Daniel Pinheiro

Dear followers, I would like to remind everyone once again that scammers are using my Twitter profile picture daily to create fake profiles and then try to trick people into promoting their fraudulent products. Be aware of these scams that are circulating.

$IREN There is a double top and negative divergence formation, but it still has not taken a clear stance. I hope it can use this setup as a fakeout and turn it into a different bullish structure

$NBIS is approaching the high-probability zone. This post will make a lot more sense in a few weeks.

$RUM is getting interesting👇😲 CEO Chris Pavlovski just highlighted recently that more major AI compute deals could be coming after their big Together AI partnership and the Northern Data acquisition. Meanwhile, short interest sits at a crazy 34% according to Fintel. High conviction bet on AI infrastructure or a short squeeze setup ? Key Highlight: Current market cap is very low relative to this $3B+ revenue potential at scale creating a compelling risk/reward setup as execution ramps. Rumble is my biggest AI datacenter position. I can wait.... shorts not... they have to pay a fee everyday

$IREN Gamma Exposure Levels

$IREN has lost approximately 42% from its June 2026 peak. The daily MACD has finally stabilized and appears to be near its bottom.

$IREN I like it a lot here.

$RUM is my next big winner, just like $BB. The stock is currently trading for free relative to its growth potential. Based on a $3 billion annual revenue run-rate in 2027, it could easily trade in the $20s. This is a clear GEM! Do your own DD.

$FNUC big buyers around 1.64 Note: Huge catalyst next month 👇 Maiden Mineral Resource Estimate (MRE) on track for mid-Q3 2026 completion, representing a significant milestone

$NBIS has received $NVDA Spectrum-6 102.4T Ethernet switch which is now being tested at its Finland data center. The early access lets Nebius validate the networking stack before it reaches customer workloads.

Good news for $NBIS $IREN $RUM

$IREN pushing higher

$RUM at $6 is trading for FREE !!!

$RUM Trading at BARGAIN prices when compared with $NBIS $IREN June presenation: - Near Term Opportunity: $3+ Billion Annual Revenue with 250MW Targeting 2027 RFS - RUM Group trades at a fraction of the multiple of its peers with a $3B+ annual revenue opportunity based on its 250MW of 2027 power 👇

$META just increased its announced investment in Richland Parish AI campus from $10B to over $50B, expanding the site to 5GW of compute capacity. Sounds like something a company with "excess compute" would do.

$RUM RUM Group (Quake AI) : Massive AI Infrastructure Upside at a Discount 🚀 imho Post-Northern Data acquisition, Quake AI runs ~22,000 H100/H200 GPUs (utilization ~85%). 2026 guidance: €170–190M revenue. At full capacity on ~250 MW power (target 2027), $3B+ annual run-rate revenue potential via higher-density Blackwell/future GPUs (~$11M+/MW). Margin Drivers: 1 - Operating leverage on fixed GPU/power assets. 2 - Efficient low-cost power (e.g., ~$0.08/kWh sites) + owned data centers. 3 - Premium next-gen GPU mix and contracted demand ($270M+ deals). 4 - Q1 2026 Adj. EBITDA ~€24M on €43M revenue shows strong flow-through. Honestly, the current market cap is very low relative to this $3B+ revenue potential at scale creating a compelling risk/reward setup as execution ramps. Power moat + AI demand tailwinds = exciting setup. With a ~$2.7B market cap (recent trading around $6–7/share range) and a potential $3B+ annual revenue run-rate at full 250 MW capacity (per company materials), it trades at roughly 1x or less that future revenue potential, while its peers trade at 2.1x–3.5x (or higher) forward or potential revenue multiples Thoughts on RUM? DYOR im long on RUM

$RUM Stay calm and relax. Rumble/Quake AI stands out as one of the more attractive smaller AI datacenter plays thanks to its strong GPU and power assets, solid strategic backing, and clear growth runway at a reasonable valuation. It could be one of the most undervalued names in the micro/mid-cap AI infrastructure segment. The recent price pressure on low volume looks like classic accumulation before a potential breakout. That's just how algorithms operate, they're always trying to fool retail investors.

Dividendo você não ganha por valor aplicado. Dividendo você ganha por quantidade possuída. Então quanto mais quantidade de ações você tiver, maior representatividade vai ter a tua renda mensal. Luiz Barsi

$IREN Strong close in a strange session. Nice breakout on the 4h time frame.

$RUM Bottom chart setup. MACD is curling up. Breakout watch over $6.61

$IREN Every major rally started the same way. Higher lows. Lower highs. Compression builds. Expansion follows.