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@ZaZaStocks

stocks & sports 🐂📈

Katılım Aralık 2023
584 Takip Edilen128 Takipçiler
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Prof
Prof@TheProfInvestor·
Bit harsh but I am going to say it. If your portfolio is not making new highs every week, you're doing one of these things: - Focused on lagging stocks - Fell for the " This is the top " - Dont have a process: Buy leaders, look for dips, ride them I have been in your shoes, Everything you're doing, going through - I have been through it 5 times over. Stop it now. Hit the reset button. And dont be in a rush " I need to trade the trade ". Fix whats broken and wait for better setups to present.
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kuz
kuz@kylekuzma·
Three things I’m underwriting hardest in 2026: -AI applied to industrial throughput. -autonomous defense + space robotics -clinical-stage biotech where AI compresses trial timelines. Everything else feels crowded
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Herby Hanson 2.0
Herby Hanson 2.0@13HerbH·
I don’t care if Jaxson Dart supports Al-Qaeda That’s my QB If he’s a terrorist then so am I Inshallah brother
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Daniel Roberts
Daniel Roberts@danroberts0101·
𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬. There's been a lot happening at IREN recently. Expansion across North America, Europe and Asia-Pacific. The NVIDIA partnership. The Mirantis acquisition. New GPU deployments. New customer discussions. A growing global footprint. Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it. That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute. Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on. Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record. Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time. Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party. Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business. That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat. AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.
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Za
Za@ZaZaStocks·
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Za@ZaZaStocks·
@R89Capital I’m in it @ $88 Billion, don’t even think my great grandchildren will see it 20-30x from here 🤣
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First Squawk
First Squawk@FirstSquawk·
ELON MUSK SAYS HIS NEURALINK COMPANY LATER THIS YEAR WILL IMPLANT ITS 'BLINDSIGHT' DEVICE WHICH WILL GIVE THOSE WHO ARE BLIND 'PERHAPS SUPER HUMAN VISION' OVER TIME
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Shay Boloor
Shay Boloor@StockSavvyShay·
LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ. Added to AI power and compute names including $IREN, $APLD, $CLSK, $RIOT, $BTDR and $CRWV. Trimmed $SEI, $CORZ and $BE, while exiting $COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC and $EQT.
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Wall St Engine
Wall St Engine@wallstengine·
SPACEX HOLDERS APPROVE 5-FOR-1 STOCK SPLIT AHEAD OF IPO The current fair market value per $SPCX share was adjusted to about $105.32 from $526.59. The split is expected to be processed the week of May 18 and completed by May 22. SpaceX is seeking to file publicly as soon as Wednesday. Reported IPO timeline: Roadshow: as soon as June 4 Pricing: as early as June 11 Listing: as early as June 12 Note: SpaceX is seeking to raise as much as $75B at a valuation of more than $2T. That would make it the largest IPO of all time.
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Willy🦅
Willy🦅@iluv_papi·
I rent a house to this guy named Dustin. He’s always getting himself into wild situations. This one takes the cake
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