Summary: Bullish IREN: defends ATM dilution as growth-funded, not survival; backed by $9.7B MSFT contract, 150K GPU expansion, and $3.7B ARR target by late 2026.

$IREN being called "AMC 2.0" because of ATM dilution.

$AMC: Raised to avoid bankruptcy. Revenue = movie tickets.

$IREN: $6B ATM to fund AI infrastructure buildout. $9.7B Microsoft contract (20% prepayment received). Expanding to 150K GPUs. Targeting $3.7B ARR by late 2026.

One raised to survive.

The other raises to scale contracted AI capacity.

Not remotely the same.

But if we ARE the next $AMC... we've got $700 to hit first. 😂

⚡


Summary: Long Vertiv into 2026/27 as cooling becomes the binding constraint for data centre / AI infrastructure scaling.

structural marker; pre-classified as canonical yfinance ticker

Those who’ve built computers know this:

Power expansion hits a thermal wall 🔥

More power = more heat.

Data centres + AI infra are scaling fast…

The future constraint won’t be power, it’ll be cooling.

$VRT - All eyes on you for 2026/27 👀


Summary: Long NBIS and IREN as structural winners with existing infrastructure moats in the data center buildout cycle.

industry='Internet Content & Information'

Agreed. This is a structural shift, not cyclical speculation.

Infrastructure buildouts take time: land acquisition, permits, regulatory approvals, grid agreements.

Companies positioned ahead (like $NBIS and $IREN with existing infrastructure) capture premium multiples while others wait years to deploy.

Time-to-deployment = competitive moat in this cycle


Summary: Long BTC on imminent rotation out of gold/silver; both metals expected to pull back as retail longs become exit liquidity.

@Ron_Trades Agree the rotation from metals to $BTC will happen soon. Retail that entered the silver and gold rush will be exit liquidity very soon

I have my eyes on $BTC and $ETH right now. There could be a strong rotation to crypto soon, especially if gold/silver pull back.

It is worth watching for a good opportunity, although I generally stick with stocks only.

What do you think? https://t.co/hqk0taWGZn


Retail that entered the silver and gold rush will be exit liquidity very soon

Gold commodity; GLD is standard ETF proxy


Silver commodity; SLV is standard ETF proxy


Summary: Bullish KRKNF as underappreciated hidden gem ahead of a potential Nasdaq listing.

industry='Scientific & Technical Instruments'

@meeijer X won’t catch this early. $KRKNF is a hidden gem until Nasdaq listing

$KRKNF / $PNG.V — Kraken Robotics just made a new all-time high 🔥

Congrats to all Krakheads! https://t.co/H5irSjVvY8


What's not uncertain: AI succeeding and the infrastructure required to power it. I've never been more bullish.

Summary: Strongly bullish on AI infrastructure plays — power, compute, cooling, connectivity — naming IREN, NBIS, VRT, VST, CEG, MU as the bottleneck beneficiaries.

The future of software is uncertain.

The future of finance is uncertain.

The future of cybersecurity is uncertain.

The future of jobs is uncertain.

What’s not uncertain: AI succeeding and the infrastructure required to power it.

Power.
Compute.
Cooling.
Connectivity.

That’s where the bottleneck is.

I’ve never been more bullish. ⚡

$IREN $NBIS $VRT $VST $CEG $MU


Summary: Bullish RKLB on Neutron launch confirmation this year.

$RKLB Bullish! 🚀

Rocket Lab to the moon! 🌙 https://t.co/axZPJzPVPu

$RKLB CONFIRMS NEUTRON LAUNCH THIS YEAR

https://t.co/iJNYZYOmeW


Summary: Endorses accumulating NBIS at current prices as attractive entry.

@cryptospeed05 Very attractive prices currently

@OInvests Midweave doing shit as per usual, but great opportunity to average down and accumulate $NBIS


Summary: Buy BTC, IREN, and NBIS on the dip; scarcity, AI cycle, QE coming, and institutional accumulation support the bull case.

📉 A bit of market pullback is healthy.

Weak hands get shaken out every cycle.

🤖 AI is still young in its cycle.

⚡ Demand for capacity expansion is increasing.

🏦 QT has ended.
💸 QE is coming.

🟧 $BTC will keep getting more scarce over time.

Nothing about the bigger picture has changed.

These dips are a gift. $IREN $NBIS

And I can assure you… institutions are NOT selling here. 🧠


Summary: Long NBIS, IREN, and VRT; infrastructure space still in early innings.

@babyfolio Still here brother. Not seen your posts on feed much lately but this is only the start for infrastructure space. Long $NBIS $IREN $VRT

Massive congrats to those who weren't shaken out! $NBIS
Lets go!


Summary: Prioritises AI growth stocks over BTC for coming years; still holds both but views AI equities as superior capital allocation.

@BTCWealthWar @ForgeWithJeremy Yes but the opportunity cost presents in terms of capital allocation. I prioritise AI growth stocks over $BTC in the coming years. Still allocate to both but for different purpose.

@OInvests @ForgeWithJeremy I was all in well Before the AI narrative.


Summary: Both IREN and NBIS called a great buy today.

$IREN and $NBIS are a great buy today (NFA)


Summary: Both NBIS and IREN are winning plays on AI power constraints via different strategies; NBIS near-term, IREN by 2027.

$NBIS scaled fast by co-locating in existing facilities (Finland, Paris) with available capacity.

But they've hit that ceiling, now building their own "AI Factories" (1.2GW Missouri site) to fulfill the $19B Microsoft + $3B Meta deals because they outgrew available lease space.

That shift proves the power constraint is real.

$IREN model: own the power from day one. Slower to build, but Microsoft paid $9.7B for dedicated sovereign capacity precisely because co-location caps out.

NBIS = speed to market (co-lo strategy)
IREN = security of tenure (ownership strategy)

Both winning. NBIS securing available power now. IREN sitting on future power hyperscalers need by 2027.

Different strategies for the same constraint.

@OInvests Grid secured power is not as valuable as we thought for the last 1.5 years. We're learning that now. There are more and more alternatives and innovations coming out now. If it were a problem, how did Nebius manage to scale and keep scaling so quickly even though they started from


IREN sitting on future power hyperscalers need by 2027


Summary: Long IREN into 2026 on unchanged/durable demand for capacity expansion.

@TheRonnieVShow $IREN will be one of the biggest winners in 2026 the same way it was 2025. The demand for capacity expansion has not changed, nor will it in the next 12 months.

2026 biggest winners will not be the same as 2025

Focus on the new setups and themes…not the old ones


Summary: Author holds IREN as a Bitcoin-pivoting play and NBIS for a different exposure angle.

I’ll be honest I don’t know enough about Bitfarm to comment. When I initially conducted research prior to entry though the 2 companies pivoting from Bitcoin that stood out to me was $CIFR and $IREN. My only position in this space is $IREN , I hold $NBIS also but for a different perspective to $IREN

@OInvests I think Bitfarms has the same strategy here, but they're getting flamed for it


$RKLB is mislabeled as launch services likely overshadowed by SpaceX. What they don't realise is launch services only accounted for roughly 25% of revenue in 2025. The real driver of revenue was space systems.

Summary: Bullish RKLB: market mislabels it as launch services; space systems is the real revenue driver, making it a superior picks-and-shovels play.

Most people don’t realise the real advantage of $RKLB in this space, no pun intended 😅

$RKLB is mislabeled as launch services likely overshadowed by SpaceX. What they don’t realise is launch services only accounted for roughly 25% of revenue in 2025.

The real driver of revenue was space systems.

You can’t find a better “picks & shovels” play for the space sector than $RKLB.

They literally sell all the critical components other space companies need in order to build their own spacecraft.

Solar panels, reaction wheels, star trackers…

No one else is doing that.


The chart still looks bad despite positive earnings. I think there's room to move lower here

Summary: Bearish PLTR despite positive earnings; chart looks bad with room to move lower.

@Chimp_Capital The chart still looks bad despite positive earnings. I think there’s room to move lower here

I was wrong. Dead wrong. (Nothing new 🙈) $PLTR


Summary: Bullish AMZN into 2026 on multiple pending catalysts.

@Ashton_1nvests $AMZN has a lot of pending catalysts for a successful 2026

Do you guys remember the run $GOOGL had in 2025?

2026 is going to be all $AMZN.

Here’s why:

- The core business is still growing, even in a tough economy

- AWS growth is re-accelerating

- Advertising is becoming a bigger profit driver

- Margins continue to improve

- Free


Summary: Near-term bullish on stocks broadly; AI still early in business lifecycle, nowhere near a bubble, with rate cuts and strong earnings as tailwinds.

🚨 Why AI is still early and why the near-term outlook for stocks is bullish 🤯

QT has ended. Rate cuts will continue. QE will come. Earnings across the board have remained strong.

2023 AI was a buzzword.
2025 is the first glimpse of real-world potential.

We’re now in the experimentation phase.

Companies know AI will be transformative, but most still don’t understand the full scope. Adoption is cautious, phased, and limited to select teams. Governance, risk, and infrastructure are still major barriers.

Across many organisations, “AI integration” is still more of a concept than a deeply embedded capability. Public perception = LLMs… but that’s only the surface layer.

There is SO much more beneath.

This is why I believe AI is still very early in its business lifecycle ❤

We are nowhere near a bubble.

$IREN $NBIS $TSLA $RKLB $PLTR $AMZN


Summary: IREN is undervalued at current price; not pricing in perfection.

@Ashton_1nvests I feel like $IREN is undervalued at current share price. I wouldn’t necessarily say perfection is being priced in here


Summary: Bullish both NBIS and IREN on AI infrastructure deals; IREN preferred for power ownership and superior AI economics.

$NBIS just secured $44B in AI infrastructure deals:

$27B $META (March 16, 2026)
$17B $MSFT (Sept 2025)

The deals are real. The execution question everyone should be asking:

Where is the 3+ GW of power coming from to fulfill these contracts?

---

Why 3+ GW?

Deploying 1-1.25M $NVDA GPUs (H100/B200) for these contracts.

700W-1.2kW per GPU + cooling/networking = ~3 GW total facility load

Power is the constraint. $NBIS currently sold out of capacity, turning away customers.

---

$NBIS 3+ GW breakdown:

US: Missouri 1.2 GW, New Jersey 400 MW, other sites 250 MW

Israel: 500 MW total planned portfolio (80 MW anchor lease)

Europe: France 240 MW, Finland 75 MW, UK/Iceland 500 MW+

Hybrid leasing = fast deployment (avoids 3-5yr build).

Despite lease costs, proprietary software stack → 68.6% gross margin

Status: Currently sold out of available capacity, turning away smaller customers to service $27B Meta and $19.4B Microsoft deals.

---

$IREN comparison:

$IREN owns its infra with 4.5 GW secured grid capacity:
•Sweetwater TX: 1.4 GW (800 MW Substation 1 energised April)
•Oklahoma: 2.2 GW (upgraded from 1.6 GW)
•Childress TX + Canada: 900 MW

Gross margins: $IREN 66.4% (86% AI hardware dragged by 62% $BTC) vs $NBIS 68.6%.

$MSFT: 5-yr $9.7B AI cloud deal w/ 15% upfront (~$1.45B cash anchor). Both have strong contracted demand.

Owns substations = structural moat vs rising lease costs. Bullish both; IREN’s power ownership + AI economics edge out.


Bullish both; IREN's power ownership + AI economics edge out


Summary: Predicts RKLB hits $75 by end of week.

$RKLB $75 by end of week 🚀 https://t.co/ssX235d1hP


That's why I believe this cycle is only just getting started

Summary: AI adoption still in early experimentation; the AI investment cycle is just beginning, bullish on all five named stocks.

AI still isn’t embedded into core business processes across most industries.

We’re in the experimentation phase, not full-scale implementation.

That’s why I believe this cycle is only just getting started.

$IREN $NBIS $AMZN $TSLA $PLTR


Been holding $39-40 very well. Fridays candle was very bullish. It's just a case of getting back above the 50 SMA now

Summary: Bullish IREN: holding $39-40 support well, bullish Friday candle, needs reclaim of 50 SMA to continue higher.

@enrichtrades Been holding $39-40 very well.

Fridays candle was very bullish.

It’s just a case of getting back above the 50 SMA now

$IREN

Super impressive relative strength over the last few weeks

This chart is screaming $80+

Preparing to lead once the smoke clears

Wedge is getting tight above major support 🎯 https://t.co/SdtVjNmHez


Summary: Bullish BTC, ETH, IREN, BMNR — calls this the start of a bull market run past $125K.

🚨 $BTC breaking $125K and some are still bearish? 😂

We are in a BULL market. 🐂

🚀 $BTC $ETH $IREN $BMNR - this is just the start 🚀 https://t.co/fZu8UANflK


🚀 $BTC $ETH $IREN $BMNR - this is just the start 🚀


Strong Chart: 10 EMA crossed over the 20 EMA; Price > 50 SMA. 5 consecutive days closing above the 50 SMA.

Summary: Bullish technical setups on CRWV, NBIS, RKLB, JOBY, and CRWD heading into Monday, each showing EMA crossovers, SMA breaks, or breakout potential.

⚠ 5 stock charts to watch heading into Monday: $CRWV $NBIS $RKLB $JOBY $CRWD. Here’s why… 👇

---

1⃣ $CRWV: Strong Chart

🟢 Bullish signal: 10 EMA crossed over the 20 EMA;
  Price > 50 SMA.

🟢 5 consecutive days closing above the 50 SMA.

⚠ Friday's candle shows we closed higher than we opened, but price hit ~$130 and retraced.

⚠ Overhead resistance block around $135. https://t.co/POJ2iYeaKN

---

2⃣ $NBIS: Promising Chart

🟢 Holding above earnings gap-up for 9 days

🟢 All-time high close on Friday

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

🌟 Support at $90

🔴 Resistance at $100

$NBIS poised for a breakout into triple digits🚀 https://t.co/9I4O0kigXa

---

3⃣ $RKLB: Overall Positive Chart

💠 Bouncing between a range

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

🟢 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?

---

4⃣ $JOBY is gaining momentum

🟢 Bullish crossover of the 10 EMA over the 20 EMA on Friday

🚨 Price broke above the 50 SMA with large volume

⚠ There's an outlier block ahead - break through it, and this chart looks great heading forward https://t.co/DVNSnXvIqe

---

$CRWD: Chart looks strong heading into Monday.

🟢 Bullish Crossover: 10 EMA crossed above 20 EMA.

🚀 Price broke above 50 SMA with high volume.

🟢 Price holding above the gap-up.

⚠ Currently facing overhead resistance, but breaking through could be bullish. https://t.co/KYuPZGJrEU


$NBIS poised for a breakout into triple digits


$RKLB is ready for a catalyst to set direction. Neutron launch H2 2025... Could this be the Catalyst to break $55?


$JOBY is gaining momentum: Bullish crossover of the 10 EMA over the 20 EMA on Friday; Price broke above the 50 SMA with large volume


Chart looks strong heading into Monday. breaking through could be bullish


Summary: Bullish TSLA following breakout from three-month consolidation; implies further upside.

@TrendSpider We know what likely comes next… $TSLA 🚀

The king of momentum breaks out of a three month consolidation...

And you think the move is over already?  $TSLA https://t.co/mYerIuuA2E


Summary: IREN and NBIS remain top watchlist picks amid the quality-stock sale.

@dannycheng2022 Which stocks are on your watchlist?

$IREN and $NBIS still top mine

The big sale on quality stocks won't last long.


Summary: Author endorses bullish UNH breakout above $330 resistance with rising volume and EMA alignment.

$UNH appears poised for a breakout. 🚀 https://t.co/niOkGSAP9g

$UNH performed well on Friday, closing the week strongly.

🟢 Bullish trend: 10 EMA above 20 EMA, price above 50 SMA
🟢 Rising volume with price increase

🚀 Breaking above ~$330 resistance could signal another leg up. https://t.co/EFT4XjYjSt


Summary: Agrees Nvidia earnings will be strong; implies NBIS moves up in tandem.

@EndicottInvests I agree. I think Nvidia earnings will be strong. $NBIS 🚀 🌒

I believe $NVDA will crush tomorrow.

$NBIS will move in tandem with them.


Summary: Long IREN as a standout beneficiary of the AI power bottleneck trade, well ahead on securing power infrastructure.

@shsa0722 $IREN is one of the few companies who has had plans in motion for near a decade. They are well ahead of the game in terms of effectively getting power to market

@OInvests This is the real AI bottleneck trade: permits + interconnect rights, not just GPUs 📊💡
Treat the MW/GW figures as claims until you see them in filings—then the timeline becomes tradable 📈💎


I'm over 50% $IREN so right there with you

Summary: Author discloses 50%+ portfolio position in IREN; ongoing long.

@BlackPantherCap I’m over 50% $IREN so right there with you 👊🏽

@OInvests Deep invested into $IREN. 21% 👊


Summary: Long BTC as finite-supply anti-inflation asset in a macro regime of falling rates, QE, rising inflation, and risk-asset surge.

Here’s what’s coming:

📉 Interest rates fall
💸 QE returns
🔥 Inflation rises
💰 Cash loses value
🔁 Incentive shifts from saving → investing
🚀 Risk assets surge

🟠 $BTC has a finite supply — the ultimate anti-inflation asset. ⚡ https://t.co/IZy5b1DFpd


Summary: Picks ONDS, IREN, NBIS, RKLB as standout longs from the 2026 watchlist.

@thestockwhale Some great stocks in this list! $ONDS $IREN $NBIS $RKLB are my standouts from this group

I've made you 400%+ in 2025, and now it's time to do it again.

Here are the top stocks to buy for 2026 soon:

1. Ondas Holdings $ONDS
2. NuScale Power $SMR
3. Oklo $OKLO
4. IREN LIMITED $IREN
5. Archer Aviation $ACHR
6. Joby Aviation $JOBY
7. Super Micro Computer $SMCI
8. https://t.co/RvkJKhxNG3


Summary: IREN is top pick with incredible potential over coming years.

@1xStrateg1x Yep $IREN is my top pick from this list. Incredible potential over the coming years

@OInvests $IREN biggest potential, they produce cheapest energy 👌


Summary: Prefers NBIS, KRKNF, RKLB over CIFR, CCCX, ASST for outperforming markets in 2026.

@midascabal Personally I would replace $CIFR $CCCX and $ASST with $NBIS , $KRKNF and $RKLB

If you want to outperform the markets in 2026 you should have these 5 stocks in your portfolio…

1) $CCCX
2) $ASST
3) $ONDS
4) $IREN
5) $CIFR

In no particular order.

What other stocks should I add?


Just a minor dip before liftoff. We're going to the moon today 🚀

Summary: Calls the current dip a temporary pause before a sharp rally across IREN, NBIS, RKLB, BMNR, BTC, and ETH today.

Just a minor dip before liftoff.

We’re going to the moon today 🚀

$IREN $NBIS $RKLB $BMNR $BTC $ETH https://t.co/Z3LABLHpuC


Summary: Singles out BMNR as the top conviction pick among the three names discussed.

@bennybigbull Understandable. Momentum can drive stocks a heck of a lot higher though also. Out of your 3 conviction plays id probably say $BMNR

@OInvests If I see a significant pullback in $IREN or $NBIS then I may reconsider, but for now there is just too much hype and they’ve gone up too much for me


Summary: Endorses bullish MU thesis; views current levels as a buying opportunity.

@StockChaser_ I see this also. Will be a great opportunity to accumulate at these levels

I might be wrong, but I expect $MU to move toward $265 in the coming months

Not financial advice


$IREN and $NBIS are expanding US-based AI infrastructure capacity. Energy crisis slowing international buildouts redirects hyperscaler spending toward US-domiciled facilities with supply chain certainty. Multi-year capex commitments are not discretionary.

Summary: Long US AI infra plays IREN/NBIS on redirected hyperscaler capex; long defense/energy PLTR, XOM, LMT on stagflation/geopolitical rotation.

Previous Week Macro Review + Week Ahead Outlook:

LABOR MARKET WEAKENING:

-92K jobs in February (worst in 4 months vs +59K forecast). Wages still running hot at +3.8% YoY. December revised to -17K. Unemployment 4.4%. Long-term unemployment 25.7 weeks (highest since Dec 2021).

GEOPOLITICAL SHOCK:

Strait of Hormuz operationally closed. Tanker traffic down 70%. 150+ ships anchored. Brent +8.5% for the week. Qatar warns of Force Majeure on gas exports if conflict continues.

STAGFLATION SIGNAL:

Weak labor + energy shock = classic stagflation setup. 10Y Treasury yields UP +6bps even in risk-off (inflation fears dominating). Dollar strength (+1.28%) confirms repricing of Fed cuts. VIX spiked to 29.

MARKET IMPACT:

S&P -2% for the week. YTD gains erased. Sector rotation: Defense and oil sharply higher ( $PLTR, $XOM, $LMT). Tech/growth sold off.

THE FED TRAP:

Rate cut probability for March FOMC collapsed to 8% (from 23%). Markets pricing only 40bps total easing for 2026 (down from 59bps). Fed stuck: cut rates = risk inflation, hold rates = risk recession.

WEEK AHEAD CRITICAL CATALYST:

CPI Wednesday March 11, 8:30 AM ET. This is pre-oil shock data, but core CPI is the key. If it re-accelerates, stagflation becomes dominant narrative. PPI Thursday March 12 for pipeline inflation.

INFRASTRUCTURE POSITIONING:

$IREN and $NBIS are expanding US-based AI infrastructure capacity. Energy crisis slowing international buildouts (Gulf projects, Asian data centers) redirects hyperscaler spending toward US-domiciled facilities with supply chain certainty. Multi-year capex commitments are not discretionary.

Longer-term risk: If oil shock + weak labor drives US recession, AI capex could slow. But $MSFT, $GOOGL, $META, $AMZN have all stated these are non-cyclical commitments.

BOTTOM LINE:

Risk-off bias dominant. Stagflation framing in control. Wednesday CPI = make-or-break for narrative. De-escalation = positive tail risk. Infrastructure plays benefit from domestic supply chain certainty in energy crisis.

⚡


Sector rotation: Defense and oil sharply higher ( $PLTR, $XOM, $LMT)


Summary: Compares IREN to NBIS's +52% run; reclaiming $40 then breaking $46–48 could trigger a similar explosive move for IREN.

Look closely.

These charts don’t look too dissimilar.

$NBIS: +52% last month. ATH today.

$IREN reclaiming $40 as support would be massive. Get above $46–48 and the same thing happens for $IREN https://t.co/xf2Fbc4V8w


$IREN reclaiming $40 as support would be massive. Get above $46–48 and the same thing happens for $IREN


Summary: Any Monday market-driven dip in ASTS seen as a buying opportunity given its underappreciated defensive potential.

@retail_mourinho @c_hadjikyriacou If market dumps Monday likely $ASTS will follow suit regardless of how earnings go. Could present a great opportunity though as few understand how $ASTS could potentially present defensive solutions of the future

@c_hadjikyriacou Usually the stock price dumps after earnings, so lets see, it depends on launch updates

No one knows yet


$GOLD is far extended. Retail are queueing up on high streets. They're Late.

Summary: Gold overextended with late retail; expects liquidity rotation into Bitcoin.

🚨 $GOLD is far extended. Retail are queueing up on high streets. They’re Late.

That liquidity has to flow somewhere… $BTC 📈


That liquidity has to flow somewhere… $BTC 📈


I agree I think likely there's room to run higher here

Summary: Agrees with parent's bullish RKLB view; expects further upside from current levels.

@thechartreaders @RemoteNavigator @eltonofficial I agree I think likely there’s room to run higher here.

@OInvests @RemoteNavigator @eltonofficial $75 is a very important line, and it was my golden line resistance because of it; however, it should be very hard to lose 82 at this point for $RKLB!


Summary: Bullish MU and VRT as underappreciated bottleneck opportunities.

@babyfolio $MU and $VRT . Both tremendous bottleneck opportunities

Outside of $NBIS, what other companies are you looking at that aren't getting enough attention here?


Summary: SOL expected to outperform ETH on a relative basis.


Summary: Bullish on both RKLB and ASTS in context of upcoming SpaceX IPO.

@Mr_Derivatives Higher ⬆ Bullish on both $RKLB and $ASTS

Question for the $ASTS $RKLB fam.

How will the soon SpaceX’s IPO impact their stocks, if any?


Summary: Bullish on BTC, IREN, NBIS, VRT, VST, MU as early-stage beneficiaries of AI and Bitcoin infrastructure buildout still in first wave of global adoption.

We're still incredibly early.

AI: 84% of humanity has never used it.
Bitcoin: 96% of humanity has never owned it.

Both technologies in the first wave of global adoption.

The infrastructure buildout for both is just beginning.

Energy, compute, memory, cooling - all scaling to meet demand that's barely started.

This is what 'early' actually looks like.

⚡

$BTC $IREN $NBIS $VRT $VST $MU


The infrastructure buildout for both is just beginning. Energy, compute, memory, cooling - all scaling to meet demand that's barely started.


Energy, compute, memory, cooling - all scaling to meet demand that's barely started.


Summary: Long next-gen defense tech (PLTR, KRKNF, ONDS, RKLB) for structural AI/autonomous/space tailwinds; LMT benefits near-term but less preferred.

War cycle playbook:

First 1-3 months: Defensive rallies, tech sells off

Next 6-12 months: Tech vastly outperforms

Legacy contractors ( $LMT ) benefit near-term.

But I’d rather position in next-gen defense tech with structural tailwinds beyond geopolitics:

$PLTR $KRKNF $ONDS $RKLB

AI, autonomous systems, space. Not just cyclical defense spend.

MILLIONAIRES WILL BE PRINTED

War stocks are about to surge.

Billions of dollars added to the market cap of some of the biggest companies in the world.

This is nothing new. It happened all the time.

Polymarket had random bets of up to 1 million dollars that the US would hit https://t.co/3SHltd8Hsc


I'd rather position in next-gen defense tech with structural tailwinds beyond geopolitics: $PLTR $KRKNF $ONDS $RKLB


Summary: Bought BTC and added to SOL position today.

Bought lots of $BTC and some more $SOL today 🙂


These targets still stand $IREN $NBIS $RKLB $TSLA $BMNR

Summary: Author reaffirms EOY price targets: RKLB $75, NBIS $150, IREN $75, TSLA $500, BMNR $75.

🚨 $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: Allocating £1K each to IREN, NBIS, VRT, and MU as concentrated conviction picks within a new ISA year portfolio.

🇬🇧 New ISA year starts today. Fresh £20,000 allowance unlocked.

Yesterday I shared the allocation. Today: WHERE to invest it.

If I was 18-39 starting fresh with £20K, here's my exact setup:

**Step 1: LISA First (£4,000)**

Platform: Hargreaves Lansdown

Why LISA?
- Government adds 25% bonus (£1,000 FREE)
- £4K becomes £5K instantly
- Use for first home (3+ years) OR retirement 60+
- Bonus invests and compounds tax-free

Invest in:
- S&P 500 index OR Global All-Cap ex-UK
- Set and forget

**Step 2: Index Foundation (£10,000)**

Platform: Vanguard (0.15% fee) OR Trading 212 (£0 fees)

Invest in:
- S&P 500 OR Global All-Cap
- Diversified foundation

**Step 3: Individual Stocks (£4,000)**

Platform: Trading 212 (£0 fees, fractional shares)

Invest in:
- Max 4 stocks
- My picks: $IREN $NBIS $VRT $MU (£1K each)
- Concentrated conviction

**Step 4: Cash Buffer (£2,000)**

Platform: Trading 212 Cash ISA

Purpose:
- Opportunity fund
- Emergency buffer
- Dry powder

**The Math:**
Your contribution: £20,000
Government (LISA 25%): £1,000
Total capital invested: £21,000

**Platforms:**

HL: LISA access (worth fees for 25% bonus)
Vanguard: Cheapest for index (0.15%)
Trading 212: £0 fees for stocks + cash

This is how I'd set it up starting today.

🇬🇧


Summary: Long NBIS long-term on its strong potential.

@UK_Compounder $NBIS has great potential long term.

$ONDS I see the potential but I also think this company has a lot more risk

@OInvests At the moment, yes, but I have been in and out of $NBIS and $ONDS for a while. They've been great for swing trading. However, I like both as a long position also.


Summary: Long VRT as the model-agnostic picks-and-shovels play on AI data-center thermal/power infrastructure; physics guarantees demand regardless of AI winner.

The arms dealer positioning:

VRT doesn't care which AI model wins.
VRT doesn't care if efficiency improves.
VRT doesn't care about chip architecture.

Physics doesn't change:
• Compute = heat
• Density = thermal crisis
• Infrastructure = required

$VRT sells the infrastructure layer that EVERY AI buildout needs.

Picks and shovels for the thermal war.

Beyond cooling - the power problem:

Higher density racks need:
• Upgraded UPS systems (uninterruptible power supply)
• Higher-capacity PDUs (power distribution units)
• Redundant power paths
• Thermal monitoring systems

Every GPU rack = complete infrastructure refresh

$VRT


Summary: Bearish SPY on macro headwinds; IREN, NBIS, RKLB, PLTR all face further downside as high-beta names vulnerable to continued macro weakness.

I wasn’t fully convinced by the bounce earlier this week.

$SPY is showing signs of weakness.

Commodity markets and crypto are showing increased volatility.

Macro uncertainty is building. A new Fed chair nomination, falling job opening numbers, and rising geopolitical tension in Iran.

High beta stocks rarely swim against a macro tidal wave.

My priority framework remains:

1⃣ $SPY
2⃣ Relative sector strength
3⃣ Individual stocks

If weakness appears in 1 and 2… caution is usually warranted in 3.

$IREN $NBIS $RKLB $PLTR are all highly sensitive to macro sentiment. If broader weakness continues, they could face further downside pressure.

I’m still not fully convinced by this bounce…

Curious whether people see this as a trend reversal or just relief before further volatility?


Summary: Actively buying NBIS, IREN, and RKLB into the dip despite portfolio drawdown this week.

Portfolios taking quite the beating this week 😂 $NBIS $IREN $RKLB Been buying heavy though. https://t.co/GvVKzLZB1A


Summary: Endorses Morgan Stanley view: memory, power, cooling are AI infrastructure bottlenecks; names MU, VRT, IREN as plays.

Morgan Stanley on Micron:

"Memory is one of the biggest gating factors on how much AI spending is possible."

Power, cooling, memory - the infrastructure bottlenecks are real.

$IREN $VRT $MU


Memory is one of the biggest gating factors on how much AI spending is possible. $IREN $VRT $MU


Summary: Bullish IREN: aggressive buying at lows confirms $49–50 as strong support, yesterday's candle validates bullish thesis.

$IREN : Yesterday's candle was very Bullish.

💠Opened around $56
💠Sold off to ~$49
💎Recovered and closed near $54

Buyers stepped in Aggressively at the lows.

This supports the thesis that $49–50 is a strong support zone. https://t.co/CXjUgY2n66


Summary: Structural thesis on data-center infrastructure intact despite short-term volatility; IREN backed by $9.7B MSFT contract + 150K GPU capacity, VRT part of the same buildout.

Tuesday: Infrastructure bled. Defense rallied.

Wednesday: Infrastructure ripped back.

$IREN +12.7% | $NBIS +12.4% | $VRT +2.5%

Thursday: $IREN -8% as market digests $3.5B H2 capex + ATM program.

Growth requires capital. Near-term dilution. Long-term: $9.7B Microsoft contract + 150K GPU capacity.

One-day rotations don't break structural theses. But execution and financing matter.

⚡


It's to be expected in future for $IREN and $NBIS to scale

Summary: Bullish IREN and NBIS; frames future dilution as normal for early-stage growth stories expected to scale.

@ilzmcfly People are naive to believe dilution isn’t a factor in any early stage growth story. $TSLA used ATMs , $AMZN convertible debt, $META equity raises.

It’s to be expected in future for $IREN and $NBIS to scale

@OInvests Guy doesn't understand that they just diluted by 9% and still has a 25M Share ATM. That is just the icing there will be more now.


Summary: Bullish on UNH, HIMS, and OSCR; all three flagged for potential breakouts above key technical resistance levels.

🏥 The healthcare sector had an interesting week.

📢 The sector appears bullish after prolonged weakness.

Notable stocks poised for a potential breakout are $OSCR, $UNH, and $HIMS.

These stocks are on this week's watchlist.

Which stock interests you most?

---

$UNH performed well on Friday, closing the week strongly.

🟢 Bullish trend: 10 EMA above 20 EMA, price above 50 SMA
🟢 Rising volume with price increase

🚀 Breaking above ~$330 resistance could signal another leg up. https://t.co/EFT4XjYjSt

---

$HIMS shows strength.

⚠ 10 EMA < 20 EMA, price < 50 SMA, non-bullish trend.

🔜 10 EMA may cross above 20 EMA soon.

⭕ Price < 50 SMA, 50 SMA acting as resistance.

🚀 A break above 50 SMA could signal a move to ~$60. https://t.co/4S3IhFPwjD

---

$OSCR looks promising.

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

💚 Broke above ~$18 resistance, holding the gap.

⚠ Nearing overhead resistance.

🚀 Breaking above could send the stock soaring. https://t.co/sgexVLXrNe


A break above 50 SMA could signal a move to ~$60

Drug Manufacturers - Specialty & Generic


Breaking above could send the stock soaring


Summary: Doubts the bottom is in; SPY and QQQ still weak with rising VIX, implying further downside.

@BlackPantherCap I doubt it. $SPY and $QQQ still showing weakness. VIX is also rising https://t.co/Qlcl6nBTrl

NDAQ is close to RSI oversold area.

The question is whether the bottom has been reached now.

Is this the turning point we’ve been waiting for?

 $IREN $CIFR $NBIS $ONDS $RKLB $OSS

Note: This is not financial advice. https://t.co/ORPlmg2Py5


Summary: Expects MSTR support at $120–$175 and BTC bullish into March/April 2026; watching but not yet buying.

Anywhere between $175–$120 is where $MSTR should find support.

Yeah, the chart looks terrible right now… but my near-term stance on $BTC into March/April 2026 is bullish. 📈

There should be support somewhere in this range.

I’m not buying atm but I am actively watching. https://t.co/iaMK0dIeTf


my near-term stance on $BTC into March/April 2026 is bullish


Summary: Bullish TSLA: six-month consolidation ending, high-volume gap up, EMAs aligned; expects another run-up.

$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: Stagflation trap: long commodities/energy/real assets; short growth/tech on weak growth + high rates + inflation margin compression.

Brent Crude futures; BZ=F is Yahoo Finance symbol

The stagflation trap the market is pricing in:

Strait closure → oil shock → inflation rising
Weakening economy → recession risk

Normally, Fed cuts rates to fix weak economy. But they can't. Here's the trap:

Brent oil at $103 (up 40%+ from pre-crisis ~$75)

This IS the inflation shock. Not coming - it's here.

Oil ↑ → transportation costs ↑ → food prices ↑ → energy bills ↑ → input costs ↑ across all industries

Consumer feels inflation everywhere.

Consumer response:
Purchasing power ↓ → discretionary spending ↓ → companies see revenue pressure → hiring freezes → layoffs accelerate → labor market weakens → spending falls further

Recession conditions forming.

Fed's normal playbook:
Weak economy? Cut rates.

Lower rates → cheaper borrowing → companies invest/hire → economy recovers

But here's why they CAN'T:

Fed can't cut rates while inflation is spiking.

Why?

Lower rates → cheaper money → MORE consumer spending → HIGHER demand → prices rise even more

Cutting rates when inflation is elevated = pouring gasoline on the fire.

The impossible position:

Economy weakening (needs rate cuts)
Inflation spiking (needs rate holds or hikes)

Fed is trapped.

Cut rates → inflation spirals
Hold/raise rates → recession deepens

This is stagflation: stagnant growth + persistent inflation simultaneously.

Historical precedent:

1970s: Oil shocks + Fed policy paralysis = decade of stagflation

Fed tried to fight both problems at once.

Result: Whipsaw policy, prolonged economic pain, Volcker forced to break inflation with 20%+ rates in early 1980s to restore credibility.

Current situation:

Oil spiking: Brent ~$103
Labor market: weakening (layoffs accelerating)
Inflation: rising (energy shock feeding through economy)
Fed funds: stuck at restrictive 5.25-5.5%
VIX: elevated ~25-30 (won't come down - market pricing Fed paralysis)

The strait situation is forcing Fed into impossible position RIGHT NOW.

Market implications:

Stagflation = worst environment for risk assets

• Weak growth = revenue pressure
• High rates = valuation compression
• Rising inflation = margin compression

Only winners: commodities, energy, real assets, inflation-protected securities

Growth stocks (tech, infrastructure) suffer most in this environment.

The critical variable: TIME

Short-term geopolitical shock (strait resolves quickly, oil normalizes) = market overreaction, potentially buyable dip

Extended conflict (months of elevated oil + labor deterioration) = structural stagflation risk, completely different investment playbook required

Watch:
• How long Brent stays above $100
• Labor market deterioration pace
• Fed commentary (acknowledging the trap)

This is why markets can't find a bottom. No easy policy solution exists.

Fed can't help. Only resolution: geopolitical de-escalation + time for supply chains to normalize.

Until then, volatility persists.


US energy sector; XLE is standard ETF proxy


Summary: Long IREN as an obvious 5-year play on the AI power bottleneck.

@Ashton_1nvests $IREN - Everyone is aware of the power bottleneck within AI expansion. Jensen has said it, Elon has said it.

What stock do you think investors will look back on in 5 years and say “that was obvious”?


Summary: Holds IREN as ~60% of portfolio; ongoing concentrated long position.

This is why $IREN is more than 50% of my portfolio. 🧐


A 3% dilution ≠ 11% drop. Market overreaction. Rocket Lab is very likely in acquisition mode soon. $RKLB won't wait for anyone when it takes off.

Summary: Long RKLB after dip; 11% drop on 3% dilution is overreaction, acquisition catalyst ahead.

$RKLB 🚀

Bought the dip — thanks for the present 🎁

A 3% dilution ≠ 11% drop. Market overreaction.

Rocket Lab is very likely in acquisition mode soon.

$RKLB won’t wait for anyone when it takes off. 🌙 https://t.co/UWV5z3vdkM


Summary: NVDA double beat + guidance raise seen as bullish for overall market and signals upside for IREN and NBIS.

$NVDA With a Double Beat and Guidance raise. Jensen to the rescue once again!

Should be bullish for the overall market

$IREN $NBIS 🚀 https://t.co/5s9mVXFvUc


Summary: All three defence names should benefit from rising US/Iran tensions.

@2147mill What are your favourite individual defence stocks? $ONDS $KRKNF and $PLTR should benefit

With US/Iran tensions rising, shill me some other defence stocks / ETF’s we should be looking at


Summary: BTC expected to move lower before any recovery.


Summary: Names IREN, VRT, and MU as hardware beneficiaries of rising HBM/power/cooling demand from AI compression workloads.

Exactly.

Compression doesn't eliminate compute, it shifts it - and increases memory bandwidth demand.

More pack/unpack cycles = more data movement = more pressure on HBM.

$IREN: Power at scale
$VRT: Cooling systems
$MU: High-bandwidth memory (HBM)

Software optimization can't solve hardware bottlenecks.

$MU $SNDK Let me expose the REAL downsides of Google TurboQuant Compression for you:

Google's TurboQuant has big downsides. It uses more GPU power and energy. The bill shows up in four places: power, latency, logic, and quotas.

GPU Power. The compression doesn't eliminate https://t.co/NHYPqVSmnT


Summary: Names NBIS, IREN, VRT, and MU as the best US-listed AI infrastructure plays for investors.

41% of my audience is UK-based.

Lot of UK investors here focused on US-listed AI infrastructure.

Makes sense - the best plays ( $NBIS, $IREN, $VRT, $MU) are all US-listed.

Where are you investing from? Drop a flag 👇

(UK 🇬🇧 tax wrapper breakdown coming Saturday) https://t.co/GkyIvLA1B6


$70's will be skipped… straight to $60k's $BTC

Summary: Expects BTC to drop past the $70Ks directly into the $60K range.

@WatcherGuru $70’s will be skipped… straight to $60k’s $BTC

JUST IN: 89% chance Bitcoin falls under $75,000. https://t.co/ggtejSa3HU


Summary: Bullish GRAB on breakout setup; strong weekly close could be a good entry.

🚨 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

The following speculative stocks are on our watchlist:

$EOSE - Zinc-based battery energy storage systems.

$ONDS - Private wireless networks and autonomous drone solutions.

$RR - AI-driven service robots for hospitality and commercial use.

Are there other stocks worth watching


Summary: Bullish IREN: Sweetwater power timeline on track for April 2026, transformers already sourced and staged, reducing delay risk.

@yianisz $IREN has two substations with transformers already sourced and staged in Texas.

This avoids unexpected delays. Transformers typically have 12-18 month lead times.

April 2026 seems likely and on target for Sweetwater.

What matters most for $IREN going forward is simple:

1. Get Sweetwater (1.4GW) energized on time. Power is the real bottleneck.
2. Ramp GPUs from ~23K toward 140K deployment = revenue.
3. Fund the build without crushing the balance sheet.

If power comes online, GPUs get


Summary: Allocate 10-20% to BTC, remainder to IREN, NBIS, VRT as AI infrastructure plays ahead of mass adoption.

@lizasmarket Anywhere between 10-20% allocation to $BTC

The remainder in $IREN $NBIS and $VRT.

Mass AI adoption will be soon before mass $BTC adoption. Infrastructure is a necessity to the AI expansion.

If you had $10,000 to invest TODAY — Stocks or Crypto?

Tell me your choice and the #1 reason why 🤓


Summary: Adding to IREN position; NBIS earnings reinforced bullish thesis on IREN.

Trimmed 15% of my $RKLB position today to buy more $IREN

$NBIS earnings were great but they also made me even more bullish on $IREN


$NBIS earnings were great but they also made me even more bullish on $IREN


Summary: Loaded IREN & NBIS on the dip; ongoing accumulation of BTC and SOL; strategy is to add on red days and let winners run.

🟢 Green days are for sitting on your hands and doing nothing. ✋

📉 I loaded up heavily during the recent $IREN & $NBIS dip.

💰 Now I’m rebuilding cash and slowly stacking $BTC and $SOL

🏆 Let your winners run.
🧘♂ Give them time to consolidate.
📊 Add more on the red days.


$NBIS will be on this list in the future ☀

Summary: Bullish NBIS; expects it to join global top-25 companies in the future.

Europe now has 0 companies left in the global top 25.

What needs to happen for that to change by 2030? https://t.co/JhowNpjiss


Summary: AI energy infrastructure picks: IREN, VST, CEG, TE, EOSE, NVDA named as beneficiaries of AI-driven energy expansion.

AI needs power (picks & shovels)
Jensen Huang on JRE said it best:

“Without energy growth, we can have NO industrial growth.”

The world may want the cool AI applications… but the real winners will be the picks & shovels enabling them.

Energy expansion is a requirement for AI scale.

AI is early. Very early.

Tickers with serious potential:
$IREN $VST $CEG $TE $EOSE $NVDA

Please drop others that you think will benefit from the AI revolution👇


Summary: Long IREN; author independently endorses it as a generational opportunity in the AI/datacenter era.

@BlackPantherCap I genuinely think $IREN is STILL a generational opportunity..

I'm not sure I'll be popular for saying this:

$IREN could 20X in the AI era.

$IREN IS the MOST undervalued powerhouse fueling AI's energy hunger.

Bookmark if you're serious about datacenter plays.

AI's insatiable power demand:

1. Hyperscalers like $MSFT, $META, $GOOG and https://t.co/Wi31fJkhyB


I have no doubt when it breaks out it'll make the move to $300

Summary: Long AMZN; coiled in a range but expects a breakout move to $300.

@Mr_Derivatives $AMZN is coiled, stuck in a range. I have no doubt when it breaks out it’ll make the move to $300 but agreed it’s got to hold $220

$AMZN Chart Update!

Got a notable orange support trendline. Looks like name wants to breakout above the 50dma and that purple line.

Gotta hold $219.34 by eoy so it at least closes green for the year.

But if markets behave, I like this name up to $240 near term. https://t.co/O09dVy54Ob


Summary: Bullish NBIS on $2B NVDA investment validating AI infrastructure platform layer; IREN and VST as power infrastructure beneficiaries of same buildout.

$NVDA investing $2B in $NBIS + partnership to deploy 5+ GW by 2030.

This is the validation.

Nvidia backing the platform infrastructure layer - not just selling GPUs, but investing in the orchestration.

Scale context:
• $IREN: 4.5 GW secured POWER capacity
• $NBIS: 5 GW NVIDIA SYSTEMS deployment target by 2030
• Sequential layers: Power infrastructure enables compute deployment

The AI infrastructure thesis playing out in real-time:

Energy ( $IREN, $VST) → Platform ( $NBIS ) → Models → Applications

NBIS's 5 GW target validates the scale of power infrastructure buildout needed.

Both layers essential. Both scaling.

$NBIS $106 on this news. $IREN benefits from same AI infrastructure demand.

⚡


$IREN benefits from same AI infrastructure demand


Energy ( $IREN, $VST) → Platform ( $NBIS ) → Models → Applications


Summary: Bullish on NBIS following a $2.4B/year, 7-year deal with Microsoft; 'Incredible' signals durable positive lean.

$NBIS DEAL: $2.4B annually for 7 years from $MSFT

Incredible. 7 years… https://t.co/a2X8Tq5Dry


Summary: Bullish MU long-term: TurboQuant compression increases total memory bandwidth demand via Jevons Paradox; also long IREN (power) and VRT (cooling) as multiplied infrastructure bottlenecks.

Google announced TurboQuant compression Tuesday.

Market narrative: "Less memory needed = bad for $MU"

This misses the paradox entirely.

Compression doesn't reduce memory demand. It increases it.

Here's why:

1. The Decompression Tax

Compression doesn't eliminate data, it shifts compute. Compressed models need constant pack/unpack cycles.

More GPU work = more data movement = more memory bandwidth pressure.

You're trading memory capacity for memory throughput.

2. Bandwidth Bottleneck

TurboQuant shrinks a model 6x. Great.

But hardware doesn't sit idle. You either:
• Run the model 6x faster, OR
• Run 6x more models simultaneously

Either way: Same or MORE data flying across the memory bus per second.

Physics doesn't compress.

3. Jevons Paradox (The Key)

When you make AI memory-efficient, you make it cheaper to run.

When it's cheaper, everyone uses it for everything.

Total memory demand explodes because the addressable market went from "data centers" to "every device."

Efficiency drives consumption.

Market View (short-term): "Less RAM per server = bearish $MU"

Reality (physics): "More usage = more total bandwidth demand = bullish $MU long-term"

The Infrastructure Layer:

Power: $IREN
Cooling: $VRT
Memory bandwidth: $MU

Software optimization can't eliminate these bottlenecks. It multiplies them.

You can optimize algorithms. You can't optimize away physics.


Summary: Long RKLB and KRKNF on room to run; PLTR likely corrects before next leg higher.

@johhnyWalkerAZ $RKLB and $KRKNF have a lot of room to move… $PLTR I agree has a lot more future potential but the share price will likely correct first before the next leg up imo

My top picks for 2026

1. $RKLB
2. $PLTR
3. $KRKNF
4. $POET
5. $AREC
6. $PRME
7. $KTOS
8. $TE
9. $BITF
10. $NB


$PLTR I agree has a lot more future potential but the share price will likely correct first before the next leg up imo


Summary: Bullish on listed tickers through 2026 on QE + AI demand tailwinds; expects the real crash in 2027.

QT has ended.

Rates have been cut with more cuts signalled. 📉

QE is likely coming soon. 💵

AI demand is accelerating fast. ⚡

But let me be clear… QE is only short-term bullish (6–12 months). ⏳

My view hasn’t changed: 2026 will be bullish, but the real crash likely hits in 2027, not 2026. ⚠

$IREN $NBIS $RKLB $KRKNF $BTC $SOL 🚀


$IREN 's competitive moat is time-to-power. 4.5GW secured in binding grid agreements with fully permitted sites. 1.4GW energizing April 2026

Summary: Bullish IREN on durable competitive moat: 4.5GW in binding grid agreements with fully permitted sites, 1.4GW energizing by April 2026.

Great insight into @danroberts0101’s background in energy infrastructure.

Physical infrastructure, land acquisition, permits, and regulatory approvals take years.

The bottleneck is power, but $IREN ‘s competitive moat is time-to-power.

4.5GW secured in binding grid agreements with fully permitted sites. 1.4GW energizing April 2026


I wouldn't dream of selling $IREN before earnings… I'm not touching this from a sell standpoint.

Summary: Holding IREN long into pulled-forward earnings; refuses to sell ahead of the print.

I wouldn’t dream of selling $IREN before earnings but each to their own. ⚡

Yes, earnings always carry some risk, and de-risking beforehand isn’t a bad play…

…but yeah, I’m not touching this from a sell standpoint. 💎

$IREN moved earnings 2 weeks Early.

I wonder what the team are so excited to announce? 🤔 BULLISH 🚀


Summary: Bullish RKLB; break above ~$52 could trigger explosive upside move.

$RKLB A move above ~$52 could be explosive.

🧨 Will you chase the next RocketLab rally or stay for the ride? 🚀 https://t.co/9kDwaj9XUd

$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


Summary: Bullish on IREN, NBIS, RKLB, BTC, ETH: 2/3 macro catalysts (trade deal + rate cuts) in place; QE the remaining catalyst for a great couple months ahead.

We’ve had 2/3 catalysts

🇨🇳 US-China de-escalation ✅
🏦 Rate cuts ✅ (There will be more)

All we’re waiting on is the Fed to get the printer out for a great couple months

$IREN $NBIS $RKLB $BTC $ETH ⬆ 📈

3 catalysts could drive these markets higher:

🇨🇳 US–China trade de-escalation
🏦 Interest rate cuts
💸 Quantitative easing

Two are highly likely. The third? Probably pantomime to create the perfect entry window.

Why are you bearish? 👀

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


Summary: Bullish IREN; expects price to reach triple digits from current 70s level.

$IREN entering the 70s 👋

Next stop: triple digits 🚀 https://t.co/Fxt7EzKtEB


Summary: Endorses $1T targets for both PLTR and MU; both worth watching amid geopolitical tension.

@TradexWhisperer I agree both will become $1 T in the future.

Both worth watching if geopolitical tension escalates.

$PLTR Ontology puts AI agents on steroids.
Context IS memory. Memory IS $MU.

Two companies. One stack. Both hit $1 Trillion.


Summary: Bullish silver; structural deficit thesis means more upside from here.

Silver futures; SI=F is Yahoo Finance symbol, context confirms silver

@Mr_Derivatives @mikealfred How could we possibly short a potential structural deficit? I think $SILVER has more to run

Anyone shorting gold and silver here?

Not me, I’m too chicken. But anyone who is more a risk taker than I am shorting?

@mikealfred?


Summary: Bullish NBIS if it closes above 50 SMA at $93; resistance at $100.

$NBIS is Ripping today…

Resistance sits at $100

A close above the 50 SMA ($93) today though is bullish. https://t.co/ueyYIueVKa

$NBIS reports earnings Thursday (Pre-Market)

Let’s talk charts…

💠 Sideways consolidation since Nov ‘25
💠 Recently found support at $75, closing the Aug ‘25 gap
💠 Reclaimed 150 SMA and 200 SMA as support
⚠ Failed to reclaim the 50 SMA (for now)
⭕ Resistance sits near $100 https://t.co/MFuhc6zZnM


Summary: Author endorses bullish BTC stance by quoting Elon Musk's energy-backed Bitcoin thesis.

@zerohedge True.

That is why Bitcoin is based on energy: you can issue fake fiat currency, and every government in history has done so, but it is impossible to fake energy.


Bought more $IREN there is a support level below around $40. Will continue buying $IREN whilst the market continues to be dumb.

Summary: Adding to long IREN position; sees no fundamental reason for the dip and plans to keep buying.

🚨 Bought more $IREN there is a support level below around $40

Will continue buying $IREN whilst the market continues to be dumb.

There is no viable reason for this dip imo.


Summary: Implies PLTR will decline from current levels to $120 and further to $98 before becoming attractive.

$PLTR will look appealing at $120.

Even more appealing at $98. https://t.co/qyVHjySXx9


Summary: Long PLTR, ONDS, KRKNF, RKLB as well-positioned next-gen defense tech plays both near and long term.

@ASolovichh Yes I’d rather position in next-gen defense tech with innovative tech that will extend beyond near term geopolitics. Companies like $PLTR $ONDS $KRKNF and $RKLB are well positioned short and long term here

@OInvests Defense contracts might be more stable than usual if geopolitical tensions rise


Summary: Bullish on PLTR, ONDS, and AVAV as converging stack (AI/connectivity/hardware) powering the autonomous economy across military and commercial applications.

$PLTR + $ONDS partnership announced.

Building "AI-enabled multi-domain ISR platform integrating autonomous aerial and ground systems."

Translation: Palantir's AI coordinating autonomous drones through Ondas connectivity.

The technology stack is converging:

CONNECTIVITY: $ONDS (communications infrastructure)
INTELLIGENCE: $PLTR (AI coordination, decision-making)
HARDWARE: $AVAV (drone manufacturing)

PLTR + ONDS partnership = layers 2 & 3 integrating.

Military applications today: Iran subsea drones, Ukraine autonomous warfare.

Commercial applications tomorrow: Delivery, inspection, agriculture.

The autonomous economy is being built right now.

Comprehensive breakdown of all three companies this weekend.

⚡


CONNECTIVITY: $ONDS (communications infrastructure)


Everyone will want a slice or $IREN 's pie shortly

Summary: Bullish on IREN; expects demand/interest to pick up shortly.

@iashwinikumaar Everyone will want a slice or $IREN ‘s pie shortly..


Summary: High-conviction 12–24 month long picks: IREN, NBIS, and RKLB as the only three stocks to own.

If I could only own 3 stocks for the next 12–24 months, it would be these:

$IREN
$NBIS
$RKLB

Conviction > diversification.

What are your top 3?


If I could only own 3 stocks for the next 12–24 months, it would be these: $NBIS


If I could only own 3 stocks for the next 12–24 months, it would be these: $RKLB


I genuinely don't see a better opportunity right now than $IREN

Summary: Keeps adding to IREN (top conviction), NBIS, and KRKNF; sees IREN as the best opportunity available right now.

I keep looking for opportunities in other stocks, but each time I end up adding more $IREN, $NBIS and $KRKNF - in that order.

I genuinely don’t see a better opportunity right now than $IREN.

Are there any names I should be paying closer attention to?


each time I end up adding more $IREN, $NBIS and $KRKNF


Summary: Author maps NVDA AI stack layers and names IREN, VST, MU, NBIS, VRT, PLTR, TSLA as long plays on each layer's bottleneck pricing power.

$NVDA 's AI stack: Energy → chips → infrastructure → models → applications.

ENERGY:
$IREN - Secured power capacity
$VST - Utility-scale energy

CHIPS:
$NVDA - GPUs
$MU - Memory (HBM)

INFRASTRUCTURE:
$IREN - Physical layer (data centers, power delivery)
$NBIS - Platform layer (cloud orchestration)
$VRT - Thermal management (cooling)

MODELS:
$PLTR - AI/ML platforms (Foundry, AIP)

APPLICATIONS:
$TSLA - FSD, Optimus (AI models deployed at scale)

The thesis: You can't skip layers.

$IREN provides power → $NBIS orchestrates compute → $PLTR trains models → $TSLA deploys applications.

Sequential dependencies. Bottleneck in any layer = pricing power.

Current bottlenecks: Energy ( $IREN ), Memory ( $MU ), Cooling ( $VRT ).

$PLTR benefits as compute scales - software layer that monetizes the infrastructure buildout.

Applications ( $TSLA ) only as good as the infrastructure beneath.

⚡


Current bottlenecks: Energy ( $IREN ), Memory ( $MU )


Current bottlenecks: Energy ( $IREN ), Memory ( $MU ), Cooling ( $VRT )


$PLTR benefits as compute scales - software layer that monetizes the infrastructure buildout


Applications ( $TSLA ) only as good as the infrastructure beneath


Summary: Long KRKNF as a pick-and-shovel play on subsea autonomy via UUV batteries/sensors, AI OS, Anduril ties, and large emerging TAM.

$KRKNF is a quiet pick-and-shovel play in subsea autonomy.

They supply pressure-tolerant batteries and sensors for UUVs used in defence and seabed imaging, alongside an AI-powered operating system for energy inspection and raw-material exploration.

Ties into the Anduril ecosystem, an improving balance sheet, and a large, emerging TAM.

This sector is only getting started 🌊🔋


My favourite buy in the market remains $IREN 💎

Summary: Favors IREN as top buy in the market.


$RKLB may break out today. Closing above $52 should trigger the next upward move

Summary: Bullish RKLB: high volume and close above $52 resistance expected to trigger next upward move.

$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

$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


There isn't a single stock in the market that presents a better opportunity than $IREN right now

Summary: Declares IREN the single best opportunity in the market right now; extremely bullish.

🚨 There isn’t a single stock in the market that presents a better opportunity than $IREN right now…

Go on name me a better opportunity. I’ll wait. https://t.co/364V1Hz2SD


Summary: Accumulate BTC, SOL, ETH, IREN, NBIS, RKLB ahead of QT end Dec 1; expects December to be explosive.

🚨 QT ends Dec 1 ⌛

December is going to blow your socks off.

Now is the time to accumulate + prepare.

$BTC $SOL $ETH $IREN $NBIS $RKLB 🚀


December is going to blow your socks off. Now is the time to accumulate + prepare. $SOL


December is going to blow your socks off. Now is the time to accumulate + prepare. $ETH


December is going to blow your socks off. Now is the time to accumulate + prepare. $IREN


December is going to blow your socks off. Now is the time to accumulate + prepare. $NBIS


December is going to blow your socks off. Now is the time to accumulate + prepare. $RKLB


Summary: Conditional long TSLA: if $400 holds, expects quick move to $450.

@MrMikeInvesting If $400 holds we will make the move to $450 rather quick $TSLA 🚀

$TSLA is breaking out and has officially pushed above $400 for the first time in 6 months…

With all major resistance cleared bulls have full control to send $TSLA towards ATH’s.

It’s obvious $TSLA is the next $5T+ mega cap AI stock.

$600+ is incoming soon.

Mark my words… https://t.co/RSZ7wkmf4j


Summary: Bullish RKLB: ATH breakout imminent with no overhead supply once prior highs are cleared.

@otigart Trimming is fine but why trim at the point stocks are more likely to increase in price? I’m not referring to $IONQ as I get this but $RKLB looks ready to breakout. Once all time highs get broke there is no longer anyone holding the stock at a loss

I trimmed $IONQ at $55… my jaw drops… last year I trimmed $IONQ at $50 and thought that might not happen again for a while… I added back at the horrific panic dips because it is how I make my money.  But then … $RKLB is also at ATH territory here… and I had to trim a bit at


Summary: Bearish BTC; expects price to drop toward $60k range.

The $60k’s are coming for $BTC 👀 https://t.co/xyai55Qxxt

$BTC breaking down.

Lose $80k → $60k’s come into play. https://t.co/7Rwfg3x3Qd


Summary: Building positions in IREN and NBIS now; plans to shift focus to VRT as cooling becomes the next critical need after capacity expansion.

My focus remains on building my $IREN and $NBIS positions.

The focus will later shift $VRT 💦

“With great power comes great responsibility.”

Or in this case…

“With great power comes great HEAT.” 🔥

Today’s need: capacity expansion.
Tomorrow’s need: cooling solutions. ❄


$NBIS looks strong heading into the new week. Breaking ~$75 resistance could drive significant movement

Summary: Bullish NBIS: bullish EMA/SMA stack, holding post-earnings gap, potential breakout above $75 resistance on strong AI cloud demand.

$NBIS looks strong heading into the new week.

🟢 10 EMA above 20 EMA, price over 50 SMA
🟢 Price above 20 EMA
🟢 Holding post-earnings gap up

Currently consolidating. Breaking ~$75 resistance could drive significant movement 🚀

Demand for AI cloud infrastructure remains strong https://t.co/aq4BUDQPm6


Summary: BTC will rebound strongly from here.

@Mr_Derivatives $BTC will come back with a vengeance


Summary: Bullish on IREN based on a strong bullish candlestick formation.

$IREN This is one heck of a bullish candle https://t.co/pARY04kxYP


It's only a matter of time until we erupt through $100

Summary: Bullish NBIS to above $100; closing in on that level with breakout expected.

🚨 $NBIS closing in on $100 ‼🔔 https://t.co/brL6ojxucG

$NBIS - The dormant volcano has awakened.

🌋 It’s only a matter of time until we erupt through $100. 🔥 https://t.co/GIoY47J33i


Summary: Bullish IREN: 50K B300 GPU expansion strengthens the thesis on time-to-compute advantage in AI Cloud.

@IREN_Ltd @BitcoinAIGuy @nvidia 50K B300 GPUs is massive scale.

Time-to-compute is the bottleneck for inference workloads. This expansion further strengthens the $IREN thesis

To meet growing demand for our vertically integrated offering, $IREN is expanding to 150,000 GPUs with the addition of 50,000 @NVIDIA B300 GPUs.

Time-to-compute is increasingly important in today’s AI Cloud market and this expansion positions $IREN among the largest AI https://t.co/jbYvR6ZwIO


Summary: Holds both NBIS and IREN; bullish on IREN's resource utilization in the AI era.

@Cristia37175673 I own both $NBIS and $IREN but to think Irens resources will not be utilised in the AI era is foolish.

@OInvests I've ~3000 shares on IREN.  You don't need to have sold your position to use your brain/eyes. NBIS/CRWV signing deals. We sponsoring random athletes.


to think Irens resources will not be utilised in the AI era is foolish


Summary: Still bullish on IREN, NBIS, and BTC despite building cash position ahead of expected late-2026/2027 crash.

I’m shifting focus toward building a larger cash position month by month. 💰

Still investing heavily but my % allocation to cash is rising.

No, I don’t think a bear market is coming YET… But I do expect a major crash in late 2026/2027. ⚠

Still bullish on $IREN $NBIS $BTC 🚀


AI Infrastructure holding whilst the rest of the market sells off. $IREN 🟢 The infrastructure layer is holding. This is the thesis playing out.

Summary: Long AI infrastructure layer — IREN, NBIS, VRT, MU holding vs broader selloff; thesis playing out.

AI Infrastructure holding whilst the rest of the market sells off.

$IREN 🟢 $NBIS 🟢 $VRT 🟢 $MU 🟢
$PLTR 🔴 $TSLA 🔴 $RKLB 🔴 $MSFT 🔴

The infrastructure layer is holding.
Power, cooling, memory, orchestration.

This is the thesis playing out. https://t.co/S6n8j8rNhQ


AI Infrastructure holding whilst the rest of the market sells off. $NBIS 🟢 The infrastructure layer is holding. This is the thesis playing out.


AI Infrastructure holding whilst the rest of the market sells off. $VRT 🟢 The infrastructure layer is holding. This is the thesis playing out.


AI Infrastructure holding whilst the rest of the market sells off. $MU 🟢 The infrastructure layer is holding. This is the thesis playing out.


Summary: Bullish NBIS: $100 resistance flipping to support on a close above, implying continued breakout higher.

$NBIS turned resistance into support.

$100 – new support if we close above 🚀 https://t.co/ilRGYptUaG

2⃣ $NBIS: Promising Chart

🟢 Holding above earnings gap-up for 9 days

🟢 All-time high close on Friday

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

🌟 Support at $90

🔴 Resistance at $100

$NBIS poised for a breakout into triple digits🚀 https://t.co/9I4O0kigXa


Soon, it'll be mainstream. Companies are already adopting, mass retail adoption follows next.

Summary: Bullish BTC on incoming mass retail adoption following corporate adoption wave.

It’s crazy to think $BTC was once the network of the underworld for illicit transactions…

Soon, it’ll be mainstream. Companies are already adopting, mass retail adoption follows next. ⚡


Summary: Holds large positions in both NBIS and IREN, expecting both to succeed in the AI revolution.

@blondsequitur I have a large holding in $NBIS

Been in $IREN since the teens and $NBIS since 30s. Both will succeed in the AI revolution

@OInvests I do understand the Nebius switch though - their leader is quite the charismatic tech founder that we have been raised on - imagine if he was around when H & P were first in the garage


Been in $IREN since the teens and $NBIS since 30s. Both will succeed in the AI revolution


Summary: Eyeing solar/storage/energy names FLNC, TE, NEE, ENPH, EOSE, BE, and TSLA; favors BE as best-fit 24hr storage play despite management concerns.

The list of stocks that have been catching my eye for Solar are as follows: $FLNC , $TE , $NEE , $ENPH . Storage solutions my eyes turn to $EOSE and $BE . As an all round play $TSLA stands out. The difficulty I’m having with this sector is narrowing down to a singular stock which fits the purpose of converting sustainable energy solutions to 24 hour storage units of continuous energy supply. If I’m honest $BE is best suited to this purpose from what I can see, they literally can drop off the equivalent of an energy unit with relatively quick installation to provide near instant 24 hour energy supply. The issue with the company tho is management


$BE is best suited to this purpose from what I can see


Summary: Suggests current bullish stance on IREN may be understated; implicitly more upside ahead.

$IREN Maybe I’m not Bullish enough https://t.co/kpURiQuE9C


Summary: 12-month performance ranking: IREN best, then NBIS, TSLA, NVDA; all implied bullish, IREN top pick.

🔹 Predictions – Next 12 Months

Between $TSLA $NVDA $NBIS $IREN …

My ranking:

1⃣ $IREN
2⃣ $NBIS
3⃣ $TSLA
4⃣ $NVDA

Agree or disagree? 👇


Summary: Introduces IREN as a beneficiary of CoreWeave's lost data-center capacity amid AI workload demand.

@StockSavvyShay Hey guys let me introduce you to $IREN 👋🏽

$CRWV down ~12% after reports that $OWL couldn’t secure financing for a $4B data center project the two are co-developing.

Every megawatt CoreWeave can’t build is demand that flows to $AMZN AWS, $MSFT Azure or $GOOGL Cloud.

The AI workloads don’t disappear. https://t.co/L1DYbizLTU


Summary: Predicts IREN reaches $200 by 2026.

$IREN will be $200 in 2026 ⏳ 🧨 💥 https://t.co/9FJB5iuC3t


$IREN looks like it's put in a bottom. 9 EMA curling up → 21 EMA next. Reclaim it, hold it, and the next leg higher opens up.

Summary: IREN has bottomed; 9 EMA curling up toward 21 EMA, with $50 as the key reclaim level for the next leg higher.

$IREN looks like it’s put in a bottom.

💎9 EMA curling up → 21 EMA next.

⚠50 SMA is the final hurdle.

⏰$50 is the key level and where resistance sits.

Reclaim it, hold it, and the next leg higher opens up. https://t.co/NNbVccGMXH


Summary: Extreme fear = buying opportunity; bullish on IREN, NBIS, HIMS, RKLB, VRT as markets bottom.

🚨 The market has officially entered extreme fear territory.

Markets don’t top here, they often bottom. 📉➡📈

Some incredible opportunities on the table right now…

$IREN $NBIS $HIMS $RKLB $VRT 🚀 https://t.co/O3WgM6aGkv


incredible opportunities on the table right now… $NBIS


incredible opportunities on the table right now… $HIMS


incredible opportunities on the table right now… $RKLB


incredible opportunities on the table right now… $VRT


Summary: Bullish on IREN, NBIS, RKLB, BTC, ETH, SOL on macro tailwinds: US-China de-escalation, Mag7 capex, Fed cuts, end of QT, and money printing ahead.

Correct me if I’m wrong…

We’ve had 4 key bullish catalysts:

🟢 US–China de-escalation
🟢 Mag 7 beat earnings + raised capex
🟢 Fed rate cut
🟢 End of QT

Only one left : the money printer. 💸

No reason for drops. Still very bullish.
$IREN $NBIS $RKLB $BTC $ETH $SOL 🚀


$IREN there is a possibility we hit $100 by end of year if overall macros line up and we have a bullish run through year end

Summary: Conditional bullish call on IREN to $100 by year-end if macro tailwinds materialize.

🚨BREAKING: $IREN PT RAISED TO $100 AT CANTOR FITZGERALD, CITES AI CLOUD GROWTH POTENTIAL

🔥🔥🔥🔥🔥


$BTC isn't a gamble. It's safety and protection.

Summary: Bullish BTC; frames it as a safe-haven asset, not a gamble.

$BTC isn’t a gamble. It’s safety and protection.


$PLTR just secured a $448M role powering ShipOS - the Navy's AI-driven backbone for modernizing shipbuilding

Summary: Long KRKNF as a defense small-cap play on UUV batteries/subsea robotics with Anduril/Palantir ties; PLTR named as beneficiary of $448M Navy ShipOS contract.

$PLTR just secured a $448M role powering ShipOS - the Navy’s AI-driven backbone for modernizing shipbuilding. ⚓🤖

$KRKNF builds some of the best pressure-tolerant batteries + subsea robotics for UUVs. 🌊🔋

They have ties to both Anduril and Palantir, plus a solid balance sheet for a small cap. 📈

Defense is becoming one of the most important themes of the near future and $KRKNF looks like an obvious opportunity. 🚀


$KRKNF looks like an obvious opportunity


Summary: Adds NBIS to a generational wealth picks list, implying bullish forward stance.

@BlackPantherCap Add $NBIS here and you got yourself the golden ticket Charlie https://t.co/dq1Wzg4DBe

4 GENERATIONAL WEALTH PLAYS IN 2026:

1. $IREN
Low-cost, scalable power for AI.
Energy is the bottleneck for AI.

→ $120 in 2026.

2. $ASTS
Direct-to-device satellite broadband.
Global coverage infrastructure.
Telcos need it. Governments need it.

→ $180 in 2026.

3. $ONDS https://t.co/VVjny6sUhe


Risk assets on. Stocks: $IREN $NBIS $RKLB $BMNR

Summary: Bullish on risk assets over next 5 years: long IREN, NBIS, RKLB, BMNR, BTC, ETH on asset inflation theme.

🌍 The world is evolving fast.
Most people don’t want to hear it - but ⏳ time is running out.

📈 Asset inflation is crushing wage growth.
🚀 The next 5 years will be life-changing.

⚡ Risk assets on.

💼 Stocks: $IREN $NBIS $RKLB $BMNR
💰 Crypto: $BTC $ETH 🔥


$BMNR is about to explode out of $70 like $70 didn't exist

Summary: Bullish BMNR; expects breakout above $70 imminently.

$BMNR is about to explode out of $70 like $70 didn’t exist 💥 🎆 https://t.co/BPnc0ieKds


If $80k doesn't hold it's a straight dive to the $60ks

Summary: BTC bearish: if $80k support fails, expects a drop to the $60k range.

@Leo_Traydes If $80k doesn’t hold it’s a straight dive to the $60ks

I think the 70s are closer than we think

$BTC https://t.co/GTMx1SnpqW


Summary: Holding KRKNF; finds ONDS drop attractive as a potential entry.

@BlackPantherCap I’m only in $KRKNF atm but $ONDS drop is intriguing me. $KRKNF , $ONDS , $OSS for me

@OInvests Well, I’m in most of them.

$ONDS is my top play. My conviction is high here.

Also in $KRKNF they have the battery production going online soon.

I’m also in $OSS to accumulate, I still think we are early here.


Summary: Decisive pick of IREN as the single stock to hold for the next year.

@BoujeeFinances Without a shadow of a doubt $IREN

If you were to pick 1 stock to hold for the next year, what would it be?


There is zero reason to sell $NBIS $IREN or $BMNR today.

Summary: Hold/buy NBIS, IREN, and BMNR; no reason to sell any of them today.


Summary: Bullish VRT on strong earnings and guidance; cooling demand driven by power-hungry GPUs.

$VRT posts incredible earnings & guidance.

Who’d have thought power-hungry GPUs would need… cooling solutions? 🙃 https://t.co/KSc1NfIBWB


Summary: AMZN is the best opportunity among mega caps; robot-driven margin expansion in 2025 not to be ignored.

@oguzerkan Fascinating visual. Out of the mega caps $AMZN presents the best opportunity. The exponential growth in 2025 is not to be ignored

$AMZN has 1.5 million employees and deployed 1 million robots.

It’s actively replacing humans with robots as human/robot ratio declined from 3 in 2020 to 1.5 in 2025.

Imagine what’ll happen to margins as the number of robots deployed passes the number of employees.

Long $AMZN. https://t.co/CXftKy2jXH


Summary: Bullish ONDS on further upside as drone commercial adoption expands.

@moninvestor The expansion of $ONDS could be further once drones are adopted in commercial use cases

@OInvests 🎯

Both are the future of warfare.


Summary: Bullish IREN, calling for a reclaim of $50.

$IREN reclaim $50.. I dare you. 🚀 https://t.co/4ABFJkyIEr


Summary: Author picks IREN, NBIS, VRT, MU as top choices, with KRKNF, PLTR, VST as honourable mentions — all longs.

@accounting_ds $IREN $NBIS $VRT $MU for me

Honourable mentions: $KRKNF $PLTR $VST

@OInvests For me its $SMR $UEC and both $NBIS and $IREN look good as well


Summary: Bullish IREN; calls $79 analyst target extremely conservative, expects higher on upcoming rating updates.

@InvestorDenis Wait until updated ratings get released later this year. $79 is incredibly conservative for $IREN

Most analysts expect a 50%+ upside for $IREN.

This is hard to accept but I'd say this:

1/ $IREN is not a software stock. As of its latest earnings reports, 91% of the revenue comes from mining Bitcoin and only 9% from AI Cloud services.

2/ $IREN is close to being independent https://t.co/m8oealW8VL


Summary: Bullish IREN with a $100 price target; setup seen as time-sensitive.

$IREN : Setups like this don’t last long..

This can go $100 fast. https://t.co/EkJFn7QUbF


Summary: Bullish IREN; expects rapid move to $60 once $50 is cleared.

$IREN : Blink and you’ll miss it.

Once we get above $50 - $60 will happen fast. https://t.co/LZh5RbIht0


$MSTR and $IREN are my favourite 2 setups here.. Both due a breakout.

Summary: Bullish MSTR and IREN, both flagged as top setups due for a breakout.


Summary: Long AI infrastructure basket: Vertiv, Vistra, Micron, Bloom Energy.

Not everything is red today.

Long AI infrastructure :

$VRT $VST $MU $BE https://t.co/2loxjbGGcG


Summary: Bullish IREN: scarce grid-connected infrastructure gives it durable pricing power and negotiating leverage with hyperscalers; Jevons Paradox ensures demand stays exponential.

$IREN : a deal is not urgent. But timing does matter.

Many investors are eagerly anticipating a hyperscaler deal around earnings.

Here’s why $IREN doesn’t need to rush. 🧵

---

Building data centre infrastructure and securing grid-connected power takes years.

Permitting. Regulation. Grid integration. Construction.

You can’t shortcut it.

AI demand doesn’t have that luxury.

---

$AMZN $META $GOOGL are racing to secure long-term compute capacity.

High quality infrastructure is becoming scarce relative to rapidly accelerating demand.

Scarcity creates pricing power.

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

---

The longer $IREN expands capacity efficiently - the stronger its negotiating position becomes.

Time to power is the moat.

Competitors can’t replicate years of grid connections, zoning approvals and physical buildout overnight.

---

But here’s the paradox that defeats the bear case.

Jevons Paradox: make AI workloads more efficient → cheaper to run → everyone uses it for everything → total demand explodes.

Efficiency drives consumption.

The addressable market goes from data centres to every device on earth.

---

Even as competitors build out infrastructure over coming years, if demand is truly exponential, it may not matter.

The window is real.

But so is the runway. https://t.co/SYcGCKDtoI


Summary: Bullish IREN: a deal announcement would send it back to all-time highs.

@Kevin58466550 A significant deal announcement sends $IREN back to ATHs

@OInvests This is the PERFECT time to announce a deal, please IREN 🙏🏻🙏🏻🙏🏻 It’s going to rip like 30%


Summary: Prefers NVDA over AMD as the better opportunity from here.

Call me crazy but…

I still think $NVDA is a better opportunity than $AMD. https://t.co/rj7Wu1Sgxt


Summary: Endorses $160 EOY price target for IREN as reasonable.

@OInvests $IREN is sure an asymmetric opportunity.

My pt is currently set to $160. https://t.co/9GnEHwbDQp


Why $BTC won't fail. Why the AI revolution accelerates it. Why capital will eventually rotate. This is the full thesis.

Summary: Full long thesis on BTC: accelerating M2 expansion, AI tailwinds, and eventual capital rotation all support BTC's rise.

Why $BTC won’t fail.

Why the AI revolution accelerates it.

Why capital will eventually rotate.

This is the full thesis. 🧵

---

In 2000 the US M2 money supply was $4.6 trillion.

It took 20 years to reach $15 trillion.

Since 2020 alone it exploded to $22.8 trillion.

The pace isn’t slowing. It’s accelerating. https://t.co/HPBm4vAAoh


Summary: Both NBIS and IREN showing bullish technical support; NBIS at 10 EMA, IREN at 50 SMA with intact bullish structure.

$NBIS / $IREN : Incredible turnaround.

$NBIS finding support at 10 EMA

$IREN finding support at 50 SMA - Bullish structure intact. https://t.co/sn50ROryLs

Don’t tell me you listened to them??

Gold is down, Brent oil is down.

That doesn’t sound like conditions for a rate hike??

We know your plan BoA. I’ll be joining in on the discounted flash sale. https://t.co/bzhaY2ZYpv


$IREN finding support at 50 SMA - Bullish structure intact


Summary: Endorses IREN hitting $100 within a couple months, sooner than most expect.

@Investinc_Intel Sooner than most know it. Could be a couple months..

$IREN WILL HIT $100 IN 2026! https://t.co/ZwGmH7uTfE


Summary: Bullish IREN; wants price to hold $64 support as a base for further upside.

$IREN : All I want today is to keep hold of $64 .

Too much to ask? https://t.co/KuUfN7BcSM

$IREN : Consolidating and flipping $64 to support would be healthy and bullish.

In fact I would prefer some consolidation here before the next push.

We are up 2x from March lows of $32 (YES MARCH ‼)

The truth is though we may not even need $64 we might just skip straight to https://t.co/MjOsAEqNLR


Summary: Expects MSTR to run in 2027 as Saylor continues accumulating Bitcoin.

Turns out Saylor is buying after selling a minute % … $MSTR will run in 2027

A good time to add more dots. https://t.co/4cRmmtbzKv


Summary: MSTR viewed as too cheap at current levels with $70s as the sweet spot; bullish.

$MSTR : This is getting too cheap.

$70s are the sweet spot.

Are you buying here? https://t.co/NwkRuFfnWF


Summary: Bullish NBIS: Clarifai acquisition + Eigen AI forms end-to-end inference stack; full infrastructure play ahead of earnings.

$NBIS just welcomed Clarifai’s core team and licensed their inference IP.

Founder Matthew Zeiler joins as SVP Research.

Nebius specifically highlighted his background working alongside Geoffrey Hinton, Yann LeCun and Jeff Dean - the researchers who built the foundations of modern AI. This isn’t a standard hire.

Eigen AI optimises at the model level.

Clarifai optimises the system.

Together they form the end-to-end inference stack.

$NBIS is building the full infrastructure layer - not just compute, but the intelligence that runs on top of it.

Earnings today. 👀

NFA


The deal hasn't shook my conviction. I understand the potential reward to shareholders if $IREN execute the pipeline set out and monetise capacity.

Summary: Still long IREN; conviction intact despite recent strategic questions, pending more transparency on long-term rationale.

The deal hasn’t shook my conviction.

I understand the potential reward to shareholders if $IREN execute the pipeline set out and monetise capacity.

Recent decisions to raise brand awareness through sporting events etc have flagged questions in terms of strategy and the reasoning behind.

All we really want here is further transparency into what’s the rationale behind such a decision and how it is beneficial to the long term vision of the company.

My take on the $IREN news is very simple (I am not a share holder)

No matter how many hours you spend studying a company inside and out, you are not a part of management nor are you expected any sort of press conference or reassurance for every move the team makes, this goes


Summary: Implies IREN will reach $100, bullish price target.

@HighestLoyalty Retail when $IREN hits $100 https://t.co/1m0ZVn1WBW

@OInvests Retail investors who put in $100,000 below $40. https://t.co/ihLIiDpVjI


$IREN makes up 74% of my individual stock portfolio. I've continued to buy again in the 30s 40s and 50s. I'm heavily invested because I understand the thesis, the direction and the competitive advantage of owned infrastructure and secured capacity in the future.

Summary: Heavily concentrated long in IREN (74% of portfolio), continued buying across multiple price levels; bullish on owned infrastructure thesis and 5.8GW pipeline.

“Don’t put all your eggs in one basket”

$IREN makes up 74% of my individual stock portfolio.

I’ve held over a year and haven’t touched it. I’ve continued to buy again in the 30s 40s and 50s .

Let’s start thinking about investing differently…

You have 5 friends. Each of these has setup a company. You have the option to invest in all 5.

The catch? 3 of these companies are in niches you have little understanding of.

One is in early stage and presents more risk than the others.

Then there’s the final company… you understand the thesis, the vision and the necessity for its service in the future.

Do you distribute equal amounts to the 5 friends companies? This strategy means your involvement is now split, your ability to keep up to date with updates diminishes.

Or do you decide to endeavour 100% of your efforts towards the company you believe offers the best upside?

I’m heavily invested because I understand the thesis, the direction and the competitive advantage of owned infrastructure and secured capacity in the future.

5.8GW in the pipeline.. this figure will increase over time also.


Summary: Both ASST and BMNR could work out with significant upside despite higher risk.

@PatientScot $ASST and $BMNR could both work out. More risk but a lot of potential upside

@OInvests I have bitcoin exposure through $ASST but $ETH has a greater return over the next couple of years imo which is why im long through $BMNR


Summary: Agrees with bearish PLTR view; expects price to drop below $100.

@TheRonnieVShow I agree here. We should see sub $100

$PLTR potential bottom zone: $90-$100

Negative gamma means price can move fast.

Key levels:

$110 = major magnet
$100 = coil zone
$90 = next downside wall

My read:
If $PLTR flushes into $90-$100, that’s where buyers may start showing up. https://t.co/OigyJNCIAC


We've been trying to tell you guys a while $IREN

Summary: Reaffirms prior bullish stance on IREN, endorsing the vertical integration thesis for AI cloud.

@StockSavvyShay We’ve been trying to tell you guys a while $IREN https://t.co/h2hCq0c3Xm

$IREN CEO Dan Roberts just explained why vertical integration is the edge in AI cloud:

• Framed IREN in three layers: physical infrastructure, compute infrastructure & software/operations
• Pushed back on asset-light neoclouds like $NBIS & $CRWV arguing the best sites & power https://t.co/HtwnSp9aL8


Summary: Bullish IREN; current prices represent a rare buying opportunity unlikely to be seen again.

@AndrewH89947585 I’ll rephrase. There will be limited opportunities in the future to see $IREN at these prices

@OInvests I am sure this is not the last time.


It's almost as if the market hasn't yet spotted what's blatantly obvious staring straight at them..

Summary: Implies IREN is undervalued/overlooked by the market despite strong AI growth tailwinds; bullish lean endorsed from parent context.

@HYBITCOIN It’s almost as if the market hasn’t yet spotted what’s blatantly obvious staring straight at them..

@OInvests Insanely strong AI growth numbers by multi-Trillion$ companies. Unprecedented!!! $IREN will make a fortune serving the industry for sure!


Summary: NVDA preferred over AMD: lower forward PE and better chart setup.

@rotten_guts5 $NVDA has a significantly lower forward PE and chart potentially looks better here 🤔

@OInvests $AMD looking extended in comparison to $NVDA


Summary: Expects BTC to recover and MSTR to follow with a parabolic run; not buying yet but watching for turnaround entry.

There is a lot of negative sentiment surrounding $MSTR and part of that is due to $STRC being 12% below par.

$STRC par is $100 - currently trading at $88.

The fear is that $MSTR has two options:

Option 1 - Sell bitcoin:native
Option 2 - Dilute $MSTR shareholders

My view - $BTC will turn around and $MSTR will have a parabolic run at some stage.

There is potential for a black swan event if $MSTR ends up selling $BTC. Worth monitoring.

Am I buying yet? No.
Am I watching closely? Yes.

It doesn’t pay to buy a falling knife. It does pay to bet large with conviction in the early stages of a turnaround.

$MSTR can fall to the $40-80 range. If it does - this is an extraordinary opportunity.

My focus remains AI infrastructure. But there comes a stage where profits rotate into $BTC and $MSTR.

NFA

At some point capital will rotate from AI profits into $BTC.

Here’s the timeline I foresee:

1/ US/Iran situation improves. Brent oil already down to $80 - inflation pressures easing faster than expected.

2/ Fed acknowledges AI as a structurally disinflationary force. Hawkish https://t.co/cvjj4p8J1j


$MSTR will have a parabolic run at some stage. If it does - this is an extraordinary opportunity


$ASTS however look appealing. Key levels here remain : $ASTS - $70

Summary: Short SPCX on expected collapse; long ASTS to $70 and RKLB to $100 as appealing space plays.

Space stocks in the blender.

The collapse of $SPCX share price is expected.

$ASTS and $RKLB however look appealing.

Key levels here remain :

$RKLB - $100
$ASTS - $70

We’ll revisit $SPCX in 6-12 months. https://t.co/0QobjZtgWv


$RKLB however look appealing. Key levels here remain : $RKLB - $100


Summary: Bought RKLB this week; planning to buy ASTS in coming days/weeks.

@HKIStrategies I bought $RKLB this week but will be looking at $ASTS shortly in the coming days / weeks to buy


will be looking at $ASTS shortly in the coming days / weeks to buy


The stock flipped into a downtrend and I expect further downside despite support somewhat being found at $293. The 150 SMA sits at $237 and it's not unreasonable to think we can see these levels again.

Summary: Trimmed VRT expecting further downside to ~$237 (150 SMA); added to IREN and NBIS with freed capital.

🚨 Portfolio update :

Yesterday I trimmed some of my $VRT position to add further to $IREN and $NBIS

Why trim $VRT ?

The 50 SMA broke for $VRT after resistance was met at $340. The stock flipped into a downtrend and I expect further downside despite support somewhat being found at $293.

The 150 SMA sits at $237 and it’s not unreasonable to think we can see these levels again. If we do though this will be a great opportunity for those who think they missed the $VRT run.

I also transferred some of my index fund to free up capital ready to buy more individual stocks should we fall more.


Yesterday I trimmed some of my $VRT position to add further to $IREN


Yesterday I trimmed some of my $VRT position to add further to $IREN and $NBIS


Summary: PLTR faces binary setup: triple bottom at $130 or drops below $100.

$PLTR either forms a triple bottom at $130 or we see sub $100.

I don’t see it any other way here. https://t.co/UNEqBoXqg6


Summary: Bullish IREN over coming months despite recent underperformance; expects euphoric move.

@JustusFult99485 I still disagree though. I think the next coming months for $IREN will be euthoric

@OInvests Remember when I said $IREN was a sympathy play last month and you laughed and the stock hasn’t done anything. Have fun breaking 60$


Summary: Still bullish IREN overall but flagging concern over sports-marketing spend as a misaligned strategy for an institutional-focused business.

Take note of those who blindly accept all news as good news.

Our job as investors is to question everything.

Before you complete your bull thesis you should reverse engineer the criteria that would raise concern.

Investing is not an opportunity to fall in love and marry a stock.

Rather it’s the opposite.. the thesis remains strong until it breaks. If you are not aware of the potential exit signals prior to investing in a company, then when push comes to shove and the thesis breaks you will not have the emotional capacity to handle a plummet in share price when it comes.

Equally the reverse can be argued.. if you understand the thesis thoroughly and firmly understand why you are invested in a company it will give you strength in days where the market collapses.

I remain bullish on $IREN but recently there have been flags that have raised concern. In particular my recent concerns lie with scope of increasing brand awareness through sport. The company’s target consumer is hyper-scalars and sizeable institutions requiring surplus capacity.

Our target audience is not retail, we are not an electrolyte drink, Powerade or Nike. I currently fail to see the upside with sport based marketing.

Anyway.. rant over. Just be careful who you follow, not everyone has your best interests at heart.

What you’ll get from me is blunt neutral diplomacy. I’m open to hear anyone’s opinion on the matter and discuss.


Summary: Conditionally bullish BTC back to $120k this year.

@JKacprzak97431 X8 this year is optimistic. I could see $250 if $BTC goes back to $120k

@OInvests It is potential X8 this year, good investment in my opinion


Summary: Long IREN: monopoly-like power infrastructure, Mirantis acquisition, 4.5GW pipeline, and stacking catalysts including Russell index addition and potential major deal.

No.

People are starting to realise owned infrastructure/power is a monopoly.

The acquisition of Mirantis defeats the bear case that $IREN will be lacking in the software stack.

Hyperscalars are continually drilling down on the demand for compute.

$IREN sits with a 4.5GW secured pipeline.

SW recently energised.

Catalysts are simply stacking in $IREN favour..

Earnings are tomorrow and the likelihood of a major deal is increasing.

Your point about addition to Russell index only adds more fuel to the fire.

@OInvests Is the assumption that Irena's stock will enter the Russell Index the cause of today's huge volume of trading in that stock?


Summary: SPCX will pump briefly then pull back substantially post-IPO; rotation out creates buy opportunities in RKLB and ASTS.

Space Stocks are down pre $SPCX IPO

Yes SpaceX will pump for a brief period, as is common in the initial print of an IPO.

Then it will substantially pull back as tied up capital exits.

Opportunities will present for $RKLB and $ASTS as capital rotates out of $SPCX into these at some stage.


Opportunities will present for $RKLB and $ASTS as capital rotates out of $SPCX into these at some stage


Summary: MU expected to see one more correction before resuming uptrend; bearish near-term.

@ryansfinance The next drawdown will present an amazing opportunity. $MU is due one last correction first.

I think $MU is probably one of the safest investments rn can easily see $1000 by the eoy

The memory super cycle is showing no signs of slowing down anytime soon


Summary: Watching key support/resistance levels on IREN, NBIS, VRT, MU, SPX amid geopolitical risk; oil risk back on with Brent at $95.

Talks collapsed. Iran refused nuclear commitment. No further talks planned.

Geopolitical risk is back.
Here are the levels I’m watching:

$IREN — $40 rejected Friday. Support zone $33–35.
$NBIS — $135 flips to support. First test after ATH breakout.
$VRT — Looking for pullback to $270. Currently $295.
$MU — $420 now. Watching 50-DMA at $400.
$SPX — $6,800 now. $7,000 resistance above. Weekly support at $6,500. 50-week MA sits here.

Brent $95 Friday. Oil risk is back on.

This week just got more complicated.


$NBIS — $135 flips to support. First test after ATH breakout.


$VRT — Looking for pullback to $270. Currently $295.


$MU — $420 now. Watching 50-DMA at $400.


Brent crude futures; BZ=F is Yahoo Finance symbol


Summary: Holding remaining long IREN position (partially converted from 3X leveraged to ordinary shares) going into next week.

$IREN : Reduced position in 3X leveraged shares and converted to ordinary $IREN shares to de-risk.

Will be keeping the remainder going into next week. https://t.co/7hKGHG1wDg

$IREN : opened a position in 3X Long $IREN on Tuesday.

Trimmed a little to convert into more ordinary shares. Holding the rest.

NFA - leveraged products carry significantly higher risk than ordinary shares. They also highly susceptible to volatility decay. These are not to be https://t.co/YE4hYOuL64


Summary: Short-term bearish PLTR: expects drop to $100 or sub-$100 if $130 breaks, before eventual long-term bottom.

$PLTR will mirror the $AMD chart

But the time isn’t yet.

There is still more room to drop.

If $130 breaks I expect $100 or even sub $100 before a bottom is found.

This is a 1T company in the future though and eventually the stock will see $500 https://t.co/8ynBrWT1yB


$IREN has more room to run from here than $NBIS at current levels. $IREN looks ready to break out.

Summary: Rotated into IREN over NBIS: IREN has more upside + technical breakout setup; NBIS looks ready to correct though remains a core position.

Three reasons I trimmed $NBIS yesterday to rotate into $IREN.

1/ The $NBIS x $BE fuel cell deal. Great for NBIS, but if Nebius needs 328MW of dedicated off-grid power to bypass the public grid, it highlights the advantage of $IREN. $IREN already has 5GW of secured power. This validates the power bottleneck thesis and importance of owned infrastructure.

2/ Upside potential. $IREN has more room to run from here than $NBIS at current levels.

3/ Technicals. $IREN looks ready to break out. $NBIS looks ready to correct.
$NBIS remains a core position. I’ll be adding back on dips.

NFA

I trimmed some of my $NBIS position today to rotate into $IREN.

I believe the upside potential of $IREN from here is considerably greater.

$NBIS remains a core position. I’ll be looking to add back on dips.

Did I make the right decision? 👇 https://t.co/E6LppLazJr


Summary: Bullish BTC and MSTR on multiple near-term catalysts including pro-crypto Fed Governor confirmation.

There are so many near term catalysts to send $BTC and $MSTR so much higher…

Now look at this chart…

NFA https://t.co/KFBeXhpOGS

JUST IN: 🇺🇸 Senate officially confirms pro-crypto Kevin Warsh as Federal Reserve Governor.


Summary: Long IREN ordinary shares; sold 3X leverage but expects price to pass $100 with volatility along the way.

This could’ve been legendary, instead I settled for ordinary $IREN shares.

78% profit in a week though I can not complain.

The art of volatility decay though would’ve resulted in ordinary outperforming 3X leverage if we were to have a volatile phase next before $100 .

I sold out of leverage as I think we will not climb in a straight line to $100 but we will pass it in style.

$IREN : Exited 3X Long $IREN today

Converted to more ordinary shares.

78% profit in 5 days is good enough for me.

Also bought some more $VRT today.


Summary: Bullish setup on NBIS after healthy correction found support; eyeing $250 as next leg up.

$NBIS : This is a great setup.

Healthy correction, found support at previous resistance.

Next leg $250 ? 🤔 https://t.co/goBZcHGCaZ


Summary: All three NVDA-backed AI infrastructure plays (NBIS, IREN, CRWV) will succeed; enough room for all to win.

@danielisdizzy This. There is more than enough room for all to succeed. $NBIS and $IREN certainly will. $CRWV likely will do well also

Jensen $NVDA has invested:

$2.35B in $CRWV
$2.2B in $NBIS
Up to $2.1B in $IREN

“We don’t pick winners. We need to support everyone. So when I invest in one of them, I invest in all of them.

Don’t pick winners. Either let them all take care of themselves, or take care of all of https://t.co/W5DO8P9SSt


Summary: Bullish IREN; calls it a phenomenal opportunity.

@Matt_Pinner @insidegadsmind $IREN remains a phenomenal opportunity

@OInvests @insidegadsmind Honestly I believe in #Iren so much


Summary: Conditional long PLTR if 50 SMA at $142 holds; if it breaks, expects drop into $130s accumulation zone.

Called the potential fake-out with $PLTR

If 50 SMA at $142 breaks we can expect to see $PLTR fall into the 130s accumulation zone.

So far holding the 50 SMA tho.

Could make a good entry if 50 holds.

NFA https://t.co/qixeSFAQEN

$PLTR : Attempting a breakout

Rejected at the 150 SMA which sits at $158

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

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


Summary: Bullish IREN from current levels; sees more upside potential from here.

@1xStrateg1x From here $IREN for sure has more potential

@OInvests $IREN growth potential from market value are bigger, under 60$s is extremely undervalued, people are choosing right one💰


Summary: Endorses prior call that IREN in the 30s was an instant buy; implies still bullish.

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


Summary: Bullish IREN: upcoming catalysts (macro, SW energisation, May 13 earnings, potential deal) could drive price significantly higher.

@Mabangde2012 We have a few potential catalysts approaching:

- Macro environment potentially improves
- Energisation of SW
- Earnings 13 May

An announcement of a future deal takes us way higher.

@OInvests $IREN will have a hard time breaking through $50 unless there’s a new contract.


Summary: Disclosed leveraged long position in IREN, bought today.

@BitcoinAIGuy Hated? I bought some 3X $IREN today

I think we actually might see the most hated rally from $46 to $146 $IREN


Summary: IONQ is the best-positioned quantum play; implied bullish on the stock.

@Investinc_Intel @VIXCBOEMORMON @SanuroSwordsman $IONQ is by far the best positioned currently in the quantum sector. Have a friend who works with them

@VIXCBOEMORMON @SanuroSwordsman @OInvests I don’t disagree, right now I’m looking at quantum and reading on $IONQ. That’s my project over the weekend as the chart enters a breakout and I don’t see demand disappearing here. I think it could front run its move as well like a $TSLA