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쭈꾸냥이
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쭈꾸냥이
@Jjukkunyang
$IREN $RKLB $TSLA $IONQ 꾸준한 투자자 쭈꾸냥이
Katılım Mart 2026
337 Takip Edilen495 Takipçiler
미국-이란 전쟁 종전이 의미하는것
1. 트럼프 생일(6/14)에 맞추어 전략적으로 종전선언
: 내가 전쟁 끝낸것이다
2. 6/17-18 FOMC “금리인하 가능성 UP"
: 유가 떨어지고, 전쟁 끝나고, 이렇게 고용지표가 좋아. 판은 내가 깔아줄테니 결정은 너가 해
세바경 ⚡️@Sebagyeong
미국-이란 전쟁 종결 ‼️ 하나의 불확실성 & 악재가 해소되었네요
한국어
下一只十倍会是谁呢？
第一波（半导体）：NVDA、ARM、AMD、AVGO, INTC, TSM
第二波（存储芯片）：MU、WDC、STX、SNDK
第三波（光模块/光通信）：NOK、LITE、COHR、AAOI, GLW, CIEN, MRVL
第四波（AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL
第五波（网络设备）：ANET、AVGO、MRVL、CSCO
第六波（电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST
第七波（原材料/稀土）：MP、USAR、UUUU、FCX、AA
第八波（太空航天）：ASTS、RKLB、LUNR、PL
第九波（终局应用）：TSLA、PLTR、SYM、SERV
中文
下一只十倍会是谁呢？
第一波（半导体）：NVDA、ARM、AMD、AVGO, INTC, TSM
第二波（存储芯片）：MU、WDC、STX、SNDK
第三波（光模块/光通信）：NOK、LITE、COHR、AAOI, GLW, CIEN, MRVL
第四波（AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL
第五波（网络设备）：ANET、AVGO、MRVL、CSCO
第六波（电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST
第七波（原材料/稀土）：MP、USAR、UUUU、FCX、AA
第八波（太空航天）：ASTS、RKLB、LUNR、PL
第九波（终局应用）：TSLA、PLTR、SYM、SERV
中文
$IREN
지난주 6/11-12
Large orders 가 엄청 쌓임
이번 미국-이란 종전에 힘입어 이번주는 장세가 좋을듯 하네요 😊
케빈 워시 형님이 통상적인 사고만 한다면요,
BoltEdge ⚡️@Edge_Bolt
$IREN Hmmm heavy accumulation Thursday and Friday of last week. I think this carries over into next week. I think we finish 70-76.50 next week.🤷🏻♂️
한국어
🚀 New Trade Idea: $RKLB
📅 June 14, 2026
✅ Entry: $102
🎯 Target: $122 - $142
📈 Upside: 20% - 40%
The space economy is entering its next growth phase. With a rapidly expanding backlog, strong momentum in defense and national security programs, growing space systems revenue, and the highly anticipated Neutron rocket expected to unlock a much larger addressable market, $RKLB remains one of the highest-conviction names in commercial aerospace.
Market pullbacks create opportunities. Execution creates returns.
Patience pays.
English
$IREN — We need to break that stubborn resistance at $70 to unlock triple digits on this bastard.
And I want triple digits.
chad.@chad_ventures
$IREN weekly Backtest of the Tenkan + Kijun After forming a bullish Katana Will it thus finally manage to break the $64-$69 resistance zone soon?
English
Neoclouds: Datacenter Activism
With alot of activism against datacenters, even in the pro business state of Texas, I believe what we are seeing leverage being transfered from who bring the business to who bring the power.
Prior to the AI power boom, governments would often need to incentivize businesses to build factories or other power consuming infrastructure in their jurisdictions. Now for future grid interconnections, Governor Abbott of Texas is looking to make datacenters pay the cost.
$IREN's current energized sites in Childress and SW1 already have grid interconnection so their doesn't need to be payment for those but hopefully $IREN's batch 0 sites are grandfathered in.
Now, if this is datacenter activism in pro-business Texas, its very likely that other states will increase cost and standards of datacenters. Now, America will always allow datacenters to be built to to stay in the AI race, but the cost will go up and the government will look to take a bite of revenue. There's no easier place to take a bite than the base layer of power.
Look for grid expansion costs to be passed on and standards to be raised for BTM. This is beneficial for those with existing grid secured power like $IREN.
Shanu Mathew@ShanuMathew93
Sign of the times. Even Texas pushing back on data centers. Gov. Abbott directed PUC + ERCOT to: → Make data centers pay 100% of their own grid interconnection costs (zero cost-shifting to residential ratepayers) → Initiate action to cut residential transmission bills by July 31 → Submit a joint memo on what else they can do by July 17 And he's pledging to push legislation next session to: → Repeal data center sales tax exemptions → Mandate closed-loop water cooling → Require annual electricity + water usage reporting → Enforce setbacks and noise rules near communities
English
If $NBIS and $IREN double ONCE MORE this year, do you plan to sell?
Or do you think they will still be worth holding when $NBIS hits $450 and $IREN $120?
English
I believe the probability is higher that:
$NBIS goes to $400 than stays at $232.
$AAOI goes to $400 than stays at $170.
$RKLB goes to $250 than stays at $102.
$OUST goes to $100 than stats at $39.
$IREN goes to $150 than stays at $59.
$ONDS goes to $80 than stays at $9.
$CIFR goes to $65 than stays at $24.
$PL goes to $80 than stays at $31.
We are living in the exponential era.
The doubt is loud. The data is louder.
-BP
Please note: This is NOT financial advice.
English
$IREN
Hmmm heavy accumulation Thursday and Friday of last week. I think this carries over into next week. I think we finish 70-76.50 next week.🤷🏻♂️
English
$IREN
Let me be clear. This is not a $100 stock.
The structure has developed, and the picture is considerably more bullish than that.
Two phases down, three to go and the most powerful move in this trend is still ahead.
This is closer to a $150 stock.
English
Elon's Terafab is calling for a lot of semiconductor equipment.
Note: Elon said 80% of Terafab's output will go to space and 20% to terrestrial.
Based on my findings, these are the companies supplying equipment to Terafab, are expected to, or may in the future through being a partner in SpaceX supply chain:
ASML $ASML
HPSP $403870.KQ
Hanmi Semiconductor $042700.KS
Koh Young Technology $098460.KQ
Lam Research $LRCX
Applied Materials $AMAT
Tokyo Electron $8035.T
KLA $KLAC
Samsung Electronics $005930.KS
NFA. Leave suggestions in replies below.
English