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We’ve been saying it for over a year. 🖥️ The world needs more compute. 🏗️ $CIFR +23.53% — reported this morning. 🔋 $IREN +10.61% — reports Thursday. 💧 $HIVE +9.23% ⚡ $WULF +5.38% 🪐 $CRWV +1.88% — reports Thursday. The entire compute stack is running. 🟢 Thursday is the main event. Buy the yacht. Build the fleet. 🛥️ #TheFleet #JohnnyStocks

4 years ago: 🎮 $GME — $30 $CIFR — $3 Today: 🛥️ $GME — $24 📉 (-20%) $CIFR — $20 📈 (+567%) Which would you rather hold for the next 4 years? A meme stock trying to buy eBay. Or a nuclear-powered AI compute company with an AWS contract, Barber Lake coming online, and a third hyperscaler just signed. The fleet chose. 🛥️ #CIFR #GME #TheFleet #JohnnyStocks

CIFR reported this morning and the AI infrastructure stack responded. 🟢 🌕 $CIFR +13.36% 🔋 $IREN +5.69% ⚡ $WULF +4.93% ⚡ $CLSK +4.56% 💧 $HIVE +4.81% 🪐 $CRWV +2.50% This is just the warmup. $IREN and $CRWV both report Thursday. Buy the yacht. Build the fleet. 🛥️ #TheFleet #CIFR #IREN #CRWV #JohnnyStocks

The bull case on $IREN just got bigger. 🔋 IREN is acquiring Mirantis — the Nvidia-backed Kubernetes platform that orchestrates GPU infrastructure from bare metal to AI in production. IREN already had: ✅ Nuclear-powered compute ✅ $9.7B Microsoft contract ✅ 140,000 GPU target Now they have the software that runs all of it. This is no longer just a GPU landlord. This is a full-stack AI cloud. 🛥️ Buy the yacht. Build the fleet. 🛥️ #IREN #TheFleet #JohnnyStocks

The fleet entered $CIFR at $6. Barber Lake on track. ✅ Black Pearl on track. ✅ Third hyperscaler signed. ✅ $200M credit facility secured. ✅ This is why we’re still loading at $18. Buy the yacht. Build the fleet. 🛥️ #CIFR #TheFleet #JohnnyStocks

⚡ THE SPARK — $ANET Arista Networks reports tonight after close. 🔌 AI networking is the invisible layer everyone ignores. Every hyperscaler. Every data center. Every GPU cluster. They all run on Arista switches. Up 3% today on earnings anticipation. Revenue growing 25%+ YoY. 65%+ gross margins. The pipes that carry AI traffic. Nobody talks about the pipes. Buy the yacht. Build the fleet. 🛥️ #ANET #TheFleet #JohnnyStocks

🚀 THE FLIER — $AMD Advanced Micro Devices reports tonight. 📊 Data center GPU revenue. AI inference demand. MI300X competing with Nvidia at scale. If AMD proves the inference revolution is real — every AI compute name in the fleet runs tomorrow. Nvidia isn’t the only winner. AMD is the one nobody is watching close enough. Buy the yacht. Build the fleet. 🛥️ #AMD #TheFleet #JohnnyStocks

Stock of the Day 🎴 · Flier 🚀 · Spark ⚡ May 5, 2026 🎉 Cinco de Mayo $BBAI · $AMD · $ANET Iran reportedly struck a US frigate. CIFR already reported this morning. AMD and BBAI report tonight. The tequila can wait. The fleet watches the tape first. Full breakdown 👇 Buy the yacht. Build the fleet. 🛥️ #TheFleet #SOTD #CincoDeMayo #JohnnyStocks

$IREN — Thursday May 7 · After Close 🔋 What we know: ✅ $9.7B Microsoft contract ✅ 140,000 GPUs targeted by year end ✅ $3.4B AI Cloud ARR in the crosshairs ✅ Revenue +355% YoY last quarter What we’re watching: A second hyperscaler partner. Announcement — stock never sees sub-$60 again. No announcement — one last gift below $40. Buying $IREN at $40 is buying $CRWV at $40. Once in a lifetime. 🛥️ Keep your dry powder ready. #IREN #TheFleet #JohnnyStocks

$CRWV — Thursday May 7 · After Close 🪐 Q1 guidance: $1.9–2.0B revenue. Full year: $12–13B — +140% YoY. $66.8B contracted backlog. Exiting 2026 at $17–19B annualized run rate. EPS will be negative. That’s priced in. The question is revenue and backlog expansion. If CRWV adds a new customer or raises full year guidance — it re-rates violently. To the moon or one last gift below $120? Buy the yacht. Build the fleet. 🛥️ #CRWV #TheFleet #JohnnyStocks

Three of the fleet’s highest conviction AI compute plays report this week. 🖥️ 📅 TUE May 5 — $CIFR · Before Open 📅 THU May 7 — $CRWV · After Close 5PM ET 📅 THU May 7 — $IREN · After Close To the moon now. Or one last loading opportunity before blastoff. Either way — the fleet is positioned. 👇 Buy the yacht. Build the fleet. 🛥️ #TheFleet #JohnnyStocks

May the 4th be with you. ✨ The fleet: +2.04% 🛥️ SPY: -0.37% 📉 Green while the market bleeds. 🪐 $NBIS +14.20% 🔋 $IREN +8.37% 🪐 $CRWV +5.39% 💧 $HIVE +7.00% ⚡ $CLSK +5.34% Sell in May they said. 😂 $PLTR earnings after close. The force is strong tonight. Buy the yacht. Build the fleet. 🛥️ #MayThe4th #TheFleet #JohnnyStocks

Week 1 of May. 🛥️ The compute stack is already running. 🟢 $NBIS +13.5% $IREN +12% $CRWV +9% $CIFR +5% Sell in May. 😂 Buy the yacht. Build the fleet. 🛥️ #TheFleet #JohnnyStocks

🎚️ THE WARTY — $GME GameStop just submitted a $56B offer to acquire eBay at $125 per share. 🎮 $GME up +6.33% today. $EBAY up +9% today. Ryan Cohen. $9B war chest. Called it genius or totally foolish. Wartenberg held $GME for 4 years. +5% total return. Today alone beat his 4-year return. This is peak $GME. This is peak Wartenberg. Buy the yacht. Build the fleet. 🛥️ #GME #TheWarty #TheFleet #JohnnyStocks

🚀 THE FLIER — $NBIS Nebius up +11.76% today. Fleet position. 📊 Up 100%+ since the fleet bought in February. GPU cloud sold out through 2026. $46B in AI deals with Meta and Microsoft. Everyone is building for US compute. Nebius is building the compute the rest of the world needs. Still early. Still loading. Buy the yacht. Build the fleet. 🛥️ #NBIS #TheFleet #JohnnyStocks

Stock of the Day 🎴 · Flier 🚀 · The Warty 🎚️ May 4, 2026 🛥️ $PLTR · $NBIS · $GME Iran just blocked US warships from the Strait of Hormuz. S&P 500 at all-time highs. Fleet earnings start tonight. The market doesn’t care about chaos. It cares about earnings. Full breakdown 👇 Buy the yacht. Build the fleet. 🛥️ #TheFleet #SOTD #TheWarty #JohnnyStocks

$IREN — Wednesday May 7 · After Close. 🔋 Potential once in a lifetime opportunity. 🛥️ What we know: ✅ $9.7B Microsoft contract locked ✅ 140,000 GPUs targeted by end of 2026 ✅ $3.4B AI Cloud ARR in the crosshairs ✅ Revenue +355% YoY last quarter What we’re watching: A second hyperscaler partner announced. No announcement — stock tests $40. Announcement — stock never sees $60 again. Buying $IREN at $40 is buying $CRWV under $40. Keep your dry powder ready. #IREN #TheFleet #JohnnyStocks

$CIFR — Monday May 5 · Before Open. The fleet entered $CIFR at $6. It’s at $18 today. We still think it’s cheap. We’re still loading. What we’re watching: ✅ Barber Lake Phase 1 — on track for August 2026? ✅ Black Pearl data center update ✅ AWS contract revenue recognition ✅ $3.73B financing deployment progress Cipher rebranded. Sold the mining assets. Went all-in on HPC. Monday morning tells us if the pivot is working. Watch the after hours move tonight. Buy the yacht. Build the fleet. 🛥️ #CIFR #TheFleet #JohnnyStocks

Two of the fleet’s highest conviction compute plays report this week. 🖥️ 📅 MON May 5 — $CIFR · Before Open 📅 WED May 7 — $IREN · After Close 5PM ET The AI compute pivot is no longer a thesis. This week it becomes a track record. Full breakdown 👇 Buy the yacht. Build the fleet. 🛥️ #TheFleet #JohnnyStocks