@OInvests Both companies have a great future I think if we are patient in 2028-2030 we will both be very happy men. Hope you get rich brother cheers 🥂
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Some handsome guy getting rich
664 posts
Some handsome guy getting rich
@f6_pleasure
AI & Tech Investor | Breaking down stocks, trends & opportunities in artificial intelligence | Weekly insights + portfolio updates |
Canada Katılım Aralık 2022
261 Takip Edilen110 Takipçiler
@f6_pleasure $IREN has for a long time been my largest position, $NBIS has been my 2nd. I’ve barely touched $NBIS since I started buying in the 30s. I still hold a significant position in $NBIS . I agree tho it’s best not to touch frequently
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@IREN_Ltd @danroberts0101 @FoxBusiness This is why $IREN is different.
While others chase GPUs, IREN spent 8 years securing 5GW of power + land across 3 continents.
Microsoft + NVIDIA contracts signed. Sweetwater energized.
Power is the real bottleneck — and IREN owns the shovel. $IREN
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Some handsome guy getting rich retweetledi
We are witnessing in real time the building of a new era for humanity and you’re still bearish?
$IREN $NBIS $ASTS $OKLO $MU $CRWV $CIFR $LITE $AMD $NVDA $CEG $VST $VRT $TSLA
amit@amitisinvesting
$NVDA NVDA Q1 2026 EARNINGS: - Revenue reached $81.6B, +85% YoY - Data Center Revenue of $75.2B, +92% YoY - Announced a new $80B share buyback - EPS of $1.87, +135% YoY - Gross Margins of 75%, +14% YoY - Guiding for $92B in revenue for Q2 - Increased dividend from $0.01 per share to $0.25 per share JENSEN HUANG: “The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed. Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”
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Well said. It’s important to remember the impact these technologies will have on all of mankind. It’s an exciting time to invest
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Some handsome guy getting rich retweetledi
“AI AI AI” have you actually seen a server rack or photonics & connectivity in real life ? I engineer and install data infrastructure for the last 10 years here’s a glimpse $AAOI $AMD $LITE $CRDO $ANET $ETN $VRT
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NVIDIA remains the clearest leader in the AI buildout.
Whether you own it or not, its earnings move markets.
What are you expecting — blowout or disappointment? Drop your prediction 👇 $NVDA
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Risk
Valuation is sky high. “Sell the news” has happened before.
Any hint of slowing hyperscaler capex or margin pressure could cause volatility.
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🚨 NVIDIA earnings this week could break the internet…
What if I told you the AI king is about to drop a bomb that changes everything?
Thread on what to watch 👇 $NVDA 🧵
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Fear and greed both disguise themselves as logic when you’re grabbed by emotion.
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@AISavvyCapital I’m hoping we see a deeper dip after $NVDA earnings tomorrow. I have limit orders set
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I don't think $IREN is getting into the $30's again, that's why i started buying up here already- w/$NVDA latest cloud deal-this company is under valued right now-when this thing explodes its gonna run non stop like $NBIS -it takes 2 years just to tap into power for a data center
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@jensxburner Try to get rich. Cheating takes a lot of time and effort. I focus on my goals
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In a theme this big, you don’t need to pick one winner.
Holding both de-risks the portfolio while keeping upside to multiple paths of victory.
What’s your preference — pure power play, pure cloud, or a mix?
$IREN $NBIS
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When IREN dips harder on BTC or dilution noise, NBIS often provides relative stability.
When NBIS pulls back, IREN’s power moat can shine.
Diversified conviction in the same secular tailwind.
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$IREN vs $NBIS Why I hold both as core positions in my AI infrastructure portfolio .
They’re different bets on the same massive theme: solving the AI power + compute bottleneck.🧵
GIF
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