Jason Luongo (@jasonl_capital) on Surfaced

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Jason Luongo

@jasonl_capitalLong Research50.6k followers

Jason Luongo

@jasonl_capitalLong Research50.6k followers

Past 12mo:2.6kmentions317tickers995posts

$NBIS· Nebius Group NV

75 mentions since Jan 2026calls only

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About this voice

@jasonl_capital posted 984 times across 317 distinct tickers over the past 12 months, accumulating 2635 cashtag mentions. $IREN led engagement with 210 mentions, followed by $AMZN with 182 mentions and $ONDS with 153 mentions. The voice's most recent activity on July 7, 2026 focused on infrastructure and cloud computing companies, with posts covering $BRUN, $GLXY, and $HIVE among others in a numbered series discussing AI and HPC infrastructure plays.

AI-generated from tracked posts · updated Jul 8, 2026

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@jasonl_capitalJul 10, 2026 · 12:33 PM

7. $NBIS - Nebius Group $50B contracted backlog. Deals with Meta and Microsoft. NVIDIA invested $2B directly. Q1 revenue up 684% year over year. Building AI factories in Pennsylvania and Alabama with 1.2GW of secured capacity. https://t.co/WaVF1Z2Hl2

@jasonl_capitalJul 7, 2026 · 12:56 PM

4. $NBIS - Nebius Group $50B contracted backlog. Deals with Meta and Microsoft. NVIDIA invested $2B directly. Q1 revenue up 684% year over year. Building AI factories in Pennsylvania and Alabama with 1.2GW of secured capacity. https://t.co/7ITl4C5iV1

@jasonl_capitalJul 2, 2026 · 2:08 PM

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 puts, calls and credit spreads.

@jasonl_capitalJun 30, 2026 · 12:10 PM

3. $NBIS - Nebius Revenue up nearly 7x YoY to $399M in Q1 with nearly all revenue coming from AI cloud. NVIDIA made a $2B strategic investment. Secured 1.2 GW of power and land for a new AI factory in Pennsylvania. https://t.co/o8VCtYxRtO

@jasonl_capitalJun 12, 2026 · 1:48 PM

2. $NBIS - Nebius Revenue $399M, up 684% YoY. $27B Meta partnership - $12B committed, $15B optional. $2B NVIDIA equity investment. Capex guidance raised to $20-25B. Core AI cloud ARR at $1.92B and growing. Current capacity is sold out. https://t.co/2g7oDHm7k7

@jasonl_capitalJun 9, 2026 · 12:26 PM

7. $NBIS - Nebius NVIDIA invested $2 billion in Nebius in March. At Computex, Jensen called them one of a select group of "world-class AI clouds" and said "they're growing incredibly fast." Nebius hit an all-time high the following week. Revenue up 684% YoY with a $27B Meta partnership.

@jasonl_capitalJun 5, 2026 · 12:50 PM

2. $NBIS - Nebius Group Revenue $399M, up 684% YoY. Core AI cloud ARR at $1.92B. Signed a $27B 5-year partnership with Meta. Secured 3.5+ GW of power capacity including a new 1.2 GW owned site in Pennsylvania. CapEx guidance raised to $20-25B for 2026. Current available capacity is sold out.

@jasonl_capitalJun 1, 2026 · 11:21 AM

10 stocks I wish I owned more of: $TE - solar manufacturing $ONDS - autonomous defense systems $NBIS - AI cloud infrastructure $NOK - telecom and networking $MP - rare earth materials $UUUU - uranium and rare earths $VPG - precision sensors $AMZN - cloud and e-commerce $PLTR - data analytics and AI $OKLO - small modular nuclear What's on your list?

@jasonl_capitalMay 30, 2026 · 4:58 PM

Every correction is a buying opportunity if you have a plan. Here's my watchlist: $NOK - Nokia $TSLA - Tesla $TE - T1 Energy $AMZN - Amazon $MP - MP Materials $NBIS - Nebius Group $UUUU - Energy Fuels $ONDS - Ondas Holdings $SOFI - SoFi Technologies $HOOD - Robinhood Markets NFA. DYOR.

@jasonl_capitalMay 26, 2026 · 1:01 PM

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. $ONDS - Ondas Holdings 8. $OSS - One Stop Systems 9. $PENG - Penguin Solutions 10. $SOFI - SoFi Technologies NFA. DYOR.

@jasonl_capitalMay 20, 2026 · 1:24 PM

@MoMoMacro $nbis could eventually turn into a hyper scaler in the future

@jasonl_capitalMay 20, 2026 · 12:53 PM

Jensen Huang just said AI will create more millionaires in 5 years than the Internet did in 20. Here are ten stocks that could create millionaires by 2030: 1. $NBIS - Nebius Group Q1 revenue $399M, up 684% YoY. AI cloud revenue up 841% YoY to $390M. Secured 1.2 GW of power for a new AI factory in Pennsylvania. Full-year 2026 guidance of $3-3.4B. Growing faster than almost any AI infrastructure company in the market right now.

@jasonl_capitalMay 19, 2026 · 11:26 PM

@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 end. Which is only 10% of their power portfolio. If management can deliver (haven’t missed a deadline yet) , they have the highest upside out of all the neoclouds in my opinion. I own $nbis and $iren. But I’m more bullish on IREN especially at these prices.

@jasonl_capitalMay 18, 2026 · 10:04 PM

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 $RKLB $HOOD $MP ➡️ Sell 30 DTE cash-secured puts at 0.20 delta on stocks I'd want to own at the strike ➡️ Close every sold option at 50% profit ➡️ Buy LEAPs only when IV is low, price is at support, and conviction is high ➡️ Sell covered calls when shares I own are sideways or overbought ➡️ DCA into the base portfolio every month regardless of price How I decide which strategy to use: High IV + income goal = sell CSPs Low IV + high conviction = buy LEAPs Own shares + sideways market = sell covered calls

@jasonl_capitalMay 13, 2026 · 11:57 AM

3. $NBIS - Nebius Group Just reported this morning. Q1 revenue $399M, up 684% year over year. Beat the $375M estimate. Turned profitable with $621M in net income. Cash from operations hit $2.26B. Sold out through Q1 with a $46B contracted backlog anchored by $27B from Meta and $19.4B from Microsoft. Just secured 1.2 GW for a new AI factory in Pennsylvania. Investing $16-20B in AI infrastructure this year.

@jasonl_capitalMay 8, 2026 · 2:17 AM

@WheelieInvestor @ZeekTyt My man @jiahanjimliu explains it perfectly. “Takeaway 3 - Nvidia Option to Invest Instead of Immediate Investment Market sees this the reason to sell $IREN back down from $72 -> $60. Whereas $CRWV and $NBIS got the money immeidately for shares at market price because they have 2026 unfunded needs, $IREN is fully funded for 2026 and would rather sell at above the market price. The way to negotiate this is to have the shares sold in the future at a premium at which the negotiations happen. Nvidia negotiations were happening today, they were happening when IREN was in the 40s so 70 is a significant premium. YtD relatively IREN at 70 is equivalent to $NBIS issuing shares to NVDA at 140. IREN does not need the 2.1B in 2026, why dilute at $40? IREN will need cash in 2027 where it's buildout is going to accelerate so IREN is it then. The important part is getting priority on Nvidia's delivery schedule. Nvidia does benefit by having the right to buy IREN stock through 2031 at $70 but everyone, everyone is paying alot to secure HBM which is on-chip with the GPU. This $70 call option for Nvidia is good for 600k GPUs. “

@jasonl_capitalApr 14, 2026 · 8:32 PM

Every industry has an incumbent that stopped innovating. These companies are coming for their lunch: $HOOD - brokerage $SOFI - banking $OSCR - health insurance $PLTR - enterprise software $NBIS - data centers $TSLA - autonomous vehicles $RKLB - space launch $ASTS - satellite internet $DOCN - cloud infrastructure $ZETA - marketing technology $IBRX - cancer treatment $LEU - nuclear fuel $OSS - edge AI computing $IREN - AI infrastructure $AMPX - battery technology $ONDS - drones and defense $AMZN - everything Who am I missing?

@jasonl_capitalApr 14, 2026 · 1:23 PM

The companies building AI data centers, ranked by market cap: $CRWV $115.25 - ~$55B CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company on the market. $NBIS $159.89 - ~$32B Nebius. $17B+ Microsoft Azure deal. Targeting $7-9B annualized revenue by end of 2026. $IREN $45.15 - ~$14B 4.5 GW pipeline. $9.7B Microsoft contract. Largest single-site AI data center buildout. $WULF $20.00 - ~$8.4B TeraWulf. Zero-carbon AI data centers. Lake Mariner facility. 100% nuclear and hydro powered. $APLD $28.72 - ~$7.9B Applied Digital. HPC hosting and GPU cloud. Building 400MW campus in North Dakota. $HUT $72.30 - ~$7.7B Hut 8. AI compute + managed infrastructure. Diversified across mining, hosting, and cloud. $CIFR $18.30 - ~$6.7B Cipher Digital. HPC and AI data center operator. Expanding capacity across Texas. $CORZ $19.25 - ~$5.8B Core Scientific. HPC hosting pioneer. Being acquired by CoreWeave. $BTDR $11.69 - ~$2.7B Bitdeer. ASIC chip design + AI compute. Building custom silicon alongside hosting. $CLSK $11.15 - ~$2.5B CleanSpark. Mining operations scaling into AI hosting infrastructure. This space is moving fast. A year ago half these names were Bitcoin miners. Now they're selling compute to Microsoft, Meta, and the hyperscalers. Bookmark this.

@jasonl_capitalMar 30, 2026 · 3:26 PM

These stocks may be worth buying on future dips: AI Compute: $NVDA $AMD $AVGO AI Memory: $MU AI Infrastructure: $IREN $NBIS $VRT Networking: $MRVL $ANET $ALAB Photonics: $AAOI $LITE $COHR Power / Energy: $CEG $OKLO $VST $BE Robotics / Autonomy: $TSLA $AMZN Drones / Defense: $ONDS $KTOS $AVAV Satellites / Space: $ASTS $RKLB $LUNR $PL Digital Finance: $HOOD $CRCL $SOFI The market is giving you discounts on the next decade of growth. Take advantage.

@jasonl_capitalMar 26, 2026 · 11:53 AM

These 10 stocks have the potential to create millionaires by 2028: $NVDA - AI Compute $AMZN - Cloud/E-Commerce $IREN - AI Infrastructure $HOOD - Fintech $ZETA - AI Marketing $ONDS - Defense/Drones $SOFI - Digital Banking $RKLB - Space $IBRX - Biotech $NBIS - Cloud Computing Bookmark this and come back in two years.

@jasonl_capitalMar 24, 2026 · 4:33 PM

My Q2 2026 watchlist: $AMZN - AWS powering OpenAI + Anthropic. $200B capex this year. AI infrastructure backbone. $IREN - $9.7B Microsoft contract ramping. 150K GPUs deploying. Cheapest neocloud. $NBIS - AI cloud scaling fast. NVIDIA $2B investment. Revenue growing 500%+ YoY. $ZETA - 18 consecutive beat-and-raises. $1.76B revenue guide. AI marketing leader. $SOFI - $1B quarterly revenue. CEO buying $1M in stock. Full financial ecosystem. $ONDS - Defense/drone demand accelerating. 6x revenue growth. $170M+ 2026 target. $SYNA - Edge AI chips. Core IoT revenue up 53%. New management driving turnaround. $IBRX - Biotech with FDA catalysts ahead. High risk, high reward. $OSS - Edge computing for AI at the source. Small but positioned in a massive market. $TE - Energy storage demand growing with data center and grid buildout. $MP - Only scaled rare earth mining and processing operation in the Western Hemisphere. Critical supply chain play. 11 names across AI, defense, fintech, biotech, energy, and materials. Not all of them will work. But I believe the winners will more than make up for the losers.

@jasonl_capitalMar 23, 2026 · 11:26 AM

10 stocks I'm buying during this dip. $NVDA - $172.93 → $282 avg target $AMZN - $205.37 → $283 avg target $LEU - $186.76 → $220 avg target $NBIS - $117.62 → $200 avg target $AVAV - $197.72 → $297 avg target $HOOD - $70.89 → $115 avg target $SYNA - $71.03 → $108 avg target $RKLB - $67.23 → $90 avg target $MP - $50.60 → $76 avg target $IREN - $41.29 → $76 avg target Every one of these has analyst targets well above where it trades today. NFA DYOR

@jasonl_capitalMar 18, 2026 · 11:45 PM

If you follow the smart money, you'll know exactly what sectors to invest in: AI Compute: $NVDA AI Memory: $MU Data Centers: $IREN Cloud Infrastructure: $NBIS Networking: $MRVL Optical Networking: $COHR Transceivers: $LITE Nuclear Energy: $CEG Energy Storage: $ENS Robotics: $TSLA Drones: $ONDS Satellites: $ASTS Space Launch: $RKLB Cybersecurity: $PANW Fintech: $HOOD AI Marketing: $ZETA Stablecoins: $CRCL Healthcare: $HIMS Automation: $PATH $5-8 TRILLION in AI capex expected through 2030. These companies sit directly in the path of that spending.

@jasonl_capitalMar 16, 2026 · 12:56 PM

The smart money is telling you where to invest. You just have to pay attention: AI Infrastructure: $NVDA Photonics: $COHR Data Centers: $IREN Cybersecurity: $PANW Defense/Drones: $ONDS Space: $RKLB Fintech: $HOOD Digital Banking: $SOFI Energy Storage: $TE Semiconductors: $SYNA AI Marketing: $ZETA Enterprise Automation: $PATH Biotech: $IBRX Telehealth: $HIMS Edge Computing: $OSS Cloud Computing: $NBIS Battery Technology: $AMPX E-Commerce/Cloud: $AMZN

@jasonl_capitalMar 13, 2026 · 1:09 PM

The Valuation Gap $CRWV trades at ~10x EV/Revenue $NBIS trades at ~9x EV/Revenue $IREN trades at ~5x on projected revenue Cheapest neocloud in the sector. Only one with diversified revenue, a clean balance sheet, and grandfathered power in Texas. The market is pricing this like the ramp never happens.

@jasonl_capitalMar 13, 2026 · 1:09 PM

The Asset Base $CRWV and $NBIS are pure AI cloud plays with no hard assets underneath them. $IREN owns 4.5 GW of secured power, land, substations, water rights, and fiber connections across Texas, Oklahoma, and British Columbia. Even if you stripped out the AI story entirely, those assets are worth billions to any industrial consumer. That's a hard floor under the stock that pure-play neoclouds don't have.

@jasonl_capitalMar 13, 2026 · 1:47 AM

These 12 stocks will create millionaires by 2028: $HOOD - Fintech $IREN - AI Infrastructure $NBIS - Cloud Computing $TE - Energy Storage $ONDS - Defense/Drones $ZETA - AI Marketing $AMZN - E-Commerce/Cloud $SOI - Photonics $AMPX - Battery Technology $IBRX - Biotech $PATH - Enterprise Automation $OSS - Edge Computing You don't need all 12 to work. You just need a few of them to be right.

@jasonl_capitalMar 12, 2026 · 11:45 AM

@amitisinvesting @grok what does this mean for companies like $NBIS and $IREN

@jasonl_capitalMar 11, 2026 · 2:32 PM

In 2026, true wealth will come from conviction. These 10 picks have the potential to change everything: IREN Limited - $IREN One Stop Systems - $OSS UiPath - $PATH Rocket Lab - $RKLB Nebius Group - $NBIS Zeta Global - $ZETA Ondas Holdings - $ONDS T1 Energy - $TE Synaptics - $SYNA ImmunityBio - $IBRX Diversification protects wealth. Concentration builds it.

@jasonl_capitalMar 11, 2026 · 12:04 PM

BREAKING: $NVDA and $NBIS Partner to Scale Full-Stack AI Cloud Nvidia to invest $2B in Nebius; Enables Nebius to Deploy More Than 5 Gigawatts of NVIDIA Systems by End of 2030 (Nebius Group NV) https://t.co/5RVxG43eFT

@jasonl_capitalMar 10, 2026 · 12:52 PM

I'm only going to say this once. Every single one of these stocks is undervalued right now: - $ONDS at $10.50 - Analyst target: $19 (+81%) - $ZETA at $17 - Analyst target: $29 (+71%) - $IREN at $40 - Analyst target: $66 (+65%) - $NBIS at $98 - Analyst target: $151 (+54%) - $NVDA at $183 - Analyst target: $264 (+44%) - $IBRX at $10 - Analyst target: $14 (+40%) - $SOFI at $19 - Analyst target: $26 (+37%) - $PATH at $12 - Analyst target: $16 (+33%) - $AMZN at $213 - Analyst target: $282 (+32%) - $PANW at $165 - Analyst target: $216 (+31%) - $SYNA at $72 - Analyst target: $90 (+25%) - $HIMS at $22 - Analyst target: $27 (+23%) All based on Wall Street consensus price targets. I own every single one. NFA DYOR

@jasonl_capitalMar 6, 2026 · 11:05 PM

The White House is telling you exactly what sectors to invest in: AI Compute - $IREN, $CIFR, $NBIS, $APLD Chips - $NVDA, $AMD, $TSM, $AMKR Optical Networking - $AAOI, $COHR, $LITE Networking - $AVGO, $ANET, $MRVL Power Infrastructure - $VRT, $POWL, $ETN Power Generation - $BE, $GEV Nuclear - $OKLO, $VST, $CEG Natural Gas/LNG - $VG Energy Storage - $EOSE, $ENS Defense/Drones - $ONDS, $AVAV, $KTOS Golden Dome - $RTX, $LMT, $RKLB Space - $RKLB, $PL, $ASTS Robotics - $AMZN, $PATH, $TSLA Edge AI - $LTRX, $OSS Rare Earths - $MP, $UUUU, $USAR, $TMQ Quantum - $IONQ, $RGTI Cyber - $CRWD, $PANW, $NET Crypto - $HOOD, $COIN Stop guessing where to invest your money. The government is giving you the playbook.

@jasonl_capitalMar 6, 2026 · 2:59 PM

Which ticker is the most likely to 3x in 3 years? - $EOSE at $7 - $IBRX at $10 - $ONDS at $10 - $PGY at $11 - $OSCR at $14 - $HIMS at $15 - $CIFR at $17 - $ZETA at $17 - $SOFI at $19 - $PYPL at $47 - $NVO at $49 - $RKLB at $69 - $HOOD at $83 - $NBIS at $98 - $ASTS at $105

@jasonl_capitalMar 4, 2026 · 2:33 AM

The AI data center landscape: $IREN - 4.5 GW secured power. $9.7B Microsoft deal. $NBIS - $20B+ in Microsoft and Meta contracts. $CRWV - $66.8B backlog. Largest pure-play GPU cloud. $APLD - $16B backlog. Campuses leased to CoreWeave. $WULF - Google owns 14%. 510+ MW contracted. $CIFR - Google owns 5.4%. 2.4 GW development pipeline. $NUAI - Pre-revenue. Integrated energy + DC play. The AI infrastructure buildout is just getting started. I think every name on this list has room to run. Which ones are you watching?

@jasonl_capitalMar 3, 2026 · 1:46 AM

The complete data center stock map. Every layer. Every name worth watching. OPERATORS + BUILDERS $EQIX $CRWV $NBIS $IREN $APLD $CIFR CHIPS $NVDA $AMD $INTC $ARM $AMKR $AMZN $GOOGL CONNECTIVITY $CSCO $ANET $JNPR $AVGO $MRVL $CRDO POWER + INFRASTRUCTURE $VRT $ETN $BE $CEG $VST HARDWARE $DELL $HPE $SMCI MEMORY + STORAGE $MU $WDC $NTAP $PSTG PLATFORM + OS $MSFT $IBM $AVGO CYBER + OBSERVABILITY $PANW $CRWD $FTNT $NET $DDOG CLOUD $AMZN $MSFT $GOOGL $META $ORCL The AI trade isn't one stock. It's an entire supply chain. Bookmark this.

@jasonl_capitalFeb 28, 2026 · 7:04 PM

Seven layers of AI. The full stack from power to the battlefield. 1 | Power: $GEV $BE $CEG $VG $ENS 2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO 3 | Data centers: $NBIS $IREN $CRWV $CIFR $ALAB 4 | Models: $GOOGL $MSFT $AMZN $META 5 | Platforms: $PLTR $NOW $RBRK $CRWD $ZETA 6 | Apps/Agents: $TSLA $AXON $GTLB $PATH $RKLB 7 | Edge AI/Drones: $OSS $ONDS $LTRX $AVAV $KTOS If you're only playing one layer you're leaving money on the table. What names would you add or swap?

@jasonl_capitalFeb 28, 2026 · 4:35 PM

If the market keeps dropping in the coming weeks, here's what I'm buying more of: $IREN - IREN Limited $RKLB - Rocket Lab $NBIS - Nebius Group $NVDA - Nvidia $AMZN - Amazon $ONDS - Ondas $PATH - UiPath $BE - Bloom Energy $CIFR - Cipher Mining $TE - T1 Energy $ZETA - Zeta Global I already own every one of these. Lower prices just mean cheaper entries on companies I have deep conviction in. What's on your list if we keep dipping?

@jasonl_capitalFeb 27, 2026 · 10:02 PM

Key support levels I'll be paying attention to next week: $IREN - $38 $RKLB - $66 $NBIS - $84 $BE - $131 $CIFR - $14 $TE - $5.75 $NUAI - $4 $AMZN - $198 $ZETA - $15 $NVDA - $175 $ONDS - $8 $PATH - $9.40 These are areas of interest where I'd watch for a potential bounce. Doesn't mean it happens, but worth having levels mapped before you need them.

@jasonl_capitalFeb 26, 2026 · 9:35 PM

Big Tech just committed $650B+ in 2026 capex. Here's how that money flows through every layer of the AI stack: Compute: GPUs and Accelerators $NVDA - Blackwell shipping now, Rubin next $AMD - MI300/MI400 giving hyperscalers a second source Custom Silicon and Chip Design $AVGO - Custom AI chips and networking ASICs $MRVL - Interconnect and custom silicon for AI racks $ARM - CPU architecture powering hyperscaler fleets $CDNS - EDA tools behind hyperscaler chip programs $SNPS - Design software enabling next gen silicon Memory and Storage $MU - HBM and advanced DRAM feeding AI accelerators $SNDK - NAND flash across hyperscaler storage Networking and Connectivity $ANET - Switching infrastructure inside AI clusters $ALAB - Rack scale connectivity silicon $CRDO - High speed SerDes for AI interconnect $COHR - Photonics and lasers for optical networking $GLW - Fiber and optical materials connecting it all Servers and Infrastructure $DELL - AI server systems for enterprise and hyperscale $SMCI - Liquid cooled GPU racks, first to market on new chips $HPE - Enterprise AI servers and private cloud infrastructure Foundry, Equipment, and Packaging $TSM - Manufactures the chips everyone else designs $ASML - EUV lithography, no substitute $AMAT - Wafer fab equipment for leading edge nodes $LRCX - Etch and deposition for chip scaling $KLAC - Process control and yield management $AMKR - Advanced packaging and test $INTC - Domestic foundry bet, execution still unproven GPU Cloud and AI Infrastructure $CRWV - On demand GPU cloud for AI workloads $NBIS - Full stack AI infrastructure and developer tools $IREN - Vertically integrated power and compute $CIFR - Long-term hyperscaler data center leases Power and Energy $VRT - Cooling and power distribution inside data centers $CEG - Nuclear baseload for large clusters $VST - Dispatchable power for grid demand $BE - On site fuel cells, behind the meter $NEE - Renewable capacity for grid expansion $FSLR - Utility scale solar $EOSE - Long duration storage for 24/7 uptime $GEV - Turbines, transformers, grid hardware $OKLO - Next gen nuclear, early stage but Altman-backed $SMR - Small modular reactors, longest dated play here 40+ stocks. One thesis. $650 billion has to go somewhere. Which layer are you most positioned in?

@jasonl_capitalFeb 26, 2026 · 2:47 PM

$NVDA just guided $78B. Every GPU needs a data center. 7 stocks building AI's physical infrastructure: $CRWV - GPU cloud, Nvidia-backed, reports today $NBIS - Full-stack AI infra at scale $IREN - Mining to AI compute, $3.4B ARR target $CIFR - $9.3B contracted with AWS and Google $WULF - 2.8 GW capacity, Morgan Stanley upgrade $APLD - Pure-play HPC data centers $NUAI - Micro-cap, 1GW Texas campus play Which are you watching?

@jasonl_capitalFeb 25, 2026 · 1:36 PM

The White House is telling you exactly what sectors to invest in: AI Compute - $IREN, $CIFR, $NBIS, $APLD Chips - $NVDA, $AMD, $TSM, $INTC Networking - $AVGO, $ANET, $MRVL Power Infrastructure - $VRT, $POWL, $ETN Power Generation - $BE, $GEV Nuclear - $OKLO, $VST, $CEG Natural Gas/LNG - $VG Energy Storage - $EOSE, $ENS Defense/Drones - $ONDS, $AVAV, $KTOS Space - $RKLB, $PL, $ASTS Robotics - $AMZN, $PATH, $TSLA Edge AI - $LTRX, $OSS Rare Earths - $MP, $UUUU, $USAR, $TMQ Cyber - $CRWD, $PANW, $NET Crypto - $HOOD, $COIN No need to guess. Just have to follow the money.

@jasonl_capitalFeb 20, 2026 · 7:20 PM

Which ticker is the most likely to 2x in 2 years? - $TE ~ $6 - $OSS ~ $8 - $VG ~ $10 - $EOSE ~ $11 - $ONDS ~ $11 - $OSCR ~ $14 - $CIFR ~ $15 - $HIMS ~ $16 - $ZETA ~ $16 - $SOFI ~ $19 - $IREN ~ $43 - $NVO ~ $49 - $HOOD ~ $76 - $RKLB ~ $76 - $ASTS ~ $86 - $NBIS ~ $100

@jasonl_capitalFeb 18, 2026 · 6:47 PM

I'm buying $IREN at $41. I'm buying $ONDS at $10. I'm buying $AMZN at $198. I'm buying $HOOD at $75. I'm buying $RKLB at $70. I'm buying $NBIS at $97. I'm buying $CIFR at $16. I'm buying $TE at $6. I'm buying $EOSE at $12. I'm buying $PATH at $11. I'm buying $OSS at $3. I'm buying $ZETA at $19. I'm buying $PANW at $150 This is what conviction looks like.

@jasonl_capitalFeb 18, 2026 · 3:03 PM

These 12 picks are going to create millionaires in 2026: 1. IREN Limited ~ $IREN 2. Cipher Mining ~ $CIFR 3. Amazon ~ $AMZN 4. Palo Alto Networks ~ $PANW 5. Ondas Holdings ~ $ONDS 6. T1 Energy ~ $TE 7. Zeta Global ~ $ZETA 8. Rocket Lab ~ $RKLB 9. UiPath ~ $PATH 10. One Stop Systems ~ $OSS 11. Nebius Group ~ $NBIS 12. Robinhood ~ $HOOD Most people will scroll past this. A few will actually buy. That's always how it works.

@jasonl_capitalFeb 18, 2026 · 12:34 PM

I've been selling covered calls for 10+ years. Here's everything you need to know. The setup I look for: - Own 100+ shares of a stock I'm bullish on long term - RSI pushing above 60-70 - Sell 30 DTE calls at 0.20 delta - Strike above my cost basis, always - Close at 50% profit, usually within 7-10 days The key is selling calls when the stock is running, not when it's flat. High IV + green days = premium is inflated. That's when I sell. The way I think about it: - Buy 100 shares at $40 - Sell $45 call for $200 - Stock stays below $45, keep premium and shares - Repeat monthly - That's $600/quarter on a $4,000 position (15% annualized) If shares get called away, I just made $500 + $200 premium on a stock I was happy to sell at $45 anyway. Then I sell a cash-secured put to get back in at a lower price. That's the wheel. And it never stops spinning. My favorite stocks to sell covered calls on right now: - $IREN - high IV, AI infrastructure momentum - $HOOD - liquid options chain, clean technicals - $NBIS - volatile enough to pay well, strong long-term thesis - $LEU - elevated premiums on nuclear energy demand What I've learned to avoid: - Selling calls below your cost basis (that's locking in a loss) - Short DTE during earnings (you'll get blown through) - Selling on a stock you think is about to break out - Getting greedy with strikes too close to the money Most people sell covered calls randomly and wonder why they miss every rally. I sell them when the stock is overextended and collect premium on the way back down. The secret to covered calls isn't the premium. It's knowing when NOT to sell them.

@jasonl_capitalFeb 17, 2026 · 6:31 PM

Every stock on this list is cheaper than it should be. $IREN is undervalued $AMZN is extremely undervalued $META is undervalued $NBIS is undervalued $PATH is extremely undervalued $OSCR is undervalued $AMD is undervalued $NVO is undervalued $CIFR is extremely undervalued $ONDS is extremely undervalued $TE is extremely undervalued Agree or disagree?

@jasonl_capitalFeb 17, 2026 · 12:14 PM

These opportunities will create millionaires in the next 3 years. - $META at $639 - $AMZN at $198 - $NBIS at $97 - $LMND at $63 - $IREN at $42 - $CIFR at $16 - $OSCR at $13 - $PATH at $11 - $ONDS at $9 - $AMD at $207 - $NVO at $49 - $TE at $6 The best time to buy is when nobody else wants to. Note: This is not financial advice.

@jasonl_capitalFeb 16, 2026 · 6:05 PM

Remember the tariff dip of April 2025? Well these stocks are on sale again. $NOW -57% 🔴 $ORCL -54% 🔴 $HOOD -51% 🔴 $AXON -51% 🔴 $IREN -45% 🔴 $EOSE -44% 🔴 $ONDS -41% 🔴 $SHOP -38% 🔴 $PLTR -37% 🔴 $TE -37% 🔴 $CIFR -36% 🔴 $APLD -34% 🔴 $ARM -33% 🔴 $NBIS -31% 🔴 $MSFT -28% 🔴 $PANW -26% 🔴 $AMZN -23% 🔴 $AVGO -22% 🔴 $META -19% 🔴 $NVDA -14% 🔴 These dips will be remembered the same way we remember April 2025. The people who bought the fear built generational wealth. History is giving you another chance. Not financial advice. Do your own research.

@jasonl_capitalFeb 16, 2026 · 4:08 PM

These 10 stocks will make millionaires in the next 3 years: $IREN at $42 $CIFR at $16 $NBIS at $97 $AMZN at $199 $ZETA at $15 $ONDS at $9 $OSS at $8 $TE at $6 $EOSE at $11 $RKLB at $67 You don't need a portfolio of 50 stocks to create wealth. NFA DYOR

@jasonl_capitalFeb 12, 2026 · 8:38 PM

Data center stocks ranked by market cap: $CRWV (CoreWeave) - $50B $NBIS (Nebius) - $24B $IREN (IREN) - $12B $APLD (Applied Digital) - $10B $GLXY (Galaxy Digital) - $8B $WULF (TeraWulf) - $8B $CIFR (Cipher Mining) - $7B $HUT (Hut 8) - $6B AI needs power. Power needs infrastructure. Infrastructure needs data centers.