InvestingStrategy

@EndicottInvests Woooow

Northland securities raises $NBIS PT from $248 to $410 🔥🔥 MY GOODNESS

@danroberts0101 @LandoInvests Congratulations Dan & $IREN team!

12 months ago we had ~3MW of self-built AI Cloud capacity. Today: 480MW being delivered this year, $2.8bn in new contracts signed, and our 2026 ARR target raised to $4bn+ with ~85% already under contract. Demand continues to exceed everything we can build. Recent contracts include customer prepayments covering ~45% of the associated GPU capex, with weighted average contract terms of ~4 years across the portfolio. Data centers. Compute. Software. The three-layer thesis, executing as written: x.com/i/status/20577… We're in a good spot. Proud of the team.

@IREN_Ltd @LandoInvests LFG! 😎

IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn. “Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.” “We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101 Press release: iren.gcs-web.com/static-files/d…

@mvcinvesting Always a few steps ahead! $NBIS

The frenzy around Kimi K3 highlights how well timed $NBIS' acquisition of Eigen AI was. As open-source models become more capable and are released at an accelerating pace, the ability to optimize them quickly and serve them efficiently becomes a major competitive advantage for any inference platform. Eigen AI brings exactly that. In a recent Kimi K2.6 benchmark, Eigen led the field with 265 output tokens per second vs. 224 for the next-best provider, CoreWeave, despite using B200 GPUs rather than the newer GB300 platform. This benchmark relates to an earlier version of the model, so we still need to see how it performs on K3, but the direction is telling. Token Factory’s value will depend not only on offering the latest models, but also on running them faster, more efficiently, and with better economics than competing platforms. Kimi K3 is exactly the kind of release that makes the strategic value of the Eigen acquisition even clearer. $NBIS has been saying from the beginning that the market would move in this direction.

@NighthawkTradez @danroberts0101 Dan wants $22 🥵😂

I need @danroberts0101 to announce an $IREN deal after hours. Thanks, man.

@InvestingVisual Numbers are already out?

$ASML CEO Christophe Fouquet on AI: “Ongoing AI-related investments and continued progress in AI technologies are driving demand for advanced Logic and Memory chips, further strengthening the semiconductor industry's growth outlook.” Bullish semi’s, in particular memory.

@Sam_Badawi When 1500?

$META Chief AI Officer is posting about stock performance again. When $1000?

@OInvests @IREN_Ltd Exactly!

@IREN_Ltd This is much much better. Congrats team $IREN Next step - release snippets of presentations and interviews.

RAISE Summit is where AI founders, leaders, and researchers come together to shape what’s next. We were proud to be back this year as the headline sponsor. #RAISE2026

JUST IN: 50% chance of Fed rate “cut” this year

@garyvee Amen!

Having compassion, sympathy, and empathy for your fellow humans is REQUIRED for your own happiness.

@amitisinvesting Wait until we have de capex numbers end of this month 🥶 BULLISH

WHY ARE THE SEMIS UP THIS MORNING? Well…a hyperscaler called $META just reminded the market how much they are willing to spend on capex: - Meta plans to double its AI computing capacity to 14GW in 2027 and begin manufacturing its in-house Iris AI chip in September, according to Reuters citing an internal memo. - The Iris chip, part of Meta’s MTIA program, is designed with $AVGO Broadcom and manufactured by $TSM TSMC, with the goal of reducing reliance on $NVDA Nvidia and $AMD GPUs. - Meta has also secured long-term supply agreements with Samsung (memory), $SNDK SanDisk (flash storage), and Sumitomo Electric (fiber-optic equipment). Once again, the market remembers how much Big Tech is willing to spend and how serious they are about creating their own custom silicon. Trump saying that Iran wants a deal last night + META getting ready to spend even more on capex is likely why the semis are starting to recover.

@RealMattMoney What’s your PT Matt for 5 years out?

$RKLB is a good buy here at $84-$85. May dip its toes into the $70s and lots of folks gonna point, giggle and say I told you so, but we’ll see who is giggling in 5 years.

@clintoptions They waited for sub $x100 😂

$PLTR almost back to $140. Can't believe more people didn't buy the dip.

@TheRealBirnbaum Exactly!

Chips are trading like penny stocks because no one can believe this is possible. $AMD is up 400%+ on an inflection point that hasn’t even happened—and investors are selling? The majority of the market is certain that we’re headed toward catastrophe. Meanwhile AI continues going vertical.

Imagine how the people who sold their stocks at the front of the AI revolution will feel in a few years knowing they missed the chance of becoming filthy rich!

Bought more $NBIS! Anyone else?

@StockMKTNewz The buildout continues! 👌

Amazon $AMZN just announced plans to raise more money by selling debt Amazon is selling the debt in 8 USD denominated traunches ... the size and pricing of the offering has not been disclosed yet

@amitisinvesting Great news Amit!

$PLTR PALANTIR EXPANDS THEIR PARTNERSHIP WITH GNP SEGUROS, THE LARGEST INSURANCE COMPANY IN MEXICO. Mexico's largest insurer will leverage Palantir for: - detecting claims fraud - sharpening their underwriting precision - processing claims more effectively - bringing high-quality insurance coverage to people in Mexico. International expansion continues.

Who’s buying $NKE ?

$RBRK was an easy buy @ $50!