Summary: IREN expected to catch up to a correlated asset that has already moved.

@saultiegaultie They should’ve.. but it’s time for $IREN to catch up


Summary: Long IREN: 4.5GW secured power positions it uniquely to capture explosive hyperscaler data-center demand as powered land remains scarce through 2030.

structural marker; pre-classified as canonical yfinance ticker

OpenAI: 30GW of compute by 2030. Currently has 8GW identified.

That’s 22GW to build in 4 years.

Microsoft has $80 billion in unfulfilled Azure orders because it cannot find enough electricity to power GPUs already in its inventory.

Hyperscalers projected to spend $660–690 billion on capex in 2026 alone.

The demand is exponential. The supply of zoning-approved, powered land is not.

$IREN has 4.5GW of grid-connected power secured. One of the few companies positioned to fill that gap.


Summary: Implies NBIS heading to $200 after $130s held as support and stock recovered to $170s.

industry='Internet Content & Information'

Called it.

$NBIS tested the $130s before the $170s - exactly as flagged last week.

$130s held as tremendous support.

Now trading in the $170s.

$200 soon? 🤔 https://t.co/yvFMcEELHF

$NBIS : looking likely to test the $130s before $170s. https://t.co/osvMEI7GdC


If we don't get 1 in 2026 we can expect share price to fall a lot lower

Summary: If IREN fails to secure a deal in 2026, expects significant share price decline.

@DollarCostAvg If we don’t get 1 in 2026 we can expect share price to fall a lot lower

$IREN - when will $IREN get a deal ?

Possible in 2027 ?


Summary: Long IREN and NBIS via concentrated allocation; initiating MSTR position soon, believes near a bottom.

I wanted to get in the recent $BE dip at $120 but didn’t ..

Only real reason is opted for allocation to $IREN and $NBIS . I preference a concentrated portfolio.

There are plenty of opportunities in the market currently.

My view point when investing in a company tends to be within 18-36 months providing there aren’t any material concerns raised with the companies I own that forces me to sell within this period.

Will be looking to open a position in $MSTR shortly as I do believe we are relatively close to a bottom here

@OInvests Luckily In $BE when it was still under radar & $IREN also early. Am  in a number of renewable energy & Data Center sector ala $FCEL $NEE $HUT $CIFR $WULF etc.
Waiting for $FCEL ( on fire lately) & especially $LUMN  to execute.
Am true Long termer- not momentum investor


Will be looking to open a position in $MSTR shortly as I do believe we are relatively close to a bottom here


Summary: Bullish IREN: expects rapid move to $60 once $50 breaks; author amplifies call as stock rises 10%.

$IREN up over 10% so far today.

Blink and you’ll miss it. https://t.co/wCxyAmSTIj

$IREN : Blink and you’ll miss it.

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


Summary: Holds IREN as a longer-term position, not a swing trade.

@LeeBowUK Plenty have traded it and been successful.

For me $IREN is a longer term play but I can see the appeal for swing trading it here

@OInvests Could be  a nice swing trade 👀


Summary: Expects bounces in RKLB, ASTS, IREN near-term and MSTR at a later stage.

@LiamMAHarvey For now nothing. But call me crazy I think space stocks ( $RKLB and $ASTS ) bounce soon. I also think the same can be said for $IREN and at a later stage $MSTR


I also think the same can be said for $IREN


Summary: Bullish MU, VRT, NBIS, IREN: Jevons paradox means efficiency gains drive more memory/power/cooling demand, not less.

I stated back in March how efficiency improvements will not reduce the demand for memory.

Efficiency drives consumption.

Make processes and models more efficient and usage increases.

Subsequently demand for power, cooling and memory increases.

This is the Jevon’s paradox.

The road is far from over for $MU , $VRT $NBIS and $IREN

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 https://t.co/ynZRQd560X


The road is far from over for $MU , $VRT $NBIS and $IREN


$NVDA is a hold for life foundation. Foolish when it's likely to be 10+ T in the future

Summary: Long NVDA as a permanent hold; targets $10T+ market cap.

@antibearthesis $NVDA is a hold for life foundation. Foolish when it’s likely to be 10+ T in the future

This guy made $1M on $NVDA.

Then missed another $1M by selling one year too early. https://t.co/LSPQqKhaEt


Summary: BTC about to rally; spring coiled for an imminent run.

@saylor $BTC is about to go on a run. This spring is coiled.

Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC https://t.co/ifGXjMeIZH


Summary: MSTR needs to fall further to the $70s before it's a buy; implying more downside from current levels.

@CoffeeStocksGuy $70s are the sweet spot. A little more to go..

This is insane.

If you purchased $MSTR in March 2024 during the last $BTC bear market and held…

You’re now down on your money from over two years ago.

$MSTR - Ponzi or Amazing Buying opportunity?

For me, this is becoming seriously tempting at these levels… https://t.co/NzsZ1qBnXW


Summary: Expects PLTR to pull back to the 50 SMA before resuming its bullish trend.

@enrichtrades Chart does look great although I think we revert back to the 50 SMA before the trend reverses bullish

$PLTR

Monthly charts don’t get much more bullish than this

Especially when the president tells you to buy the stock… https://t.co/bK2y1GPHLA


Summary: Sees MU going another 12% higher despite elevated options pricing and high bar.

@fenek_tech Interesting insight with the options pricing. Very possible the stock goes another 12% up tho

@OInvests FDX and MU this week for me. MU especially - after the run it's had, options are pricing a ~12% move, and the bar's gotten pretty high


Summary: Expects BTC to retrace to $60K from current sub-$75K levels.

$BTC : a retest of $60K can happen.

Will it get there?

JUST IN: Bitcoin falls under $75,000 https://t.co/FhvciVv259


Summary: IREN below $50 is undervalued; implicit buy signal.


Summary: Bullish IREN if it closes above $50 this week; author disputes sympathy-play framing via 1Y chart.

@JustusFult99485 If $IREN closes this week above $50 we are in for a good time. Check the 1Y charts if you think $IREN is a “sympathy” play

@OInvests I told you if NBIS goes down so is IREN, it’s a sympathy play.


Summary: Bullish memory sector; every dip is a buying opportunity while buildout/demand thesis intact.

Memory sector basket: Samsung, SK Hynix, Micron

@juiceboxlines @Investinc_Intel Agree. Each and every dip should be viewed as opportunity. At least until the thesis changes

@OInvests @Investinc_Intel Buildout is in early stages. Memory demand could 5x from here.


Summary: Long BTC and MSTR through 2027 as capital rotates from stocks to crypto after a blowout summer for equities.

At some stage capital will rotate.

My take is we will have a blowout summer for stocks followed by profits being rotated to crypto winter 2026.

$BTC and $MSTR should run through 2027.

What do you think here?

Something feels really wrong here.

It feels like $BTC's price is being heavily suppressed.

Stocks just hit new all-time highs this week while $BTC keeps dropping.

Do you think we'll see a money rotation this year? https://t.co/VjjSt9M9Le


Summary: Bullish IREN on 5.8GW pipeline to 2030, backed by Wells Fargo data; challenges the bears.

Good post here from Ryan.

The source is Wells Fargo this adds credibility and validity to the stated pipeline. The post is not directly from $IREN

5.8GW set to be secured by 2030.

Yet some of you remain bearish on $IREN ??

The buildout is just beginning $IREN https://t.co/YQtX5mzzxA


Summary: Bullish NVDA at ATH, implying further upside as its turn to run.

🚨 $NVDA at ATH’s

Who’s ready for Nvidia’s turn? 👀 https://t.co/QKXzg8DfJD

Call me crazy but…

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


I don't see a better opportunity than $IREN in the current market.

Summary: Sees IREN as the best opportunity in the current market; high-conviction long stance.

@ViralMuzik1989 I don’t see a better opportunity than $IREN in the current market.

@OInvests I like the conviction man, I am close at 60%


Summary: Bullish IREN: Jensen Huang endorsement positions it as a cornerstone of AI infrastructure buildout.

Jensen Huang on $IREN x $NVDA:

“AI factories are becoming foundational infrastructure for the global economy.”

“Deploying these systems at scale requires deep integration across the full stack - compute, networking, software, power and operations.”

“IREN brings the scale and infrastructure expertise to help accelerate the buildout of next-generation AI infrastructure globally.”

“Together, we are building for the age of AI.”

The CEO of NVIDIA just described $IREN as a cornerstone of the AI era.

NFA


Summary: Prefers IREN's cautious approach over NBIS's promises-first strategy; sees execution risk at NBIS.

I think the difference here is $IREN is taking a more gradual and secured route.

$NBIS is making the promises before securing the infrastructure. Theres execution risk there.

Equally though $IREN presents execution risk on the other side.. monetising capacity is still a pending factor.

That being said I prefer the delayed approach to securing deals rather than rushing into things (not saying $NBIS is rushing btw)

@OInvests 1/ Agree. It wasn't bearish Nebius as seems a one-off but wasn't bullish either.

2/ Nebius has ran but market is rewarding execution and IREN are not executing. Missed ARR targets and didn't even comment on them. Seems shady.

3/ Short term it may happen


Summary: IREN named as the solution to power constraints; implied bullish.

@chamath Ohh we know… $IREN is the answer.

We are massively power constrained. This market, if functioning properly like every market before it, should be moving in the exact opposite direction.


A 30% capacity miss could trigger a 40-50% technical repricing. This is a stock priced for flawless execution. This is simply the case for caution.

Summary: Cautious on NBIS near-term: permitting/chip/capex execution risks could trigger 40-50% repricing if exit ARR misses; bullish long term but warns stock priced for perfection.

Does the market truly understand the execution risk with $NBIS or has sentiment been driven purely by share price momentum?

$NBIS isn’t the asset-light neocloud people assume. Here’s the real picture. 🧵

---

$NBIS is running three execution strategies simultaneously to bridge their backlog to revenue:

1/ Own-and-build : full control campuses like Finland and a 400-acre Missouri site. Highest margins, years to construct, $16-20B capex burden.

2/ Lease-and-fit : co-location shells leased to enter the US fast. Puts them at the mercy of landlord permitting timelines.

3/ On-site generation : a $2.6B Bloom Energy ( $BE ) deal. 328MW of fuel cells bypassing 3-5 year grid queues.
Three levers. Three points of failure.

---

Industry trackers have already flagged delays at their leased New Jersey site.

The landlord controls permitting, zoning and grid power delivery. NBIS controls everything inside the building. If the landlord slips, $NBIS absorbs the cost.

“Available power” from a landlord often means contracted, not connected. Even Bloom’s ( $BE ) fuel cells still need landlord-poured concrete pads and local permits.

---

The $META deal depends entirely on $NVDA ’s Vera Rubin ramping into full production on schedule. $NBIS doesn’t control $TSMC ’s yields.

Meanwhile they’re burning through $16-20B capex for 2026, an estimated $3.6B negative free cash flow, and have already raised $4B in convertible debt to bridge the gap.

---

2026 full year recognised revenue is guided at $3.0-3.4B. That’s not what the stock is priced on.

The stock trades on exit ARR, a December snapshot annualised x12. Management has guided $7-9B exit ARR.

Push installations from December into February and full year revenue barely moves. But the exit ARR snapshot completely misses guidance.

---

Bull case - hit 800MW-1GW connected by year end. $8B ARR midpoint.

Morgan Stanley’s bull case is $395 - a $101B market cap at ~12.6x EV/ARR on guidance. An ultra-bull case of $495 implies $127B at 15.8x EV/ARR, but requires smashing guidance toward $10.5B exit ARR and proving the Aether software layer commands premium SaaS-style margins.

Bear case - permitting delays push 200MW offline past December. Exit ARR drops toward $5B. Multiple compresses toward historical software averages near 4x.

A 30% capacity miss could trigger a 40-50% technical repricing.

---

Two signals over the next two quarters:

Q2 margins - management has flagged a temporary dip from heavy back-loaded capex.

Transformer lead times - currently spiked to 3 years industry-wide. Watch whether Bloom’s fuel cells offset this in time.

This is a stock priced for flawless execution.

---

$NBIS doesn’t have a demand problem. The $46B backlog is real.

The risk is delivering flawlessly across power, chips, construction and capital, simultaneously, on a fixed timeline, priced for perfection.

Bullish long term. This is simply the case for caution.

NFA https://t.co/fgIemBg0Zi


$70 will become the new floor NOT the ceiling. The real fun happens when we break above ATH's

Summary: Bullish IREN: $70 seen as a future floor, not ceiling, with more upside beyond ATH.

$IREN : Many don’t realise $70 will become the new floor NOT the ceiling.

The real fun happens when we break above ATH’s https://t.co/1GVdhzcr7u


Summary: Bullish on ASTS and RKLB; author sees current dip as a fire-sale buying opportunity and is transferring funds to buy.

Someone call an ambulance ‼

This is an emergency situation.

There is currently a fire sale being had in space : $ASTS $RKLB

I’m still waiting on my funds to transfer 😂 https://t.co/9vLUKXg5Fp

---

No idea why it didn’t quote tweet:

https://t.co/DXBHx55waR


The next is quite obviously $PLTR right?

Summary: Implies PLTR is next to benefit from a Trump endorsement/contract catalyst, analogous to DELL.

President Trump is undefeated in the stock market.

On May 8th, President Trump told everyone to "go out and buy a Dell."

19 days later, on May 27th, Dell was awarded a $9.7B contract with the US Pentagon.

Today, Dell, $DELL, reported stronger than expected earnings and the https://t.co/v2MracjE76


Summary: IREN is author's largest held position; ongoing long.

@CDavidFloyd Likewise. $IREN remains my largest position

@OInvests I’m long term bullish.. But I’ve been very critical lately, and the recent actions haven’t helped. So many pivots and bad optics without much explanation of where they’re going


Summary: Portfolio to $1M: 60% IREN, 20% NBIS, 10% VRT, 10% MU.

@cmsinvests $IREN $NBIS $VRT $MU

60 : 20 : 10 : 10

You got $100,000 to build a portfolio.

Which stocks are you picking to become a millionaire?


Summary: Author ranks VST as top pick and CEG second among energy stocks benefiting from AI power demand.

@antibearthesis I like $VST the most out of this list.

$CEG 2nd and $BE would be slightly different category

$NVDA CEO is telling you to buy energy stocks

He is literally saying demand will 1000x

Stocks positioned to benefit:
- $CEG
- $VST
- $OKLO
- $BE
- $GEV
- $IREN

“This is the best time in the history of humanity to invest in sustainable https://t.co/m47M9WtjTA


Summary: Bullish IREN: once $50 breaks and holds, the level becomes a floor and price moves well above it.

@GrindeOptions Once we break through $50 and firmly close there $50s will be nothing but a distant dream

Going to be difficult for $IREN to go past $50 by Friday but we shall see. https://t.co/VHoRANtvzv


Who's ready to close the gap above at $48?

Summary: Expects IREN to close the gap above at $48 after filling the downside gap at $43.

$IREN : closed the gap down at $43. ✅

Now that that’s over…

Who’s ready to close the gap above at $48? https://t.co/9gqeKPtTmE


Summary: Rotated some NBIS into IREN believing IREN has greater upside; NBIS remains a core long with intent to add on dips.

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


$NBIS remains a core position. I'll be looking to add back on dips


Crypto looks primed if it doesn't reject here

Summary: Crypto (ETH in focus) looks primed to move up if it holds current levels.

@TheRonnieVShow Crypto looks primed if it doesn’t reject here.

Ethereum chart BTW...

$ETH $BMNR https://t.co/JnPnOJD2Vs


Summary: Bullish NOK; likes the setup and turnaround thesis.

@HKIStrategies I like the setup here and the thesis behind the company turn around

@OInvests $NOK is always looking strong!


Summary: Bullish IREN over next 2 months as power bottleneck drives AI infrastructure demand.

@rcheto578 Power is a severe bottleneck of AI expansion.

I imagine the next 2 months will be very pleasing for $IREN shareholders

@OInvests People literally forgot the real bottleneck is energy. NVIDIA is going to sell 1B of dollars in GPUs. Gpu rent prices are increasing. Just chilling.

Probably Iren is going to announce  his new deal in next Q results.


Summary: Author believes AI-cycle names IREN, NBIS, MSTR are in Bear Trap and due a face-ripping rally in H2 2026.

Where are we in this chart?

I still think this entire phase has been within the “Bear Trap” zone.

I think we are due a face ripping rally in the 2nd half of 2026.

Do you agree?

$IREN $NBIS $MSTR

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

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


Summary: Long IREN to $60 after close above $47 on strong volume; Sweetwater catalyst + May earnings ahead.

$IREN : we got the close above $47.

Volume was strong.

Sweetwater comes online in April.

Earnings: May 13.

Lots of catalysts ahead. $60 is now on the cards.

$IREN at $44.49.

Break and hold above $46 with an improving macro environment and $60 is on the table within weeks.

That’s where we hit our head. $46 then gets tested as support and becomes the next base.

One level. One catalyst. Watch $46. https://t.co/l3CO9Mv6vF


Summary: BTC and MSTR expected to catch up to QQQ levels soon; both look good here.

@Mr_Derivatives Give it time.

It’ll catch up soon. $BTC and plays like $MSTR look good here

Ngl, I’m really surprised $BTC is not closer to $90k maybe even $95k given where $QQQ is right now.


Summary: Predicts IREN signs 2 deals by October 2nd; bullish catalyst claim.

@moneymovesmel 10 - 10th month is October
First letter of Ozempic is O

2 - 2nd day of October.

That’s it.. $IREN is signing 2 deals by 2nd October. https://t.co/S2owVMYfAX

Just went for a 10 mile run and the entire time thought of AI data centers… jk I quit after mile 2 and started looking up a plug for Ozempic.


Summary: 60/40 lean long IREN into Monday: institutional floor at $52, uptrend intact, bull case targets $54.50-$55.50 if yields stabilize.

$IREN Monday preview.

Friday’s drop was a result of three factors : options expiration, a yield surge and lack of breakthrough news from the US-China summit.

47.33M shares traded. The stock held $52.

That’s an institutional floor being established not a setup breakdown.

$52 was Friday’s max pain level. It now transitions to key technical support heading into Monday.

$IREN is currently trading between the 9 EMA ($56.85) and 21 EMA ($51.48) - known as the value zone. Trend cooling/consolidating, not crashing. Uptrend remains intact.

Key levels to watch:

Support: $52.00 - the institutional battleground

Support: $51.48 - 21-day EMA. Near term trend.

Resistance: $56.85 - 9-day EMA. Must clear this to break Friday’s downtrend.

Two scenarios:

🟢 Bull case (60%)

Yield stabilises below 4.55%. Institutional buyers return. $3B note shorting fully complete - no more mechanical selling. Morning shorts trapped. Close toward $54.50-$55.50.

🔴 Bear case (40%)

Yields break above 4.62%. $52 floor fails at open. Stop losses triggered. Slides toward 21-day EMA at $51.48 or $50 psychological level.

Because IREN closed at $52.94, just above the $52 max pain line - expect a volatile first 30 mins. Traders liquidating assigned shares vs market makers covering calls.

$52.00-$52.50 is the zone to watch at open before the broader trend establishes.

Monday - the 10-Year yield is key. If it stabilises or pulls back, expect institutions to defend $52 aggressively.

NFA


Summary: Author holds NBIS but flags IREN as the better opportunity right now.

@159Adir52550 I have money in $NBIS . $IREN is the better opportunity currently tho

@OInvests And than the dilution will take it back to 60 🤣🤣 just put your money in a better neo cloud who doesn’t f*** their investors like NBIS


Summary: Bearish SPCX post-IPO: expects Stage 4 dip driven by insider selling at earnings and lockup expiry; calls it a bubble.

AI isn’t a bubble. But this is.

Prepare for stage 4 - The Post IPO dip.

2 trading days after $SPCX Q2 earnings release (expected late summer/September) - insiders can sell.

The guaranteed amount: 20% of pre-IPO holdings.

The maximum amount: 30% if the $175.50 price target is met.

180 days post IPO - lockup period ends. Insiders can fully offload.

Space X ( $SPCX ) IPOs on Friday.

I won’t be buying in the initial stages.

Here’s a visual of what to expect. I’ve labelled the stages: https://t.co/EhGgPSoeQ7


Summary: Endorses Tom Lee's 18-24 month parabolic bull market thesis; long BTC, MSTR, IREN, NBIS, MU, and VRT.

Agreed.

18 months of Euthoria is coming:

$BTC $MSTR $IREN $NBIS $MU $VRT

TOM LEE SAID MARKETS ARE ABOUT TO GO PARABOLIC LIKE NEVER SEEN BEFORE:

WE WILL HAVE “ONE OF THE BEST 18-24 MONTH PERIODS WE HAVE SEEN IN OUR LIFE." https://t.co/JzJuVSfOuM


Agreed. 18 months of Euthoria is coming: $BTC $MSTR


Agreed. 18 months of Euthoria is coming: $BTC $MSTR $IREN


Agreed. 18 months of Euthoria is coming: $BTC $MSTR $IREN $NBIS


Agreed. 18 months of Euthoria is coming: $BTC $MSTR $IREN $NBIS $MU


Agreed. 18 months of Euthoria is coming: $BTC $MSTR $IREN $NBIS $MU $VRT


Summary: Implicitly bullish VST, highlighting 96% institutional ownership and high-profile political holders as reasons to take notice.

$VST : 96.09% institutional ownership.

Held by several high profile politicians..

Nancy Pelosi and Trump seem to like it🤷

Just going to put this out there 👀 https://t.co/VE7HzPvLF4

The thesis hasn’t changed.

These 7 stocks remain integral to AI infrastructure:

$IREN $NBIS $VRT $MU $AVGO $ASML $VST

The market hasn’t caught on to $VST yet but it will. Currently trading in the 140s.

The next layer is application. This is where $PLTR and $TSLA will shine.


$AMD will not compete with $NVDA it will share a portion of Nvidia's market

Summary: Both NVDA and AMD benefit as AMD takes a slice of the AI/GPU market rather than displacing Nvidia.

@antibearthesis Agreed. $AMD will not compete with $NVDA it will share a portion of Nvidia’s market.


Summary: Bullish IREN: $40 support retest sets up next leg higher; one catalyst away from a short squeeze toward $48+ breakout.

$IREN - $40 remains the challenge.

$40 was our line of support. It flipped to resistance.

Getting back above $48 confirms the breakout. But first finding support at $40 again would go a long way to setting up the next move higher.

We are one headline or catalyst away from a euphoric short squeeze.


Ain't no way you leaving $IREN out of this quadrant Mike

Summary: Argues IREN belongs in the AI infrastructure breakout basket alongside NBIS/CRWV/CIFR; implied bullish.

@MrMikeInvesting Ain’t no way you leaving $IREN out of this quadrant Mike 😮

Your next chance to get rich is here…

If you missed the recent squeeze in Photonics or Memory names then pay close attention to this sector.

AI infrastructure is next.

This breakout will be lead by these 3 names:

$NBIS ($330+ PT)
$CRWV ($310+ PT)
$CIFR ($34+ PT)

Thread…🧵 https://t.co/BHrfsb2LeB


Summary: Trimmed NBIS, sees $165 if $195 breaks; rotated proceeds into IREN.

@investwithsheng Agree. I trimmed some recently and moved to $IREN . If $195 breaks we see $165

$NBIS update

Next buy around $165 - $175

Target $250 - $300 https://t.co/iHCZ7ri81t


Summary: Bullish NBIS; expects significant further upside from current levels.

@UK_Compounder Great average. Lots more to come for $NBIS

@OInvests $98.39 for me! 😍 https://t.co/p8ItOEe5UI


The selloff is a misread. Not a thesis break. ... This is why you held.

Summary: Bullish IREN: NVDA partnership/customer contract, capital-light GPU financing, Mirantis software acquisition, 5GW power portfolio, and $3.1B locked ARR make the post-earnings selloff a misread.

🚨 $IREN Earnings - This was not just an earnings call.

This was a company transformation.

I’ve had time to digest the earnings call and presentation.

Here’s everything you need to know.

Thread 🧵

---

$IREN x $NVDA Strategic Partnership.

5GW of AI infrastructure. Together.

But here’s what matters - NVIDIA isn’t just a partner.

They’re a CUSTOMER.

$3.4B. 5-year contract. 60MW Blackwell at Childress. Locked in. ✅

And they’re paying a 16% premium over the $MSFT contract. $11.3M/MW vs $9.7M/MW.

---

$NVDA received a 5-year warrant to purchase 30M shares at $70.

The market sold off because $CRWV and $NBIS got immediate cash. $IREN didn’t.
Here’s why that’s wrong.

IREN is fully funded for 2026. The warrant was negotiated when the stock was trading in the $40s.

Selling shares at $70 from that position is a significant premium.

The warrant converts as NVIDIA delivers 600,000 GPUs through 2031. IREN doesn’t need the $2.1B until 2027. That’s when the buildout accelerates.

That’s discipline, not weakness.

---

Let’s talk about how $IREN finances GPUs.

The $MSFT deal - $5.8B of GPUs. IREN went out of pocket just 4.5% in equity.

$3.6B raised against the contract itself. $1.93B in Microsoft prepayments.

When your counterparty is a MAG7, lenders queue up at attractive rates.

The $NVDA deal follows the same playbook. This is capital light at scale.

---

$IREN acquired Mirantis for $625M.

Power ✅ Data centres ✅ GPUs ✅ Software & orchestration ✅

1,500+ enterprise customers. $NVDA AI Cloud Ready founding partner. Kubernetes platform built for AI.

SemiAnalysis said: “Excellent physical shell. Lacks the software stack.”

$IREN just answered that.

They’re not just selling compute anymore - they’re managing it end to end.

---

Europe. 🇪🇺

$IREN acquired Nostrum - a Spanish data centre developer.

490MW of grid-connected power. Total secured portfolio now 5GW.

Dan Roberts: “Not just a power acquisition. The establishment of IREN’s European platform.” https://t.co/xAEjBuP1cq

---

Australia. 🇦🇺

2028+ expansion confirmed. Projects advancing toward grid connection agreements.

“The infrastructure demand to service Asia Pacific is enormous and largely unmet. Australia is uniquely positioned to serve it. We intend to be a major part of that story.”
- @danroberts0101 , Co-CEO $IREN

---

Let’s be honest about the miss.

Revenue $144.8M vs $219.3M est. That’s real.

But context matters:

GPU deliveries slipped — Feb → March → April → Late April. You can’t recognise revenue on GPUs that haven’t arrived.

AI revenue of $33.6M reflects commissioning delays. Not a demand problem.

All Prince George and MacKenzie GPUs are now contracted. $3.1B ARR already locked.

ARR always leads revenue in a fast growth phase. $NBIS guides $7-9B ARR with $3.4B revenue. Same structure.

---

The $IREN roadmap.

480MW by end of 2026.

1.21GW by 2027.

5GW by 2030.

$3.1B ARR contracted. $3.7B ARR target by year end.

$NVDA GPU supply secured. Power secured. Deals signed.

The $3.4B NVIDIA compute contract isn’t even counted in the $3.7B ARR. That’s 2027 upside.

---

Why did $IREN give back gains from $72 → $60?

Two reasons:
1.$CRWV had bad cost numbers - whole neocloud sector followed it down.
https://t.co/sn8ZBzEPpp misread the $NVDA warrant as a negative. It isn’t. $IREN is fully funded. The warrant is a 2027 mechanism, not a 2026 dilution event.

The selloff is a misread. Not a thesis break.

---

“Software can be built and acquired. 5GW of power takes time.”

This is why you held.

$IREN - NFA https://t.co/HPfypNdEid


Summary: Bullish IREN; expects next push to $70, with $64 as interim support after consolidation.

$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 $70 at this rate.


Summary: IREN looks poised for an upward move from a coiled position.

@mdc556 $IREN looks coiled https://t.co/jCrGvLAeBN


Summary: Expects ASTS selling pressure to end today, implying a bounce/recovery from here.

@retail_mourinho I agree. Think today likely will be the last major day of selling

$ASTS Prepare for another drop at the open, hopefully the last one.

Wouldn’t be surprised to see it touch $59 at the open and then bounce back from there. https://t.co/NWIoryw7FQ


Summary: Bullish IREN; author ups parent's bullish call, implying even larger upside ahead.

@StockTrader_Max Double? You mean triple.

$IREN Simply textbook price action, its beautiful to watch..

The stock is breaking out, the move this week has been strong but I still think the stock has its best days ahead of it.. 📈

We are in wave 3 right now, This is the most aggressive and strong part of the cycle and I https://t.co/bs5TJkPrQw


Summary: Still bullish on BTC specifically; not keen on other crypto.

@ViralMuzik1989 I still like $BTC but Yh not keen on anything else

@OInvests Tbh gave up on crypto in general, I guess it’s time will come.. but not now


Summary: IREN long targeting gap close ~$64; NBIS bullish near-term after gap fill + EMA support; VRT bullish holding 50 SMA five days running.

These levels hit yesterday for the following:

$IREN - found support at the 20 EMA, would like to now see the gap above be closed around $64

$NBIS - closed the gap at $237 and used 10 EMA as support. Very bullish near term structure.

$VRT - found support at 50 SMA. This is now 5 days using the 50 SMA as support - Bullish.

$PLTR - battling relegation at the 50 SMA for 2 days now.. MA remains curling downwards.

These levels remain areas to keep an eye on today.

Levels to watch if the pullback continues:

$IREN : $59 - This is where 20 EMA sits

$NBIS : $238 - Retest of gap up, 10 EMA sits at $233

$VRT : $314 is where the 50 SMA sits

$MSTR : $100 - $119 - honestly think it’s great at current price tho

$PLTR : $128 - $135 - strong area https://t.co/IQ6orhrpoU


closed the gap at $237 and used 10 EMA as support. Very bullish near term structure.


found support at 50 SMA. This is now 5 days using the 50 SMA as support - Bullish.


Who's ready to see $IREN at $70 this week?

Summary: Bullish IREN to $70 this week.

Who’s ready to see $IREN at $70 this week? https://t.co/tWquWn4Byv

Meanwhile in Germany $IREN https://t.co/IfIp9XWzY5


Summary: Bullish IREN; author wants $50, going greedy beyond the parent's $48 close target.

$IREN: I’m going to be greedy…

$49 is nice but how about $50?? 👀

$IREN : A close above $48 is all I want.

Too much to ask for?


Summary: Bullish MU; claims the current run is structural, not cyclical, despite DRAM price dip.

@zerohedge Interesting but for anyone concerned this $MU run will NOT be cyclical.

DRAM prices dip to 3 month lows https://t.co/M4DZvjX1RZ


Summary: Bullish IREN on vertical integration and speed-to-deployment edge over legacy power providers.

@rg807 Interesting but legacy providers lack vertical integration, software orchestration etc. Companies like $IREN can bypass years of delays of zoning. The key with $IREN is speed to deployment

@OInvests They still aren't winning deals. Here's another loss - Chevron to fuel massive Microsoft data center in Texas using natural gas

https://t.co/tsVPjSKv5C


Summary: Bullish IREN: Mirantis acquisition closes the software-stack gap flagged by SemiAnalysis, adding Kubernetes, cloud infra, and 1,500+ enterprise customers.

🚨 $IREN acquires Mirantis for ~$625M in shares.

Mirantis brings Kubernetes orchestration, cloud infrastructure and enterprise support to IREN’s stack.

1,500+ enterprise customers. $NVDA AI Cloud Ready Initiative founding partner.

Remember the SemiAnalysis critique? “Excellent physical shell. Lacks the software stack.”

$IREN just answered that.

The execution gap is closing fast.

$IREN Announces Acquisition of Mirantis to Strengthen AI Cloud Delivery Capabilities

IREN Limited today announced it has signed a definitive agreement to acquire Mirantis, Inc. (“Mirantis”), a provider of cloud infrastructure, Kubernetes-based orchestration and enterprise


Summary: Good time to buy MSTR now.

@Leo_Traydes This will likely gather engagement but in seriousness this is a very good time to be buying $MSTR NFA

“MSTR is up 50% in the last 3 months 🤯”

Also $MSTR… 😬 https://t.co/BCnpMesKuk


In 2026 $IREN has 5GW secured. The plan was always set. This isn't a forced pivot like many other $BTC miners

Summary: Bullish IREN: 5GW secured vs 750MW 2020 plan shows deliberate data-center strategy, not an opportunistic pivot.

2020: “Iris Energy will build up to 750MW of data centre capacity across multiple global locations.”

In 2020 the plan was 750MW.

In 2026 $IREN has 5GW secured.

The plan was always set. This isn’t a forced pivot like many other $BTC miners

March 2020. 👇
Six years later, the vision is very much alive.
@MichaelDell 👊 https://t.co/HUmeskCUz9


Summary: Long both RKLB and ASTS at current prices; views RKLB execution as superior but sees significant opportunity in both.

@ChairmansLedger Do you own both $RKLB and $ASTS or just one?

Personally I think rocket labs execution has been flawless and the company is stronger.

I do see significant opportunity in both tho, especially at current prices

For those kicking themselves for selling their $RKLB shares today.

You don’t deserve to own it anyway.


I do see significant opportunity in both tho, especially at current prices


Summary: AMD will never threaten NVDA; implied bearish AMD, bullish NVDA on competitive dominance.

@luctduclos @optionscjp $AMD is not a threat to $NVDA nor will it ever be..

@OInvests @optionscjp Then yes it’s because of AMD lmao


Im not trading $IREN I've held a position since early 2025. My thesis behind $IREN is long term.

Summary: Long-term held position in IREN since early 2025; not trading it, holding for the long-term thesis.

@TradeWithAbhaya Im not trading $IREN I’ve held a position since early 2025. My thesis behind $IREN is long term.

A clean break of $46-48 would confirm likely the next leg of the breakout tho

@OInvests i see the similarity but i’m still a bit cautious on chasing it

are you waiting for a clean $46 - 48 break on $IREN or already building a position here?


$VST is my preference of the 2. I think there's more upside potential and purpose within the near term AI power surge

Summary: Prefers VST over the alternative; sees more upside potential in the near-term AI power surge.

@babyfolio No worries. $VST is my preference of the 2. I think there’s more upside potential and purpose within the near term AI power surge


Summary: Expects IREN to hit $70 this week, with further potential to triple digits on a catalyst.

So many new faces speaking about $IREN on X this past month.

Momentum is building.

We should see $70 this week if the US / Iran situation remains as anticipated.

All we need is a catalyst to send us to triple digits. I’m looking at you Claude 👀 https://t.co/hcPFKEY9Ze


I like the look of this setup A LOT. Coiled.. Above $190 and this breaks out.

Summary: Bullish MSTR setup; expects breakout above $190.

$MSTR : I like the look of this setup A LOT

Coiled.. Above $190 and this breaks out. https://t.co/2JhuOZlZkt


Summary: Long IREN, NBIS, VRT as top picks to beat the S&P 500 over the next 5 years.

@GrindeOptions You have more chance beating the S&P 500 over a 5 year period by holding 1 stock. 3-5 stocks is the max. $IREN $NBIS $VRT are my biggest bets.

If you think you can beat the S&P 500 over the next 5 years, what stocks are you beating the index with? 👀


Another nuclear company that looks set to break out is $LEU. Consolidating for nearly 3 months. Chart looks ready. If $OKLO and SMRs are the future - $LEU supplies the fuel.

Summary: Long LEU as the sole US HALEU supplier and key beneficiary if OKLO/SMR buildout proceeds; chart forming breakout after 3-month consolidation.

Another nuclear company that looks set to break out is $LEU.

Centrus Energy. The only US-based company licensed to produce High-Assay Low-Enriched Uranium (HALEU) - The fuel that next generation SMRs run on.

Consolidating for nearly 3 months. Chart looks ready.

If $OKLO and SMRs are the future - $LEU supplies the fuel.

Trump’s Nuclear Renaissance.

Quadrupling US nuclear capacity by 2050 to power AI data centres.

$VST $CEG $OKLO are my favourite companies here.

All three forming bases. All three recently broke above their 50 SMA. https://t.co/62NMIB1mOt


If $OKLO and SMRs are the future - $LEU supplies the fuel


Summary: Bullish on IREN; 'only the start' signals more upside ahead.

Happy Birthday Dan. Time to celebrate $IREN 🍾 🥂 Only the start.

A big day. Earnings call will proceed as scheduled in 20 minutes. $IREN $NVDA

https://t.co/nstrw2Qyvg


Summary: Bullish IREN: deal extrapolation implies its capacity has been underpriced and warrants upward revaluation.

One thing I found interesting is the deals they’ve signed. If we extrapolate it gives us a representation of the value per GW.

It suggests previous deals made by other companies have been significantly underpriced, valuing the potential of $IREN capacity when monetised can therefore be revalued.

$SPCX & the Neo-Cloud Sector

Before getting into why I believe $SPCX could act as a positive tailwind for the broader neo-cloud space, let me first give you my quick take on the newly IPOed stock.

The way I see it, $SPCX is grossly overvalued, trading at an absurd P/S of well https://t.co/Z2O4SKFWSK


Summary: Author ranks IREN first and NBIS second as preferred picks.

@CryptoBankz_65 $IREN first for me, 2nd $NBIS


Summary: Long MU; expects short pullback then gradual climb to $1000.

@30SInvestor Great play with $2MU

Expecting a big of a pullback after today but then a slow and steady gradual climb to $1000 . $2MU would look good if tomorrow pulls back (NFA)

@OInvests l always carry  $MU on spot and $2MU for upward trends;) https://t.co/omdsATQrAV


Summary: Buying 2X leveraged NVDA (undervalued, reclaimed 50 SMA); plans to convert gains into highest-conviction longs IREN, NBIS, VRT, MU.

I’m buying 2X Long $NVDA here. Ticker $2NVD.

Reason? Macro immediate threat has cleared.

Stock has reclaimed the 50 SMA overnight which sits at $208.

$NVDA is severely undervalued at current prices. Whilst leverage shouldn’t be used long term, a steady continual climb enables significant compounding on a 2X product.

I will provide an update when I exit.

Plan is to convert leveraged profits into my highest conviction positions: $IREN $NBIS $VRT $MU

Also watching: $PLTR $VST $MSTR

NFA - leveraged products carry significantly higher risk than ordinary shares.


Plan is to convert leveraged profits into my highest conviction positions: $IREN


Plan is to convert leveraged profits into my highest conviction positions: $IREN $NBIS


Plan is to convert leveraged profits into my highest conviction positions: $IREN $NBIS $VRT


Plan is to convert leveraged profits into my highest conviction positions: $IREN $NBIS $VRT $MU


Summary: Strongly bullish MU; dismisses cyclical bears and calls for much further upside on memory supercycle thesis.

There are still some calling this memory SuperCycle cyclical 😂

It’s going so so much higher $MU

$MU Holy Shit Q4 Guidance

$50 Billion in Revenue
86% Gross Margin
$30.7 EPS

One Quarter. Holy Structural Shit https://t.co/GurtqgvNLl


Summary: Bullish NBIS; analogizes to VRT's post-ATH/S&P 500 inclusion run, warning against taking profits too early.

$VRT went from $40 - $260 in the space of a year.

It then got included into the S&P 500.

Post inclusion the stock ran from $260 - $380 .

Be careful thinking this is the end of the near term road for $NBIS . https://t.co/6eAZW349BD

$NBIS : Is it time to take profits?

I haven’t trimmed yet as the setup still remains strong, having broke previous ATHs on significant volume.

Having said that.. the 50 SMA sits at $197 meaning we are significantly extended here. https://t.co/hRPLYMrqUz


Summary: Expects named equities to rally Monday on Iran peace deal / Hormuz reopening news.

🚨 Time to pop the bottle 🍾

Markets will rip Monday : $IREN $NBIS $VRT $MU 🚀 https://t.co/pj7Hi4eqBY

BREAKING: President Trump says peace deal with Iran is complete and Strait of Hormuz is now open


I'm trying my best here to do the heavy lifting…

Summary: Implicitly long IREN, cheering for a close above $48.

$IREN : I’m trying my best here to do the heavy lifting… https://t.co/b1JBoMjq3R


Summary: Bearish PLTR near-term; expects drop to ~$98 after breaking below 50 SMA.

“Trump mentioned $PLTR it’s going to $300! The software rotation is here”

These were the calls made just a couple weeks ago.

I suggested approaching Palantir with caution when it initially broke above the 50 SMA.

We are now trading firmly below the 50 SMA.

$PLTR is a tremendous company.. but the time is not now.

See you at $98 🫡

$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


Summary: Bullish on IREN and CIFR; ROKU not recognized by author.

@MikeKuczborski $IREN yes. $CIFR will do well. Not heard of $ROKU ?


Bought some $RKLB at close. Reason: Support was found at $100. Stock has used 50 SMA as support 4 days in a row. Nasdaq 100 inclusion on Monday should forced buying pressure.

Summary: Long RKLB; bought at close on $100 support, 50 SMA holding 4 days, and forced buying from Nasdaq 100 inclusion.

These 3 stocks I’m watching very closely:

$RKLB
$ASTS
$PLTR

Cash ready to deploy.

Which is the best opportunity at current prices? https://t.co/spnPGcWeL5


Summary: Bullish IREN on Microsoft data center deal momentum accelerating.

@danroberts0101 On track with more underway.

Old Irene about to put her foot on the gas ⛽

Horizon 1-4 for Microsoft coming together.

First 200MW - more underway. $IREN https://t.co/unwbBZvkuR


Summary: Tentatively bullish MSFT near potential bottom; watching for confirmation above $390 resistance.

@Mariusz_Invest Wait for confirmation first. Resistance sits at $390 for $MSFT . Does look to be a great opportunity potentially coming here soon tho

If this is the bottom for $3MSF, there’s a massive recovery ahead. 📈

I have  1.5% port position here. NFA.

#Microsoft #Trading #MSFT https://t.co/AnA3hrN7aT


Summary: MU and VRT seen as two of the best upcoming market opportunities after outsized declines today.

$MU / $VRT : My eyes are drawn to you.

Definitely starting to look like 2 of the best opportunities in the market soon.

They are falling more than most today. https://t.co/vWerJlUnEs


Summary: Long-term thematic longs on AI bottleneck plays: IREN (power), VRT (cooling), NBIS (cloud infra), MU (memory).

I’m a long term investor who invests through thematic cycles.

Currently AI bottlenecks present the greatest asymmetric opportunity.

Power - $IREN
Cooling - $VRT
Cloud infrastructure - $NBIS
Memory - $MU

But I have a new idea.

A separate public portfolio - starting with £5,000 - with the goal of flipping it to £50,000.

Actively traded. Technically driven. Every setup shared publicly in real time.

Would you be interested in following this? 👇


The hidden $MU that no one sees. Me and @Aktiehedonist have been covering this since early 2025. Wild how ppl don't understand the significance of cooling

Summary: Bullish VRT as an underappreciated compounder on data-center cooling significance; covered since early 2025.

@asianinvestors The hidden $MU that no one sees. Me and @Aktiehedonist have been covering this since early 2025. Wild how ppl don’t understand the significance of cooling

Just been digging into $VRT and it is just such a good stock to buy for compounding. It's definitely a money maker the next 2-3 years

But it's priced to absolute perfection. Will be looking to enter if it comes down 20-25%


Summary: Bullish IREN; $120 target will be reached sooner than the parent's 5-year timeline.

@InvestFreedom05 5 years?? We’ll be $120 way before then

$IREN will be a $120 stock in 5 years….

*BOOKMARK THIS* https://t.co/TJOdRJFh8k


Summary: Long NBIS to $350 on index inclusion momentum; conditionally bullish IREN pending capacity-to-revenue conversion.

@investing_girl I’m not so sure it is. Index inclusion for $NBIS means the run will likely continue. I can see $350 before the pullback /rotation. Realistically $IREN need to show capacity being reflected in revenue come future earnings. Monetisation of capacity is essential


$IREN need to show capacity being reflected in revenue come future earnings. Monetisation of capacity is essential


Summary: Long IREN as physical infrastructure winner of AI buildout; hyperscalers (META/AMZN/MSFT/GOOGL) absorb exponentially rising power costs, implying margin pressure.

AI gets incrementally cheaper over time.

Cheaper use case = increased utilisation.

The grid is capacity constrained.

Power gets exponentially more expensive.

That cost is directly absorbed by the hyperscalars ( $META , $AMZN , $MSFT , $GOOGL )

Those holding the physical infrastructure to enable this buildout will be very profitable.

This isn’t a difficult equation.

$IREN wins.

NFA


Summary: Long IREN: break above $46 with improving macro opens path to $60 within weeks.

$IREN at $44.49.

Break and hold above $46 with an improving macro environment and $60 is on the table within weeks.

That’s where we hit our head. $46 then gets tested as support and becomes the next base.

One level. One catalyst. Watch $46. https://t.co/l3CO9Mv6vF


Summary: IREN has more upside potential from here than NBIS.

@philipp317 Both will do well but $IREN certainly has more upside potential from here

@OInvests Lol Glad I bought NBIS instead of this one


Beat and raise. Again. The thesis for AI infrastructure has never been stronger.

Summary: NVDA beat-and-raise with accelerating AI infra thesis; tags IREN, NBIS, MU, VRT as implied beneficiaries.

🚨 $NVDA Q1 FY2027 - Beat and raise. Again.

EPS: $1.87 vs $1.76 est ✅

Revenue: $81.6B vs $78.85B est ✅

Data Centre: $75.2B - +92% YoY ✅

Networking: $14.8B - +199% YoY -heightened demand for interconnects tied to full Blackwell rollout ✅

Free Cash Flow: $48.55B - +86% YoY ✅

Q2 Guidance: $91.0B vs $87.09B est ✅

Vera Rubin on track for Q3 2026. ✅

Dividend increased 25x - from $0.01 to $0.25. $80B buyback authorised.

Jensen Huang: “The construction of AI factories - the largest infrastructure expansion in human history is accelerating at an astonishing pace.”

Stock slightly down after hours. Classic sell the news.

The thesis for AI infrastructure has never been stronger.

$IREN $NBIS $MU $VRT

NFA


This is the milestone I've been waiting for. They have yet to miss one. Deals will follow. The execution speaks for itself.

Summary: Bullish IREN: Sweetwater 1 energized ahead of schedule, full 2GW campus on track, execution record strong, deals expected to follow.

🚨 $IREN - Sweetwater 1 has been successfully energised.

This is the milestone I’ve been waiting for.

1.4GW substation now connected to the ERCOT grid. Power is flowing. Construction and hardware deployment phase begins.

Note: energised ≠ operational. Data halls are in phased construction. But this is the green light.

Context: 30-50% of planned AI data centre projects for 2026 are facing significant delays. Power grid constraints, transformer shortages, community opposition.

$IREN brought Sweetwater 1 forward from October 2026 to April 2026. Hit the new deadline.

They have yet to miss one.

Sweetwater 2 (600MW) follows - energisation targeted late 2027. Grid connection agreement already signed.

Full 2GW Sweetwater hub. Being built in stages. On schedule.

The $9.7B Microsoft deal is at Childress. Sweetwater is the next chapter.

Deals will follow. The execution speaks for itself.

Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus.

@danroberts0101, Co-Founder and Co-CEO of $IREN commented:

“Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, https://t.co/aSXem2EGnV


The ambition isn't to be a data centre company. The ambition is to be the global compute platform of the AI era.

Summary: Bullish IREN: transitioning to platform company with compounding infrastructure, NVDA partnership, and global expansion; 30-month execution window is the key catalyst.

@danroberts0101 published a thread surrounding the $IREN thesis on Thursday.

I’ve had time to digest it. Here’s what it means for investors. 🧵

---

$IREN is no longer positioning itself as an asset company.

It is becoming a platform company.

The difference matters enormously for valuation.

Asset companies - linear relationship between input and output.

Platform companies - network effects, ecosystem stickiness, compounding cross-layer capabilities.

Once you enter the platform paradigm, the valuation ceiling is completely different.

This is the target state - not yet fully achieved. Execution over the next 30 months determines whether the platform premium is justified.

---

Three layers. Eight years of building. One compounding advantage.

Layer 1 - Power, land, substations, data centres. Owned and controlled. Built before it was obvious.

Layer 2 - GPUs deployed at scale. Revenue generating now.

Layer 3 - Software and orchestration via Mirantis. The compound multiplier.

“The foundation you don’t control becomes the ceiling on your business.”
- @danroberts0101

---

The most powerful idea in Dan’s thread:

Compute doesn’t just satisfy demand. It creates demand.

Build more highway lanes and you don’t just move the cars already queuing. Entirely new trips get made. New suburbs built. New businesses open. New industries restructure.

AI compute behaves exactly the same way.

In 1943 the chairman of IBM estimated a global market for “maybe five computers.” He looked at existing workflows and forecast linear demand. He couldn’t conceive of the software industries, internet economies and digital worlds those five computers would eventually spawn.

None of today’s AI use cases existed in any demand forecast. They only became conceivable once the compute existed to make them viable.

This isn’t a commodity build. It’s the construction of the digital land upon which tomorrow’s industries will be built.

---

Amazon didn’t win e-commerce by building a great website.

They built an irreplicable heavy-asset system first. Global warehousing, logistics, servers, electricity, networking.

Then they abstracted AWS from those underlying assets.

The true winners of AI Cloud won’t be the smartest people at the software layer.

They will be whoever first controls global physical AI infrastructure.

$IREN has been building that layer for eight years.

---

The $NVDA partnership isn’t just a contract.

It’s $IREN becoming one of the global physical deployment platforms for NVIDIA’s DSX architecture - the future standard for AI factories.

$3.4B. 60MW. Air-cooled Blackwell at Childress.

They win as IREN scales. IREN scales faster with NVIDIA aligned alongside.

Every frontier model runs on NVIDIA.

They now have a direct economic interest in IREN’s operational success.

---

This is the most urgent part of Dan’s thread.

The window to become an AI platform company is rapidly closing.

Power resources are finite. Substations are finite. Grid connections take years. GPU allocation is finite.

Once the network effect forms - latecomers won’t struggle to catch up.
They will be fundamentally incapable of catching up.

The industry structure will crystallise within the next 30 months.

This window is a one-time event.

---

$IREN’s potential power pipeline is several times larger than 5GW.

Texas. British Columbia. Oklahoma. Spain. Australia.

Every customer type. Every use case.

Europe is significantly underserved. Asia Pacific is home to 60% of the world’s population with an infrastructure deficit to match.

$IREN is building the infrastructure layer that serves all of it.

---

When people think online shopping they think $AMZN.

When people think social media they think $META.

When people think search they think $GOOGL.

When people think soft drinks they think Coca-Cola.

When customers need compute - $IREN wants to be the first thought.

That’s the Awaken acquisition in one sentence.

Within a single month $IREN has:

⭐ Acquired Mirantis to build the software layer

⭐ Acquired Nostrum to lock down European physical footprint

⭐ Acquired Awaken to wrap the entire platform in a global brand narrative
Software stack. Physical real estate. Brand engine.

The ambition isn’t to be a data centre company.

The ambition is to be the global compute platform of the AI era.

---

@danroberts0101 has spent eight years building Layer 1 before anyone else recognised its value.

Layer 2 is generating revenue now.

Layer 3 has just begun.

“AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.”

The execution phase that defines the next 10-20 years happens in the next 30 months.

$IREN

NFA


I like the new base we are forming. Who's ready for liftoff?

Summary: Bullish IREN; sees a new base forming and expects upward move.

$IREN : I like the new base we are forming.

Who’s ready for liftoff? 🚀 https://t.co/yg0QeDlhnv


Summary: Dismisses liquidation fears; confident MSTR continues to perform well.

32. Bears were suggesting liquidation due to selling 32 $BTC 🤣 $MSTR will do just fine.

Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H


Summary: Long VST, IREN, VRT for 3-year outperformance on power generation and cooling bottleneck thesis.

3 stocks I think will massively outperform the market over the next 3 years:

$VST - Power Generation and Electricity supply via natural gas, nuclear, solar and battery storage systems. 44 GW Capacity.

$IREN - 5.8 GW of secured, grid-connected power capacity

$VRT - Power management and thermal cooling. $15B order backlog.

Yes I’m bullish on the power and cooling bottleneck.


You do not want to miss the next run on $IREN. This is only the first innings. $IREN is still warming up.

Summary: Bullish IREN; the recent run is just the start, more upside ahead.

If you missed the run on $IREN

You do not want to miss the next run on $IREN

This is only the first innings.

$IREN is still warming up.


Summary: Long IREN; sees it as coiled spring with most upside potential by EOY.

@BlackPantherCap Yeah very hard call but I agree from here $IREN has the most upside potential.

$IREN remains a coiled spring with share price compression whereas $NBIS has broke out

@OInvests Tough to say man. But I think $IREN will have most upside EOY


Summary: Bearish PLTR with $98 downside target; stock now below 50 SMA after cautious call weeks ago.

$PLTR : I am watching you 👀

We have a date booked at $98

See you there. https://t.co/VmQ9fxLoEl

“Trump mentioned $PLTR it’s going to $300! The software rotation is here”

These were the calls made just a couple weeks ago.

I suggested approaching Palantir with caution when it initially broke above the 50 SMA.

We are now trading firmly below the 50 SMA.

$PLTR is a https://t.co/AfpE7ZSBUk


Summary: Bullish IREN; setup still looks strong with 50 SMA at $51 as key near-term support.

$IREN : Maybe this wasn’t the last time😅

Setup still looks strong regardless.

50 SMA sits at $51 - holding onto this is important for near term direction. https://t.co/wAaOrm02Hf

$IREN : I’ll say it 1 last time…

Setups like this do not last long.

Triple digits 🔜 https://t.co/HyvREwlG5R


Summary: Sees NBIS reaching $200 as possible before any pullback to $135.

@KennyZufall Yep as much as I think $NBIS can retract to $135 I don’t see $200 first an impossibility

@OInvests Sounds like a solid plan. When my $SOFI position double-topped last year, I sold longer CCs and trimmed a bit to hedge, and I'm glad I did. But I was much more familiar with its propensity to do major pullbacks after run-ups, having been an investor since 2022.

The data center


Summary: Long BTC and MSTR hard into 2027-28 as AI profits rotate into scarce crypto; also long IREN, NBIS, MU, VRT as early-innings AI infrastructure plays.

History shows that when a major technological revolution matures - capital rotates.

Railway boom profits rotated into land and gold.

Internet boom profits rotated into real estate and commodities.

AI revolution profits will rotate into the hardest scarcest asset on earth.

21 million coins. Fixed forever.

$BTC is the destination.

---

AI infrastructure stocks are in the early innings.

$IREN $NBIS $MU $VRT are building the foundation of the intelligence age.

The profits from that revolution haven’t rotated yet.

But they will.

My bet - crypto winter ends late 2026.

$BTC and $MSTR run hard through 2027 and 2028.

---

$BTC won’t fail because the problem it solves isn’t going away.

The money printer isn’t stopping.

The debt isn’t shrinking.

The AI profits haven’t rotated yet.

But when they do - there are only 21 million coins.

NFA https://t.co/kmpYLRCZn0


$BTC and $MSTR run hard through 2027 and 2028.


$IREN $NBIS $MU $VRT are building the foundation of the intelligence age.


Summary: Acknowledges ASTS upside but prefers RKLB as the cleaner space-economy long.

@NIT_THE_TRIT $ASTS does have significant upside potential as does the space economy but it does present a lot of risk. I would prefer to hold $RKLB as a play on space economy


I would prefer to hold $RKLB as a play on space economy


Summary: Author holds NBIS (still in) but now prefers IREN as the buy at current levels.

@philipp317 @BitcoinAIGuy That’s great, congrats.

I’ve been in $NBIS since 30s and still in now.

Rn 100% I’d rather buy $IREN

@OInvests @BitcoinAIGuy I did @ $45 all the way to $118

While ya’ll screaming “ buy Iren “

🤷🏽♂🤦🏽♂

Ill say it again.. Id rather buy NBiS


I've been in $NBIS since 30s and still in now


The same can be seen for $IREN once monetisation of capacity translates to revenue in quarterly earnings. the moment we have an earnings that exceeds expectation we will jump significantly

Summary: Long IREN: expects a significant jump once capacity monetisation shows in earnings and results beat expectations.

$NBIS chopped for a while before it passed $100. Once it did, it was almost like a pass go moment. Consecutive gap ups post earnings/deals resulted in $NBIS passing $100

The same can be seen for $IREN once monetisation of capacity translates to revenue in quarterly earnings.

The past 2 earnings have been weak, but the moment we have an earnings that exceeds expectation we will jump significantly

@OInvests @midlevelcruiser @cantonmeow Agreed.  Any sniff of positive news and we test ATH.  Really good news and it looks like catchup trade to $nbis


Summary: Bullish IREN on its digital-twin validation approach for 50K+ Blackwell Ultra GPU deployment, framed as frontier-level execution.

🚨 $IREN x BE Networks x $NVDA DSX Air.

IREN is using NVIDIA DSX Air to simulate and validate the network architecture for its upcoming deployment of 50,000+ Blackwell Ultra GPUs.

Before a single GPU is physically deployed - IREN builds a digital twin of the entire AI cloud environment to validate network topologies, test automation workflows and eliminate issues before they impact production.

Denis Skrinnikoff, CTO of IREN: “By combining NVIDIA DSX Air with BE Networks’ automation expertise, we can validate critical design decisions before deployment, reduce integration risk and bring customer capacity online with greater confidence.”

Simulate first. Validate at scale. Deploy with confidence.

This is what execution at the frontier looks like.

NFA


$IREN is building a global powerhouse for AI infrastructure. This won't be an overnight success - it's a series of projects that take years to complete. Patience will be rewarded.

Summary: Long IREN on multi-year AI infrastructure buildout thesis; urges patience as monetisation of capacity is pending.

Sentiment often shifts when price action becomes unfavourable.

The main reasons sentiment is low right now:

1/ A significant amount of time has passed since the last deal. I’ll be making a post later on why delaying deals isn’t necessarily a bad thing.

2/ “Comparison is the thief of joy” - many watch $NBIS YTD and question why $IREN has been pinned below $70.

It’s fair. But when you zoom out and look at what’s been built in the background it makes sense why monetisation of capacity is pending.

Deals take time. Construction takes time. Switching from energisation to operational takes time.

Patience is a skill within investing.

“The stock market is a wealth transfer from the impatient to the patient.”

$IREN is building a global powerhouse for AI infrastructure. This won’t be an overnight success - it’s a series of projects that take years to complete.

Use this longer weekend to reflect on the positions you hold. Do a little deeper research into $IREN’s long term vision if doubt is kicking in.

Patience will be rewarded.


Summary: Bullish IREN as a beneficiary of Jensen's $80B–$100B/GW AI data center buildout thesis.

@StockSavvyShay What about 5GW ?

Ohhhh boy $IREN https://t.co/aa8Sh7LJrn

$NVDA CEO Jensen Huang says future AI data centers could cost $80B to $100B per gigawatt. https://t.co/xb5nNEw5Jb


Summary: Bullish IREN; warns most investors will miss the move by selling too early.

@Aktiehedonist Sometimes ppl let go to soon of the one that got away tho… $IREN will be the one move most will miss

@OInvests Other opportunities. $IREN have rewarded me well but sometimes I got to let go off some stocks.


Summary: Bullish PLTR long-term but expects further correction before buying.

@HKIStrategies Yeah agreed. Long on $PLTR but not buying yet

@OInvests In the long term, I really love $PLTR.

I do think they will correct further, though. https://t.co/JRMokQQlSN


Summary: Plans to add to IREN, NBIS, VRT, MU on further pullback; looking to build 1-2 of RKLB, ASTS, PLTR, KRKNF, VST; DCA MSTR below $100.

If the market continues to pull back, this is my exact plan:

Add to position:

$IREN
$NBIS
$VRT
$MU

Build position (This is a list of where I’m looking to build not opening multiple positions. Likely 1 or 2 of this group to be added):

$RKLB
$ASTS
$PLTR
$KRKNF
$VST

DCA:

$MSTR - potentially will start DCA below $100

What are you looking to add or build?


industry='Scientific & Technical Instruments'


$MSTR - potentially will start DCA below $100


Summary: Bullish on IREN, NBIS, MU, and MSTR with large price targets by 2028, implying a 5x portfolio gain.

Wake up: It’s 2028

$IREN just hit $300 a share
$NBIS just hit $500 a share
$MU just hit $1500 a share
$MSTR just hit $500 a share

Your $100,000 portfolio is now worth $500,000 https://t.co/cUmSwlIC6o


$IREN and $MU aren't just AI plays. They're essential infrastructure. Both are structurally scarce. Both are permanently in demand.

Summary: Long IREN and MU as essential, structurally scarce infrastructure for power and memory in a permanent digital supercycle.

This is why $IREN and $MU aren’t just AI plays.

They’re essential infrastructure.

Power and memory are the two physical constraints that no amount of software can engineer away.

You can’t train a model without memory.

You can’t run a data centre without power.

Both are structurally scarce. Both are permanently in demand.

---

The supercycle isn’t a boom.

It’s a permanent expansion of the digital economy.

$IREN $MU

NFA https://t.co/Z1RMDLPFHG


Summary: Wants to buy PLTR but expects a dip first before deploying cash.

@DeepValueBagger Align with both, thanks. Not looking to exit but I have cash ready to deploy currently. $PLTR would be the 3rd for me but I expect lower prices first.


That wasn't retail. That was institutional money moving.

Keep that in mind.

Summary: Bullish IREN: record institutional-volume Friday signals smart money accumulating despite dilution concerns.

Worth noting.

Friday’s volume : 110.5M shares. Highest in $IREN history. 187% above the 3 month average.

That wasn’t retail. That was institutional money moving.

Keep that in mind.

$IREN announces $2B convertible notes offering. Up to $2.3B with overallotment.

Due December 2033. Stock down ~10% on dilution concerns.

Here’s what you need to know.

Capped call transactions are in place - designed to reduce dilution between the conversion price and the cap https://t.co/4evsHDgSLH


Who's ready for the catapult effect to take us to $100+

Summary: Bullish IREN with a $100+ price target based on chart setup.

$IREN : Chart looks great.

Who’s ready for the catapult effect to take us to $100+ ? https://t.co/BrGdePjJCa


Summary: MU and VRT most assured bets through 2028; IREN and NBIS highest upside potential.

@sssz_zzz $MU and $VRT are the most assured bet through 2028 but $IREN and $NBIS have the highest upside potential

@OInvests I’d feel safest in MU but think NBIS has the highest potential


$IREN and $NBIS have the highest upside potential


Summary: Still wants to buy MU; contrarian long amid crowd disinterest.

@Investinc_Intel I want to buy $MU still.

I do not want to buy $HOOD $ZETA or $HIMS

In 2025 nobody wanted to buy $SNDK or $MU

In 2026 nobody wants to buy $SOFI, $HOOD, $ZETA, or $HIMS

Stop following the crowd! https://t.co/hk1DZP6wbD


Summary: Both MSTR and IREN due for parabolic runs over the next 12 months.

$MSTR and $IREN are both due to go on parabolic runs 🔜

Which has higher upside potential over the next 12 months? https://t.co/jHCkEBzPir


Summary: Bullish MSFT long-term despite near-term software sector weakness.

@UK_Compounder $MSFT will be more than fine in the future.

Software stocks are just taking a hit lately.

I've posted about some well-timed buys recently, such as $SOFI and $ONDS, which both experienced a great bounce almost immediately.

So, in the spirit of balance, I thought I'd share a poorly timed buy. Now, I'm not concerned as $MSFT is a long-term hold for me. However, I https://t.co/uHSSwiQBdM


Summary: Would pick NVDA and AMZN as top Magnificent 7 buys today.

@antibearthesis Hard to pick one but my 2 would’ve $NVDA and $AMZN

If you could only buy ONE Magnificent 7 stock today…

Which one are you picking? https://t.co/unEjPNqr2v


Summary: NVIDIA's $70 strike right to purchase 30M IREN shares sets a price floor; bullish on IREN following strategic partnership confirmation.

$IREN : $70 is the new floor.

$NVDA just validated it.

🚨 $IREN x $NVDA : Strategic Partnership confirmed.

5GW of AI infrastructure. Together.

NVIDIA issued a 5-year right to purchase 30M shares at $70 - up to $2.1B potential investment.

Sweetwater campus in Texas - flagship deployment for NVIDIA’s DSX architecture.

Jensen Huang: https://t.co/z7x2lxVBQx


They'll miss the 30% singular day candle. Then they'll miss the run up to $200 +

Summary: Strongly bullish IREN; expects a 30% single-day pop and a subsequent run to $200+.

@CrusadeInvest They’ll miss the 30% singular day candle. Then they’ll miss the run up to $200 +

All good though… let them be sidelined. They can join the $IREN fomo later

I've talked to HNI that love the data center plays but refuse to invest in $IREN until they "prove it". They want to see the earnings come in and until it does. They're staying sidelined, but fully admit they'll jump in when it is "de-risked". There are many individuals and


Summary: NVDA cheaper on growth-adjusted basis (24x fwd P/E, 0.7–1.0 PEG, 75% margins) vs AMD (42x, 1.0–1.5 PEG, 54% margins); implicitly bearish AMD relative valuation.

I like $AMD don’t get me wrong… but…

The “priced in” argument falls apart on the numbers.

$NVDA forward P/E: 24x. $AMD: 42x.

PEG ratio: NVDA 0.7–1.0 vs AMD 1.0–1.5. Lower = undervalued relative to growth.

Gross margins: NVDA 75% vs AMD 54%.

On a growth-adjusted basis - $NVDA is cheaper.

@OInvests Yes I can confirm you are crazy 😅

$NVDA is price has already priced in their massive growth that’s why their market cap is $5T +

$AMD on the other hand has not had their future growth priced in and are sitting on a tiny $570B market cap….

In addition, Nvidia will start to


Note the volume. It's increasing, not decreasing. Earnings tomorrow (Thursday 7th)

Summary: Bullish IREN into earnings; rising volume over past 3 days flagged as positive signal.

$IREN : Note the volume.

It’s increasing, not decreasing.

The past 3 days 👇

Earnings tomorrow (Thursday 7th)

NFA https://t.co/bL41J5NCdf


Summary: Bullish IREN: 50 SMA held, selling volume dropped, setup intact; bounce to new highs would confirm 3rd higher low and price discovery.

$IREN : The setup has not broke.

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

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

Each time so far we have bounced to the upside.

Does that mean it will happen again? No.

What did we see yesterday tho?

50 SMA held at $51

Selling volume reduced.

If we bounce here to the upside and create a higher high then not only does it confirm a 3rd higher low but it would mean price discovery to the upside.


Summary: Expects NBIS to pull back to $135 retest before potentially reaching $170s, after resistance at $154.50.

$NBIS : 10%+ day today.

Driven by the Eigen AI acquisition announcement.

Resistance met at $154.50 - previously support, now potentially flipped.

Not unlikely to see a retest of $135 before the $170s. https://t.co/9fYRONO6wg


This is severely undervalued and falls under the power generation thesis that will remain a bottleneck for years to come. This would be a great spot to add or build a position

Summary: Long VST: severely undervalued power generator; $100–$120 support zone is a good entry to build a position.

$VST is another stock becoming hard to ignore.

This is severely undervalued and falls under the power generation thesis that will remain a bottleneck for years to come.

Price wise a break of $130 sees support land anywhere between $100 - $120.

This would be a great spot to add or build a position (NFA)


Summary: Bullish IREN on Nostrum acquisition close; 490MW Spain power + global AI infrastructure expansion underway.

$IREN has officially completed the Nostrum acquisition.

490MW of secured power in Spain. Europe entry confirmed.

Dan Roberts: “Europe is one of the largest and fastest-growing markets for AI infrastructure. Spain is among its most compelling entry points - abundant renewables and strong fibre connectivity.”

The global platform is being built in real time.

North America. Europe. Asia Pacific.

Where next? Time to conquer the world. 🌍

$IREN

NFA

Our vertically integrated AI Cloud platform has arrived in Europe.

Today, IREN announced it has completed the acquisition of Nostrum Group, adding 490MW of secured power in Spain to serve global demand for AI compute.

“Europe is one of the largest and fastest-growing markets https://t.co/IjoCRY4SC2


Summary: Endorses IREN as undervalued vs neocloud peers.

@DollarCostAvg @marksotoges Very. Especially compared to the other neoclouds

@OInvests @marksotoges I agree with that. $IREN is undervalued.


Summary: Bullish AMD on CPU business; dismisses GPU competition with NVDA but sees AMD as a strong CPU play.

@Fai5alAld0sar1 I don’t think $AMD is a competitor to $NVDA GPU space. $AMD is a great bet on the CPU front tho

@OInvests AMD is releasing chips that are alternatives to NVDIAs blackwell + AMD is aggressively expanding into the data center space with an open environment allowing designers to customize the data center.


$98 is coming. I've been out since $180s and called this for months. Bookmark this. Sub $100 is coming before the next leg.

Summary: Bearish PLTR: targets sub-$100 / ~$98 before any next leg up, after exiting at $180s.

$PLTR : $98 is coming.

I’ve been out since $180s and called this for months.

Bookmark this. Sub $100 is coming before the next leg. https://t.co/aysTZOuSYc


$IREN targets $4.4B ARR... The $3.4B NVIDIA contract was signed. The hardware is now ordered. The site is ready. All that remains is commissioning.

Summary: Bullish IREN: $1.6B Dell hardware deal secured to service $3.4B NVDA contract; ARR set to jump $3.7B→$4.4B once Childress site commissioned in early 2027.

🚨 $IREN targets $4.4B ARR.

Here’s what just happened.

$IREN signed a $1.6B purchase agreement with Dell for air-cooled Blackwell systems - GPUs, servers, storage, networking and full integration.

This hardware services the previously announced $3.4B $NVDA managed services contract.

Deployment at Childress, Texas. Commissioning early 2027.

Once commissioned - ARR jumps from $3.7B → $4.4B .

The $3.4B NVIDIA contract was signed.
The hardware is now ordered. The site is ready.

All that remains is commissioning.

@danroberts0101 : “Hyperscalers, enterprises and developers choose IREN because we own and control the full stack - the physical infrastructure, the compute, and the operational capability to deploy at scale.”

@danroberts0101 : “Every deployment we complete makes the next one faster. That compounding execution advantage is what we are building.”

Time-to-compute is everything. $IREN is accelerating it.

NFA

---

Source below:

https://t.co/FafDu5H4J1


$NVDA is using the 50 SMA as support. Bullish despite today's price action. Thesis intact.

Summary: Long NVDA; 50 SMA holding as support, bullish thesis intact despite recent price action.

$NVDA is using the 50 SMA as support.

Bullish despite today’s price action.

Thesis intact.

I’m buying 2X Long $NVDA here. Ticker $2NVD.

Reason? Macro immediate threat has cleared.

Stock has reclaimed the 50 SMA overnight which sits at $208.

$NVDA is severely undervalued at current prices. Whilst leverage shouldn’t be used long term, a steady continual climb enables https://t.co/tT2w47l6zn


Summary: IREN reclaimed $40 support; targeting $47 next.

$IREN : looks like we got the close above $40.

All eyes on $47 now. https://t.co/DXIlhBM6gf

$IREN - $40 remains the challenge.

$40 was our line of support. It flipped to resistance.

Getting back above $48 confirms the breakout. But first finding support at $40 again would go a long way to setting up the next move higher.

We are one headline or catalyst away from a https://t.co/ydzTXS5G70


Summary: Bullish SOFI on improving chart structure; trading above 50 SMA with resistance at $20.

$SOFI : chart starting to look good.

Trading above the 50 SMA

Resistance should be met at $20 https://t.co/Mqu7Srl4LJ


Summary: Bullish DELL on expected further AI cloud deals following IREN agreement; sees this as a precursor to more.

@IREN_Ltd This is the precursor for future deals.

With $DELL streamlining the process of end to end integration, I expect further deals to be announced shortly.

Congrats team $IREN.. 1 more piece of the puzzle filled.

IREN has entered into a $1.6bn purchase agreement with Dell for air-cooled Blackwell systems to support its previously announced 5-year, $3.4bn managed services AI cloud contract.

The systems are expected to be deployed across existing data centers at Childress, Texas, with https://t.co/JtFfuE4NqW


Summary: Author endorses holding both IREN and NBIS as the smart-money trade.

@IRENCIFR The smart kids hold both $IREN and $NBIS 👀

@OInvests Pure price momentum, the smart kids in the back of the room are buying $IREN and $CIFR.


Summary: Author identifies price levels as exceptional buy opportunities across nine names including RKLB, VRT, PLTR, NBIS, MSTR, KRKNF, IREN, AAOI, and ASTS.

These are the levels I’m watching 👇

$RKLB - $78 (instant buy in the 70s)
$VRT - $270
$PLTR - $98
$NBIS - $208-$220
$MSTR - $70s
$KRKNF - $4.60
$IREN - $43
$AAOI - $115-$125
$ASTS - $50s

If you have conviction, majority of these are exceptional buys at current prices.

Are you watching or buying any of these? 👇


Summary: Stay long PLTR despite YTD underperformance; thesis requires patience.

AI Infrastructure YTD vs $SPX:

$NBIS +83.81% 🟢
$VRT +81.55% 🟢
$MU +44.96% 🟢
$IREN +11.71% 🟢
$NVDA +5.03% 🟢
$PLTR -14.95% 🔴
$SPX +2.67%

The infrastructure layer is doing the work.

$PLTR is the outlier but the thesis there is patience. https://t.co/M9cv93CLhF


Summary: Long KRKNF; Nasdaq uplisting catalyst expected to drive momentum later this year or into 2027.

@Adam87515318 @ZaStocks Whole markets down today. $KRKNF won’t get recognition it deserves whilst OTC . Anduril likely doesn’t IPO this year imo but Nasdaq uplisting for kraken + anduril IPO should lead to the stock picking up momentum later this year or into 2027

@OInvests @ZaStocks Whys it down 6 percent


Summary: Long VST, CEG, OKLO as top plays on US nuclear capacity expansion to power AI data centres; all three basing and breaking above 50 SMA.

Trump’s Nuclear Renaissance.

Quadrupling US nuclear capacity by 2050 to power AI data centres.

$VST $CEG $OKLO are my favourite companies here.

All three forming bases. All three recently broke above their 50 SMA. https://t.co/62NMIB1mOt


Summary: Bullish ASTS below 200 SMA on historical pattern of sharp recoveries within ~14 trading days; $50s possible first.

$ASTS : Looks very appealing here.

On average $ASTS has lasted 14 days below the 200 SMA since January 2025 each period it has fallen beloW.

Today will mark the 6th day.

The 200 SMA sits at $81

ATH at $133 was just over 1 month ago.

$50s are possible first though. https://t.co/2znoDNz7Dc

$ASTS is currently trading below its 200 SMA.

Since January 2025 this has happened three times.

Average duration below the line: 2 weeks.
Maximum duration: 14 trading days.

Each time it has recovered sharply.

Early 2025 : ~12 days below. Recovered strongly.

Mid 2025 : ~8 https://t.co/2yKiGPlEZ9


I like this picture A LOT. Let's see you shining $IREN 👑

Summary: Bullish on IREN; expresses strong enthusiasm for its outlook.

@LandoInvests I like this picture A LOT. Let’s see you shining $IREN 👑 https://t.co/BP9CD8pedD


Summary: Bullish on IREN, NBIS, VRT, and MU as multi-year holds through 2028.

Life will be great in 2028 for those who held:

$IREN
$NBIS
$VRT
$MU https://t.co/RUNHL3pfn2

Wake up: It’s 2028

$IREN just hit $300 a share
$NBIS just hit $500 a share
$MU just hit $1500 a share
$MSTR just hit $500 a share

Your $100,000 portfolio is now worth $500,000 https://t.co/cUmSwlIC6o


Life will be great in 2028 for those who held: $NBIS


Life will be great in 2028 for those who held: $VRT


Life will be great in 2028 for those who held: $MU


Summary: Currency debasement forces institutional capital into hard assets; bullish gold and crypto as stores of value vs. dollar dilution.

Gold commodity; GLD is standard ETF proxy

When currency supply expands faster than real goods and services - purchasing power drops.

Institutional capital has one response.

Move into assets that cannot be printed.
Gold. Real estate. Commodities. Crypto.

Central banks bought over 1,000 tonnes of gold in a single year - the largest accumulation in modern history.

The Federal Reserve faces an impossible choice.

Raise rates - debt servicing costs explode. Economy breaks.

Cut rates - inflation accelerates. Purchasing power destroyed.

There is no exit from $340 trillion of global debt without currency debasement.

The dollar will continue https://t.co/IIi7gFVvv6


Move into assets that cannot be printed.
Gold. Real estate. Commodities. Crypto.


Summary: Bullish IREN on 800MW Australian data centre campus announcement; urges not to miss the opportunity again.

🚨 $IREN announces first Australian data centre campus.

800MW in Bundey, South Australia. One of the largest AI data centre projects in the Asia-Pacific region announced to date.

Transmission connection secured. Energisation from 2028.

Submarine fibre connectivity into Singapore, Indonesia, South Korea and Japan.

Total secured power pipeline now 5.3GW. Total gross infrastructure footprint 5.8GW.

Dan Roberts: “South Australia offers what AI infrastructure at scale requires: abundant clean energy, the connectivity to serve the APAC region, and a State Government that understands the opportunity and is acting on it.”

The ASX rejected $IREN years ago.

South Australia just welcomed them with open arms.

Don’t miss the wave twice. 🇦🇺

NFA

Dan Roberts at the Australian Financial Review AI Summit:

“We are blessed with these natural resources of land, renewable energy, connectivity into Asia. Let’s monetise it right.”

$IREN 🇦🇺👑 https://t.co/EjII6QSXpe


Summary: Long IREN as the single beneficiary of the AI compute land/power bottleneck; frames it as checkmate positioning given OpenAI's 30GW gap.

“Zoning approved, powered land is the gating bottleneck.”

This is the $IREN thesis in one sentence.

Then read this: OpenAI is planning for 30GW of compute by 2030. Currently has 8GW identified.

The gap between supply and demand is where the opportunity lives.

$IREN owns the land. $IREN has the power. $IREN has the silicon access.

Chamath just described them without saying the name.

The game theory in AI has shifted. Having a leading foundational model is important but increasingly it is the zoning approved, powered land that is the gating bottleneck. Add turnkey access to silicon and it’s checkmate.

If you have that, you have immense negotiating leverage


Summary: Bullish NVDA: massive oversubscribed debt raise signals scale of AI buildout, supported by strong FCF.

@Kalshi With the levels of FCF $NVDA has this is bullish in terms of the scale of this AI buildout

JUST IN: Nvidia raises $25 billion in debt

Investors put up $85 billion trying to lend.


$NVDA might've opened the gates for the next bull run… it usually leads the market

Summary: NVDA's close signals the start of a broader bull run; bullish on NVDA as market leader.

@AlphaOwlTrading $NVDA might’ve opened the gates for the next bull run… it usually leads the market

$NVDA HAD A DAILY CLOSE OF $216.61!! 🚨

I don't think you realise how bullish this is for the f**king markets!!

Send it!! https://t.co/i5hnClX2Tz


Summary: Expects further downside in PLTR despite support test at $128.

Bottom in for $pltr

3rd re test of 128$ support in 5 months

Up and away ? Or more down


$NVDA broke out of a 7 month base yesterday. $250+ incoming.

Summary: NVDA broke 7-month base, targets $250+; expects broader market to follow higher.

$NVDA broke out of a 7 month base yesterday.

The market tends to follow.

$250+ incoming. https://t.co/WV4lBAYtnX


Summary: Bullish NOK turnaround thesis; expects meaningful upside after years of flat price action.

@LiamMAHarvey It does. Usually these turnaround stories result in a fair amount of upside after years of the company share price being uneventful

@OInvests $NOK looks like its going to be a very interesting one over the coming years


Top 4 stocks I'm expecting a move this week: $RKLB

Summary: Expecting upward moves this week in RKLB, ASTS, CRWV, and NVDA.

Top 4 stocks I’m expecting a move this week:

$RKLB
$ASTS
$CRWV
$NVDA

What stocks are you watching going into Monday? https://t.co/3HpDGuTf9y


Top 4 stocks I'm expecting a move this week: $ASTS


Top 4 stocks I'm expecting a move this week: $CRWV


Top 4 stocks I'm expecting a move this week: $NVDA


Summary: Holds a significant and growing IREN position; added to it by rotating NBIS profits in.

@LiamMAHarvey $IREN didn’t start as such a significant % … been in since the teens and then rotated some of the $NBIS profits into to it more recently

@OInvests 25% for me, but im also doing a small all in challenge, and im 100% $IREN in that account.

That 25% seems to be growing all the time, and looking at my price target, $IREN will be my largest holding by the time its $80/$85 per share.


Summary: Bullish IREN: $3.4B contracted ARR, MSFT handoff Q3 2026 drives quarterly AI revenue toward $800M+ vs current $33.6M; $30B ARR target is conservative.

Where does $30B come from?

$IREN generates ~$3.4B ARR from ~460MW today.

That’s $7.4M per MW.

Apply that to the full 5GW secured pipeline.

5,000MW × $7.4M = $37B potential ARR.

$30B is actually the conservative number - a 20% haircut on maximum potential.

But here’s the important distinction.

$3.4B ARR is contracted. Not yet fully recognised as revenue.

Revenue is only recognised once GPUs are delivered and the customer accepts the cluster.

$MSFT handoff Q3 2026. Full 300MW by year end.

Quarterly AI revenue jumps from $33.6M toward $800M+.

The ARR is real. The runway is enormous.

The revenue is coming.

NFA


Summary: IREN will triple; BTC will double from current levels.

First: $IREN will 3X

Second: $BTC will 2X

Ready? https://t.co/9r6tval2N6


Summary: NBIS broke through $222 resistance AH on Aschenbrenner disclosure; $250 target now in play.

$NBIS : Up 12% afterhours.

Leopold Aschenbrenner - the man who turned $225M into $5.5B in under 18 months, just disclosed beneficial ownership of 12.41M shares of $NBIS.

That’s a 5.6% stake in Situational Awareness LP.

The chart looks strong:

10 EMA held as support.
$222 was resistance - this headline just drove price straight through it.

$250 is now in play.

NFA


Summary: Bullish IREN: gaining wider audience traction backed by institutional ownership, not just a small retail community.

@ETepeh35322 No. I’m referring to the wider audience.

$IREN is gaining more traction outside its prior small knit X community.

---

@ETepeh35322 But if you think this a company rising via “frontrunners” I’ll refer you to institutional ownership. https://t.co/lkmhSdmHJ0


Summary: Long both NBIS and IREN; author holds positions in both names.

The race is on.

$NBIS +34.26% this week.
$IREN +35.38% this week.

Who wins by end of week?

Glad to own both. https://t.co/8Qc1ZVIRwZ


Summary: Long MU; author dismisses cyclical bear case, bullish on memory cycle durability amid Anthropic partnership.

@MicronTech @AnthropicAI Some will still say this memory cycle is cyclical…

Few understand. Long $MU

Today, we're proud to announce a strategic agreement with @AnthropicAI that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. https://t.co/WkAzl0YXxK https://t.co/Eowz2Q8eGF


Summary: Holding IREN, NBIS, and VRT; past 3 months profitable and implicitly still holds these positions.

“War is profitable”

The past 3 months have been bliss.

Thanks to $IREN $NBIS and $VRT

Hopefully I didn’t jinx it.. https://t.co/89K7hsmD9k


Would I sell here? No. Can it go higher from here before pulling back? Yes. Do I expect a pullback to $135 and find support? Yes.

Summary: Holding NBIS, expects it can go higher before pulling back to $135 support; not selling here.

@daniel_koss It’s not a case of this.

Would I sell here? No.

Can it go higher from here before pulling back? Yes.

Will it continue going up in a straight line for ever? No.

Do I expect a pullback to $135 and find support? Yes.

$NBIS goes 10% above previous ATH and all hell breaks loose.

People talk about selling and stock being overheated etc.

A lot of fancy words and maybe some good takes, but you take any 10x stock of your liking and apply that framework of selling when it goes up 30% and you


Summary: Bearish PLTR on head-and-shoulders pattern; break of $130 opens path to sub-$100.

I exited $PLTR at $180 and have not been in since.

This is an amazing company that will play a pivotal role in operating systems within AI platforms.

What I see though?

A pretty nasty head and shoulders pattern. If $130 breaks, sub $100 is on the cards.

Watching patiently. Waiting for my entry.


Summary: Remains highly convicted long IREN: owned physical infrastructure and grid-secured power are durable moats as AI demand accelerates and data-centre buildouts face increasing restrictions.

At this stage yes. Whilst many other companies are looking at colocation, $IREN owns the physical infrastructure. Grid secured power takes time. Infrastructure buildouts take time.

We are already starting to see the backlash - public protests, permits, restrictions on data centre buildouts.

The demand for AI is not waiting. The growth in utilisation and power requirements will only accelerate.

What I’d like to see is $IREN revert to the transparent communication style that got me excited - the monthly operational updates. That was one factor that strengthened conviction early on.

@OInvests Will follow it.

Liking your portfolio on your page. You still 100% convinced on $IREN?

Good run on $MU


It sure as heck won't be $35 so let's welcome $70 with open arms

Summary: Bullish IREN this week; dismisses $35 downside and targets ~$70.

@NighthawkTradez It sure as heck won’t be $35 so let’s welcome $70 with open arms https://t.co/GSSR4gLl4Y

$IREN will either be $75 or $35 this week, there is no in between.


Summary: Long Vertiv; expects $400+ EOY, views current pullback as support at 50 SMA, not a lasting correction.

@OdinMoksha @babyfolio No. I think it will become much larger than where it is now.

This is the correction. Support is being found at the 50 SMA I expect $400+ EOY

@OInvests @babyfolio Vertiv is great--but that's why it's already up ~500% YoY.    You don't think it's correcting at this point, after having been priced in?


Summary: Bullish IREN; still has more upside from here.

@mikealfred @GrindeOptions Irene ain’t just his, she’s everyone’s… Old Irene still got more room in the tank

@GrindeOptions It's IREN, not IRENE, brother. One letter makes a big difference.


Summary: Bullish AMZN; $250 key resistance, $300 target possible this year if it breaks.

$AMZN is going vertical.

$250 is the resistance to watch. If that breaks $300 is on the cards this year.

This could be 2025 $GOOGL v2. https://t.co/qGZ25Q2Rgy


Summary: IREN expected to dip to ~$43 gap-fill before resuming upward move.

@bitcoinbutcher1 Likely we close the gap at around $43 before the next leg higher

Market makers feeling the heat and need to defend 50 with 27k shares open interest expiring tomorrow

$IREN 🐂s need to chew up the supply to climb over the call wall https://t.co/28oM3JMcIF


No other pure-play AI cloud peer can say that. Saving 3-5% on billions in debt = hundreds of millions straight to the bottom line.

Summary: Long IREN: investment-grade GPU financing at 5.96% vs peers' 9-12% speculative rates unlocks pension/insurance capital and saves hundreds of millions; CRWV implicitly disadvantaged.

$3.65B investment grade GPU financing.

Highest publicly rated ever. First in the US private placement market.

$2.10B fixed notes - 5.96% due Dec 2031

$1.55B term loan - SOFR + 2.25%

Rated “A” by Fitch. “A (low)” by DBRS.

Why this matters more than the headline number.

Competitors like $CRWV borrow against GPUs only. Speculative grade. 9-12% interest rates.

$IREN borrowed against the land, buildings and power substations they own. Investment grade. 5.96% fixed.

That rating unlocks pension funds and insurance giants like MetLife and Prudential - institutions legally barred from speculative debt. Multi-trillion dollar pools of capital now accessible to IREN.

Saving 3-5% on billions in debt = hundreds of millions straight to the bottom line.

No other pure-play AI cloud peer can say that.

Dan Roberts: “That combination broadens our access to institutional capital and lowers our cost of capital as we scale.”

The physical layer isn’t just a moat. It’s a financing advantage.

NFA

IREN has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with Microsoft. This represents the highest publicly rated investment‑grade GPU financing and the first in the U.S. private placement market.

@danroberts0101, https://t.co/QFikYOH6tM


Summary: Expects RKLB to bounce ahead of Nasdaq-100 index addition on June 22.

@HypaWaveNZ @HKIStrategies Thank you. Yep setup looks great. Should bounce here

@OInvests @HKIStrategies Congratulations. Good timing before RKLB gets added to the Nasdaq-100 Index prior to the market open on Monday, June 22, 2026


Summary: Expects PLTR to go lower before any opportunity presents.

@babyfolio If you count it within the software bundle then I think an opportunity in $PLTR will present shortly.

Yes I think this goes lower first

What are some software stocks that have reached insane valuations and won't be hurt by AI?


$NBIS $CRWV and $RKLB will be joining the Nasdaq. Nasdaq up-listing will result in forced institutional buying. This will drive stock prices significantly higher.

Summary: Nasdaq up-listings of NBIS, CRWV, RKLB will force institutional buying driving prices higher; IREN benefits from neocloud sector lift; space stocks also bullish.

🚨 $NBIS $CRWV and $RKLB will be joining the Nasdaq.

Nasdaq up-listing will result in forced institutional buying . This will drive stock prices significantly higher.

Bullish for Neocloud space - $IREN should benefit secondary from a sector raise.

Also another bullish catalyst for space stocks.


$IREN should benefit secondary from a sector raise


Also another bullish catalyst for space stocks


Summary: IREN has a potential gap to close at $43, implying upside from current levels.

@Orangeman1992 @EndicottInvests Valid perspective. This and also different setups from a chart perspective. There is a potential gap to close for $IREN at $43

@EndicottInvests @OInvests $NBIS and $CRWV are holding up better than $CIFR and $IREN. It could be related to #BTC and tech volatility


Once we pass $70 it's almost like we are passing go on the monopoly board…

Summary: Endorses IREN breakout above $70 as a key milestone, implying further upside.

@SylentTrade Once we pass $70 it’s almost like we are passing go on the monopoly board… https://t.co/QdMDoabw9V

$70 $IREN incoming. Then we move to $100. The less you overthink about your positions the more conviction you’ll have and the better you will do. https://t.co/usgfznDdG9


Summary: Bullish nuclear and uranium as the next sector to rally on AI-driven energy demand.

Nuclear/uranium sector; URA is closest ETF proxy

@StockSavvyShay Nuclear and correspondingly Uranium is the next sector to run hot. https://t.co/VnJkQVGsII

$NVDA CEO Jensen Huang says future computing may need “1,000x more energy” as AI moves toward always-on, real-time generation. https://t.co/tBM6rPNdOg


Uranium commodity; URA ETF is standard proxy


Summary: Bullish IREN: positioned to capitalize on AI compute demand with its ready infrastructure.

@DollarCostAvg $IREN is sitting in a prime position to leverage its ability of time to compute.

THIS IS ALL YOU NEED TO KNOW 👇

Anthropic is reportedly scaling back some enterprise tools because AI compute demand is exploding.

Meanwhile, $IREN is sitting on 1.4 GW of capacity ready for AI compute — > a level of prepared infrastructure that’s extremely rare heading into https://t.co/8XNyXIb1ju


Summary: Expects NBIS to fall to ~$160 support, with $150-155 as next level if that fails.

@MathiasTheus @investwithsheng No. $175 is where the 21 EMA sits so could find support here, although personally I think $160 is the most likely outcome to find support here. Failing that the 50 SMA is at $147 but by the time $NBIS would get there it would likely be more like $150-155.

@OInvests @investwithsheng So a close below that and we fall off the cliff?


The decoupling of $IREN to $BTC has begun. The market is no longer viewing $IREN as a 'Bitcoin miner'

Summary: IREN is decoupling from BTC correlation as market re-rates it beyond a pure Bitcoin miner.

🚨 The Crypto Correlation has ended.

The decoupling of $IREN to $BTC has begun.

The market is no longer viewing $IREN as a “Bitcoin miner” https://t.co/pAUYZ2iPE8


Summary: Bullish IREN with high conviction; sees rapid path to $100.

$IREN : Conviction is 🔑 https://t.co/HDGcJ57ZXG

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

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


Summary: NVDA is undervalued at current levels; implied long.

@LongGameEquity @treasureh8nter Agree $NVDA is undervalued here.

@OInvests @treasureh8nter Cheaper for now 😉


Summary: Bullish IREN; believes time/cycle progression strengthens the investment case from here.

@CDavidFloyd @TravelbytheCoin I just think $IREN is at a different stage of the cycle compared to $NBIS atm. Time will benefit $IREN not weaken the case.

@OInvests @TravelbytheCoin Should have said rejected. Overall it’s holding up ok, but underperforming most of its peers for awhile now. That’s just the frustrating part


Summary: Bullish IREN: stock's underperformance vs. strong fundamental backdrop (NVDA deals, financing) creates a buying opportunity.

$IREN : Don’t let price action distract you from what’s been happening in the background.

Overall the past month has been bullish.

Price wise the stock has underperformed the past month.

That separation presents opportunity. https://t.co/mqQQYWkyzw

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

Here’s what happened in that same month:

✅ $3.4B $NVDA contract
✅ 5GW strategic partnership with NVIDIA
✅ $3.65B investment grade GPU financing - highest rated ever
✅ $3.0B convertible notes closed
✅ Mirantis https://t.co/mviJVNWqWS


Summary: If NBIS holds day 3 of gap-up, move is confirmed with $200+ target.

The 3-day rule.

Monday : $NBIS gapped up on significant volume.

Today is day 3.

Profit taking usually hits within the 3 day window. That’s the retracement window.

But if price holds today? The move is confirmed.

$200+ on the cards. 👀

NFA https://t.co/WziMxywJrJ


Summary: Bullish IREN; expects continued price target raises ahead.

@cazenove_uk @FransBakker9812 @Official_Cantor @power_analys1s @McnallieM @Umbisam @Agrippa_Inv @TheKamaHsutra @MikePowerX @BitcoinAIGuy @Chardonnay_OG @Freedom_By_40 Another day, another raise. Many more to come..

Today @Official_Cantor issued their latest price for $IREN and it doesn't include 2027 Capacity!!! https://t.co/R6nEKLOAPu