The Tech Investor

Nearly 50% of these companies doubled or tripled since April 2025 including 3 trillion dollar companies: 1. $MSFT +17%🟢 2. $NVDA +126%🟢 3. $AMZN +55%🟢 4. $GOOGL +134%🟢 5. $META +35%🟢 6. $AVGO +191%🟢 7. $TSLA +59%🟢 8. $TSM +179%🟢 9. $PLTR +97%🟢 10. $NOW -36%🔴 11. $AMD +314%🟢 12. $CRWD +40%🟢 13. $ANET +180%🟢 14. $APP +107%🟢 15. $AXON -20%🔴 16. $DDOG +48%🟢 17. $TTD -46%🔴 18. $MPWR +242%🟢 19. $DUOL -64%🔴 20. $HIMS +20%🟢

🚨 "We’re building one of the world’s largest AI cloud platforms." $IREN CEO Dan Roberts

@Preppytrad Anytime

@TheTechInvest Thank you

$IREN most recent data centers are: Childress (750MW): 2023 Sweetwater (2GW): 2025 Oklahoma (1.6GW): 2026 By approximately late 2026 or early 2027, I expect announcing building two new data centers in Australia. The market is watching adding 1.4GW plus Australia expansion, which is no longer a rumor.

@bartpuma01 Sooner or later

@TheTechInvest Rerate time bro! $200! 💰

@MarketInvestorX 💪

@TheTechInvest $IREN IS ON THE MOVE BETTER BUY A TICKET BEFORE THE DOORS CLOSE

@AbhiRanger107 I believe something huge is cooking! To be honest, SW1 was everything to me because the demand is extremely obvious. Yet, I expect a deal!

@TheTechInvest We gotta hear new announcement next week! Excited for the earnings day!

@Preppytrad It depends on how and when they use it. Jumping to the conclusion and assuming it’s an absolute bearishness is an absolute dogmatic view. I would have said that $IREN did 15x after its $1B ATM when market cap was $1B but I would prefer to wait.

@TheTechInvest What do you think of $IREN's current ATM? Will it be dilutive and tamper near-future returns? Thanks for sharing your trades and your thoughts @TheTechInvest!

@LukasFrije1re @FerducciX I did

@TheTechInvest @FerducciX Getting 2x prepayment % than $IREN is smart But you wont talk about that shiller

Another protest against $NBIS? For the sake of God, can anyone tell $NBIS to stop building data centers in residential areas?

@SmallCapSnipa A big challenge for $IREN to be honest.

@TheTechInvest Sweetwater prepayment will be gargantuan

$NBIS RECEIVED 40% PREPAYMENT FROM MICROSOFT Nebius just disclosed that’s Microsoft provided $6.95 billion upfront prepayment under their latest agreement AI Infrastructure providers are gaining leverage As hyperscalers race to secure AI compute capacity, contract terms are becoming increasingly favorable for cloud providers

@FerducciX Just stating the obvious. Building DCs in residential areas is not smart.

@TheTechInvest can anyone tell @TheTechInvest to stop bashing $NBIS...sound like a inferiority complex by you

@LoseMyPain @theallinpod This Thursday quarter is Q3

@TheTechInvest @theallinpod This quarter is Q2, bro. Non hyperscaler deals are better.... bigger margins

In Q2, $IREN new deal candidates were: 1. $AMZN 2. $GOOGL 3. $xAI 4. Anthropic This quarter, the only candidates are Anthropic and OpenAI Dan’s can’t comment answer in his interview with @theallinpod was a bit telling. Anthropic expansion in Australia + $IREN recent job listings in 2 locations in Australia suggest a potential deal. Given that $IREN is (1) the only vertically integrated neocloud in the sector with nearly 2GW including 1.4GW just energized, and that (2) half the US data centers in 2026 are expected to be delayed or cancelled per Bloomberg, $IREN has a strong negotiating power that would make signing new deals with better economics highly likely.

@danielisdizzy @theallinpod $IREN needs a deal + clarity on the software capabilities + Australia expansion + the multi GW pipeline + its potential $NVDA partnership to develop the software capabilities and the standards of building data centers in the sector.

@TheTechInvest @theallinpod All $IREN needs is a deal with Anthropic

@DomariusRaines @theallinpod Exactly

@TheTechInvest @theallinpod Agreed, when that question was asked previously, Dan mentioned that they have capabilities in-house for Software solutions but they don't talk about it. It will be interesting to see how its monetized or if they use a 3rd party.

@DomariusRaines @theallinpod The interesting thing is that unlike hyperscaler customers, this deal would require software. I expect more clarity on the software side this Thursday.

@TheTechInvest @theallinpod I also remember that Kent Draper stated on the Feb 5th conference call that IREN is also in negotiations with Non- Hyperscaler counterparties. Just saying they hinted then too.😏😏

@CoachKG25 @theallinpod I guess the majority prefer Anthropic over OpenAI

@TheTechInvest @theallinpod Hope it is not open ai

@King_James_Kim @theallinpod Nothing confirmed we’re just predicting based on the information we have.

@TheTechInvest @theallinpod 가즈아

@StockMeetUps @theallinpod Probably

@TheTechInvest @theallinpod Anthropic Models are trained on $AMZN Chips, so there will be a combination of Anthropic + Amazon in the deals.

@TheBigDegen @theallinpod @AnthropicAI Agreed Elon lawsuit against OpenAI is a real risk plus Anthropic staggering growth just shows how unique it is compared to the former.

@TheTechInvest @theallinpod I would love a big deal with @AnthropicAI 🔥🔥🔥