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