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BoltEdge ⚡️

BoltEdge ⚡️

@Edge_Bolt

Emotionless in volatility. Patient when others panic. I sell fear for a living. Stock market manhandler. Options Market Analyst

Florida, USA Katılım Haziran 2025
1.2K Takip Edilen1.4K Takipçiler
🐅hassytrades
🐅hassytrades@hassytrades·
$IREN WE ARE MOVING TOWARDS THE RIGHT DIRECTION.
IREN@IREN_Ltd

IREN has entered into a $1.6bn purchase agreement with Dell for air-cooled Blackwell systems to support its previously announced 5-year, $3.4bn managed services AI cloud contract. The systems are expected to be deployed across existing data centers at Childress, Texas, with commissioning targeted for early 2027. Upon commissioning, the AI cloud contract is expected to increase IREN's annualized run-rate revenue (ARR) from $3.7bn to $4.4bn. @danroberts0101, Co-Founder and Co-CEO of IREN commented: “Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything. Hyperscalers, enterprises and developers choose IREN as a partner because we own and control the full stack - the physical infrastructure, the compute, and the operational capability to deploy at scale. Our relationship with Dell ensures access to hardware at the scale and speed the market demands. Every deployment we complete makes the next one faster, and that compounding execution advantage is what we are building.” Learn more: iren.gcs-web.com/static-files/6…

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The Tech Investor
The Tech Investor@TheTechInvest·
🚨BREAKING: $IREN HAS ENTERED INTO A $1.6B PURCHASE AGREEMENT WITH $DELL FOR AIR-COOLED BLACKWELL SYSTEMS TO SUPPORT ITS PREVIOUSLY ANNOUNCED 5-YEAR, $3.4B MANAGED SERVICES AI CLOUD CONTRACT
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Hunter Allen
Hunter Allen@HunterAllen4·
$CPSH $MNTS Both exploded higher. $CPSH +85% $MNTS +110% Both can see 35-45$ next few months. Both were given to x subscribers over the weekend 80-100% cheaper. I spend the time researching. You just subscribe for 1$ I also post winners publicly for everyone paying attention. Now let’s talk about why these 2 names were interesting early: $CPSH quietly evolved from a simple US AlSiC materials play into a multi-thesis infrastructure bet. Then the real signal appeared: As of last week, the $NASA ETF reportedly held ~1.8M shares of CPSH. That matters because $NASA is currently the only pure-play space ETF offering indirect pre-IPO SpaceX exposure. Meaning: Every incremental dollar flowing into $NASA for SpaceX hype potentially forces additional buying pressure into holdings like CPSH. That flow dynamic becomes extremely interesting if SpaceX IPO speculation accelerates into June. But why does CPSH even belong in the portfolio? Because it sits directly inside multiple strategic bottlenecks: • US / Western AlSiC supply chain hedge • Defense + aerospace thermal management • Satellite and avionics packaging • AI power semiconductor cooling • Grid + rail electrification infrastructure Existing customer exposure reportedly includes: $LMT $RTX Northrop General Dynamics NASA US Military programs And fundamentals have been improving: • Record FY2025 revenue: $32.6M • Q4 revenue grew 39% YoY • Gross margins recovered sharply • New $4M hermetic packaging order • Navy SBIR extensions continuing • Potential ballistic shield opportunities for Navy destroyers Now combine all of that with AI power density trends. As next-gen AI racks push toward multi-thousand watt thermal loads, advanced cooling substrates become increasingly important. That angle alone could become an entirely separate rerating thesis. Then there’s $MNTS. Another name tied directly into the expanding SpaceX rideshare ecosystem. Momentus is building orbital infrastructure services: • Orbital transfer vehicles • Hosted payload systems • Satellite deployment infrastructure • In-space logistics And nearly the entire model currently rides on recurring SpaceX Falcon 9 Transporter missions. Recent momentum: • Vigoride-7 launched successfully on SpaceX Transporter-16 • Payloads included NASA, DoD, and commercial customers • Vigoride-8 already fully booked for 2027 • Revenue guidance implies ~9x growth in 2026 2025 revenue: ~$1.1M 2026 projected: ~$10M That’s hypergrowth territory if execution continues. Additional positives: • Debt largely cleaned up • ~$23-26M cash runway • Government contract pipeline expanding • DARPA / NASA / DoD exposure growing • Cleared for sensitive government work Both names are still highly speculative microcaps. But the broader themes are obvious: Space infrastructure. Defense. AI thermal bottlenecks. Satellite scaling. Critical domestic manufacturing. The market is starting to chase these narratives now. Subscribers got them before the crowd. $SPCX $LAES $QBTS $FLY $SATL $RKLB $ASTS $RGTI $INFQ $SIDU $DRAM $VOYG
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BoltEdge ⚡️
BoltEdge ⚡️@Edge_Bolt·
@Alleninvests @marksotoges I would live in a apartment for 6-12 months. Then you can buy a paid off home with more assets! Simple math! I just sold off most of my clothes, my dog, wife, kids for more shares. You hear me @danroberts0101
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Allen B.
Allen B.@Alleninvests·
Should I just sell my house and put it into $IREN
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Flow God
Flow God@FL0WG0D·
$4.3 million into these $IREN calls
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Peter DiCarlo
Peter DiCarlo@pdicarlotrader·
After months of waiting on $IREN 33FVB, it finally flipped green. Bull Cycle is Back. Send it 🚀
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🐅hassytrades
🐅hassytrades@hassytrades·
$IREN Swing is doing nice, congrats all Hoping for 70+ this week if markets stay strong IMO
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Berlin
Berlin@Berlinjlhe·
@Edge_Bolt I accidentaly bought a 1300$ $IRE position
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BoltEdge ⚡️
BoltEdge ⚡️@Edge_Bolt·
$IREN The stock that can save you from working the rest of your life. If you are swift to enter before the deal. You were warned.
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BoltEdge ⚡️
BoltEdge ⚡️@Edge_Bolt·
@LCdu42F Better to do something you love your whole life before it’s too late…
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Mike Alfred
Mike Alfred@mikealfred·
Someone big is walking CIFR up in the overnight market again. Whoever this is never seems to miss. Big week likely.
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BoltEdge ⚡️
BoltEdge ⚡️@Edge_Bolt·
@Samdanawich @AbhiRanger107 No the 1 year is bearish, 150-200. You are a little too bearish man. Do you know what happens when they expand to 10-20GW secured capacity?
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🐅hassytrades
🐅hassytrades@hassytrades·
$IREN Expecting strong continuation this week, over 58/60 we should see 65+ and potentially 76/80
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Mike Investing
Mike Investing@MrMikeInvesting·
This year I’ve already called out: $RKLB at $56 & is now up 148% $OSS at $7 & is now up 157% $AMD at $190 & is now up 152% If you’re looking for the next MASSIVE runner then look no further than these 3 stocks. $NOW at $100 & will be $180+ $IREN at $55 & will be $110+ $ASTS at $105 & will be $170+ Don’t miss your chance at the next round of generational setups. Save this for later…
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Kevin Xu
Kevin Xu@kevinxu·
which stock should i not go all in next?
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Lando
Lando@LandoInvests·
@Edge_Bolt bros gonna hunt me down 😂
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TheGentleTraveler
TheGentleTraveler@LeaderInvests·
European/ Canadian markets where open today there: 🔹- $ASTS went up +3% - €95.40 = $111 🔹- $IREN went up +5% - €51.99 = $60.53 🔹- $KEEL went up +9% - $7.24 = $5.42 🔹- $NBIS went up +9% - €194 = $225 🔹- $ONDS went up +6% - €8.46 = $9.85 Are we gapping up tomorrow? Let's see what we get tomorrow now we also got a deal with Iran, or better said another ceasefire for 60 days.
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