Samuel

@TheTechInvest @GilgPhilipp

🚨 BREAKING: $AMD CEO Lisa Sue “We’re entering a multi-year demand supercycle for HPC and AI computing.” Bullish for $IREN, $NBIS, $APLD, and $CIFR, etc.

@CKCapitalxx @GilgPhilipp

Taking a MASSIVE position in $IREN on Monday. Here’s why I’m going all in: BlackRock just said it themselves: “The real constraint isn’t chips—it’s LAND and ENERGY.” $IREN controls the largest power campus in the world. Bigger than $AMZN data centers. Bigger than $MSFT facilities. Bigger than $META campuses. $17B market cap. For the company that literally controls the bottleneck to the entire AI buildout. While everyone’s fighting over $NVDA GPUs, $IREN is sitting on 1+ GIGAWATT of power capacity that CANNOT be replicated. You can’t just “build more power” in 6 months. This takes YEARS. Meanwhile AI compute demand is doubling every 90 days. The math is simple: • Infinite demand • Fixed supply • $IREN owns the supply Monday morning I’m backing up the truck. This is my highest conviction play for 2026. $IREN to $150+ by year end.

@QuiverQuant @GilgPhilipp

BREAKING: We just caught another interesting trade. Representative Dale Strong made a single stock purchase yesterday. He bought stock in the data center company $IREN. Strong sits on the appropriations committee, which sets government spending.

@GilgPhilipp @ADuke08812702 @GilgPhilipp

@ADuke08812702 @_samijakob_

Heute kommen noch Microsoft Zahlen. Habe hier was Feines. 7,5 er Hebel, 65$ vom knockout entfernt. Keine Empfehlung, aber sicherer geht Geld verdienen heutzutage nicht!