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Oli
10.7K posts
Oli
@OInvests
MA Economics | Treasury | Thematic investing: AI infrastructure, Defense, Space | Core: $IREN $NBIS $VRT | Building: $MU $RKLB $ASTS $PLTR $KRKNF | $BTC $MSTR
Katılım Ağustos 2025
311 Takip Edilen2.5K Takipçiler
Came out the office to a red screen 😂
Had my suspicions.
What did Warsh say? 😭
Oli@OInvests
Markets are green heading into today’s CPI print. I don’t know what could go wrong.. 😂 Warsh will be speaking today. The key element really is that he signals the impossibility of rate hikes through 2026. We really do want the idea of rate hikes to be taken off the table.
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$NBIS : Strong rejection at 50 SMA
As stated previously.
$140-160 is a possibility.
Oli@OInvests
$NBIS : $140-160 is a possibility. Yesterday $NBIS closed below the 50 SMA after failing to reclaim. Volume was heavy in the selloff. The 21 and 9 EMA are curling down. Support sits in 160s, the 150 SMA sits at $142. The company hasn’t changed but I do think from a technical perspective there’s possibility to see $142-160.
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@adrianstockss The news is the cause of the selloff (albeit I think the market is reading this wrong) but TA front ran the potential outcome. What I’m saying here in the TA tho is due to today’s rejection of the 50 SMA the likely outcome here is more downward action.
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@OInvests Why does a news related selloff discount your claim of 50 Ma as means of price action rejection ?
Idk feels like saying when price reaches 50 ma and "bounces" of it but price moved 10% because of earnings
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@LiebermanAustin @OInvests Sounds like Austin here was trolling since he got upset that you used his own words against him lol
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$NBIS : something tells me Austin is still being patient.
Austin Lieberman@LiebermanAustin
When and how I’ll build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% I’ll then have 6% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter
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Oli retweetledi
🚨 New York Governor Kathy Hochul just signed a one year moratorium on new large scale data centre construction.
Any new data centre consuming 50MW or more of power - permit frozen for 12 months.
New York becomes the first US state to enact a statewide freeze.
This is exactly why secured, permitted, grid connected power is the most valuable asset in AI infrastructure.
$IREN’s position:
5.8GW total secured capacity.
810MW operational.
2,100MW under construction.
1,600MW in development.
All in deregulation friendly, energy abundant grids - ERCOT Texas, SPP Oklahoma, British Columbia and South Australia. Complete immunity to New York’s regulatory freeze.
They own the land. They own the substations. They own the electrical infrastructure outright. No new permits required to scale.
You cannot build what $IREN has built overnight. You cannot build it in a year. In some states - you cannot build it at all anymore.
The regulatory moat just got wider.
Long live Queen $IREN
NFA
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Oli retweetledi
Jevons Paradox.
25x more efficient GPUs don’t reduce demand for AI infrastructure.
They make AI workloads cheaper to run, which brings more customers, more training runs, more inference at scale.
Every efficiency gain in computing history has led to more total energy consumption. Not less.
More efficient chips = lower cost per compute = demand explodes = power requirements increase.
Bullish for the infrastructure layer.
$IREN $NBIS $VRT
NFA
NVIDIA@nvidia
⚡ Performance per watt is the foundational metric for every AI factory today operating in a power-constrained environment. 🧵
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@OInvests Very controversial indeed.
Game is definitely far from over.
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@OInvests Massive game!
I want Spain to win, but see the French having alittle too much fire power in that special player Mbappe
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@LiebermanAustin Also I’m not dunking I just found that post funny back then and I find it equally funny today. No dunking here 👊🏽
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@LiebermanAustin What am I not telling the truth about? I quote tweeted your post?
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Okay bookmark this. And check back in 1 year. Share it so everyone can dunk on me
As a whole my thesis is that Neoclouds are commodities and will see more multiple compression
From today’s prices for the next 12 months
$MU $META and $NVDA
Outperform
$NBIS $IREN and $CRWV
Austin Lieberman@LiebermanAustin
$NBIS down while $MU is up. The Neo-cloud opportunity is over They were a temporary solution for hyper scalers to ramp up compute but it makes way more sense for them to build their own. So there will still be neoclouds but their market opportunity (and multiples) will be way lower than everyone got hyped about.
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@FinnStockinger What happened with $AAOI ? I don’t hold but have a large position in $ASTS
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@MB_Hogan @nikitabier You should be honest if you’re trying to dunk on me. You’re referring to this tweet when $NBIS was around $110.
But then I built it to a 10% position around $80 and ended up selling at $229 for a 172% gain.
Austin Lieberman@LiebermanAustin
When and how I’ll build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% I’ll then have 6% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter
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Hey @nikitabier it would be awesome to have the price be static (at the time of post) when we use “$”
For example when I say $NBIS will be lower 1 yr from now, the post should keep today’s price so when people check back in a year, they can see I was right.
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Oli retweetledi
@babyfolio @LiebermanAustin Bro if $NBIS ever seen 30 again we’d have more to worry about than the stock market 🤣🤣
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@danhinvesting So am I mate. So am I but it’s nice to have a base in the background also 😂
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