$CIFR.

@blackpanthercapMay 9, 2026 · 7:58 PM

My wife's dad from UK is here during the weekend. He asked me at dinner tonight what I invest in. I listed them. All nine. $IREN. $NBIS. $CIFR. $ONDS. $RKLB. $AAOI. $AMPX. $PNG.V. $OUST. He waited for a name he recognised. Never came. "None of the big ones?" he said. I said no. He looked at me the way people look at someone who ordered something unusual off the menu. I didn't explain. I used to explain. I stopped. Because by the time you can explain it at a dinner table, the ENTRY window is usually closed. $IREN is signing $3.4B AI cloud contracts with NVIDIA. $RKLB just posted record revenue and backlog. $NBIS is up 110% year-to-date with $50B+ contracted. $AAOI is capacity-constrained through mid-2027. Nobody at that dinner table was talking about any of this. That is not a criticism of them. That is the whole point. -BP Not financial advice. Do your own research.

@blackpanthercapMay 4, 2026 · 4:53 PM

Nobody told the norm this: The best investments of the next 5 years won’t appear on CNBC. They won’t have celebrity endorsements. They’ll be in SEC filings. In DoD contract announcements. In hyperscaler earnings calls. In boring press releases nobody reads. On X by following the right people. $IREN. $ONDS. $AAOI. $RKLB. $NBIS. $CIFR. $AMPX. $PNG.V $OUST The information is public. Most people just don’t look. -BP Note: This is NOT financial advice.

@blackpanthercapApr 6, 2026 · 7:10 PM

H100 GPU rental prices just surged 40% in 6 months. From $1.70/hour to $2.35/hour. Capacity is effectively sold out across the board. Blackwell lead times are stretching into mid-2026. Here’s what that means in plain English: The companies that ALREADY SECURED power, land, and grid connections for AI compute are sitting on scarce infrastructure. $IREN. $NBIS. $CIFR. The four largest hyperscalers plan to spend $700 billion on AI infrastructure in 2026. That’s not a forecast. That’s disclosed capital. GPU prices going up is the neocloud business model working exactly as designed. Short contracts. Rising rates. Locked-in capacity. Still holding all three. -BP Reminder: This is not financial advice.