manolee

Building the infrastructure stack for the AI era. @nvidia @danroberts0101 @MichaelDell

🎯

Started a position in $NOW over the past few days. Looks like we are forming a bottom. Bullish divergence formed. Double BD appeared today on the daily. Reclaimed 20d EMA. Longer term hold. NFA.

Reminder to zoom out and not focus on todays price action $IREN $CIFR

@HarkHugh @JayGNeumark @BitcoinAIGuy Price decreases when sellers are more aggressive than buyers by forcing the transaction to happen at lower and lower prices to find a deal

@theonlymanoli @JayGNeumark @BitcoinAIGuy Good point. So how does that work? If every seller has a willing buyer, what is it that makes the price go up or down? Seems like it should go down if there are more sellers and up if more buyers, but if they are equal why isn't the price stable? Never thought about this before.

$IREN OVER 100M SHARES TRADED TODAY

@JayGNeumark @BitcoinAIGuy For every seller there was a buyer

@BitcoinAIGuy Unfortunately we lost our pump for the most part. More sellers than buyers.

@mikealfred I mean once you reach a certain number does making even more make that much of a difference? That number is different for all but how much does life really change once you have enough to know the future of your family is secure?

Me seeing $IREN isn’t up 50% overnight

@growthrapidly IREN in two ports. 67% and 46%.

$IREN is 35% of my portfolio. If your highest conviction stock isn’t one of your biggest positions, do you really have conviction? That’s the reality of concentration. If it runs, my portfolio runs. If it drops, I feel it immediately. What % is your biggest position? 👀

@BasedRussell @kevinxu I am married but it’s a good match. She buys index funds while I take on risk.

@theonlymanoli @kevinxu Based bruh you set , don’t get married

Finally hit $10.9M in my 401k 👀 Is this good for a mid-30s year old? #401k

First off I just wanna say I’m not some sort of genius. I don’t have a business degree. The reason I follow Kevin is because he has mentioned how some of his most meaningful gains were captured by strongly positioning in one or two stocks at a time. As for MSTR, I traded it based on momentum when BTC was making its way to 126. I bought FBTC when the ETF first launched and only exited because of the opportunity in AI. I think FBTC and IBIT are coming into favor recently. As for CIFR and IREN, I kept hearing about AI, not only in my workplace but all over the Internet and coincidentally I was lucky enough to catch a few Twitter spaces hosted by Mike Alfred. Still hold my core positions plus some more to this day.

@theonlymanoli @JamesWi94321818 @kevinxu How do you know to buy into them before they blow up?

@JamesWi94321818 @kevinxu A few good trades (MSTR and FBTC) but largest growth from IREN and CIFR. Went 60/40 between these two in June 2025

@theonlymanoli @kevinxu How??

$SLNH now or never

What do we think happens next? $SLNH

$AREC seems ready

@DollarCostAvg Been in since 9$ and have not sold a single share

$IREN HAS THE POTENTIAL TO BECOME ONE OF THE BIGGEST AND ONE OF THE FIRST AND ONLY FULLY VERTICAL AI DATA CENTERS. IF YOU’RE HOLDING $IREN, YOU COULD BE LOOKING AT GENERATIONAL WEALTH. EVERY AI MODEL AND MACHINE REQUIRES MASSIVE COMPUTE TO SOLVE COMPLEX PROBLEMS AND THE DEMAND FOR AI COMPUTE IS GROWING EXPONENTIALLY. IF YOU UNDERSTAND THAT, THEN IT’S SIMPLE: $IREN AND CHILL.

@sovereignsense Didn’t want to chase it but should have widened my time horizon

@sovereignsense What’s your top pick of what you posted?