Oli

🚨 This is where we are at in the AI Cycle. $IREN $NBIS

$IREN will be a $100B company. 4.5 GW power secured. Sweetwater operational April. Jensen: "Energy is the foundation of AI infrastructure." The power layer behind the token factory.

@DividendRob Exponential growth right there Rob. Turns out compounding isn’t restricted to investing

Patience pays more than quick wins

@Mariusz_Invest Chart looks like python btw

@Mariusz_Invest Looks great. Do you mind sharing the prompt please? (Dm if you don’t feel like sharing publicly😅)

Grok just calculated: if I keep this exact follower growth curve… I’ll hit 7,500–8,300 followers by New Year’s Eve 2026 🔥 Do you think it’s achievable?! Drop your predictions below 👇

@Ric_RTP Great write-up, fully agree. AI is the unlock of potential, not limitation. The barrier to entry has been removed, innovation can prosper as a result.

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

@RichNFT84 @trevhesinvests Unlikely but not improbable

@OInvests @trevhesinvests Highly unlikely

No brainer prices to add to these stocks (Pt. 2): 1. $NVDA @ $144.35 2. $MELI @ $1,324.52 3. $NFLX @ $74.78 4. $SHOP @ $96.07 5. $IREN @ $32.75 6. $RKLB @ $49.56 7. $ASTS @ $58.76 8. $HOOD @ $50.19 9. $PLTR @ $80.46 10. $GOOG @ $232.88 Thoughts?

@mdc556 @GrindeOptions Elevated oil prices resulting from closure of strait of Hormuz is impacting likelihood of future rate cuts.

@GrindeOptions Drop interest rates 1% and end the war. Boom 💥 new all time highs !

What is something that can turn around this stock market overnight? 🤔

@DollarCostAvg More opportunities at the golden zone

What’s going on $IREN FAM?

@jimcramer Cheers Jim 🌋😅

Very oversold...

In bodybuilding, gains are made in the offseason when everything's covered up. The cut reveals the discipline. Investing is the same: Gains are made in bear markets. Bull markets reveal the accumulation. Build when no one's watching.

@BlackPantherCap Great post. The standout feature here for me is the ties to $PLTR $PLTR provides intelligence layer, $ONDS provides connectivity infrastructure.

11 hard reasons $ONDS is one of my biggest positions right now: 1. Raised $1B in January 2026, pushing pro-forma cash to $1.5B+. War chest is loaded. 2. FY25 revenue came in at $47.6–$50.7M. 23% above prior guidance. Beat and raise. 3. FY26 revenue guidance reaffirmed at $170–$180M. That’s 3–4x growth in one year. 4. Long-term target: $1.5B+ revenue and $15B+ market cap by 2030.  5. Backlog surged 180% to $65.3M  in under 2 months. Demand is real. 6. Merger with Mistral adds direct access to $1B+ in DoD contracts; army, special ops, federal agencies. 7. Palantir + World View partnership locked in; AI-enabled multi-domain ISR across stratosphere, air, and ground. Active work already underway. 8. BIRD Aerosystems acquisition adds airborne missile protection and ISR to the stack.  NATO-facing. Combat-proven. 9. Positive EBITDA from operating businesses expected in H2 2026.  Profitability incoming. 10.5 analysts. “Strong Buy” consensus. Average price target $19. That’s 70%+ upside from current levels.  11. $ONDS has climbed ~1,276% over the past 12 months and the thesis is still early. $ONDS to $20 minimum. -BP Note: This is NOT financial advice.

@BlackPantherCap @terhyc Thanks for pointing that out. Post came on my for you feed 😅

@OInvests @terhyc Bro, he is fake 👊

I’m 60 years old and resigned from BlackRock. My annual income is 2 million US dollars. My March advice: $LITE (Lumentum) — Strong Buy $TSM (TSMC) — Buy $MSFT (Microsoft) — Buy $SOFI (SoFi Technologies) — Strong Buy $MU (Micron) — Strong Buy $BABA (Alibaba) — Buy $AXTI (AXT Inc) — Strong Buy $SNOW (Snowflake) — Don’t buy $DIS (Disney) — Don’t buy $MDB (MongoDB) — Don’t buy People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

@marsmagnuswin @Sandeman52 I said this pre earnings x.com/oinvests/statu…

@OInvests @Sandeman52 Obvious in hindsight.

$MU everyone wondering why it dropped after they destroyed earnings. Look at this chart. It ran hard prior to earnings. Not to mention a big gap up a few days ago, not to mention it’s up over 350% in the last year. I dont understand why everyone is so confused. This dip is just a rest stop. No position. Just had to chime in since everyone thinks the dip is a narrative on the overall AI trade. If anything it confirms the demand continues to be insatiable. That’s all this is telling you. Anything else is laughable.

@Sandeman52 Literally. Expectations are built in. Elevated oil prices Hawkish Fed Geopolitical tension Weakening job market Heightened inflation expectations Yet majority thought $MU would just continue in a straight line after gapping up😅

@OInvests Very. I don’t understand the FUD. Plus overall market is shite

@mitchkurkinn 1) Index funds form a base. 2) Individual stocks unlock greater growth potential. 3) Dividends provide sustained income once the portfolio is grown.

If you had to restart your portfolio from $0: A) Index funds only B) Individual stocks only C) Dividends first D) Mix of everything

@ZaStocks Not a great sign for market sentiment. $SPX is also still trading below 200 DMA. $VIX has spiked back to around 26. Elevated but not critical.

Past few days: $MU had arguably the greatest earnings report we’ve seen in years. $NVDA projected $1T in revenue by the end of 2027 while providing very bullish commentary. Market didn’t care. Something to be cognizant of in the days and weeks ahead, is good news good enough?