Midas — Using @asymmetrix_xyz, here are my top stocks:
1) $NBIS
2) $RDDT
3) $ONDS
4) $IREN
5) $CIFR↗
Jul 18
Midas — Using @asymmetrix_xyz which tracks Insider portfolio's in real time, here are the stocks Leopold Aschenbrenner has been buying:
1) $SHAZ
2) $TE
3) $IREN
4) $NBIS
5) $BE↗
Jul 17
Lando — Deciding to relax a bit this weekend here’s my lineup:
- Gym next 3 days
- Odyssey tonight on IMAX
- Beach Saturday/Sunday
My positions might be red (thanks $iren) but it won’t…↗
Jul 17
Antonio Costa — $IREN -50% in just 7 weeks on ZERO bad news. Great zone for a big bounce imho https://t.co/yygNK4fPkA↗
Serenity — $META in talks to lease compute to Anthropic in a $10B dollar deal.
Seems like they saw how profitable
$SPCX $45B compute deal was.
But just goes to validate Neocloud business m…↗
Jul 17
mon — I'm expecting a V-shaped recovery in many of the growth stocks that have been hit the hardest over the past month.
$IREN, $HIMS, $ONDS, $ASTS, $KRKNF & $OUST.↗
Jul 17
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
Serenity — @LetsGoBflo17 I actually like $IREN fundamentally post Mirantis acquisition. Since it combines software orchestration with their existing secured GW capacity.
But not hopping onbo…↗
Jul 17
Lando — $IREN will be fine. We will look back in a few months and be like wow, we should’ve bought the dip
Hint: I did 😎👊🏼↗
mon — $NBIS was just 5% away from $300 only a few weeks ago. Now it's closer to $100 than $300.
$OUST and $IREN are both around $33, down from around $60 in less than a month.
$SPCX is…↗
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 17
Lando — Sorry @claudeai, @ChatGPTapp has more compute right now. You need $IREN https://t.co/znCSfLsWH3↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Lando — Sold some shares and added some leaps today for $IREN 🤝↗
Jul 16
Lando — Something I need to get better at is managing risk + having an appropriate cost basis
I’m not perfect and I’m very much still learning, it’s a process, and a beautiful game that I…↗
Jul 16
Shay Boloor — THE FUTURE IS ON SALE RIGHT NOW
Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53…↗
Jul 16
Lando — I guess AI is dead and we no longer need compute $IREN $NBIS https://t.co/Y0Aqq7Y7Ft↗
Jul 16
Lando — @EndicottInvests Never mind we’re very much the same 😂😂 $IREN↗
Lando — Lots of emotion in the market today.
If you’re feeling an emotional connection to your position then you’re probably one of the three:
- Oversized
- No conviction
- Wanted a qu…↗
Midas — Leopold Aschenbrenner just added new AI stocks that could make people MILLIONS.
Just like he called $SNDK, $IREN, and $MU for an EASY +1000% returns.
Here they are:↗
Jul 16
Lando — This directly affects $IREN in Australia, I’m quite sure this will be of no issue though
Will he monitoring
https://t.co/Tq6b8Nw4Xl↗
Jul 15
Antonio Costa — $IREN Chart update. Play what you see.... https://t.co/x3CD7sZJEF↗
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 15
Daniel Koss — That's how $NBIS goes to $1,000
This is probably the biggest announcement and most important strategic decisions in the company's history.
It will take time until the market unde…↗
Jul 15
Lando — TLDR: Neoclouds may become the bottleneck as more delays/cancellations occur
Long $IREN↗
Jul 15
mon — $IREN - This is a GREAT hire.
Eric Hammersley has an outstanding track record in cloud infrastructure and cybersecurity.
His experience includes:
> Chief Product Security Officer…↗
Jul 15
Antonio Costa — $IREN Appoints Former Nvidia Security Executive as Chief Information Security Officer $NVDA https://t.co/kMZmgQnVbn↗
Jul 15
Lando — $IREN continues to execute at scale by appointing Eric Hammersely as CISO
A bit about Eric:
- Former Director of Product Software Security Architecture at NVIDIA
- Former VP of…↗
Jul 15
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20
$IREN at $2.8…↗
Jul 15
Antonio Costa — $IREN 4h time frame has that look. Any sustained break above $40 may fuel a quick upside move. https://t.co/X4Ma5S92Vh↗
Jul 14
Lando — BREAKING: This has absolutely 0 affect on $IREN↗
Jul 14
Lando — So you’re telling me you initiated your long short in $IREN at $38 right as they’re about to start delivering their $MSFT contract, expand globally, complete Mirantis acquisition,…↗
Jul 14
Lando — Guys who’s gonna tell our friend @LiebermanAustin about one of the largest AI Factories in the world??
$IREN’s Sweetwater is nowhere near priced in…
But of course the world is n…↗
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
InvestmentGuru — Silicon-to-Substation: The Regulatory Wildcard
New York just became the first state to freeze new hyperscale data center permits — a 1-year executive order pausing approvals while…↗
Jul 14
Lando — Institutions seem to love these prices $IREN↗
Jul 14
Lando — NVIDIA on the AI Factories market today:
“Power-constrained environment” sounds a lot like something $IREN has a lot of right?? 👀↗
Jul 14
Lando — Institutions foaming of the mouth at $IREN current price, great find @jciccale↗
Jul 14
mon — $IREN remains one of the most undervalued AI data center company on Wall Street.
Look at what is happening across the sector.
In the UK, around 140 proposed data center projects…↗
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
Black Panther Capital — Rumors circulating that LeBron James could sign with Warriors.
If so, the $IREN move a couple of weeks ago wasn’t maybe that bad.
-BP
Not financial advice. https://t.co/tD3HAOi2…↗
Jul 14
KaizenInvestor — $NBIS announced a new multi-year agreement with Reflection. Reflection AI is a startup founded by former Google DeepMind researchers that develops its own AI models.
Chernin broke…↗
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 14
Jason Luongo — 8. $IREN - IREN
NVIDIA issued a $2.1B share purchase option and signed a $3.4B AI cloud contract. 5GW strategic partnership to deploy NVIDIA DSX-aligned AI infrastructure globally…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Antonio Costa — $IREN has lost approximately 42% from its June 2026 peak. The daily MACD has finally stabilized and appears to be near its bottom.↗
Jul 13
Antonio Costa — $IREN Gamma Exposure Levels https://t.co/FOnRYmOFqB↗
Jul 13
Antonio Costa — $IREN I like it a lot here. https://t.co/5D2PBvAjO2↗
Jul 13
mon — Anything under $40 is a buy.
$IREN & $HIMS https://t.co/N56J3ig5hQ↗
Jul 13
Lando — Only going to say this once in regards to $IREN:
Let’s compare portfolio concentration and then discuss how “convicted” we are
I’d be willing to bet my weighting is greater than…↗
Jul 13
Midas — Leopold Aschenbrenner just added new 10x AI stocks.
Just like he called $SNDK , $IREN, and $BE for an EASY +1000% returns...
Here they are:↗
Jul 13
Black Panther Capital — Just landed in Spain. 3 hour flight.
30 degrees. Sun out. Grabbed a beer to go on my way out of the airport.
Ran into two guys. Dads. Both investors.
Neither had heard of $ASTS…↗
Jul 13
Lando — If you’re not invested in $IREN or you made the right call on $NBIS early…
The opportunity here is insane. I will continue to add when able to my IREN position, primarily looking…↗
Jul 13
Antonio Costa — $RUM Trading at BARGAIN prices when compared with $NBIS $IREN
June presenation:
- Near Term Opportunity: $3+ Billion Annual Revenue with 250MW Targeting 2027 RFS
- RUM Group…↗
Jul 13
Lando — I don’t like to beat my own drum, but $IREN looks increasingly more lucrative as each day passes
There’s a new delay nearly every week for DC across the globe. Demand will only co…↗
Jul 13
Lando — Haven’t been on my phone much, but $IREN appears to be holding $40 pretty good right now
Hold the line https://t.co/jQhCD6QWuH↗
Lando — I guess BTM is pretty expensive $NBIS $CRWV $IREN
Long secured grid connected power 👀↗
Jul 13
mon — $ONDS, $HIMS, $ASTS, $IREN
Remember that the market is being driven by macro right now.
Macro simply means events that individual companies can't control, such as:
> War with Ir…↗
Lando — @Funmentalist Dip buys are a blessing, if you think in terms of a year, 2 years, 3 years, etc. the flywheel is exponential in terms of revenue + MC potential for both $NBIS and $IR…↗
Jul 12
Lando — Makes you think of $IREN right? Delivering MW and eventually GW at scale...
- Horizon delivery ~7 days from now
- GB300 Exemplar this week?
- VR Samples soon
- Short interest nea…↗
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
mon — Here are a basket of stocks to consider:
1. These are the high-risk, high-reward stocks I believe in for the long term:
$HIMS - Consumer healthcare platform.
$IREN - AI data cent…↗
Jul 12
Midas — Leopold Aschenbrenner called $SNDK, $IREN, and $BE for an EASY +1000% returns:
He's now been secretly accumulating a new potential 10x play.
Here it is:↗
Jul 12
Black Panther Capital — $IREN isn't being sold because Wall Street can't tell the difference between a bitcoin miner and an AI company anymore. Wall Street has that part right. It's being sold at a price…↗
mon — $IREN is down almost 50% from its all time highs, yet analysts keep raising their price targets.
Ten firms, average target around $81, roughly double the current price.
> Canto…↗
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 12
Daave “3 and 30” Tepper — $iren -20% and $nbis +80% since this post
Iren is a scam and will be sold for parts. Most likely buyer $nbis. https://t.co/QgulYvmqrb↗
Jul 11
mon — This is what my portfolio looks like.
For a long time, it did absolutely nothing.
That's something I want every new investor to understand because most people only see the end re…↗
Jul 11
Lando — Agrippa dropping another gem on $IREN + his thoughts on company progress, the infamous “wen deal”, and how the company relays information to investors
Excellent article as always…↗
Jul 11
Lando — @acwessx @Funmentalist That’s correct I didn’t attend RAISE. The host of RAISE, Henri, reached out to me and offered tickets. Since I’m based in the US I couldn’t attend on such sh…↗
Jul 11
Lando — Jakub attended RAISE, here’s his summed up thoughts on AI infrastructure + how it relates to $IREN
Thank you for going @JKacprzak97431 🙏🏼↗
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…↗
Jul 11
Lando — Leo was one of the gentlemen that attended RAISE. I highly recommend reading his thoughts on the conference below
He offers an eye witness view from an investor rather than exec o…↗
Black Panther Capital — Just waiting for $IREN to play out.
Tik tok…
You gotta love this ride.
-BP
Not financial advice. https://t.co/lPdWhFmbHU↗
Jul 10
mon — $IREN - What I’ve taken from the shareholder letter is that the Board believes the key to IREN’s success over the next few years is keeping the founders with the company for the lo…↗
Jul 10
InvestmentGuru — NeoCloud turning green
$NBIS
$CRWV
$IREN
$HIVE↗
Jul 10
Midas — Leopold Aschenbrenner called $IREN for an 800% gain and $BE for a 1600% gain...
He's been secretly investing in a new potential 10x play.
Here it is:↗
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
Lando — They’ll say it was “obvious” in the end. Everyone says that after the move already happens
They said it with $MU, $SNDK, $NBIS, $MRVL, $AMD, etc
I know people are extremely conce…↗
Jul 10
Kevin Maro — BTW $IREN generational bottom was this week - if you think this is going to zero and not $100+ I have a bridge to sell you.
Not financial advice, I have a position.↗
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
Lando — Tons of emotions today it seems for $IREN, not shocked at all↗
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
Lando — Your friendly reminder that $IREN will be delivering Horizon in ~9 days↗
Jul 10
KaizenInvestor — Let me dive a bit deeper in what I think is the difference in business model between $NBIS and $IREN.
I've seen a couple of panels, quick fire chats, and keynotes from both compa…↗
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 — I'm only going to say this once. The AI buildout is still in the early innings.
These 10 stocks will create millionaires over the next 3 years.
1. $IREN - Iris Energy
$9.7B clou…↗
Jul 10
KaizenInvestor — Someone on the Raise summit mentioned that $IREN was not actively looking for a sponsorship like this.
It came as an unexpected opporuntity and they decided to take it.
make of…↗
Jul 10
KaizenInvestor — @TheTechInvest As far as I understand, he is talking about the third layer. $IREN provides two layers and offer Cloud. $NBIS build a third layer on top of it and now provide tokens…↗
Jul 10
Lando — I'm going to be brutally honest here, and it'll most likely upset some people...but it's a message I've been sitting with for some time.
I want to talk about emotions, impatience…↗
Jul 9
Black Panther Capital — Dear fellow $IREN investors.
I’m probably gonna get a lot of hate for this.
But again, I’m not here to be ‘liked.’ I’m here as a neutral investor - not being emotional involved.…↗
Jul 9
Lando — Unfortunately there will be no space for $IREN today.
Many of our speakers will be either watching the France WC game or traveling home. If we do host a space on Day 2 of RAISE i…↗
Jul 9
Midas — • Quantum computing:
$IONQ
• AI data infrastructure:
$IREN
• Modern healthcare delivery:
$HIMS
• Next-gen fintech:
$SOFI
• Semiconductor backbone of AI:
$NVDA
• AI softwa…↗
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 — the hardest emotion to manage in this market isn’t fear. it’s the specific boredom of being right and having nothing to do about it.
you did the research. the thesis is intact. th…↗
Jul 9
Lando — $IREN - Been seeing a lot of this all over my feed so I’ll keep my opinions brief:
The package was extremely large and poorly timed, no one denies that. It “hurts” especially beca…↗
Jul 9
Wayne Liang — The neocloud bet is simple.
You're not picking which AI company wins. You're supplying all of them.
$CRWV already powers 9 of the top 10 AI developers. OpenAI, $META, Anthropic,…↗
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
Lando — $IREN moving in the PM
RAISE Day 2 happening NOW!
Will most likely be hosting a space at 4:30 EST as well, confirming soon https://t.co/OdmzOIN3L8↗
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
mon — $IREN - This is a letter to shareholders from IREN's independent chair on the co-CEO pay package.
We definitely needed a response. Hopefully we can move on now and focus on the co…↗
Jul 9
KaizenInvestor — A big thing here at Raise is sovereign AI. Rod Evans, VP supercomputing for $NVDA spoke about a big giant waking up. He said that governments in Europe are spending a lot of money…↗
Jul 9
Midas — 5) $IREN
AI-focused data centers securing scalable power for compute expansion.
GPUs don't run on hope. They run on megawatts.
IREN owns the real estate and the power generation…↗
Jul 8
InvestmentGuru — NeoCloud is one of the strongest sector today.
$IREN
$NBIS
$CIFR
$CRWV
$KEEL
$APLD
$WYFI https://t.co/iP9hTZlDm6↗
Jul 8
Lando — RAISE Day 1 Summary $IREN:
‣ Horizon 1 handover confirmed 19th July
‣ Commisioning H2
‣ MSFT very happy with IREN so far, very hands off. Great partners.
‣ IREN on call with NVDA…↗
Jul 8
Lando — Just got done hosting my first space ever on $IREN at @RaiseSummit
In the space we covered a few new developments for IREN that are EXTREMELY bullish. I'm really glad we were abl…↗
Jul 8
Lando — @StonkChris Hey Chris, I highly encourage you to check out this space I hosted on the event at RAISE today. In regards to $IREN $NBIS (primarily IREN). All I'm going to say is it's…↗
Jul 8
Antonio Costa — $IREN Strong close in a strange session. Nice breakout on the 4h time frame. https://t.co/z0VMNhrwcu↗
Jul 8
mon — Great day so far.
- $PENG smashed it. Currently +25%.
- Data center stocks are up across the board.
- $WYFI & $WULF +11%, $NBIS +9% & $IREN +7%.
- Memory stocks starting to…↗
Lando — $IREN x $NVDA at RAISE 👀 https://t.co/fRGdTB3DlO↗
Jul 8
Lando — Nothing has fundamentally changed, it’s comical that people are capitulating + shorting this company
$IREN is primed for a generational run from now to end of 27’
Bookmark this↗
Jul 8
Wayne Liang — I can't stop liking posts today. Seeing green makes everything so much better.
Happy to see $NBIS / $IREN climbing.
Happy to see $PENG soar after earnings.
Happy to see $WULF x…↗
Jul 8
Lando — Crazy how little RAISE was talked about just 2-3 weeks ago
Now it’s mainstream all over my feed, ahead of the herd $IREN↗
Jul 8
Lando — I’ve been slammed at work and won’t have much time to check anything today
It looks like RAISE is going well and $IREN’s comments seem to be aligning with what I discussed about…↗
Jul 8
Black Panther Capital — YTD: 35% now.
2 months gains erased in 1 month.
Thanks Trump. What a relaxing summer.
-BP
$AAOI $IREN $NBIS $OUST https://t.co/th3Gscp8R0↗
Jul 8
Lando — I have a feeling it’s going to be a long day in the market…
If we don’t open our app do we actually get bothered by it? $IREN $NBIS 😅 https://t.co/ow1XczrWWw↗
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 8
Lando — $IREN:
The AI Gala at RAISE is officially over and the next round of events/keynotes will be tomorrow
Our crew will be on the ground covering all of this! I plan on hosting a sp…↗
Jul 8
mon — I think $IREN has the potential to become one of the leaders in Sovereign AI infrastructure.
As AI becomes more important, more companies will want to keep control of their own AI…↗
Jul 7
Alphatica — LARGE / MID-CAP DARK POOL | July 7, 2026
$NET +$142M zero sells. Cloudflare is the mid-cap safe haven. $CMG -$83M zero buys. $RKLB -$22M. $RIVN -$21M. Both agree sell. 62 prints.…↗
Jul 7
mon — $IREN has made a lot of progress in just two months.
Thanks to @LandoInvests for the summary below.
Let's review May 1 - Present:
‣ Energized Sweetwater 1 (1.4GW)
‣ Acquired @M…↗
Jul 7
Midas — Be Leopold Aschenbrenner
> Ex-OpenAI researcher (fired after AGI manifesto)
> Raise $225M from top founders for AI-focused hedge fund
> Ditch crowded plays: Dump NVIDIA & Intel ho…↗
Jul 7
Lando — Alright $IREN crew let's breakdown this post a bit more:
IREN has been networking relentlessly the past few months. There's been lots of unsettled investors, questionable decisio…↗
Jul 7
Black Panther Capital — People ask how I sleep at night running a portfolio this volatile. Here’s the actual answer:
My portfolio is $IREN, $NBIS, $AAOI, $OUST, $ONDS, $ASTS, $RKLB, and a few others. Equ…↗
Jul 7
Lando — $IREN hol up I'm cooking dessert, more to come...🧑🍳
https://t.co/l1yi9H2QKJ↗
Serenity — @SBluelink Imagine every single time you post. You have a TA bro posting a chart about:
- b-but my $IREN ABC trend says it's going to $125 through the $6B ATM.
- or if something…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
KaizenInvestor — Been a bit offline lately as we moved over the weekend and been very busy on the job.
I'm very calm in this market, $WOLF just reached my buying target so I added a bit more at $…↗
Jul 7
AlmaCap — Lots of names getting brutally wiped out across the market today, Samsung Preferreds outperforming most AI picks as expected…
> Extremely defensive position, with the FY27 PE mult…↗
Jul 7
Lando — @IREN_Ltd posted this on LinkedIn earlier today…
They’re literally telling us where this is going $NVDA $IREN 🚀 https://t.co/oiWMmlQaYi↗
Jul 7
Lando — $IREN in the 30s again is criminal. I plan on adding as soon as I get paid (today/tomorrow)
BUY THE FEAR https://t.co/FBVHwbqfBR↗
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
Lando — $WULF CEO just confirmed part of $IREN’s thesis, im sure it’s probably nothing
“Every enterprise on this planet at some point is going to want to access HPC”
All eyes on RAISE t…↗
Jul 7
Jason Luongo — Anthropic just signed a 20-year, $19B deal with $WULF for compute.
Here are 10 datacenter stocks that could land a deal next.
1. $IREN - Iris Energy
$3.4B AI cloud contract with…↗
Jul 7
Lando — Just you’re friendly reminder that the AI Gala for RAISE is happening tonight
$IREN is the headline and will be present here! I’m sure something will come of this in due time 👀 h…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
Black Panther Capital — Here’s my h2 predictions:
> massive earnings coming in. $MU already delivered. $GOOG $META $ANZN to come.
> market will go down as always a couple of days to digest the news.
>…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 6
mon — A lot of people told me to rethink my investment in $IREN.
So I did.
I looked at the valuation again, and at around $37, it just didn't make sense to me. I believe the company's…↗
Jul 6
Lando — The herd will eventually wake up. I’m not concerned at all for $IREN going forward
Yes, there’s real risk, but the opportunity and R/R is extreme IMO. Still sub 15B MC
I’m long↗
Jul 6
mon — $IREN +12.83%.
Buy the fear. https://t.co/OooTVe6guj↗
Jul 6
Lando — $IREN will be having keynote with Rod Evan’s $NVDA this week at RAISE btw
Probably nothing NVIDIAEU 👀↗
CK Capital — Anthropic just signed a 20 year lease on one 401MW data center for $19 billion.
Think about the math on what that says about every megawatt in the sector.
That works out to roug…↗
Jul 6
Lando — If you want a simple reason to invest in $IREN all you need to know is this:
1.4 GW @ Sweetwater 2027↗
Jul 6
Black Panther Capital — $WULF just told the market what a 20-year AI lease is worth. $IREN is sitting on 12x the capacity and nobody’s done the math yet.
TeraWulf’s Anthropic deal: 401 MW, 20 years, $19B…↗
Jul 6
Antonio Costa — $IREN nice gapper this morning +7.5% 😉 shorts have a problem here↗
Jul 6
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
mon — You can reduce your risk when investing in AI data centers by buying an ETF or by following Leopold Aschenbrenner's approach. He spreads his investments across multiple AI infrastr…↗
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 6
Lando — $IREN community it is now time for RAISE WEEK
I would like to thank @HenriDelahaye again for the opportunity he's given retail by donating multiple tickets, thank you Henri!
Wit…↗
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
Lando — I’m not gonna lie to you guys, how are people just now realizing $IREN has sites in Australia with connections to APAC??
This is not news people 😭↗
Jul 5
Black Panther Capital — Holy fk X is picking up fast on this now.
My bet is we have some clarity around $IREN and Anthropic within 5-7 weeks from now.
-BP
Not financial advice.↗
Jul 5
Black Panther Capital — @BitcoinAIGuy You got unblocked… Can you ask him to unblock me also then? Dont know my I’m blocked. Probably $IREN related. Hhhhhmph.↗
Jul 5
CK Capital — Anthropic is about to hand out up to $15 billion in Australian data center contracts.
Everyone on X is convinced $IREN gets the call.
Not long until we find out. https://t.co/pj…↗
Jul 5
BULL OF BRITAIN — It would appear $IREN might be doing a lil bit of tomfoolery on open tomorrow.↗
Jul 5
Shay Boloor — Leaked Anthropic docs reportedly point to a 1.4GW Australia capacity push worth ~$22B.
$IREN is one of the few names with announced gigawatt-scale Australian ambitions, 800MW Bund…↗
Jul 5
CK Capital — $IREN holders must be glad to see this↗
Jul 5
Black Panther Capital — i have 3 different degrees within psychology and this is the most important lesson to beat market in my opinion:
the thing nobody tells you about watching a position fall 15% is h…↗
Jul 5
Antonio Costa — $IREN closed lower for the ninth consecutive session on Friday, posting substantial losses since its June high above $70. From a historical perspective, the stock has frequently re…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 5
Michael | Hypermarkets — Leopold Aschenbrenner turned $250M into $6B bought $BE in 2025 at less than $100.
Remember, AI's bottleneck isn't just $NVDA chips and $MU memory. It's also power, land and grid a…↗
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 5
Black Panther Capital — I called the potential of $IREN x Anthropic over a month ago.
Seems like I’m not the only one connecting the dots anymore.
-BP
Please note as always, this is not financial advic…↗
Jul 5
PhotonBull — I guess it makes sense to buy a stock when everyone on X sells it🤣
$IREN↗
Jul 5
mon — $IREN - I'm not happy with management's recent decisions, but I'm not going to react emotionally.
The company is recruiting non-stop, has almost 6 GW of secured power, and already…↗
Jul 5
Serenity — Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B.
Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Aust…↗
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 — Did people forget this guys has 11.7M shares in $IREN and it’s his fifth biggest position?
> 10.40% allocated.
> $400M
Probably nothing…
-BP
Not financial advice. https:/…↗
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%…↗
Jul 4
Lando — Probably nothing $IREN https://t.co/zXjKBhnBqU↗
Black Panther Capital — Classic marketing $IREN - Oh, $NBIS too. https://t.co/Q5XWC82Chh↗
Jul 4
Black Panther Capital — @Damiantrds @OInvests Depend on whether the support breaks. EMA is $31 if I remember, it could dip down to that and in intra day go under, as we have seen before. And hopefully hol…↗
Jul 4
Black Panther Capital — Taking a deep dive into the $IREN daily chart on and the technical setup is looking incredibly precise right now.
The bears have had their fun, but the structural foundations are…↗
Jul 3
Michael Sikand 🦑 — $IREN is investing in public transport for their bagholders now https://t.co/RHEoouP78t↗
Jul 3
Lando — Btw Jason is going to RAISE $IREN $NBIS $CRWV↗
Jul 3
mon — One thing I've been thinking about during this AI selloff is how quickly sentiment can change while the underlying businesses barely change at all.
Over the past week, we've seen…↗
Lando — This $IREN drama is cinema btw, if only y’all could see the chats I’m seeing 🤣🤣↗
Jul 3
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
Black Panther Capital — People keep saying the new $IREN pay package needed performance metrics attached to it. I don’t think that happens. They’re not rewriting the contract. This is just how it is now.…↗
Jul 3
mon — $IREN - I've seen this same pattern play out in a few other stocks.
I'm not happy with management's decision. I don't think it's defensible.
That said, I completely understand wh…↗
Jul 3
Ben Pouladian — @hoomansv Scammiest of scammiest. Feel sorry for $iren holders. Hope he looks good in orange↗
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 3
TheValueist — $IREN giving off $SMCI vibes. Separately, I love this new feature in the BBG mobile app. When you search for something in the main search bar, it automatically populates relevant b…↗
Jul 3
Midas — If you missed the huge run on $SIVE $MU $NBIS $IREN $SNDK- THIS IS A MUST READ↗
Jul 3
Black Panther Capital — The @aleabitoreddit effect is coming…
Soon everybody will love $IREN, delete all their previous post, refuse they didn't believe in them and become bulls.
X will heal. All Will k…↗
Jul 2
Lando — Been a hell of a week and month for me. There’s no easy way to say it or sugar coat any of it, but it was pretty red (hence $IREN)
On the bright side though I’m loving my life. I…↗
Jul 2
Black Panther Capital — I’ll go to bed. Sleep like a baby.
I can add, every month. Next 12 months.
Without thinking. Hesitating.
Just let it play out.
Sleep well.
-BP
Not financial advice.
$IREN $N…↗
Jul 2
CK Capital — Are the these debates officially over?
$NBIS over $IREN
$HOOD over $SOFI
Clear which ones are the winners.↗
Jul 2
Black Panther Capital — It’s not a crash. It’s a rotation!
I get a lot of DMs with questions about today’s sell off.
Zoom out for a second, because it looks scarier in your feed than it does on the scre…↗
Jul 2
Wayne Liang — @ApexAladdin1 Technicals and macro sentiment aside, it's pretty interesting what $IREN management did with the stock grant. I don't need to comment on it, I think people already un…↗
Jul 2
Antonio Costa — Yesterday $META news was just an excuse for a profit taking on Datacenter names. META is too late to the party !!! $NBIS $IREN↗
Jul 2
Antonio Costa — Im buying $IREN today $39.2 avg for another swing trade. My first target is the rising EMA200 at $44.77↗
Jul 2
Antonio Costa — $IREN Long-term picture.... same history.... Daily RSI at 30 is equal to bottom.... Good luck shorts !! https://t.co/8C75U6OGVx↗
Jul 2
Wayne Liang — It's ridiculous neocloud is still selling off...
$NBIS, $IREN, $CRWV, and more are still taking a hit because $META is planning to sell "excess" compute capacity.
What excess? Lo…↗
Jul 2
Antonio Costa — $IREN Shorts have a serious problem on their hands. More than 20% of the float is sold short the highest level in history for this stock. One piece of positive news and booom. Who’…↗
Jul 2
Antonio Costa — $IREN The last time the Daily RSI reached the 30s, we hit the bottom. Facts 👇 https://t.co/NUqN0pU6qR↗
Jul 2
CK Capital — $IREN holders.
This is a safe space.
How do you guys feel about this. https://t.co/qXwB7bnjvH↗
Jul 2
Jason Luongo — My 10 favorite stocks to sell options on right now:
- $IREN
- $TE
- $HOOD
- $RKLB
- $UUUU
- $NOK
- $SMR
- $PLTR
- $INFQ
- $NBIS
These stocks have been money printers for selling…↗
Jul 2
Black Panther Capital — If YTD is under SP500 YTD performance:
> Reconsider strategy and approach.
If YTD is higher than SP500:
> Congrats, better than average.
If YTD is higher than 35%:
> Know this…↗
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…↗
Jul 2
Antonio Costa — $IREN Looks primed for a big bounce. Extremely oversold on 4h time frame while forming a falling wedge pattern. https://t.co/lTJjJK7qxJ↗
Jul 2
SandemanStocks — @MafaldaSd63549 @MB_Hogan Agree 100%. They will compete with $IREN↗
Jul 2
Lando — If $IREN actually gets out of the hole they seemed to have dug themselves into, it’ll be the most hated neocloud/AI infrastructure rally EVER
These next 1-3 quarters will be very…↗
Jul 2
Lando — $IREN I’m not going to write a post on the hires since Birk covered everything already
These are VERY good hires, while it’s not the news everyone wanted, it is a plus…↗
Jul 2
amit — Woah.
Nvidia $NVDA just created a new line of business for themselves.
So, all those neoclouds like $CRWV $NBIS $IREN $APLD $SPCX that have been getting deals with hyperscalers…↗
Jul 2
KaizenInvestor — As it should, I only see negative reactions on this $IREN remuneration package. It made me wonder who actually approved this, so I took a look at the board.
Apart from the Robert…↗
Antonio Costa — $IREN IREN Appoints Chief Product Officer and Chief Development Officer https://t.co/nbPuw6GU3G↗
Jul 2
mon — $IREN & $HIMS - Something to keep in mind.
One thing I keep thinking about is what happened with HIMS.
When the NOVO lawsuit hit, sentiment completely collapsed. Investors lost c…↗
Jul 2
Black Panther Capital — $IREN co-founders just got approved for a $1.14 billion pay package.
It lands a week after a $50 million a year Warriors jersey patch deal, and four months after a $6 billion ATM…↗
Jul 2
Serenity — @mazo7846 I actually think $IREN has potential after their Mirantis acquisition + capacity they have.
It’s just the way they do things with ATMs and excessive SBCs makes it hard t…↗
Jul 2
Damnang2 — AI related stocks, including semiconductors, fell sharply today after reports that Meta plans to sell its excess AI compute capacity to external customers. Was the market reaction…↗
Jul 2
mon — $IREN - This is not good.
Look, I actually hope they have something planned. I do not care that the founders get rich. I care that shareholders get rich too. If this stock goes up…↗
Jul 2
Lando — Me holding $IREN rn: https://t.co/QpzkJqIB62↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
Lando — Might have to mute $META $NBIS $IREN this shit is absurd↗
Jul 1
Gaetano — Alright, let's hear your takes on the $META news
Mostly interested in thoughts around Neoclouds and co
$NBIS $IREN $WYFI $NUAI $CRWV etc.↗
Jul 1
mon — Forbes: AI Data Center Stock $IREN Approaches A Historically Bullish Setup.
Buy the fear. https://t.co/moPBWk42Re↗
Midas — Here are the stocks I found using @asymmetrix_xyz:
$NBIS
$IREN
$BE
$SHAZ
$TE
If this helped you out, follow me for more!↗
Jul 1
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…↗
Jul 1
Antonio Costa — $IREN Buy This AI Data Center Stock Now. - Forbes https://t.co/CHi9wthxvD↗
Jul 1
Black Panther Capital — ⚡️JUST IN: $IREN
Bernstein just reiterated their target on $IREN.
> $100 - BUY
-BP
Not financial advice. https://t.co/mJKj25imT5↗
Black Panther Capital — Second half of the year starts with the market handing out a discount on names that didn’t change overnight.
$NBIS $AAOI $IREN 🫦
-BP
Not financial advice. https://t.co/hOI5hNG0…↗
Jul 1
mon — $IREN -5%, $NBIS -14% & $CRWV -13%.
The market seems to be interpreting today's news that $META +10% plans to offer excess AI compute capacity as bearish, but I actually think it'…↗
Jul 1
Antonio Costa — I wouldn’t be surprised to see $NBIS and $IREN fully recover in the coming sessions. I don’t see the $META news as bearish it looks like a delayed reaction/play on the BZs.↗
Jul 1
Lando — This is insane $IREN 🩸 https://t.co/oF14zolOqm↗
Jul 1
Jose Najarro Stocks — $META TANKING THE WHOLE NEOCLOUD MARKET $NBIS $CRWV $IREN
Reports that Meta is developing plans for a cloud infrastructure business that will sell access to AI computing power an…↗
Jul 1
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…↗
Jul 1
Lando — $NBIS dragging $IREN down on the news this morning…
$43 now. Yikes, just yikes https://t.co/QbHTiAOh0M↗
Jul 1
TheValueist — $CRWV $NBIS $IREN $HUT HPC/neoclouds selling off on the $META news. The market can be so linear and one-dimensional in its thinking. I would actually take the Meta announcement as…↗
Jul 1
Chris Ray — $META is building an AI Cloud business to sell excess compute.
The neoclouds hate it… 😅
$NBIS $IREN $CRWV https://t.co/pXIodWe4DN↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
Jul 1
Black Panther Capital — I’ve sadly been diagnosed with SOCD.
Stock Obsessive Compulsive Disorder.
It shows up everytime I:
> Get petrol and instantly calculate that’s exactly two $IREN stocks at curren…↗
Jul 1
Antonio Costa — $IREN Does anyone else see IREN forming a short-term bottom at the rising EMA 200, right in line with the horizontal support zone? https://t.co/Fc6EVquI6P↗
Jul 1
Daniel Koss — Over the last few days I got a ton of messages from $IREN shareholders who apologized to me via DM for calling me a retard or idiot over the last year because I made so many $NBIS…↗
June 2026 · 388 mentions
Jun 30
CK Capital — @timeofwood at this point could’ve tripled your money then bought 3x more $IREN lol.↗
Jun 30
Lando — At current valuations/execution 100% agree. As most of you know I am nearly 80% $IREN, in hindsight NBIS was the far better option
However, if IREN executes the opportunity or ris…↗
Jun 30
CK Capital — I remember all the hate I got for calling $NBIS a better stock than $IREN. https://t.co/Xo3x0rAfVy↗
Jun 30
Black Panther Capital — I’ve been holding $IREN since August 2025. Entered at $19. Accumulated since.
My average is now around $32.
I can’t wait for $IREN to be above $100, EOY.
So much FUD against $IR…
May 2026 · 341 mentions
May 31
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
Midas — Leopold Aschenbrenner’s $IREN position is up over 8x since he opened at $7 last year.
He’s now betting on $TE, $SHAZ, $CORZ, and $HIVE.
I track smart money so you don’t have to.…↗
May 31
mon — Out of all the data center stocks, I think I own three of the best with the most potential from today’s price levels:
$IREN
$KEEL
$NUAI↗
May 31
Black Panther Capital — Welcome to no. 26.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 26.000 of you made it something bigger. I don’t take…
Antonio Costa — $IREN has now the highest short interest ever. What Could Go Wrong for Shorts? https://t.co/de5sMHiv2F↗
Jun 30
Antonio Costa — $IREN big buyers around the EMA200 https://t.co/2OiuWBJlnN↗
Jun 30
Jason Luongo — 2. $IREN - IREN
Signed a $9.7B multi-year deal with Microsoft and a $3.4B five-year AI cloud contract with NVIDIA to deploy Blackwell GPUs. NVIDIA received a five-year option to i…↗
Jun 30
Black Panther Capital — @Aktiehedonist @FinnStockinger With all due respect, this sentence doesn’t make sense?
A good company, but bad to own. Seems contradicting.
My bets is the asymmetry behind it to…↗
Jun 30
Black Panther Capital — $IREN trendline still holds.
> Earnings is 5 weeks out.
> End of symmetrical triangle is 6 weeks out.
> $42 needs to hold. Otherwise we see $32.
> MACD still in momentum zone, ove…↗
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 30
Dillon Valdez — @GrindeOptions @grok $IREN has no moat, $NBIS is $66b
$NBIS and $DOCN are in two different businesses↗
Jun 29
Lando — @prospero_ai has $IREN dark pool rating elevated with a score of 82
Institutions are accumulating in the 40s, I expect it to increase over time as well
~17B MC right now. Don’t m…↗
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. $…↗
Jun 29
mon — $IREN has achieved Exemplar Cloud status on NVIDIA for training workloads.
Great news. 👏↗
Jun 29
Antonio Costa — $IREN Green, perfect 👌 https://t.co/F6SAau57l5↗
Jun 29
Lando — Pretty good company $IREN 1/11 companies globally 👀
1/3 for B300s 🎉🎉 https://t.co/XE27LjkIPN↗
Jun 29
Black Panther Capital — $OUST is up 24% today. There is no press release behind it. People are scrambling for a catalyst that does not exist.
Today has no 8-K, no new contract. Nothing.
What is actually…↗
Jun 29
Lando — The lower we go the better opportunity imo $IREN will load leaps soon if we enter the 30s↗
Jun 29
Antonio Costa — $IREN is testing its rising 200-period EMA https://t.co/KkmYJnSD6x↗
Jun 29
Black Panther Capital — For the last decade, growth meant something you could build in software. Spin up servers, ship code, scale to a billion users without ever touching the physical world.
That era is…↗
Jun 29
Shay Boloor — $IREN IS NOW PART OF THE RUSSELL 1000 INDEX https://t.co/k6nHgJgfKF↗
Jun 29
Lando — $IREN might actually have Stephen Curry, LeBron James, and Anthony Davis wearing their logo in what could be there last season
INSANE↗
Jun 29
Lando — Added another 60 shares of $IREN this morning↗
Black Panther Capital — Great post from @BULLOFBRITAIN here.
If the Bloomberg read is right and AI sales start validating the spend, the next leg isn’t just Mag-7 multiples re-rating. It’s the supply cha…↗
Jun 29
Antonio Costa — $IREN IREN Limited Added to Russell 1000 Index https://t.co/U2qa9CcCIG↗
Jun 29
mon — Every major economy is throwing capital at AI buildout at once.
Just now, South Korea unveils $1tn chip and AI investment plan.
"We must secure the core elements of AI faster t…↗
Jun 29
Wayne Liang — 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…↗
Jun 28
CK Capital — $IREN putting the money in the wrong places lol.↗
Jun 28
Black Panther Capital — It appears investors are starting to realize $IREN might just be only one hyperscaler deal away from $100.
-BP
Not financial advice. https://t.co/zosHqKghmH↗
Jun 28
Lando — They’re only projecting 10B revenue for $IREN by 2030?!
We might still be early 😤↗
Jun 28
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
Lando — So is $IREN easily the highest reward at current valuations?
If compute is the bottleneck and you’re long $CRWV at 53B MC, then what is IREN at 17B MC with more compute??
Genui…↗
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
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…↗
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…↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 27
mon — The 7 bets on where the world is heading over the next decade:
1. $HIMS – Telehealth/Longevity
2. $IREN – AI Data Centers
3. $ASTS – Space Tech + Satellite Connectivity
4. $ONDS…↗
KaizenInvestor — Levels I’ll add to my stocks. This is based on allocation to my own portfolio as well as how undervalued some might be.
As you’ll see, some stocks are still far from my adding zo…↗
Jun 27
CK Capital — @KevInvestingYT 1. $QCOM, $NBIS, $EOS.AX
2. $ADEA, $FCEL, $ZETA
3. $ONDS, $IREN, $SOFI↗
Jun 27
Lando — LeBron might be wearing an $IREN logo on what could be his last season…
AND YOU’RE BEARISH??↗
Jun 26
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
Black Panther Capital — Something is not adding up here? 🤫
Don’t own US Stocks… Okay….
I’ll sell my $IREN $NBIS $AAOI $RKLB $GOOG $MU $META $AMZN $SNDK if you say so….
…But let me first check your por…↗
Jun 26
Black Panther Capital — The PMI Index just printed 54 points 🤯
The highest reading since May 2022.
That’s bullish as hell!
Quick version of what this actually is:
Every month, purchasing managers acr…↗
Jun 26
Antonio Costa — $IREN calls are getting volume. Net premium +$9M as i type https://t.co/mpWqRrEjM1↗
Jun 26
Lando — $IREN has RAISE in 2 weeks:
> It’s one of the largest AI conferences in Europe
> Primarily B2B networking
> 80% of attendees are C-Level
> IREN hosting a private dinner
> Multiple…↗
Jun 26
Daniel Koss — $FCEL up 25% after smart money finds out RJC is bearish "with high confidence".
Okay, I'll stop with these senseless posts, but I hope you guys realize the selection bias of showi…↗
Jun 26
Antonio Costa — $IREN Holding up nicely.... short covering taking place today. https://t.co/V0FrunoZk6↗
Jun 26
Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically.
Sit with that for a second.
This is…↗
Jun 26
Antonio Costa — Took some $IREN at 45.9 in pre-market for a swing trade. https://t.co/RNhsva7DBx↗
Jun 26
Lando — $IREN lets dive into the @warriors sponsorship
My estimate on brand awareness: IREN is projected to capture between 2.5 Billion and 3.5 Billion total views/impressions globally in…↗
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 26
Serenity — OFC I'm aware. But I'm personally sleeping comfortably since I have conviction in my hyperscaler mapping research with $SIVE.
And yes, I still have my million+ share position.
N…↗
Jun 26
mon — $IREN - signed a multi-year jersey patch deal with the Golden State Warriors. It's worth more than $50m per year and is the richest sponsorship deal in the history of North America…↗
Jun 26
Dustin — $IREN When IREN announces a hyperscaler deal we are easily a $150 stock
But that's not gonna happen from a single deal. The order of events to get include:
- successfully hand…↗
Jun 26
Lando — @LegionHoops @Sportico The ticker is $IREN for all you normies↗
Jun 26
Lando — Not a bad flic huh $IREN https://t.co/hVuMxsJe21↗
Jun 26
Lando — My thoughts regarding $IREN's marketing moves as of recent. This includes @warriors sponsorship as well as the upcoming RAISE Summit:
https://t.co/Ka8wioUV0g↗
Jun 26
Lando — When @danroberts0101 stated that $IREN would “build the brand to match the ambition” he gave the market an exact operational blueprint
At this point, we do not need to rely on spe…↗
Jun 26
Lando — Another @IREN_Ltd post. Gurmeet Sethi head of procurement at $IREN:
“Swish”
James Voughivong Drata APAC Partner:
“Bullish”
Trust the process right? 🤷🏼♂️ https://t.co/1IiC…↗
Jun 25
Lando — Idc what yall say seeing Steph mf Curry wear $IREN is bad ass↗
Jun 25
mon — $IREN - In short, I'm not happy with the recent news, but my long term thesis is still intact.
I'm with everyone, not happy with the management's communication style and the timin…↗
Jun 25
Midas — I'm buying a Curry jersey just for $IREN.↗
Jun 25
Lando — The bears are foaming of the mouth at $IREN, what’s weird is that I view this as a plus in terms of branding for IREN
Will be writing a deeper post later ✍🏼
The important thing…↗
Jun 25
Shay Boloor — $IREN will have its logo on Golden State Warriors jerseys next season. https://t.co/VXtMoELbdC↗
Jun 25
Lando — Should I capitulate $IREN? Maybe it’ll help save you guys↗
Jun 25
Black Panther Capital — @danroberts0101 @IREN_Ltd @warriors Pretty you could get $IREN further by spending time on deals or communicating $IREN versus marketing on stadiums were people eat sausages and sc…↗
Jun 25
Lando — $IREN x @warriors this is AWESOME
DAN FROM WAY DOWNTOWN! BANGGGGG↗
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 24
Antonio Costa — $IREN Potential trend reversal here. The rising EMA100 has been acting as support lately. https://t.co/kiFkKVn88f↗
Jun 24
Lando — Consolidation at its finest. I think we will see a new leg higher and enter price discovery mode soon
$IREN fighting to hold $53 right now, it won’t be long til it’s $100+
Bookma…↗
Jun 24
Lando — Some people are insufferable, I’m begging on $IREN and $ONDS to succeed
Everything always going up like $DRAM/memory in general is NOT normal. These names have consolidated for so…↗
Jun 24
Black Panther Capital — Okay… let me paint a picture…
Eric built $ONDS for almost a decade before it ever traded the way it’s trading now. Dan didn’t grow $IREN into a multi-gigawatt power platform by ac…↗
Jun 24
Lando — The bears don’t know I’m buying more $IREN↗
Jun 23
mon — These are my favourite stocks across the themes I believe have the strongest tailwinds over the next decade:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memo…↗
Jun 23
Lando — $IREN it’s over even $CBRS gets the deals 🙏🏼😭↗
Jun 23
Black Panther Capital — Be unemotional.
$IREN -4%
$AAOI -13%
$OUST -5%
$NBIS -3%
$RKLB -5%
I don’t care.
Sky is still blue.
Grass is still green.
Wife still got a nice an ass.
It’s a new day tomorrow.…↗
Jun 23
InvestmentGuru — NeoCloud continues to be one of the strongest sectors in the market.
$CIFR
$KEEL
$BTDR
$NBIS
$IREN
$CRWV↗
Jun 23
Wayne Liang — Tbh, I don't think you can go wrong with betting on most Neocloud names...
Regardless if it's $WYFI that handles colocation/hosting, $NBIS that has multiple verticals, or all the…↗
Jun 23
Lando — And you’re bearish Neoclouds?? $IREN $NBIS $CRWV↗
Jun 23
Serenity — @JJJJJ_66666 Because I’m comparing thesis timeframes when I said $IREN was dogsht after endless dilution and a GPU pivot from Colo.
I had $IREN last year and sold it for $NBIS and…↗
Jun 23
Serenity — @Starter9191 Yeah not looking much better last year either for $IREN.
When everyone kept trying to trash talk $NBIS that ended up compounding another 3-4x. https://t.co/QDz5RqYoEv↗
Jun 23
Serenity — I wonder how it feels to miss out on the AI supercycle run…
With photonics, memory,
and even Neoclouds like $NBIS.
Because you’re busy bagholding into the endless $6,000,000,000…↗
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
Lando — $IREN we have a community member going to this, can’t wait to see what he learns!↗
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
Lando — I apologize for sniping the top on $IREN again 🙏🏼😭↗
Jun 22
Black Panther Capital — 12 months ago people hesitated.
9 months ago people hesitated.
6 months ago people hesitated.
3 months ago people hesitated.
Meanwhile $MU went up +850%
$SNDK went up +4.800%
$AXT…↗
Jun 22
Lando — $IREN unusual flow right after RAISE Summit $64 call 👀
1.1 million in premium, someone knows… https://t.co/jFmaaDXMAq↗
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
Antonio Costa — $IREN $65 calls with DTE4 are getting volume https://t.co/Kaz0qqYm1K↗
Jun 22
Wayne Liang — $WYFI is definitely early in its run. Great chart comparison with Nebius and $IREN.
But IMO the $WYFI / Nscale anchor reminds me more of an early stage $NBIS or $CRWV with $MSFT a…↗
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 22
Midas — @asymmetrix_xyz Using @asymmetrix_xyz, here are the top companies I found:
- $BE
- $CLSK
- $RIOT
- $APLD
- $IREN
If this helped you out, follow me for more.↗
Jun 22
Midas — Leopold Aschenbrenner called the following 10x stocks early:
- $BE 1422% gains
- $IREN 800% gains
- $SNDK 3130% gains
- $LITE 1422% gains
He's now in a new potential 10x play.
H…↗
Jun 22
Lando — @jrouldz @brother_memo and now you watch $IREN on the sidelines 😅↗
Jun 21
amit — @Bare_Birk $IREN got picked by Kris first round
I like both but I do think IREN is cheap here↗
Jun 21
Black Panther Capital — Respect the chart work. Every leg of this market looked impossible right before it ran. 2009, 2016, 2022. Same story each time.
If this cycle really has 2 more years, the move isn…↗
Jun 21
Shay Boloor — 15 OF THE MOST IMPRESSIVE FOUNDER LED COMPANIES IN PUBLIC MARKETS
1. $NVDA | Nvidia
2. $RKLB | Rocket Lab
3. $ASTS | AST SpaceMobile
4. $PLTR | Palantir
5. $META | Meta
6. $CRWD…↗
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 — Leopold Aschenbrenner called $BE for an 1600% gain and $IREN for an 800% gain...
He's now in a new potential 10x play.
Here it is:↗
Jun 21
Midas — @asymmetrix_xyz $TE
$BE
$SHAZ
$IREN
$CRWV
If this helped you out, follow for more↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
PhotonBull — @goingtobillions Fair take, I love $NBIS too :)
Just wondering if the disconnect between $IREN $CRWV and $NBIS is too big here
For example that NBIS would double again from here…↗
Jun 20
PhotonBull — @WWTorell Not passing on them. I like $KEEL but $IREN $NBIS $CRWV are the big 3 in FinX for the last year, so wondering if there is an opportunity in IREN with NBIS tripling this y…↗
Jun 20
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 20
PhotonBull — Still not really sure how to feel about $IREN here
I feel like their assets and power access are HUGE here and could lead to some upside on the stock.
But on the other side I als…↗
Jun 20
Black Panther Capital — The entire research team (me), taking the weekend off too.
Market’s closed. Sun’s out. Beer’s cold. Kids are running around.
The black panther (sitting on rocks, looking unimpres…↗
Jun 20
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
PhotonBull — @LandoInvests Hahah not really uncovered on X, but I am still not sure how to feel about $IREN personally↗
Jun 19
Kevin Maro — @johnnybravoeth President of SemiAnalysis went on @amitisinvesting stream yesterday: https://t.co/k0MuQjjjXf around 2 hours in - and provided a lot of valuable insight on the neocl…↗
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…↗
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
Black Panther Capital — A lot of impatience selling is hitting $IREN and @danroberts0101 these days.
I’ll let you sit with this:
"It takes 20 years to build a reputation and five minutes to ruin it. If…↗
Jun 19
mon — $IREN - Typical retail investors.
Warren Buffett's most famous quote: "The stock market is a device for transferring money from the impatient to the patient."↗
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
Lando — @PhotonBull One thing I’ve learned: buy the fear, buy the noise, and buy when sentiment gets ugly
$IREN is all of those right now. Tic tock↗
Jun 18
mon — What a great day. 🔥
- $ENHA & $HIMS +11%
- $OUST smashed it +14%.
- $ASTS / $IREN time will come.
- $SMR my fav nuclear stock +13%.
- $PENG +12%, $NUAI +9% & $KEEL +5%.
S…↗
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…↗
Jun 18
mon — My favourite stocks for long-term:
$HIMS - Healthcare / Longevity
$IREN - AI Data Centers
$ASTS - Space / Satellite Connectivity
$ONDS - Drones / Defense Tech
$OUST - Lidar / Auto…↗
Jun 18
amit — Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much…↗
Jun 18
Wayne Liang — $WYFI technicals have aligned. Similar to what I said about $IREN before it rallied 400% shortly after.
About to close above the https://t.co/ihHRGndL5d gold zone for the first ti…↗
Jun 18
Midas — @asymmetrix_xyz $IREN
$NBIS
$NVDA
$AAOI
$INFQ
Follow me if you want to know when I enter these companies.↗
Jun 18
Lando — If I had to guess $IREN has quite a few unannounced sites, this will only help speed up their development
@FransBakker9812 they just fast tracked the interconnect process 👀 https…↗
Jun 18
mon — Relaunching my Substack this weekend.
Whenever I research a stock, I map the whole thing out first before writing anything down.
All in one big diagram: Stock Research Blueprint…↗
Jun 18
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…↗
Jun 18
Lando — @oguzerkan $CRWV over $IREN https://t.co/WDPQArjXPX↗
Jun 18
Black Panther Capital — someone asked me once why i invest in companies i believe will take years to play out.
i said because i have a day job.
and the day job means i can hold. i don’t need this money…↗
Jun 18
Shay Boloor — $IREN initiated at Buy with a $79 PT by Jefferies.
The firm says IREN’s 6GW powered land bank and vertically integrated GPU cloud model can support ~$3.1B of ARR.
The note also h…↗
mon — $IREN - Jefferies analyst Jonathan Petersen initiates coverage with a Buy rating and a $79 price target. 🔥
Analyst comments: "IREN has positioned itself in a unique place among A…↗
Jun 18
Dustin — $IREN Jefferies analysts initiate coverage on IREN Ltd. (IREN) with a Buy rating and a price target of $79.00.
The analysts comment: “IREN has positioned itself in a unique place…↗
Jun 18
Dustin — $IREN There is something to be said about remaining heads down and focused on execution, but when you are a public company, share price management and optimization should be a bigg…↗
Jun 18
Lando — IREN: Frustration, Struggle, but Hope?
It's June 17:
> NBIS is nearly at $300/share (71B MC)
> CRWV is at $115/share (63B MC)
> Neoclouds running, and yet no deal for IREN
> Senti…↗
Jun 17
mon — Great day today.
- It's plain sailing for $ASTS from here.
- I'm expecting $100 soon.
- $IREN probably hitting the ATM. 😅
- Not worried. Still holding.
- $NBIS hit ATH again. Con…↗
Jun 17
Black Panther Capital — @WalterA09213626 Been holding $IREN and $ONDS through every dip. No paperhands here 😂↗
Jun 17
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
Lando — $IREN x @MirantisIT will be at RAISE with $NVDA for an invite only event 👀 https://t.co/upGh8qZTE0↗
Jun 17
Lando — The $IREN bears are speaking loudly, it’s only a matter of time IYKYK 🫡↗
Jun 17
Serenity — And 7 months later... $NBIS is all time highs.
While $IREN bagholders are still funding the $6,000,000,000 ATM and stuck at the same price back in November.
Guess this settles…↗
Jun 17
Wayne Liang — Recently started a longer swing position in $WYFI.
Seems like a smaller cap version of $CRWV or $IREN?
$1.4B MC vs $64B / $20B
(also reminds me of an earlier stage $NBIS)
Nasda…↗
Jun 17
Lando — $IREN what’s this pattern called? https://t.co/DWHDVCtYmw↗
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…↗
Jun 16
Black Panther Capital — $IREN to $1000? Needs 5+ GW secured renewables into $350B+ AI empire (16x today’s $22B cap at $61/share, 357M shares).
Now: $3.4-3.7B AI ARR target by 2026 with 140-150k GPUs uses…↗
InvestmentGuru — NeoCloud remains one of the most compelling growth sectors in the market.
$NBIS
$CRWV
$CIFR
$IREN
$HIVE
$KEEL↗
Jun 16
mon — @CMDarnton0 Both $HIMS & $IREN should be $100 by now. 🧐↗
Jun 16
Lando — $IREN continues to advertise RAISE, maybe I was on to something 👀↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
Serenity — @hoarderresearch yep, trying my best! Always a fun time to get anonymous threats of violence when i post about $IREN excessive ATMs from time to time.↗
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 16
Lando — Just watched the video @amitisinvesting clipped on Jim Chanos being short neoclouds $NBIS $IREN $CRWV
"What's special, and what's a commodity" - Jim Chanos
Is Jim not aware that…↗
Jun 16
amit — Jim Chanos is short the neoclouds.
"It gets back to the point that we've made to clients that anybody that's just a middleman in this chain, like the data center guys are either a…↗
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
Lando — $IREN fixes this issue btw, not part of this statistic either 🫡↗
Jun 15
Serenity — I’ve written a thesis on these 3 themes early on:
Neoclouds, Photonics, and Memory.
Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS.…↗
Jun 15
Black Panther Capital — More energy. More GW. More capacity.
I’m still bullish $IREN.
Can’t wait to see what the bears come up with this time of funny stories.
-BP
Not financial advice.↗
Jun 15
Shay Boloor — $IREN acquired Nostrum Group which adds 490MW of secured power in Spain to support global AI compute demand.
The deal gives IREN a European AI infrastructure foothold with renewab…↗
Jun 15
Lando — “Europe is one of the largest and fastest-growing markets for AI infrastructure” - Dan Roberts
I believe RAISE will be a great opportunity to connect with European leaders as well…↗
Jun 15
mon — People message me all the time about $IREN, and one of the most common questions is whether I'm happy with the stock's performance so far this year.
Compared to $NBIS, the answer…↗
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 15
Wayne Liang — If you missed my $NBIS call at $39.60, or my $IREN call at $6.30... it's okay.
The entire Neocloud theme is heating up again. I'll share a couple undervalued names this week.
Don…↗
Jun 15
Lando — Power and infrastructure will only become more and more valuable
$IREN’s assets as well as all Neoclouds will begin to rerate higher. I truly believe we’re still early at current…↗
Jun 15
Lando — $IREN $62 overnight https://t.co/f3H16N6EvT↗
Jun 14
Lando — $IREN has been building for sovereign AI this entire time
They've been working hard in Texas, Canada, and now Spain/Australia. Sovereign AI is where we're headed, IREN's infrastru…↗
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
Serenity — This is gonna upset a lot of people:
But TA is astrology for traders.
It's confirmation bias + trading human psychology about entries.
Kinda like how people frontran $SPCE fro…↗
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…↗
Antonio Costa — $IREN on watch for a clear of resistance (4h time frame). If it breaks out look for a major move north. https://t.co/d0uQNK9mMu↗
Jun 14
mon — @TrueWealthAngel I am not saying it's simple or easy.
On $HIMS and $IREN, both stocks changed my life.
My portfolio is up 618% over the past three years.↗
Jun 14
mon — $IREN is the Headline sponsor of RAISE Summit 2026, ranked above NVIDIA on the sponsor board.
This is bigger than it looks. What IREN is doing here is getting in front of the comp…↗
Jun 14
Black Panther Capital — @CKCapitalxx Own both. $IREN perform best 1Y, most asymmetric. Tired if the NBIS IREN its two different business↗
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
SandemanStocks — I’m not an $IREN investor but I’m pretty sure Lando here was the first to mention this to the IREN community.
Just reposting for the brother, he’s got more info on it than anyone…↗
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
CK Capital — I remember when half of X hated on me for saying $NBIS was better than $IREN.
$NBIS 158% YTD
$IREN 39% YTD https://t.co/3Lox8wuaFH↗
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…↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Jun 13
Lando — IREN x RAISE Summit 2026
Just finished up writing this article, hope it's helpful for all $IREN investors!
The core ideas also apply to $NBIS, $CRWV, Crusoe, and many more infras…↗
Lando — More news: $IREN is a "Headline" sponsor for the RAISE 2026 summit
Doing more research now, but this summit is looking very promising! https://t.co/IJnngxzou1↗
Jun 13
Lando — $IREN will be at the RAISE summit July 7-9 in Paris!
France x IREN? Time will tell but this is going to be a great event!
I’ll have to look into what RAISE is and who else will…↗
Jun 13
mon — Invest in - "sovereign AI".
As the US keeps tightening export controls on advanced AI chips, technology and recently new frontier models (Fable 5), governments outside the US are…↗
Jun 13
Midas — @asymmetrix_xyz $TE
$BE
$HIVE
$IREN
$CRWV
If this helped you out, follow me for more.↗
Jun 13
Midas — $INFQ
$IONQ
$IREN
$CIFR
$NBIS
$CRCL
Follow me if you want to know when I enter these companies.↗
Midas — @asymmetrix_xyz $IREN
$NBIS
$ONDS
$RDDT
$RKLB
If this helped you out, follow me for more.↗
Jun 12
Midas — Leopold Aschenbrenner called $BE for an 1600% gain and $IREN for an 800% gain.
He’s now in a new 10x generational wealth play.
Here it is: https://t.co/t10m0H982q↗
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…↗
Lando — If you bought $IREN at $50-51 2 weeks ago you’d be up 20%
Conviction wins every time https://t.co/DO7DSpw8Jp↗
Jun 12
Lando — Hello $60 my old friend $IREN https://t.co/ZkEprAjTTh↗
Jun 12
Jason Luongo — Anthropic is now directly leasing data centers with $GOOGL guaranteeing the payments.
They're telling you exactly where the money is flowing (data centers & neoclouds):
1. $IREN…↗
Jun 12
mon — Next year will be a major inflection point for $IREN
Important to note that IREN has confirmed that they are already in negotiations for 2027 capacity.
Cc: @ryansfinance https:…↗
Jun 12
Dustin — While everyone is crying about $IREN , institutions have been quietly accumulating.
In the past month, institutional ownership of $IREN has climbed from 141M to 165M.
• 484 long.…↗
Jun 12
Lando — $IREN please don’t let me down. There’s never been a better time to sign another deal
$NBIS and $CRWV added to $QQQ, they’re all leased out, come on brotha 🙏🏼😭↗
Jun 11
Lando — It just keeps reminding me of Sweetwater $IREN↗
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
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 11
Black Panther Capital — Welcome to no. 45.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 45.000 of you made it something bigger. I don’t take…↗
mon — $IREN - My DIY technical analysis charting is working out perfectly. 😅
I'm at the point now where I can spot channels. Still learning
You can see it's just bounced right off the…↗
Jun 11
Lando — I really wanted 40s again $IREN, they didn’t give it to me
The pump will have to do I guess↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 10
Kevin Maro — Do not lose your shares.
$NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI.
Every single one of these will be dramatically highe…↗
Jun 10
mon — Great news for the big 3.
$NBIS, $CRWV & $IREN.
> "Customers are prepaying for GPUs before the datacenters are even built."
> "Prepaid and customer-supplied hardware n…↗
Jun 10
Lando — You can buy $IREN for just under 19B MC with 5.8GW+ of secured power
I’m sure it’s nothing↗
Jun 10
AlmaCap — $AAOI, everyone posting that they are adding, I already have a healthy position so why am I getting mimetic desire for more?!?
Literally the bull cases for everything are insane,…↗
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.↗
Black Panther Capital — A lot of people are going to look at this cpi print today and decide the market is too complicated.
Too many variables. Too much macro. Too much uncertainty.
And then they are go…↗
Jun 10
PhotonBull — I am a big fan of $NBIS, and also like $DGXX and $IREN
Reposting this to point something out that I agree with
Ignore the tickers here and focus on the perspective
The best com…↗
Jun 10
CK Capital — I’ve tracked @wliang very closely.
This guy called $ONDS at $1 and $IREN at $6.
And those are just two of the countless multibaggers he’s hit.
One of the best accounts on this p…↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
Jason Luongo — 10 stocks I will continue to invest in long term:
$NVDA - AI chips
$SOFI - digital banking
$IREN - AI data centers
$HOOD - retail brokerage
$NOK - telecom and networking
$OSS - ru…↗
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
Midas — Leopold Aschenbrenner called $IREN early and it’s already up 800%.
He’s now in a new 10x generational plays
Here it is: https://t.co/u5a9qfx5a6↗
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 9
Lando — Black Tuesday is here $IREN https://t.co/r6tV2Ukq7m↗
Jun 9
Lando — And you’re bearish names like $IREN $CRWV $NBIS ??↗
Jun 9
Serenity — @bjjkkcjnx @vianebinance There's slander over in the US too! If you try criticizing $IREN or $BKKT you have a bunch of bots/influencers coming after you.
Jealously/lies is a worl…↗
Jun 9
mon — $IREN - Bernstein maintains PT at $100.
As long as the stock stays in this channel, we will hit it. https://t.co/AdvyQ8VAs0↗
Jun 9
Serenity — Given my recent popularity, might be a good time to put out a PSA.
Early followers have known this from the start:
1. I don't do any paid promotions, paid marketing, or accept o…↗
Jun 8
Lando — I was promised a black Monday $IREN https://t.co/7HbOCLAN2W↗
Jun 8
AlmaCap — $SPCX, IKBR and every other broker keeps bombarding me with offers to participate in the IPO - I actually don’t mind the pricing but my spidy senses are telling me that demand and…↗
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…↗
Midas — OpenAI - $30b
$IREN - $2.1b
$MRVL - $2b
$LITE - $2b
$COHR - $2b
If this helped you out, follow me for more.↗
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
Lando — We will look back at these prices in a year and say “it was obvious” $IREN https://t.co/yHrJlxYOTW↗
Jun 8
Jason Luongo — 8. $IREN - IREN
$9.7B Microsoft contract. $3.4B NVIDIA AI cloud contract. 5GW total secured power portfolio. Expanding to 150,000 GPUs deployed by end of 2026 including 50,000 NVI…↗
Jun 8
mon — $IREN is the best opportunity in the market right now.
I'm not a TA, but I believe this recent pullback is setting up the next move higher. If the stock can hold support around th…↗
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
mon — These 7 stocks are the EASIEST long-term hold.
$IREN
$HIMS
$ONDS
$ASTS
$KRKNF
$IBRX
$OUST↗
Jun 8
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $M…↗
Jun 8
Midas — $SHAZ
$IREN
$CLSK
$HIVE
$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 7
Wayne Liang — Wednesday, June 10
CPI Report at 8:30 AM ET. April came in at 3.8% headline / 2.8% core, both above the Fed's 2% target. Above consensus pressures high-beta names, below consensus…↗
Jun 7
Mike Investing — Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on…
Following this; just yesterday President Trump announced he’ll buy equity stakes in…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 7
Serenity — @KHu08400080 Not all dilution is bad and depends on what structure.
If you're doing a $600m ATM to build out laser fab capacity with $AAOI for $471m / month H1 2027 (at lower MC…↗
Jun 7
Serenity — Sure, #1 thing is toxic financing structure/float dynamics.
Best example is current Neoclouds landscape:
- $IREN is basically trash, since they have $6,000,000,000 ATMs and virt…↗
Jun 7
mon — This is what I call conviction.
My portfolio's 1-year performance versus $IREN 1-year chart. https://t.co/MeEfC8JHED↗
Jun 6
Black Panther Capital — Attn. President Donald J. Trump
Retail investors have purchased every dip.
We are out of money now.
With beloved support,
-Retail
$IREN $NBIS $RKLB $OUST $AAOI $MU https://t.c…↗
Jun 6
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives.
S…↗
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 — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Jun 6
Black Panther Capital — i fk… up this week.
thursday I was considering taking some profit. i use my short-term portfolio as a cash back-up.
i considered trimming a bit in my long-term in positions like…↗
Jun 6
mon — Neoclouds are becoming one of the most important investment opportunities in AI.
Microsoft, Amazon, Meta and Google are all pushing extreme levels of capital expenditure into AI i…↗
BMSInvests — @InvestWithAM Nice! You prefer the R/R with $IREN over $NBIS / $CRWV?↗
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
Antonio Costa — $IREN recent price targets all around the $100 price level. Trading now near $50 be smart 😉 stock is making higher highs and higher lows https://t.co/d8atpckvUi↗
Jun 5
Lando — @EndicottInvests This is just part of the correction taking place with the whole market. If anything this makes $IREN even more attractive IMO. Waiting to see if it goes down towar…↗
Jun 5
Lando — $IREN getting OBLITERATED today. Market seems to be correcting everything right now
Broke through 21 EMA pretty hard. I’m not into technicals much, but I believe 200 SMA is next t…↗
Jun 5
Jason Luongo — 3. $IREN - IREN
Expanding to 150,000 GPUs with 50,000 NVIDIA B300s on order. $3.1B ARR already under contract - $1.9B Microsoft, $0.7B NVIDIA. Just closed $3.65B in GPU-backed fin…↗
Jun 5
Lando — Just got to work and it’s FRIDAY
Markets seem to be doing fine. Pullbacks are normal. Structure hasn’t changed on any of my positions
Will be watching the support levels closely…↗
Jun 5
InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers:
1. $NVDA
The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗
Jun 5
Daniel Koss — Investors who compare $NBIS, $CRWV, and $IREN upside purely based on which stock has run the most are completely missing the picture.
For the last two years, we have seen many the…↗
Jun 5
Lando — $IREN bounced off the 21 EMA almost perfectly in the overnight trading session
Will be watching tomorrow… https://t.co/aFAhmoCvp3↗
Jun 4
mon — People don't realize how significant this is for $IREN.
IREN just signed the transmission agreement for its first Australian data center campus: 800MW in Bundey, South Australia.…↗
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
Lando — Watching the $IREN 21 EMA, 9 EMA already failed.
Will be holding the cash I do have to see if it’ll bounce on support↗
Jun 4
mon — The best stocks to buy on a red day are the ones you already believe in for the long term.
For me, those are the companies I've spent the most time researching.
Those are: $IREN…↗
Jun 4
mon — $IREN - Institutional ownership hit a new record. https://t.co/TqN401wK6x↗
Jun 4
Black Panther Capital — I’ll say this once:
I STILL can’t believe some people are bearish $IREN.
Nick Giles, B. Riley Securities just raised their PT on $IREN from $88 → $96.
Nick is ranked #63 out of…↗
Jun 4
Antonio Costa — $IREN Previous resistance now support. https://t.co/Yv1Qkknto7↗
Jun 4
Dustin — $IREN price target raised to S96 from S88at B. Riley
B. Riley analyst Nick Giles raised the firm's price target on Iren (IREN) to $96 from $88 and keeps aBuy rating on the shares.…↗
Jun 4
mon — $IREN - Analyst ratings.
> Canaccord raises PT from $70 to $79.
> B.Riley raises PT from $88 to $96.
> Cantor Fitzgerald raises PT from $77 to $99.
> BTIG maintains PT at $80.
> B…↗
Jun 4
Jason Luongo — These are 10 of my top buys if we get a substantial pullback in the markets:
$HOOD - fintech
$IREN - AI data centers
$TE - solar manufacturing
$MP - rare earth materials
$SMR - sm…↗
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 4
Dustin — $IREN Macquarie reiterated an Outperform rating and $90.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s announcement of its first planned Australian AI data cent…↗
Jun 4
mon — The big 3 - $IREN / $NBIS / $CRWV
If you do not have compute, you do not have revenue. It is that simple.
This is exactly why Leopold has gone all in on the Neocloud thesis. AI d…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Lando — $IREN has had an announcement for every day so far this week…
Can it continue?? Deal tomorrow? Speculation ofc↗
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
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Jun 3
Kevin Maro — I believe $BRUN is a screaming buy on a ridiculous sell-off AH. I believe it is the second best Neocloud investment behind $NBIS. I have added to my position.
Why the sell off?
A…↗
Jun 3
Midas — All of Leopold Aschenbrenners positions are already up 100% or more since he bought them.
For example $SNDK $NBIS $INTC $IREN $BE
But there are also some positions that still ha…↗
Jun 3
Shay Boloor — @FuturumEquities You can watch my full $IREN AI power capacity breakdown here:
https://t.co/T7JKP9MIMs↗
Jun 3
Shay Boloor — $IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers.
Today’s 800MW Australia ann…↗
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
Midas — My free discord has been making GENERATIONAL WEALTH this year:
1. $AMD at $191.62 (+164% gains)
2. $NBIS at $86.72 (+222.9% gains)
3. $IREN at $33.65 (+105.3% gains)
Our team o…↗
Jun 3
Midas — My FREE discord called the following 100%+ trades:
1. $AMD at $191.62 (+164% gains)
2. $NBIS at $86.72 (+222.9% gains)
3. $IREN at $33.65 (+105.3% gains)
Our team of 7-figure…↗
Jun 3
Lando — @TheProfInvestor And at 200k friends you’ll buy me a share of $IREN! LFG PROF↗
Jun 3
Lando — Trimmed $AMD for my first “winner” after a nearly +200% gain
If you asked me a year ago it’d be a $500 stock I would’ve told you BS. I stuck through it and have finally trimmed a…↗
Jun 3
Lando — $IREN I bought more today. Just crossed 300 shares in my Roth https://t.co/IDokTpHXBY↗
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…↗
Lando — Hey Jensen can you tell everyone that $IREN will be a $1T company?
Best regards,
Lando↗
Jun 3
Shay Boloor — @VanquishTrader People should read this as every new megawatt expands the $IREN revenue opportunity and apacity ramp may be coming faster than market expected.↗
Jun 3
Jason Luongo — 7. $IREN - IREN
Pivoting from Bitcoin mining to hyperscale AI data centers with nearly $13B in committed contracts from Microsoft and NVIDIA. $9.7B Microsoft deal alone targets $1…↗
Jun 3
Black Panther Capital — $IREN x Antrophic?!
What are we thinking?
> Sydney will become Anthropics fourth office in Asia-Pacifica.
> $IREN just announced a planned 800MW campus in South Australia.
> An…↗
Jun 3
The Future Investors — $IREN IREN announced plans for an 800MW AI data center campus in South Australia 🇦🇺⚡
The project is expected to begin energization in 2028, will connect to major Asia-Pacific ma…↗
Jun 3
Lando — Added another 25 shares of $IREN this morning, the next deal sends it to $100 https://t.co/eSaQY6N4lM↗
Jun 3
Kevin Maro — Hopefully I was able to make some of you money. $IREN https://t.co/XhP1henniZ↗
Jun 3
Black Panther Capital — @investor033 Awesome man! Happy to hear buddy! $IREN will also bring my first major goal I believe and be apart of the road to my second goal 😎👊↗
Jun 3
Black Panther Capital — $IREN finally broke through $70.
🟢 Up +6% in PM.
-BP
Not financial advice. https://t.co/Br2njV1doQ↗
Jun 3
Shay Boloor — $IREN just announced plans to develop an 800MW data center campus in Bundey, Australia.
The project marks IREN’s first announced data center development in Australia and expands i…↗
Jun 3
mon — $IREN secured power now at 5.8 GW. 🔥 https://t.co/kIK3Grr2pk↗
Jun 3
mon — $IREN has announced its first Australian data center project, a planned 800MW campus in Bundey, South Australia, located about 78 miles northeast of Adelaide.
The company signed…↗
Jun 3
Lando — $IREN $71 IS HERE https://t.co/Q9mzneYPrD↗
Serenity — @BKCY314 Financing structure is much different, $CRWV is getting eaten alive by debt interest.
$IREN has little equity appreciation from excessive ATMs.
$NBIS is just right, and…↗
Jun 3
mon — My favourite stocks in each sector right now:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE &…↗
Jun 3
Serenity — Fun to see my highest conviction Neocloud pick in $NBIS age well.
I wrote a thesis last year on the Neocloud sector becoming a major theme.
And then picked the King.
-> Nebiu…↗
Jun 3
Daniel Koss — @KizzyInvests 💯 I'm overall bullish $IREN but this is why I always liked $NBIS much more.↗
Dustin — $IREN The many months’ bull vs. bear battle and large hedging/short positions in Iren are typical in this situation: retail investors discovered Iren first before the Institution…↗
Jun 3
Lando — @accounting_ds This is so bullish for $IREN @FransBakker9812 👀↗
Jun 3
Lando — @GrindeOptions sold $sofi today, going to buy more $IREN↗
Jun 2
Midas — 1. $HIVE
2. $RIOT
3. $TE
4. $APLD
5. $IREN
If this helped you out, follow me for more.↗
Jun 2
Lando — Sounds a lot like $IREN if I’m being honest. Great call out @ShanuMathew93 + @litigious_dulce↗
Jun 2
mon — Two days in a row, 8/9 stocks green. 😅
- $IREN got very close to $70.
- $PENG smashed it +20% throughout the day.
- New stock $XFAB +20%.
- My favourite nuclear stock $SMR +8%.
-…↗
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
Black Panther Capital — Welcome to no. 41.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 41.000 of you made it something bigger. I don’t take…↗
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
Lando — @WolfOfTrenchess @IREN_Ltd You’re missing the point. $IREN will be rerated↗
Jun 2
Wayne Liang — NGL, $NBIS sitting at ATH seems appealing...
Better late than never?
Structurally, it looks phenomenal:
> $44B+ contracted customer backlog
> $NVDA equity stake (~$2B via warra…↗
Jun 2
Lando — $IREN
REMEMBER every day that passes without a deal means we are that much closer to a deal
It’s only a matter of time
> the stock is near ATHs
> AI trade stronger than…↗
Lando — @accounting_ds My thoughts with $IREN too. I’m even more bullish honestly on all Colo/infrastructure plays↗
Jun 2
Antonio Costa — $NBIS new all time highs in pre-market. Eyes on $IREN symp play.↗
Jun 2
Lando — @SwetalP41290270 I’m not mad yk, but every once in a while I check on the names to see how they’re doing. It’s like “damn” 🤣🤣
Not gonna lose $IREN lol↗
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
mon — If I were forced to build something more diversified without losing the same asymmetric mindset, my long-term portfolio would probably look like this:
- $IREN
- $HIMS
- $ASTS
- $O…↗
Jun 2
Lando — @KevInvestingYT Dilution is part of hyper growth and can be accretive when used accordingly. Google raising $80B for more compute is proof of $IREN’s thesis↗
Jun 2
Midas — $HIVE
$RIOT
$TE
$APLD
$IREN
$BTDR
$KEEL
$CLSK
$WYFI
$PSIX
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
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
Trade Whisperer — @brewernut162 to be honest, not many people know $IREN exists btw (outside the investing world)↗
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
Trade Whisperer — Interesting
We applied one of daily smart candle models to weekly candles and we are starting to see early warning/trim signals on $IREN & others.
Not ready yet. More validat…↗
Jun 1
Shay Boloor — @PolymarketMoney Incredibly bullish for $NBIS, $IREN, $CIFR and $CRWV↗
Jun 1
mon — What a day.
- New stocks $NOK +9.64% & $AAOI +17.18%.
- $NUAI smashed it +18.24%. 🔥
- $PENG & $KEEL +7%. $FIVN +8%.
- $SMR & $IREN day is coming.
- $OUST taking a bre…↗
Daniel Koss — @leginjo Ah I see. Then I'd probably pick shorts based on your longs. For example long $NBIS short $CRWV or $IREN always sounded good to me, but I won't do it cause I'm bullish the…↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Jun 1
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 — @Anon1pvi Not a fan of $CRWV, debt interest too high.
As for $IREN, infinite ATMs structurally caps upside.
$NBIS is the Goldilocks player in neoclouds.↗
Jun 1
Daniel Koss — @ayzddzya Come on, I'm being nice here!
I thought all $IREN and $NBIS investors agreed that to each their own and let's just chill.
But in his post he's literally asking people t…↗
Jun 1
Antonio Costa — $IREN has that look https://t.co/mpUyL1RcNH↗
Jun 1
Shay Boloor — @VanquishTrader Great to see $IREN called out in $NVDA keynote speech↗
Jun 1
Daave “3 and 30” Tepper — wow! Jensen called out $nbis Nebius by name with a heart on the slide “NVIDIA loves Nebius”. wait till he does the same for $IREN and $WULF its never gunna happen because they are…↗
Jun 1
Serenity — @blackwalletfr If I stop calling trash, trash.
That doesn’t change what it is, when you’re looking at the $IREN infinite ATM dilution machine.↗
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…↗
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Black Panther Capital — $IREN doing what $IREN does best.
Building the foundation for a MASSIVE take-off in the future.
-BP
Not financial advice.↗
Jun 1
Antonio Costa — Great news 👇 $IREN idiots selling in pre-market↗
Jun 1
Shay Boloor — $IREN is working with $NVDA to build Nvidia DSX-aligned AI infrastructure across its global data center footprint.
IREN is positioning itself as an AI infrastructure platform insi…↗
mon — $IREN - At GTC Taipei yesterday, NVIDIA unveiled the DSX platform, a complete "playbook" for building AI factories that ties together silicon, systems, open source modular software…↗
Jun 1
Dustin — $IREN : Leopold Aschenbrenner Has a Bullish View on This Stock https://t.co/ONeo5kSeoK↗
Black Panther Capital — @TacticzH Yeah, I have some target. Without doubt. Such as $NBIS $4-600. $IREN $200. $OUST $100. I like beta stock, but only with a real thesis behind it - for my long-term port.…↗
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…↗
Lando — @babyfolio You’re gonna hate it baby, but $IREN looks might attractive comparatively. You already know it all, just throwing it out there again 🤣🤣↗
May 31
Lando — @StockMKTNewz Two companies that are way better. Surprised you didn’t buy $nibs or $iren↗
May 31
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
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…↗
May 31
Lando — @kylekuzma Kuz look at $IREN and the Neo clouds. Thank me later↗
May 31
mon — $IREN, $HIMS & $ONDS.
They had a tough start to the year, but I still believe my top three stocks for 2026, are going to outperform the overall market over the next few years.↗
May 31
Midas — $IREN
$CLSK
$HIVE
$TE
$SHAZ
If this helped you out, follow me for more.↗
May 31
mon — My biggest gain came from adding to my highest-conviction stock while sentiment was at an all-time low.
> $IREN at $5-6 in April 2025.
Since then, the stock is up over 1,000%…↗
May 30
InvestmentGuru — NEOCLOUD IS EMERGING STRONG
Neocloud stocks have become the purest public-market way to bet on the AI compute shortage — companies packaging GPUs, data centers, power, and cloud s…↗
May 30
The Assembly — Leopold Aschenbrenner’s $IREN is up over 8x since he opened at ~$8 last year.
He’s now betting on $SHAZ, $TE, $CORZ, and $RIOT.
We track the smart money so you don’t have to.
Fo…↗
May 30
mon — The question I get asked a lot is: “Who should I follow on X?”
I’m not going to give you a complete list. Maybe another time. Instead, I think it’s more useful to understand the…↗
May 30
Wayne Liang — Always wondered why $NBIS and $IREN investors butt heads with each other...
Both are riding the same Neocloud wave with legitimate theses, and run simultaneously.
They serve diff…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 30
Lando — @CarsonTalkMoney Hell yeah Carson!! I was probably down a ton more too with $IREN dropping to $30s in March 🤣🤣
All relative but great work nonetheless↗
Shay Boloor — Leopold Aschenbrenner’s $IREN position is now up over 8x since he opened it last year. https://t.co/UpDqf0tFRt↗
May 29
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
Lando — Hey @danroberts0101 I know you’re a busy guy and you’ve got stuff in the works, but uh wen deal $IREN↗
May 29
Michael | Hypermarkets — Exactly 1 month ago, I explained why these will continue to go up higher:
$BE was at $120 now $322
$ASTS was at $63 now $134
$IONQ was at $28 now $72
$IREN was at $30 now $70
W…↗
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
PhotonBull — If @ChairmansLedger recommends following someone, you already know it's worth it
@chinoalemano with a great read into the Leopold buys on $NBIS and $IREN
Highly recommend followi…↗
May 28
Shay Boloor — $IREN reportedly secured ~$3.6B in financing to buy $NVDA GPUs for AI compute capacity tied to its $MSFT data center deal.
The funding includes ~$2.1B from private bond sales and…↗
May 28
Lando — Lots of cash for Anthropic, they need more compute $IREN↗
May 28
Daniel Koss — Why I Think $NBIS Nebius x Anthropic Is Happening
I believe Nebius and Anthropic will soon make a deal, or already have a deal and will soon announce it.
Quick disclaimer: this i…↗
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
Dustin — $IREN Iren raised again to 99.00 short squeeze incoming https://t.co/ogMVvxfk0Y↗
May 28
mon — $IREN - great start to the day.
1 - Cantor Fitzgerald maintains Buy rating and raises PT to $99 from $61 PT.
2 - Hires former AWS executive Christopher Sailer.↗
May 28
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20
$IREN at $2.8…↗
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 28
CK Capital — Leopold in $NBIS.
When will the $IREN to $NBIS rotation happen.
I think tomorrow. https://t.co/HlEDZZfFlH↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 28
Serenity — Look who joined team $NBIS.
5.6% is a pretty massive stake, maybe he realized by now it’s miles better than the dumpster fire that is $IREN.
That being said: Nebius is now up ~3…↗
May 27
Lando — I think it’s going to be an awesome summer for $IREN and $NBIS 😏↗
May 27
Lando — @Yeah_Dave You might wanna check $IREN again. At current value it’s the better of the plays. What a time to be alive↗
May 27
amit — @AlphaOwlTrading Yeah honestly was confusing for him to have $CRWV and $IREN but not $NBIS, looks like he has the big 3 for neoclouds now↗
May 27
Lando — I know this isn’t related to $IREN, but it sounds all too familiar $DELL $MSFT↗
mon — What a great day today.
- $IREN is heading to all time high +13.48%.
- A deal with Anthropic is anytime now.
- New stock I bought recently $KEEL +7.31%.
- Another stock bought re…↗
May 27
Lando — If you bought $IREN a week ago you’d be up +40% https://t.co/t1FK4Bzi5K↗
May 27
Lando — $IREN someone has to know https://t.co/G7ovfs29Uf↗
May 27
Antonio Costa — $IREN continues making HOD on volume https://t.co/gbu7h9wfMr↗
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…↗
Lando — @investingluc $IREN way better at current value…↗
May 27
mon — $IREN +10.17%.
MSFT -> NVDA -> DELL -> Next Anthropic?
The Leopold connection:
- Leopold Aschenbrenner's Situational Awareness LP increased its IREN position.
- His fiancée Avi…↗
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…↗
Daniel Koss — It feels like I'm the most hated guy on X today.
So many people calling me a pumper, grifter, idiot, etc.
The reason is that I had a 70% position in $FCEL, published a lot of ver…↗
May 27
Antonio Costa — $IREN is making a new 6-month high. Setting up to test all time highs imho https://t.co/LbRSUUr7Db↗
May 27
SpotGamma — $IREN halfway through the negative gamma pocket...it has support at $60 thru to Friday night. https://t.co/hUlCDzT6Hq↗
May 27
Lando — If there was a time to announce a deal for $IREN it’s now.
We’d see $100+ https://t.co/M7L2XeVIic↗
May 27
Shay Boloor — $IREN just broke above $65 after raising its ARR guide from $3.7B to $4.4B.
The move follows a $1.6B $DELL agreement for air-cooled Blackwell AI systems at its Texas centers. http…↗
May 27
mon — $IREN B.Riley raises Price Target to $88 from $83.
Yesterday, the company reached a $1.6 billion agreement with Dell for air-cooled Blackwell systems to service its AI cloud cont…↗
May 27
Black Panther Capital — ⚡️JUST IN:
Riley Securities raises their PT from $83 to $88 on $IREN with a ‘Buy’-rating.
-BP
This is not financial advice. https://t.co/zM9YPUjEuN↗
May 27
InvestmentGuru — Solid bullish setup on $IREN and a very creative way to structure upside exposure while managing cost. Definitely worth following @JoshTradeOption account if you like smart option…↗
May 27
The Future Investors — $IREN $DELL IREN signed a $1.6B deal with Dell Technologies for air-cooled Blackwell AI systems to expand its Texas data center capacity and support its previously announced $3.4B…↗
May 27
Dustin — $IREN Up to ~$4.4B in ARR https://t.co/QBzhUBVSPz↗
May 27
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 26
mon — This year’s biggest YTD winners are all “physical” sectors (semiconductors, memory, energy, robotics, space), while software, cybersecurity, and financials are the year’s biggest l…↗
May 26
mon — What a great day today.
- $IREN +5% signed a $1.6B agreement with Dell.
- $OUST +15.31% killed it. Easiest LT hold.
- First insider buy in years $HIMS.
- $SMR +7.19% just getting…↗
May 26
Lando — I was right btw $DELL x $IREN https://t.co/E456eiyem1↗
May 26
Lando — $IREN we got some form of a deal, all eyes on Thursday PM
https://t.co/E456eiyem1↗
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…↗
May 26
Alphatica — 🚨🚨JUST IN: IREN enters into a purchase agreement for air-cooled Blackwell systems with Dell for ~$1.6B ($59.78, 0.00)
IREN Limited announced it has entered into a purchase agree…↗
May 26
Shay Boloor — $IREN signed a $1.6B purchase agreement with $DELL for air-cooled Blackwell systems at its Texas data centers.
The systems support IREN’s 5-year, $3.4B AI cloud contract and could…↗
May 26
Lando — $IREN this is a must read, can’t wait to read it when I get home from work↗
PhotonBull — Seeing some pretty creative options strategies from @JoshTradeOption lately
This one would have doubled your money with a long position that has 6 more months to ride
Worth a fo…↗
May 26
Jason Luongo — These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $O…↗
May 26
Daniel Koss — I've hinted at this many times, often half joking, but I just want to write this down for the record:
It looks very possible that $NBIS and $IREN will partner in the future.
The…↗
mon — @amitisinvesting $IREN is going to outperform all of them.↗
May 25
Lando — To get even more specific Thursday in the PM $IREN https://t.co/NwpUxh7ZXz↗
May 25
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
mon — $IREN institutional ownership hit a new all time high. https://t.co/t6yjYhd1wp↗
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…↗
May 25
Mike Investing — This year I’ve already called out:
$RKLB at $56 & is now up 148%
$OSS at $7 & is now up 157%
$AMD at $190 & is now up 152%
If you’re looking for the next MASSIVE runner then lo…↗
May 25
PhotonBull — The constraint on AI is no longer models or chips, it is power and the buildings to put them in. Hyperscaler capex keeps climbing, inference demand is compounding, and grid connect…↗
May 25
Shay Boloor — $IREN CEO said anyone trying to build a 1GW AI factory today likely wouldn't get first compute online until 2030.
With agentic AI token demand projected to rise 24x by 2030, the c…↗
May 25
mon — My favourite stocks/ETF by sector:
- Nuclear: $SMR
- Robotics: $OUST
- Rare Earth: $UAMY
- Copper ETF: $COPX
- Memory ETF: $DRAM
- Health: $HIMS & $IBRX
- AI Infrastructure: $I…↗
May 25
mon — If you want to find the next x10 stocks, listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about.
That's exactly what Leopold Aschenbr…↗
May 24
mon — $IREN is arguably the best infrastructure partner for Anthropic today.
When you really think about it, Anthropic needs a partner that is neutral (not building competing models),…↗
May 24
mon — $IREN is getting added to the Russell 3000 list.
Why is this a big deal?
The Russell 3000 Index tracks the performance of the 3,000 largest publicly traded U.S. companies by mark…↗
May 24
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
mon — Do you want to know how to find the next $SNDK?
Listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about. Focus on the infrastructure pr…↗
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
Mike Investing — Generational Wealth will be made over these next 6 months…
If you’re looking to do such then you NEED to be invested in these 7 stocks:
1. Rocket Lab ~ $RKLB
2. AST SpaceMobile ~…↗
May 24
Shay Boloor — $IREN gives a look inside the liquid cooling system at its Childress site.
This matters because liquid cooling is what lets AI data centers pack more GPUs into same footprint wit…↗
May 24
AlmaCap — 10k Starship launches per year is what enables $SPCX S-1 goal of 100GW per year of orbital compute deployment from 2028
.
It's worth doing some napkin math on what that's worth, us…↗
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 $…↗
May 23
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.
So…↗
May 23
Lando — @jiahanjimliu Thanks Jim, lookin forward to the next few weeks not only for the internship but also $iren 👀↗
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
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
Shay Boloor — $IREN CEO Dan Roberts just explained why vertical integration is the edge in AI cloud:
• Framed IREN in three layers: physical infrastructure, compute infrastructure & software/op…↗
May 22
Black Panther Capital — Translation of the $IREN post from Dan:
> Buckle up we are coming.
> $NVIDIA really like us.
> We will win this race.
> We are going global.
> 3 layers secured.
>…↗
May 22
mon — $IREN Must-read.
Dan - "IREN has been building Layer 1 for eight years. We are deploying Layer 2 at scale right now. And with Mirantis, we have taken the first deliberate step to…↗
May 22
Lando — Woke up at 5:30 AM for work to see @danroberts0101 drop the $IREN bomb!!
This is a must read for investors and where IREN is heading. IM SO BULLISH↗
May 22
Serenity — ??? $RDDT is literally lower IQ than $IREN investors?
I didn't do all this research on $AXTI ...
Just for you all to make 380% on it, call it a $MU memory competitor and then a…↗
May 22
Dustin — I may have just found the next 10x stock like $SNDK / $MU and no one has talked about it yet.
Just like I found:
$ONDS at $1
$NBIS at $20
$RKLB at $16
$IREN at $2.80
$KEEL at $1.2…↗
May 22
CK Capital — @DeepValueBagger he prolly sold to buy $IREN↗
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…↗
Mike Investing — Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now…↗
May 21
IvanaSPEAR — Neo-cloud investors liked the SpaceX S1!
Maybe GPU rentals are not the worst business model?
$APLD +22%
$NBIS +15%
$IREN +10%
$WULF +6%
$CRWV +6%
Great post on the Anthropic/Co…↗
May 21
Black Panther Capital — Can $NBIS $IREN $ASTS $AAOI even go further up?
Positive news. Lets see how market react.
-BP↗
May 21
Serenity — @Lucha_Stocks I was having a lot of debates with the 0 IQ $IREN community last November.
You would have been flat to negative on $IREN. While $NBIS close to tripled in the same ti…↗
May 21
Dustin — $IREN Nvidia partnership, integration of Mirantis and Nostrum, handoff of Horizon 1 to Microsoft, emphasis on Horizon 2-4 tracking to handoff by EoY, Sweetwater potential deal anno…↗
Daniel Koss — My Autopilot portfolio is now up 109%.
$FCEL $NBIS
But if it ever crashes and burns, just know I will blame it on $IREN. https://t.co/PfUowMU7Lv↗
May 21
Daniel Koss — @ParadisLabs Dude come on, very unfair take...
It's a bit like sexual preferences. Some people, typically $NBIS investors, like high returns. Other people, you might call them $IR…↗
May 21
Antonio Costa — $IREN Out of the flag https://t.co/km7gOAesjr↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Shay Boloor — $IREN CEO said company has spent eight years assembling the inputs for AI infrastructure, including 5GW of secured power & land across three continents.
He believes neocloud g…↗
May 21
mon — When $IREN CEO said you don't need a sales team in this market when you've got Nvidia, that comment came right after IREN's partnership with Nvidia, and it deserves more attention…↗
May 21
Antonio Costa — $IREN Bull Flag Breakout Sets Up a New Rally https://t.co/vpB1YzHCYS↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 21
Dustin — $IREN I get the dilution concerns, but I think people are missing the bigger picture here. IREN isn’t raising billions because they’re broke — they’re raising billions because they…↗
May 21
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Iren ~ $IREN
2. Oklo Inc ~ $OKLO
3. Rocket Lab ~ $RKLB
4. ServiceNow ~ $NOW
5.…↗
May 21
Lando — I’ve been suspecting a deal for a while now, I love ChinoAleman’s detective work!!
I definitely think we get something here soon, we’ve waited long enough $IREN↗
May 20
Lando — $IREN “power is a constraint”, thanks for confirming the thesis $NBIS!!↗
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
Trade Whisperer — $NVDA has made over $18 billion in strategic infrastructure investments on in less than 6 months.
$GLW $3.2B. Three new US optical manufacturing plants. AI fiber capacity expandin…↗
May 20
Black Panther Capital — Just got off the phone with my grandmother. She’s 87.
Explained the $IREN thesis to her and AI.
Even she could connect the dots.
If you can’t….. well… I’m so sorry.
-BP
Please…↗
Lando — $IREN bears, tell me how this is bearish 🤣
ft. $NVDA $DELL https://t.co/o1HSjVrCNF↗
May 20
Jason Luongo — 2. $IREN - IREN
Q1 revenue $240M, up 355% YoY. Signed a $9.7B five-year AI cloud contract with Microsoft worth $1.94B in annual recurring revenue. Expanding GPU fleet to 140,000 b…↗
CK Capital — In the last 6 months $SPY is up 12.44%.
In the last 6 months $IREN is up 9.82%.
You would have made more money in a passive index fund than holding this company. And that is befo…↗
May 20
Shay Boloor — The $GOOGL & $BX neocloud news validates how tight AI compute supply still is with the new platform reportedly targeting 500MW by 2027.
If Google is contributing TPUs, software &…↗
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
mon — $IREN Must-read.
The integrated AI factory model that IREN, Dell, and NVIDIA are building together will become the center of the industry.
Note that the current moat is power, la…↗
May 20
Black Panther Capital — 🇪🇺 🇺🇸 Mornings’ EU. While US sleeps, then let me remind you of this:
I was at a investor meetup in the city last month. Twenty people in a room. Drinks. Pitches.
Every name d…↗
May 20
Black Panther Capital — @pepemoonboy @JasonL_Capital Agree here @pepemoonboy I also own both. Same % allocation in port. Or $IREN is 12% now and $NBIS 18% after its run. $IREN will easily become the bigge…↗
May 20
Dustin — $IREN The market is just starting to realize this isn’t just a Bitcoin mining company anymore. They’re now tied directly into the AI buildout through NVIDIA, Dell, and Microsoft. I…↗
May 19
Jason Luongo — @pepemoonboy If you believe Leopold that electricity is the biggest bottleneck, $IREN has the largest grid connected portfolio of assets. 5gw
And they are guiding 3.7b arr by year…↗
May 19
Antonio Costa — $IREN The rising 100-period EMA held perfectly as support during today’s selloff. The stock closed with a bullish hammer candlestick while volume continued to dry up. https://t.co/…↗
May 19
Shay Boloor — You can find the full $IREN deep dive here:
https://t.co/T7JKP9MIMs↗
May 19
Shay Boloor — @FuturumEquities $IREN still has to build, finance and execute and the dilution concern is real but AI demand is moving faster than the normal data center build cycle which makes p…↗
May 19
Shay Boloor — I still own $IREN because I think the market is underestimating both the $NVDA alignment and how hard its power footprint is to replicate.
If the company can turn ~5 GW of secured…↗
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.…↗
Antonio Costa — $NBIS back over $200 Wow !! What a bounce !! Next $IREN ?↗
May 19
mon — My top 3 stocks for 2026 YTD:
$IREN +14%
$HIMS -33%
$ONDS -16%
7.5 Months to go.
I believe all three are a at a great price right now.↗
May 19
Black Panther Capital — Here’s probably why Leopold has $IREN in his portfolio and not $NBIS:
Substation transformer lead times in 2026: more than 160 weeks.
That’s OVER THREE YEARS to power a single ne…↗
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 19
Midas — THE STOCK MARKET CRASH HAS BEGUN.
$IREN down 7%
$CRWV down 8%
$NBIS down 7%
This is why you don’t invest in high beta stocks in a bear market.
Few understand why it’s happenin…↗
May 19
Serenity — @IggyPacoRico1 I see no reason to long $IREN today when upside is structurally capped with excessive and toxic dilution structures.
$AAOI would have returned 300%+ in the same per…↗
May 19
Serenity — @ryansfinance Think you’re forgetting $NBIS went from $90 -> $235 -> $180.
$AEHR went from $25 -> $110 -> $77
While $IREN went from $45 -> $70 -> $45↗
May 19
Serenity — $IREN back down -34% from $70 to $46.
I wonder if one of the dumbest communities on X finally learned to read?
$NBIS is objectively the better Neocloud, with actual financing.
-…↗
May 19
Antonio Costa — $IREN The rising EMA100 has been a good support. Stock has been pulling back on low volume when compared with the green days. https://t.co/MpRW3u8Mkr↗
May 19
Antonio Costa — $IREN At extreme oversold levels. Market is selling off the most valuable names for the coming months... https://t.co/IZ7pICCyai↗
May 19
Antonio Costa — It sounds like another gap down…… but a potential green close today $NBIS $IREN anyone ?↗
May 19
Midas — THE GREATEST TRADER ALIVE OWNS $IREN
Leopold Aschenbrenner is the 2nd largest shareholder of $IREN https://t.co/IQnLMKEGML↗
Dustin — $IREN The Mirantis acquisition does not conflict with bare metal hyperscaler tenants. I don't believe the entirety of IREN's power portfolio will now all of a sudden be full stack…↗
May 19
Shay Boloor — $IREN CEO Dan Roberts says the company is partnering with $NVDA and $DELL to build an AI compute ecosystem from land, steel and power all the way to the end customer. https://t.co/…↗
May 19
InvestmentGuru — $IREN
this looks good buying opportunity for long term.↗
May 18
mon — $NVDA + $IREN + $DELL = 🚀
Great things are coming.
It's only a matter of time.↗
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…↗
May 18
Jason Luongo — I generate thousands of dollars each week buying and selling options
Here's the entire framework:
➡️ Hold a base portfolio of high conviction names -
$NVDA $AMZN $NBIS $IREN $RKL…↗
May 18
Dillon Valdez — @pepe_maltese The useful test is whether $IREN can turn the barbell into economics: anchor contracts de-risk the build, retained capacity captures upside, and software decides whet…↗
May 18
Black Panther Capital — a friend told me he sold everything today because he was “too stressed watching the market every day.”
i asked what he will do with the cash.
he said he was going to put it back…↗
May 18
Antonio Costa — $IREN in extreme oversold levels on hourly time-frame. Watch for a potential big reversal here. https://t.co/oA7gjfy0aE↗
Lando — You know how crazy it would be for a deal to be announced live on air $IREN
No chance it happens but that'd be sick 😂
https://t.co/EgUkosRydJ↗
May 18
Lando — @SylentTrade can you loan me 20k so I can lower my cost basis. Then when $IREN moons I give you the 20k back? Thanks Sylent↗
May 18
CK Capital — @Ryanwatuzzu @ViralMuzik1989 $IREN down 7% as we speak btw↗
May 18
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
Lando — @FransBakker9812 @IREN_Ltd “When deal” has become quite literally what $IREN is now. Kinda sucks cuz that’s all we can work with now↗
May 18
Michael | Hypermarkets — 🔵 BOUGHT MORE (doubling down on physical AI infrastructure)
$SNDK NAND storage is the new bottleneck
$CRWV GPU cloud, 8GW target by 2030
$APLD HPC data centers, $7.5B lease sig…↗
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
Shay Boloor — $IREN acquired Awaken to bring brand and marketing in-house as it scales its AI Cloud business globally.
Awaken founder Chris Parker will lead brand strategy with senior team mem…↗
May 18
mon — Leopold’s Situational Awareness 13F is out.
TLDR:
> Added to $IREN.
> But still no $NBIS position. https://t.co/KYJA6HynNf↗
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
Lando — I like this Chris guy $IREN https://t.co/2Y3jxw8jQE↗
May 18
Lando — @IREN_Ltd As long as the marketing team leads to more deals and success for $IREN I’m on board↗
May 18
mon — $IREN Acquires Awaken to Support Global Brand Growth.
Daniel Roberts, Co-Founder and Co-CEO of IREN, commented: “As we expand across new geographies and customer segments, brand a…↗
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 18
Black Panther Capital — 🚨Leopolds 13F is out now:
It’s obvious that data centers, AI and energy is still the theme here.
With AI Datacenters as the core theme:
He added to $IREN $KEEL $CLSK $APLD $CRW…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet:
The AI bottleneck isn’t software anymore.
It’s Power + Compute + Infrastructure.
Top holdings…↗
May 18
Dustin — $IREN The 13F filings show:
Defiance ETFs: new 12.6M shares
BlackRock: up 605% to 4.46M shares
State Street: up 344% to 2.61M shares
BNY Mellon: up 1,058% to 243K shares…↗
May 18
Shay Boloor — $IREN takes over The Sphere in Las Vegas for $DELL World. https://t.co/8BPhFeB3y4↗
May 18
Serenity — $POET and $IREN literally both won the Fake it Until you make it award.
-> Grey area endless marketing of crap through influencers.
-> Diluted retail enough to hoard tons of cas…↗
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 17
Black Panther Capital — A bit of FUD on $PENG today from @aleabitoreddit.
The FUD-campaign from @aleabitoreddit on $IREN haven’t been a success so far.
Food for thought.
-BP
Not financial advice.↗
May 17
Lando — Quick theory regarding $IREN x $NVDA partnership:
> IREN announces a deal early this week
> NVDA highlights their partnerships (including IREN)
> They unveil how $IREN w…↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 17
Shay Boloor — I plan on doing the following videos next week:
1. Why I still own $IREN in my growth portfolio despite the dilution and what the market may be missing.
2. My 5 favorite ways to…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 17
Shay Boloor — What $10K became in three years:
• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $…↗
May 17
Black Panther Capital — My wife asked me if I had any pictures of hot girls on my Phone last night.
Admittedly yes I confessed…
And showed her the new pictures of the Queen $IREN. https://t.co/5nBiMA2UL…↗
May 16
Mike Investing — If your looking to make generational wealth in 2026, then buy & hold these 8 names…
1. ServiceNow ~ $NOW
2. Nebius ~ $NBIS
3. Iren ~ $IREN
4. Rocket Lab ~ $RKLB
5. AST SpaceMobile…↗
May 16
The Future Investors — You have $100,000 to invest 💰
Two AI infrastructure players are on the table — but you can only choose one for the next 5 years: $NBIS or $IREN
Which do you pick, and why? 🤔👇…↗
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
mon — $IREN is the only company that checks every box NVIDIA needs for a flagship "AI factory" partner. So NVIDIA is quietly making IREN its chosen partner, and IREN stock could go way u…↗
mon — $IREN & $NBIS deal with $NVDA
IREN deal: NVIDIA is the customer paying IREN $3.4B over 5 years ($680M/yr) for managed GPU cloud services on 60MW Blackwell systems ($11.3M/MW/yr r…↗
Daave “3 and 30” Tepper — listen to @benthompson and @andrewsharp discuss the inference demand of agentic workflows
If you don’t see how nebius $nbis is 3 steps ahead of competitors - and 180 degrees diff…↗
May 15
CK Capital — Been waiting all day for the Leopold 13f.
Is this how $IREN holders feel waiting for a deal that is never gonna happen? https://t.co/u6xr9U822D↗
May 15
Lando — This acquisition is what @IREN_Ltd needed, only thing we need is @MirantisIT verified 🤣
$IREN↗
Lando — Been driving all morning on my way to Florida. I’ll be driving pretty much all day as well, into midnight 🤣🤣
Looks like markets are red…anyone buying the dip? I know I did $IREN↗
Antonio Costa — 🚨 Very Bullish signal for $IREN
They just upsized their convertible notes offering and fully exercised the greenshoe bringing the total to $3 BILLION.
Upsizing + full greenshoe…↗
May 15
Dustin — $IREN My brother doesn’t just dislike IREN…
He’s in a full-blown situationship with hating it.
What the hell just happened🤔 https://t.co/tlGGvExYut↗
May 15
Serenity — Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing.
Just look at $AMZN or $GOOGL over the past 15 years.
If people "tr…↗
May 15
mon — $IREN - First $20 million and now $50 million.
Yes, a deal is coming.
It's only a matter of time.↗
May 15
Dustin — $IREN An extreme show of confidence by the board to say the least
But that’s if they can grow the company and shares don’t dilute.↗
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
Lando — @kevinxu @tw_crypto_ It’s not too late to come back to $IREN 👀↗
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
mon — $IREN closes $3 billion convertible notes offering.
The deal terms:
> IREN pays just 1% interest per year (super cheap loan).
> The loan must be paid back by 2033.
> Investors…↗
May 14
Lando — I love that $IREN acquired Mirantis, they’re way more active on X 🤣↗
May 14
Lando — @XCapitalMgmt I appreciate this XCap! I think $IREN is on the higher side of that 5x upside from here. I definitely have the time to let things work themselves out.
Thank you sir↗
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…↗
mon — $IREN - "I believe IREN will deliver. I believe the deals will be real, and they'll be spectacular. Extremely excited for the next few quarters."
Only a matter of time.
Great rea…↗
May 14
Lando — Fantastic write up and read, loved the comparisons to the other Neo clouds earnings!!
The time is now for $IREN. Expectations are high and the stars aligned for deals, next stop…↗
May 14
Dustin — $IREN: If the market fully understood what just happened today, we would be trading at $100.↗
Antonio Costa — $POET $IREN Bullish options flow https://t.co/uumGpvQ0Vq↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
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
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
mon — My favourite stocks for:
Long-term - $IREN, $HIMS, $ASTS & $KRKNF.
Mid/Long-Term - $NRGV, $OUST, $SATL & $VELO.↗
May 14
Dustin — $IREN BlackRock, Inc. reports 604.94% increase in ownership of IREN / IREN Limited
On May 13, 2026 - BlackRock, Inc. filed a 13F-HR form disclosing ownership of 4,457,120 shares of…↗
May 14
Dustin — $IREN big institutions are loading it at 70 and with conversion and everything they will not make money until 73.07 per share and what does retail do , just give it to those big in…↗
May 14
TheValueist — $NVDA $NOK $LITE $COHR The current holdings of J. Huang Capital Management. You might think it is sophomoric, but you could simply buy these, hold them for the next 3 years, and do…↗
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…↗
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…↗
May 13
Antonio Costa — $IREN $105 Calls for Oct16 https://t.co/pTQYc3yDTE↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch intrator scared
https://t.co/S6iMOxce3Q
there will be ai infra casualties
$crwv and $iren will be among them↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch dude, based on what? nebius has more contracted power and owns 75% of theirs. coreweave leases it all.
built different
$nbis is 0% net debt / market cap
$crwv is…↗
May 13
Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by netwo…↗
May 13
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
Lando — @JayBleezy42069 Jay, I’m not like other investors. I’m young, inexperienced, and actually want to learn.
I see $NBIS as a step ahead in terms of deals signed + software stack. Ho…↗
May 13
Lando — Even on a great $NBIS earnings day, we still have bulls talking about $IREN
Talk about rent free 😭
Didn’t even mention the cloud deal $NVDA signed with them either https://t.co/…↗
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
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 13
Black Panther Capital — Prediction: $IREN will announce a HUGE deal soon. Jump 30% and continue towards +$100 soon.
Save this.
-BP
Reminder: This is not financial advice. https://t.co/qzxmGoQm1I↗
May 13
Antonio Costa — $NBIS $IREN fresh highs in pre-market 😃↗
May 13
Jason Luongo — 4. $IREN - IREN
Q1 revenue $240.3M, up 355% year over year. Went from a $51.7M loss to $384.6M in net income. Signed a $9.7B multi-year AI cloud contract with Microsoft expected t…↗
May 13
CK Capital — I tried to tell y’all.
$NBIS clears $IREN https://t.co/PpPZDll5G7↗
May 13
Daave “3 and 30” Tepper — nebius great quarter
If you think $nbis is remotely similar to $crwv $iren https://t.co/lMWTatNpWW lambda or any other trashco neoclouds, watch this interview
Different level↗
May 13
mon — $IREN this.
I believe the stock is incredibly undervalued at current price. I am very surprised by the market reaction to the latest earnings.
> 5GW secured power.
> Expan…↗
May 13
mon — Here’s a complete list of all stocks that I've added to my long-term portfolio:
1. $HIMS - Added in 2023, one of my earliest long-term holdings. I've traded it few times after it…↗
May 13
Daniel Koss — $IREN shares good news before earnings, pumps to the moon and then horrible results.
Now $NBIS shares 2 good news before earnings...
oh oh, the narrative is dramatic.
A lot of pe…↗
May 13
Lando — @SylentTrade If I turn ~20k into $25M off $IREN that would be fucking legendary. Taking any and all loans 🤣↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
mon — I wouldn’t be surprised if Leopold Aschenbrenner has made $IREN one of his biggest positions.↗
May 12
Lando — @OInvests Agreed. I think support will be low 50s for $IREN. This is a very different company than it was a month ago↗
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…↗
Dustin — $IREN
1. Demand was strong
They increased the offering from: $2.0B → $2.6B
That usually means institutional investors wanted more exposure.
2. Extremely low interest rate
The not…↗
May 12
Lando — I guess I’m not so crazy for being 42% cash right now $IREN $SPY $QQQ
Watching from the sidelines. No options. Lettin it all play out↗
Black Panther Capital — Higher, higher, HIGHER! 😎
Let’s go bulls!
Sadle up $IREN $NBIS $AAOI $PENG $OUST $RKLB.
-BP
Not financial advice.↗
May 12
Antonio Costa — $IREN It's a strong positive signal of investor confidence, especially for a high-growth company like IREN Upsizing a convertible notes offering to $2.6 billion reflects robust dem…↗
May 12
Lando — Just now noticing this, new 2028 calls for $IREN going to September instead of January 👀 https://t.co/gvVt8JjPPq↗
mon — $IREN being named the flagship deployment for NVIDIA's DSX architecture at the 2GW Sweetwater campus is a massive deal.
This validates IREN's vertically integrated approach acros…↗
May 11
Serenity — I'm not sure why people like putting words in my mouth with $IREN. I've never said that.
What I've said was excessive ATM's cap structural upside on rallies because shares get sol…↗
May 11
Lando — It appears sovereign cloud is happening in the EU and soon to be AUS $IREN!!↗
May 11
Antonio Costa — $IREN lost 9% today but still trading abv all EMAs. The trend remains upward. https://t.co/fF1ziWcP57↗
May 11
Serenity — As I said before $IREN is basically dogsht compared to $NBIS.
$NVDA didn’t give $IREN funding yet.
So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity th…↗
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
Lando — If you’re not familiar with the Lando curse, just know that I am the bottom/top caller
Do not fade me $IREN↗
May 11
Lando — @CrusadeInvest My port was very close to 100% $IREN and in my Roth grew too close and big. The timing may have been off but I don’t mind 60% gains↗
May 11
Lando — For all of you insufferable $IREN bulls, this one stock makes up more than half my NW
I’m still a bull calm your tits↗
May 11
Lando — @kerdoscapital Sure was in the timing aspect, it was overdue and I got impatient in the decision.
I’ve posted enough on it today and received the feedback lmao. The only thing I…↗
May 11
mon — $IREN GOES GREEN. 🟢
Absolutely incredible recovery.
From -14% to +0.049%. https://t.co/OjwA3Abwxs↗
May 11
Lando — $IREN WE ARE GREEN https://t.co/h4AzfmoJs9↗
Lando — This is why I profit take. I’m not saying we’re near a top or that $IREN can’t run anymore, but 60% in a month ain’t normal
Idc how you spin it. Profit taking is fine and normal,…↗
May 11
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
May 11
Lando — @jiahanjimliu Appreciate that Jim. It’s funny how many comments I got saying I was wrong for selling after it recovered a bit.
Risk management is everything and having a high bet…↗
mon — $IREN now -2.82%. 👀 https://t.co/bJqrDbhN7s↗
May 11
Lando — To everyone bashing or clowning this, $IREN is still by far my biggest position. It’s not even close
Feels weird I even have to justify trimming. Should I have done so in the 60-7…↗
May 11
mon — $IREN This offering is expected.
This is what they’re going to do a few times a year, and the same applies across the entire industry, until the flywheel is fully running.
It’s a…↗
Lando — My plan right now for $IREN is to sell weekly CSP on it, will be looking to see what the pricing is later
I’m still long and have my core positions/cost basis, I simply trimmed
W…↗
May 11
Dustin — $IREN Well, i was right in expecting a convertible note with capped calls offering. Mkt overreacting to downside as usual to converts, so i picked up a good amt of IRE in 29's, 2…↗
May 11
Serenity — @LMutaaya People were saying "WERE YOU KIDDING" when I posted I was bearish on $IREN at $71.
$NVDA isn't giving them any funding, so they need to raise elsewhere to buy GPUs for t…↗
May 11
Daniel Koss — 🧐
Is the market going risk-off and rotating into quality?
$NBIS $IREN https://t.co/xoEQh8EdLi↗
May 11
CK Capital — The great rotation has started.
$IREN to $NBIS
I feel for $IREN holders but tried to tell y’all and many didn’t care to listen.
Glad for the ones who swapped their $IREN for $N…↗
May 11
Antonio Costa — $IREN $100 Nov20 calls getting flow https://t.co/laAN0hXLDr↗
May 11
Antonio Costa — $IREN $58 May22 calls getting volume. https://t.co/PbVLvt9Pmm↗
May 11
Lando — Big announcement for me:
Sold ~60% of my $IREN shares after the news at $56.5. Why?
These were in my Roth, and I’m expecting more downturn before we get any positive news
Cost…↗
May 11
Antonio Costa — $IREN the morning news about IREN's proposed $2 billion convertible senior notes offering due 2033 is NOT BAD news, especially regarding dilution concerns. It's debt, but not immed…↗
May 11
mon — $IREN -9% PM. 🔴
Announces a $2 billion offering of convertible senior notes due 2033, plus an option for an additional $300 million. Proceeds will fund capped calls to reduce pot…↗
May 11
Black Panther Capital — How it feels being a $IREN shareholder… https://t.co/EoIChIFQru↗
Lando — $IREN convertible notes offering, great find Frans↗
May 11
CK Capital — $IREN announced its plan to offer $2 billion of convertible senior notes due 2033.
$IREN holders have had a rough couple days. https://t.co/hRtiUJHM74↗
May 11
Shay Boloor — $IREN announced plans to offer $2B of convertible senior notes due 2033 with an option for another $300M.
The capital will help fund AI infrastructure expansion. https://t.co/D51G…↗
May 11
CK Capital — Oh. My.
Not good.
$IREN https://t.co/NI2sPnV6QW↗
May 11
mon — $IREN hit $72.61 after earnings.
> Now stock price is at $60.61
> Short interest at 20%
> Most Analysts/TA are bullish
> Secured a deal with NVDA
> Acquired a softw…↗
May 11
Dustin — $IREN IREN brings the scale and infrastructure expertise to help accelerate the buildout of next-generation AI infrastructure globally. Together, we are building for the age of AI.…↗
May 11
Dustin — $IREN assuming they tapped into ATM (super high volume, low price movement) thats actually bullish.
Tutes can see the dilution behind the tape, if they were willing to buy in ba…↗
May 11
CK Capital — $IREN is now cheaper than it was before the $NVDA deal was announced.
Wow. https://t.co/Pujlnwdoz8↗
May 10
Lando — Prepayments would only make this payback period faster
TLDR: buy $IREN
NFA.↗
May 10
Lando — @StockMKTNewz @WOLF_Financial @stocktalkweekly @adampatti So $IREN?↗
May 10
Lando — @FreedomBirdo To your second point I think it’ll be even better because $NVDA will most likely want VR to be showcased in their DGX blueprint for Sweetwater. While this is just spe…↗
May 10
Lando — Been doing some research on $IREN and what the $NVDA DSX AI factory actually is...
I think we’re too bearish guys. Will be writing something up here soon in the coming days https…↗
May 10
Lando — @Kaizen_Investor $IREN will soon be a +100% bagger for you too. You crushed it on the space theme, still remember our conversations from earlier man. Elite work↗
May 10
BULL OF BRITAIN — $DGXX just signed $1.1B with $CBRS for 10% of its power pipeline. Market cap is $475M.
The math doesn't add up.
> $1.1B base contract, $2.5B with renewals (10yr term)
> 40MW Cere…↗
May 10
Black Panther Capital — I did the calculation last week.
Not the sexy version. The boring version.
What does patience actually cost? What does it return?
The typical retail investor makes 3-4 moves per…↗
May 10
Shay Boloor — Last week was one of the wildest portfolio weeks since I started sharing it publicly with six holdings posting 30%+ weekly moves:
• $OSS +61%
• $DOCN +60%
• $SITM +46%
• $RKLB +3…↗
May 10
KaizenInvestor — I have some new followers asking about my porftolio. I always give a monthly update on my portfolio but as I had the question a lot last week, I share it again.
I have 15% cash b…↗