EMPEROR

$NBIS will smash their earnings so bad tomorrow

been bidding $TROLL at 10-12M range Cleanest 10x imo with size

$IREN Announces Proposed Convertible Notes Offering IREN Limited (NASDAQ: IREN) (“IREN”) today announced its intention to offer, subject to market and other conditions, $2 billion aggregate principal amount of convertible senior notes due 2033 (the “notes”) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). IREN also expects to grant the initial purchasers of the notes an option to purchase, for settlement within a period of 13 days from, and including, the date the notes are first issued, up to an additional $300 million principal amount of notes.

buying $NBIS and $IREN here 78/34 Will come back to this later next year

The only sectors I care about in equities for the coming decade: AI, robotics, compute and energy infrastructure. AI needs compute to function. Compute needs energy infrastructure to run. And robotics is AI moving into the physical world.

What comes after every move like this?

Sandisk $SNDK has outperformed the top 5 major crypto assets in the last year. While everyone was focusing on $BTC and altcoins, $SNDK has moved from $33 to $1,400 in the last few months. This is because AI data centers needed storage and nobody was paying attention to who was selling it. Western Digital split the company off in early 2025 and suddenly Sandisk was the only pure storage play in the middle of the biggest AI buildout in history. Every AI model that runs needs somewhere to live and that's where Sandisk comes in. The biggest gains always come from the thing nobody is looking at yet.

$SNDK touched 1500 and you think $NBIS won't be trading close to 1000 this year? higher

$NBIS to $1000 that’s the tweet

Intel is such a horse. I have NO bear case