Wayne Liang — The future is on sale right now.
AI Semis:
$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%
Neocloud:
$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%
Space:
$ASTS -57%
$FLY -70%
$RKLB -…↗
Jul 17
InvestmentGuru — NeoCloud Capitulation?
$NBIS
$CRWV
$CIFR
$IREN
$APLD
$BTDR
$HIVE
$KEEL
$DGXX
NeoCloud continues to show signs of capitulation as selling pressure remains intense and every bounc…↗
Jul 16
Midas — Top stocks I'm buying using @asymmetrix_xyz, which finds 10x stocks early:
$NBIS
$MU
$SNDK
$CIFR
$CRCL↗
Jul 16
Midas — Using @asymmetrix_xyz, here are my top winners:
1) $NBIS
2) $ONDS
3) $CIFR
4) $RDDT
5) $RKLB↗
Jul 16
Midas — Using @asymmetrix_xyz here are my top winners:
1)
$INFQ
2)
$ONDS
3)
$NBIS
4)
$RDDT
5)
$CIFR
Follow me for more.↗
Jul 15
Mike Investing — Markets are currently going through what’s known as a “Silent correction”
This happens when Indices & MAG7 names lead, & stay near ATH’s while many mid/small caps experience heavy…↗
Jul 15
mon — Trump came to save the day.
$IREN, $NBIS, $CIFR, $NUAI
Politics aside, Trump is right here.
Data centers are current economic engines. They bring billions of dollars of investme…↗
Jul 15
Wayne Liang — Just a shower thought...
If you look at the actual numbers of AI agents, 79% of companies have adopted them, but only 11% have them running in production.
That gap isn't AI faili…↗
Jul 14
Michael Sikand 🦑 — $CLSK looks like the most explosive neocloud set up up just 7.5% after landing a 20 year triple net AI lease.
Now has double its market cap in contracted revenue plus around $1B B…↗
Jul 14
Shay Boloor — New York becomes the first U.S. state to halt new hyperscale data centers using 50MW or more of power.
$NBIS, $CRWV, $IREN, $CIFR, $SHAZ, $WYFI, $WULF https://t.co/A9bUeUct3Q↗
Jul 14
Lando — Just your friendly reminder that most of these companies have 0 DC in New York $IREN $NBIS $CIFR
Long west Texas 🇺🇸↗
Jul 14
Wayne Liang — $CLSK just became an official HPC company, not a speculative one.
20-year infrastructure deal signed today with a high-investment-grade global tech company.
Very happy to see thi…↗
Jul 13
Midas — Using @asymmetrix_xyz here are my top winners:
1) $INFQ
2) $ONDS
3) $NBIS
4) $RDDT
5) $CIFR
Follow me for more.↗
Jul 12
Wayne Liang — I feel like anyone publicly longing $WYFI will look like a genius down the line.
Fundamentals are rock solid.
Technicals are starting to line up.
Exactly what I saw in $IREN at…↗
Jul 12
Black Panther Capital — I’ve noticed a sad trend on X lately.
Long-term investors becoming ‘short-term’ minded.
Its like people have forgotten that:
AI demand projections 2030:
> AI workloads, 156 GW.…↗
Jul 11
Black Panther Capital — I sit in a cubicle five days a week. Same chair. Same hum of fluorescent lights. Same wheel.
I feel like a mouse in a box, running because the wheel is there, not because it goes…↗
Mike Investing — Mark my words…
If you’re looking to create generational wealth this year then load these 4 critical AI infrastructure names.
1. $WYFI ~ High Conviction @leopoldasch small cap nam…↗
Jul 10
Midas — Here are the top stocks I found using @asymmetrix_xyz:
$NVDA
$SIVE
$NBIS
$IREN
$CIFR
$WULF
$KEEL
Follow me for more.↗
Jul 10
Midas — Here are the top stocks I'm buying using @asymmetrix_xyz:
1) $NBIS
2) $RDDT
3) $INFQ
4) $CIFR
5) $WYFI
Follow me for more↗
Jul 10
Wayne Liang — Reminds me of last year when I was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Nailed the $NBIS call at ~$40 too.
People made multi-millions when I nailed the entire AI/…↗
Jul 10
Black Panther Capital — Someone is disrupting my retirement plan…
Luckily, I do have are a very particular set of skills; skills I have acquired over a very long career.
Skills that make me a nightmare…↗
Jul 10
Wayne Liang — Neoclouds (and $WGMI ETF) opening slightly red... completely reasonable and healthy after such a hot couple of days.
(Wouldn't be surprised if we flip green by EOD. $META soaring,…↗
Jul 10
Mike Investing — @bennybigbull @babyfolio Just some of my callouts this year fyi:
$NBIS @ $68
$CRWV @ $63
$PL @ $20
$META @ $520
$IREN @ $30
$NOW @ $82
$CIFR @ $11
$RKLB @ $56
$ASTS @ $63
& s…↗
Jul 10
Jason Luongo — 6. $CIFR - Cipher Digital
From Bitcoin miner to AI infrastructure landlord. $11.4B in contracted lease revenue. AWS is a tenant. 3GW power pipeline. AI data center revenues begin…↗
Midas — Using @asymmetrix_xyz here are my top winners:
1) $INFQ
2) $RDDT
3) $NBIS
4) $ONDS
5) $CIFR
Follow for more.↗
Jul 9
Black Panther Capital — @YoYInvestor If I’m not wrong it should be something like:
2027:
$ASTS: 29B USD today → 79.5B USD
$PL: 10B USD today → 27.4B USD
$ONDS: 4B USD today → 11B USD
$AAOI: 9B USD today…↗
Jul 9
Black Panther Capital — Here’s the price targets I’m targeting for my own portfolio in 2027 and 2030:
2027:
$ASTS 73.27 USD → 200.95 USD $ONDS: 7.72 USD → 21.17 USD $AAOI 124.57 USD → 341.65 USD $PNG.…↗
Jul 9
Black Panther Capital — Day 189/365 of The 365-Day Pact
189 days down, zero missed. Showed up every day, good or bad, no matter what was going on in my life.
Long-term portfolio: +49% YTD.
Short-term po…↗
Jul 9
Black Panther Capital — Semis, memory, and datacenter sectors are wiring up again.
All you need to know:
> FUD will cycle in and out over the next couple of years.
> demand and shortages are real and s…↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 9
Lando — @accounting_ds @Kaizen_Investor AI infra is just beginning, we tried to talk about colo plays like $CIFR and $WULF with @bitcoinbutcher1, but I don’t think that’s as prevalent here…↗
Jul 8
InvestmentGuru — NeoCloud is one of the strongest sector today.
$IREN
$NBIS
$CIFR
$CRWV
$KEEL
$APLD
$WYFI https://t.co/iP9hTZlDm6↗
Jul 8
Wayne Liang — AI infra/neocloud selloff summarized:
> Bloomberg floated the idea of $META selling excess compute
> Retail sells off neocloud & AI infra
(Names like $NBIS, $IREN, $CIFR, $WULF,…↗
Jul 7
Lando — Daniel’s been working hard on these videos, his recent one applies to the neocloud/colo business
$CIFR $WULF $IREN $NBIS $CRWV $HUT $APLD etc
Definitely check it out when you’ve…↗
Jul 7
Jason Luongo — 5. $CIFR - Cipher Digital
From Bitcoin miner to AI infrastructure landlord. $11.4B in contracted lease revenue with AWS and Fluidstack. 3GW power pipeline. AI data center revenues…↗
Black Panther Capital — Cerebras just said the quiet part out loud on their first earnings call as a public company. CEO Andrew Feldman said the biggest constraint on AI growth is no longer chip supply or…↗
Jul 6
Wayne Liang — Anyone who bought AI infra/neocloud during the selloff is probably about to get paid.
No fundamentals have changed. HBM is still sold out, backlogs are still growing.
That $NBIS…↗
Jul 5
Black Panther Capital — Everyone wanted:
$NBIS at $260 and is hesitating at $215.
$AAOI at $220 and is hesitating at $130.
$RKLB at $150 and is hesitating at $100.
$ASTS at $130 and is hesitating at $85.…↗
Jul 5
InvestmentGuru — The recent selloff in NeoCloud and AI infrastructure stocks has created some of the most attractive buying opportunities for long-term investors.
My watchlist:
$NBIS
$CIFR
$CRWV…↗
Jul 4
Wayne Liang — It doesn’t matter if you’re team $NBIS or team $IREN, or invested in other solid picks like $CIFR, $CRWV, etc.
We’ll all win in the end…
Agentic AI is going to make the current c…↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE
> Long-Term Port: -21.33%
> Short-Term Port: -10.78%
YTD PERFORMANCE
> Long-Term Port: +50.07%…↗
Wayne Liang — So there's the floating idea (from one analyst) of minor hyperscaler capex cuts at Q2 earnings...
Even if it happens with one or two, we're still at $700B+ combined this year. Wou…↗
Jul 3
TheValueist — $IREN $CRWV $HUT $CIFR EXECUTIVE CONCLUSION
IREN’s new co-CEO compensation structure is an economically outsized founder-retention mega-grant. The structure has 2 shareholder-alig…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
Midas — Here are the companies I found using @asymmetrix_xyz:
Robotics: $TSLA, $OUST, $BB
AI: $NBIS, $CIFR, $IREN
Space: $RKLB, $ASTS, $SPCX
Energy: $BE, $TE, $IMSR
Software: $NOW, $M…↗
Shay Boloor — Neo-cloud names are moving lower after reports that $META is developing “Meta Compute” a cloud business to sell excess AI compute.
The market is reading this as potential new hype…↗
June 2026 · 112 mentions
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 29
Jason Luongo — Pullbacks are where long-term portfolios are built.
While everyone panics, I'm looking to add to these 8 stocks:
1. $IREN - IREN
2. $TE - T1 Energy
3. $ONDS - Ondas Holdings
4. $…↗
Lando — Looks like they need somewhere to plug in all those chips right $IREN??
I’m sure most Neocloud/Colo will do well as well. Question is who will be the best?
$NBIS $CRWV $IREN got…↗
May 31
Black Panther Capital — MAY 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE:
> Long-Term Port: +43.99%
> Short-Term Port: +63.54%
YTD PERFORMANCE:
> Long-Term Port: +81.13…↗
May 31
Michael | Hypermarkets — It's September 2026, stocks I bought under $20 and they exploded 1000%
1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Le…↗
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 30
mon — $IREN, $NBIS, $WULF, $CIFR, $CRWV
One thing that stood out to me after going through the latest earnings from Microsoft, Amazon, and Alphabet is that the constraint is "time to co…↗
Apr 30
Black Panther Capital — Here’s a full breakdown on our monthly economy and what we use:
For context we are 2 adults and 3 kids. Tax around 38-50% depending on income. Top 1% national income.
Monthly hou…↗
Midas — I am not a buyer of $IREN till $20.
I am not a buyer of $ONDS till $3.
I am not a buyer of $CIFR till $7.
I am not a buyer of $NBIS till $40.
I am not a buyer of $RKLB till $30.
I…↗
Mar 30
TheValueist — Most of the HPC/neoclouds are getting smoked today. This is not a good environment for them.
$CRWV $IREN $CIFR $HUT https://t.co/8wBUTr8iux↗
Mar 30
Midas — STOP LISTENING TO IDIOTS
They told you to buy the dip on $IREN
- it dips further.
They told you to buy the dip on $ONDS
- it dips further.
They told you to buy the dip on $C…↗
Mar 30
mon — $IREN is down -5.04% and trending on Stocktwits.
Not sure why, when $NBIS and $CIFR are both down around 6%. https://t.co/n99YmQ5nrF
February 2026 · 325 mentions
Feb 28
Black Panther Capital — My US/Iran War Playbook:
Took profit on my positions almost two weeks ago. Expected this.
Not lucky. Just disciplined.
Here’s how I’m thinking about Monday:
→ The Historical Se…↗
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 28
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #32
Daniel & I dove into five big themes:
• Is AI taking your job?
• Where we’re buying the dip
• What I’m doing with $EOSE
• Earnings reactions:…↗
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
In this update, I’ll cover:
1. The position I’ve sold from my LT portfolio.
2. The positions I’ve added to in my LT portfolio.
3. My approach to…↗
Jan 31
Mike Investing — If you have these sectors in your portfolio you will greatly outperform the S&P500 in 2026:
Space ~ $ASTS, $RKLB, $LUNR
Drones ~ $ONDS, $AVAV
AI ~ $IREN, $CIFR, $NBIS, $ZETA…↗
Black Panther Capital — ⚡️JUST IN:
Vanguard increases their position in:
- Increased position in $CIFR by 62.47 %.
- Disclosed 5% ownership in $ONDS.
- Increased position in $ASTS by 114.21 %.
- Filed n…
— Btw, neocloud isn't just a 2025-2026 trade. We're still early…
All the names we’ve covered will benefit… $NBIS, $CRWV, $CIFR, $IREN, $WYFI, and more.
(I’ll share additional, new…
Shay Boloor — Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer
• $CRWV ~$66.9B revenue w/ 68% EBITDA margins
• $NBIS ~$39.7B r…↗
Jun 28
mon — Google said no, so $META signed a deal with $NBIS.
The Financial Times today reports that Google has limited Meta's use of its Gemini AI models.
Around March, Google told Meta it…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Wayne Liang — He's right! Fundamentals tell you what to invest in and technicals tell you when to enter.
> Last year, HBM demand was exploding while the market still saw $MU as a cyclical memor…↗
Jun 26
InvestmentGuru — NeoCloud pullback = gift for those who missed the run
After an impressive YTD run, profit-taking is completely normal. This is how markets work. The thesis hasn’t changed.
What…↗
Jun 25
Mike Investing — While others panic on pullbacks this is when you should be buying…
These 8 stocks are no brainers that can easily 10x:
1. Nebius ~ $NBIS
2. Cipher Digital ~ $CIFR
3. CoreWeave ~…↗
Jun 24
Wayne Liang — Market is in limbo waiting for $MU today.
97% chance it’ll beat earnings. $MU itself might see the same pattern as $SNDK / $AMD. Beat, dip, rally.
But the rest of the market most…↗
Jun 23
InvestmentGuru — NeoCloud continues to be one of the strongest sectors in the market.
$CIFR
$KEEL
$BTDR
$NBIS
$IREN
$CRWV↗
Jun 22
Midas — 5 Stocks that I believe can potentially 10x in 5 years.
1) $NBIS
2) $RKLB
3) $CIFR
4) $IREN
5) $MRVL
Save this post for later.↗
Jun 22
Midas — These 5 companies are extremely undervalued and can potentially 10x in a few years:
1. $RKLB
2. $CIFR
3. $NBIS
4. $CRWV
5. $ASTS
If this helped you out, follow me for more.↗
Jun 22
Wayne Liang — People made millions when I called the entire AI/HPC run last year...
$CIFR at ~$3 to now ~$30
$IREN at ~$6 to now ~$60
$NBIS at ~$40 to now ~$280
And now I think Neocloud is hea…↗
Jun 22
PhotonBull — This guy was one of the first on X to publicly buy:
$IREN at $6 before it went to $75+
$CIFR at $3, now at $30
$NBIS at $39, now at $290
He's calling $WYFI next.
Probably not…↗
Jun 22
Black Panther Capital — $NBIS joins the Nasdaq-100 this morning.
So does $RKLB, $CIFR’s neighbors $CRWV, $ALAB and $TER, in the same rebalance.
I’m still long $NBIS, and I want to be honest about what…↗
Jun 22
InvestmentGuru — The AI Gold Rush Isn’t About GPUs Anymore
Everyone is chasing the obvious names.
I’m spending more time looking at the companies that solve the bottlenecks.
AI clusters can’t sc…↗
Jun 22
Black Panther Capital — $IREN has the MOST secured power.
$NBIS has A LOT of secured power.
$CIFR also has secured power.
That’s all I need to know.
-BP
Not financial advice.↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Midas — Here are the 5 stocks that I found using @asymmetrix_xyz:
$IREN
$CIFR
$RDDT
$HIVE
$NBIS
If this helped you out, follow me for more.↗
Jun 21
Midas — If you missed the INSANE pump in AI data centre stocks like $NBIS, $CRWV, $CIFR, etc.
Don't miss the Space Armsrace.
Here are 5 stocks that could explode:↗
Jun 20
Mike Investing — There is quite literally generational wealth awaiting in front of you right now…
If you invest $200K correctly then you will never have to work again.
This is what you need to be…↗
Shay Boloor — Here are the current 2030 revenue estimates for popular growth stocks:
• $CRWV ~$86.4B
• $SPCX ~$43.8B
• $PLTR ~$40.2B
• $NBIS ~$39.7B
• $IREN ~$13.8B
• $HOOD ~$9.6B
• $SOFI ~$8.…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
Wayne Liang — So speculation for Anthropic / OpenAI IPOs is towards Q4... this is great for our neocloud thesis.
We just witnessed the $SPCX precedent, where proxies/adjacent names rallied hard…↗
Jun 19
Wayne Liang — I am grateful Grok can verify my claims!
I in fact did nail the entire AI/HPC run last year... $IREN (at ~$6) and $CIFR (at ~$3) were very early stage, and $NBIS was still the lea…↗
Jun 19
Mike Investing — These 7 companies are trading below their fair values right now, & remain obvious buys:
1. Rocket Lab ~ $RKLB
2. Cipher Digital ~ $CIFR
3. Qualcomm ~ $QCOM
4. CoreWeave ~ $CRWV
5.…↗
Jun 19
Black Panther Capital — @Kidkolas1 @danroberts0101 I’ve paired it with $CIFR and $NBIS 😎↗
Jun 19
Black Panther Capital — Day 170/365.
Me and my daughter made a deal almost a year ago. Post every single day for 365 days. See if we could hit 50,000 followers together.
We’re almost there. Wtf.
195 da…↗
Jun 19
InvestmentGuru — NeoCloud — THE AI COMPUTE LAYER ISN’T SLOWING DOWN
The “neocloud” trade — power + GPUs + data centers monetized as AI compute — keeps printing fresh catalysts. Here’s why the sect…↗
Jun 19
InvestmentGuru — Neocloud strongest sector in the market.
$NBIS $IREN $CIFR $CRWV $WYFI↗
Jun 18
Black Panther Capital — YTD back to 82.89%.
Go touch some grass the next 4 days.
I’m still overall bullish for rest of the year.
But I also expect some choppy weeks to come around.
Vix is showing a fe…↗
Wayne Liang — If you missed my calls last year on...
$IREN at ~$6 (ran to $70+)
$CIFR at ~$3 (now at ~$29)
$NBIS at ~$39 (now at ~$290)
And many more…
Don't miss $WYFI this year. https://t.co…↗
Jun 18
Wayne Liang — Before Neocloud rallies hard...
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in…↗
Black Panther Capital — People often assume I’m a multi-millionaire because of this account.
I wish.
I’m just a dedicated dad. Work a management job. Pay a mortgage. Pack school lunches before work.
So…↗
Jun 17
InvestmentGuru — NeoCloud could be one of the defining growth themes of 2026.
$NBIS $CRWV $APLD $IREN $CIFR $DGXX $HIVE $KEEL
Demand for AI compute, cloud infrastructure, and high-performance n…↗
InvestmentGuru — NeoCloud remains one of the most compelling growth sectors in the market.
$NBIS
$CRWV
$CIFR
$IREN
$HIVE
$KEEL↗
Jun 16
Dustin — If you missed the HUGE pump in AI data centre stocks like $NBIS at $20, $CRWV at $40, and $CIFR at $5.
Don't miss the Nuclear Armsrace.
Here are 5 stocks that could explode:…↗
InvestmentGuru — NeoCloud remains one of the most compelling growth sectors in the market.
As AI adoption accelerates, demand for cloud infrastructure, GPU compute, data centers, networking, and p…↗
Jun 15
Wayne Liang — Neocloud rally incoming...
It'll be even more aggressive this time.
> Just had a reasonable (and healthy) pullback the last couple of weeks
> Received many more catalysts, inclu…↗
Jun 15
Michael | Hypermarkets — $SPCX is trading at $167 can hit $800-$1000+ in 2 years.
Here's 12 stocks under $12 that will do exactly the same:
1. $TE ~$9.00
Leopold's highest-conviction pick, AI infrastruct…↗
Jun 15
InvestmentGuru — NEOCLOUD AI INFRASTRUCTURE — TOP 5 WATCHLIST
$NBIS
Former Yandex spin-off, pure-play AI cloud/GPU infra
Aggressive datacenter buildout across Europe + US, key NeoCloud re-rating…↗
Jun 15
InvestmentGuru — NeoCloud is one of my highest-conviction themes for 2026.
$NBIS
$IREN
$CIFR
$CRWV
$HIVE
$KEEL
$DGXX
As AI workloads explode, demand for power, compute, data centers, and cloud in…↗
Jun 14
InvestmentGuru — NeoCloud next biggest sector to concentrate on.
$NBIS – Pure AI infrastructure play
$CRWV – Fast-growing hyperscale cloud provider
$IREN – AI/HPC data center expansion
$BTDR – Sca…↗
Jun 14
Black Panther Capital — I believe the probability is higher that:
$NBIS goes to $400 than stays at $232.
$AAOI goes to $400 than stays at $170.
$RKLB goes to $250 than stays at $102.
$OUST goes to $100 t…↗
Jun 14
Mike Investing — I’ve said it before, & I’ll say it again.
The Neo-cloud theme will soon have breakout rally’s exactly to those seen in $MU or even $SNDK.
$NBIS trades & $230 & will soon be $500+…↗
Jun 14
Black Panther Capital — I second this from @investingluc.
The theme structure is half the equation.
The other half is HOW MUCH you put in each one.
Most people get the picks right and still destroy the…↗
Jun 14
Antonio Costa — $CIFR The trend is your friend and the trend is up. The rising 50 EMA is acting as solid support as the stock forms higher highs and higher lows, confirming a clear uptrend. I hope…↗
Jun 13
Mike Investing — This recent market wide pullback has created many generational dip buying opportunities.
These are the best 8 names to buy now:
1. $IREN at $59
2. $NOW at $102
3. $ASTS at $82
4.…↗
Jun 13
Midas — @asymmetrix_xyz $IREN
$CIFR
$RDDT
$CRCL
$IONQ
Follow me if you want to know when I enter these companies.↗
Jun 13
Black Panther Capital — If you invested $500/month starting at 25.
And averaged 15% annual return.
By 55 you have $3.3 million.
Not because you’re lucky.
Not because you picked the perfect stock.
Bec…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Midas — $INFQ
$IONQ
$IREN
$CIFR
$NBIS
$CRCL
Follow me if you want to know when I enter these companies.↗
Jun 12
Black Panther Capital — I have one simple goal by being here:
Become a multi MILLIONAIRE.
If that’s your goal too, keep reading.
Here's the honest version of "escaping the matrix."
You don't quit your…↗
Jason Luongo — 8. $CIFR - Cipher Digital
907MW of operating and contracted capacity. $11.4B in contracted revenue under 10-15 year leases. Black Pearl campus for Amazon targeting rent commenceme…↗
Jun 11
Midas — @asymmetrix_xyz $CRCL
$INFQ
$IONQ
$IREN
$CIFR
Follow me if you want to know when I enter these companies.↗
Jun 11
Black Panther Capital — To my kids, when you’re old enough to understand this:
I didn’t buy $IREN because I wanted to get rich.
I bought it because I did the work and believed in it.
I didn’t post on X…↗
Jun 11
Serenity — New Anthropic news looks like a potential tailwind for the Neocloud colo sector.
Such as $WULF, $CIFR, $WYFI, $HUT and others (not named yet).
As Anthropic is pursuing its first…↗
Jun 11
Black Panther Capital — the wealth gap isn’t mainly about income.
it’s about how long different people can wait.
someone with $50,000 in savings and no cushion needs liquidity. they need returns now. th…↗
Jun 10
Black Panther Capital — Most people are one decision away from a COMPLETELY different financial life.
That decision is where to put your attention.
I am building toward seven figures.
Publicly.
In rea…↗
Jun 10
Midas — $IREN
$NBIS
$CIFR
$WULF
$GLXY
Follow me if you want to know when I enter these companies.↗
Jun 10
InvestmentGuru — NeoCloud remains one of the most important sectors to watch for the rest of the year.
$NBIS $IREN $CRWV $APLD $CIFR $KEEL $HIVE are all positioned around the same core theme — AI…↗
Jun 9
Black Panther Capital — I’ve beaten most hedge funds past two years.
+163.67% in return.
Nobody knows my name.
I don’t sell a course.
I don’t have a podcast.
I don’t have a finance degree.
I don’t have…↗
Jun 9
Black Panther Capital — Insane dips during this correction! 🤯
I’m watching these stocks right now:
Save the list.
$OUST
$AAOI
$NBIS
$IREN
$CIFR
$WULF
$ASTS
$RKLB
$ONDS
$NOK
$PENG
$SATL
$ADEA
$SIVE
$AM…↗
Jun 8
Wayne Liang — Added heavily to $CPSH here.
Hard to resist a chokepoint play that's sitting far from previous resistance.
Remember, we're often early to a lot of these asymmetric trades. It tak…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
Dustin — $CIFR Stingray customer was AWS amazon https://t.co/NXv9kURqED↗
Jun 8
Black Panther Capital — Trump and Jensen pumping market. People can’t comprehend the complexity of AI valuations.
In 3 years time most will look back and say:
I wish I bought more.
PM Overview:
🟢 $NU…↗
Jun 8
Midas — 1. $NBIS
2. $IONQ
3. $INFQ
4. $CIFR
5. $TE
If this helped you out, follow me for more.↗
Jun 7
Black Panther Capital — Day 158/365 of The 365-Day Pact
Status:
> Long-term portfolio up 65% YTD.
> Short-term portfolio up 149% YTD.
> +41.793 new followers YTD.
I started this challenge with my daugh…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
Michael | Hypermarkets — Everytime there is massive crash in June, $SPY recovers at 30% 1 year later.
Here's 12 stocks under $20 that can easily 10x-20x:
1. $TE — T1 Energy
Aschenbrenner's AI infrastruct…↗
Jun 6
Shay Boloor — $CIFR CEO Tyler Page says the company may generate its own power on-site to move faster on AI data center demand.
Hyperscalers need power faster and Cipher may be able to “tap the…↗
Jun 5
Black Panther Capital — If you’re invested in either:
$AAOI $NBIS $IREN $OUST $CIFR $ASTS $RKLB $NOK $ONDS $PNG.V
Here’s what I do:
Close the app. Add when I can.
Come back in 14-21 days when the tide…↗
Jun 5
Jason Luongo — 5. $CIFR - Cipher Digital
907MW of operating and contracted capacity. $11.4B in contracted revenue under 10-15 year leases. Black Pearl (216MW IT load for Amazon) targeting rent c…↗
Jun 4
Midas — I called $CIFR at $13.69 for a +90.6% gain.
Posting my next trade on my FREE discord (40k+ members).
Join here:
https://t.co/RmuXXkPCj6 https://t.co/jZE3KTyl2p↗
Jun 4
Black Panther Capital — You were warned…
$CIFR at $15 now $25✔️
$ONDS at $9 now $12⏳
$IREN at $40 now $61✔️
$NBIS at $88 now $258✔️
$ASTS at $82 now $110✔️
$RKLB at $66 now $121✔️
$KRKNF at $7 now $7.81⏳…↗
Jun 4
Black Panther Capital — Looks like the US & Iran conflict is about to come to an end.
Bullish.
$IREN $NBIS $CIFR $AAOI $RKLB $ASTS Lets go. Fire up the market again 😎
-BP
Not financial advice. ht…↗
Jun 4
Black Panther Capital — My bet is:
> Some choppy periods, more up towards November 3, 2026 which is the date of midterm election.
> Trump is a business man, he will do whatever it takes to have market i…↗
Jun 3
Midas — hive:native
$MARA
$CLSK
$HUT
$IREN
$CIFR
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 3
Mike Investing — I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CR…↗
Jun 3
Black Panther Capital — My dad doesn’t follow my portfolio, even tho’ he has access to it.
It cost him $466,890.
+200% in returns. Over 2 years. Gone.
Not because he didn’t have the money.
Because he…↗
Wayne Liang — Nearly nailed the exact bottom on $CIFR. I rarely call something a no-hesitation buy, but when I do...
Great day for $CIFR investors! https://t.co/K7JWhHQb9C↗
Jun 3
Dustin — $CIFR Cipher Mining price target raised to $53.50 from $42.50 at Morgan Stanley CIFR
Morgan Stanley raised the firm's price target on Cipher Mining to $53.50 from $42.50 and keep…↗
Jun 3
Black Panther Capital — ⚡️JUST IN:
Morgan Stanley just raised their PT on $CIFR to $53.
Implying a staggering +100% upside.
-BP
Please note: this is not financial advice. https://t.co/2Zvj0ziN3Q↗
Jun 3
InvestmentGuru — 10 stocks to hold in this market.
$NOK
Nokia just booked €1B+ in AI orders in a single quarter.
⟶ Optical networking demand exploding
⟶ Nvidia invested $1B into them
⟶ AI & Clo…↗
Jun 2
Midas — 1. $CIFR
2. $WULF
3. $CORZ
4. $BTDR
5. $HIVE
If this helped you out, follow me for more.↗
Jun 2
Shay Boloor — @RetailKingsETF Everyone wants a piece of $CIFR because they're the landlord of the AI Utility era↗
Jun 2
Wayne Liang — @AlvaApp Woah, this is pretty cool!
Although it may need a bit of tweaking... missed some of my largest calls, like $IREN from ~$6 to $70+, $CIFR from ~$3 to $20+, and a few more.…↗
Jun 2
Midas — If you missed the HUGE pump in AI data centre stocks like $NBIS at $20, $CRWV at $40, and $CIFR at $5.
Don't miss the Nuclear Armsrace.
Here are 5 stocks that could explode: ht…↗
Jun 2
Black Panther Capital — Holy fk! +14,000 new followers in a single day.
I had to put my phone down and just sit with that for a minute. I genuinely couldn’t process what I was looking at. You don’t see a…↗
Jun 2
Shay Boloor — $CIFR JUST HIT A NEW ALL-TIME HIGH https://t.co/Rgy5BqbBlX↗
Jun 2
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
Jun 2
Midas — $IREN
$CIFR
$RDDT
$HIVE
$NBIS
Follow me for my analysis on each of these stocks.↗
Jun 2
Kevin Maro — I've initiated a position in $IREN in the overnight markets.
A few hours ago, Google just told the world something important:
Demand for AI compute infrastructure has reached a s…↗
Jun 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 1
Serenity — @JonahK44 $NBIS is $META and $MSFT.
$GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS↗
Jun 1
Shay Boloor — @PolymarketMoney Incredibly bullish for $NBIS, $IREN, $CIFR and $CRWV↗
Black Panther Capital — Return since 2024: +206,98%.
I don’t short.
I don’t dont leaps.
I don’t do options.
I don’t use leverage.
I don’t charge anything.
I don’t have a subscription.
I don’t get paid by…↗
Jun 1
Serenity — $NBIS has anime plot armor!
Happy to hear Weebius has been outperforming the market and Neocloud basket ( $IREN / $CIFR ).
Last year post MSFT earnings, I gave a prediction after…↗
— $TE (already have a position in the low 4s)
$CIFR
$NBIS (already have a position in the low 20s)
If this helped you out, follow me for more.
Black Panther Capital — Here’s the pattern that kills more retail portfolios than any bad stock pick:
You do the work. you buy the position. you hold through the noise.
The it works.
And instead of sta…↗
May 29
Wayne Liang — We started https://t.co/r8G8UwUxO6 last year to simplify technical analysis... ended up simplifying trading in general by pointing out undiscovered companies with solid fundamental…↗
May 28
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock som…↗
May 28
InvestmentGuru — THE NEOCLOUD SUPERCYCLE IS ACCELERATING
The smartest money in AI just made its move — and the signal is impossible to ignore.
Leopold Aschenbrenner’s Situational Awareness fund —…↗
May 27
InvestmentGuru — ⚡ Crypto miners + AI compute names are catching strong momentum again.
$IREN surged 11% after announcing a Dell Blackwell systems purchase agreement, fueling a broad rally across…↗
May 27
Black Panther Capital — > Short-term portfolio: +200% YTD.
> Long-term portfolio: +75% YTD.
+1K new followers since yesterday.
We just hit 25K followers. Amazing!
This 2-minute post will save you from…↗
May 26
Mike Investing — The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…↗
Lando — @MB_Hogan I don’t think $CIFR is looking to be acquired atm, would take a huge sum of $ + most of their sites are already contracted to customers. Would be interesting to see, I do…↗
May 25
mon — @MarketMatrixs $OSCR, $HIMS, and $CIFR have a head start. They just need to 4-5x to make it.↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
Black Panther Capital — I wrote a letter to my future self today. Sealed it.
Wrote: “Open during the next bad week” on the envelope.
Here’s what it says.
“You hold $IREN, $NBIS, $CIFR, $ONDS, $RKLB, $…↗
May 24
Black Panther Capital — I’ve gotten several request to do a post on how my portfolio setup is.
New here? All content and analysis are free. 100% transparency on the path to $2M.
So here’s a breakdown:…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
Shay Boloor — Neocloud revenue is forecast to grow at a ~60% CAGR reaching nearly $400B by 2031 across cloud, SaaS and data centers.
The winners will be the companies that control the physical…↗
May 22
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
•…↗
May 22
Midas — 1) $TE (already have a position in the low 4s)
2) $CIFR
3) $NBIS (already have a position in the low 20s)
If this helped you out, follow me for more.↗
May 22
InvestmentGuru — NeoCloud is another strong sector today as AI infrastructure names continue to attract buyers, strong AI demand and growing need for compute power are keeping momentum alive in dat…↗
May 20
Shay Boloor — $NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old.
That makes contracted capacity at $CRWV, $N…↗
May 20
Wayne Liang — Institutions are focused on $SPCX. Retail should be focused on the proxies surrounding it.
You aren't going to get a good entry on $SPCX but you can absolutely print money using i…↗
May 20
Midas — Top 5 stocks i’m buying when the market CRASHES:
1) $ONDS
2) $NBIS
3) $CRCL
4) $RDDT
5) $CIFR
Generational wealth is not built when the market is at all time highs but when th…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 20
InvestmentGuru — AI infrastructure
$NBIS
$IREN
$CIFR
$CRWV
$WYFI
$HIVE
$KEEL
$DGXX
$SLNH
$BTDR
AI infrastructure is starting to look like a multi-layered trade, not just a single “AI chip” stor…↗
May 20
Dustin — $CIFR MS raised its pt again to $42.50. This is up from $37 in the last few weeks. As others have mentioned below, nothing has changed since last week...except that we have moved…↗
May 19
Black Panther Capital — I just shipped the new Blackbox Market Health.
Since yesterday I’ve been building a Market Health that tries to give a more complete picture than traditional breadth indicators.…↗
May 19
mon — "data center builders do not care about sustainability; they just want power at any expense, reliable power. They say they will think about sustainability later."
The demand is no…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
CK Capital — Data center stocks just hit The Rug.
$NBIS down 7%
$IREN down 5%
$CRWV down 5%
$CIFR down 6%
Buying opportunities.↗
May 18
InvestmentGuru — Neocloud / AI Hosting
$CRWV (CoreWeave) — 18.2%, held via calls. Added +672% in Q4 alone.
$CORZ (Core Scientific) — 9.8%. Added +42%.
$IREN — 7.7%. Added +21%.
$APLD (Applied…↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
InvestmentGuru — $NBIS $IREN $CIFR $CRWV $KEEL $SLNG $DGXX $BTDR
NeoCloud / AI infrastructure could be the next massive sector to concentrate on. Everyone talks about AI software, but the real bot…↗
May 17
Wayne Liang — $DGXX and $SLNH (recent trades) are still asymmetric relative to where their comps are valued.
E.g. $SLNH at ~$300M MC vs. $TLN at $15B or $CEG at $97B (renewable AI power thesis)…↗
May 16
Black Panther Capital — 6/6. If you want to understand how this man thinks the playbook isn’t what he owns.
It’s WHERE THE BOTTLENECK MOVED.
I hold $IREN and $CIFR. Both appear in his book. That’s not a…↗
May 16
Black Panther Capital — 4/6. What I think he trimmed:
$BE — up 191% YTD. He’s disciplined about not holding consensus positions. partial trim is probable.
$SNDK — up 816% 1Y. Some profit-taking after th…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
Michael | Hypermarkets — 10%-20% SPY crash starts right now says Tom Lee.
Here's 10 stocks I'd add under $10:
1. $POET — Current: ~$19 | Buy Zone: $8–$9
Marvell deal noise fades; $50M Lumilens deal hold…↗
May 15
Mike Investing — If you missed $INTC at $32.
Missed $SNDK at $183.
Or even Missed $RKLB at $37.
Then buy these 4 stocks, & thank me later:
1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $…↗
May 15
InvestmentGuru — $NBIS $CIFR $IREN $CRWV $VIVO $SLNH $KEEL
NeoCloud has quietly become one of the strongest sectors in the market over the last 2 days. The amount of bullish call flow printed tod…↗
May 14
Black Panther Capital — $ONDS is up 31% today. Here’s my next bet trading at a discount right now:
Most people on X missed $ONDS today.
Not because they didn’t know about it.
Because they SOLD it.
I w…↗
May 14
Black Panther Capital — 🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS.
And they’re about to be wrong again.
Morgan Stanley just raised their S&P 500 target to 8,300.
Year-end 2026 ta…↗
May 14
mon — $IREN, $NBIS, $CRWV, $CIFR
It is estimated that roughly 30% to 50% of data center projects planned for 2026 in the United States are facing cancellation or significant delays.
A…↗
May 14
Dustin — $CIFR Cipher Mining initiated with a Buy at Jefferies
Jefferies initiated coverage of Cipher Mining with a Buy rating and $32 price target. https://t.co/pQsnu6NE8U↗
May 14
Black Panther Capital — $NVDA x US x China agreement.
My thesis is; this is probably in exchange for Iran peace.
If I expect market to fly, and my strategy will be to take some profit, before a dip.
Le…↗
May 14
Lando — Quick question: What happens if $IREN signs a deal better than $NBIS $CRWV $WULF $CIFR?
Genuinely curious…I bet people would still try to spin it negative 🤣🤣 https://t.co/NS3Jj…↗
May 13
Mike Investing — Over the last few weeks generational wealth has been made for many.
Some of my most notable callouts include:
$NBIS at $68 & ran to $217+
$RKLB at $37 & ran to $127+
$C…↗
May 13
Black Panther Capital — 🤯WOW!
I actually think this might be my best day across both my portfolios.
Long-term: 10%
$NBIS $AAOI $OUST $CIFR $RKLB $IREN $PNG.V $ONDS
Short-term: 20%
$PENG $SIVE
Here’s…↗
Black Panther Capital — PORTFOLIO UPDATE
If you followed me this year, your short-term portfolio is up 125%.
Your long-term book is up 55%.
I don’t use options, calls, leap, short e.g.
The $SPX has sp…↗
May 13
Black Panther Capital — @philipp317 Yeah. And $CIFR. Im well diversified into this sector. We are still in the innings. And some will also fail on deadlines and projects.
But my top 3 is $NBIS $IREN $CIF…↗
May 12
mon — Stocks don’t move in straight lines and the market is proving that today.
Memory Stocks:
$SNDK -9.54%, $MU -8.21%, $DRAM -10.60%
AI Data Centers:
$NBIS & $WULF -4%, $CIFR -3…↗
May 12
Black Panther Capital — Let me remind you of this today:
There’s no bubble.
Stop whining and being a 🐱.
We are going higher when retail 🐱 is out.
$IREN is a $200 stock.
$NBIS is a $400 stock.
$CIFR is…↗
May 11
mon — What a day...
- $IREN went from -14% to green to -8% now.
- Incredible recovery mid day.
- Market dumped towards the end of the day.
- $NBIS +5%, $CIFR & $WILF -1%.
- $SATL +15…↗
May 11
Wayne Liang — I love how people doubt that I called $ONDS at $0.83 for https://t.co/r8G8UwUxO6 users (posted to X at ~$1.4), $CIFR at $3.01 (posted to X at ~$4), and more.
The entire track reco…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
Black Panther Capital — 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.…↗
May 9
Black Panther Capital — I’ll only say this once:
The next 1 to 4 years will determine whether you build generational wealth or spend the rest of your life watching other people live the life you could ha…↗
May 9
Michael | Hypermarkets — NEXT WEEK,
24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are:
Here's every stock Leopold Aschenbrenner owns right now:
1/ $BE Bl…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
Wayne Liang — The more I dive into Neocloud, the more bullish I get... coming from someone who was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Goldman Sachs estimates AI infrastructure…↗
May 8
Wayne Liang — So $NVDA just signed a $3.4B contract with $IREN. As part of the partnership, $IREN gave $NVDA a 5-year right to purchase up to 30 million $IREN shares at $70 per share (potential…↗
May 7
Black Panther Capital — Colleague at lunch today going on about how he finally bought $NVDA .
Said it like he discovered fire.
I nodded. Asked how it was going. He said he was up a bit, felt good about…↗
May 7
Dustin — $CIFR I can see why anyone here is mad cifr has been the constant struggle to keep any gains. Look at wulf this whole thing they have been strong very little down turn and it recov…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
Lando — @SteveUrkelDude If it does anything like $HUT or $CIFR, this will be a REALLY hard train to stop↗
May 6
Mike Investing — I’ve warned everybody once & I’ll say it again, one last final time…
AI infrastructure is the next theme to breakout in 2026:
$NBIS will be $330+
$CRWV will be $360+
$CIFR wi…↗
May 6
Black Panther Capital — My wife asked me why I keep a list of numbers in my phone.
I told her: because the market needs to know where I expect to be. Not the other way around.
Here's the scoreboard.
$O…↗
May 6
Wayne Liang — Alright so BlackRock teased a new partnership with an unnamed hyperscaler coming later this week.
$13.9 Trillion in AUM deciding where to put capital next... this is absolutely ma…↗
Wayne Liang — How to become a millionaire in 2026...
Just follow the right traders on X.
Last year, I called out:
$ONDS at $0.83 (ran ~1700%)
$IREN at $6.30 (ran ~1100%)
$CIFR at $3.01 (ran ~…↗
May 6
Dustin — $CIFR H.C. Wainwright Maintains Cipher Digital(https://t.co/Cm8dQ3UIca) With Buy Rating, Raises Target Price to $30 https://t.co/WlpL98hPtf↗
May 6
Mike Investing — The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted…
Just a little over a month ago, I shared my top dip-buys to take.
Si…↗
May 6
Antonio Costa — $CIFR HC Wainwright maintained Buy rating and $30 price target https://t.co/FlBqw1FjbX↗
May 6
InvestmentGuru — In this market, you have two choices:
Chase overextended names after the move… or build positions early in stocks still in the accumulation phase.
I’d rather accumulate where r…↗
May 6
InvestmentGuru — NeoCloud very strong day
$IREN +10%
$CIFR +23%
$DGXX +29%
$SLNH +15%↗
May 5
Mike Investing — Over these last few weeks generational wealth for many has been made…
I’ve called out here on X:
$NBIS at $68 & ran to $179+
$AMD at $188 & ran to $404+
$CIFR at $11 &a…↗
May 5
Wayne Liang — Nailed it on $AMD. Watch the rest of my thesis play out now. You can learn so much from just following the right people.
Now let me breakdown what sector I'm most focused on at th…↗
May 5
CK Capital — March 30th really gave us some generation dip opportunities.
$BE was $120 and is now $300
$CIFR was $12 and is now $22
$NBIS was $70 and is mow $175
$CRWV was $70 and is mow $130…↗
May 5
Shay Boloor — @RetailKingsETF $CIFR went into beast mode today https://t.co/8FsQsHi5aV↗
May 5
Black Panther Capital — 🤯DO WE COOL HUMANS OR DO WE COOL COMPUTE?!?
Ha! We are not bullish enough…
$IREN $NBIS $CIFR $WULF $DGXX $AAOI $SIVE $AMD $NVDA
China is adding a nuclear reactor every two mon…↗
May 5
Shay Boloor — $CIFR just broke above $20 after securing 4.2 GW of power capacity and signing another hyperscaler deal tied to its AI data center buildout.
Management says the company is “transf…↗
May 5
Mike Investing — @amitisinvesting + Neo clouds ($NBIS, $CRWV, $CIFR)↗
May 5
InvestmentGuru — Nice move across this play today
$IREN +8%
$NBIS +14%
$CRWV +5%
$CIFR +5%
$KEEL +5 %↗
May 5
InvestmentGuru — $BTC is setting up well here. The path toward $84K–$86K is opening if momentum continues and buyers stay in control. Watch
$HOOD $GLXY $MARA $CLSK $IREN $CIFR $KEEL $DGXX can move…↗
May 4
Mike Investing — While everyone has been sleeping on the neo-cloud sector, I’ve been warning everyone to aggressively load…
These names are already up massively since my post just 4 days ago:
$NB…↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
May 4
Black Panther Capital — 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 an…↗
May 4
Shay Boloor — This is what happens when $MSFT, $GOOGL, $META & $AMZN all say “we are compute constrained”:
• $NBIS +12%
• $IREN +11%
• $CRWV +7%
• $CIFR +6%
• $APLD +4%
• $DOCN +4%
• $WULF +3%↗
May 4
Black Panther Capital — Dear me in 2029,
I hope you held $IREN when it was in the $40s.
I hope you held $NBIS when it was around $90.
I hope you held $CIFR when it was near $12.
I hope you held $RKLB…↗
May 4
mon — If you’re a long term investor, it’s unlikely you’ll lose money betting on AI Infrastructure sector.
$IREN, $NBIS, $CIFR, $WULF↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
May 3
InvestmentGuru — THE NEOCLOUD SECTOR
$CRWV $IREN $NBIS $CIFR
AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗
PhotonBull — Nebius ($NBIS) acquired Eigen AI for $643M (cash + Class A shares).
20 researchers from MIT HAN Lab.
~$32M per head.
Pure acqui-hire for the inference optimization stack.
Why…↗
May 2
Shay Boloor — THE COMPUTE CAPACITY BOTTLENECK
$GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to compan…↗
May 2
Lando — @accounting_ds $IREN is close to sending this whole place into a frenzy, especially if the economics are great. I’d be fine with a deal at earnings or no deal, that’s not how contr…↗
May 2
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IREN, $AAOI
• Hold | $TSLA, $OKLO, $IONQ, $HIMS, $OPEN
• Bearish |…↗
May 1
Black Panther Capital — In exactly 1 year, I’m going to be the first millionaire among my brothers.
And when they ask how I did it, I’ll tell them the truth.
I bought what the norm wasn’t talking about.…↗
May 1
Jason's Chips — Bitcoin miners are the most notoriously misunderstood AI Infra play. $CORZ $IREN $APLD $CIFR $WULF $RIOT
There are six levels of understanding of the miner thesis.
Level 1: they…↗
May 1
InvestmentGuru — My 10 small-cap names for 2026 —risk reward ideas I’m watching and building around:
$SOUN — voice AI growth
$CIFR — Bitcoin + AI infrastructure exposure
$BB — turnaround + cyb…↗
— Love that Mike added to $SLNH as well. One of the only ones on here that was buying $CIFR early on... even earlier than my calls at $3.
Wayne Liang — We all know that fundamentals will tell us what to buy, and technicals can tell us when to buy it.
As mentioned yesterday, $SLNH has the best asymmetric risk/reward at this price,…↗
Apr 30
Mike Investing — 3. Cipher Digital ~ $CIFR
While much less than other names, CIFR is beginning to rile in its backlog which thus far consists of:
- $5.5B from AWS ($AMZN)
- $3B from Fluidstack/Go…↗
Apr 30
Mike Investing — Your next chance to get rich is here…
If you missed the recent squeeze in Photonics or Memory names then pay close attention to this sector.
AI infrastructure is next.
This brea…↗
Apr 30
Wayne Liang — Depending on your approach and what timeline you're looking at... $IREN is the most de-risked with energized megawatts, $MSFT deal, and $NVDA preferred partner.
$IREN is already e…↗
Apr 29
Wayne Liang — Capex guidance came in bigger than expected...
As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more.
The group was projected to…↗
Apr 29
Black Panther Capital — @YuvInvests I get what you mean.
It depends on the case. But of course I want to see progressions. But depends on the case and also when I expect progression. Take $CIFR as a exam…↗
Apr 29
Black Panther Capital — What I've read this week:
1. Oil prices increase after Iran doubles down on Strait of Hormuz closure
Summary:
Brent crude rose above $107 on Sunday after Iran warned the Strait w…↗
Apr 29
Wayne Liang — $APLD is worth watching...
Same AI infrastructure thesis as $IREN and $CIFR... just larger contracts and a longer runway.
> ~$23B in total contracted revenue backlog... at a ~$9.…↗
Apr 29
Wayne Liang — If Mag 7 capex guidance comes in strong tonight, that's extremely bullish for $IREN, $CIFR, and the entire sector. These hyperscalers need somewhere to put all that compute... wher…↗
Apr 29
Dustin — $CIFR This looks like your typical A to B = C to D pattern.
I'm here for it. https://t.co/Nnc1Qa1c0R↗
Apr 28
mon — If a move like this is stressing you out, the issue isn’t the market. You’re either sized too large, using leverage, or you don’t fully understand what you own.
$IREN -9.03%
$NBIS…↗
Apr 28
SandemanStocks — $NBIS $AMD $CRWV $NVDA $IREN $CIFR $ORCL $MSFT A great post by Jose. Don’t fall for the FUD↗
Apr 28
Black Panther Capital — What’s wrong with the market?
Did somebody die?
$IREN $NBIS $CIFR $SIVE $AAOI $OUST $HIMS $RKLB $AMPX $ONDS $PNG.NE https://t.co/jsZwNbnfd0↗
Apr 28
Dustin — $CIFR Morgan Stanley Maintains Cipher Digital With Buy Rating, Raises Target Price to $40.5 https://t.co/352fioYgY5↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 27
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 27
Wayne Liang — Nothing unordinary with the current price action of $CIFR, given the entire sector is down. Tons of support at the $17-18 range.
Weekly looks intact. $IREN looks slightly better.…↗
Apr 27
Jason Luongo — 10. $CIFR - Cipher Digital
Former Bitcoin miner that fully pivoted to AI data center infrastructure. Locked in 600 MW of contracted HPC capacity - 300 MW with AWS and 300 MW with…↗
InvestmentGuru — 4 Stocks That Could Double in 2026
The market is handing out discounts on some of the most compelling growth stories out there. These 4 names sit at the intersection of AI, autono…↗
Apr 26
Black Panther Capital — I don’t expect a deal from $IREN around the corner or at earnings.
On the other hand I expect some kind of delays. I also expect to see the a drawdown in the stock due to sentimen…↗
Apr 26
Mike Investing — If you missed the recent breakout on Photonics & Memory names like $AAOI, $MU & $SNDK…
Then don’t make this same mistake twice, as this next sector is setting up to squeeze.
Data…↗
Black Panther Capital — I’ve posted everyday for 114 days straight now.
Here’s how it looks:
> +20.117 new followers.
> +18M impressions.
> +62K bookmarks.
> +11K repost.
> +116K likes.
251 days left.…↗
Black Panther Capital — My boss doesn’t know I’m planning to leave him.
Not for another employer.
For compounding.
At 40% annual returns, capital can grow roughly 10x in about 7 years.
Most people unde…↗
Apr 23
Wayne Liang — $IREN is up 35% since Weekly flipped.
$CIFR is up 52% since Weekly flipped.
I'm bullish on both long-term. For short-term, high-conviction trades, I'll keep sharing solid opportu…↗
Apr 23
mon — What a great day so far.
- $IREN +9%. Smashed through $50.
- $NBIS +5%, $CIFR +5%, hit $20.
- $VELO incredible strength +12%.
- The stock was up 30% just a few days ago.
- Very dis…↗
Midas — Top 10x stocks I’m buying when the stock market CRASHES:
1) $KRKNF
2) $CIFR
3) $IREN
4) $AAOI
5) $ONDS
This market is heavily manipulated.
Generational bagholders will be mad…↗
Apr 22
Wayne Liang — Turns out $CIFR was a better deal than $IREN... by 2%. Again, if you're holding long term, you can't really go wrong with either of them. Power demand will only increase from here.…↗
Apr 22
mon — What a great day today.
- $IREN my largest position up +7.13%.
- The stock is getting more popular than ever.
- $NBIS down -0.26%. $CIFR +7% & $WULF +3%.
- I bought a new stock tod…↗
Apr 22
Black Panther Capital — 🤯I’M SO FK BULLISH THE NEXT 5 YEARS!
The Nasdaq just had its longest winning streak since 1992. The AI buildout is not over. The picks-and-shovels companies with real backlog are…↗
mon — $IREN, $CIFR, $NBIS & $CRWV
So OpenAI targeting 30GW of compute by 2030.
Add in demand from Anthropic, Google, Microsoft, Meta, Amazon, and Tesla, and total required capacity mov…↗
Apr 22
Lando — Regardless of where you sit on the subject, @ilzmcfly is a must follow
He’s been covering all of the AI infra sector names $IREN $NBIS $CIFR RELENTLESSLY, all of the good and bad…↗
Apr 21
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The numbers first.
YTD: +40% 1 Year: +157% Max: +129%
The $SPX is 'almost' flat on the year. The Nasdaq just snapped a 13-day winning streak. M…↗
Apr 21
Black Panther Capital — First time I invested 10 years ago. I lost a shit-ton of money.
Second time. I was lucky. Plain luck. I did not understand anything.
Third time. Bull trap and bear market ripped…↗
Wayne Liang — As mentioned before, it'd be unwise to bet against HPC & AI data center infrastructure focused companies, like $IREN & $CIFR. Power demand will only increase.
Riding the momentum…↗
Apr 20
Black Panther Capital — I’ve just created a free group on X.
No paid access. No guru nonsense. No signals. No sales funnel.
The goal is simple:
A serious space for like-minded investors to discuss mark…↗
Apr 19
Mike Investing — 2026 is your turn to become a millionaire…
Over the last few weeks I’ve called out many generational opportunities like:
~ $PL at $17 & ran to $40+
~ $LUNR at $14 & ran to $28+…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
mon — $CIFR has made it into the IBD 50 List.
Other notable stocks:
2. $APLD
3. $MU
15. $RKLB
23. $MRVL
27. $DAVE
28. $ALAB
35. $LUMN
38. $TSM
43. $HUT
47. $ASML
The IBD 50 is a weekly…↗
Apr 18
InvestmentGuru — $SATL
Satellogic builds customized satellite fleets and ground segments for governments that want their own imaging capability — a sovereign constellation model that turns entire…↗
Apr 18
Lando — While this compliments $CIFR, I think the bigger winner and story will be $IREN
https://t.co/Q0xNtBh68M↗
Apr 18
Wayne Liang — If you’re a long term investor, it’s unlikely you’ll lose betting on $CIFR & $IREN.↗
Apr 18
InvestmentGuru — 20 Small Cap Stocks Across 20 Sectors — A 5-Year Framework
$CIFR — AI Data Centers
$BKSY — Space AI / Earth Intelligence
$SOUN — Voice AI
$RXRX — AI Drug Discovery
$POET — Photoni…↗
Apr 18
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $TSLA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IREN, $AAOI
• Hold | $HOOD, $OKLO, $IONQ, $HIMS, $OPEN, $SOF…↗
Apr 18
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock so…↗
Apr 18
InvestmentGuru — The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread -
$RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ
Read this↗
Black Panther Capital — Added $HIMS to my portfolio today.
Smashed my workout. Hit 10h shift. 5 one-to-ones. They were happy.
Past week on the market: 2 months salary.
Kissed wifey goodnight. 2 beers i…↗
Apr 17
mon — Very successful week.
+£27,411.91 🔥
- $IREN relatively flat today.
- $NBIS down 4% while $CIFR up 11%.
- $NUAI -7%, $SATL -7%, and $ASTS -5%.
- $HIMS just had its best week.
&g…↗
Apr 17
Mike Investing — These things are next to happen:
Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO.
$GOOGL & $TSLA lead the MAG7 for the next 4 months.
$HIMS will…↗
Apr 16
Black Panther Capital — 20,000 followers.
i'll be honest. mixed feelings.
not because i'm not grateful. i am. but because i'm also tired.
tracking markets, a portfolio, a career, a family, two kids in…↗
Apr 16
InvestmentGuru — Neocloud is quietly shaping up to be one of the most important emerging themes in this market — the next phase of AI infrastructure beyond hyperscalers. Unlike traditional cloud, n…↗
Apr 15
InvestmentGuru — NeoClouds & AI Infrastructure — The Backbone of the AI Revolution
$IREN
$NBIS
$CIFR
$DGXX
$KEEL↗
Apr 14
Mike Investing — Index funds are made for you to stay wealthy, but not create generational wealth…
If you’re looking for aggressive 10x growth stock investment opportunities then you should focus…↗
Apr 14
Black Panther Capital — my dad watched $IREN, $CIFR, and $SNDK moon from the sidelines.
painful reminder: you miss 100% of the shots you don’t take. don't let the next one pass by.
-bp
note this is not…↗
Apr 14
Jason Luongo — The companies building AI data centers, ranked by market cap:
$CRWV $115.25 - ~$55B
CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company o…↗
Apr 14
Black Panther Capital — The market just erased every loss from the Iran war.
People who sold are buying back in. People who held are up. This is how it always goes.
While the panic was loud, a few names…↗
Apr 13
Black Panther Capital — 👀The CEO of Anthropic, Dario Amodei:
“Training one frontier model will soon need gigawatts. US AI sector requires at least 50 GW new capacity in coming years. Industry compute/p…↗
Apr 13
Black Panther Capital — ten picks, ten green lights.
f… love this game man.
$OUST $AAOI $OSS $IREN $NBIS $CIFR $AMPX $RKLB $ONDS $PNG.V https://t.co/G1XchmCJfx↗
Apr 13
Dustin — $CIFR breaking out of this wedge. https://t.co/6lKT1jGXJF↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 11
Tradable Astronaut — $CIFR broke out of its descending channel this week. +28% on the weekly.
Aion Index has it ranked #5 out of 39 crypto tickers with an 86 composite score.
Miners are leading. That…↗
Black Panther Capital — back at +16% YTD and 90% all time.
here’s the simple rules I follow:
- no leaps.
- no shorts.
- no options.
- no leverage.
- always complete due diligence
- always maintain a cle…↗
Apr 10
Dustin — $CIFR buy couple days ago at 15😉 https://t.co/3XMBDNamcl↗
Apr 9
InvestmentGuru — The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread -
$RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ↗
Apr 9
Dustin — $CIFR something massive is ahead, buckle up ..
I mean a rocket blast explosion https://t.co/AJDgxqnWWK↗
Apr 9
Dustin — $CIFR Cipher Mining price target lowered to $22 from $24 at Cantor Fitzgerald
Cantor Fitzgerald lowered the firm's price target on Cipher Mining to $22 from $24 and keeps an O…↗
Apr 8
Black Panther Capital — The market is telling you the same thing in plain English:
Energy shock risk is easing.
Risk assets are catching a bid.
The second-order winners are not the obvious ones.
AI in…↗
Apr 8
Black Panther Capital — The US and Iran just agreed to a 14-day ceasefire.
Less than 2 hours before Trump’s deadline to destroy Iran’s entire civilian infrastructure.
Here’s what you need to know:
→ Tr…↗
Apr 7
Black Panther Capital — Tonight at 8 PM ET, the clock runs out on the Iran deadline. While the crowd stares at crude oil tickers, I’m watching the structural plumbing of the AI economy.
The Strait of Hor…↗
Apr 7
Wayne Liang — You can become a millionaire in 2026.
Just follow the right traders on here.
Last year, I nailed:
$ONDS at $0.83
$IREN at $6.30
$CIFR at $3.01
$OPEN at $0.58
And many more.
Yo…↗
Apr 7
Dustin — $CIFR Oversold and undervalued. They've signed contracts worth more than their enterprise value. Compelling value. Rosenblatt just reiterated 24 PT. I believe Morgan Stanley ha…↗
Apr 6
Black Panther Capital — I believe the probability is higher that:
$NBIS goes to $300 than stays at $100.
$AAOI goes to $500 than stays at $110.
$RKLB goes to $250 than stays at $65.
$IREN goes to $150 th…↗
Apr 6
Black Panther Capital — 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-…↗
Apr 6
Dustin — $CIFR Brokerages Set Cipher Mining Inc.(NASDAQ:CIFR) Price Target at $23.68 https://t.co/bq7uzKN7TY↗
Apr 6
Dustin — $CIFR why would Mike says it’s going to $0.75 does he know something we don’t .
He's been sarcastic. But, be careful who you listen too on here.Although i do NOT think we go that…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
Apr 2
Wayne Liang — My SOP for finding runners is very simple.
> Spot a hot sector, whether it's sentiment hyped, or there's a catalyst (e.g. sector IPO, Bitcoin rallying); indicating they're "fundam…↗
Apr 2
mon — 🚨: IRGC attacking Amazon cloud computing center in Bahrain, Iran's ISNA reports.
$IREN, $NBIS, $CRWV, $CIFR.↗
Apr 2
Wayne Liang — I've made multi-millions investing in hot industries and riding these momentum trades.
Last year, I publicly called out Bitcoin mining, AI/HPC, and defense - $IREN $CIFR $BITF $ON…↗
Apr 2
Wayne Liang — Watch $CIFR closely here. Weekly chart is near that $11 support range. Don't think it'll touch that low, but if it does, it's pretty much a no-hesitation buying zone. https://t.co/…↗
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Futures down 1% on a speech. Oil above $106. The IRAN trade is not over.
🔴 $OSS -0.17%
🔴 $IREN -1.51%
🔴 $CIFR -0.40%
🔴 $NBIS -4.35%
🔴 $AAOI -2.87%
🔴 $…↗
Apr 1
mon — Almost half of the US data centers planned for this year are expected to be delayed or canceled.
One big reason is the shortage of electrical equipment, such as transformers, swit…↗
Apr 1
Black Panther Capital — I took a new position recently.
Massively undervalued. Overlooked. No analyst coverage.
Zero volatility. No earnings risk.
Insiders have been quietly accumulating past 6 months.…↗
Apr 1
TheValueist — $CRWV $HUT $CIFR $NVDA OVERVIEW
CoreWeave’s 3/30/2026 DDTL 4.0 is more important as a financing prototype than as a standalone capital raise. On paper, it is an $8.5 billion delay…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Apr 1
Dustin — $CIFR Morgan Stanley put a $38 price target.
The Mother of Squeezes is Coming. Retest of 16$ before EOW.↗
Wayne Liang — Exactly why I'm waiting on Weekly to flip for $IREN and $CIFR. Fundamentally strong, bullish long-term, but not entering at this moment.
Last year, I publicly shared my multi-mill…↗
Mar 30
Black Panther Capital — I hope you were fast enough to trim in pre-market.
🚨Here’s the zones to watch out for.
$OSS → $6.03
$IREN → $33 or $21
$NBIS → $95 or $79
$CIFR → $11.47
$RKLB → $52
$AAOI → $69…↗
Mar 30
Wayne Liang — Can't tell if $CIFR at $13.75 or $IREN at $35.09 is the better deal... Despite the pullback, I'm waiting until Weekly flips bullish. I'll be sizing in heavily when the time comes.…↗
Mar 30
InvestmentGuru — $CIFR rebranded to Cipher Digital and fully pivoted from Bitcoin mining to HPC data center development — securing a 15-year 300MW lease with AWS and a 10-year 300MW lease with Flui…↗
Mar 30
InvestmentGuru — The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread -
$RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ
$DLO is a hidden gem — a profi…↗
Mar 29
Black Panther Capital — Everyone in your feed right now is telling you the market is going to zero.
I’ve seen this movie before. It was 2020. It was 2022. It played in 2023, 2024, and now here we are aga…↗
Mar 29
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 29
Black Panther Capital — It’s Sunday. Enjoy the peace for the next 24 hours before our portfolios and mental health get absolutely wrecked.
Rest in peace.
$NVDA $MSFT $META $IREN $NBIS $CIFR $WULF $ONDS $…↗
Mar 28
Black Panther Capital — Day 118/365 of The 365-Day Pact
Weekend with the family. Playgrounds. Fresh air. Touch some grass 🌱
The 365-Day Pact:
Start: 1,207 followers
Gain: +18,031 🔥
Total: 19,238
Pact:…↗
Mar 28
CK Capital — Here is where my entire watchlist sits right now vs its all time highs.
The war pulled everything down. The fundamentals did not move.
$HOOD — $65 now. ATH $153. Down 57%.
$NBIS…↗
Mar 28
Shay Boloor — This macro washout over the past six months has created a lot of potential opportunity across popular growth names:
• $RGTI −76%
• $EOSE −75%
• $DUOL −73%
• $BMNR −71%
• $HIMS −69…↗
Mar 27
Dustin — $CIFR Attached is page 1 of a Morgan Stanley analyst report regarding CIFR issued yesterday.
Morgan Stanley gives $38 target! https://t.co/zs5CC0XdYB↗
Mar 26
Black Panther Capital — The S&P 500 is down -5% this year.
My portfolio is up 8.35%.
I’m posting it because transparency is the whole point of this account.
Markets are ROUGH right now. Iran uncertaint…↗
Mar 26
mon — What a start.
🔴 $IREN -7.19%
🔴 $NBIS -6.09%
🔴 $CIFR -8.06%
🔴 $CRWV -3.85%
🔴 $WULF -6.29%
+ $MARA is up 8% after dumping about $1B of BTC to pay down debt, all while Bitcoin…↗
Mar 26
Dustin — $CIFR New clear street analyst price target of $32.00 https://t.co/ThtXRjDOQf↗
Mar 25
Wayne Liang — You can become a millionaire this year.
All it takes is a few proper swing trades.
Last year, I called out:
$ONDS at $0.83 (ran 1560%)
$OPEN at $0.58 (ran 1580%)
$IREN at $6.30…↗
Mar 25
Dustin — $CIFR Cipher signed its third hyperscale campus lease. 15-year term with an investment-grade tenant at an existing site. The tenant's name hasn't been disclosed. The structure matc…↗
Mar 25
The Future Investors — $CIFR Cipher Digital signed a new 15-year data center lease with a hyperscale tenant to build an AI/HPC campus 🤖
It also secured a $200M credit facility (up to $250M) to fund gro…↗
Mar 25
Black Panther Capital — ⚡️JUST IN:
$CIFR up 11% in pre-market and just announced the following business updates:
> Execution of a new 15-year data center campus lease with Hyperscale tenant.
> Cl…↗
Mar 25
Dustin — $CIFR Cipher Mining executes third data center campus lease
Cipher announced the execution of its third data center campus lease. This agreement is for an initial term of 15 yea…↗
Mar 25
Dustin — $APLD $CIFR announced the signing of a lease deal with an investment grade hyperscaler of unknown megawatts and unknown revenue. Despite lack of details stock is up about 12%.
Ca…↗
Mar 25
InvestmentGuru — $CIFR Signs 15-Year Hyperscale Data Center Campus Lease And Closes $200M Revolving Credit Facility With Morgan Stanley As Lead Arranger. Its Stocks Rise 8% in Premarket Trading↗
Mar 25
Lando — Love this news from $CIFR anyone know who the hyperscaler is?↗
Mar 25
KaizenInvestor — $CIFR up 7% pre-market as they secured a highly stable 15-year lease with a Hyperscale investment-grade tenant. This is their third large data center campus lease, indicating a hig…↗
Mar 25
Shay Boloor — $CIFR signed a 15-year lease with an investment-grade hyperscale tenant to build a new HPC data center at one of its existing sites.
The company also secured a $200M revolving cre…↗
Mar 25
TheValueist — Look at the banks involved in the $CIFR revolver. Neoclouds/HPC becoming very bankable.
Morgan Stanley serves as Administrative Agent and acted as Lead Arranger and Lead Bookrunn…↗
Mar 23
Black Panther Capital — The hyperscalers aren’t cutting AI capex.
$660-700B committed for 2026. Contracts signed. Fabs running.
Here’s where that money flows:
Compute: $NVDA, $AMD, $AVGO
Memory: $MU, $…↗
Mar 22
Midas — 🚨 GET READY FOR A -20% DROP IN THE S&P 500
The stock market CRASH is coming.
The Iran War is a bigger crisis to the markets than Covid-19.
I am not a buyer of $IREN till $20.…↗
Mar 21
mon — going from generative to reasoning requires about 100x more compute, and going from reasoning to agentic is another 100x. That puts total compute demand up roughly 10,000x in just…↗
Black Panther Capital — BOTTOM IS IN 😎
Now send it Mr. President and LFG!!!
-BP
Long $IREN $NBIS $ONDS $RKLB $AMPX $CIFR $OSS $AAOI $IBRX $KRKNF 🦑
Please note: This is NOT financial advice. https://…↗
Mar 20
Black Panther Capital — THE GREATEST CAPITAL ROTATION IN HISTORY HASN’T EVEN STARTED.
I know this because of my dad.
He’s 65. Been investing for 35 years.
Classic value investor. P/E ratios. Dividends.…↗
Mar 20
Midas — Top stocks to buy when the stock market CRASHES:
1) $NBIS
2) $IREN
3) $ONDS
4) $CIFR
5) $ASTS↗
Mar 20
InvestmentGuru — Where to concentrate in this market
NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation…↗
Mar 20
Dustin — $CIFR I don’t think you folks are paying attention. Look at the options for CIFR there is literally no open interest walls until June which has 10,000 at the $25 strike price which…↗
Mar 19
Black Panther Capital — @valerijatrades1 Your right Val! Can’t wait to see $CIFR above $20↗
Mar 19
Black Panther Capital — “If somebody came to us with a good business today, we would buy it regardless the situation.”
Warren Buffet doesn’t buy business because he thinks stocks will go up the next day,…↗
Mar 19
InvestmentGuru — Volatility Is Noise. Positioning Is Power.
High-Conviction Growth Watchlist
$NVDA — AI Chips / Infrastructure
$PLTR — AI Software / Analytics
$ZETA — AI Marketing Tech
$PATH — A…↗
Mar 19
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Looks OK. I’ll take it.
🔴 $OSS -2.14%
🔴 $IREN -1.07%
🔴 $CIFR -1.64%
🔴 $NBIS -1.28%
🟢 $RKLB +1.74%
🔴 $IBRX - 0.93%
🔴 $AMPX -2.33%
🔴 $ONDS -0.09%
Ove…↗
Mar 18
Black Panther Capital — 👀PRE-MARKET ACTIONS:
AH and early PM was positive. Seems like late PM is beginning to price in FED expectations.
🟢 $OSS +3.55%
🔴 $IREN -0.81%
🔴 $CIFR -1.52%
🔴 $NBIS -1.57%
�…↗
Mar 17
mon — $NVDA The entire tech world, from big names like OpenAI/Anthropic to young startups, feels like they could grow revenue and their AI "if they could just get more capacity" Huang.…↗
Mar 17
Midas — $CIFR WILL GO HIGHER
2x Blue Diamonds (bullish signals) on daily.
I'll announce when Pink Diamonds (bearish signals) appear again.
Many will regret not following me sooner. http…↗
Mar 17
Midas — This 24 yr old trader flipped $225M into $5.5B in <12 months
> Be Leopold Aschenbrenner
> Ex-OpenAI researcher (fired after AGI manifesto)
> Raise $225M from top founders for AI-f…↗
Mar 17
InvestmentGuru — $BTC now $75 k watch this stocks for trade
$MSTR
$COIN
$MARA
$CLSK
$RIOT
$IREN
$CIFR↗
Mar 17
Wayne Liang — Confirmed Blue Diamond on $CIFR (1D). https://t.co/UXbR0EY7pq↗
Mar 16
mon — What a great day.
- $NBIS secured a mega deal with $META.
- Lifted the whole sector. $IREN +8%, $CIFR +7%.
- Great day for $NUAI +20%, then ended +10%.
- $UAMY had one of its bes…↗
Mar 16
Shay Boloor — @PolymarketMoney $CIFR shareholders should love this trend.↗
Mar 16
Daniel Koss — Grid connected and contracted power are NOT moats and they are NOT the big bottlenecks.
They are nice to have, but there are so many alternative solutions. Those who pay attentio…↗
Mar 16
Wayne Liang — $CIFR and $IREN are in the same boat. Weekly is sitting just below the gold zone. Expecting a retest and reclaim this week. https://t.co/xEezqqBm3G↗
InvestmentGuru — If $BTC breaks $74 k watch this stocks for trade
$MSTR
$COIN
$MARA
$CLSK
$RIOT
$IREN
$CIFR↗
Mar 16
InvestmentGuru — AI infrastructure play to watch on $META and $NBIS deal and $BTC if breaks above $74k today it can be interesting
$NBIS
$IREN
$CIFR
$BITF
$DGXX↗
Mar 16
mon — 🚨: $NBIS +14% signs new AI infrastructure agreement with $META.
Total contract worth up to $27bn. 👏
Pre-market:
$IREN +6%
$CIFR +5%
$CRWV +6%
Great news.
Very positive to the…↗
Mar 15
Black Panther Capital — Portfolio update:
Let me be direct.
The market is pricing in two weeks of Iran conflict.
It hasn’t priced in what comes next.
Oil is up 40%+ since the war began and 70% year-to…↗
Mar 15
InvestmentGuru — NeoClouds & AI Infrastructure — The Backbone of the AI Revolution
Top NeoCloud & AI Compute Plays
High-conviction / public plays:
$CRWV – CoreWeave | Leading GPU cloud, hypersc…↗
Mar 15
Serenity — @Sermario No. Tell a retail investor outside of X:
" $CIFR just launched their 300MW Barber Lake datacenter!"
vs.
" $CIFR just launched their 300MW Leviathan Megacluster…↗
Mar 15
Serenity — This is my hot take:
Neoclouds like $NBIS or $IREN would command 1.3X higher valuation...
If they renamed their datacenters to something cool.
Cool Name Examples:
- $POET "Starl…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 14
Black Panther Capital — Something is DEEPLY broken.
80% of Gen Z is taking on speculative risk not because they want to.
Because they feel financially behind.
That’s not investing. That’s SURVIVAL mode…↗
Mar 14
Shay Boloor — @BrokeDadCapital @fiscal_ai I don't think this happens. $GOOGL just signed a backstop guarantee on $CIFR Barber Lake facility so they're already structuring their neocloud exposure…↗
Mar 14
Black Panther Capital — Spent the morning in the dirt with my kids; planting tomatoes, cucumbers, Chinese chives.
No charts. No macro. No position sizing.
Just soil.
The last couple weeks have been a l…↗
Mar 13
Black Panther Capital — We are literally ONE HEADLINE away from a MASSIVE correction.
The signals are stacking:
Geopolitical:
> Boots on the ground rumors
> War shows no signs of ending
> Israeli PM’s s…↗
Mar 13
Dustin — $CIFR As I said yesterday, know what you own. This name was manipulated all week and shorts are getting burned.↗
Mar 13
Black Panther Capital — $CIFR 7.99% up.
$NBIS 6.21% up.
$IREN 4.67% up.
Vix down to 25.70.
All green. https://t.co/OZm163GbuA↗
Dustin — $CIFR 15 year contract with AWS, 10 year contract backed by Google, does not use cap ex to buy depreciating GPUs, outside of the cooling basically a triple net lease play with infl…↗
Mar 13
Shay Boloor — The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very diff…↗
Mar 12
CK Capital — My favorite stocks in each sector:
Space/Satellite:
$ASTS
$RKLB
$SATS
Defense:
$EOS.AX
$KRKNF
$ONDS
AI Infrastructure:
$NBIS
$CIFR
$APLD
Photonics:
$AAOI
$LITE
$COHR
Energy…↗
Mar 11
mon — What a day.
- $NUAI smashed it +16.63%.
- $IREN had a great day +10.13%.
> While $CIFR only +1%.
- Little known stock $OUST +10.64%.
- $HIMS is just getting started +10.27%.
- $…↗
Mar 11
InvestmentGuru — NeoCloud stocks looking good on $NBIS news
$IREN
$CIFR
$BITF
$DGXX↗
Mar 11
Wayne Liang — Our Blue Diamond caught $CIFR at $3.01 and $IREN at $6.30. Posted about it on X shortly afterwards.
$CIFR ran to $22 and $IREN to $68 before we got the sell signal. 7x and 11x fro…↗
Mar 11
Wayne Liang — Fundamentals will tell you to buy $CIFR and $IREN. Technicals will tell you when. Waiting on the next BD to size back in. https://t.co/mLSj6Vif18↗
Mar 11
SandemanStocks — @LandoInvests Yeah they will all be on fire. From $CRWV to $IREN to $CIFR↗
Mar 11
Lando — Even Seeking Alpha knows $IREN is undervalued
It isn’t $NBIS, $CRWV, $APLD, $CIFR, or $WULF
I encourage everyone to read it, but I still think @SeekingAlpha is too focused on th…↗
Mar 11
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Core CPI YoY last time: actual 2.5%.
Core CPI YoY forecast: 2.5%
_
Core CPI MoM last time: actual +0.3%.
Core CPI MoM forecast: +0.3%
🟢 $OSS +0.64%
🔴 $IRE…↗
Mar 10
mon — $ORCL - "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have r…↗
Mar 10
Lando — I know people are bullish $ORCL, but they still need to raise $20B in debt somehow, whether it be an ATM offering or debt, I don't know
Gonna be watching closely, it'll directly a…↗
Mar 10
Lando — @stckpkr7000 It's weird honestly, like I'm walking around looking at this giant green candle on $ORCL reading all the info. Getting excited for $IREN $NBIS $CIFR etc. and everyone…↗
Mar 10
Midas — $CIFR WILL GO LOWER
2x Pink Diamonds (bearish signals) on daily.
I'll announce when Blue Diamonds (bullish signals) appear again.
Many will regret not following me sooner. http…↗
Mar 10
amit — $ORCL
Oracle after the bell…what are we thinking?
Stock peaked at $345, cut by more than half now at $150.
Liberation day lows were $125.
Credit default swaps have already spik…↗
Mar 9
mon — Great day today.
- $HIMS ended up 40%.
- Huge respect to the bulls who stayed invested.
- Great day for the data center stocks.
- $IREN & $CIFR +5%.
- Best performer today: $KR…↗
Mar 9
Midas — $IREN AND $CIFR CAN CRASH TOMORROW
If the $ORCL ER is not good.
Watch them.↗
Mar 9
Black Panther Capital — Trump is set to speak today when market close.
Looks like I was wrong about a RED day, and the situation might resolve or cease-fire is under the way.
At least market seems to th…↗
Mar 9
Daniel Koss — $NBIS, while still down 3% over the last 3 months, has been the best-performing stock in the current “data center” basket over the last 3 months, 1 month, 1 week and today.
The ph…↗
Black Panther Capital — Oil above $100 is the single biggest reason the FED couldn’t cut rates.
Stagflation risk. Inflation sticky. Growth slowing. No good tools to fix both.
That -$15 drop changes the…↗
Mar 8
Black Panther Capital — This war is NOT de-escalating.
Oil infrastructure hit for the first time. Iran just rejected ceasefire on live TV.
US demanding unconditional surrender. Israel says 3 more weeks…↗
Mar 8
Midas — 🚨 PREPARE FOR A -30% DROP
The stock market crash is coming.
Oil will hit $150 a barrel.
I am not a buyer of $IREN till $20.
I am not a buyer of $ONDS till $5.
I am not a buye…↗
Mar 8
Shay Boloor — These companies are locking in the physical substrate behind the next decade of AI compute and that substrate is power.
You can order GPUs from $NVDA or $AMD or TPUs from $GOOGL b…↗
Mar 8
Wayne Liang — Once there's war de-escalation, we'll rally.
Make sure you're watching these stocks:
$FLY
$ASTS
$RKLB
$ZETA
$IREN
$CIFR
Then the next move most people will miss:
Shortly after…↗
Mar 8
Black Panther Capital — 🚨PREPARE FOR A -20% MARKET DROP:
Everyone thinks the Iran conflict is an oil story.
It’s not. Let me explain what this is really about.
The Strait of Hormuz has been closed for…↗
Mar 7
Black Panther Capital — 🤯 14.793 followers on 66 days!
I left work mentally drained today.
14 days straight. With work, stressful environment, sickness, kids and fam.
Haven’t really had time for X, de…↗
Mar 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #33
Daniel and I covered five big themes:
• Stagflation just landed: breaking down the -92K jobs print and why the Fed is now stuck
• Earnings de…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 6
Serenity — @eddyluxe_ If there’s a demand for power, might be a better idea to long $WULF or $CIFR that have agreements with Google.
It comes without a $6B new share dilution, and all that s…↗
Mar 6
Serenity — I see zero compelling case to hold $IREN.
Especially given the new $6B share dilution at a $12.8B marketcap.
People will likely see that marketcap inflate to $20-$25B.
But the v…↗
Mar 6
Jason Luongo — Which ticker is the most likely to 3x in 3 years?
- $EOSE at $7
- $IBRX at $10
- $ONDS at $10
- $PGY at $11
- $OSCR at $14
- $HIMS at $15
- $CIFR at $17
- $ZETA at $17
- $SOFI at…↗
Mar 6
Black Panther Capital — Trying to provide as much transparency as possible to this page.
Here’s my return in % since I re-joined the market.
Current portfolio:
$OSS
$IREN
$CIFR
$NBIS
$RKLB
$AMPX
$ONDS
$…↗
Mar 6
SandemanStocks — $NBIS I believe that institutions created FUD from October to February to load data center stocks. Not just for $NBIS but all of them…$IREN $CIFR etc. we saw nonstop AI FUD, DC F…↗
Mar 6
Black Panther Capital — 👀PRE-MARKET ACTIONS:
PM is in. Could be worse.
🟢 $OSS +0.59%
🔴 $IREN -0.24%
🔴 $CIFR -0.92%
🔴 $NBIS -1.32%
🔴 $RKLB -1.03%
🔴 $AMPX -2.01%
🟢 $ONDS +0.16%
Overall Status: 🔴↗
Mar 5
mon — Investors are starting to connect geopolitics with AI infrastructure in the same way energy markets reacted to conflicts in the past.
When something becomes strategically critica…↗
Mar 5
Black Panther Capital — @abeberg_ It’s $275 after dilution. But no. Hell no.
I believe both $CIFR, $NBIS, $IREN will be grate plays over the next 5-10 years until datacenter in space emerge↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
Mar 5
Black Panther Capital — 👀PRE-MARKET ACTIONS:
$AMPX is on fire 🔥
🟢 $OSS +0.12%
🔴 $IREN -4.20%
🟢 $CIFR +0.50%
🔴 $NBIS -0.87%
🟢 $RKLB +0.90%
🟢 $AMPX +7.80%
🟢 $ONDS +1.33%
Overall Status: 🟠↗
Mar 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 4
Lando — @otium33 Yeah I think picking one is perfect, I like $IREN more rn but $CIFR will have its moment soon. $SoFi is great imo↗
Mar 4
InvestmentGuru — 15 Stocks on My Radar Right Now
The market is full of noise. These names cut through it.
$ZETA — 18 straight beat-and-raise quarters. The execution is unmatched.
$PATH — The #1…↗
Mar 4
Black Panther Capital — 👀PRE-MARKET ACTIONS:
KOSPI down -12%.
Liquidity flows to Asia and US.
🟢 $OSS +0.00%
🟢 $IREN +4.02%
🟢 $CIFR +2.92%
🟢 $NBIS +2.51%
🟢 $RKLB +1.45%
🟢 $AMPX +2,84%
🟢 $ONDS +1.…↗
Mar 4
Lando — 300 GW will not happen by 2029
150 GW will not happen by 2029
75 GW will not happen by 2029
It is 2026 and these projects will take MINIMUM 2 years (assuming 1GW per project)…↗
Mar 4
Jason Luongo — The AI data center landscape:
$IREN - 4.5 GW secured power. $9.7B Microsoft deal.
$NBIS - $20B+ in Microsoft and Meta contracts.
$CRWV - $66.8B backlog. Largest pure-play GPU cl…↗
Mar 3
Black Panther Capital — Why most people will miss the next bull run:
1. They sold their best positions on red days in fear.
2. They chased meme stocks instead of infrastructure.
3. They held 20 tickers…↗
Mar 3
Black Panther Capital — 👀PRE-MARKET ACTIONS:
How the day play out? Red or green?
🔴 $OSS -1.68%
🔴 $IREN -3.65%
🔴 $CIFR -3.43%
🔴 $NBIS -4.22%
🔴 $RKLB -3.30%
🟢 $ONDS +1.50%
Overall Status: 🔴
Note…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Mar 2
Lando — And guess what $AMZN still needs…
POWER that $IREN and $CIFR HAVE↗
Mar 2
Lando — I had a dream $iren was down 42.5% along with $NBIS $CIFR $WULF
Safe to say that was a bad dream 😂
Got an exam in 2 hours, wish me luck!↗
Mar 2
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Market is still looking red.
Remember not to panic during the next 3-4 weeks.
🟢 $OSS +5%
🔴 $IREN -4%
🔴 $CIFR -4%
🔴 $NBIS -4%
🔴 $RKLB -3%
🟢 $ONDS +5%…↗
Mar 2
Midas — If $IREN drops to $30 tomorrow, are you buying or running?
If $CIFR drops to $9, are you buying or running?
I know my answer for both.
What's yours?↗
Midas — My Iran v US generational dip watchlist:
I am not a buyer of $IREN till $20.
I am not a buyer of $ONDS till $5.
I am not a buyer of $CIFR till $9.
I am not a buyer of $WULF till $…↗
Mar 1
Lando — While this sucks for AWS this is good because they’ll most likely resort to buying from other providers here in the US
I like to think $IREN $CIFR $WULF 👀↗
Mar 1
Midas — Monday will officially go down as the WORST day ever in stock market history.
High beta stocks $ONDS $IREN $CIFR will collapse.
But generational wealth can be made if you buy the…↗
Mar 1
Serenity — @jahintanvir_ Probably the likes of these:
Memory - $MU, Samsung, SK Hynix, Sandisk
Foundries, Packaging- $INTC, $TSM, $AMKR
Photonics - $LITE, $COHR, $AAOI
ASICs - $AVGO, $MRVL
Co…↗
— The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI…
Jason Luongo — If the market keeps dropping in the coming weeks, here's what I'm buying more of:
$IREN - IREN Limited
$RKLB - Rocket Lab
$NBIS - Nebius Group
$NVDA - Nvidia
$AMZN - Amazon
$ONDS…↗
Feb 28
InvestmentGuru — Having dry powder during fear is a strategic advantage.
Big pullbacks are opportunity events — especially for high-conviction names like:
$PLTR
$IONQ
$RKLB
$ASTS
$HIMS
$OKLO
$SO…↗
Black Panther Capital — 🚨MARKET CORRECTION INCOMING:
$BTC is now -4% down to 64K.
The *next phase scenario* according to support levels to watch out for is:
$TE - $4.91
$PL - $18.68
$OSS - $5.42
$OPEN…↗
Feb 28
Midas — Top 5 Scam Stocks. Who did I miss?
1⃣ $EOSE
2⃣ $CIFR
3⃣ $IREN
4⃣ $CRWV
5⃣ $NBIS
Saw some idiot post this lol.
$EOSE however was indeed a scam.↗
Feb 27
Jason Luongo — Key support levels I'll be paying attention to next week:
$IREN - $38
$RKLB - $66
$NBIS - $84
$BE - $131
$CIFR - $14
$TE - $5.75
$NUAI - $4
$AMZN - $198
$ZETA - $15
$NVDA - $175
$…↗
Feb 27
Black Panther Capital — Fear & Greed Index sitting at 40 now.
VIX spiked to 20+ today.
But here's what nobody's talking about:
Two of the index's core components are STILL flashing EXTREME GREED.
Sto…↗
Feb 27
mon — $CRWV is taking down the whole sector.
-17.65% 💀
$IREN -5.98%
$CIFR -3.85%
$NBIS -5.89% (Back under $100)
$WULF -6.60% https://t.co/Vg9F0fwhfM↗
Feb 27
Wayne Liang — Key to hitting 10x trades:
Spotting the technicals.
Understanding the fundamentals.
I'll explain what I mean...
Back when I caught:
$ONDS at $0.83
$OPEN at $0.58
$IREN at $6.3…↗
Feb 27
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB, $IONQ, $AXON, $DOCN
• What Jac…↗
Feb 27
Black Panther Capital — 👀PRE-MARKET ACTIONS:
We are ending the week with a bang.
🔴 $OSS -0.55%
🔴 $IREN -2.80%
🔴 $CIFR -3.82%
🔴 $NBIS -4.69%
🔴 $RKLB -5.23%
🔴 $ONDS -2.50%
Overall Status: 🔴↗
Feb 27
Serenity — Here's a deeper look into $IQE ($179M):
IQE's hidden InP optionality versus LandMark's $3.5B valuation. And the $IREN / $CRWV "miner" pivot to photonics:
Before I did a high-lev…↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 26
Midas — Best buys in the market right now:
1) $IREN
2) $ONDS
3) $CIFR
4) $RKLB
Not financial advice.↗
Black Panther Capital — $META put the down payment on my house.
$PLTR bought me my first motorbike.
Sold the bike. Got back in. Started over again. That was 16 months ago.
Now I’m holding $IREN $CIFR $…↗
Feb 26
Jason Luongo — $NVDA just guided $78B.
Every GPU needs a data center.
7 stocks building AI's physical infrastructure:
$CRWV - GPU cloud, Nvidia-backed, reports today
$NBIS - Full-stack AI infr…↗
Feb 26
Shay Boloor — $CIFR is rebranding to Cipher Digital as it pivots to become the “landlord” of the AI utility era. https://t.co/nol6eW7o6n↗
Feb 26
Wayne Liang — $CIFR consolidating around the gold zone level is quite bullish. One catalyst could put us far beyond $20 - likely going to be the deal Tyler Page was hinting at.
Technical buy si…↗
Feb 26
Lando — $CIFR DIGITAL just posted this, and I love the rebranding
“Built for hyperscalers”
Damn right they are! Tyler Page + the whole Cipher team know what they’re doing↗
Feb 26
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Steady PM today after $NVDA earnings yesterday.
Calm before the storm?
🟢 $OSS +0.00%
🟢 $IREN +0.00%
🟢 $CIFR +0.18%
🔴 $NBIS -0.15%
🟢 $RKLB +0.85%
🟢 $…↗
Feb 25
KaizenInvestor — @ilzmcfly I think $CIFR is the safer play, $IREN has more upside↗
Feb 25
Black Panther Capital — While $IREN, $NBIS, $CIFR, $WULF, $META, $GOOG, $AMZN & $MSFT build and scale their data centers.
The demand for copper is set to 6x.
Copper stocks to watch:
> $SCCO
>…↗
Feb 25
Black Panther Capital — 👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
S…↗
Feb 25
KaizenInvestor — @LandoInvests I think $CIFR is the safer pick due to: insulation from hardware obsolescence risk, the way they finance their projects, and long-term contracts.
But I believe the…↗
Feb 25
Lando — @Kaizen_Investor $IREN is my bet right now, once $CIFR has more sites closer to being finished that’s when it’ll become more interesting. Love $IREN tho 👀↗
Feb 25
KaizenInvestor — Five reasons why I prefer $IREN over $CIFR.
1. A massive revenue ceiling
$IREN operates as an elite AI neocloud, meaning it actually purchases state-of-the-art hardware (like NVI…↗
Feb 25
Black Panther Capital — > Hyperscalers don't have enough power.
> Grid interconnection queues take years.
> Can’t secure power fast enough to meet demand.
Imagine if there were companies fixing…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 25
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Steady PM today.
🟢 $OSS +0.05%
🟢 $IREN +0.26%
🟢 $CIFR +0.10%
🟢 $NBIS +0.78%
🟢 $RKLB +0.93%
🔴 $ONDS -0.08%
Overall Status: 🟢
Note: This is NOT finan…↗
Feb 25
Lando — Morning everyone it’s currently 5:15am and I’m just gettin in the car for work
Gonna be a long day and I probably won’t be able to watch the markets much, BUT
I will be looking…↗
Feb 25
Midas — This is why $IREN will go to $100 and $CIFR to $40.↗
Feb 25
Lando — Just got back and I’m all cleaned up, gotta wake up for work in ~6 hrs
Exam went well. Definitely could’ve studied more but oh well, it’s in the past and we focus on the next one…↗
Serenity — @moderndayvenom Yep it seems like a positive catalyst neocloud sector as well like $NBIS, $IREN and $CIFR.
The actual policies haven't been announced yet (Aside from White Hous…↗
Feb 24
Lando — Got an exam in 2 hrs wish me luck fellas, logging off X til post exam 🫡
Lmk what goes on with $IREN $CIFR $WULF etc with Trump speaking later!↗
Feb 24
Black Panther Capital — ⚡️JUST IN:
Institutional ownership of $CIFR just hit an all-time high.
336,496,867 shares now held by 492 institutions.
Let me put that in perspective.
One year ago, $CIFR was…↗
Feb 24
Wayne Liang — We saw how $IREN played out. People didn't make the same mistake with $CIFR. Told you it'd be an easy win. It pays to pay attention. https://t.co/ovykeal3HQ↗
mon — $IREN, $CIFR, $CRWV & $NBIS
The Trump administration has been pushing a policy where hyperscalers must bear the cost of powering their AI data centers themselves, rather than pass…↗
Midas — With these earnings I would assume $CIFR is going out of business.
But if you think that you don't understand AI.
$CIFR being green today makes no sense however.↗
Feb 24
Midas — Cipher Mining is dead.
Cipher Digital was born this morning.
Long $CIFR.↗
Feb 24
Black Panther Capital — Well well well…
$CIFR Q4 Earnings Results:
• Reported revenue of $59.71M up 41.42% YoY
• Reported GAAP EPS of -$2.15, down -4400.00% YoY
🟢 Now up with 10%, seems like market ha…↗
Feb 24
Wayne Liang — $CIFR bulls took over. 🐂 https://t.co/MiDLnMZ3QE↗
Feb 24
Lando — I guess the market is back into DC stocks
$IREN +7%
$CIFR + 11%
Buckle up folks these prices won’t be here much longer 👀 https://t.co/J459UoXWQB↗
Feb 24
Lando — Lots of good speakers later, I won’t be able to join but there will be tons of good alpha later
Join if you can! $CIFR $IREN↗
Feb 24
Lando — Cipher Digital has a nice ring to it don’t ya say? @rftylerpage
$CIFR↗
Wayne Liang — When $IREN missed earnings, the drop was eaten up within two days. Curious to see the reaction on $CIFR's earnings. Scalpers should have an easy win here. https://t.co/wlWTYfq9fb↗
Feb 24
Wayne Liang — $CIFR is about to get interesting here. Missed earnings, but also undervalued at the moment... bulls vs. bears, we'll see who wins soon. https://t.co/2W2svS5ryf↗
Feb 24
Black Panther Capital — "Missed earnings" is the dumbest bear case I've heard for a company that's already sold the product.
Seeing a lot of worries and misunderstanding about $CIFR missing earnings.
Le…↗
Black Panther Capital — ⚡️JUST IN:
$CIFR Q4 Earnings Results:
• Reported revenue of $59.71M up 41.42% YoY
• Reported GAAP EPS of -$2.15, down -4400.00% YoY https://t.co/9myEzxnPnk↗
Feb 24
KaizenInvestor — $CIFR down 3% after earnings after a heavy double miss. Please note that the Q4 EPS was not officially presented and that I used a calculated value, based on the figures presented…↗
Midas — "I'm going to 10x my portfolio by buying $IREN $ONDS and $CIFR " https://t.co/ZL7aN1TcSg↗
Feb 24
Midas — $IREN fell 24% from earnings miss by 643% cause of Bitcoin falling to 60k.
$CIFR earnings is tomorrow.
Imagine what will happen with $CIFR.↗
Feb 24
Midas — $CIFR earnings tomorrow at 8am EST.
Do you think they will beat or miss earnings?↗
Feb 24
Midas — $CIFR Interest in Multiple Operational Mining Projects Totaling ~4.4 EH/s in West Texas Acquired by $CAN.
Are you bullish or bearish on this $CIFR news? https://t.co/yZhgoKL3qR↗
Feb 24
Midas — Microsoft’s CEO says "they have chips they can’t use because there isn’t enough power or data center capacity."
This is why I own $IREN $NBIS and $CIFR.
The demand for compute an…↗
Feb 23
Lando — Even retail views them as miners, it’s not too late
$IREN $CIFR $WULF $HUT↗
Feb 23
Lando — @fantstockleague @bitcoingirl91 @growthstockpick @ISITrading2717 $cifr 👀↗
Feb 23
Lando — @DeItaone Guess what they need more of? MORE DC COUGH COUGH $IREN $CIFR $NBIS $WULF↗
Feb 23
Black Panther Capital — @StockDalton $CIFR is included in my own portfolio. You could also include CIFR. But the post is from a ‘starting from zero-perspective.’
Then I would only choose one ‘pure’ play…↗
Feb 23
Black Panther Capital — 54 days into 2026. 1,207 followers to 15,000.
That’s a world clsss community being built in real time.
15,000 of you are watching, tagging a long, and adding value to the communi…↗
Feb 23
Lando — My career is construction and something that you should ALL know is this:
“The general contractor cares most about three things: SAFETY, MONEY, and SCHEDULE”
In that order.
M…↗
Feb 23
Black Panther Capital — 🚨DIP OR NOT? HERE’S THE ZONES:
Save it for later.
⭐️⭐️⭐️⭐️⭐️⭐️
GOLDENZONES:
$TE → $5.35
$OSS → $7.69
$IREN → $35.15
$NBIS → $85.09
$CIFR → $12.66
$ONDS → $8.94
$RKLB → $61.06
$…↗
Feb 23
Black Panther Capital — 👀PRE-MARKET ACTIONS:
In 2027 these dips will be remembered as generational wealth opportunities.
Here’s your sale coming in this week:
🔴 $TE -2.17%
🔴 $OSS -0.21%
🔴 $IREN 1.6…↗
Feb 22
Wayne Liang — Anthropic and SpaceX IPO are going to be seismic events for the market. We'll see an influx of money into those sectors.
Aerospace & Space Tech:
$RKLB
$ASTS
$SATS
$PL
$RDW
AI In…↗
Feb 22
George Noble — I've been relentlessly calling out the grifter @ericjackson. He has led the $OPEN army to slaughter.
The $OPEN army has been routed. Destroyed. Obliterated. The casualties have be…↗
Feb 22
Black Panther Capital — Made my first deep dive on $IREN based on their recent earnings call and latest presentation.
If you’re already in HCP - this is a must read.
If you’re into $IREN - this is a must…↗
Feb 22
Black Panther Capital — 123+ GW needed by 2030.
Adds <10 GW/year.
Wall Street ‘miners’ hold 14+ GW ready-now.
Bottleneck = opportunity.
$IREN $CIFR $NBIS $WULF https://t.co/veCpRXAnqs↗
Feb 22
Black Panther Capital — Get serious — about $OSS
Get serious — about $IREN
Get serious — about $NBIS
Get serious — about $CIFR
Get serious — about $RKLB
Get serious — about $ASTS
Get serious — about $ONDS…↗
Feb 22
Midas — If you're 18-25 years old and your inner circle isn't discussing:
-Claude
-AI taking over the world
-Escaping the matrix
-Prediction markets
-Tax optimization
-asymmetric investi…↗
Feb 21
Black Panther Capital — Found this……
Average bull market is 51 months.
Average bull market total return: +151.6%
We are in month 40 now and 78.45%.
This fits perfectly with;
> 1 correction.
> 1 last…↗
Feb 21
Black Panther Capital — Day 52/365 of The 365-Day Pact
Almost 15.000 FOLLOWERS 🎉
It’s been a while since an update.
13.529 have joined since I started this journey the 1st of January.
It’s amazing! I…↗
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 21
CK Capital — Anything you guys think i should add to my currently watchlist?
$ASTS
$KRKNF
$ONDS
$NBIS
$BE
$RKLB
$IREN
$CIFR
$AMPX↗
Feb 20
Black Panther Capital — Will go to bed now.
Sleep like a baby. 578.312% unaffected.
(even tho’ we took a hit today)
Knowing $IREN $NBIS $CIFR $ONDS $OSS $RKLB will 2x within 12 months.
Sleep well.
W…↗
Feb 20
Midas — $ONDS down 11%
$IREN down 8%
$CIFR down 8%
$WULF down 3%
$LPTH down 12%
Like if you are still bullish on any of them.↗
Feb 20
Black Panther Capital — Classic example on WHY cash is YOUR friend when you invest in beta stocks:
> $OSS down 9%
> $IREN down 7%
> $NBIS down 10%
> $CIFR down 8%
> $RKLB down 8%
> $OND…↗
Feb 20
SandemanStocks — So, all the news to hit the wire since October, concerning data centers and AI is FUD and fake. Let that sink in. Add the blue owl takedown of February 2026 to the list.
$NBIS…↗
Feb 20
Jason Luongo — Which ticker is the most likely to 2x in 2 years?
- $TE ~ $6
- $OSS ~ $8
- $VG ~ $10
- $EOSE ~ $11
- $ONDS ~ $11
- $OSCR ~ $14
- $CIFR ~ $15
- $HIMS ~ $16
- $ZETA ~ $16
- $SOFI ~…↗
Feb 20
Black Panther Capital — Hear me out. I’ll only say this once.
A lot is going on at the moment:
> Uncertainty on FED rates.
> High capex spend.
> Potential Iran war.
> Low job reports.
> Epstein files.
>…↗
Feb 20
Midas — Why are all neoclouds down today?
$IREN $CIFR $NBIS https://t.co/gpjILobkLK↗
Feb 20
Black Panther Capital — I manage a $340M fund.
Last week my daughter came home from school upset.
Her teacher told her off for buying lunch without knowing what was in it.
She just pointed at what look…↗
Feb 20
Shay Boloor — $GOOGL trying to build a TPU ecosystem outside of GCP by exploring spinning TPU into standalone unit while financing third-party data center partners to compete with $NVDA stack.…↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
Feb 20
Black Panther Capital — 👀PRE-MARKET ACTIONS:
$OSS break-out yesterday. Still climbing in PM. Lovely to see.
🟢 $OSS +2.47%
🟢 $IREN +0,49%
🟢 $CIFR +0.95%
🟢 $NBIS +0.24%
🟢 $RKLB +0.72%
🔴 $ONDS -0.09…↗
Feb 20
Midas — I believe:
$ONDS is a $100 company trading at $9.
$IREN is a $150 company trading at $42.
$CIFR is a $60 company trading at $17.
What other tickers should I add?↗
Feb 19
Midas — $IREN and $CIFR will go to the moon as AGI is finally here.↗
Feb 19
Black Panther Capital — PORTFOLIO UPDATE & The Math Behind The 30% Cash Position I Made Yesterday:
Yesterday's post hit different. Thousands of impressions, tons of comments, replies still coming in.
Ha…↗
Feb 19
Midas — Why are the markets down today?
$ONDS $IREN $CIFR $ASST https://t.co/JY6KyKcrrh↗
Feb 19
Lando — I hate accounts like this, it means next to nothing
$IREN $CIFR↗
Feb 19
Jason Luongo — Potential 10x watchlist for the next pullback:
1. $IREN - AI power infrastructure
2. $HIMS - Telehealth disruptor
3. $OSCR - Digital health insurance
4. $CIFR - Power-advantaged d…↗
InvestmentGuru — Volatility Is Noise. Positioning Is Power
My favourite 20
$PLTR
$SOFI
$RKLB
$ASTS
$ENPH
$PATH
$ZETA
$SNAP
$ABCL
$KRKNF
$UAMY
$ONDS
$EOSE
$HYFT
$JOBY
$ACHR
$TE
$IREN
$CIFR
$UBER…↗
Feb 18
Black Panther Capital — For the first time in 16 months, I’m trimming my portfolio. Taking profit.
I’m now sitting on 30% cash. Portfolio is still up 75% all-time.
Let that sink in.
Here’s why.
Four t…↗
Feb 18
Black Panther Capital — These are still great prices in my mind:
$IREN at $42 is still a great price
$ONDS at $10 is still a great price
$RKLB at $74 is still a great price
$NBIS at $101 is still a great…↗
Feb 18
Midas — Situational Awareness, the largest $IREN shareholder, just disclosed their new holdings this quarter.
This hedge fund is founded by ex-OpenAI researcher, @leopoldasch
1. 10M sh…↗
Feb 18
Jason Luongo — I'm buying $IREN at $41.
I'm buying $ONDS at $10.
I'm buying $AMZN at $198.
I'm buying $HOOD at $75.
I'm buying $RKLB at $70.
I'm buying $NBIS at $97.
I'm buying $CIFR at $16.
I'm…↗
Feb 18
Midas — $ONDS up 10%
$IREN up 6%
$CIFR up 5%
However the US and Iran war is starting.
Many buying today will not make it.
The bottom is not here yet.
Have cash on the sides.
Thank m…↗
Feb 18
Midas — $ONDS up 10%
$IREN up 6%
$CIFR up 5%
Do not be fooled by this green day.
Iran and the US war is incoming.
Black swan incoming.
Many will regret not following me sooner.↗
Feb 18
mon — So many great stocks, so little capital. 🧐
If I were building my own ETF:
$IREN
$ONDS
$CIFR
$NBIS
$WULF
$IBRX
$PL
$ASTS
$RKLB
$NUAI
$POET
$ALMU
$KRKNF
$UAMY
$COPX
$OUST
$TE
$ENPH…↗
Feb 18
Midas — Why are the markets green today?
$ONDS $IREN $CIFR $ZETA https://t.co/dym8sC1koY↗
Feb 18
InvestmentGuru — Next sector to concentrate
$IREN
$CIFR
$NBIS
$DGXX
$BITF↗
Feb 18
Wayne Liang — There are many 10x trades incoming.
Look at what happened on the last:
$MSTR Monthly BD: 1000% gain.
$ONDS Weekly BD: 1800% gain.
$CIFR Weekly BD: 1700% gain.
$IREN Weekly BD: 18…↗
Feb 18
Black Panther Capital — Pure green 🟢
Most beautiful sight ever.
$OSS up 2%
$IREN up 5%
$CIFR up 3%
$NBIS up 5%
$RKLB up 7%
$ONDS up 6%
Rare conditions these days. https://t.co/o8aIOp3mwG↗
Feb 18
Jason Luongo — These 12 picks are going to create millionaires in 2026:
1. IREN Limited ~ $IREN
2. Cipher Mining ~ $CIFR
3. Amazon ~ $AMZN
4. Palo Alto Networks ~ $PANW
5. Ondas Holdings ~ $ONDS…↗
Feb 18
Lando — This is very good for $IREN $CIFR $NBIS
It’s indirect but it just continues to show how real and serious demand is
We’re still early 😎↗
Midas — If Bitcoin goes to 1 million then $CIFR can go to $100.↗
Feb 18
Midas — If someone tells you they invest in the $SPY:
Just know they don’t really know how to invest.
Unless you’ve already got six figures sitting in your account, making 10% a year wo…↗
Feb 18
Midas — "22 Reasons AI Data Center Construction Is In A Bubble"
Posted by Seeking Alpha.
Are you bearish or bullish on $IREN $CIFR $WULF etc?
https://t.co/ksCbzHTSoC↗
Feb 18
Midas — What is the best neocloud stock:
$NBIS
$IREN
$CIFR
$CLSK
$BITF
$HIVE↗
Feb 17
Midas — Do you agree with Mike Alfred $CIFR price target of $60? https://t.co/DrZIDcuKY1↗
Feb 17
Midas — How to track Mike Alfred's portfolio:
Look at his hedge fund called Alpine Fox Capital LLC.
His portfolio consists of $IREN $CIFR $ASST
See here:
https://t.co/HmWWcZgKLI… http…↗
Feb 17
Jason Luongo — @valerijatrades1 I like $cifr. Hopfully they get another deal soon.↗
Feb 17
Midas — $IREN fell 24% from missing earnings by 643% cause of Bitcoin operations.
$CIFR earnings in 7 days.
Imagine what will happen with $CIFR.↗
Feb 17
Jason Luongo — Every stock on this list is cheaper than it should be.
$IREN is undervalued
$AMZN is extremely undervalued
$META is undervalued
$NBIS is undervalued
$PATH is extremely undervalued…↗
Feb 17
Midas — Do you agree with Mike Alfred's $CIFR price target of $60-80? https://t.co/UUo6btF0VO↗
Midas — $IREN will go lower.
$CIFR will go lower.
$ONDS will go lower.
On the pursuit of 10x returns you must have the mental strength to endure -50% drops.↗
Feb 17
Midas — High beta stocks are getting destroyed.
$IREN $CIFR $ONDS $TE↗
Feb 17
Midas — My thoughts on $IREN, $CIFR, $NBIS and other Bitcoin miners turned neoclouds:
Wait till Bitcoin bottoms out before entering.
If Bitcoin can fall so can they.↗
Feb 17
Midas — $IREN will go down to $20 before $100.
$CIFR will go down to $9 before $40.
$NBIS will go down to $70 before $200.
Remember neoclouds used to be Bitcoin miners.
Whether you like…↗
Feb 17
Black Panther Capital — Why most people will miss the next bull run:
1. They wait for the all-clear before buying.
2. They sell at the first 20% gain instead of waiting for 200%.
3. They own 30 stocks…↗
Feb 17
CK Capital — Markets are red again today. I added to 4 positions this morning.
$ASTS at $82. $AMD at $195. $CIFR at $15. $APLD at $32.
Here’s what I think each one looks like by 2030:
$ASTS…↗
Feb 17
Wayne Liang — Casino opens in a few minutes! 🎰
$CIFR looking strong holding above that weekly gold zone. Could even be temporarily stronger than $IREN... 👀 https://t.co/MIssgNX53T↗
Feb 17
Jason Luongo — These opportunities will create millionaires in the next 3 years.
- $META at $639
- $AMZN at $198
- $NBIS at $97
- $LMND at $63
- $IREN at $42
- $CIFR at $16
- $OSCR at $13
- $PAT…↗
Feb 17
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Here we go friends! Gear up, what’s your expectations for this week?
🔴 $TE +0.33%
🔴 $PL -1.87%
🟢 $OSS +1.15%
🔴 $IREN -1.28%
🔴 $CIFR -1.04%
🔴 $NBIS -1.…↗
Feb 17
Midas — Mike Alfred has the greatest opportunity to be hailed as the greatest investor of all time.
His top picks are $IREN $CIFR $ASST $BKKT.
Like if you hold any of them.↗
Feb 17
Midas — Which Mike Alfred stock do you think will go parabolic this year?
$ASST
$IREN
$CIFR
$OPEN
$BKKT
$SBET
$SUIG
$CLSK
$NVO
$STZ
$DEO
I'm betting on $IREN.↗
Feb 17
Midas — If you could only bet on one of "Mike Alfred" stocks for 2026 which one would it be?
1) $ASST
2) $IREN
3) $CIFR
4) $BKKT↗
Feb 17
Midas — FOMO is gone when you realize the market never runs out of opportunities.
Ex. $IREN $CIFR $ONDS↗
Feb 16
Midas — Bullish for all AI stocks.
$IREN, $CIFR, $NBIS & $CRWV.↗
Feb 16
Midas — If the markets are bleeding and your first thought is to sell, you should not be buying individual stocks.
For example $IREN $CIFR $ONDS.
Stick to index funds and be a brokie.…↗
Feb 16
Midas — $IREN will go down to $20 before $100.
$CIFR will go down to $9 before $40.
$ONDS will go down to $6 before $30.
On the pursuit of 10x returns you must have the mental strength to…↗
Black Panther Capital — Manifesting how my portfolio will look tmr:
$OSS → 🟢
$IREN → 🟢
$NBIS → 🟢
$CIFR → 🟢
$RKLB → 🟢
$ONDS → 🟢 https://t.co/zI4QY9yD6c↗
Feb 16
Midas — $IREN is crashing.
$CIFR is crashing.
$ONDS is crashing.
High beta stocks are crashing.
What should we invest in?↗
Feb 16
Midas — Only idiots make their investing decisions by listening to influencers.
I've seen too many people buy $IREN, $CIFR, $ONDS, etc and don't even know what the company does.
Then whe…↗
Feb 16
Midas — Hard truth:
Mag7 stocks will not make you rich unless you already got money.
A max gain of 10% is nothing for a 5 figure account. However, on a 7 figure account you can make some…↗
Feb 16
Midas — I love the idiots who think $CIFR can't go to $9 before it goes to $40.↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 16
Jason Luongo — Remember the tariff dip of April 2025?
Well these stocks are on sale again.
$NOW -57% 🔴
$ORCL -54% 🔴
$HOOD -51% 🔴
$AXON -51% 🔴
$IREN -45% 🔴
$EOSE -44% 🔴
$ONDS -41% 🔴
$SHOP…↗
Feb 16
Black Panther Capital — Today I hit another huge milestone.
2.000 verified followers 🎉
My subscription mode will start at $999 monthly.
Honestly? I’m still figuring out what it would even look like.…↗
Feb 16
Jason Luongo — These 10 stocks will make millionaires in the next 3 years:
$IREN at $42
$CIFR at $16
$NBIS at $97
$AMZN at $199
$ZETA at $15
$ONDS at $9
$OSS at $8
$TE at $6
$EOSE at $11
$RKLB a…↗
Feb 16
Jason Luongo — Just because markets are closed today, doesn't mean you can't keep learning.
If you trade options and don't understand these, you're gambling:
- The Greeks (Delta, Gamma, Theta,…↗
Midas — Hot take:
ETFs will not make you rich unless you already got money.
A 15% gain YOY is only for noobs.
You need asymmetric plays.
Plays with minimal downside and infinite upsid…↗
Feb 16
Serenity — @platochi Negative until they have less correlation with Bitcoin given Bitcoin's recent price drop. Neoclouds like $NBIS are a bit more pure play to the sector.
Last I recall, $CI…↗
Feb 15
Midas — Eric Jackson is allegedly paid to promote companies like $DEFT according to $BTQ co founder @nicolexandre.
Other stocks Eric Jackson is bullish on:
$DEFT
$OPEN
$SANA
$IREN
$CIFR…↗
Feb 15
Midas — If you are all in on one stock, you should consider the money gone.
You will need to endure the ups and downs.
If you don’t, you will panic sell at the wrong time.
Scared money…↗
Feb 15
Midas — Funny how people say time in the market > timing the market.
I much rather buy $IREN at $20, $ONDS at $5, and $CIFR at $15 by staying patient.
I’m in no rush to buy now.↗
Feb 15
Midas — $IREN will go below $40.
$ONDS will go below $9.
$CIFR will go below $15.
Many will regret not following me sooner.↗
Mike Investing — Data centers now account for 7% of total U.S. electrical demand.
With the major growth, & demand of these data centers these 4 names will directly benefit:
$EOSE ~ Provides long…↗
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
Black Panther Capital — Hard truth:
MAG7 won’t make you rich UNLESS you already are rich.
Asymmetric plays can make you rich.
→ $TE
→ $IREN
→ $CIFR
→ $NBIS
→ $SOFI
→ $EOSE
→ $UAMY
→ $ONDS
→ $ASTS
→ $RK…↗
Feb 14
Black Panther Capital — 2026 Predictions:
$OSS — New highs first. DoD edge compute awards just starting. Defense budgets flowing to edge AI. $8 → $25+.
$RKLB — Rockets at 10% of SpaceX’s valuation. Gove…↗
Feb 14
Mike Investing — These are the best 8 buying opportunities available that’ll create millionaires in 2026:
1. Rocket Labs ~ $RKLB
2. Ondas Holdings ~ $ONDS
3. AST SpaceMobile ~ $ASTS
4. ServiceNow…↗
Feb 14
Frenchie — 📊 Les data centers représentent maintenant 7% de la consommation d’énergie américaine
Je doute que ça s’arrête là, je suis bull sur :
$CIFR $NBIS $IREN
Mais aussi sur les dif…↗
Feb 14
Midas — Everyone who bought the top on $IREN $CIFR $ONDS https://t.co/Cv5H60UGnt↗
Midas — $IREN will go lower.
$CIFR will go lower.
$ONDS will go lower.
Many will regret not following me sooner.↗
Feb 13
Midas — I feel for anyone whose blindly buying into $IREN $CIFR $ONDS without doing proper research first.
You already know what comes next.↗
Feb 13
Midas — Good luck to everyone still holding $IREN $CIFR and other neoclouds.
You don't know whats coming.↗
Feb 13
Midas — We are in a bubble cause everyone holds the same stocks:
$IREN
$ONDS
$CIFR
$TE
$ZETA
$PATH
$ASST
We need to flush out the paper hands before we go higher.↗
Feb 13
Jason Luongo — LEAPS aren't trades. They're leveraged ownership.
My rules:
- Only buy on stocks I'd hold as shares
- Wait for support levels
- Buy when IV is low
- 12+ months minimum
- 10-20% O…↗
Feb 13
KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…↗
Feb 13
Black Panther Capital — No matter what happens today, Monday or next 6 months:
$AMZN is still a $350 stock trading at $199
$ASTS is still a $300 stock trading at $82
$RKLB is still a $205 stock trading a…↗
Feb 13
Black Panther Capital — NDAQ is close to RSI oversold area.
The question is whether the bottom has been reached now.
Is this the turning point we’ve been waiting for?
$IREN $CIFR $NBIS $ONDS $RKLB $OS…↗
Feb 13
Wayne Liang — $BITF / $KEEL looking great on the Daily, and Weekly is in the same boat as $IREN & $CIFR - gradually picking up. Safest entry would be to wait for the Weekly to flip! https://…↗
Feb 13
Wayne Liang — $IREN and $CIFR moving well today, we love to see it! Should the momentum continue, we'll see that Weekly BD really soon. That's when I'll make a move. 🫡 https://t.co/gn5ZoQLcxV↗
Feb 13
Black Panther Capital — If this is a dream don’t wake me up before:
$RKLB is at $140.
$ONDS is at $25.
$IREN is at $100.
$NBIS is at $180.
$CIFR is at $45.
$OSS is at $20.
Note: This is NOT financial ad…↗
Feb 13
Black Panther Capital — 👀PRE-MARKET ACTIONS:
It’s gonna be a long year friends.
🟢 $TE +0.40%
🔴 $PL -0.89%
🔴 $OSS +0.00%
🟠 $IBRX -0.61%
🟢 $IREN +0.70%
🔴 $CIFR -0.43%
🔴 $NBIS -1.14%
🔴 $RKLB -0.80…↗
Black Panther Capital — You don’t need 27 stocks to become a millionaire.
You just need to be right 5 times:
$IREN
$CIFR
$NBIS
$RKLB
$ONDS
Note: This is NOT financial advice.↗
Feb 12
Jason Luongo — Data center stocks ranked by market cap:
$CRWV (CoreWeave) - $50B
$NBIS (Nebius) - $24B
$IREN (IREN) - $12B
$APLD (Applied Digital) - $10B
$GLXY (Galaxy Digital) - $8B
$WULF (Tera…↗
Feb 12
Wayne Liang — There are heavy discounts on quality companies at the moment - $IREN $CIFR $ONDS $ASTS, and many more.
Proper DCA'ing should start at points of confluence while dipping, instead o…↗
Feb 12
Black Panther Capital — In 2030 no one will remember that:
$CIFR was at $15
$ONDS was at $9
$IREN was at $40
$NBIS was at $88
$KRKNF was at $7
$RKLB was at $66
$ASTS was at $82
We all be checking those…↗
Feb 12
Black Panther Capital — 👀Biggest bottlenecks on a silver platter:
The CEO of BlackRock, Larry Fink, and Elon Musk are literally serving you the BIGGEST bottlenecks on a silver platter and telling you ex…↗
Feb 12
Midas — Will we see $IREN in $20s and $CIFR in $10s before next rally?↗
Feb 12
Midas — Why are the markets red today?
$IREN $CIFR $ASST $TE $NBIS $ZETA https://t.co/raa3F6BomV↗
Feb 12
Black Panther Capital — Day 2 of the bloodbath🩸
🔴 $TE down 2%.
🔴 $IREN down 6%.
🔴 $NBIS down 6%.
🔴 $CIFR down 1%.
🔴 $OSS down 2%.
🔴 $ONDS down 6%.
🔴 $RKLB down 3%.
🔴 $ASTS down 10%.
🔴 $PL down…↗
Midas — I believe:
$ONDS is a $100 company trading at $9.
$IREN is a $150 company trading at $42.
$CIFR is a $60 company trading at $17.
$NBIS is a $200 company trading at $80.
$TE is a…↗
Feb 11
Jason Luongo — Stocks to watch in 2026:
AI Infrastructure: $IREN, $CIFR, $NBIS
Defense & Drones: $ONDS, $AVAV, $RCAT
Space: $RKLB, $ASTS, $PL
Energy & Power: $EOSE, $VG, $BE, $OKLO
Solar: $TE, $…↗
Feb 11
Black Panther Capital — INSANE 🤯
It’s a absolute bloodbath today 🩸
🔴 $TE down 9%.
🔴 $IREN down 6%.
🔴 $NBIS down 5%.
🔴 $CIFR down 7%.
🔴 $OSS down 2%.
🔴 $ONDS down 6%.
🔴 $RKLB down 7%.
🔴 $ASTS d…↗
Feb 11
Wayne Liang — Case closed on why we wait for BDs. No emotions, no bias. Just follow the algorithm and you'll have profitable trades, more often than not.
Best part is, I'll post on here the mom…↗
Feb 11
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Small consideration at the moment:
Right now I’m considering to taking some profit and minimizing my exposure to $TE and add more to my position in $ONDS.…↗
Feb 11
Midas — Are AI stocks a bubble?
$IREN $CIFR $NBIS $PLTR $NVDA↗
Feb 11
Midas — What is the top stock of 2026:
$IREN
$CIFR
$RKLB
$TE
What other tickers should I add for part 2?↗
Feb 11
Midas — I believe:
$ONDS is a $100 company trading at $9.
$IREN is a $150 company trading at $42.
$CIFR is a $60 company trading at $17.
What other tickers should I add?↗
Feb 11
Midas — $IREN fell to $28 on bad earnings.
Do you believe $CIFR will also fall after earnings?↗
Feb 11
Midas — Why did $IREN fall to $28, $ONDS fall to $7, $CIFR fall to $11, etc on Feb 5th post market then rebound in Feb 6th?
Did anything change in the macro?↗
Feb 10
Jason Luongo — I don't say this often. Pay attention.
Every stock on this list is mispriced.
$IREN at $46 - AI power infrastructure
$ONDS at $10 - autonomous defense systems
$AMZN at $210 - clo…↗
Feb 10
Midas — Want to become a millionaire this year?
Take advantage of generational dips.
Add these to your watchlist and follow me:
$IREN
$CIFR
$ONDS
$TE
$RKLB↗
Feb 10
Black Panther Capital — @SmallCapSnipa Start building or start buying power at $IREN $CIFR. Time is the real question here.
There’s GW avaible right now while they build themselves↗
Feb 10
Black Panther Capital — You were warned about $IREN
You were warned about $NBIS
You were warned about $CIFR
You were warned about $ONDS
You were warned about $RKLB
You were warned about $ASTS
You we…↗
Feb 10
Wayne Liang — Want to make $1 Million this year?
Take advantage of pullbacks.
And add these to your watchlist:
$IREN is a $100 company, trading at $45.
$CIFR is a $50 company, trading at $18.…↗
Feb 10
Lando — $ORCL ripping higher is very good for $IREN $CIFR $NBIS $WULF etc.
Hope you bought the dip 🚀↗
Feb 10
Black Panther Capital — 🚨Elon just dropped a BOMB nobody’s pricing in:
“China’s solar production capacity is 1500 gigawatts a year. They’re deploying over 1000 gigawatts annually. That’s DOUBLE the enti…↗
Feb 10
Lando — $GOOGL just casually dropping $32B on Wiz
They could easily buy out $CIFR if they wanted…↗
Feb 10
Lando — Woke up feeling sick, think I got the stomach bug but class must go on
Gonna be watching $IREN and $CIFR levels this week, get paid Friday
Honestly hoping for some consolidation…↗
Feb 10
Black Panther Capital — Just a reminder:
$NBIS (Nebius Group) — Price Target:
PT: $155 | Goldman Sachs
Recent close: $92.88 → ~67% upside
$WULF (TeraWulf) — Price Target
PT: $37 | Morgan Stanley
Recent…↗
mon — List of stocks to add to your watchlist:
Space: $ASTS, $RKLB, $PL, $RDW
Data Center: $IREN, $CIFR, $NBIS, $WULF
Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ
Rare Earth: $UAMY, $UUUU, $N…↗
Feb 10
Midas — The Rules of $CIFR:
1. Buy $CIFR
2. Don’t sell $CIFR until $40+↗
Feb 9
Midas — Morgan Stanley Initiates Overweight on $WULF & $CIFR:
$WULF: Overweight
New PT: $37
Original PT: $14.3
Upside: 159%
$CIFR: Overweight
New PT: $38
Original PT: $14.8
Upsi…↗
mon — Anthropic is quietly laying the groundwork for one of the largest AI infrastructure expansions to date, with internal plans to secure up to 10 gigawatts of computing power.
Very b…↗
Feb 9
Midas — Most people told be to go with $IREN over $CIFR.
I went with $CIFR.↗
CK Capital — If you own ANY of these stocks, you’re putting yourself in an AMAZING position.
The AI infrastructure + defense + space buildout is the biggest wealth creation event of our genera…↗
Feb 9
Lando — Do NOT fade $IREN and $CIFR
We know what we own and what’s coming↗
Feb 9
mon — Intraday Performance:
$IREN +3.83% to +12.36%
$CIFR +7.26% to +14.46%
$NBIS +4.09% to +8.54%
$CRWV +5.33% to +7.75%
$WULF +11.51% to +17.11%
IREN had the best intraday performance…↗
Wayne Liang — Similar stance on $IREN and $CIFR at the moment. Both picking up quite well. If momentum persists, we could be back on track to an easy 2-3x swing.
Safest play is to wait for the…↗
Feb 9
Midas — I'm not buying $CIFR yet. Why?
Because prices will languish and drop lower and lower.
The key is to wait until we have clear consolidation and everyone has given up hope and le…↗
Feb 9
Midas — How I feel holding $CIFR after everyone sold at 13.
$CIFR at $16, up 20% up today. https://t.co/3xjwXerwtA↗
Feb 9
Midas — Morgan Stanley initiates coverage on $CIFR with Overweight rating.
$CIFR up 17% today. https://t.co/Fs0KZdQQRv↗
Feb 9
Midas — Bullish on $CIFR and $WULF. https://t.co/Spo3JUxQXm↗
Feb 9
Lando — Tic tock $IREN $CIFR https://t.co/dVyZd6JqJN↗
Feb 9
George Noble — 💯 The anger and hostility from the Dunning Kruger financial illiterati makes me even more convinced that the AI trade is OVER.
DONE. COOKED. EL FINITO.
This will be a bigger b…↗
Feb 9
Lando — @SmallCapSnipa It’s looking good, might have to get some more cash and wait to see what happens. Might dip a bit I think but who knows
Great team behind it $cifr↗
Feb 9
Lando — $CIFR RIPPING +8.7% ‼️‼️ https://t.co/JmqsM5J5p8↗
mon — Great start to the day for AI data center stocks.
$IREN +3.83%
$CIFR +7.26%
$NBIS +4.09%
$CRWV +5.33%
$WULF +11.51%
WULF is leading the way.
NBIS earnings this week. https://t.co…↗
Feb 9
Black Panther Capital — Looking at these charts, one pattern is obvious:
$NVDA, $AMZN, Schneider Electric, Exxon.
All massive 5-year runs. All driven by one thing: they saw what was needed BEFORE everyo…↗
Feb 9
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Here we go friends! Gear up, what’s your expectations for today?
🔴 $TE -0.26%
🟢 $OSS +0.28%
🟢 $IBRX +0.01%
🔴 $IREN -1.18%
🔴 $CIFR -0.01%
🔴 $RKLB -0.9…↗
Feb 8
Mike Investing — These are the top 10 BEST picks under $10B
1. $ONDS builds wireless, & autonomous systems for defense, & industrial use.
2. $ZETA turns customer data into AI driven marketing deci…↗
Feb 8
Midas — Which Mike Alfred stock will outperform the rest in 2026
$IREN
$CIFR
$BKKT
$ASST↗
Feb 8
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
Here’s what have changed:
I used the recent volatility to take some profit and consolidate around my highest conviction names.
LONG-TERM PORTFO…↗
Feb 8
Wayne Liang — Countless millionaires were made in 2025 based off my top picks that hit 10x...
For 2026, prioritize these in your portfolio:
1. $ONDS
2. $RDW
3. $ASTS
4. $RKLB
5. $IREN
6. $CIFR…↗
Feb 8
Black Panther Capital — @defedeee1 Hi man, to be fair that’s a u fair question 😂 I’m positioned in both. And love both. You’re right about that.
I also like $NBIS just to throw another in.
So I’ll put…↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 8
Black Panther Capital — ⚡️JUST IN:
Vanguard added ~12M shares to $CIFR (+62% increase, now ~32.68M shares!)
Let me make this clear:
Vanguard holds for YEARS.
When Vanguard ramps up at $14+ levels afte…↗
Feb 8
Black Panther Capital — 🚨RECESSION WARNING:
The latest job openings data just dropped.
Everyone’s panicking.
“Disaster levels.”
“Below 2001 recession.”
“Brace for impact.”
Let me explain why this i…↗
Feb 8
CK Capital — WEEKEND WATCHLIST ADDS: 4 New Names I’m Tracking
Added these over the weekend after diving deep into the AI infrastructure + energy thesis. Here’s what I’m watching:
$CIFR - Ciph…↗
Feb 7
Black Panther Capital — 7 generational wealth opportunities in 2026:
Buying $CIFR now is like $AAPL at $75.
Buying $OSS now is like $AMZN at $75.
Buying $IREN now is like $NVDA at $50.
Buying $RKBL now i…↗
Feb 7
Mike Investing — These are the 5 BEST small cap opportunities available:
1. $IREN ~ Delivers low cost, renewable powered data centers.
2. $CIFR ~ Owns power rich sites, & digital infrastructure.
3…↗
Feb 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #29
Daniel & I dove into four big themes:
• Earnings reactions: $GOOGL, $AMZN, $PLTR
• Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CR…↗
Feb 7
Shay Boloor — FAVORITE 10 NAMES UNDER $10B
1. $ONDS drone connectivity layer
2. $CIFR landlord of the AI utility era
3. $JMIA scaling logistics across Africa
4. $LMND AI-native insurance platfo…↗
Feb 7
Wayne Liang — Next week is important.
We'll very quickly see if this is a dead cat bounce, or if we're starting to bottom out. Regardless, I'll be monitoring:
$ONDS
$MSTR
$IREN
$CIFR
$ZETA
An…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 6
Midas — Rallying the $IREN $ONDS $TE $CIFR bulls. https://t.co/4IKosIOm5T↗
Feb 6
Shay Boloor — Jensen Huang’s interview had a few important tells.
The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx +…↗
Feb 6
Midas — How I feel holding $IREN, $ONDS, $CIFR after everyone sold yesterday. https://t.co/ejXq1s1liw↗
Feb 6
Black Panther Capital — My 6 Long-Term Conviction Plays Right Now:
1. $IREN – AI needs power. They own it.
2. $CIFR – Hyperscalers need compute infrastructure. They built it.
3. $RKLB – Space access ca…↗
Feb 6
Frenchie — @MarketErrorsLog Faut pas oublier que y’a aussi pas mal de boîte avec des trésorerie crypto, $IREN, $CIFR.
C’est des très bon play lors des phases de « survente »↗
Feb 6
Mike Investing — Yesterday was your opportunity to take advantage of the pullback like said.
These 8 names are seeing notable upside take place today:
$CRWV +22%
$NBIS +18%
$ONDS +12%
$LUNR +16%…↗
Feb 6
Shay Boloor — $NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand.
This is incredibly bullish for AI Utility layer like $N…↗
Feb 6
Wayne Liang — We’ve simplified trading.
Follow shapes and colors, that’s all.
Buy Blue Diamonds. Sell Pink Diamonds.
Look at what happened on the last:
$MSTR Monthly BD: 1535% gain.
$ONDS We…↗
Feb 6
Midas — Why are markets up today?
$ONDS $IREN $CIFR https://t.co/kwxy3s0MF9↗
Feb 6
mon — Data center stocks are on fire today. 💥
$IREN +7.49%
$CIFR +14.12%
$NBIS +14.93%
$CRWV +18.14%
Very happy to see IREN recover from -25% After Hours yesterday to +7.49% today. ht…↗
Feb 6
Black Panther Capital — Day 37/365 of The 365-Day Pact
Yesterday was a SPECIAL day in many terms:
> I hit 11.207 followers. Which means +10.000 followers in 36 days! 🎉🎉
> I did a post on $CIFR and $I…↗
Feb 6
Jason Luongo — Forecasted AI capex for 2026:
$AMZN Amazon - $200 Billion
$GOOGL Google - $180 Billion
$META Meta Platforms - $125 Billion
$MSFT Microsoft - $117.5 Billion
$TSLA Tesla - $20 Billi…↗
Feb 6
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Guys!! Have you’ve seen PM?
🟢 $TE +1.53%
🟢 $IBRX +0.18%
🟢 $OSS +1.86%
🥺 $IREN -4.50%
🟢 $NBIS +2.07%
🟢 $CIFR +1.67%
🟢 $ASTS +1.85%
🟢 $RKLB +2.25%
🟢…↗
Feb 6
InvestmentGuru — $ONDS will be a buying opportunity.
$RKLB will be buying opportunity
$ASTS will be buying opportunity
$IREN will be buying opportunity
$CIFR will be buying opportunity
$EOSE w…↗
Feb 5
Mike Investing — This current market pullback has now officially entered April 2025 levels in terms of downside in growth stocks…
$BMNR -73%
$IONQ -65%
$ONDS -53%
$IREN -39%
$CIFR -56%
$ASTS -31%…↗
Feb 5
Shay Boloor — I think we can all agree we do not want markets open 24/7.
Price action today (including AH):
• $IREN -26%
• $ONDS -20%
• $CIFR -18%
• $BMNR -17%
• $EOSE -17%
• $NBIS -16%
• $ASTS…↗
Feb 5
pennyether — Macro Update - Amusing to me that market is selling the baby with the bathwater. A decline in BTC price doesn't change the core assets these tickers hold, nor does it affect execut…↗
Feb 5
Black Panther Capital — 🚨ALERT: 50% of Data Centers will NEVER connect to the grid.
Half of the data centers announced in the last 24 months will NEVER connect to the grid.
Kevin O’Leary said it. The d…↗
Feb 5
Midas — The markets are crashing and I'm looking to buy these stocks:
$IREN
$CIFR
$ONDS
Like if you agree.↗
Feb 5
Black Panther Capital — Getting a lot of questions about my portfolio being “high beta.”
Let me make this crystal clear:
Yes, it’s high beta. That’s the entire point.
We’re sitting at the convergence o…↗
Feb 5
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Get ready and gear up for another day comrades 🫡
🟢 $TE +1.03%
🟠 $IBRX +0.00%
🔴 $OSS -2.48%
🔴 $IREN -1.42%
🟢 $NBIS +0.67%
🔴 $CIFR -0.63%
🟢 $ASTS +0.…↗
Jason Luongo — If you missed out on these growth stocks, the market is giving you a second chance:
$HIMS under $25
$TE under $8
$ONDS under $10
$OSS under $9
$IREN under $45
$NBIS under $85
$RKL…↗
Serenity — @lawbrax This is positive for $GOOGL related colo companies through Fluidstack like $CIFR and $WULF in neocloud sector.
Looks like Google is primarily shifting to TPUs now. Don't…↗
Feb 4
Serenity — @soulbiri1 Yeah today was extremely rough for high-beta. $CRDO, $IREN, $CIFR, and others just got nuked.
$AMD down -17%, even $MSFT down -22%+ past two months.
I'd expect when…↗
Feb 4
Lando — Google raises capex significantly and $CIFR CEO Tyler Page posts this shortly after?
Coincidence??
(this gif is from “There will be blood” and it’s about drilling for oil, hint…↗
Feb 4
Midas — $CIFR is now priced at 13 as if the Google (Fluidstack) and Amazon deal did not exist.
Like if you are bullish on $CIFR.↗
Feb 4
Black Panther Capital — I doubled down on $CIFR today.
Got stopped out of $NBIS this morning. Already up 6% on my $CIFR entry.
Here’s why this was too obvious to pass up:
$CIFR just priced $2B in senio…↗
Midas — Why are markets down today?
$IREN $CIFR $ONDS $TE https://t.co/1rqS2mMTr6↗
Feb 4
CK Capital — My watchlist on these dips:
Just added: $TE
Watching to add:
• $ONDS
• $CIFR
• More $ASTS
• $NBIS
Here’s my thinking:
$TE - Already In
T1 Energy is scaling U.S. solar + batte…↗
Feb 4
Midas — Everyone selling $IREN or $CIFR right now is an idiot.↗
Feb 4
Black Panther Capital — I‘ve sold everything.
$ASTS, $IREN, $NBIS, $TE, $CIFR, $KRKNF, $OSS, $IBRX, and $ONDS.
All of it. Gone. Liquidated this morning.
The volatility got to me. The pullbacks.
The he…↗
mon — Know what you hold.
Go for a walk.
$HOOD -7%
$NBIS -9%
$PLTR -10%
$ASST -11%
$ASTS -11%
$RKLB -13%
$UAMY -13%
$ONDS -13%
$EOSE -13%
$IREN -14%
$AMD -15%
$CIFR -15%
$TE -16%↗
Feb 4
Jason Luongo — @BlackPantherCap It’s going to be an incredible year for both $IREN AND $CIFR↗
Feb 4
Black Panther Capital — $CIFR got a $5.5 BILLION, 15-year lease from $AMZN.
Let me make this simple:
$AMZN is guaranteeing ALL rent + operating expenses for 300 MW of power infrastructure.
The Numbers:…↗
Feb 4
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Mixed signals and steady pre-market. Lets see how it plays out today.
🟢 $TE +0.53%
🔴 $IBRX -1.26%
🟢 $OSS +0.42%
🔴 $IREN -0.86%
🔴 $NBIS -0.67%
🔴 $CIFR…↗
Feb 4
Lando — All I'm hearing is bullish $IREN, $CIFR, $NBIS, $WULF, and anyone else that can scale data centers
I'm going with $IREN in 2026+
Trust in Dr. Su + $AMD
https://t.co/3f1R173UOW↗
Feb 4
Mike Investing — Accumulate these 10 stocks upon pullbacks in 2026:
$TSLA
$IREN
$ASTS
$RKLB
$ONDS
$AMZN
$EOSE
$NBIS
$LUNR
$CIFR
All dips on these rapidly growing companies should be taken full ad…↗
Feb 3
Mike Investing — Investing in these 5 sectors will make your portfolio greatly outperform the markets in 2026:
Space ~ $ASTS, $RKLB, $LUNR
AI ~ $IREN, $CIFR, $NBIS
Drones ~ $ONDS, $AVAV
Robotic…↗
Feb 3
Lando — Welcome yet again CK to $CIFR ARMY
https://t.co/SUcgBZ27P5↗
CK Capital — I AM NOW BULLISH ON $CIFR
The $2 Billion $AMZN Validation Just Changed Everything
TODAY Cipher Mining announced a $2 billion senior secured notes offering backed by a $5.5 BILLI…↗
Feb 3
Lando — My old investment $CIFR (still my no.2 option) is on a roll
Absolutely love this company and management running it
Big things are coming, while I’m not currently invested, I wil…↗
Feb 3
Black Panther Capital — A deal for $IREN soon is almost imminent.
Nothing is certain or give . But signs beginning to align.
Anyhow. I’ve got a post coming up for you guys today… In 6 hours..
Not about…↗
Feb 3
Jason Luongo — The most talked about growth stocks of 2026 on X, according to Grok:
1. $IREN - AI data centers and HPC infrastructure
2. $EOSE - Battery storage for utility and grid
3. $NBIS - F…↗
Feb 3
Black Panther Capital — 👀PRE-MARKET ACTIONS:
$ONDS, $TE & $IREN smashing up in PM today.
🟢 $TE +3.29%
🔴 $IBRX -0,82%
🟢 $OSS +0,31%
🟢 $IREN +3,64%
🟢 $NBIS +2,71%
🟢 $CIFR +2,28%
🟢 $ASTS +2,48…↗
Feb 3
Midas — Top stocks of 2026 according to X:
$ONDS
$IREN
$CIFR
$ASST
$OSS
$LPTH
$PATH
$ZETA
Comment below what other stocks I should add?↗
Feb 3
Mike Investing — Hear me out…
$ONDS is a $32 stock trading at $10.
$ASTS is a $250 stock trading at $100.
$RKLB is a $140 stock trading at $75.
$EOSE is a $30 stock trading at $14.
$IREN is a…↗
Feb 3
Midas — $CIFR is now priced at 15 as if the Google (Fluidstack) and Amazon deal did not exist.
Like if you are bullish on $CIFR.↗
Feb 2
Lando — $WULF making moves 👀
I wonder what $CIFR and $IREN have cooking up↗
Feb 2
Lando — @chiptomunk $CIFR looks much more attractive at its current price. More volatility though↗
Feb 2
Black Panther Capital — 🚨DIP OR NOT? HERE’S THE ZONES:
Save it for later.
⭐️⭐️⭐️⭐️⭐️⭐️
GOLDENZONES:
$TE → $7.55
$OSS → $8.78
$IREN → $47.49
$NBIS → $81.60
$CIFR → $14.74
$ONDS → $10.10
$ASTS → $91.43…↗
Feb 2
Black Panther Capital — Everyone’s calling this “Black Monday.”
They’re wrong.
This isn’t a collapse. This is a liquidity reset.
And if you understand what just happened in the last 72 hours, you’ll rea…↗
Feb 2
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Here we go. Don’t panic.
🔴 $TE -2.70%
🔴 $IBRX -1.12%
🔴 $OSS -6,77%
🔴 $IREN -5,36%
🔴 $NBIS -3,23%
🔴 $CIFR -6,08%
🔴 $ASTS -2,40%
🔴 $ONDS -2,99%
Over…↗
Feb 2
Midas — Why are markets down tonight?
$ONDS $IREN $CIFR $NBIS https://t.co/FlHGyDvYpP↗
Feb 2
Midas — $CIFR is now priced at 15 as if the Google (Fluidstack) and Amazon deal did not exist.↗
Feb 2
Midas — $ONDS at 10.
$LPTH at 10.
$OSS at 9.
$IREN at 50.
$CIFR at 15.
What stocks are you buying tomorrow?↗
Feb 2
Midas — Top stocks to buy as Trump crashes the markets:
$ONDS
$IREN
$CIFR
$TE
$ZETA
Like if you agree.↗
Feb 1
Black Panther Capital — Day 32/365 of The 365-Day Pact
- Weekend with the fam.
- Going to the playgrounds.
Go out and touch some grass friends 🌱
If you missed my portfolio update yesterday, its here:…↗
Feb 1
Midas — Like to send $CIFR back to $5.
I want to buy more.↗
Midas — Top stocks to buy as Trump crashes the markets:
$IREN
$CIFR
$PATH
$ZETA
$ONDS
Like if you agree.↗
Jan 30
Midas — Why are markets down today?
$ONDS $IREN $CIFR $ASST https://t.co/36IABXW5wu↗
Jan 30
Black Panther Capital — Remember to zoom out:
$CIFR is still 13% up YTD.
$IREN is still 47% up YTD.
$ASTS is still 61% up YTD.
$ONDS is still 11% up YTD.
$PNG.V is still 28% up YTD.↗
Jan 30
Black Panther Capital — 🚨POTENTIAL DIP:
A lot of noise lately. If a potential dip comes along, look for these levels.
⭐️⭐️⭐️⭐️⭐️⭐️
GOLDENZONES:
$TE → $6.82
$OSS → $8.50
$IREN → $47.49
$NBIS → $88.69
$…↗
Jan 30
Black Panther Capital — 🚨Trump to name Kevin Warsh Fed Chair:
Warsh is a markets man. Get the overview:
Background:
• Morgan Stanley M&A: VP/Executive Director 1995-2002.
• Special Assistant to Presid…↗
Mike Investing — AI is scaling faster than the grid can handle leading to a MAJOR energy bottleneck…
These 5 stocks are the key solutions:
1. $IREN ~ Develops large scale, data centers powered by…↗
Black Panther Capital — Day 29/365 of The 365-Day Pact
WE JUST HIT 9.000 FOLLOWERS 🎉
8.215 people have joined my space the last 29 days, while I’m doing this challenge with my daughter.
It’s amazing!…↗
Jan 29
Black Panther Capital — Here’s why market is RED 🔴
For my fellow $IREN, $CIFR, $NBIS, $ASTS, $ONDS, $OSS, $TE, $IBRX, $KRKNF investors. https://t.co/yFfQIIjfWC↗
Jan 29
Black Panther Capital — Wow. What did I miss?
Thought MAG7/AI earnings were good?
$TE
$IBRX
$OSS
$IREN
$NBIS
$CIFR
$ASTS
$ONDS
$KRKNF / $PNG.V https://t.co/nz4fLCf80L↗
Jan 29
Black Panther Capital — 👀HOW TO PREPARE FOR 2026:
2025 followed the script pretty well. Choppy early, grind higher through mid-year, then strength into Q4 with some turbulence near the end. Not magic.…↗
Mike Investing — The White House is betting Trillions on these 5 sectors for 2026…
Space ~ $ASTS, $RKLB, $RDW, $PL
AI ~ $IREN, $CIFR, $NBIS, $ZETA
Robotics ~ $TSLA, $PATH, $RR
Energy ~ $EOSE, $…↗
Jan 29
Mike Investing — Hear me out…
Currently these 7 setups present generational wealth making opportunities:
Buying $IREN now is like $NVDA at $70.
Buying $ONDS now is like $MSFT at $120.
Buying $AST…↗
Jan 28
mon — Portfolio hit a new ATH today. 🎉
- $IREN continues to lead the data center space.
- $NBIS +2%, $CIFR +1% & $CRWV -2%.
- Opened a new position today.
- Down 7% so far, but I l…↗
Jan 28
Lando — Bullish for all AI Infrastructure names, I'm sure the other Mag 7 will increase it as well
I'll be watching $IREN and $CIFR closely 👀
https://t.co/48zHKVIYoT↗
Jan 28
Lando — @TobyInvesting I was gonna say lmao. Everything will be great, bullish on $CIFR and $IREN though!↗
Jan 28
Lando — @TobyInvesting $NVDA doesn't have backing in $CIFR wdym?↗
Jan 28
Lando — @TobyInvesting Yes that's correct Toby! I was previously split between $CIFR and $IREN. Decided to go all in↗
Jan 28
Black Panther Capital — Day 28/365 of The 365-Day Pact
- Algo paused suddenly. Daughter unhappy. She had Saturday Sushi locked in 😂
- FED with steady decision.
- 🟢 Green day on market.
- Grind continue…↗
Jan 28
Jason Luongo — 2026 is already being decided.
These 4 sectors will dominate the markets:
AI Infrastructure & Compute - $IREN $CIFR $NBIS $NVDA
Edge AI & Drone Defense - $OSS $ONDS $LTRX…↗
Jason Luongo — How I use LEAPs to generate triple-digit returns:
- Buy when RSI < 30 (oversold = opportunity)
- Choose 360+ DTE (let your thesis play out)
- Stick to ATM or slightly OTM strikes…↗
Jan 28
Lando — @IAmDavid131 Agreed. $IREN will print now, and I know $CIFR will do amazing as well. I think there timeline will be much better as we get closer to 2027 and into 2028↗
Jan 28
Lando — @MB_Hogan $CIFR is by far the "cheapest" out of the bunch. No way do $IREN or $NBIS get bought out.↗
Jan 28
Wayne Liang — You can turn $100K into $1M this year.
Just follow the right traders on X.
Last year, I called out:
$ONDS at $0.83 (up 1,445%)
$CIFR at $3.01 (up 525%)
$IREN at $6.30 (up 877%)…↗
Jan 28
Lando — $IREN is slowly but surely moving away from it's "competition" in $NBIS and $CIFR
Earnings next week 👀 https://t.co/xmv0HhhsB9↗
Jan 28
InvestmentGuru — NeoCloud / data centre stocks are looking good
$IREN
$CIFR
$NBIS
$NUAI
$APLD↗
Jan 28
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Maybe, buttoms in for $IBRX.
🟢 $TE +2,08%
🟢 $IBRX +1,68%
🟢 $OSS +3,14%
🟢 $IREN +0,38%
🟢 $NBIS +2,31%
🟢 $CIFR +0,43%
🟢 $ASTS +1,87%
🟢 $ONDS +1,22%…↗
Jan 28
Serenity — @feanor_legend $CRWV is probably the only $50B+ company I can think of that is likely going to go bankrupt. At least $ORCL has a profitable core business and owns tons of assets li…↗
Jan 28
Serenity — @PhotonCap 저는 $NBIS 가 현재 매우 매력적이라고 생각합니다. $CIFR(네오클라우드가 아닌 코로케이션 부문) 같은 특정 종목들도 마찬가지입니다. 반면 $CRWV 는 그만큼 설득력이 있지는 않네요.
네비우스(Nebius)의 비즈니스 모델은 기본적으로 전년 대비(Y/Y) 100%씩 성장하는 5개의 회사가 하나…↗
Jan 28
Serenity — @owoNine Others like $CIFR, $WULF are colo. They don't buy GPUs.
$CRWV, $NBIS, $IREN do.
The first two $NVDA funded.
The latter one, $MSFT did with prepayment for Iren to bu…↗
Jan 28
InvestmentGuru — Some of these stocks absolutely ripped today, showing strong momentum and risk-on appetite across the market:
$RR +44%, $RDW +29%, $SATL +20%, $NUAI +19%, $BAER +14%, $APLD +14%,…↗
Jan 28
Lando — AZ knows that this isn't political, it's a "national security threat"
Whoever builds first will win the AI race. This is America vs the CCP
AI Infrastructure buildout will only…↗
Jan 27
Lando — @tonitrades_ Agreed toni, I think both will perform exceptionally in 2026. I also think that $cifr will gain much more traction if their sites are on time for 2027-2029. Lots of go…↗
Jan 27
Mike Investing — It only takes a few solid picks to become a multimillionaire in 2026…
Here are the top 10 picks for this year that can fulfill that potential:
1. Ondas Holdings ~ $ONDS
2. AST Sp…↗
Jan 27
Lando — @BoeningJames @mikealfred Respectfully, he’s been in $CIFR and $IREN since $1. He may have some crazy tweets, but he’s completely different in spaces. Agreed in the posts part tho↗
Jan 27
Midas — Like if you bought the dip on $CIFR. https://t.co/MgTaew6lVY↗
Jan 27
Lando — @eliasmarshall Yeah it’s nuts, I nibbled in $IREN when it was in 30s doubled down in the 40s and now it’s everything. $CIFR will still have an incredible year as well!↗
Jan 27
mon — What an incredible day. 🤯
- $IREN hit $60. Ended the day at $59.99.
- $CIFR +13.55% $NBIS +7.01% & $CRWV +10.71%.
- Not bad across the AI data center stocks.
- $NUAI +19.87%.…↗
Jan 27
Lando — @Cryptounderdog1 I do think there time is coming, but $IREN has it ready NOW vs 2027-2029. $CIFR is still great↗
Jan 27
Lando — @ilzmcfly Amazing article, 2027+ is $CIFR's time↗
Jan 27
Lando — This is an AMAZING $CIFR article on their power and each individual site, which is exactly why I pivoted to $IREN
Most of their BIG sites come online in 2027-2029, which is fine,…↗
Jan 27
Lando — @MortalJr1 Rerating pending. Look at the catalysts and sites that are ready to go for hyper scalers right now. The time is now. $CIFR will be ready in 2027-2028↗
Jan 27
Lando — Well well well look what we have here
$IREN leading the way vs. $NBIS $CIFR $WULF 👀
Earnings next week too, it doesn't get much better than this https://t.co/XV6XXxkzz3↗
Jan 27
Lando — @Unforgiven925 That's fair. I think $CIFR's big year will be 2027-2028, lots of good things coming for them then↗
Jan 27
Lando — @Unforgiven925 Great work unforgiven925! I do think $cifr will catch up soon, just not as quick as $IREN. I'll most likely reenter cifr soon just not the play right now. Still a gr…↗
Jan 27
Lando — @SmallCapSnipa Sold it all today for $IREN, $CIFR will have an amazing year as well though. I think 2027-2028 will be where they shine the most↗
Jan 27
Lando — Great timing I guess $IREN $CIFR https://t.co/jW9MFgntFc↗
Jan 27
Lando — $IREN and $CIFR have the answers they need…↗
Jan 27
Lando — @Joeperry1963 It’s a great company and they’ll have an amazing year as well, I just think there’s more short term potential with $IREN. If I had to guess I’ll reenter $CIFR in the…↗
Jan 27
Lando — Alright today I made a HUGE change in my portfolio
Most of you guys know me from my $CIFR posts, and today I’m walking away from them
I see more upside in $IREN for at least the…↗
Jan 27
InvestmentGuru — $IREN $CIFR $EOSE $IONQ $QS $ONDS $SOFI $HIMS $JOBY $RDW
Some compelling long-term buying opportunities in this market. These names sit at the intersection of innovation, disrupti…↗
Jan 27
Black Panther Capital — 👀PRE-MARKET ACTIONS:
A little bit of pre-market recovery. Let’s see how the day plays out.
🟢 $TE +0,98%
🔴 $IBRX -3,86%
🟢 $OSS +0,10%
🟢 $IREN +2,77%
🟢 $NBIS +2,90%
🟢 $CIFR…↗
Jan 27
Mike Investing — A portfolio containing these 10 picks will create generational wealth in 2026…
1. AST SpaceMobile ~ $ASTS
2. Rocket Lab ~ $RKLB
3. Ondas Holdings ~ $ONDS
4. Zeta Global ~ $ZETA
5…↗
Jan 27
Lando — @StockMKTNewz Well this is gonna be interesting for $IREN $CIFR and other companies 👀↗
Jan 26
Lando — Data Center names are just getting started
We’re still in the buildout and early stages of construction
There’s not enough power
People are starting to wake up to AI
You do n…↗
Jan 26
Black Panther Capital — Day 26/365 of The 365-Day Pact
+6.893 followers in 26 days.
WE JUST HIT 8.000 FOLLOWERS 🎉
• Daily writing
• Daily learning
• Daily showing up
That's it. Keep going.
From the…↗
Jan 26
Lando — $IREN and $CIFR getting beat down with a lot of other growth names
Expect volatility, this is nothing new to us!
~7% down today https://t.co/vVpJRgnuY0↗
Jan 26
mon — Spending on data centers has TRIPLED since the ChatGPT launch in November 2022.
$IREN, $CIFR, $NBIS & $CRWV. 👀↗
Jan 26
mon — $NVDA invests $2bn in $CRWV.
NVDA CEO - "CoreWeave’s deep AI factory expertise, platform software and unmatched execution velocity are recognised across the industry."
Bullish f…↗
Jan 26
シバイヌおやびん（投資系VTuber） — "AIユーティリティは、複数の追い風を同時に受けています。
$NVDA は $CRWV に20億ドルを投資し、Claude Opus 4.5のリリース後にH100のレンタル価格が再び上昇し始めるタイミングで、2030年までに5GW以上のAI工場を構築するために提携しています。 エージェント需要がGPU供給を、新たなインフラが構築されるよりも速く逼迫させ…↗
Jan 26
Shay Boloor — AI Utilities are catching multiple tailwinds at once.
$NVDA is investing $2B into $CRWV and partnering to build 5+ GW of AI factories by 2030 just as H100 rental prices start ris…↗
Jan 26
Black Panther Capital — 🚨Shutdown threat + Trump 100% Canada tariff warning over China deal:
If a little dip comes along, look for these levels:
⭐️⭐️⭐️⭐️⭐️⭐️
GOLDENZONES:
$TE → $7,42
$OSS → $9,81
$IRE…↗
Black Panther Capital — Day 25/365 of The 365-Day Pact
- Daughter is sick. Will be home tomorrow.
- Gives us time to talk about our pact and life.
3.407 followers left before the big 10. I promised to t…↗
Jan 25
Black Panther Capital — 👀 Most mentioned asymmetric investments at the moment:
Energy:
$TE
$BE
$EOSE
Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET
B2C SaaS Provider:
$SOFI
$HIMS
$OPEN
Datacenter:
$I…↗
Jan 25
Mike Investing — These 3 sectors will dominate the markets in 2026:
1. AI compute & Infrastructure ~ $IREN, $NBIS, $CIFR, $ZETA, $AMD, $MU, $NVDA, $ASML
2. Robotics & Drones ~ $ONDS, $TSL…↗
Jan 25
Black Panther Capital — !!!! Seriously, just hear me out:
AI is lowkey the biggest revolution in human history.
It’s bigger than electricity. Bigger than the internet.
Nothing….comes….close…. for the…↗
Jan 25
Black Panther Capital — 🚨 WE’RE NOT BULLISH ENOUGH!
56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY.
Spend 45 seconds watching this clip, and you’ll know why.
1. $CIFR has a…↗
Jan 25
Black Panther Capital — 🔖 Bookmark this!
Simple way to start of your research:
1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analy…↗
Jan 25
InvestmentGuru — My Favorite 20 Long-Term Stocks in This Market
$IREN — Bitcoin Mining / AI Data Infrastructure. Low-cost, renewable-powered mining with optional upside from AI/HPC demand.
$RKLB —…↗
Jan 25
Midas — Which Mike Alfred stock do you think will go parabolic this year?
$ASST
$IREN
$CIFR
$OPEN
$BKKT
$SBET
$SUIG
$CLSK
$NVO
$STZ
$DEO
I'm betting on $IREN + $ASST.↗
Jan 25
Lando — @TechEquityEng @mikealfred I’m in $CIFR 🤷🏼♂️↗
Jan 24
Lando — I feel accomplished that my post came across @mikealfred’s feed
$IREN and $CIFR gonna have a year 🔥 https://t.co/9l5F5D4yCW↗
Jan 24
mon — Bullish for the entire sector.
$IREN, $CIFR, $NBIS & $CRWV.↗
Jan 24
Midas — Top stocks I’m willing to hold for the future:
The next Robinhood: $COIN
The next Mag7: $MSTR
The Next Palantir: $BBAI
Modern healthcare delivery: $HIMS
The Microstrategy of Ethe…↗
Jan 24
Black Panther Capital — Day 24/365 of The 365-Day Pact
• Community is growing rapidly.
• Welcome to all newcomers in the fam.
• Weekend; working… Miss the kids and wife. But grind must continue 🫡
Onwar…↗
Mike Investing — These 12 growth stocks lead in terms of 2026 projected revenue growth:
- $NBIS +441%
- $ASTS +350%
- $EOSE +200%
- $CRWV +135%
- $IREN +125%
- $MU +98%
- $CIFR +55%
- $OKLO +53%
-…↗
Jan 24
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $AMD, $IREN, $CIFR, $NBIS, $ONDS, $RKLB, $ASTS, $EOSE
• Hold | $TSLA, $PLTR, $OPEN, $ACHR, $OKLO, $IONQ, $HOOD, $SOFI
• B…↗
Jan 24
Black Panther Capital — ⚡️JUST IN:
J.P. Morgan forecast AI infrastructure capex for data centers reaching $1.4 trillion annually by 2030, representing a tripling from projected near-term levels
I gave…↗
Black Panther Capital — Day 23/365 of The 365-Day Pact
WE JUST HIT 7.000 FOLLOWERS 🎉
Almost 6K followers in 23 days. It’s insane.
I never in my wildest dreams imagined that 23 days ago.
I can only sa…↗
Jan 23
Mike Investing — These 10 stocks are the backbone behind the $NVDA AI engine:
1. $IREN converts cheap renewable energy into large scale, compute capacity design for AI.
2. $CIFR controls, power ri…↗
Jan 23
Lando — I’ve been gone all day
Worked 7-12 on a $12 BILLION project in the freezing cold, was honestly surprised work was still going on
Came back to see $IREN and $CIFR go down around…↗
mon — $IREN has clearly split off from the group.
+8.65%. 🟢
$CIFR, $NBIS & $CRWV are clustered together, while IREN broke higher and is leading by a wide margin, up 8.65%. https:/…↗
Jan 23
Black Panther Capital — 👀PRE-MARKET ACTIONS:
A bit of mixed signals today. Seems steady, for now.
🔴 $TE -0,48%
🔴 $IBRX -0,68%
🟢 $OSS +0,09%
🟢 $IREN +0,31%
🟢 $NBIS +0,05%
🔴 $CIFR -0,52%
🟢 $ZETA…↗
Jan 23
Mike Investing — In 2025 many millionaires were made from my callouts…
Some of which include:
$AMD at $76 & ran to $267+
$HOOD at $29 & ran to $154+
$BABA at $80 & ran to $192+
This year these…↗
Jan 23
Mike Investing — Many Millionaires were made from the stock market last year…
You can be next for 2026 if you invest in these 10 picks:
1. Ondas Holdings ~ $ONDS
2. AST SpaceMobile ~ $ASTS
3. Roc…↗
Jan 23
Midas — Top 5 stocks to make generational wealth this year:
$ONDS
$IREN
$CIFR
$CCCX
$ASST
Like if you agree.↗
Jan 22
Lando — You know it’s getting serious when Agrippa likes it
$IREN $CIFR https://t.co/w51G5CkdBm↗
Jan 22
Lando — Amazing work again by McFly on the new $CIFR Colchis deal
1GW data center coming in 2028. Don't sleep on $CIFR
https://t.co/FVUmXavvB2↗
Jan 22
Lando — Those who control the grid and have secured connections will win
$IREN $CIFR ahead of the game with ELITE teams and hyper scaler backing
Don’t bet against Elon↗
Wayne Liang — A few of my largest trades in 2025:
$ONDS from $0.83 to $11.61
$NUAI from $1.85 to $6.88
$OPEN from $0.58 to $9.79
$CIFR from $3.01 to $24.69
$IREN from $6.30 to $72.23
A ton of…↗
Jan 22
Black Panther Capital — $CIFR Price Targets:
$30.00 - Citizens
$27.00 - Canaccord Genuity
$18.00 - JP Morgan
Consensus show high forecast up to around $34 in broader analyst set.
Average Target: $26.12…↗
Jan 22
InvestmentGuru — Small-cap setups:
$QS, $EOSE, $CIFR, $RR, $ZETA, $ONDS, $RDW, $OSS, $LPTH, and $TSSI are showing better technical setups. These names are holding support, forming bases, or showin…↗
Jan 22
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Culper Research dropped their hit piece on $TE, but I'm calling BS for now. Strong fundamentals and growth trajectory ahead.
🔴 $TE -4,93%
🔴 $IBRX -2,32%
�…↗
Jan 22
Mike Investing — The President & the White House have been quite literally telling you what sectors to invest in:
Space ~ $ASTS, $RKLB, $LUNR
Robotics ~ $TSLA, $RR, $PATH
AI ~ $CIFR, $IREN,…↗
Jan 21
Midas — If you want to outperform the markets in 2026 you should have these 10 stocks in your portfolio…
1) $ONDS
2) $ZETA
3) $PATH
4) $RKLB
5) $ASTS
6) $IREN
7) $CIFR
8) $NBIS
9) $CCCX…↗
Jan 21
Lando — I still think people are sleeping on the future of $CIFR
This video encapsulates everything you need to know about the company, coming directly from the CEO himself
They aren't…↗
Black Panther Capital — Markets dip, trends endure.
Don't care about headlines, when fundamentals or the case haven’t changed.
Ignore the noise on $TE
Ignore the noise on $IREN
Ignore the noise on $NBI…↗
Jan 21
Black Panther Capital — 🚨HERE COMES THE DIP!
⭐️⭐️⭐️⭐️⭐️⭐️
GOLDENZONES:
$TE → $7,32.
$OSS → $9,11
$IREN → $45,31
$NBIS → $93,20.
$CIFR → $16,45
$ZETA → $17,48.
$ONDS → $11,28
$ASTS → $89,92.
$KRKNF → $…↗
Jan 21
Lando — This was not on my bingo card today $IREN $CIFR https://t.co/gIRQYlcrWR↗
SandemanStocks — Nvidia CEO Jensen Huang: 'Trillions of dollars of AI infrastructure needs to be built’
$NBIS $IREN $CIFR↗
Jan 21
Shay Boloor — @StockMKTNewz Super bullish for the AI utility trade:
• $IREN builds down into power + compute
• $NBIS builds across the software + developer layer
• $CIFR rents out the physical l…↗
Jan 21
Lando — $CIFR AND $IREN
SOMEONE KNOWS WHATS COMING https://t.co/WBuZUouF4M↗
Jan 21
Black Panther Capital — 🚨BREAKING:
LIVE from Davos, President Trump:
“Stock market will double within short time.”
Let’s go $IREN $NBIS $CIFR $TE $ONDS
$OSS $ASTS $KRKNF https://t.co/kb9dj8APd5↗
Jan 21
Black Panther Capital — 🤯Most people run on one income stream.
I’ve run on 10:
1. $TE
2. $OSS
3. $IREN
4. $NBIS
5. $CIFR
6. $IBRX
7. $ZETA
8. $ASTS
9. $ONDS
10. $KRKNF
One income was survival.
Ten wi…↗
Black Panther Capital — Picture this:
I kick off the day cracking my back at the chiropractor (pun intended), only to return to a house full of sniffly kids. Chaos? Nah, opportunity!
We're ordering pizz…↗
Jan 21
Shay Boloor — $NVDA CEO Jensen Huang says GPUs are effectively sold out across the cloud with availability so tight that even renting older-generation chips has become difficult.
Spot prices fo…↗
Midas — Top 5 stocks to buy as Trump crashes the markets:
$PATH
$ZETA
$IREN
$CIFR
$ONDS
Like if you agree.↗
Jan 21
Lando — Ever since I started investing I started to see the world differently
For example, lunch at Chipotle is 1-2 shares of $CIFR
A weekly grocery haul is ~1.5 shares of $IREN
I LOVE…↗
Jan 20
Mike Investing — Buy every dip you see on these 10 stocks, & you’ll thank yourself that you did at the end of 2026:
1. $ONDS ~ Building autonomous defense, security, & drone systems.
2. $EOSE ~ En…↗
Jan 20
Midas — What’s the best stock under $1B market cap?
I want the next multibagger.
not $ASST $IREN or $CIFR↗
Jan 20
Black Panther Capital — Day 20/365 of The 365-Day Pact
A lot of great movement and re-gains during today.
PRE-MARKET AND END OF DAY
🔴 $TE -5,51% → 🟢 +1.28%
🔴 $IBRX -1,27% → 🟢 +17,39%
🔴 $IREN -8,42%…↗
Jan 20
Lando — Something is coming
Tic toc $CIFR https://t.co/b2ujG7W6Qv↗
Jan 20
Midas — What’s the best stock under $5B market cap?
I want the next multibagger...
not $ASST $IREN or $CIFR↗
Jan 20
Black Panther Capital — 11 SECTORS THAT WILL DEMAND BILLIONS IN CAPEX BY 2035:
Edge AI Autonomy:
$OSS
Defense Provider:
$KOPN
$LPTH
AI Hyperscale:
$IREN
$NBIS
$CIFR
Drone Defense:
$ONDS
Subsea Defens…↗
Jan 20
Lando — @sunxliao Very surprised that $CIFR wasn’t on this list↗
Jan 20
mon — Notice the divergence. 🧐
$IREN & $CIFR recovering very well.
$NBIS & $CRWV starting to recover. https://t.co/6KIhWbSMeJ↗
Jan 20
Lando — Just got out of class and first thing on my mind is the market
$IREN and $CIFR holding up nicely and are down ~1%
$NBIS being hit a little harder down ~5.8%
Overall $SPY and $Q…↗
Jan 20
mon — We could see green by the end of the day. 🧐
Nice recovery from the overnight/pre-market price.
I believe IREN was down 10% overnight.
$IREN, $CIFR, $NBIS & $CRWV https://…↗
Jan 20
mon — Market is open and $IREN is holding up better than $CRWV, $NBIS, and $CIFR.
IREN: -6.09%
CIFR: -7.37%
NBIS: -7.34%
CRWV: -7.32%
Let’s see how the day plays out. https://t.co/PV8M…↗
Jan 20
Lando — I was expecting much worse
$IREN and $CIFR only down ~5% in PM
Do we think we’ll sell off at open? https://t.co/nlUdnNr2in↗
Jan 20
Black Panther Capital — 👀 PRE-MARKET ACTIONS:
As expected. The Trump effect is here today.
If you have cash, lucky you.
If you’re out of cash like me. Relax.
🔴 $TE -5,51%
🔴 $IBRX -1,27%
🔴 $IREN -8,…↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
Jan 20
Midas — $ONDS down 5%.
$IREN down 3%.
$CIFR down 3%.
$TE down 6%.
Which stock are you buying tomorrow?↗
Jan 20
Dustin — $IREN down 3%.
$ASST down 4%.
$CIFR down 4%.
Which stock are you buying tomorrow?↗
Jan 20
Lando — @Anderson_2155 OR I could buy 3 shares of $CIFR 👀↗
Jan 20
Dustin — $CIFR $ASST Like if you STILL believe @mikealfred 🤑
If you're blocked, comment below to flex your badge of honor🏆
Bet he can still see this tho... oops😈 https://t.co/VgpPybwW…↗
Jan 20
Lando — @LouieInvests @CarsonTalkMoney $CIFR $IREN↗
Lando — @thestockwhale Do really put every trending name except $CIFR, don’t fade it↗
Jan 19
Mike Investing — 2026 is your turn to become a millionaire…
Last year there was many generational opportunities like:
~ $AMD at $76 & ran to $267+
~ $TSLA at $210 & ran to $499+
~ $HOOD at $29…↗
Jan 19
Black Panther Capital — YOU CAN RELAX AGAIN.
Enjoy the little opportunity while it last.
$IREN $NBIS $CIFR $OSS $TE $ONDS↗
Jan 19
Lando — Do not fade $CIFR and $IREN
https://t.co/UyM6g2dRLa↗
Jan 19
amit — @darthvader3026 $CIFR https://t.co/EYGtzFCc32↗
Jan 19
Black Panther Capital — 👀Here's what to look for if a dip comes along.
⭐️⭐️⭐️⭐️⭐️⭐️
GOLDENZONES:
$TE → $7,32.
$OSS → $9,11
$IREN → $45,31
$NBIS → $93,20.
$CIFR → $16,45
$ZETA → $17,48.
$ONDS → $11,28
$…↗
Jan 19
Black Panther Capital — If $CIFR dips → look for $17,69 - $16,45.
Note. Not financials advice. https://t.co/rjqxQUOBsF↗
Jan 19
Black Panther Capital — Day 19/365 of The 365-Day Pact
- Monday is here. All waiting for some PM-indications.
- Expecting a dip this week? No worries, I got your back.
- Gonna smash a lot content out th…↗
Jan 19
Serenity — @platochi Companies like $NBIS or $CIFR are high conviction for 2026.
But it’s not the same as a small $50m niche company, suddenly being in over-demand from $NVDA or $MSFT stock…↗
Jan 19
Lando — I think the short term would be $IREN since they have 1GW coming online and it still needs signed
Deal sooner + lots of other catalysts
Later in the year I think $CIFR will end…↗
Mike Investing — AI is scaling at a rate never seen before, but with this AI infrastructure is becoming the bottleneck…
These 3 companies are the answer to this issue:
1. $CIFR ~ Converts cheap p…↗
Jan 18
Black Panther Capital — Day 18/365 of The 365-Day Pact
• Nice relaxing weekend with wife and kids.
• Postet my $OSS Research yesterday.
• Postet a portfolio update today.
• 5,9K → 6K followers incoming.…↗
Jan 18
Midas — Hot take on $CIFR:
1) $CIFR is a $40 stock.
2) $CIFR could outperform $IREN.
3) The markets are undervaluing the Fluidstack (Google) + Amazon partnership.
Like if you agree.↗
Mike Investing — Over the past few months my callouts here on X have created many millionaires.
Some of which include:
$TSLA at $210 & ran to $499+
$ASTS at $35 & ran to $120+
$IREN at…↗
Jan 18
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
In this update, I'll cover:
1. The two positions I've sold from my LT portfolio.
2. The new positions I've added to my LT portfolio.
3. The new p…↗
Jan 18
Wayne Liang — What's crazy is, people didn't want to touch:
$ONDS at 0.83, $ASTS at 27.14
$IREN at 6.30, $CIFR at 3.01
$OPEN at 0.58, $WULF at 2.96
We hit 5-10x on all of them.
Don't miss the…↗