mon — My favourite stocks for:
Long-term - $IREN, $HIMS, $ASTS & $KRKNF.
Mid/Long-Term - $NRGV, $OUST, $SATL & $VELO.↗
May 11
InvestmentGuru — My framework:
Grid-scale infrastructure:
$FLNC / $NRGV / $STEM
Long-duration storage:
$EOSE
Next-gen EV battery disruption:
$QS / $AMPX / $SES
The big picture:
AI growth needs…↗
May 10
InvestmentGuru — ENERGY STORAGE IS BECOMING THE NEXT MAJOR INFRASTRUCTURE TRADE
AI data centers are creating an energy demand shock. Renewables are scaling. Grids are aging. That creates one unavo…↗
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
April 2026 · 3 mentions
Apr 30
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 22
mon — What a great day today.
- $IREN my largest position up +7.13%.
- The stock is getting more popular than ever.
- $NBIS down -0.26%. $CIFR +7% & $WULF +3%.
- I bought a new stock tod…↗
Apr 22
mon — Bought a new stock today: $NRGV.
An under-the-radar energy storage name I’ve just started researching.
At a simple level, Energy Vault stores electricity when there is excess sup…↗
March 2026 · 1 mention
Mar 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
February 2026 · 1 mention
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
December 2025 · 1 mention
Dec 30
Chris Ray — @InvestWithJorge I like this one but why is it better than the other battery companies like $FLNC and $NRGV?↗