Asher

$IREN at under $50 and an 18B market cap at this stage of the AI infrastructure build out is absolutely ridiculous. I do wonder whether this is the last time we ever see $IREN under $50

$HOOD finally decoupling from bitcoin is very interesting to see today. $IREN and $CIFR not so much sadly. $BTC

Let me guess, $IREN and $CIFR open significantly lower tonight in overnight trading and then tomorrow morning because they’re still ‘bitcoin miners’ despite every indication otherwise. Just so dumb at this point

@ChrisCamillo Yeah! Popupbagels in NYC is incredible!

Skeptical of influencer-driven anything but dipping a piping hot bagel into a bucket of cream cheese hits.

JACK MALLERS RELEASED A VIDEO EXPLAINING HOW BITCOIN DEMONETIZES HOUSING AND DRIVES PRICES BACK DOWN FOR FAMILIES 🙌 MUST WATCH

The astonishing part is that the guy running the most resource-rich fund of “smart money” in the world, apparently didn’t see this coming until last Friday.

@fnveenie The thing is they seem to play better after being down in the first. Their worst games these playoffs have been when they've squandered leads. I could easily see a scenario tonight in which they're down say 2-1 or 3-2 going into the third, they tie it up and win it in OT

Like nearly every game in this series, Habs are going to have to weather a storm early in the game tonight. I hope they can lock down and keep the Sabres off the board early. A lot of the early goals have been self-inflicted due to poor clearing attempts and puck management.

How many $NBIS investors are looking at their portfolio and wish they bought more sub $100, and now have to worry they wished they bought more below $200? Nebius had a phenomenal run, congratulations. $IREN is below $55 Cope? Maybe. But if I'm right you will remember this tweet

Chris Camillo explains why investing is the only real path to generational wealth for regular people “I know what it’s like to have a regular job and to be capped. Don’t get me wrong at my regular job I was making a ton of money, like $250,000 a year but that was not enough for me. I was still capped” “I was like I either gotta go get some other random job and maybe it’s better or maybe it’s worse but I’m not going any higher in this job” “A lot of people are in that scenario but they’re capped at like $50K, $80K, $90K or $100K and they will never make more money than that, ever, for the rest of their life” “There’s only one way out” “If you’re a regular person with a regular job, the only crack that you have of building generational wealth is to come to terms with the fact that you can be a great investor” “By the way, you can just do it on the side and you can have fun with it. You don’t have to work with technicals. You don’t have to be this pedigreed Wharton grad. You don’t have to understand finance at all, especially in the day of AI” “All you have to do is figure out how to observe the world around you and connect the dots of change to companies that are either benefiting or being harmed by the change you see happening in the world around you”

@mikealfred Opposite story with $IREN today

The thing about $IREN is when it's green in the premarket it tends to end the day red. When it's red in the premarket it tends to end the day green. Looking bullish today!

Instead of watching a 2-hour movie, watch Warren Buffett’s most iconic 1 hour investing lecture.

Here are the robotics stocks grouped by segment Robot Automation $ROK – Rockwell Automation $ZBRA – Zebra Technologies $CGNX – Cognex $PATH – UiPath $PEGA – Pegasystems Medical Robotics $MDT – Medtronic $PRCT – PROCEPT BioRobotics $OMCL – Omnicell $SYK – Stryker $ISRG – Intuitive Surgical Industrial Robotics $TSLA – Tesla $HON – Honeywell $TER – Teradyne $LECO – Lincoln Electric Professional Robotics $OII – Oceaneering International $FARO – FARO Technologies Service Robotics $RR – Richtech Robotics Robot Software / AI $NVDA – NVIDIA $PTC – PTC Inc $PDYN – Palladyne AI $QCOM – Qualcomm Logistics Robotics $AMZN – Amazon $SYM – Symbotic $SERV – Servr Robotics $ATS – ATS Corp Defense Robotics $AVAV – AeroVironment $LMT – Lockheed Martin $BA – Boeing $TDY – Teledyne Technologies $TXT – Textron $ESLT – Elbit Systems $KTOS – Kratos Defense $NOC – Northrop Grumman $GD – General Dynamics $RTX – RTX Corp $LHX – L3Harris Technologies

You missed the memory $SNDK $MU trade You still have: $TSLA over 454 -> 465 -> 480 -> 500 $NOK over 16 -> 20 -> 25 $OUST over 36 -> 40 -> 50 $FCEL over 22 -> 25 -> 34 $NVTS over 24 -> 30 $MU over 820 -> 900 -> 950-1000 All you need is to hit one.

INSTEAD OF WATCHING AN HOUR OF NETFLIX TONIGHT. This 1 hour MIT lecture will teach you more about building real Generational Wealth than 20 years inside any hedge fund, investment bank or financial institution.

Why $NOK is my next 1000% play 🎯 Listen up, while everyone’s still chasing the same 5 AI names that are already priced to perfection, Nokia just quietly turned itself into the ultimate picks-and-shovels play for the entire AI infrastructure boom. And the market is finally waking up. Here’s why I’m calling this my biggest 10-bagger opportunity right now: • AI-RAN + NVIDIA partnership is the real deal. Nokia’s deep integration with NVIDIA (yes, the same NVIDIA that just dropped a massive stake) is turning radio access networks into AI-native platforms. This isn’t hype, it’s already live with BT, Elisa, NTT DOCOMO, Vodafone, and more. AI-RAN is the bridge from 5G to true AI-native 6G, and Nokia is years ahead. • Optical & data center explosion Q1 2026 just showed it: AI + cloud revenue up 49%. They raised their addressable AI fiber/hyperscale market forecast from 16% to 27% CAGR through 2028. Hyperscalers are spending like crazy on optical networking for AI clusters, and Nokia’s Infinera acquisition just supercharged their ability to win big. • Earnings momentum is insane Beat Q1 estimates, operating profit up 54%, gross margins expanding, and they reaffirmed full-year guidance while the AI tailwinds get stronger every quarter. Shares just hit a 16-year high for a reason. • Valuation still has rocket fuel Even after the run, Nokia trades at a fraction of pure AI plays. If it gets even a modest rerating to where AI networking peers sit (20-30x forward), we’re looking at $20–$30+ per share in the next 12-24 months , and that’s before 6G really kicks in. From here? That’s multiple 100%+ legs higher. 1000% over the cycle isn’t crazy when you’re the infrastructure backbone of the AI supercycle. This isn’t a meme. This is Nokia executing the biggest strategic pivot in its modern history, and the numbers are finally backing it up. I’m loading the boat. Are you in or still sleeping on $NOK

@atrupar Come on, really? He’s almost 80. That’s the hand of an old person

Trump's hand was looking pretty gnarly after he landed in China (Brendan Smialowski/AFP via Getty)

@Mr_Derivatives Similar story for $HOOD sadly

$SOFI nearing lowest daily close in almost a year. This one is surprising. Didn't participate in this massive melt up rally in broader markets...

Even if you were to ignore Tesla's progress on autonomy / Robotaxis, it looks highly likely Tesla will have a banner year for vehicle sales given the significant uptick in worldwide EV sales in the face of significantly higher gas prices $TSLA theglobeandmail.com/investing/pers…

The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very different business models: 1. $NBIS (Cloud Utility for the Agentic AI Age) $NVDA just chose Nebius as an architecture partner for the agentic AI era by co-designing AI factories with them, and the Rubin GPU access that comes with this partnership means Nebius gets the next-generation inference stack before almost anyone else in the market. At a $28B market cap, a 5GW power target and Nvidia’s engineering team embedded in the stack.. this is my favorite name in the neocloud category. 2. $IREN (Energy-to-Compute Engine of the AI Era) The dilution fear is real but the market is misreading it. IREN is not diluting to survive but diluting to scale into a $3.7B ARR target and the $9.3B in funding already secured through customer prepayments and GPU financing means the $6B ATM is optionality capital. The real bottleneck in AI infrastructure right now is power and IREN controls ~4.5GW of secured capacity while needing only ~500MW to support its ARR target by year-end. That 10x ratio of power capacity to near-term need is something no competitor can replicate quickly. 3. $CIFR (Landlord of the AI Utility Era) Cipher is not a pure neocloud but is a hyperscale infrastructure landlord signing decade-long leases to $AMZN AWS and $GOOGL while they fill the shells with compute. The AWS lease alone is expected to generate ~$700M in average annualized NOI for the next decade at nearly 100% NOI margins. Power-rich land is the scarcest resource in AI infrastructure and Cipher controls it with 600MW fully contracted, both facilities fully funded through non-recourse fixed-rate project debt and a 3.4GW development pipeline. 4. $CRWV (The Fragile Giant) CoreWeave’s demand backlog and revenue growth are very real but none of that matters if the capital markets close for even one quarter. Interest expense hit $388M in Q4 and management guided Q1 2026 interest expense to ~$550M which implies an annualized run rate above $2B before a single new data center comes online. The bull case requires capital markets to stay open, rates to cooperate, hyperscalers to honor take-or-pay contracts in full and construction to stay on time. That is a lot of dependencies in a macro environment where oil is approaching $100 and private credit is already showing signs of stress.