Felipe Braz
77 posts


$IREN
ZERO CHANGES to my projection.
Wave 3 price target remains UNCHANGED: $137.36-$151.45.

Asaf Naamani@AsafNaamani
$IREN | Bullish Wave Update Daily Chart Analysis $IREN continues to defend the 0.5 Fib level of the reversal zone at $39.67. The resistances above current price: A. Anchored volume profile POC around $42 (orange). B. Daily MA50 around $46 (blue). BUT - If price keeps holding this level, it’s a constructive sign and increases the probability of an upside reversal.
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@StockChaser_ You’ve covered future demand creators supply side of compute where $GPUS operates adds another dimension.
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My ideal long-term portfolio would include:
- AI infrastructure → $NBIS / $IREN
- Energy → $TE (short term) / $OKLO (long term)
- Memory → $MU
- Materials (AI exposure) → $AXTI
- Photonics → $AAOI / $LITE
- Crypto → $BTC / $ETH (prefer $ETH)
- Defense → $ONDS / $KRKNF
- Space → $ASTS / $RKLB / $VOYG
- AI software → $ZETA / $PATH
- Value → $UNH / $NVO
- Digital healthcare → $HIMS / $OSCR
What am I missing?
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@wliang Innovation waves drive market attention though digital finance infrastructure keeps progressing $IPSI
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I've made millions trading themes. You may lose some trades, just make sure the wins make up for it.
Since I shared my list:
$ONDS +3.47%
$OSS +26.88%
$AVAV -16.36%
$KRMN +14.6%
$RCAT +37.5%
$UMAC +50.81%
$KRKNF +14.15%
$KTOS +2.5%
Excluding $AMPX that's up 80%.
Diversify...
Wayne Liang@wliang
As promised, here's my watchlist of Defense related tickers. I highly suggest keeping an eye on them tomorrow: $ONDS $OSS $AVAV $KRMN $RCAT $UMAC $KRKNF $KTOS The US/Israel-Iran war has shown us the importance of our military budget and spending. It's only going to increase.
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@TheRonnieVShow The biggest winners typically control a critical layer of the stack industrial processing innovation $CVAT sits in that layer
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My Top Stocks for the Next 3 Years:
$ZETA ~ MarTech AI disruptor
$OSCR ~ Health insurance disruptor
$NBIS ~ NeoCloud infrastructure
$HOOD ~ Brokerage disruptor
$SOFI ~ Banking disruptor
Moats:
$META ~ Social Media l Data
$AMZN ~ E-Commerce l AWS
$NFLX ~ Streaming l Ads
Platforms > incumbents.




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@Quality_stocksA My watchlist stays focused on asymmetric setups where the narrative is still forming $IPSI.
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@MrMikeInvesting The most durable compounders solve the expensive bottlenecks industrial processing innovation $CVAT lives in that lane
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Earlier today $ONDS announced a partnership with $PLTR to build an AI powered surveillance platform.
This is just one of the 6+ contracts $ONDS has secured so far in 2026.
Very soon the market will awaken and realize this opportunity.
I can firmly say $ONDS is a $32 stock trading at just $10.
Don’t miss out…

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@StockChaser_ he next massive compounder often emerges from infrastructure dominance which keeps $GPUS interesting
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@ColesTrades The obvious leaders dominate headlines while the next narrative often begins where few are watching $IPSI.
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@tradepal_app Momentum lists highlight sentiment while real industrial innovation $CVAT builds fundamental value
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@NotA_Bull Panic phases create the best entries for dominant tech names yet the largest percentage reratings often emerge from overlooked fintech networks where growth remains underpriced $IPSI.
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@theincomewheel Data center capacity expansion and GPU cluster growth keep the upside thesis alive for $IREN while $GPUS demand accelerates
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@CW8900 $DITAU gaining quiet curiosity as US investors step back into Ethereum accumulation.
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