Haris invest

$PL WOHOOOOO! If I am honest, this is 99% Gemini. I uploaded all my frameworks and told it where to pull data from. It told me I had to buy it based on my methodology. I wanted to own space, so I listened Frameworks work. AI works.

@Bare_Birk 👀👀👀👀

4 new jobs added to $Iren today! (17.03) Description below (one is interesting👀)

@SJCapitalInvest I know😂

@OMCapitalGroup I’ve been flagging since Jan haha

$OSS Reports earnings tomorrow before open. I covered my expectations in my space on March 8. 6 min clip here to understand why we are excited about this one. Earnings preview at 3 min 50 seconds. *Note we are up 25% since this space was recorded 🔹

@lasse108 $NUAI

Does anyone have a good trade and/or investment that I can make with a shorter time horizon? Common stock only, can be a binary event.

@DollarCostAvg @grok Let’s goo💪🏼💪🏼

$IREN IF CLOSE TOMORROW ABOVE $45 and BULLS TAKE CONTROL. I will give away $400 USD (10 Shares of $IREN To one of the follower) Comment below 👇. @Grok pick a random winner of $IREN price closes above $45 tomorrow ✅

@lasse108 Congrats man🫡

Apparently we just keep going up

@SJCapitalInvest Big portion of your portfolio?

🔷 The Next Official S&J Buy call is $OUST 🔷 Bottomline: This stock is mis-priced by ~3x S&J Asymmetric Framework Pillars: 🔷 Cheap comped to peers ✅ 🔷 Rapid revenue Ramp ✅ 🔷 Sector Strength ✅ 🔷 Profit Inflection ✅ It's not QUITE as "explosive" as the $AMPX was because $AMPX was growing 200% YOY, but the floor here is high and the business is incredibly clean. 🔷What does $OUST do and why is this a monopoly in the making 🔷 For "Physical AI" to scale (think automated warehouse robots, defense drones, and smart city grids) machines need to see in true 3D. Legacy lidar was built using hundreds of fragile, hand-wired lasers that broke easily under industrial vibration and cost a fortune to assemble. Ouster put the entire lidar system onto custom digital silicon chips. They turned a fragile optics into a cheap, rugged, mass-manufacturable semiconductor. They solved the physical vision bottleneck for the robotics industry, and because it's built on silicon, their manufacturing costs come down exactly like computer processors do. 🔷 The Mis-Pricing Math 🔷 So EV/Sales gives you an idea of how expensive the company is valued based on its growth against its total value. Enterprise Value (EV) is like Market Cap but it takes into account debt or cash to get a more complete picture of the company health. A company with debt becomes more expensive and one with cash becomes cheaper. 🔷Takeaway: $OUST is deeply mis-priced🔷 The Aeva ( $AEVA) Disconnect: The market is paying a ridiculous 40x+ premium for a company doing 1/9th the revenue of Ouster while burning over $100M. The Innoviz ( $INVZ) Trap: It looks cheap at 2.4x, but their margins are terrible (20%), and they are structurally unprofitable. The Ouster ( $OUST) Reality: They have 3x the revenue of Innoviz and nearly 10x the revenue of Aeva. They are the only one with 60% software-like margins and positive EBITDA, yet they are trading at a highly compressed 5.6x multiple. 🔷Valuation Headlines: High Floor🔷 $OUST is printing positive EBITDA but trading more than 8X cheaper than $AEVA per the last 12 months revenue. $OUST is growing at 52% YOY, completely dwarfing $INVZ, a direct comp, and doing it with a $211M cash pile and zero long-term debt $OUST has over 3x the revenue of either company so its growing off a larger base ...This does not make sense 🔷Re-Rate Math: ~ 3x🔷 If you just put $OUST at a standard 15x Physical AI multiple it re-rates to +$75 a share, it closed yesterday at $24.75. I do not necessarily think this is 3X this year, but a double is certainly on the table. Outside of global disruption (which is a real risk btw...) I don't see how we end the year backwards, and that is really what I am looking for to deploy capital aggressively in a concentrated position There is no way a stock in this sector growing at 52% YOY solving a physical AI vision bottleneck stays at a discount. I will be here for the re-rate 🔷

@SJCapitalInvest $OUST 👀

I believe I have a new buy call. Digging deeper tonight and will write it up tomorrow if it checks out.

@anandragn Bullish for $IREN?

$NVDA investing $2B in $NBIS as part of a strategic partnership to expand the AI cloud infrastructure.

@SJCapitalInvest $KRKNF ?

I guess I discovered $coda a week too late…. Still early? Starting to look into this. Obviously it’s been running. I wish they were growing a bit faster on that small of a revenue base but the margins are strong, already profitable. Great sector 🔹

@IversAudun Fin analyse av selskapet her til de interesserte! x.com/sjcapitalinves…

Batterier. Droner. Gjennom dødens dal. Skalerer. Crazy one, liten, hos oss. Men Verdt å analysere. Bra deck på hjemmesiden

@SJCapitalInvest Legend🫡

$AMPX IF YOU TOOK THIS RIDE WITH ME LET ME KNOW!! Do me a favor and drop me a good GIF on this post. These are my favorite days because my comments are flooded with people making money. Doesn’t always work this way so we gotta celebrate it! I live for that.

@FL0WG0D @SJCapitalInvest

$AMPX - $1 million into these calls. 54% OTM

@framtiden @Bare_Birk Tålmodighet🙌🏼

@Bare_Birk Bra med progresjon om dagen, men savner kontrakter. All bark, no bite?

$IREN kjøper flere GPU-er, og øker deres ARR til 3,7B fra 3,4B! Lanserer også en ny ATM, som markedet reagerer negativt på (2%AM). Som jeg skrev i min analyse kan Iren håndtere disse modellene i deres air cooled datasentre. Gode marginer på disse for Iren, med redusert capex.

@Bare_Birk Om folk bare visste om potensialet til IREN

@IREN_Ltd @nvidia "Scaling to 150,000 GPUs positions IREN among the largest AI cloud infrastructure providers globally and underscores the strength of our vertically integrated platform." Daniel Roberts

To meet growing demand for our vertically integrated offering, $IREN is expanding to 150,000 GPUs with the addition of 50,000 @NVIDIA B300 GPUs. Time-to-compute is increasingly important in today’s AI Cloud market and this expansion positions $IREN among the largest AI infrastructure providers globally. More details: iren.gcs-web.com/static-files/4…

@Bare_Birk Let’s gooo

Da er den ferdig!🔥 open.substack.com/pub/barebirk/p…

@ShipandOil @Bare_Birk

diversification, have joined @Bare_Birk and purchased $IREN and $NBIS today. Let’s see in 6 month’s ⭐️ Top shipping pick is $CMBT

@TheJohnDorff @FransBakker9812 Great job John🙌🏼

So… This morning, @FransBakker9812 DM’d me with a question: “Can you go to McAlester, OK today?” Turns out, I could go. Here’s my report: Pittsburgh County hosted a meeting in McAlester, OK, on Tuesday afternoon to discuss a proposed tax abatement for Iren ($IREN), a data center company. The committee was comprised of representatives from all the taxing entities in the county and was presided over by one of the county commissioners. $IREN sent Vice President of Operations, Giles Walsh, Head of Data Center Operations, David Shaw, and Jason Date from the commercial team. (It was great to meet them!) The attorney for the county briefly outlined the tax increment financing (TIF) process, which would provide a tax break in exchange for investment and job creation. And, he submitted draft proposals for Iren and the committee’s review. An estimate presented by $IREN indicated the project could generate revenue equal to 25 percent of the county’s current total. There was some discussion about the project having 3 phases, with Phase 1 being 600MW, of the total 1.4GW for the project. The committee didn’t make any decisions about the project. The atmosphere remained calm, with no apparent conflict. The next committee meeting is scheduled for April 6. Two public hearings will follow. If approved, the committee’s recommendation will go to the county commissioners and all other taxing bodies for final approval.