TommyJR

Charts from Friday $ETHA RSI positive divergence Then today bombs are dropping but $ETH is up on $HOOD chain and not puking Probably nothing patreon.com/posts/163436445

What the actual F I never use it and certainly won't now Wen robots?

Jim is on the mark here. Self made Aussie who can’t stand the disgraceful corrupt waste of honest people’s money. We can’t go on like this Australia. It has to change. I know if you’re on the take you will ignore this, but if you’re honest, you must vote for change.

100 yrs of stock market: From 1926 through 2025 (30k stocks analyzed) - just 27.6% of stocks outperform the market / 60% of stocks incurred wealth reductions / the median stock returned -6.9%. 46 firms accounted for half of the wealth created by the stock market ($91 trillion net wealth creation). papers.ssrn.com/sol3/papers.cf…

Set up this alt account JIC (& to lurk) Only to need it for real cause @X closed original premium+ ac with 15k follows in random bot cleanup with no recourse.. lost creator payouts & followers & history (this hurts most) Do you remember when you joined X? I do! #MyXAnniversary

$HOOD didn't reload in the 60s but there is still plenty of room during W3 for a 3x so added a little and will build this back from 3.5 towards 5-6% over rest of the year Big winner on last run from 30 .. time to compound 💰💰💰

TSMC reported record Q2 revenue on AI demand. June revenue: about $13.8B, up 6.2% MoM and 67.9% YoY Q2 revenue: about $39.6B, up 36% YoY, above the roughly $39.4B estimate H1 2026 revenue: about $75.0B

Everyone remains fixated on the AI and hardware trade but $HOOD and $SOFI remain two of our favorite picks heading into the back half of 2026 (as well as two underrated performers of the year. We believe rate hike concerns are overblown at this time and that once the market adjusts to new fed norms and policy, banks will see a nice boost. Additionally, both Hood and Sofi are executing at a high level on their views of the digital banking future. Robinhood chain and Sofi USD have been smashing successes and are indicative of both companies intentions to be at the forefront of the new digital age. Both companies are still viewed as tied to one main revenue source (crypto for $HOOD and lending for $SOFI) but both have diversified rapidly and continue to push deeper and deeper into new sectors, while optimizing cross efficiencies between platforms and features. Both ecosystems are becoming stickier as SOFI expands its brokerage offerings, Robinhood continues to expand its banking offerings at a high level. These two fintechs may not be as exciting as neoclouds or photonics, but they remain future forward high growth names right at the cusp of a massive generational wealth transfer to millennials and gen z.

This market feels like a carbon copy of the October 2025 - February 2026 stretch. Five straight months of relentless chop, whipsaws, and failed follow-through in both directions. With this being a midterm election year, I wouldn't be surprised if that same environment persists until the midterms. Coincidentally, the period from early June through the midterms is also about five months, almost identical in duration to that brutal October 2025 - February 2026 stretch. Patience and risk management matter a lot more than trying to force trades in markets like this. $SPY $QQQ $IWM

@longle_long I still don't have my official account back .. was a paying premium+ with 15k follows and creator revs Lost it in a bit cleanup No recourse Absolute BS

@tempocap2 Just like any other Elon’s products, exciting and good at first, downhill from there.

What the F has X done to the UI Horrible Search changed Playing videos changed Is this just me or WTF ?

@Sandeman52 Impressive I've done 50% CAGR in 8 years and am just at the point where the next compounding starts making the numbers get real Hoping I can do the same over next 4 years and then more Added as a follow So your all in $NBIS ? Where you sit on $IREN my current largest bet

If you believe in your success, you will get there. I was a naive newb in 2014. I threw caution to the wind and went all in on a stock I felt was a good buy. I repeated this less than 10 times. I turned 50k into over $15 million. It was $18.5 million a few weeks ago, but who’s counting. I have haters that say I give no alpha or I’m only NBIS or I just say how much money I have. But my track record says they are wrong. To them, I say go hate on yourself, not me. FinX is about credibility, credentials, your track record. Your net worth. I have it. It’s on Stocktwits from 2014 to 2024. And on X since then. It’s all verified. FinX is about winning, not bullshit. If you disagree, let me know, I’ll block you. If you are like me, let’s go fkn win!!!

$IREN: The Significance of the Horizon Project Please note that portions of the reasoning presented in this article are based on inference and should be understood as analytical speculation rather than confirmed facts. News emerging from last week's RAISE Summit in Paris suggested that $IREN's Horizon 1 is expected to be delivered in the near future. For $IREN, this is far more important than signing a contract with any single hyperscale enterprise. At a time when the supply of AI data centers capable of supporting high-performance chips is lagging far behind the development of every other element of the AI ecosystem, breaking through this bottleneck could provide a decisive competitive advantage. Looking deeper, it becomes clear that this project carries major significance for the development of the entire AI industry. Horizon is obviously not just an $IREN project. The unique strategic positions of its multiple potential participants within the AI industry suggest that Horizon's construction and operation are far from ordinary. It is likely the result of a collective vision among several key industry players regarding the future performance requirements of AI infrastructure, making the project both distinctive and highly unusual. I have always been deeply impressed by a comment made by $IREN's COO, Kent, during an interview at the end of 2024. He said, in essence, that $IREN's expertise, accumulated data, and depth of thinking in high-performance computing data centers had surprised its negotiation counterparts. At that time, $IREN was in discussions with several hyperscalers. Two years later, the capabilities that impressed those counterparts at the negotiating table are now being translated into the first jointly delivered product through collaboration among multiple parties. What aspects of Horizon 1 deserve particular attention? First, Horizon represents the latest generation of products built upon years of accumulated experience from multiple forward-looking data center projects designed, constructed, and operated by $IREN. In areas such as modular architecture, network topology, rack density, energy optimization, and operational stability, it embodies the latest design evolution resulting from years of continuous practice and refinement. It is also $IREN's first liquid-cooled data center. To support this project, John Gross, one of America's most respected experts in liquid-cooling technology, officially joined $IREN as Chief Innovation Officer. As AI-optimized liquid-cooled data centers worldwide are still in the early stages of design, development, and deployment, the Horizon project carries extraordinary significance. Horizon is also at the center of $IREN's extensive technical collaboration with Microsoft. Unlike its relationships with other partners, Horizon is a fully vertically integrated project developed entirely by $IREN. On the surface, Microsoft's role is simply purchasing computing capacity. In reality, however, Microsoft clearly participates in how Horizon is designed, built, and operated. Earlier rack-density targets set by $IREN were modified in response to Microsoft's requirements, indicating that the relationship goes well beyond a simple buyer-and-seller arrangement focused solely on delivering compute capacity. The depth of this partnership may be far greater than the outside world realizes. NBIS also has compute supply agreements with Microsoft, but Microsoft does not concern itself with how NBIS delivers that computing power—whether it comes from Europe or from another site in the United States. If the originally planned site is delayed, another location can simply be substituted as long as contractual obligations are fulfilled. With $IREN, however, Microsoft is able to provide input on important technical parameters within a data center that $IREN wholly owns, designs, and constructs. This reflects a fundamentally different level of collaboration. Horizon is also a project that NVIDIA must pay close attention to and actively participate in, because the much larger Sweetwater campus is expected to become the flagship site for NVIDIA's DSX AI Factory system. Recent developments indicate that NVIDIA is transforming itself into a computing platform provider. Simply maintaining leadership in GPU performance is no longer enough. NVIDIA is now moving toward complete system integration, ultimately treating tokens as the final product. This is because GPUs cannot reach their full potential when deployed across data centers built to different standards, with varying power systems, cooling technologies, energy efficiencies, and operational complexities. A GPU capable of delivering a performance score of 100 may achieve only 80 in real-world operation. Beyond that point, even substantial improvements in chip performance alone become increasingly ineffective. This is why NVIDIA, together with $IREN, Dell, and Mirantis, has come together to solve this problem. Horizon serves as the first real-world implementation of that effort and will play a crucial role in the future flagship AI Factory at Sweetwater. The deep involvement of leading liquid-cooling experts, Microsoft, NVIDIA, Dell, and the addition of Mirantis make Horizon an exceptionally unique project. Across the industry, it is the only data center project that combines complete vertical integration with the deep participation of many of the most influential decision-makers shaping the future of AI infrastructure. Its significance should extend far beyond simply bringing a data center online according to schedule. I believe Horizon may ultimately point toward several major developments: 1. It may lay the groundwork for AI infrastructure entering the "product era." Over the past several years, AI data centers have essentially remained engineering projects. Companies built their own networks, optimized their own liquid cooling, designed their own power distribution, deployed GPUs independently, and integrated their own software stacks. The end result was simply a facility capable of running GPUs. What Horizon is preparing instead is a fully replicable product system—from network topology, power distribution, cooling, rack architecture, and GPU layout, to software orchestration, operations, maintenance, and automated deployment—all standardized. Once Horizon is fully prepared, the cost of replicating Sweetwater's DSX flagship architecture should continue to decline. 2. It may provide the foundational blueprint for how future AI Factories should be built. The industry previously focused on GPU counts, but over the past year NVIDIA has repeatedly emphasized that Token Cost, rather than FLOPS, is what truly matters. Reducing token cost requires optimizing the entire system: GPU utilization, network latency, liquid-cooling efficiency, power efficiency, software scheduling, storage architecture, and inference workload distribution must all work together. Competition is no longer GPU vs. GPU; it is System vs. System. If Horizon is serving as a system-level validation platform, its importance extends far beyond the addition of another 50 MW of capacity. 3. Horizon may become the initial implementation model for the DSX ecosystem. $IREN and NVIDIA have already established a deep partnership in AI infrastructure. If Sweetwater ultimately becomes a much larger AI Factory, then every mature industrial system must pass through the stages of: Experimental platform → Validation platform → Standard platform → Large-scale deployment. Horizon fits this industrial progression perfectly. 4. In liquid-cooling technology, Horizon may help redefine industry standards. The entire data center architecture may eventually be restructured around liquid cooling. CDU placement, piping systems, rack design, thermal management, operations, maintenance, disaster recovery, and automated monitoring all need to conform to liquid-cooling standards. With John Gross joining the company, if Horizon becomes a proven success, the difficulty of replicating liquid-cooled campuses in the future could be dramatically reduced, construction speed could increase substantially, and the engineering know-how accumulated through real-world implementation would become an extremely valuable strategic asset. 5. For Microsoft, Horizon may also become an important reference model for future procurement. If Microsoft is simply purchasing computing capacity, its primary concern is contractual performance. However, if it participates in defining certain technical specifications, the relationship evolves from one of procurement and delivery into one of jointly defining the future of AI infrastructure—particularly because Microsoft itself is one of the world's largest builders of data centers. 6. At a deeper level, Horizon's value lies in accumulated operational experience. The hardest thing to replicate in a data center is not the land—it is operational expertise. Google, Microsoft, and Amazon have all built their leadership through decades of accumulated experience. The real value Horizon may generate lies in continuously collecting thermal data, network data, failure data, GPU operational data, liquid-cooling performance data, and operational data, then feeding all of this back into the next generation of designs to form a continuous Design Loop. 7. Horizon's greatest significance may ultimately depend on whether it becomes the starting point of a fully replicable system. What truly matters is not Horizon 1 itself, but Horizon 2, 3, 4, and 5, followed by Sweetwater and many future campuses. The persuasive power of this iterative development process and the value of accumulated practical experience are enormously significant. They represent the most important component of $IREN's long-term intrinsic value—a competitive moat that is virtually impossible to replicate or surpass. Once a company reaches this level of accumulated capability, the probability of it becoming a truly giant enterprise approaches certainty. History is filled with similar milestones: Ford's moving assembly line, TSMC's advanced semiconductor fabs, and Amazon's early cloud data centers. Their true value did not lie in their initial scale, but in proving that the system itself could be replicated. If Horizon can demonstrate that the next generation of AI data centers can be built and operated through a standardized, replicable, and continuously optimizable framework, that will be its greatest significance.

$IREN Has officially broken ground on Sweetwater 2 Ahead of site civil works, a substation and construction warehouse are to be build. With just 15~17 months until energization, grading of the first part of the site is now in progress.

We just got a massive $IREN signal from @OMCapitalGroup - Thankyou! Kent Draper (IREN’s Chief Commercial Officer) at the RAISE Summit on “The Trillion Dollar Question: Financing AI’s Infrastructure”: “Significantly increased willingness lately to fund against sub-investment-grade counterparties.” This is a game-changer. It means we now know for sure that IREN can serve a much broader range of AI customers with its AI Factories—not just top-tier hyperscalers—while still securing financing to scale aggressively. This offers way more revenue potential than waiting on a handful of marquee hyperscaler deals that may or may not align with IREN’s strategy. Key edge vs. competitors: IREN is positioned to capture far more of the total AI infrastructure market because it can fund and serve a wider customer base, while many rivals must lock in big-brand, investment-grade credits just to raise funds and build out. The real opportunity is democratizing access to world-class compute: more customers, faster innovation across more players, and broader progress for humanity. Stop obsessing over the next “when deal?” IREN is building differently—and way faster with customers only it can service. Extremely bullish on what they’re delivering in real time. The infrastructure powering the AI future—for everyone—is happening now. #IREN #AI #DataCenters #AIInfrastructure #AIFactories

$HOOD I have covered Robinhood for the past 3 years, and it is fair to say that something really different has happened in the past 2 weeks since their Crypto event in the UK. Why? Well... Just over one week after launch of the Robinhood Chain: - 17M+ transactions - Nearly 350K total addresses - Nearly $250M in protocol TVL - More than $1B in DEX trading volume And three days ago, Robinhood Chain flipped Hyperliquid in 24-hour DEX volume, according to DefiLlama: Robinhood Chain: $433.19M Hyperliquid: $296.23M The implications for $HOOD are significant and really cannot be ignored by the market. Robinhood is evolving from a brokerage that earns from customer trading activity into a vertically integrated financial ecosystem with its own blockchain, exchange infrastructure, tokenized assets and on-chain liquidity. This along with the Trump accounts is why I think the stock has finally decoupled from $BTC and is now trading at 80% above its lows in May. Bitcoin could go up or down, the market has moved on with pegging HOOD's stock to random BTC fluctuations, because HOOD is so, so much more important than what happens with any individual coin. If Robinhood Chain continues gaining adoption, Robinhood could capture economics from: - Blockchain transaction fees - DEX trading and liquidity activity - Tokenized stocks and real-world assets (something Vlad really wants to push heavily as he sees the entire world is moving on chain) - Stablecoin payments and settlement - Third-party applications built on its network - Increased customer deposits and engagement The bigger opportunity is that Robinhood may no longer need to simply route transactions through financial infrastructure owned by other companies. It could increasingly own the infrastructure itself...which has always been the bull case for them in crypto. It's not just about making fees off people trading coins, but owning the entire stack when it comes to the broader crypto ecosystem. That gives Robinhood more control over the customer experience, potentially stronger margins and several new recurring revenue streams. It is still early, and some of the initial volume may be driven by launch incentives, but Robinhood Chain is already showing that the company could become far more than a retail brokerage. The main assets being traded on it right now are meme coins, which some people may think are a joke, but to me this is showing the willingness of so many native crypto investors to accept Robinhood Chain as a legitimate platform to be able to trade on and eventually, millions of other assets with real world utility will come on chain. $HOOD is building toward becoming a global, crypto-native financial platform and that level of innovation and speed is what has helped the stock recover this year but is also getting the street excited for the future, diversified streams of revenue which will continue to compound earnings over the coming years. LFG.

@BlackPantherCap $IREN still my largest position so it ain't me Spot on post though

I’ve noticed a sad trend on X lately. Long-term investors becoming ‘short-term’ minded. Its like people have forgotten that: AI demand projections 2030: > AI workloads, 156 GW. > Total data center capacity, 200 GW. Current status: > Operational, 27 GW tracked. > Pipeline under construction, 90 GW. > Total data center, 117,2 GW. 82GW is STILL to be built and announced. Pipeline is large (tens of GW under construction/planned), but realization lags announcements due to power, permitting, and supply chain limits. Demand is projected to significantly outpace near-term supply. You can’t be bearish here. You can’t be short-term minded. This is a 10-year built out ffs. -BP Not financial advice. $IREN $WULF $NBIS $CIFR $CRVW

@Polymarket Sweet socialism candidate 5 emerges from the blue swamp

BREAKING: Rep. Ro Khanna announces he’s “strongly considering” a 2028 presidential run.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 Execution in motion. That, and more, on this week's Weekly…