅 https://t.co/N7XvDIKfvR


Summary: Bearish NBIS: missed earnings, weak market sentiment, price below key technical indicators; expects further downside.

@TobyInvesting It’s not a rounding error Toby🤣 We are going lower from a technical perspective. Guidance was great but earnings were missed.

Overall market sentiment is weak and from a technical standpoint we are below key indicators.

$NBIS

The drop today is a rounding error on the 1 month chart. The market knows it, which is why it’s back at this mornings price already.

Similarly to $IREN, missed earnings but the thesis remains unchanged.

As with all these data centre stocks, construction and deal https://t.co/0N2RIMovN8


Summary: Bullish into year-end on all named tickers; multiple catalysts aligning.

Markets are just waiting on that next catalyst..⏳

Too many positives lining up for me to be anything but bullish into year-end 📈

Feels like the calm before liftoff 🚀

Trump speaks at 4PM BST/11:00 AM ET today… wonder what this could be 🤔

$BTC $ETH $IREN $NBIS $RKLB $BMNR


I'm actually happy for $IREN not to rush into deals.. When you know you have a scarce resource in large demand, you can charge a multiple from a necessity standpoint

Summary: Bullish IREN: scarce grid capacity + large demand gives pricing power; no rush to deal is an advantage.

@CYinvest I agree. I’m actually happy for $IREN not to rush into deals.. When you know you have a scarce resource in large demand, you can charge a multiple from a necessity standpoint.

@OInvests No deal isn’t bad
.
In fact, delaying can increase $IREN pricing power as grid capacity tightens and alternatives disappear.

Scarce electrons > rushed headlines.


SPY broke below its 200-day moving average Friday. The market needs a catalyst to reclaim that level. Otherwise, the technical damage compounds.

Summary: Bearish SPX/SPY near-term on 200-DMA breakdown; long NVDA/NBIS on GTC catalyst, long MU into earnings, holding IREN; oil spike would invalidate bullish framework.

SPY broke below its 200-day moving average Friday.

That's the line between bull and bear market territory.

This week: Fed, GTC keynote, Micron ( $MU ) earnings.

The next 72 hours determine which side wins.

---

The 200-DMA at $6750 is the technical level that triggers institutional selling algorithms.

$SPX closed Friday at $6600.

Three straight losing weeks. VIX at 27.

The market needs a catalyst to reclaim that level. Otherwise, the technical damage compounds.

---

Oil is still the macro anchor.

Brent at $105 despite the largest SPR release in US history.

Hormuz remains effectively blocked. Iran's new Supreme Leader hasn't backed down.

Until oil normalizes, the Fed can't help. Stagflation trap is active.

---

The Fed meets Wednesday. Everyone's watching the hold.

Wrong focus.

The March dot plot is what matters. If they signal no cuts in 2026 despite -92K jobs in February, growth stocks face structural multiple compression.

7 out of 8 FOMC meetings in 2025 produced drawdowns.

---

Today 2PM ET 🇺🇸 / 6PM BST ����🇧 : Jensen Huang takes the stage at $NVDA GTC.

Reportedly unveiling Vera Rubin deployment with Nebius ( $NBIS ), Feynman GPU architecture, and the full AI stack roadmap.

This is the positive catalyst the market desperately needs.

$NVDA watching $172-180 support into keynote.

---

This week's live catalysts:

$NBIS - GTC keynote references Vera Rubin deployment ( $NVDA $2B validation = structural)

$IREN - holding, no adds pre-FOMC (watching $36.50 validation level)

$MU - Thursday earnings

All moving this week.

---

Key levels:

$SPX $6750 (200-DMA reclaim = bullish)
$NVDA $172-180 (support into GTC)
Brent $105 (invalidation if oil spikes higher)

Framework: GTC can provide tactical relief. FOMC Wednesday determines structural direction.

⚡

---

Historical context:

Last 5 times $SPX broke below 200-DMA during Fed week:
• 3 times: continued selling through FOMC
• 2 times: sharp reversal on dovish surprise

Pattern: The market front-runs Fed reaction, not the event itself.

Wednesday will tell.

⚡


This is the positive catalyst the market desperately needs. $NVDA watching $172-180 support into keynote.


$NBIS - GTC keynote references Vera Rubin deployment ($NVDA $2B validation = structural)


$MU - Thursday earnings. All moving this week.


$IREN - holding, no adds pre-FOMC (watching $36.50 validation level)


Summary: Bullish RUT breakout from cup & handle; lower rates fuel small caps; IREN, NBIS, RKLB, BMNR flagged as speculative AI plays that may surge.

📈 $RUT (Russell 2000) hits ALL-TIME HIGHS, first since 2021.

☕ Breaks out of monthly cup & handle pattern.

💸 Lower rates = easier capital.
🔥 Fuels speculative small caps.

🤖 AI small caps & speculative plays like $IREN, $NBIS, $RKLB, $BMNR may surge in coming years. 🚀


Kraken goes from ~$100M revenue company to $365M combined revenue. Autonomous underwater vehicles. Maritime defense surveillance. Subsea navigation. Defense budgets accelerating. Naval operations expanding. The timing isn't coincidence.

Summary: Bullish KRKNF on transformative acquisition tripling revenue, defense budget tailwinds, and Hormuz naval operations timing.

Today: Trump orders naval escorts through Strait of Hormuz

Today: Posted about sustained UUV demand for naval operations

Today: $KRKNF trading halted

Tonight: Announces CAD$615M (~USD$430M) acquisition of Covelya Group

Combined 2025 revenue: CAD$365M (~USD$255M)
EBITDA margins: 24%
Nearly 750 employees
12 facilities globally

Kraken goes from ~$100M revenue company to $365M combined revenue.

Autonomous underwater vehicles. Maritime defense surveillance. Subsea navigation.

Defense budgets accelerating. Naval operations expanding.

Closing expected Q2 2026.

The timing isn't coincidence.

⚡


Crypto's about to rally into year end. $BTC

Summary: Bullish BTC, ETH, SOL on expected crypto year-end rally.

It’s starting. Crypto’s about to rally into year end.

$BTC $ETH $SOL 🚀 📈 https://t.co/rrJLr9N0Py


Crypto's about to rally into year end. $ETH


Crypto's about to rally into year end. $SOL


Summary: Trump-Xi meeting + Fed cuts drive stocks and BTC parabolic into year-end; rotation out of gold into BTC.

🚨 TRUMP TO MEET XI IN TWO WEEKS

We all know how this script goes:
🤝 Meeting “goes well”
🏦 Fed cuts rates
📈 Markets go parabolic into year-end

Stocks rocket - $NBIS $IREN $RKLB $BMNR
Liquidity flows from $GOLD → $BTC 🚀 https://t.co/63pvNp2NqF


Summary: Endorses bullish IREN thesis on upcoming earnings deal announcement with AMZN or META.

@UncleAlpha007 Been thinking this for a while. Always found that interview particularly telling. $AMZN or $META is my guess

$iren will announce a deal with $AMZN Feb 5th when they report earnings. IREN CEO previously hinted at a deal with AWS. IREN moved up earnings to the same date as $amzn. AWS is expected to add 4gw-5gw in 2026, IREN will be part of that. Expecting the stock to push $100 in


Summary: BTC to $80k target.


Summary: Expects market rally on Trump China tariff softening; bullish IREN, NBIS, and BTC.

@WatcherGuru Time for the market to go up 🙂 $IREN $NBIS $BTC https://t.co/1z2EztbiOE

JUST IN: 🇺🇸🇨🇳 President Trump says "no" when asked if China tariffs will stand. https://t.co/lx2cGF73XG


Time for the market to go up 🙂 $IREN $NBIS


Time for the market to go up 🙂 $IREN $NBIS $BTC


Summary: Bullish ONDS: broke consolidation, closed above recent high, bullish EMA structure; watching for confirmed entry above 2022 resistance.

$ONDS appears well-positioned for an upward move. The two charts below, from the daily and weekly perspectives, provide a broader view: 👇

---

1⃣ Daily Chart

$ONDS closed above recent high on Friday.

🟢 Bullish trend: 10 EMA > 20 EMA, price > 50 SMA.

🟢 Broke consolidation.

🟢 Support at ~$6.

⚠ Caution: Declining volume on Friday.

⚠ Nearing 2022 overhead resistance.

$ONDS remains one to watch this week. 📸👇 https://t.co/SvPGt1uuJd

---

2⃣Weekly Chart

 $ONDS faces overhead resistance from 2022.

The weekly chart shows this resistance block, a key level.

It remains on the watchlist until a clear, confirmed entry. https://t.co/V5emLwJ6Fc


Summary: Bullish PLTR on a dip/correction; agrees it's overvalued near-term but sees it as a great investment once it pulls back.

@mikealfred @RemoteNavigator I agree from here they aren’t but $PLTR will remain a great investment when it corrects.

@RemoteNavigator @OInvests Financials are fine but both stocks are too popular and over owned with high valuations and high expectations. Bad recipe. Good companies sure. But not necessarily great investments from here.


Summary: Bullish IREN; author claims it is still early in its move and the real play, not a proxy.

The next $IREN is $IREN.

We're just getting started. 🚀

$BITF is still one to watch though 👀

$BITF is next $IREN .
See you 5$+ soon then 10$ 🚀 https://t.co/wzY6oVj5p4


Summary: Long KRKNF: Trump Strait of Hormuz escort order is the catalyst for sustained UUV demand; new ATHs are just the start.

BREAKING: Trump orders US Navy to escort oil tankers through Strait of Hormuz.

Naval escort operations in contested waters require undersea threat detection.

$KRKNF (Kraken Robotics) makes autonomous underwater vehicles for mine detection and naval surveillance.

The Strait is one of the most mine-threatened shipping lanes globally.

Extended naval operations = sustained demand for UUV systems.

New ATHs today weren't noise. This is the catalyst.

⚡


Summary: Bullish on IREN after $9.7B Microsoft AI cloud deal; author frames it as inevitable positive catalyst.

$IREN secures a $9.7B AI cloud deal with Microsoft. 🚀 It was only a matter of time 💥 https://t.co/DjTWzmhaID


Summary: Bullish IREN over the next 2 years; expects strong returns for shareholders.

@ChrisKing189362 Yeah the next 2 years are going to be a great time for $IREN share holders

@OInvests I agree.  I wouldn’t be surprised to see a deal before the end of this month.  Even if it doesn’t happen soon, I’m strapping in and riding the upper trajectory on this stock for the rest of this year, at a minimum.


Summary: Author is bullish NVDA on Jensen Huang's positive outlook re: China sales approval progress.

NVIDIA CEO Jensen Huang announces that approval for sales to China is in progress. 🇺🇸🇨🇳

Positive outlook for NVIDIA! 📈

Bullish $NVDA https://t.co/PFpGCy6qHu


Summary: Agrees PLTR demand zone is a strong base; expects retracement but not a new low, implying dip-and-hold bullish stance.

@yxinsights Agree with both the demand zone and resistance here. Resistance coincides with 50 SMA. The demand zone forms a strong base if it holds on next retracement

$PLTR Having reached my $160 target on Friday, I would expect some retrace this week.

But not a new low. https://t.co/HCPmnZMfWR


Summary: Bullish on AI cloud infrastructure era; singles out IREN, NBIS, and CRWV as early beneficiaries of what is only the start.

@EndicottInvests It symbolises the era of AI cloud infrastructure… many other players will emerge. This is only the start of the next era $IREN $NBIS $CRWV

I mean this partnership changes everything guys wtf $NBIS


Summary: Bullish UNH; expects price to close the gap up to $380.

$UNH : Time to close the gap at $380 🕰 https://t.co/dGaFRwG5WM


Summary: Bullish CRWD into earnings tonight: Iran APT34 silence signals escalating unpredictable cyber threat, favoring AI-native defense; stock down ~30% from highs.

Iran near-total internet blackout: 72+ hours. Regime leadership compound struck overnight.

But here's the cybersecurity angle no one's discussing:

Iran's most prolific cyber group (APT34) has gone completely silent for 7 days during Iran's biggest crisis. In cyber, silence = preparation, not surrender.

$CRWD reports tonight. Down ~30% from highs.

Iran's cyber command: 31 decentralized autonomous units. Leadership decapitation doesn't reduce threat, it makes it unpredictable.

Unpredictable threats are MORE dangerous. Signature defenses fail when playbooks change.

$CRWD AI-native model is built for exactly this.

Watching guidance. ⚡


Summary: Long basket of autonomous-economy infrastructure plays (PLTR, ONDS, ASTS, AVAV, KRKNF, RKLB) on drone/AI/space buildout; commercial market from $5B to $30B by 2030.

Why now:

• FAA approving beyond-visual-line-of-sight operations
• Drone costs down 60% since 2020
• Military validation (Ukraine/Iran proving it works)
• $PLTR / $ONDS partnership = integration happening today
• $30B commercial market by 2030 (from $5B today)

Not 5 years away. Now.

---

The autonomous economy infrastructure:

Intelligence: $PLTR

Connectivity: $ONDS (terrestrial), $ASTS (space-based 4G/5G)

Hardware: $AVAV (aerial/ground), $KRKNF (subsea batteries/sensors)

Space: $RKLB (satellite launches)

Military spending funds R&D today.
Commercial applications generate revenue tomorrow.

Same technology. Different markets.

⚡


Summary: Long TSLA targeting $500 after breakout above $370.

$TSLA surged past $370, now targeting $500 🚀 https://t.co/dg0C981YVu

$TSLA became a great entry point yesterday.

✅ A six-month consolidation phase ended.

💥 Closing above ~$365 resistance confirmed a breakout. 🚀

Happy Friday, folks! 😊 https://t.co/CxmlO4LbID


Summary: ORCL beat + raised guidance confirms AI buildout; bullish read-through to NBIS (compute) and IREN (power infra) as demand accelerates.

$ORCL Q3 beat + raised guidance:

Q3 Cloud Infrastructure: $4.9B vs $4.74B est (+3.4%)
Q3 Total Revenue: $17.19B vs $16.89B est

Raised FY guidance to $90B (18-20% growth Q4).

Stock: +5% .

Reading for AI infrastructure: BULLISH

Cloud infrastructure beating consensus = AI demand is real and accelerating.

If Oracle is growing cloud infra 18-20%, hyperscaler demand for compute deployment ( $NBIS ) and power infrastructure ( $IREN ) follows same trajectory.

Oracle doesn't threaten IREN/NBIS thesis - it confirms the AI buildout is on.

⚡


hyperscaler demand for compute deployment ( $NBIS ) and power infrastructure ( $IREN ) follows same trajectory


power infrastructure ( $IREN ) follows same trajectory


Summary: Holds over 60% of individual stock portfolio in IREN; heavily concentrated long position.

@MPetrillo41 Over 60% of my individual stocks portfolio in $IREN … you got me https://t.co/DyrcvAS4bR

@OInvests Keep sitting on the sidelines :)


I still stand by this. $NBIS $IREN $RKLB $BMNR $TSLA

Summary: Author reaffirms EOY price targets: NBIS $150, IREN $75, RKLB $75, BMNR $75, TSLA $500; all bullish into year-end.


Summary: Bullish IREN as a beneficiary of real AI capacity expansion demand, backed by secured power resources.

@FurtureRichKid Yes absolutely. The demand for AI capacity expansion is real and $IREN has the secured power resources to enable this

@OInvests Been seeing so much on $IREN should I look into it?


$TSLA became a great entry point yesterday. A six-month consolidation phase ended. Closing above ~$365 resistance confirmed a breakout.

Summary: Long TSLA after breakout above $365 resistance ends six-month consolidation; confirmed entry.

$TSLA became a great entry point yesterday.

✅ A six-month consolidation phase ended.

💥 Closing above ~$365 resistance confirmed a breakout. 🚀

Happy Friday, folks! 😊 https://t.co/CxmlO4LbID

$TSLA is one to watch this week.

After a six-month consolidation, sellers are exhausted.

🟢Friday saw a high-volume gap up.

🟢The setup looks bullish: 10 EMA > 20 EMA, price above 50 SMA.

Tesla appears poised for another run-up.

⌛The question is when?⏰ https://t.co/9g1m2O0KxT


Summary: Bullish NBIS after bounce off 10 EMA acting as textbook support.

$NBIS up 7%+ today 👀

Bounced off the 10 EMA again - textbook support.

BULLISH 🚀 https://t.co/fNMLJ4CwRh


Summary: Bought the dip in IREN and NBIS this week; thesis forthcoming.

🚨 Not every dip is a buying opportunity.

This week $IREN and $NBIS were.

This weekend I’ll explain my thesis behind this decision. 📈 📊


Summary: Bullish on IREN and NBIS as AI infrastructure plays that aren't going away.

AI is fake, automation is a myth, and efficiency savings are made up. 😅

Companies are going back to manual processes. 🤯

Name one moment in history where a major tech leap reversed to something inferior… I’ll wait.

AI isn’t going anywhere.
Neither are $IREN and $NBIS. 🚀


Summary: Decisive buy instruction on both IREN and NBIS.

Don’t just own one. Own BOTH $IREN $NBIS (NFA) 🤯


I don't foresee a significant impact from the recent geopolitical events. If there is, I see it as noise and any market pullback as short-lived. There will be a point in the not-too-distant future where prices seen today are out of reach.

Summary: Bullish IREN; geopolitical pullback is noise, current prices will be out of reach in the near future — targeting $80.

Here’s a throwback to a tweet from December when $IREN dropped to $35.

I don’t foresee a significant impact from the recent geopolitical events. If there is, I see it as noise and any market pullback as short-lived.

Appreciate time. There will be a point in the not-too-distant future where prices seen today are out of reach.

🚨 I actually love that $IREN pulled back.

The run to $80 won’t be straight. Overhead resistance now exists from trapped buyers selling at breakeven and that creates time.

⏳ Time is a gift.

I understand what I own. I understood $IREN when buying in the teens.

This pullback


Summary: Strongly bullish BTC long-term; dismisses all bearish narratives as wrong, calls cash the real risk.

Mainstream still thinks $BTC is a scam.

Many still associate it with illicit activity.

Many think the opportunity is gone, they heard the headline about some kid getting lucky years ago.

Media stories span about crypto millionaires getting killed for holding $BTC.

Others fear volatility, they see it as “too risky”.

They are all WRONG.

The greatest fear should be holding cash long term. $BTC is so so early. ⏳


Summary: Bullish on TE on solar energy thesis; expects strong performance in 2026.

@andromeda_IX I like the thesis surrounding solar energy. TE will do great for sure in 2026


Summary: Long IREN; 10 EMA support seen as healthy base for move higher.

🚨 $IREN The 10 EMA is providing tremendous support 😊 Healthy and needed to move higher 🚀


Summary: Top 2 conviction longs: NBIS and IREN over 18 months, with IREN seen as having the higher ceiling.

My top 2 convictions: $NBIS and $IREN ⚡

Which performs best over the next 18 months and why? 👀

For me, $IREN has the higher ceiling. 🧠📈


Summary: Long IREN and NBIS as AI infrastructure plays, long BTC as hedge against currency debasement; 3-year horizon.

🚨 We’re in the early stages of a historic shift. AI is exploding, Data demand is surging, Currencies are debasing.

Here’s the playbook for what’s coming and who stands to win. 🧵

$IREN $NBIS $BTC

---

2025 has been the year AI went mainstream.
Every major institution is integrating it. Retail users are signing up daily.

That means one thing… capacity requirements are exploding.

More LLMs = more data warehouses + more data centers. ⚡

---

Data centers are the backbone of AI but they need massive power to run.

That’s where $IREN and $NBIS come in.

They’re building out the infrastructure that keeps AI alive:
✅ energy-efficient data centers
✅ power generation capacity

---

And while all this unfolds… we can’t forget about currency debasement. 💸

Continuous QE and rate cuts reduce the real value of money.

$BTC with its finite supply stands as the ultimate hedge against inflationary devaluation.

---

AI needs power. Power needs infrastructure. Fiat needs protection.

The next 3 years belong to:
⚡ $IREN
⚙ $NBIS
🟠 $BTC

Stay positioned. The cycle has only just begun. 🚀


$BTC with its finite supply stands as the ultimate hedge against inflationary devaluation


Summary: Both BTC and ETH expected to perform well over the next 5 years; no relative winner named.

$BTC and $ETH will likely perform great over the next 5 years.

But which performs better? 🤔

$BTC or $ETH?


Summary: Bullish NVDA on short-term momentum above 50-day SMA; if Blackwell/hyperscaler demand confirmed, infrastructure names IREN, NBIS, VST move higher.

$NVDA has consolidated since September.

Price holding above the 50-day SMA.

21 EMA > 10 EMA - short-term bullish momentum.

Clear resistance: $193–200.

Watching for:
• Blackwell shipment acceleration
• Hyperscaler demand staying elevated

If deployment demand is confirmed, infrastructure names continue to move higher.

$IREN $NBIS $VST ⚡


infrastructure names continue to move higher


Lots of potential catalysts for $AMZN in the next coming years. it does intrigue me more and more as it continues to consolidate sideways. Often the biggest moves follow large periods of consolidation

Summary: Bullish AMZN and TSLA on consolidation-to-breakout thesis; multiple catalysts ahead.

@DeepValueBagger Lots of potential catalysts for $AMZN in the next coming years. I’m yet to initiate a position but it does intrigue me more and more as it continues to consolidate sideways. Often the biggest moves follow large periods of consolidation, $TSLA is in a very similar position also.

$AMZN is quietly launching its satellite Kuiper services to enterprise customers and expanding to 2026.  Launched 180 production satellites.

There's probably more money to be made in enterprise as the use case are more critical to government agencies, and businesses.  This is https://t.co/4xs1DVAFu3


$TSLA is in a very similar position also


Summary: Bullish on TSLA continuing higher, noting price already hitting $400s overnight after breakout.

$TSLA in the $400s overnight 👀 🚀 https://t.co/QQo55p0asJ


Summary: Expects liquidity to flow into BTC by 2026, implying price appreciation ahead.

@amitisinvesting Give it time. Liquidity will flow into $BTC within 2026

so did everyone wake up in 2025 and realize that all the money supposed to go into crypto to capitalize on the debasement trade would just be better going into commodities instead?

central banks easing, lower rates, more money printing…

$BTC can’t catch a bid

truly incredible https://t.co/MXab6YAiQ6


$RKLB looks strong heading into Monday. Bullish trend: 10 EMA > 20 EMA, price above 50 SMA. Broke recent resistance with rising volume. Could we see the $70s soon?

Summary: Bullish RKLB on technical breakout above resistance with rising volume; targeting $70s.

$RKLB looks strong heading into Monday.

🟢 Bullish trend: 10 EMA > 20 EMA, price above 50 SMA.

🟢 Broke recent resistance with rising volume.

Rocket Lab appears ready for take-off. 🚀

Could we see the $70s soon? 🚀🌝 https://t.co/398FcCEXen

$RKLB may break out today.

✅ High volume

🚨 $52 resistance persists

Closing above $52 should trigger the next upward move 🕰

RocketLab to Mars 🚀🌇 https://t.co/rfx5BL2EkS


Summary: Bullish on broad market (QQQ/SPY) rally into H1 2026.

@TheRonnieVShow The Rally is coming. 2026 will be a great year, at least the first half


Summary: Added to long positions in both IREN and NBIS.


Summary: Long both IREN and NBIS; pullbacks are accumulation opportunities in quality infrastructure assets.

$IREN $NBIS

Time is a gift.

The longer price stays compressed, the more runway to accumulate quality infrastructure assets.

Patience builds sizeable positions ⚡


Summary: Bullish on both NBIS and IREN as complementary plays on the same secular tailwinds; recommends owning both.

$NBIS vs $IREN - different stocks, same theme.

💠 Diversification → $NBIS
💠 Raw power → $IREN

Different risk profiles.
Same secular tailwinds.

Honestly… why not own both?


$IREN looks strong. Holding post-earnings gap. Demand zone supporting price. Selling volume decreasing on pullback. 10 EMA above 20 EMA, price over 50 SMA.

Summary: Bullish IREN: holding post-earnings gap, demand zone support, declining sell volume, bullish EMA/SMA alignment.

$IREN looks strong.

💎 Holding post-earnings gap.
🔥 Demand zone supporting price.
🟢 Selling volume decreasing on pullback.
🟢 10 EMA above 20 EMA, price over 50 SMA.

We took advantage each time IREN hit our demand zone.

Did you seize this opportunity? 🚀🪙 https://t.co/xRVhbfuSMt


Summary: Bullish on IREN citing leadership vision, conviction, and transparency.

$IREN CEO @danroberts0101 quoted the following:

💎 This leadership’s vision, conviction, and transparency are why I’m so bullish on $IREN. 🚀 https://t.co/S8ff7GPwdt


Summary: BTC lagging gold/silver is a bullish setup; endorses parent's outperformance thesis.

@TheBTCTherapist $BTC trailing gold and silver is a very bullish sign.

Bitcoin is going to massively outperform gold and silver over the next 6-12 months. It won’t even be close. Mark this post. Save it. You’ve been warned.


Summary: Geopolitical shock creates near-term dislocation but not a structural top; buying infrastructure and long-duration AI names IREN, NBIS, VRT into the selloff.

Geopolitical Shock Playbook:

Months 0–3
→ Energy / Defence / Oil rally
→ Tech de-rates on risk premium expansion

Months 3–12
→ Risk premium fades
→ Liquidity rotates back
→ Tech leadership resumes

We saw variations of this after:
• Afghanistan (2021)
• Russia–Ukraine (2022)
• Israel–Iran tensions (2024)

US–Iran escalation yesterday.
Tech selling Friday.

If history rhymes, this looks more like a near-term rotation than a structural top.

Dislocations create opportunity, especially in infrastructure and long-duration AI names.

$IREN $NBIS $VRT


Summary: Bullish RKLB into Monday on hammer candle, EMA alignment, price above 50 SMA.

Rocket Lab ended the week strongly!

$RKLB closed with a bullish hammer candle:

🟢 Green hammer candle
🟢 10 EMA above 20 EMA, price above 50 SMA
🟠 Slight volume decline
⚠ Overhead block of trapped buyers

Overall, $RKLB looks bullish for Monday 🚀 https://t.co/So8CSiyhXd


Summary: Bullish on BTC, IREN, and NBIS in reaction to Powell signaling QT ending soon.

@rovercrc We are so back $BTC $IREN $NBIS https://t.co/B2YKp5tKqL

💥BREAKING:

🇺🇸 POWELL SAYS THAT QT WILL END IN THE COMING MONTHS.

THIS IS SUPER BULLISH! 🚀 https://t.co/3XUdJUnUb1


Summary: Implies JP Morgan's low price target on IREN is deliberate to accumulate shares cheaply; bullish lean.

$IREN I finally was able to read the most relevant chart … got my hands on it … judge yourself .. JP Morons RANGE OF VALUATION is $9b ~ $21b. Aka $37~$88 per share. However, Price Target is $24 ? Lol.

Assume the right # of shares & mid of range:

$9b+$21b = $30b/2 = https://t.co/ZN1lwaKPVi


Summary: Ranks four small-cap disruptors for 2026: KRKNF top pick, ONDS/TE tied second, EOSE last but still favoured.

Which of these is your favourite small cap for 2026?

This is my order:

$KRKNF
$ONDS / $TE
$EOSE

4 small-cap disruptors:

🔋 $EOSE – Energy storage for renewables + grid support.

☀ $TE – U.S. solar scaling fast in the clean-energy boom.

🛩 $ONDS – Drones + private 5G for rail, energy, defense & cities.

🌊 $KRKNF – Subsea robotics + pressure-tolerant batteries for UUVs.


We don't need a deal for me to be happy. No deal will likely result in a test of the 50 SMA at around $47

Summary: Bullish IREN into earnings; comfortable even without a deal; sees ~$47 50-SMA as downside test level.

@moninvestor We don’t need a deal for me to be happy. No deal will likely result in a test of the 50 SMA at around $47

$IREN reports earnings tomorrow and the entire situation comes down to whether a deal is announced.

Expectations on X are extremely high, and if a deal hasn’t been finalized or gets pushed, the market will treat that as a disappointment regardless of the long term story.

In


Summary: NBIS breaking $106 after base formation; Oracle AI infra beat validates the buildout thesis.

$NBIS +10% today.

Unverified rumors on X about $NVDA investment. Waiting for official source.

Either way - stock breaking $106 after base formation.

Oracle's AI infrastructure beat last night validates the buildout thesis.

⚡ https://t.co/FCvchYl75h


Summary: Decisive buy verdict on IREN; must-own on multi-year AI Cloud contract wins and ARR growth trajectory.

$IREN : Multi year AI Cloud Contracts secured. Month on Month transparency… This is why $IREN is a must own (NFA) https://t.co/uLHVOw1EhI

$IREN is pleased to provide an update on its AI Cloud business.

- New multi-year AI Cloud contracts with leading AI companies
- Contracts secured for 11k GPUs, representing ~$225m AI Cloud ARR by end of 2025
- $500m AI Cloud ARR from 23k GPUs on track for Q1 2026
- NVIDIA https://t.co/uTin31YHJZ


I'm still overall very bullish about December $IREN

Summary: Author is bullish on IREN, NBIS, and BTC into December.

We are not even close to a bear market.

I’m still overall very bullish about December $IREN $NBIS $BTC but I would welcome a significant crash in 2026/2027

If you have stable income and you’re in the accumulation phase, you should want a bear market. 🐻📉

It’s where mispriced stocks and the best opportunities appear 🔍💎 $IREN $NBIS

Fear of bear markets mainly applies to investors later in their lifecycle - the Preservation Stage


I'm still overall very bullish about December $IREN $NBIS $BTC


Summary: Bullish on KRKNF, RKLB, and ASTS as infrastructure beneficiaries of the growing military and commercial drone economy.

The drone economy is being built right now.

Military applications today. Commercial applications tomorrow.

From subsea warfare to Amazon deliveries - same technology stack.

Here's the infrastructure: 🧵

---

Current military use:

SUBSEA: Iran deploying mine-laying UUVs in Strait of Hormuz. $KRKNF supplies batteries for UUVs and sonar sensors that detect underwater mines.

AERIAL: Ukraine autonomous drone warfare

GROUND: Supply delivery, IED detection, perimeter security

Iran + Ukraine conflicts = accelerating R&D and deployment.

Defense spending validating the technology.

---

Space infrastructure enables global drone operations:

$RKLB: Prime contractor for satellite launches, building the communication networks

$ASTS: Satellite constellation connecting directly to standard 4G/5G devices - drones can communicate anywhere on Earth without extra hardware

GPS/GNSS for autonomous navigation

Beyond-line-of-sight operations require orbital infrastructure.


$RKLB: Prime contractor for satellite launches, building the communication networks


$ASTS: Satellite constellation connecting directly to standard 4G/5G devices - drones can communicate anywhere on Earth without extra hardware


Summary: Implies RKLB has more than 5x upside remaining to 2030 from 2024 levels; bullish forward lean.

@StockSavvyShay 5x potential by 2030 suddenly seems like a pessimistic call from 2024 levels 🤣

Wild that the $RKLB shares I was scooping up not even two years ago are already up ~20x https://t.co/eUr2d6nKJj


I don't see $NBIS going any lower than this range

Summary: Expects NBIS to hold support at $75–$78 range (gap close + 150-day MA); floor call, implicitly bullish.

@babyfolio $75 closes the gap. $78 is where the 150 Day MA stands. I don’t see $NBIS going any lower than this range

What are you doing if $NBIS fills the gap at $64?


Summary: Bullish on IREN; endorses expansion strategy and GPU financing, looking forward to a bright future.

Thank you for this statement. Props to the team for securing financing at sub 6% rate. The continued expansion of secured grid-connected power is refreshing. Continual plans to scale is exciting, the power bottleneck will continue to limit AI expansion. The rush to deals isn’t necessary but plans to acquire land and resources are. I look forward to a bright future with $IREN

$IREN today reported its Q2 FY26 results.

Key highlights:

✔$3.6bn GPU financing secured for Microsoft contract

- Interest rate of <6% p.a.
- Together with Microsoft prepayment ($1.9bn) covers 95% of GPU-related capex

✔Targeted 140k GPU expansion on track to deliver $3.4bn https://t.co/ahfAXE7Xrr


Summary: Six stocks named as future long-term staples: TSLA, NVDA, GOOG, ASML, MSFT, PLTR.

6 stocks likely to be future staples:

$TSLA - Autonomy and energy
$NVDA - AI computing
$GOOG - Search and cloud
$ASML - Chip manufacturing
$MSFT - Enterprise software
$PLTR - Data analytics

Which do you have your eye on? 👀


Summary: Expects AMZN to pull back to fill gap at $190 before any upside.

$AMZN might be great Value

But there’s a gap to fill at $190 https://t.co/kNPFRVd8Gu


I'm not ruling out $60k's here.. A break of $80k's and we're there.

Summary: Bearish BTC: a break below $80k opens path to $60k range.

@Mr_Derivatives I’m not ruling out $60k’s here.. A break of $80k’s and we’re there.

$BTC Just connecting the dots... https://t.co/q9us8zsOIY


Summary: Sees VRT as a great buy at current levels.


Summary: Bullish IREN to $50 on technical strength, improving fundamentals, and underpriced AI potential.

🚀 $IREN sees $50 soon

📊 Charts = strength
💡 Fundamentals improving
🤖 Market still hasn’t priced in the AI potential
😅 Still don’t own enough

Conviction keeps building. https://t.co/gH0KtNXIwa


Brent crude +6% to $106-108. Oil back above $103

Summary: Stagflation thesis intact: bearish equities, bullish oil — Strait closed, Fed trapped, geopolitical uncertainty unresolved after Trump speech.

Brent Crude futures; BZ=F is Yahoo Finance symbol

This is why I stayed cautious yesterday.

Market rallied Mon/Tue (+3.5% combined) hoping war was ending.

Trump speech reality:
• 2-3 more weeks bombing "to finish the job"
• Threatens strikes on Iran energy infrastructure if no deal
• Strait remains closed - told allies to "build up courage" and secure it themselves

Market reaction overnight:
• S&P futures -1%
• Brent crude +6% to $106-108
• Oil back above $103

Rally was hope, not resolution.

Macro setup unchanged:
• Strait closed
• Oil spiking
• Fed trapped (can't cut with oil-driven inflation)
• Geopolitical uncertainty

Stagflation thesis intact.

One speech doesn't fix structural problems. This is exactly what I outlined in my stagflation post.


Summary: Bullish IREN: $6B ATM is strategic optionality not imminent dilution; $9.3B+ funding assembled, $9.7B MSFT contract, liquid-cooling moat support long-term revenue growth outpacing any dilution.

$IREN 's $6B ATM: what the market is missing.

The "overhang" everyone talks about isn't actual dilution - they haven't sold shares yet. It's available capacity for strategic deployment.

Here's what people get wrong:

Context:

• $9.7B $MSFT contract (5-year deal, Nov 2025)
• 20% prepayment = $1.9B upfront cash already received
• IREN has assembled $9.3B+ total funding from multiple sources
• Phased 2026 deployment milestones
• $6B ATM = additional financing optionality, not immediate dilution

The funding breakdown:

• $1.9B Microsoft prepayment (already received)
• $3.6B GPU financing - delayed-draw term loan at <6% interest (Goldman Sachs, JPMorgan) - covers 95% of GPU capital needs
• $2.3B convertible notes (Goldman, JPMorgan, Citi - Dec 2025)
• $1.6B direct equity placement (Goldman, JPMorgan, Citi - Dec 2025)
• $6B ATM capacity (strategic optionality)

Goldman Sachs and JPMorgan provided $3.6B GPU financing at <6% - favorable terms for this type of capital-intensive buildout.

The deployment plan:

• 50,000 NVIDIA B300 GPUs ordered March 2026 (→ 150,000 total contracted fleet)
• Current deployment: ~23,000 active units
• Phased rollout H2 2026: scaling to full 150,000 GPU fleet by year-end
• $3.5B infrastructure capex H2 2026 (Childress TX, Mackenzie BC)
• Target: $3.7B ARR by end 2026 (Microsoft contributes $1.94B ARR)

Hardware spend:

• $5.8B with Dell Technologies for NVIDIA GB300 GPUs

This mirrors $TSLA 2020:

Tesla had $10B+ ATM capacity. Didn't use it all at once - deployed strategically over time to fund Giga Berlin and Giga Texas.

IREN's doing the same: ATM is complementary to existing $9.3B+ funding. Used strategically as deployment milestones are reached.

The moat being built:

Power: 4.5 GW secured capacity

Cooling: This is the underrated part.

• Direct-to-chip liquid cooling (200+ kW per rack vs 20-40 kW air cooling)
• Built to NVIDIA reference architecture for GB300 NVL72 systems
• PUE as low as 1.04 vs 1.4-1.8 for air-cooled facilities
• Purpose-built facilities (Horizon 1 Childress) + retrofits (Mackenzie, Prince George)

Why cooling matters:

Next-gen AI chips like NVIDIA Blackwell generate extreme heat. Liquid cooling is increasingly required for high-density deployments - air cooling struggles at these power levels.

There's a massive shortage of liquid-cooled data center capacity in the U.S. - which is why Microsoft signed a $9.7B contract with 20% upfront.

The moat isn't just having power - it's having the plumbing (CDUs, chillers, coolant distribution) integrated into 4.5 GW of capacity.

Market behavior:

Short-term: pricing in worst-case dilution before it happens (overhang creates ceiling)

Long-term: if they scale to 150K GPUs + hit $3.7B ARR + maintain power/cooling moat, revenue growth outpaces any dilution

The transformation:

Speculative Bitcoin miner → validated AI infrastructure provider backed by Goldman Sachs, JPMorgan, and $9.7B Microsoft contract

150,000 GPUs = contracted fleet, funded via $9.3B+ already assembled + $6B ATM optionality. Phased deployment throughout H2 2026.

Execution risk is real. But the infrastructure buildout thesis doesn't change because they have funding optionality available.

$IREN


Summary: Endorses quoted bullish recovery thesis for both NBIS and IREN out of current dip.

$NBIS $IREN : This is how I expect us to come out of this dip.

Surely can’t go much lower right? 🤣🤣 Right?! 🙀😅 https://t.co/N7XvDIKfvR


Summary: NBIS has competitive GPU pricing advantage; IREN conservatively priced with margin upside.

@HyperAICapital Great post. It appears from this $NBIS potentially has a competitive advantage over $CRWV . $IREN I agree also looks to be conservatively priced with opportunities to further improve margins looking forward

$NBIS vs $CRWV vs $IREN GPU pricing:

My key takeaways first:

• $NBIS screens aggressively priced per GPU

• $CRWV looks premium, full-node priced

• $IREN ARR assumptions look conservative

$NBIS on demand:
H100 $2.95/hr
H200 $3.50/hr
B200 $5.50/hr

Reserved:
H100 $2.00
H200


$IREN I agree also looks to be conservatively priced with opportunities to further improve margins looking forward


Summary: IREN holding $39–40 base with every dip bought; bullish into NVDA earnings Wednesday.

$IREN continues to defend the $39–40 range.

Every dip getting bought.

Strong base forming here ahead of $NVDA earnings Wednesday. https://t.co/BS6x2MwLDw


I think it's likely there will be further downside for $PLTR here

Summary: Agrees with parent's trap call; rejection of downward 50 SMA signals further downside ahead.

@pdicarlotrader Agreed. Rejection of a downward sloping 50 SMA today.. I think it’s likely there will be further downside for $PLTR here

I hope I’m wrong here, but this $PLTR move smells like a trap from a mile away. https://t.co/sm7WCGDUJP


Summary: Endorses bullish thesis on Kraken Robotics, citing significant upside potential.

@YodaStockInvest Agreed. Significant upside potential with $KRKNF

Many have asked me what’s so good about Kraken Robotics.

The main catalysts for $KRKNF / $PNG.V:

-Uplisting to Nasdaq $QQQ
-High revenue growth next years
-Indirect play on Anduril
-Defense sector will be extra important in the next decade https://t.co/tnPO07z3yZ