Summary: Holds both NBIS and IREN; edges IREN as having greater near-term upside.

structural marker; pre-classified as canonical yfinance ticker

industry='Internet Content & Information'

@1MER99 Those are some great reasons supporting the thesis of $NBIS being a great investment. I own both but I would edge with $IREN having the greater near term potential

@OInvests In my view, NBIS now offers higher guidance, is backed by NVIDIA, and has a competitive advantage through lower costs and diversification across its subsidiaries.


I would edge with $IREN having the greater near term potential


Ahhh so that's why $IREN was buying all that land 💡 ✅

Summary: Bullish IREN: land acquisitions now validated by Meta's $1.5B Texas data center investment.

Ahhh so that’s why $IREN  was buying all that land 💡 ✅

META PLATFORMS  SAYS IT WILL INVEST $1.5 BILLION IN A DATA CENTER IN TEXAS TO SUPPORT AI WORKLOADS


Summary: Bullish both CIFR and IREN on secured power supply as AI bottleneck play; stronger conviction on IREN for superior growth potential.

I like $CIFR . Similar to $IREN they have secured substantial power supply which should see future deals. I don’t hold a position with $CIFR simply because I think the potential growth factor with $IREN is substantially greater. Although both companies should benefit from the power bottleneck AI is creating


I think the potential growth factor with $IREN is substantially greater


$NVDA delivers. Q4 revenue: $68.1B (beat by $2.2B) • Q1 guide: $78B (beat by $5.2B) … AI infrastructure deployment demand is accelerating, not decelerating

Summary: NVDA beat confirms accelerating AI infra demand; bullish NVDA plus infrastructure beneficiaries IREN, NBIS, VST on capacity scarcity thesis.

$NVDA delivers.

Key data points:

• Q4 revenue: $68.1B (beat by $2.2B)
• Q1 guide: $78B (beat by $5.2B)
• Hyperscaler DC revenue: >50%, increasing
• Non-hyperscaler growth accelerating

What this confirms:

AI infrastructure deployment demand is accelerating, not decelerating.

Hyperscaler demand stays elevated. Enterprise adoption ramping.

The capacity scarcity thesis holds.

Infrastructure names will be the beneficiaries of increasing demand

 ( $IREN, $NBIS, $VST) ⚡


Infrastructure names will be the beneficiaries of increasing demand ( $IREN, $NBIS, $VST)


Summary: Bullish NBIS to $130, citing technical breakout above $100 with strong SMA/EMA signals.

$NBIS will be $130 sooner than you realise. https://t.co/QGmnVUGTXg

$NBIS is starting to look excellent from a Technical perspective.

💎Price has reclaimed the 50 SMA
💎10 EMA > 20 EMA (bullish crossover)
💎Strong close near $100 with high volume

If we hold above $100, this consolidation phase turns into a base of support.

Do we hold $100.. or https://t.co/GrcRLFh7en


Summary: Bullish AMZN: improving margins, AWS expansion, Prime/ad growth, robotics beneficiary through 2026-27 while share price is down.

I’m not one for predicting price movements, but I do see the story for $AMZN

Margins improving, cloud business expanding, Prime subscriptions increasing (advertising revenue accelerating). Meanwhile, share price is falling.

The robotics industry will continue to expand through 2026 and 2027, and Amazon will be a major beneficiary

@OInvests $AMZN is definitely a beast of its own. While $MSFT fights for support, Amazon's AWS margins are hitting another level. Do you see it hitting $250 before summer, or is there a breather coming?


Summary: Author holds IREN and considers current position undersized; implicitly bullish.

I still don’t own enough $IREN. https://t.co/PjJIblDSh3


Summary: Agrees BTC will go much higher from current levels.

@TheLongInvest You’ve been going on about Silver and now you want to say RISK ON? I mean I agree… $BTC will go much higher

$BTC doesn't just go back to $125K next, it goes a lot higher

We believe it is only entering Wave 5 now.

Nobody believed us when we said Wave 3 would end at $125k and pull back to $83k for Wave 4

But that is exactly what happened

It has lagged the US market, which is deep in


Summary: Bullish on IREN, NBIS, RKLB, and BTC through year-end; expects volatile November then explosive December on end of QT / liquidity influx.

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

An end to QT should ignite the liquidity spark. 🔥

I remain incredibly bullish through year-end…

$IREN $NBIS $RKLB $BTC 🚀


Summary: Trade the relief rally in IREN, NBIS, MU, VRT near-term; oil lower as war premium unwinds, S&P futures up, but caution within a month.

The ceasefire dropped at 8PM ET. Minutes to spare.

Oil collapsed 13–15% overnight.
Brent now ~$95. S&P futures up 2–2.5%.

VIX dropped but still elevated at 20.57
- Markets are relieved, not relaxed.

Near term: This is relief. Six weeks of war premium unwinding.

But read the fine print:

14-day pause mediated by Pakistan. Negotiations move to Islamabad. The Strait reopens but all traffic must be coordinated with the Iranian military. That’s not freedom of navigation. That’s a toll booth.

Israel confirmed the truce doesn’t include Lebanon. Operations against Hezbollah continue.

Oil was $70 before February 28. $93 is not normal. Six weeks of $110 oil has already fed into gasoline ($4.14/gallon), food, and supply chains. That doesn’t reverse overnight.

The Fed can’t cut into this. Rate cuts likely get pushed back to late 2026 at earliest.

Real tests this week:
• FOMC minutes - 2PM ET / 7PM BST today
• Core PCE - Thursday
• CPI March - Friday

$IREN $NBIS $MU $VRT - trade the rally. But this relief can be undone within a month.

The trigger hasn’t been put down. It’s been lowered.


Summary: All three drone-sector names look strong; bullish lean on ACHR, JOBY, and ONDS as sector heats up.

🚨 The Drone Sector is heating up.

$ACHR $JOBY $ONDS all look strong

Will do a deeper dive and proper chart analysis at the weekend. https://t.co/9hIT7Pdt8T


Summary: Still bullish on Rocket Lab despite the overnight dip.

It’s bizarre how questions like this don’t get asked when a stock is up 80% in a month,
but suddenly appear after a 5% overnight move 😅

FYI - I’m still bullish on $RKLB

What happened to $RKLB?
Why -6% sudden doom? Any news? 🗞 any notes offering or something else? https://t.co/dNDMeE9r5q


$IREN is 3rd in this portfolio… $BE $IREN $SNDK are all great positions

Summary: Endorses IREN, BE, and SNDK as great positions playing AI expansion constraints: power, energy storage, and memory.

@joinautopilot There’s no coincidence why $IREN is 3rd in this portfolio.

Leopold sees the inevitable constraint to expansion, defined by 3 categories; power, energy storage, memory.

$BE $IREN $SNDK are all great positions.

Breaking: OpenAI fired Leopold Aschenbrenner at 22. Three years later, he manages $5.5 billion.

And is quickly becoming one of the best AI investors out there

Today, we're launching a tracker to trade alongside his picks, automatically. Here's his full portfolio:

1. Power & https://t.co/qVMpmKEJxS


Summary: Plans to build long positions in IREN, NBIS, VRT, and MU as quality infrastructure/growth plays in a tax-free ISA.

🇬🇧 UK investors - reminder:

Tomorrow (Sunday April 5th) is the LAST DAY to use your £20,000 ISA allowance for the 2025/26 tax year.

You have 24 hours before it resets.

Key points:

• £20K annual limit (use it or lose it)
• Tax-free growth on stocks, funds, dividends
• Can't carry unused allowance forward
• New £20K allowance starts April 6th

If you haven't maxed your ISA and have funds available, you have until midnight tomorrow.

Looking forward to building tax-free positions in the following when the ISA limit resets:
$IREN $NBIS $VRT $MU

Quality infrastructure plays + long-term growth potential = perfect for tax-free wrapper.

Don't let the allowance expire. Act before the deadline.

🇬🇧 #ISA #UKInvesting


Summary: Bullish NBIS; dismisses cult label, calls it a clear/obvious play with fundamental backing.

@JustusFult99485 I don’t see $NBIS as a cult stock. This isn’t driven on speculative momentum. Nebius is an obvious play.

$NBIS is becoming a cult stock

Can’t wait to see where we’re at in a few years 🚀🪐


It's an asset that will slowly compound in the background due to scarcity and gradual uptake in adoption

Summary: Long BTC on slow compounding via scarcity and gradual adoption.

@BitcoinTeacher_ $BTC is not meant to be a noisy asset.

There isn’t going to be breaking news.

It’s an asset that will slowly compound in the background due to scarcity and gradual uptake in adoption.

Man it’s getting quiet on the Bitcoin front……

You still here?


Summary: Shares Cantor Fitzgerald PT raise on IREN to $142; author endorses by quoting with interest.

$IREN Wonder when JPMemes will upgrade us 👀

BREAKING: CANTOR FITZGERALD RAISES IREN PRICE TARGET TO $142 https://t.co/3bnMQwYAEq


Summary: Endorses buying IREN under $35, calling it a steal at current levels.

@WaltCapell @DocFager Likewise. It’s a steal below $35

@OInvests @DocFager I am comfortable buying $IREN under $35.


Summary: Added to long positions in IREN and BMNR.


Summary: Bullish IREN; author sees it as just getting started with an exciting future ahead.

$IREN is just beginning…

The future is exciting! 🚀


Summary: EOY price targets: RKLB $75, NBIS $150, IREN $75, TSLA $500, BMNR $75; author calls these conservative.

🚨 $NBIS and $IREN ✅

Updated EOY price targets:

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

🤔 This is being conservative…

Where do you see these by EOY? ⏳

🚨 Near-term price targets:

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

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


Summary: Author picks TE, Kraken Robotics (KRKNF), and ONDS as favorite sub-$10 names in that order.

@YodaStockInvest Equally I like $TE . In order $KRKNf, $ONDS, $TE. I agree with your point regarding market cap, most people misunderstand this.

My top 3 favorite names <$10
1. $FUBO
2. $KRKNF / $PNG.V (Kraken Robotics)
3. $ONDS
(Remember that market cap matters and not the $ amount on the stock)

What is your favorite stock under $10?


industry='Scientific & Technical Instruments'


Summary: All three names (IREN, CRWV, and Nebius) are long-term plays with potential despite leverage differences.

@AlexYangBao Yes that’s true but the conditions of $IREN debt is much different to that of $CRWV. Coreweave has significant leverage. All 3 are long term plays with potential

@OInvests I mean, if debt is the issue, both IREN and NEBIUS are also in debt…these are long term plays.  CRWV is easily $180+ stock once they turn profitable


Summary: Calls a buying opportunity across IREN, BMNR, NBIS, RKLB, BTC, and ETH.

🚨 This is a BUYING Opportunity 🚨

$IREN $BMNR $NBIS $RKLB

$BTC $ETH ‼ 🛎


Summary: 60% position in IREN with significant upside potential seen over next few years; chart looks great.

@SystematicFlows The chart for $IREN looks great atm. I have around 60% of my individual stock portfolio in $IREN and see significant upside potential in the next few years. A rumoured deal for me is just noise until I see some supportive backing

@OInvests Buy the…. Sell the….

However I just buy the system and sell the system

Too much noise out there https://t.co/WPMf3Kd8Jk


Summary: Holds IREN as ~60% of individual portfolio; calls it a phenomenal position.

@MarkTheLaird Near 60% of my individual portfolio. $IREN is a phenomenal position to hold

The more I think about it, the happier I am for going heavy into $IREN this past year.

It is a top 2 position for me.

I have high conviction that it will be a 'best performer stock' of my portfolio for 2026.

What about you?? https://t.co/vaWJtBmRVR


Summary: Long IREN: competitors are years behind on large-scale grid-connected power deployment, giving it a durable lead.

People don’t realise the time it takes for implementation of these sites… competitors are YEARS behind $IREN

@TheTechInvest Nowhere in the world is 1,400MW grid-connected power coming online at a single site & single substation, in 2026. https://t.co/5FHqLwVt86


Summary: Bullish BTC; expects institutional allocation recommendations to rise from 4% to 15-20%.

@WatcherGuru One day the recommendation will be 15-20% in $BTC 🔜

JUST IN: 🇺🇸 Bank of America officially begins recommending that clients invest up to 4% of their portfolio in Bitcoin and crypto. https://t.co/SGZBxnwHKn


Summary: Endorses IREN as a top pick with enthusiastic bullish commentary.

$IREN to infinity and beyond! 🚀🛸 https://t.co/IHjyIxQAse

$IREN had a strong breakout on Friday.

🟢 High volume during the breakout
🟢 10 EMA above 20 EMA, price above 50 SMA
🟢 Maintaining gap up after earnings

$IREN is a top pick for this trading week. https://t.co/fgHD7TteDN


Average Analyst 12-month target: $79 (114% upside). Power remains the AI bottleneck - and IREN has 4.5 GW secured.

Summary: Long IREN to $79 analyst target on 4.5 GW secured power capacity amid ongoing AI infrastructure buildout.

$IREN at $37.

Average Analyst 12-month target: $79 (114% upside).

Sweetwater energizes in April.

Power remains the AI bottleneck - and IREN has 4.5 GW secured.

Macro creates noise. Infrastructure buildout will continue. https://t.co/G5zipOpwI5


I'm expecting a positive earnings but anything less than a substantial beat will result in a drop

Summary: Expects PLTR positive earnings; needs substantial beat to hold/rise, otherwise a drop.

@anandragn A 9% move up from where $PLTR is would not be a lot considering the drop. I’m expecting a positive earnings but anything less than a substantial beat will result in a drop

$PLTR is reporting tomorrow AH.

Analysts are estimating a Non-GAAP EPS of $0.23, implying +64% YoY growth.

Revenue expectation is around $1.34B–$1.40B, +62% YoY

Options market is pricing an expected move of ±9% https://t.co/GvquuD6w57


Resistance broken, preparing for take-off 🚀 Room to move further...

Summary: Bullish IREN post-breakout: resistance cleared, EMAs aligned, volume rising, expects further upside.

Resistance broken, preparing for take-off 🚀

$IREN had a strong breakout yesterday

🟢 10 EMA above 20 EMA
🟢 Price over 50 SMA
🟢 Volume increasing

Room to move further...

Did you join the fun yesterday? 📈 https://t.co/rTdS1dOMJO

$IREN appears set for a breakout. A volume surge on Friday pushed IREN above a recent high.

🟢 10 EMA above 20 EMA
🟢 20 EMA above 50 SMA
🟢 Price above the 50 SMA

Above $21.50, it looks poised to run.. https://t.co/Lt3Aumzi32


It's not far-fetched to expect a 3–6 month euphoric period ahead. I'm not touching current positions but I'll add on opportunity

Summary: Holding and adding IREN, NBIS, RKLB into expected 3–6 month euphoric run before an eventual crash.

It’s not far-fetched to expect a 3–6 month euphoric period ahead. ⚡

I’m not touching current positions but I’ll add on opportunity and build cash over the coming months.

After the euphoric blast-off, I do expect a crash - The question is when? 📉

$IREN $NBIS $RKLB 🚀


$IREN is starting to look strong. Break above $50 on significant volume, flipping resistance to support.

Summary: Bullish IREN on break above $50 with volume, EMA curl, and price holding 50 SMA; supply zone near $60.

🚨 $IREN is starting to look strong.

💠Break above $50 on significant volume, flipping resistance to support.

💠9 EMA curling up and above the 21 EMA

💠Price holding above the 50 SMA

The final confirmation comes when the 50 SMA starts to curl higher.

Overhead Resistance exists, but the main supply zone sits closer to $60.

Are you adding more here or waiting for further confirmation?


Summary: Bullish PLTR: a close above $190 signals further upside run.

$PLTR: $185-190 will be the true test.

Once we close above $190, it's ready to run up. 🚀 https://t.co/pFEtUqO4HU

$PLTR JUST BROKE ABOVE $185  😳 https://t.co/2luCrKI3c4


Great list but here's some more to add to the list $VST $CEG $BE

Summary: Adds VST, CEG, and BE to the list of top 2026 growth stocks solving AI power constraints.

@StonkValue Great list but here’s some more to add to the list $VST $CEG $BE

Power constraints will occur in the future because of AI's rapid scaling. Top 2026 growth stocks solving those problem - 🫡

1. $IREN
2. $EOSE
3.  $NBIS
4.  $TE
5. $CIFR


Summary: Long IREN; adding more with conviction, sees potential pullback to 30s as a buying zone with support at $35–38.5.

Agreed. Nibbled more $IREN yesterday. From a TA perspective, 30s are possible. If we break $41, next real support sits around $35–38.5.

$IREN - Just a little bit more...

If we can drop to the smart money zone, we'll have another phenomenal buying opportunity, friends.

I'm targeting heavy adds to my position in the $32-$40 range. https://t.co/wDlIo7FYPc


Summary: Bullish IREN: consolidation at $40 is accumulation, 4.5 GW power secured, Sweetwater operational April.

$IREN vs $SPX (past month):

$IREN: +0.12% 🟢
$SPX: -5.24%  🔴

Outperformance during volatility.

Building strong base at $40 since October. Consolidation = accumulation.

4.5 GW power secured. Sweetwater operational April. https://t.co/6jepYkoaF0


$BTC breaking down. Lose $80k → $60k's come into play

Summary: BTC bearish: losing $80k opens path to $60k.

$BTC breaking down.

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


Summary: Bullish IREN; claims the major move is still ahead despite the already large run.

@TheRonnieVShow The ride hasn’t begun yet Ronnie🚀

$IREN was one of my biggest trades and investments of the year!

What a crazy ride friends…

$10 ➡ $70+


Summary: Bullish BTC; dismisses scam narrative and implies non-believers will miss the move.

Perfect explanation for the necessity of $BTC If you still believe Bitcoin is a scam you will be left behind.

This is still one of the best explanations of Bitcoin I’ve ever heard.
 https://t.co/Ha1pkczSFz


Summary: Bull flag forming on RKLB with breakout imminent based on volume/price divergence structure.

🚨 Hard to see clearly on mobile but look closely… 👀

What happens when volume moves opposite to price? 📉📈

We’re seeing the structure form…

A bull flag is brewing on $RKLB. 🏁

Breakout incoming. 🚀 https://t.co/ajqJ4yqHS5


We haven't even started yet… wait until everyone catches on.

Summary: Bullish IREN; claims adoption is early and price has much further to run as awareness grows.

I’m seeing a lot of posts lately from people wanting to start a position in $IREN 👀

Most haven’t even heard of it and even fewer truly understand it.

We haven’t even started yet… wait until everyone catches on. 💎🚀


Summary: $3B META cloud deal seen as massive validation for NBIS and AI infrastructure broadly.

🚨 BREAKING: $NBIS and $META sign a $3B Cloud Partnership Deal ☁🤝

Massive validation for $NBIS and the broader AI infrastructure narrative. ⚡ https://t.co/zKKpFvsDmD


This isn't the top 😅 Far from it actually… $IREN $NBIS 🚀 🌙

Summary: Claims IREN and NBIS are far from their top and have more upside ahead.

This isn’t the top 😅

Far from it actually… $IREN $NBIS 🚀 🌙 https://t.co/MeePiXf3pV


At some stage you can't doubt Elon $TSLA

Summary: Endorses Elon's bullish TSLA thesis; can't doubt him.

@Mr_Derivatives At some stage you can’t doubt Elon $TSLA

$TSLA will be the most valuable company in the world.

$TSLA will be the largest company in the world.

$TSLA will be the most powerful company in the world.

-Elon Musk


Bullish trend: 10 EMA > 20 EMA, price above 50 SMA. Broke through overhead resistance, ending a year-long range.

Summary: Bullish GRAB on EMA crossover, price above 50 SMA, breakout from year-long range on high volume.

$GRAB: Retail's new favourite stock

This chart looks impressive.

⚡Recent bullish crossover: 10 EMA crossed above 20 EMA.

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

💥Broke through overhead resistance, ending a year-long range.

🎆Immense volume on Friday. https://t.co/b4iZHnTbVo

4⃣ $GRAB

🔵 Southeast Asian super app
🔵 Ride-hailing, food delivery, and digital payments https://t.co/GZx6C0QwDd


Summary: AI infrastructure enablers (energy, chips, cooling) are the biggest winners over AI apps; bullish on IREN, VST, CEG, VRT, NVDA, AMD.

Here’s the truth.

AI applications sound cool 🚗🤖

But nobody talks enough about what it actually takes to scale AI:

• Energy ⚡
• Chips 🔌
• Cooling ❄
• Infrastructure 🏗

The biggest winners might not be the apps… but the enablers.

$IREN $VST $CEG $VRT $NVDA $AMD


I'm incredibly bullish still but like I said the chart suggested potentially short term weakness. I trimmed 20% at 118 the other day in hopes of buying more at a lower share price

Summary: Still highly bullish NBIS; trimmed 20% at $118 to reload at a lower price.

@babyfolio I’m incredibly bullish still but like I said the chart suggested potentially short term weakness. I trimmed 20% at 118 the other day in hopes of buying more at a lower share price

X seems much more bearish on $NBIS
When price goes down - you see who has real conviction.

If you're scared, do your DD, I'm not saying there's no risk, but no reason to fear if you know what you own.

Conviction will help you buy the dip too.


Summary: Picks RKLB, ASTS, IREN as standouts for Q1 2026; adds NBIS, KRKNF, ONDS to the portfolio list.

@TheRonnieVShow $RKLB $ASTS and $IREN are the standouts from this list. I would also add $NBIS, $KRKNF and $ONDS though

MY TOP 10 PORTFOLIO PICKS FOR Q1 2026

1. $ZETA first profitable earnings quarter
2. $RKLB reusable rockets fueling space economy
3. $FLNC rebuilding the electric grid of USA
4. $VKTX advancing GLP-1 therapies in biotech
5. $ASTS satellite connectivity closing digital divides https://t.co/6ce27YdIDZ


I would also add $NBIS, $KRKNF and $ONDS though


$BTC 's finite supply is exactly why it protects against inflationary pressure.

Summary: Long BTC: finite supply makes it a hedge against inflation, unlike assets with unlimited supply.

Bingo. There’s no real value in something with an infinite supply.

$BTC ’s finite supply is exactly why it protects against inflationary pressure. ⚡

The simplest explanation of why we need #Bitcoin 👀 https://t.co/yWuLrTDp7M


Summary: Bullish IREN to $100+.

People aren’t ready for when $IREN blasts past $100 🚀


Summary: Meta's $27B AI infra deal with Nebius confirms the AI buildout thesis; bullish NBIS and IREN as beneficiaries.

🚨 BREAKING: $NBIS

Meta to spend up to $27B over 5 years on AI infrastructure deal with Nebius.

$NBIS up 14% premarket
$IREN up 5%

Last week: Nvidia $2B
Today: Meta $27B

The AI infrastructure build is real. https://t.co/HWSQdsJRCb

---

Direct $NBIS Source: https://t.co/0OkwtnjOPE


Summary: Bullish RKLB outperforming amid broad market weakness.

Whole market is bleeding… meanwhile $RKLB is doing what rockets do best 🚀🆙 https://t.co/DCDVjGkHnv


Summary: Bullish RKLB on defence contracts, space infrastructure vertical integration, and growing revenue.

Great read and very well laid out.

Interesting insight into Peter Beck and the team.
I
Spot on in terms of describing Rocket Lab as the integral cog to space infrastructure. If you build the satellites and components, you guarantee profit regardless of who launches.

Government awarded defence contracts, space system infrastructure, multiple successful launches and revenue that is growing quarter by quarter.

This really is an asymmetric opportunity with plenty of upside for $RKLB


Summary: Not the top; bullish on SPY, IREN, NBIS, TSLA, RKLB — bulls make money.

❌ This isn’t the top.

🐻 Bears sound smart.
🐂 Bulls make money.

$SPY $IREN $NBIS $TSLA $RKLB


Summary: Long KRKNF; very early and plenty of time remaining in the position.

@allinkraken Biotech is an interesting choice. Know very little about the sector but GL. Plenty of time with $KRKNF , very early.

@OInvests I believe $ABVX buyout is imminent which will drive the stock to $200+

My kraken thesis remains untouched and will definitely get back in kraken after $ABVX


Summary: Bullish on IREN, BMNR, BTC, and ETH on an anticipated breakout.

⛵Just imagine what happens when we break through… BULLISH $IREN $BMNR $BTC $ETH 🚀 💫 https://t.co/M9hZGVvNQZ


Summary: Bullish on IREN, NBIS, TSLA, RKLB, TE, VRT, and AMZN as a basket for 2026.

This group of stocks will serve very well in 2026:

$IREN $NBIS $TSLA $RKLB $TE $VRT $AMZN

Did I miss anyone? https://t.co/WhxhRNCuGW


Summary: Bullish IREN; calls it severely undervalued after significant business transformation.

🚨 $IREN is NOT the same company it was 6 months ago. It is severely undervalued here. https://t.co/xAa64KeCB1


Personally I'm only invested in the best positioned in this group. Theres a standout winner imo

Summary: Long IREN and CIFR as the top BTC-to-AI/HPC pivot plays, with IREN implied as the standout winner.

@DanCote303 @MARA The stocks that pivoted from BTC to AI/HPC are driven by 2; $IREN and $CIFR . Personally I’m only invested in the best positioned in this group. Theres a standout winner imo

@OInvests @MARA I was invested for a bit... unfortunately, momentum isn't there at the moment so I got out 8 months ago. Fred and MARA are doing A LOT of hiring and PR. Going to events, building relationships with high end officials globally. But i can't understand the kink in the hose that is


The stocks that pivoted from BTC to AI/HPC are driven by 2; $IREN and $CIFR


Summary: Bullish TSLA on Musk's renewed hands-on engagement with Optimus and AI5 chip development.

$TSLA he’s back! BULLISH 🚀 📈 https://t.co/6cuJTI9F6N

@greggertruck Daddy is very much home.

Am burning the midnight oil with Optimus engineering on Friday night, then redeye overnight to Austin arriving 5am, wake up to have lunch with my kids and then spend all Saturday afternoon in deep technical reviews for the Tesla AI5 chip design.

Fly


Summary: Both IREN and NBIS are buys, with IREN preferred as the single best pick.

@jarad1821 Both are great buys here but agree $IREN is the better choice if I had to pick only 1

@OInvests $IREN as $NBIS is sold out of available capacity...


Summary: Trump's $1.5T military budget proposal is bullish for KRKNF, ONDS, and Palantir.

@StockMKTNewz This is bullish for $KRKNF $ONDS and $PLTR

🇺🇸 PRESIDENT TRUMP JUST SAID:

"Our Military Budget for the year 2027 should not be $1 Trillion Dollars, but rather $1.5 Trillion Dollars" https://t.co/z92zkT32ZM


Summary: Bullish on both IREN and NBIS for the year ahead.

🎆 Happy New Year everyone.

Wishing you all a great year ahead.

2026 is about patience, discipline, and conviction.

I believe this will be a great year for $IREN and $NBIS 🚀 https://t.co/IBy64YIhyB


Summary: Both NBIS and IREN still undervalued with room to enter now.

@jrouldz @iewney Plenty of time to still enter $NBIS and $IREN They are both still undervalued.. 🚀

Not entering $OKLO in January is my biggest regret this year

2nd biggest regret is not entering $NBIS

3rd - not entering $IREN

can't catch em all 🫡

But I'm happy to watch my friend @iewney rake it in from the sidelines 😎


Summary: Bullish UNH; still has significant upside from current levels despite recent decline.

@MrMikeInvesting Noone has "Missed" $UNH at $235. UNH still has a lot of room to move UP. Buying a knife that's falling is never favourable.

If you missed $UNH at $235.

Missed $HOOD at $29.

Missed $AMD at $76.

These 2 setups are the next to see 200/300% returns over the next couple months.

In which $TSLA & $OSCR are next and are primed for an explosive move higher.

Don’t miss out on these opportunity’s… https://t.co/ODeZYgKHMm


Summary: Soft bullish lean on crypto and related equities running through year-end.

Something’s brewing 🐸 ☕ Is it time for crypto to run through year end? $BTC $ETH $SOL $BMNR $IREN $NBIS https://t.co/D0NBaYeAvZ


Summary: Bullish NBIS into Thursday earnings; strong print could push above 50 SMA and reclaim $100 resistance as support.

$NBIS reports earnings Thursday (Pre-Market)

Let’s talk charts…

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

Strong earnings could push $NBIS back above the 50 SMA and open the door to reclaiming $100 as support.


$IREN will 10x from here. Big statement, but I believe the fundamentals + positioning back it up.

Summary: Long IREN and NBIS for 10x gains next cycle on AI+BTC infrastructure scale and AI enterprise backbone positioning.

$IREN will 10x from here.
$NBIS will 10x from here.

Big statement, but I believe the fundamentals + positioning back it up. 🚀

Which stocks do you think have true 10x potential over the next cycle? 👇

---

$IREN ⚡

⭕Expanding AI + Bitcoin mining infrastructure at scale

⭕Positioned to supply compute power as AI demand surges

⭕Access to cheap renewable energy → cost advantage

⭕Leverage in two explosive markets (AI + BTC)

---

$NBIS 🤖

⭕AI-first infrastructure + services company

⭕Focused on enterprise adoption of AI tools

⭕Exposure to data, training, and deployment pipelines

⭕Could evolve into a backbone provider in the AI cycle

🚀 Both have 10x potential from here 🚀


$NBIS will 10x from here. Big statement, but I believe the fundamentals + positioning back it up.


Summary: Disagrees with bullish parent; expects TSLA to continue declining from here.

@Leo_Traydes There’s still more room to move lower.

I feel like Tesla $TSLA is one of the best opportunities in the market right now https://t.co/z6tTtm0hXo


Summary: Bullish BTC, ETH, SOL on next leg up in the crypto rally.

Crypto is pumping $BTC $ETH $SOL next leg up soon 🚀 https://t.co/x3iiFYIJgt


Summary: Long both NBIS and IREN; argues they are different companies that will each win in their own right.

@TheRonnieVShow @EndicottInvests The people who argue $NBIS vs $IREN do no understand how these companies are different. They are not the same. Both will win.

@EndicottInvests This is the best analysis I’ve seen talking about these two stocks.

Everyone else wants to get in a pissing contest over which ones better.

Truly both are amazing, so buy both like you say 💪


Summary: Bullish RKLB: consolidating above 50 SMA support, break above ~$52 triggers upward surge.

$RKLB holders, stay calm.

Rocket Lab is consolidating sideways and range-bound.

Sell-off hit our marked overhead resistance block.

High sell-off volume suggests institutional fund rebalancing.

🟢 50 SMA as support.

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

Rocket Lab ended the week strongly!

$RKLB closed with a bullish hammer candle:

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

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


Summary: Calling current price levels an accumulation opportunity for SOL and BTC.

Accumulation time I guess $SOL $BTC https://t.co/4vuh0SQINr


Summary: Agrees SOFI is undervalued and attractive at current prices.

@Ashton_1nvests I do agree here Ashton. $SOFI looks attractive at current prices

$SOFI

So undervalued here… https://t.co/xBo1oEqk8x


Summary: Author endorses near-term targets of $125 NBIS and $50 IREN by Friday close.

$NBIS $IREN can we get here by Friday close? 👀


Summary: Conditional bullish on NVDA/CRWV into earnings; if Blackwell on track, AI infra names (IREN, NBIS, VRT, VST) see multiple expansion on fastest power-to-revenue conversion.

Major AI & infrastructure earnings this week.

AI Infrastructure
• $NVDA (Wed) – Hyperscaler CapEx outlook
• $CRWV – GPU cloud demand signals
• $SNOW, $CRM – Enterprise AI adoption

Energy / Power
• $VST – Data centre power generation
• $CIFR – Bitcoin mining → HPC/AI compute
• $EOSE – Energy storage solutions

Space
• $RKLB – Orbital infrastructure scaling (Neutron timeline & Space Systems backlog conversion)

Others
• $HIMS, $ZETA, $DUOL, $MELI

⸻

The key signal:

$NVDA + $CRWV shift the focus from elevated CapEx to deployment demand.

If Blackwell shipments are confirmed on track and cluster utilization remains high, it reinforces the AI capacity scarcity dynamic.

In that scenario, infrastructure names ( $IREN, $NBIS, $VRT, $VST) trade on speed of monetisation. Specifically, who can convert power and capacity into revenue fastest.

$NVDA + $CRWV likely determine whether AI infrastructure sees multiple expansion or near-term compression.


$NVDA + $CRWV shift the focus from elevated CapEx to deployment demand


infrastructure names ( $IREN, $NBIS, $VRT, $VST) trade on speed of monetisation


Summary: Bullish IREN; called an absolute steal at current prices.

$IREN is an absolute steal at these prices… 🤯


Summary: Bullish on IREN after Q1 FY26 beat; vouches growth trajectory is durable.

$IREN Q1 FY26 Earnings 📊

Revenue: $240.3M vs $228.5M est ✅ (Beat by ~5%)

Performance:
• +384% YoY
• +28% QoQ

RIDICULOUS growth. 🚀


Summary: Bullish RKLB: 4 days holding 50 SMA support with a bullish candle forming.

$RKLB forming a bullish candle 👀

4 straight days holding the 50 SMA as support…

Looks bullish to me. 🚀


Summary: OSCR needs a firm close above ~$25 to fully move higher; implied bullish above that level.

@TheRonnieVShow For $OSCR to fully move it needs to firmly close above around $25

$OSCR - Looks PRIMED!

Earnings and ACA subsidies Catalysts on the table.

Falling wedge and all Algo Panes stair stepping higher.

Breakout over $21 = 🎯 $26 https://t.co/pgMZqjAcgk


If $RKLB closes above the 50 Day SMA it's a strong buy here

Summary: RKLB is a strong buy on a close above the 50-day SMA, currently hovering at top of support.

$RKLB like clockwork.

If $RKLB closes above the 50 Day SMA it’s a strong buy here (NFA).

The overhead resistance was marked.

We are now hovering at the top of support. https://t.co/sRgCxIiR2m


Summary: Bullish on all six names over the next few months.

The next few months will be 🟢 $NBIS $IREN $RKLB $BTC $ETH $SOL 😊


Summary: Long AMZN as top performer in humanoid robotics theme once robotics-driven margin improvement shows in earnings.

@StockSavvyShay I think $AMZN will be one of the best performers in this list once the impact of robotics is evidenced by the vast improvement of margins in future earnings reports

Goldman Sachs expects global humanoid robot market to reach $38B within next decade.

• $NVDA supplying the intelligence layer
• $AMZN automating the logistics layer
• $TSLA building physical embodiment layer
• $PLTR coordinating the control layer

https://t.co/sre8skOLRK


If we get above 50 and hold.. New all time highs won't seem so far away 🚀

Summary: Bullish IREN: a close above 50 opens path to new all-time highs.

@TrendSpider If we get above 50 and hold.. New all time highs won’t seem so far away 🚀

Peek-a-boo 🙉 $IREN https://t.co/xjPAUuo3SQ


we're going MUCH higher. It's not if, it's when.

Summary: Bullish on all named assets; govt shutdown delays but does not derail risk-on rally — much higher once liquidity returns.

Risk-on is delayed by the US govt shutdown. Get it?

Once stimulus/liquidity flows back into markets… we’re going MUCH higher. It’s not if, it’s when. 🔜

$IREN $NBIS $RKLB $SOL $BTC $ETH 🚀


Summary: Bullish IREN; chart pattern comparable to early-stage PLTR or RKLB, implying similar upside potential ahead.

@jiahanjimliu @Han_Akamatsu True I could show numerous charts that look similar to the $HIMS one there.. I’d even argue the $IREN chart differs due to depth of the retracement. I think the chart for $IREN is more comparable to earlier stage $PLTR or $RKLB

@OInvests @Han_Akamatsu All I see is  chart that has topped once and have momentum comeback. That's many stocks.

The count of stocks that broke through and reached substantial new highs is really good too.

Sample size 1 + cherry-pick on a broad stroke pattern. Lol is this propaganda for ants?


Summary: Bullish OKLO above $111 breakout level.

@TrendSpider Above $111 and $OKLO looks very good..

$OKLO has been known to let it fly off the 200-day https://t.co/6yBR29WiTm


Summary: IREN is the author's largest position; live long.

@longinvest32 I do. They’re my 2 biggest positions. $IREN being the larger of the 2


Summary: Bearish HIMS: overhead resistance, declining 50 SMA, price below 150 SMA, short-term indicators bearish; break below 200 SMA could signal major trouble.

Drug Manufacturers - Specialty & Generic

$HIMS nears risky levels

⚡Strong overhead resistance
⚡Declining 50 SMA
⚡Price below 150 SMA
⚡Short-term indicators bearish

⚠Dropping below 200 SMA may signal major trouble https://t.co/lIw3kxa7lh


$NBIS remains interesting at these levels. Holding post-earnings gap up. Strong support levels below. 10 EMA above 20 EMA, price above 50 SMA

Summary: Bullish NBIS on technical setup: holding earnings gap, strong support, bullish EMA stack, watching for close above $70.

$NBIS remains interesting at these levels.

🔴 Resistance at ~$75

🟢 Holding post-earnings gap up

🟢 Strong support levels below

🟢 10 EMA above 20 EMA, price above 50 SMA

Could get interesting if we close above $70 https://t.co/vb6ZoVUf7G


Summary: Endorses bullish AI infrastructure analysis covering GPU pricing and ARR for NBIS, IREN, and CRWV.

$NBIS $IREN $CRWV

For all interested in AI infrastructure plays, this is a great breakdown:

💠Comparative pricing structure per-GPU for major players

💠Detailed ARR analysis

$IREN $NBIS $CRWV
네오클라우드의 GPU 당 단가를 대략 비교해보고
아이렌의 ARR에 대한 전망을 살펴보자

먼저 $NBIS 의 $/GPU/hr 를 볼까요

H100의 경우 미리 예약하고 약정하고 쓰는 ��식인 reserved의 경우 $2.00, H200은 $2.30으로 상당히 싸네요

다만 on demand, 즉 필요할 때 바로 빌려 쓰는 https://t.co/Fg85ZnvHrn


If we come down further tho I'm ready with cash

Summary: Willing to buy IREN on further dips; bullish stance with cash ready.

@Sergeant991 This works for me brother. If we come down further tho I’m ready with cash. https://t.co/Bmwo3Yl4gi

@OInvests by the time you finally get convinced by this bounce $IREN would be at $65 😂


I'd be cautious holding quantum stocks like $IONQ, $RGTI, $ARQQ, $QUBT, $QBTS due to the recent run-up

Summary: Cautious/bearish on quantum computing stocks after recent run-up; sector remains speculative and trend may reverse.

🚨 Watched a discussion on quantum computing last night. Quantum remains speculative. All stocks have surged recently, but the trend may soon reverse.

🛎 NFA, but I’d be cautious holding quantum stocks like $IONQ, $RGTI, $ARQQ, $QUBT, $QBTS due to the recent run-up.


Summary: Bullish VRT, VST, and CEG as beneficiaries of data center cooling and power generation demand growth.

@GrindeOptions What’s missing from this list is cooling solutions and power generation. Companies like $VRT $VST and $CEG should also massively benefit

The U.S. data center power demand will exceed 10% here in the near term.

Companies who will be at the forefront of this growing market are:

1. $EOSE

2. $TSLA

3. $IREN

4. $NBIS

5. $NVDA

6. $CIFR

7. $AMZN

8. $MSFT

9. $META

10. $GOOGL

THEY WILL NEED ACCESS TO RELIABLE https://t.co/cP5hKcQG96


Summary: Bearish HIMS: regulatory issues, legal scrutiny, GLP-1 revenue loss, brand damage driving downtrend.

Regulatory issues, legal scrutiny and conflicts, poor management. Removal of compounded semaglutide pill, potentially a hit to high-margins resulting from weight-loss demographic. Loss of potentially 25% revenue from compounded GLP-1s. Brand damage resulting from Novo Nordisk accusations. Idk bro there might be a reason $HIMS is on a downtrend… 🤔

Explain to me like I am 5 why $HIMS is down to the $15’s… https://t.co/KqHbCuMB19


Summary: Save in BTC; invest long in IREN, NBIS, RKLB, KRKNF — framed as simple wealth strategy over fiat.

Spend in cash 💸

Save in Bitcoin: $BTC 🔐

Invest in stocks: $IREN $NBIS $RKLB $KRKNF 📈

It really is that simple…

Spend your least valuable asset - fiat currency.


Invest in stocks: $IREN $NBIS $RKLB $KRKNF


A strong base has formed. There's only one direction once we reclaim the 50 SMA… $NVDA earnings should hopefully propel the next leg up.

Summary: Long IREN; base formed, expects breakout above 50 SMA propelled by NVDA earnings catalyst.

@TheProfInvestor $IREN A strong base has formed. There’s only one direction once we reclaim the 50 SMA…

$NVDA earnings should hopefully propel the next leg up.

$IREN Bulls are not gone yet.

They held $40 support for a month.
And now wanting to reclaim 21EMA.

You know how it ends with IREN. 🚀 https://t.co/L7RIARFteU


I'm especially excited for $IREN on Thursday

Summary: Bullish lean on IREN heading into Thursday earnings.

🚨 Massive week of earnings ahead… 🔥

Mon: $PLTR $HIMS $CIFR
Tues: $AMD $UBER $SPOT
Wed: $HOOD $QCOM $JOBY $DUOL
Thurs: $OSCR $IREN

I’m especially excited for $IREN on Thursday 🎆 https://t.co/M6Ocsrk8VH


Summary: Bullish IREN; views 2026 as an accumulation opportunity despite macro changes.

@foliotrail Macro has changed but the thesis hasn’t. 2026 is so far proving a great time for accumulation

$IREN investors: there's only one "macro" question right now.
Will the world need more or less AI compute tomorrow than today?


Summary: Bearish TE; expects price to drop to $5–5.50 imminently on technicals, below parent's $5.60–5.70 support zone.

@CoffeeStocksGuy They aren’t going to like this one coffee but a date with $5-5.50 seems imminent for $TE from a technical standpoint

$TE may have a date with destiny.

Overlap between Bollinger Bands and 100D EMA is clear around $5.60-$5.70

$6 will hold ferociously though. https://t.co/n8bZpaW4us


Summary: Bullish NBIS to $150 by end of week.

$NBIS back where she belongs - $150 by end of week 💥 https://t.co/QpbyTNzVw1


Summary: IREN targets $70s on a confirmed close above $50.

A close above $50 and $IREN will be $70s sooner than you think.. https://t.co/5bwjL1rEgM


Summary: Bullish TSLA; author calls it go time after price hits 360s, endorsing the breakout setup.

$TSLA in the 360s!

It's go time! 🚀 https://t.co/yQpvVG2spB

$TSLA is one to watch this week.

After a six-month consolidation, sellers are exhausted.

🟢Friday saw a high-volume gap up.

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

Tesla appears poised for another run-up.

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


just broke out and the structure is clean... The trend is BULLISH... This setup looks primed for a run

Summary: Long ONDS on clean breakout, EMA alignment, rising volume, and bullish trend with next real resistance at ~$15.

🚨 $ONDS just broke out and the structure is clean.

📈Rising volume = institutional accumulation
📊EMAs aligned ➡ 10 EMA > 20 EMA
💎Price above the 50 SMA

The trend is BULLISH.

Only real resistance sits near ~$15 from 2021, and most of that supply is likely gone.

This setup looks primed for a run.


Summary: Analyst low ratings are deliberately suppressed to accumulate; implied bullish on IREN.

@Umbisam Low Analyst ratings are not designed by mistake. They want a slice of the $IREN pie too 👀

$IREN POLL

WHO'S MORE SAVVY IN UNDERSTANDING THE QUEEN ?


Summary: Bullish on six names with upside targets; expects 12–18 months before market turns irrational.

🚨 Prices we could realistically see soon:

$IREN $40
$NBIS $75
$RKLB $30
$AMD $180
$PLTR $140
$TSLA $360

No - I don’t think this is the start of a bear market.

I think we’ve got another 12–18 months before things get truly irrational. 🚀📈


Summary: RKLB near a breakout of short-term downtrend with supportive volume; bullish lean.

@TrendSpider $RKLB on the brink of breaking the short term downtrend. Volume looks good.

They have been shaking the tree, but bulls aren't budging.

Rocket Lab about to live up to its name?  $RKLB 🚀 https://t.co/Q6Y9olva8f


Summary: Bullish on NBIS and IREN; calls them the future plays, says this is only the start.

Everyone’s hunting for the next $IREN … the next $NBIS …

🚫 Stop searching.
✅ The future is already here.

$NBIS ⚡ $IREN 🚀

This is only the start.


Summary: Bullish IREN to $100B market cap on 4.5GW secured power and AI infrastructure tailwind.

$IREN will be a $100B company.

4.5 GW power secured. Sweetwater operational April.

Jensen: "Energy is the foundation of AI infrastructure."

The power layer behind the token factory. https://t.co/XMmnTU1zzI


Summary: Expects MU to drop post-earnings even on a beat; hawkish FOMC + high expectations weigh.

@TradexWhisperer Waiting for entry. FOMC will likely be hawkish today and drag the market.

Guidance needs to be exceptional for $MU . Expectations are high.. even on an earnings beat I expect stock price to drop post earnings.

$MU earnings after the bell.

Holding, adding, or waiting for the print?
What's your trigger to buy more?


Summary: Bullish PLTR on UK MoD deal; views it as essential for enterprise and defense going forward.

$PLTR secures another major deal. 🇬🇧

📊 Technically, $190 is a resistance level.

Fundamentally, Palantir is essential for future enterprise and defense. 🌟

Palantir is deeply committed to the UK and proud to deepen our partnership with the Ministry of Defence and serve the country’s brave armed forces.

Today’s agreement will pave the way for Palantir’s advanced AI-enabled defence technology to be deployed on an unprecedented scale https://t.co/dJBoJcg5mo


Summary: Continuing to accumulate BTC at current levels regardless of potential further downside.

Regardless of whether $BTC will go lower I will continue to accumulate more at these levels.


Summary: Bullish RKLB into earnings; expects stock to move higher despite likely Neutron delay.

$RKLB Higher 🚀 🌙 https://t.co/xpW9Y8MDyk

$RKLB reports earnings after market close today. 📊

Neutron likely delayed - question is…

Do we move higher or lower from here? 🤔


One of the best things about $IREN is their consistent transparency. A great month for $IREN investors! 🚀

Summary: Bullish on IREN; endorses strong August results as a win for investors.

$IREN is pleased to provide our monthly update for August 2025:

- $79m revenue, $26m net electricity costs, $53m hardware profit
- AI Cloud expanding to 10.9k GPUs (>80% Blackwells), supported by non-dilutive GPU financing
- Expansion opportunity of >60k GPUs across British https://t.co/Ot9lLLN1K6


Summary: Both IREN and NBIS seen as buying opportunities amid macro/geopolitical selloff.

@jiahanjimliu @MB_Hogan Yeah it’s a macro drag. For now macro is impactful short term but if sustained it could have longer term structural damage.

Often though these times are when the best opportunities present. $IREN and $NBIS are a great price here

@MB_Hogan Yup it’s brutal. Iran war fears hitting high beta :(


Summary: Long IREN this week on high-volume breakout, bullish EMA/SMA stack, and post-earnings gap hold.

$IREN had a strong breakout on Friday.

🟢 High volume during the breakout
🟢 10 EMA above 20 EMA, price above 50 SMA
🟢 Maintaining gap up after earnings

$IREN is a top pick for this trading week. https://t.co/fgHD7TteDN


Summary: Author holds both IREN and NBIS; structural infrastructure play vs near-term upside, different timelines.

Interesting points, Jim.

I agree $IREN thesis is more structural (physical infrastructure + power = harder to replicate).

But $NBIS has significant near-term upside. Different timelines, different risk profiles.

You're right about competitive pressure for NBIS at the software/platform layer. Equally, IREN could face pressure if hyperscalers build their own power infrastructure.

Both have risks. Both have upside. That's why I own both.

Why Jim Invest in $IREN instead of $NBIS

@daniel_koss gave a well thought out $NBIS case. I will present the $IREN case. We've messaged and I respect Daniel's takes. We do occasional fact-based roasts for fun.

To present my $IREN case, I will first explain why owning the


Summary: BTC drops to $80k before any breakout; near-term bearish.

Choose your fighter: Bear Flag or Breakout?  $BTC https://t.co/cmjyGrIAwI


Summary: Holds both IREN (largest position) and NBIS (second largest); live long positions disclosed.

@Kross_Roads Finally an open and honest post from a $NBIS holder. I own both with $IREN being my largest position and $NBIS 2nd. It’s refreshing to see a post not creating a Warzone between the 2 😅

$NBIS

Four reasons I prefer Nebius over $IREN and $CRWV.

1) Funding structure (being paid up front; 60% of CapEx being paid by customers. Something even more important with $CRWV and the Blue Owl issues).

2) Neocloud play vs bare metal. Yes, I know Iren has a little more https://t.co/j5o3Bkl1V2


Summary: Bullish on listed assets citing US-China trade de-escalation, rate cuts, and QE as imminent catalysts; challenges bearish sentiment.

3 catalysts could drive these markets higher:

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

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

Why are you bearish? 👀

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


Summary: Long VST and IREN on time-to-power moat; implied bearish on CEG given 9–15yr nuclear build vs hyperscaler urgency.

Wednesday: Hyperscalers committed to funding their own power.

Today: Why speed just became the moat.

$CEG vs $VST - Time to Power:

$CEG
• Pure nuclear
• 9–15 year new build
• Grid queue dependent

$VST
• Nuclear + Gas + Storage
• Modular gas: 12–24 months
• Co-located = bypass grid

Hyperscalers aren’t waiting a decade.

They’re deploying where power is available now.

Time-to-power = pricing power.

Same thesis behind $IREN.

Speed wins this cycle. ⚡


Summary: Adding to IREN, NBIS, VRT; seeking re-entry in RKLB and PLTR; initiating MU and KRKNF as macro weakness creates discounts.

An analogy I use:

Even the strongest swimmer can't fight a tidal wave in stormy seas.

Same with investing: Even great companies struggle to perform when macro is against them.

Your job isn't to fight the tide. It's to identify strong swimmers (quality companies) and accumulate them while the storm rages.

When conditions improve, they'll outperform.

The research I've done has built conviction in:

$IREN $NBIS $VRT $MU $RKLB $PLTR $KRKNF

These are the companies I'm adding to if macro continues to weaken.

Quality stocks at discount prices = opportunity, not fear.

---

Transparency: I currently hold $IREN $NBIS $VRT. Previously held $RKLB $PLTR (exited, watching for re-entry). Looking for first entry in $MU. Building positions as macro creates opportunities.

---

These are my targets for $RKLB $PLTR and $MU

https://t.co/fSiKoz7gVv


Previously held $RKLB $PLTR (exited, watching for re-entry)


These are the companies I'm adding to if macro continues to weaken


Summary: Bullish IREN into early Q1 FY26 earnings; author reads the accelerated date as a positive signal.

$IREN moved earnings 2 weeks Early.

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

$IREN will release its Q1 FY26 Results on Thursday, November 6, 2025 (Eastern Time).

Conference call to be held at 5:00pm (Eastern Time).

Register here: https://t.co/CFQwtG4vMh


Summary: Watchlist of 7 stocks across power, cooling, compute, and space/defense; watching for base confirmation breakouts.

7 stocks for this weeks watchlist:

Power: $IREN, $VST
Cooling: $VRT
Compute: $NBIS, $MU
Space & Defense: $RKLB, $KRKNF

Watching for base confirmation.

⚡ https://t.co/7orwsRl9R5


Summary: Long IREN through 2030 on physical infrastructure and grid-secured power thesis.

@blondsequitur Until there’s a reason to sell there isn’t a reason.

The thesis remains with physical infrastructure and grid secured power. I believe $IREN will remain a great investment through 2030

@OInvests I'm riding with them through 26, maybe longer - this stock reminds me of the old Michael Berry picks; sure, it doubled, but first it fell by half


Every quarter the queue gets longer, IREN's leverage grows. Scarcity creates pricing power.

Summary: Bullish IREN: growing hyperscaler demand queue vs limited grid capacity builds pricing power and leverage each quarter.

@SmallCapSnipa Time isn’t ticking for $IREN. It’s ticking for hyperscalers with demand to scale and limited grid capacity.

Every quarter the queue gets longer, IREN’s leverage grows.

Scarcity creates pricing power.

$IREN CEO Dan Roberts: “Time to compute is everything”

I’ve got to think something is in the works here. Time to compute requires a deal. Time is ticking ⏰ https://t.co/VtCW1QtcZX


Summary: Nibbling IREN and NBIS as fear-driven setups; thesis unchanged, VIX mean reversion expected over coming weeks.

VIX compressed from 35 → 25.53 in 24 hours.

This is exactly the mean reversion pattern that repeats.

Conservative read: "Wait for VIX <22 or spike to 38+ for capitulation."

My read: Fear creates setups. $IREN $36, $NBIS $87 yesterday = nibble-worthy. The thesis remains unchanged.

Historical playbook:
• VIX 30+ regimes last 2-6 weeks
• 9/11, debt ceiling, yen unwind - all compressed quickly
• Mean reversion is one of the most reliable market patterns

Risk: Prolonged Hormuz closure could re-spike VIX to 40+. This is why I believe continued nibbling at these levels is best.

Nibbling here.

⚡


Summary: Bullish on NBIS; views Microsoft AI infrastructure deal as beginning of a bright future.

@mvcinvesting Just the start of an amazing future with $NBIS 🚀

JUST IN: $NBIS announces multi-billion dollar agreement with Microsoft for AI infrastructure. 🔥

Under this multi-year agreement, $NBIS will deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey starting later this year.

Arkady Volozh, Founder https://t.co/VifW2fuReI


Summary: Bullish BTC, endorsing whale closing short as signal of incoming pump.

@Ashcryptoreal BULLISH $BTC https://t.co/uiRPwUwnVX

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

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


Don't let them shake you out. $IREN $NBIS $RKLB 🚀🌙

Summary: Hold through dips in IREN, NBIS, and RKLB; don't let volatility shake you out.

How I feel during these “dips”… 😎

Don’t let them shake you out.

$IREN $NBIS $RKLB 🚀🌙 https://t.co/hSLybgC5eW


Summary: Recommends getting exposure to NBIS and IREN as plays worth owning.

@bennybigbull You need some $NBIS and $IREN exposure 👀 NFA

Rough day so far… 👀😬

$TSLA $RKLB $BMNR $NVDA https://t.co/nCkgPiT0iL


Summary: Bullish NBIS on accelerating neocloud buildout backed by $27B Meta deal and prior Nvidia/Microsoft investments.

$NBIS x $META $27B breakdown:

$12B firm - Nvidia Vera Rubin clusters, deploy 2027

$15B backstop - Meta buys unsold capacity if Nebius can't sell to third parties

Also: $2B Nvidia investment (March 11) + $17.4B Microsoft deal (2025)

The neocloud buildout is accelerating.

🚨 BREAKING: $NBIS

Meta to spend up to $27B over 5 years on AI infrastructure deal with Nebius.

$NBIS up 14% premarket
$IREN up 5%

Last week: Nvidia $2B
Today: Meta $27B

The AI infrastructure build is real. https://t.co/HWSQdsJRCb


Summary: Bullish UNH with target ~$380 gap fill following breakout above $330 resistance.

$UNH breakout was called early.

We predicted a close above $330 would trigger bullish momentum.

Time to close the gap around $380. 🚀 https://t.co/7x9wIQ8MLy

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

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

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


Summary: Bullish IREN; implies significant upside when macro environment improves, given resilience during current volatility.

@LandoInvests If we manage to stay flat during this volatility then I wonder what it looks like when the macro environment improves $IREN 🚀


Every recent dip has been a buying opportunity. We're consolidating before the next leg up.

Summary: Long IREN; dips are buying opportunities and consolidation precedes the next leg up.

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

Every recent dip has been a buying opportunity.

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


Summary: Bullish PLTR; sees it as the AI operating layer well beyond defense, with much more upside ahead.

@Kross_Roads Honestly a phenomenal company that will be integral as the operating layer of AI. Most see $PLTR for its defensive capabilities but it is going to be so much more

$PLTR Sometimes it's tough to keep up with Palantir. Today it's one of those days, with 5 announcements this morning.

- An expansion of the $GE Aerospace partnership for military aircraft.
- Another partnership with $NVDA, this time for AI OS architecture (see second image).
- A https://t.co/rJN7N3M3hn


Summary: Added to both IREN and NBIS on the dip; increased conviction in both positions.

🙏 Thanks for the discount today, $IREN & $NBIS.

✅ Increased positions
💎 Increased conviction


Summary: Bullish SOFI as it gaps up ahead of expected interest rate cuts.

$SOFI gapping up ahead of interest rate cuts 👀

Hello, old friend 🚀

Chart to follow... 📈 https://t.co/07OkSOZDQU


Summary: Full conviction long on both IREN and NBIS.

@AlvaroMysterio Likewise, thanks for the honesty. I have full conviction in $IREN and $NBIS

@OInvests Sorry, I have not researched enough about $CRWV. I have confidence in $NBIS that it will perform really well


$TSLA looks promising. 4 months of consolidation. Tesla is a ticking time bomb ready to explode... It's not a question of if, but when

Summary: Bullish TSLA after 4-month consolidation; EMAs and SMA setup signaling an upside breakout.

$TSLA looks promising.

⌛ 4 months of consolidation ⏳

🟢 10 EMA above 20 EMA, price above 50 SMA

💣 Tesla is a ticking time bomb ready to explode...

It's not a question of if, but when... 🧨 https://t.co/GhbSkf3wcP


Demand is outpacing Supply... Scarcity + rising demand = higher prices... the trend remains intact

Summary: Bullish silver on structural demand deficit from AI, solar, EVs, data centres outpacing scarce supply.

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

$SILVER : will the run continue?

The silver rally wasn’t a surprise, it was obvious.

I missed it, mainly due to lack of experience dealing with physical commodities (buying, storing, selling).

From a macro standpoint though, the thesis is clear:

Demand is outpacing Supply.

Silver is a scarce metal and a critical input for:

Semiconductors, data centres, batteries, solar panels, EVs, electronics, and military applications.

As AI, solar, data centres and EV adoption continue to scale, demand for silver rises alongside them.

Longer term, this risks creating a structural deficit, where annual demand consistently exceeds annual supply.

Scarcity + rising demand = higher prices,
unless a viable alternative replaces silver in these use cases.

Will that happen? Maybe, but until it does, the trend remains intact.


Summary: Discloses 5 held long positions: RKLB, PLTR, IREN, NBIS, ACHR across space, AI, BTC mining, and UAM.

5 Positions I'm Most Excited About:

1. $RKLB - Space Logistics
2. $PLTR - AI Enterprise
3. $IREN - Sustainable BTC Mining & AI Infrastructure
4. $NBIS - AI Cloud Solutions
5. $ACHR - Urban Air Mobility

Which positions excite you most?


$IREN - Sustainable BTC Mining & AI Infrastructure


Summary: Calls IREN, NBIS, and KRKNF phenomenal buys in response to a which-is-better-buy prompt.

@YodaStockInvest $IREN $NBIS and $KRKNF are phenomenal buys

Which do you think is a better buy right now?

$NBIS at $89
$IREN at $42
$CIFR at $16

$AMD at $223
$NVDA at $188

$HIMS at $33
$OSCR at $14
$NVO at $52

$SOFI at $27
$FUBO at $2
$KRKNF / $PNG.V (Kraken Robotics) at $6


Summary: Bullish NBIS to $100 following multi-billion MSFT AI infrastructure deal.

$NBIS to the moon! 🚀 🌙

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

$NBIS announces multi-billion dollar agreement with $MSFT for AI infrastructure.

The stock is up over 13% in after hours 🚀 https://t.co/KZ5wujKHzj


Summary: SOFI looking attractive here; bullish lean from current levels.

@CaesarCapitalz @StockChaser_ $SOFI is definitely looking attractive here


Summary: Long MU long-term at current levels despite near-term resistance risk.

@TradexWhisperer Resistance kicking in at $370 . Many will likely get trapped near term buying here. Although I believe long term this will prove to be a great price.

$MU +7.5% Ripping https://t.co/KCqI73DKCM


Summary: IREN is the best opportunity in the market right now; author challenges anyone to name a better-positioned stock.

$IREN is the best opportunity in the market right now.

Prove me wrong - name a single stock better positioned. 🤔🚀 https://t.co/MmEgGB2iRX


Summary: Long NBIS (structural) and IREN (tactical); tactical GTC-driven rally expected in NVDA and VRT, but full structural rally contingent on non-hawkish FOMC Wednesday.

Nvidia's biggest event of the year starts tomorrow.

In the middle of a war, a $SPX 200-DMA breakdown, and a paralyzed Fed.

Jensen Huang ( $NVDA ) has one speech to either save the market or sink it.

---

The S&P 500 just closed at its 2026 low. Three straight losing weeks.

The 200-day moving average broke Friday - that's the technical signal that triggers institutional selling at scale.

The market desperately needs a positive catalyst. https://t.co/GVQUhYfZuN

---

Enter GTC.

Tomorrow 2PM ET 🇺🇸/ 6pm BST 🇬🇧, Jensen unveils Nvidia's AI roadmap - reportedly a $26B bet on open AI infrastructure.

$NVDA just invested $2B directly into Nebius ( $NBIS ), which surged 22.76% this week.

The AI capex story isn't dead. It just got a $2B exclamation mark.

---

But here's the problem: Nvidia can't fix oil.

Brent still above $100. Iran's new Supreme Leader says Hormuz stays closed.

The Fed meets Wednesday with 3.1% core PCE AND -92K jobs in February.

Whatever Jensen says, the macro tape is broken until Wednesday 2PM ET 🇺🇸 / 6PM BST 🇬🇧.

---

So the Key Take is this:

GTC keynote = tactical rally in AI ( $NVDA, $NBIS, $IREN, $VRT ).

Structural rally requires FOMC to not be hawkish Wednesday.

Two separate tests. You can win on GTC and still lose on FOMC.

Don't conflate them.

---

The biggest news nobody's pricing: US and China are in Paris RIGHT NOW for trade talks ahead of Trump-Xi Beijing summit March 31.

China gets 45% of its oil through Hormuz.

That shared pain could produce coordinated diplomatic de-escalation.

That's the real bull case. Not GTC. China.

---

My positioning:

$NBIS long - watching $108-109 to add ( $NVDA investment = structural validation, not tactical)
$IREN long - watching $36.50 to add (waiting for FOMC clarity)

Cash ready through Wednesday.

This week defines Q1. Not adding more before Wednesday 2PM.

⚡


$IREN long - watching $36.50 to add (waiting for FOMC clarity)


GTC keynote = tactical rally in AI ( $NVDA, $NBIS, $IREN, $VRT )


Summary: Prefers NBIS as the better buy now on clean chart setup; still long IREN long-term but wants consolidation after vertical move.

Although I think $IREN remains severely undervalued, it’s starting to look a bit extended here.

$NBIS is the better buy right now - the chart still looks perfect.

I’d like to see $IREN consolidate after this vertical move. ⚡


$NBIS is the better buy right now - the chart still looks perfect


Summary: Bullish on both IREN and NBIS for great years ahead; dismisses need for near-term deals.

@YodaStockInvest The entire market has consolidated sideways for 5 months. Zoom out. $IREN does not need near term deals to succeed. Both $NBIS and $IREN will have great years to come

$IREN bulls were sure that in 2026 they’d outperform $NBIS

So far the opposite has been true, partly because of $BTC performance. $IREN needs DEALS to make sentiment come back.

I’m holding both and still believing in strong performance for both in 2026🙏


Both $NBIS and $IREN will have great years to come


Summary: Called the dip a buying opportunity across NBIS, IREN, and RKLB; implicitly still bullish.

Turns out that dip was a pretty good buying opportunity $NBIS $IREN $RKLB 😊 https://t.co/5PKRrPHF0R


Turns out that dip was a pretty good buying opportunity $IREN


Turns out that dip was a pretty good buying opportunity $RKLB


Summary: IREN is severely undervalued; decisive bullish stance endorsing parent's thesis.

@YodaStockInvest It’s severely undervalued.

Please explain to me how $IREN can be overvalued:
3.4B ARR at the end of 2026 at a MC of <15B

That’s definitely not a massive P/S for a company growing at this rate
The stock seems overhyped, but is actually not priced to perfection


Summary: Reaffirms year-end price targets: IREN $75, RKLB $75, NBIS $150.

Year-end targets remain:

$IREN → $75
$RKLB → $75
$NBIS → $150

Do we still achieve these targets by year-end? 🚀🌙


Summary: Buy these names in November ahead of a December rally across crypto and growth equities.

🔥 November is the time to load up.
🎉 December is the time to party.

$IREN $NBIS $RKLB $BTC $ETH $SOL 🚀


The chart for $IONQ still looks strong. $100 isn't impossible. 🚀

Summary: IONQ chart looks strong with $100 target despite quantum computing being a bubble; RGTI called out as bubble alongside IONQ.

🚨 The market can stay stupid far longer than you can stay rational…

⭕ AI isn’t a bubble.
🫧Quantum computing is - $IONQ $RGTI.

That doesn’t mean you can’t profit from it.
The chart for $IONQ still looks strong.

$100 isn’t impossible. 🚀 https://t.co/duN0VGf1aT


Summary: Rate cuts seen as short-term bullish catalyst for IREN, NBIS, and RKLB.

@WatcherGuru Rate cuts will be short term bullish for the market $IREN $NBIS $RKLB

JUST IN: 🇺🇸 President Trump says immediate rate cuts is a requirement for the next Fed Chair.


Summary: TSLA has not bottomed yet; expects it to base around $280, implying further downside from current levels.

@Mariusz_Invest Close but no cigar. More likely it forms a base at $280 imo

Is the $TSLA bottom in? https://t.co/85qouqaweY


Summary: Bullish IREN and NBIS; expects explosive upside run when geopolitical/macro tensions settle.

@Mr_Derivatives Exactly.

When geopolitical tensions settle and macro sentiment shifts. The $IREN $NBIS run will be explosive

$ASTS $RKLB $IREN $CIFR $ZETA $FLY

A lot of these high beta names have been pretty damn decimated recently.

But like a rubber band, when the macro and broader market dust settles, can snap back to the upside. Maybe even violently too if even just a V shape DCB.

Watchlist.


Summary: Holds ~60% in IREN and ~25% in NBIS, both with great upside potential.

@iDhavalDP @ElonTus51482292 Own both. Circa 60% in $IREN share price, roughly 25% in $NBIS . Both have great upside potential

side-by-side comparison for $IREN & $NBIS

IMHO if you're looking for AI Cloud service play only then $NBIS is your choice. But if you need AI Cloud + $BTC exposure then $IREN is your choice. It's really that simple. or you can split your investment between both like i did. https://t.co/MUBqZ1pjRi


Summary: Added to IREN position at a discount; bullish.

Thanks $JPM … Bought more $IREN at a discount 🚀


Summary: Bullish OSCR: broke resistance on strong volume, next hurdle ~$25, expects continued upside beyond that.

$OSCR broke out of a resistance zone it had been battling for weeks on Friday..

💚It also broke out on great volume

🚫The next hurdle will be around $25

Once $OSCR breaks out of this the party really is only just starting 🎉 https://t.co/rC3RfHHVoR

$OSCR looks promising.

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

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

⚠ Nearing overhead resistance.

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


Summary: Bullish UNH with $330 as key support; sees a great buying opportunity on technical setup.

$UNH is well-positioned 🚀

Previous resistance now provides support.

💎$330 is a crucial level that should act as strong support.

✅Great buying opportunity (not FA). https://t.co/9GesgnlpzY


Summary: Bullish NBIS on NVIDIA's $2B investment announcement.

@zerohedge Pretty damn bullish $NBIS https://t.co/UoHCdhY1qH


Summary: Long IREN (and implied second ticker) at current levels; holding $39-40 support seen as attractive entry.

@rafalwywrocki97 Today is ugly but once again so far we are holding onto $39-40 support. Both are at very attractive prices here

@OInvests Yeah IREN is below 40 today with MSCI inclusion. Holding tight and buying more of both. Stay strong IRENBIS family xD


After almost 3 months of consolidation, sellers look exhausted. Yesterday's surge in volume shows buyers stepping back in. Setup looks primed for the next breakout.

Summary: Long RKLB: sellers exhausted after 3-month consolidation, volume surge signals buyers returning, setup primed for breakout.

$RKLB: After almost 3 months of consolidation, sellers look exhausted.

📊 Yesterday’s surge in volume shows buyers stepping back in.

⚡ Setup looks primed for the next breakout. 🚀 https://t.co/983TkSWAM8

3⃣ $RKLB: Overall Positive Chart

💠Bouncing between a range

🟢 Strong support below

🟢 Resistance ~$50

$RKLB is ready for a catalyst to set direction.

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


Summary: Hold physical gold and BTC in cold storage as protection against currency debasement over the next decade.

Gold commodity; GLD is standard ETF proxy

I don’t think people realise how quickly things are about to change.

The rate of currency debasement is frightening - your money is quietly losing value every single day.

Keeping excess cash in the bank isn’t “safe.” It’s a slow bleed. 🩸

So what can you do? 👇

---

✅ Emergency fund in cash (short-term safety)
🪙 Physical gold (store of value)
🏠 Real estate (tangible asset)
📈 Productive assets (equities, strong firms)
$BTC - in a COLD WALLET, not an exchange.

Protect your 💰 power. The next decade belongs to those who prepare early. ⚡


$BTC - in a COLD WALLET, not an exchange.


$UNH shows promise. Breaking $330 resistance could trigger significant momentum

Summary: Bullish UNH on technical setup: broke above 50-day SMA with volume, EMA stack aligned, watching $330 resistance for momentum trigger.

$UNH shows promise.

🥊 Downtrend for months.

💠 Consolidated since May.

Buyers are active:

🟢 Broke above 50-day SMA with strong volume
🟢 Holding above 50-day SMA.
🟢 10 EMA above 20 EMA, price above 50-day SMA.

🚨 Breaking $330 resistance could trigger significant momentum https://t.co/6UeUfj9cHf


Summary: Holds both NBIS and IREN long; both expected to do well as they offer different solutions.

@shabamlo Both will do well my exposure is to $NBIS and $IREN as they provide different solutions


Summary: Author highlights NBIS and IREN as power-capacity plays on Jensen's thesis that energy is now the primary AI constraint.

Jensen at $NVDA GTC:

"Last year I said $500B in AI demand. Now I see $1T minimum"

"Primary constraint is no longer chips - it's energy. Energy is the foundation"

$NBIS: 3+ GW contracted
$IREN: 4.5 GW owned

Power is the bottleneck.

$NVDA +2.2%


Summary: Inverse Cramer play on IREN: Cramer sell call means buy, rocket emoji confirms bullish intent.

2.3M followers got to hear directly about $IREN here. The inverse Cramer affect will be in full swing soon 🚀

Year of Magical Investing is back. Sell any company NOW that is doing a financing (a la IREN) or has big insider selling... Stay close here!!! No one else will call this stuff... but i have 1999-2000 encyclopedia in my head from when they still used them. Investors must be


Summary: Bullish on Vertiv as a cooling play on rising data center energy demands; decisive forward lean.

$VRT is worth looking into. Not a stock to sleep on… 🚀 https://t.co/TwfdM0MTAR

5⃣ Cooling Solutions ❄
More energy → more heat → more cooling required:

$CARR $MOD $VRT https://t.co/oRxVwYtaLe


Summary: Long BTC: expects it to run next on rate cut catalyst end of month after gold's flush of retail exit liquidity.

$GOLD Like clockwork. Retail were the exit liquidity. $BTC runs next. The major catalyst will be the rate cut end of month

JUST IN: Gold falls 6.3%, largest single-day drop since April 2013. https://t.co/SwZPzpjWVV


Summary: Bullish NBIS after initiating in the 30s; calls today's surge just the beginning with incredible future potential.

$NBIS: We initiated a position in the 30s.

A massive day for NBIS shareholders!

Congratulations, this is just the beginning.

The future potential is incredible. https://t.co/kzoN2Dceus

$NBIS to the moon! 🚀 🌙

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


Summary: High-conviction long on IREN, singled out as an exceptional business worth concentrated position.

Conviction is 🔑 $IREN 🔐 https://t.co/rrM87aOvP4

There are thousands of stocks you can buy, but I only want a few in my portfolio.

You only need a small number of exceptional companies to change your entire life. My highest conviction position is always above 50% because when I see a business with rare potential, the real


Summary: Strongly disagrees that NVDA is in final bull-market stages; sees the rally as barely beginning.

@TheLongInvest Disagree. We are barely even passing the start

$NVDA

We are very clearly not at the start or the middle of a bull market right now

We are in the final stages

A rising wedge towards a Wave 5 top after a parabolic move since April is a hallmark top indication.

$GOOG looks even worse.

The Street was caught out in '00, '08 https://t.co/xAQAJ7hx1V


When industrial demand for silver ceases. I don't foresee demand reducing with AI capacity, solar and EVs ramping up.

Summary: Bullish silver; industrial demand from AI, solar, and EVs will keep the rally going.

Silver commodity; SLV is standard ETF proxy

@LandoInvests @KobeissiLetter When industrial demand for silver ceases. I don’t foresee demand reducing with AI capacity, solar and EVs ramping up. https://t.co/x5eVpwIapx

@KobeissiLetter When does the party end?


$BTC is digital gold - and it'll outperform gold itself. The ultimate anti-inflation asset.

Summary: Long BTC as digital gold that will outperform gold as the ultimate anti-inflation asset.

Gold has outperformed housing since 1984.

💸 Cash is trash.

🟠 $BTC is digital gold - and it’ll outperform gold itself.

The ultimate anti-inflation asset. ⚡

@DeepValueBagger @TheStocksKing Here's a side-by-side comparison using US median home sales prices and gold prices per ounce:

1984:
- Home: ~$80,000
- Gold: ~$360

2025 (Oct 7):
- Home: ~$411,000
- Gold: ~$4,000

Gains:
- Home: +$331,000 (413%)
- Gold: +$3,640 (1,011%)

In 1984, a home took ~222 oz of gold;


$70s soon… let's skip through the $60s $RKLB

Summary: Bullish RKLB; expects it to blow through $60s and reach $70s soon.

@Prof_heist $70s soon… let’s skip through the $60s $RKLB 🚀

$RKLB If this setup isnt on your Watchlist.

You dont have a watchlist. Period.
The top leading setup and broke out last week.

Elevator to $60+ on the way. https://t.co/rutEhu4y18


Summary: Bearish PLTR into earnings; priced to perfection means anything less than a significant beat will push price lower.

@sheslee I believe this is correct. $PLTR is priced to perfection and expectations are high for earnings. Anything but a significant beat results in a drop imo. A marginal beat results in a fall in price

Is anyone else concerned that we’re getting, what’s looking like a dead cat bounce, before $PLTR earnings get released?

No denying that valuations are very high but I’m also not a trader so I don’t tend to trade short term volatility…

Still, feels kind of ominous…


Summary: Top picks in energy/power plays for AI buildout: VST and BE lead on speed-to-power advantage, CEG third.

@oguzerkan Out of this list which are your top3?

Standouts for me in this list are $VST $BE top 2 with $CEG 3rd.

Speed to power will be the multiple. $BE and $VST have an advantage here.

Jensen Huang: “The amount of energy we have limits what we can get done.”

Let’s remember this, chips are no longer the limiting factor for scalling AI, it’s energy.

If Jensen Huang is right and the demand will multiply over the next five years, the energy shortage will only get https://t.co/rrLtv619co


Standouts for me in this list are $VST $BE top 2 with $CEG 3rd.


Summary: Bullish OSCR; closing above $20 round-number level would be a positive breakout signal.

$OSCR is around $20 now.

Wall Street loves round numbers. 😂

Closing above $20 would be great.


Summary: IREN is not priced to perfection, implying upside from current levels.

@SBADJ1 @Ashton_1nvests I agree $IREN is NOT priced to perfection here

@OInvests @Ashton_1nvests Many of the high flying companies talked about on X are priced to perfection, though IREN is not near ATH, so disagree on this one. One day you wake up and a new deal or news is announced, and then there's a much higher priced for projection target.


Summary: Predicts IREN hits $100 by year-end.

$IREN will reach $100 by year end. https://t.co/lca2xtOO1q


Summary: Holds NBIS, IREN, and BTC through turbulence; expects recovery.

Little bit of turbulence but we’ll get out of this ok $NBIS $IREN $BTC 😅 https://t.co/WYqV0B8Xj9


Summary: SOFI set up for another leg higher.

@TrendSpider SOFI looks positioned for another potential leg up 🚀

Hey I've seen this one before, it's a classic!

$SOFI | $HOOD https://t.co/f964WeS5cr


Summary: IREN leads the data center stock recovery, NBIS closely behind; both outperform peers.

@accounting_ds $IREN will lead, $NBIS will closely follow. The rest will play catch up.

Data Center stocks seems to be turning positive again sentiment wise at least on FinX

They can move aggressively back up just as quickly they moved aggressively down in November

The ones im looking at for the biggest runs $HUT $IREN $CIFR $NBIS

Winners will run ahead of pack


Summary: Long IREN, NBIS, and VRT as the essential beneficiaries of AI infrastructure buildout across power, compute, and cooling.

@zerohedge Why don’t you take a step further back.

The infrastructure for AI will only fuel disruption.

There is no AI without:

Power.
Compute.
Cooling.

$IREN $NBIS $VRT

At this rate mining stocks will be the only sector chatbots can't disrupt


Summary: Expects IREN to find a bottom in the $38–$41 range, implying upside from there.

The bottom for $IREN will likely be in the $38–$41 range.👀 https://t.co/fBRqFpr1Rj


$TSLA looks promising. A breakout could trigger a 2024-like surge.

Summary: Bullish TSLA: rising volume + potential breakout above 350–360 resistance could trigger a 2024-like surge.

Tesla has fluctuated in this range for months.

🚨 These are our target setups.

🟢 Volume is increasing.
🔴 Key resistance levels above in the 350–360 range.

⏳ A breakout could trigger a 2024-like surge.

$TSLA looks promising. https://t.co/H5v2UHNFaD


Short term it's finished. Could potentially see single digits

Summary: Bearish HIMS short-term; expects sharp decline to single digits.

@Mr_Derivatives Short term it’s finished. Could potentially see single digits

Is $HIMS gonna react positively or negatively to this news on Monday?


Summary: Watching infrastructure plays IREN, VST, VRT, NBIS, MU, RKLB, KRKNF for base formation; structural demand intact through volatility.

The infrastructure buildout continues through volatility.

What I'm watching from here:

Power:
• $IREN - AI data center power
• $VST - Utility-scale energy

Cooling:
• $VRT - GPU cooling systems

Compute:
• $NBIS - AI cloud infrastructure
• $MU - Memory infrastructure

Space & Defense:
• $RKLB - Space systems
• $KRKNF - Naval UUVs

Red days don't change structural demand.

Watching for base formation. ⚡


Summary: Endorses only BTC, ETH, and SOL as having real value; everything else is garbage.

@RKLBMan Fully agree with this take, meme coins, alts etc tarnished the purpose of crypto. There really is only 3 coins of value in the crypto space for me.. $BTC $ETH and $SOL the rest are absolute garbage.

@OInvests I'm not slamming $BTC, but there's clearly been a lot of gambling on memecoins and junk over the years.


Summary: Added to BTC and SOL positions today.


Summary: Liquidity rotation from gold into BTC within 2 weeks on rate cuts, QE hints, and positive US–China headlines.

This chart’s been circulating lately…
Do you see it yet? 👀

🏅 $GOLD → $BTC 🟠

My call: it plays out within 2 weeks. ⏳

💸 Rate cuts
🏦 QE hints
🇺🇸🤝🇨🇳 Positive US–China headlines

The liquidity shift is coming. ⚡🚀 https://t.co/lAlgzzCvOj


$GOLD → $BTC. My call: it plays out within 2 weeks.


Summary: Author presents these six stocks as the essential, sequentially dependent infrastructure stack bridging military drone tech to commercial applications by 2027-2030.

The complete infrastructure stack:

Military applications today → Commercial applications tomorrow.

Same technology layers coordinate both:

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

SPACE: $RKLB (satellite launches), $ASTS (direct 4G/5G connectivity)

INTELLIGENCE: $PLTR (coordination)

CONNECTIVITY: $ONDS (terrestrial comms)

Sequential dependencies. All essential.

Commercial applications (2027-2030):

LOGISTICS: $AMZN Prime Air, medical supply delivery, last-mile

INFRASTRUCTURE: Power line inspection, bridge monitoring

AGRICULTURE: Crop monitoring, precision spraying

EMERGENCY: Search/rescue, disaster response, firefighting

Military https://t.co/y7he1WuiEI


Summary: Endorses bullish view on NBIS; chart looks phenomenal.

@StockChaser_ I might have to get some arrows 🤣This tweet banged! I agree tho… $NBIS chart looks phenomenal

I said I liked what I was seeing on $NBIS https://t.co/cPiyD1hiLo


Summary: Agrees a solid base has formed and the bottom for NBIS is likely in; bullish from here.

@Mr_Derivatives This looks like a solid base has formed. I agree here.. the bottom for $NBIS is likely in.

$NBIS Another Inverse Head and Shoulders spotted. Not sure if I drew the neckline properly here. If anyone want to chime in.

But looks like if it can clear $110-$115ish with conviction, certainly a retest of the $135 ATH closing price on deck.

I like this name. https://t.co/xZwiUgG08O


Summary: Bullish on IREN following strong earnings results.

$IREN (IREN) #earnings are out: https://t.co/QOvBqIafct


Summary: Adds IREN and VRT as essential names missing from a must-own stock list.

@TheStoicCapital A list without $IREN and $VRT is incomplete. Other than that great list

These 5 stocks are all you need:

$ASTS – space-based cellular network for the entire planet

$TE – domestic solar manufacturing for the AI energy boom

$ONDS – autonomous drone + defense comms contracts ramping

$KRKNF – subsea robotics + defense exposure with Anduril link


$NBIS is starting to look excellent from a Technical perspective. Price has reclaimed the 50 SMA, 10 EMA > 20 EMA (bullish crossover), Strong close near $100 with high volume

Summary: Bullish NBIS on technical breakout: reclaimed 50 SMA, bullish EMA crossover, strong volume close near $100.

$NBIS is starting to look excellent from a Technical perspective.

💎Price has reclaimed the 50 SMA
💎10 EMA > 20 EMA (bullish crossover)
💎Strong close near $100 with high volume

If we hold above $100, this consolidation phase turns into a base of support.

Do we hold $100.. or do we get one more shakeout first?


Summary: Short-term bullish trend intact for OSCR despite resistance at ~$20; healthy pullback and bullish EOD close.

🚨 $OSCR has struggled to break through our purple overhead resistance block.

🏥Yesterday's pullback was healthy, and the end-of-day close was bullish.

✅The short-term bullish trend continues…

⭕ Resistance remains around $20.


Summary: Endorses patience on IREN; a better deal secured over time means higher pricing multiples ahead.

@beavinvests Few understand the pricing multiple increases over time. Patience is actually beneficial to $IREN securing a favourable deal

People buy $IREN stock fully realizing the potential, and then are upset about a deal having not been signed yet.

Have some patience.

$IREN literally owns multiple sites that could be sold for the entire market cap right now.


Summary: Inverse-Cramer logic: Cramer's sell call on IREN means buy; implied bullish on IREN.

@moninvestor The inverse Cramer is in full effect https://t.co/rczea5bdfJ

Cramer is once again telling investors to sell $IREN.

The last time he made that call, the stock gained 58.02% in a single month. https://t.co/MazYK0p2UK


Summary: Author sees Fed cut as step 2 of 3 catalyst sequence; expects market to go parabolic into year-end, bullish BTC, ETH, SOL, IREN, NBIS, RKLB.

Step 1 of 3 complete ✅

🏦 Fed rate cut next

Time for this market to go parabolic through year-end. 🚀

$BTC $ETH $SOL $IREN $NBIS $RKLB https://t.co/OAQ5J7NJTw

🚨 TRUMP TO MEET XI IN TWO WEEKS

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

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


Time for this market to go parabolic through year-end. 🚀 $ETH


Time for this market to go parabolic through year-end. 🚀 $SOL


Time for this market to go parabolic through year-end. 🚀 $IREN


Time for this market to go parabolic through year-end. 🚀 $NBIS


Time for this market to go parabolic through year-end. 🚀 $RKLB


Summary: Bullish VRT; the cooling/heat angle of data center power growth makes it a stock not to overlook.

$VRT : With more Power comes more…. HEAT 🔥 💦

$VRT is worth looking into. Not a stock to sleep on… 🚀 https://t.co/TwfdM0MTAR


Summary: Expects IREN to reach all-time highs from here.

@teslamoonuae All time highs should be coming 🔜


Summary: Long IREN as a generational opportunity at current prices on AI power infrastructure thesis targeting $100B market cap.

$IREN at current prices is a generational opportunity.

$IREN will be a $100B company.

4.5 GW power secured. Sweetwater operational April.

Jensen: "Energy is the foundation of AI infrastructure."

The power layer behind the token factory. https://t.co/XMmnTU1zzI


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

Summary: Bullish NBIS with $100 price target; expects breakout imminently.

$NBIS - The dormant volcano has awakened.

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


Summary: IREN poised to break $40; momentum building into the weekend.

$IREN — the sleeping giant is waking up.

📈 Momentum building into the weekend.

🕰 Soon to break $40 🚀 https://t.co/jp4wDiVo9r


Summary: Bullish BTC, ETH, SOL, XRP — expects a significant move higher, potentially catalyzed by a dovish Powell signal.

$BTC $ETH $SOL $XRP : we’re about to go higher… much higher 🚀

All we need is a Powell special to ignite this flame 🔥🕯 https://t.co/gUXZFzyBTM


I think $IREN 5x's before $TSLA. Although I believe both can more than 5x by 2030

Summary: Long both IREN and TSLA to 5x+ by 2030, with IREN seen as faster mover.

@GrindeOptions I think $IREN 5x’s before $TSLA. Although I believe both can more than 5x by 2030

If I were to pick one stock to sell options on for the next 5 years, I’d probably choose $TSLA.

What would you pick? 👀


Summary: Reaffirms NBIS will hit $150 by end of week.

I still stand by this. $NBIS $150 by end of week 🎆 🎇

$NBIS back where she belongs - $150 by end of week 💥 https://t.co/QpbyTNzVw1


Summary: Long IREN long-term: 4.5GW grid power + $3.6B GPU financing at <6% drive AI dominance despite earnings miss and no hyperscaler deal.

$IREN just reported Q2 FY26 earnings.

Earnings were missed and no hyperscaler deal was announced.

But here’s what actually matters:

💎 Secured grid-connected power increased to 4.5GW+
💎 $3.6B GPU financing secured at <6% interest
💎 Power capacity scheduled to ramp from 2028

Infrastructure scale and power access drive long-term AI dominance.

Short-term price action may not reflect this.

Long-term, the market tends to catch up.

---

Please see below for reference the statement released by $IREN

https://t.co/fiVqASNKtR


Summary: NBIS bearish if it fails to hold the 150 SMA; next support at $75, 200 SMA at $74.78.

$NBIS Yikes.. is $MSFT to blame?

Next crucial support level sits at $75 if we do not hold the 150 SMA.

200 SMA sits at $74.78 https://t.co/hVhDpbMecD


Summary: Long Amazon on cloud/AI/robotics/space; cautious on TSLA as speculation fatigue looms and SpaceX IPO may erode its appeal.

Amazon prime services are expanding, cloud demand will continue to increase with AI expansion, robotics will vastly improve operational margins, progress in satellite projects and future potential for a slice of the space economy. Tarriffs have had far less impact on the business than expected. I think Amazon is looking like a great play for future years. $TSLA needs actionable steps rather than promises, I wonder how long before investors become tired of speculation. I also wonder how the IPO of SpaceX will affect Tesla share price as in truth many in invest in Tesla because of Elon.

@OInvests Entire 2025 was consolidation. I'm looking expanding ads and aws revenue expansion, margin improving.  Never know when it will make a breakout but I think 2026 has everything for it to make a breakout w/ AI enterprise spending, and perhaps a stronger economy. I'm growing tired of


$TSLA needs actionable steps rather than promises, I wonder how long before investors become tired of speculation


Summary: Bullish IREN, NBIS, and VRT as AI infrastructure demand accelerates from both hyperscalers and non-hyperscalers.

@Yeah_Dave Demand from both hyperscalers and non-hyperscalers accelerating confirms demand for AI infrastructure buildout will continue. Bullish for $IREN $NBIS $VRT

$NVDA guiding 80% growth even without China.  The last doomer bedtime story fails.  Good luck with all of those shorts and puts.

The implications for compute ( $NBIS, $IREN ), energy ( $TE, $BE, $EOSE ), and data ( $ASTS )... https://t.co/7yWrhKuFrr


Summary: Bullish both KRKNF (Anduril IPO/uplisting catalysts) and ONDS (World Cup 2026 catalyst) into 2026.

@c_hadjikyriacou Plenty of catalysts for both. Anduril IPO in 2026 and potential uplifting should draw eyes to $KRKNF .

World Cup 2026 might draw eyes to $ONDS

@OInvests I like both $ONDS & $KRKNF actually I had a small position on $KRKNF but I decided to go full on $ONDS just because my initial contribution was low and diversification kills gains but all in all has a great potential too.


$IREN appears set for a breakout. Above $21.50, it looks poised to run..

Summary: Bullish IREN: volume breakout above recent high with aligned EMAs/SMA; above $21.50 eyes a run.

$IREN appears set for a breakout. A volume surge on Friday pushed IREN above a recent high.

🟢 10 EMA above 20 EMA
🟢 20 EMA above 50 SMA
🟢 Price above the 50 SMA

Above $21.50, it looks poised to run.. https://t.co/Lt3Aumzi32


Summary: Expresses bullish lean on VST.

@accounting_ds @babyfolio I like $VST a lot


Summary: Expects ONDS correction imminent based on technical analysis.

@Han_Akamatsu I agree, a correction for $ONDS seems imminent from a Technical perspective

In case you see $ONDS losing $11.5, sell..
I don’t make the rules.

That would help me grab some cheap shares as well. Thank you. 🙃 https://t.co/qPVL9wIPLn


Summary: Bullish on IREN and NBIS for December, calling it an explosive month for both.

I’ll say it again… 📣

December will be an explosive month for the markets.

Christmas came early for $IREN and $NBIS holders 🎄🚀


$NBIS using the 10 EMA as support. BULLISH 🐂 🚀

Summary: Bullish NBIS as it holds the 10 EMA as support.


Summary: Long AMZN: robotics-driven margin expansion and continued AWS compounding support a bullish multi-year thesis.

@Leo_Traydes That’s not the only reason. Replacement of human workers with robotics will vastly improve margins. AWS will also continue to compound year on year

I’m not an $AMZN hater by any means

I think it’s a great hold for the next 5 years personally

However, it seems like the people of X love it so much right now simply because it’s a Mag7 name that only went up ~5% all of 2025


Summary: Long IREN on conservative pricing and margin expansion potential; NBIS has competitive advantage over CRWV.

@Gyujin_9701 Great post, thanks for the detailed breakdown.

From this, $NBIS appears to have a potential competitive advantage over $CRWV. I also agree $IREN looks conservatively priced, with meaningful room for margin expansion ahead.

$IREN $NBIS $CRWV
네오클라우드의 GPU 당 단가를 대략 비교해보고
아이렌의 ARR에 대한 전망을 살펴보자

먼저 $NBIS 의 $/GPU/hr 를 볼까요

H100의 경우 미리 예약하고 약정하고 쓰는 방식인 reserved의 경우 $2.00, H200은 $2.30으로 상당히 싸네요

다만 on demand, 즉 필요할 때 바로 빌려 쓰는 https://t.co/Fg85ZnvHrn


$IREN looks conservatively priced, with meaningful room for margin expansion ahead


Summary: Expects BTC to reach $80k; calls for patience.


Summary: Long 5 defense-tech names (PLTR, KRKNF, ONDS, RKLB, ASTS) as structural innovators with near-term geopolitical and long-term AI/autonomous/space tailwinds.

Geopolitical shocks trigger rotations into Defense, Energy, and Oil.

Historically, these rallies are short-lived.

But some defense names aren’t just cyclical plays. They’re structural innovators that will shape the long-term trajectory of defense.

5 defense stocks that benefit near-term AND long-term:

• $PLTR - Operating system for military intelligence. Integrates battlefield data, targeting systems, and logistics across DoD operations.

• $KRKNF - Undersea warfare tech (tied to Anduril ecosystem). Builds sonar systems and autonomous underwater vehicles for mine detection and naval surveillance.

• $ONDS - Private 5G networks for drone coordination. Enables secure, real-time mesh communication for autonomous military systems.

• $RKLB - Rapid launch capability for national security payloads. Deploys surveillance, hypersonic test, and military communication satellites.

• $ASTS - Space-based mobile connectivity. Provides direct satellite-to-phone coverage for military operations in denied areas.

Why these work beyond geopolitics:

They’re not legacy contractors tied to procurement cycles.

They’re technology-driven with secular tailwinds: AI adoption in defense, autonomous systems, space commercialization, secure networks.

Near-term catalyst meets long-term growth thesis. ⚡


Undersea warfare tech (tied to Anduril ecosystem). Builds sonar systems and autonomous underwater vehicles for mine detection and naval surveillance.


Private 5G networks for drone coordination. Enables secure, real-time mesh communication for autonomous military systems.


Rapid launch capability for national security payloads. Deploys surveillance, hypersonic test, and military communication satellites.


Space-based mobile connectivity. Provides direct satellite-to-phone coverage for military operations in denied areas.


Summary: Bullish CRWD: post-earnings drop doesn't reflect intact demand fundamentals; beat across board, AI-native products up 120%.

$CRWD beat across the board, then dropped 4.6% after-hours.

Revenue $1.31B (beat)
EPS $1.12 (beat)
ARR $5.25B (+47%)
Falcon Flex $1.7B (+120%)

Market wanted more on guidance.

But the business is clear: cybersecurity spend accelerating, AI-native products growing 120% YoY.

Stock reaction ≠ business fundamentals.

Down 35% from highs. Demand picture intact.

⚡


Summary: Bought the dip on IREN and NBIS, viewing both as attractively priced.

@SelfMadeMastery How could I not? $IREN and $NBIS were on fire sale 🎁

Who bought that dip yesterday?

Cuz you're probably a genius.


Summary: Implies IREN is a beneficiary of the coming electricity/data center buildout constraint.

@SmallCapSnipa Hmmm I wonder who can help aid the solution? $IREN

Jeff Bezos: “We are going to start building giant data centers in space”

This tells you everything about where we are headed

We’re going to run out of electricity long before we run out of capital

Every megawatt that can be brought online will be monetized

This is so pivotal https://t.co/dHCfspr1Iw


Summary: Bullish BTC, conditional on mass adoption as currency or reserve asset.

@Leo_Traydes I'm bullish on $BTC but worth asking the reverse:

What guarantees scarcity drives price?

$BTC only hits $1M with mass adoption as currency OR reserve asset status. Scarcity alone doesn't create value - demand does.

To the Bitcoin bears that say it’s going to $0

Genuinely asking… why do you say that?

I’ve never seen an actual theory or reason it could just go *poof* down to 0


Summary: Bullish NBIS with a target in the $120s.


Summary: Consolidation building a confirmed base in IONQ; bullish swing momentum setup.

@TheRonnieVShow I like the fact you said “Trade”. Quantum provides no feasible value currently other than swing momentum trading. I agree tho.. a period of consolidation appears to be building a confirmed base in names like $IONQ

Next Big Trade...

Quantum:
$IONQ $RGTI $QUBT

Thank me later.


Summary: Expects RKLB to break out upward after a 3-month consolidation phase.

@AlvaroMysterio I think we zoom out of here… 3 month consolidation phase about to be broken

Are we headed to $60 fam? $RKLB https://t.co/8oqA2hcq5Z


Summary: Pending liquidity inflow will slingshot IREN, NBIS, RKLB, BTC, ETH, SOL higher once constraints loosen.

🚨 Elasticity.

Think of the market like a coiled spring… a catapult… an elastic band pulled tight. ⚡

We’re pending a liquidity inflow.

The moment constraints loosen… we slingshot into the stratosphere. 🚀🌙

$IREN $NBIS $RKLB $BTC $ETH $SOL https://t.co/fgXoAQBuQV


Summary: Initiated or added long positions in IREN, TSLA, NBIS, BMNR, and RKLB on chart strength and high conviction.

🔥 Loaded up on $IREN $TSLA $NBIS $BMNR $RKLB today.

📊 Charts = strength.
💎 Conviction > Diversification-for-diversification’s-sake.

Wealth is built through conviction and by letting your winners run. 🚀 🐎


Summary: Bullish on both IREN and NBIS following Microsoft's $33B neocloud investment and NBIS deal details.

$NBIS just hit a new all-time high after Bloomberg revealed more details on its deal with Microsoft:

- Access to >100,000 NVIDIA GB300 GPUs

- Includes using $NBIS' data centers to run large language models

- Microsoft investing $33B in neoclouds (Nebius, CoreWeave, Nscale, https://t.co/OiCn3cTwgl


Summary: Author frames CRWD-NBIS partnership as foundational AI-era security play; bullish both on Falcon native integration and Jensen's secure-by-design architecture.

$NBIS x $CRWD:

Falcon natively integrated into Nebius orchestration.

"CrowdStrike is the cybersecurity foundation for the AI era" - Daniel Bernard, CRWD CBO

Jensen's 5-layer stack (energy, compute, network, software, security).

First implementation of Jensen's "Secure-by-Design" at scale.

☁ CrowdStrike and @nebiusai are partnering to bring unified security to the next generation of AI cloud infrastructure.

By integrating the CrowdStrike Falcon platform into Nebius AI Cloud, organizations can scale AI workloads on high-performance infrastructure without https://t.co/vzWqkZhM7v


First implementation of Jensen's "Secure-by-Design" at scale


Summary: Buying these 7 names heavily on macro pullbacks at specified levels; risk/reward compelling at those zones.

2026 volatility creating accumulation opportunities.

If we get further pullbacks, these are levels where I'd be buying heavily:

$IREN: $25-30
$NBIS: $75
$VRT: $200
$MU: $260
$RKLB: $40-50
$PLTR: $80-100
$TSLA: $300

Not predictions - just zones where risk/reward looks compelling if we get there.

Building positions on macro weakness, not fearing noise.