utsav

@RyanDetrick Not betting against the BTFD market

This streak could end today. Eight 1% gains in a row without a 1% decline, longest in nearly 10 years. Bottom line? A day like today was more than due.

@ViralMuzik1989 lol 30M per mw...they guys on the internet are stupid.

David Sacks just laid out the math on a 1GW data center: → ~$50B capex → $25–30B annual revenue → ~2 year payback Now do the math for $IREN with 5GW secured power (Sweetwater 1.4GW already energized): → Potential **$125B – $150B ARR** at full scale → At 15–20x revenue multiple = $1.9T – $3T theoretical market cap Even at 2–3GW ramp: $300 – $800 stock price potential

@sonusvarghese SnP 207% + dividends. Reinvested dividends make it close to 256%

Since Powell started as Fed Chair in 2018 Feb 👇 Headline inflation (Mar '18 - Mar '25) PCE: 3.1% annualized CPI: 3.6% Core inflation PCE: 3.1% CPI: 3.5% Stocks (2/5/18 - 4/29/26) S&P 500: +207%

@OptionsMike Ah so thats what billionaires spend their money on!

My personal beach today

@JonahLupton 18% short interest lol

$BIRD up 800% today on the weirdest business strategy pivot I've ever seen... my condolences to anyone that gets caught holding this bag

@JasonLeavitt That volume surge all came in last 15 min of the day which was Quad witch. Thats the 1 day vol signals can be misleading

$SPY - the volume surge did not put in a bottom

@antibearthesis Because today we know terms of the deal

Yesterday $NBIS announce $3.75 billion in dilution, stock fell -12% Today, they increased it to $4 billilon Stock is up +3.6% 😂

@mvcinvesting So NVDA already added 9-10% dilution. This adds another 9% but delayed and with double the capital. Much better!!

🚨 $NBIS announces pricing of upsized private offering of $4B of convertible senior notes. - $2.25B due in 2031 at 1.25% interest - $1.75B due in 2033 at 2.625% interest Conversion prices: 2031 notes: ~$183/share (~57.5% premium to yesterday's close of $116.33) 2033 notes: ~$181/share (~55% premium) Potential dilution (if fully converted, based on YE2025 shares outstanding): ~8.7% Overallotment option: Up to additional $600M available, potentially bringing total to ~$4.6B. Net proceeds: ~$3.96B (~$4.55B if overallotment fully exercised). Overall, I’m quite happy with these terms.

@mvcinvesting Any hedges in place?

@danielisdizzy $NBIS hasn’t done any share offerings outside the NVDA warrant in the last 12 months. No “dilution” just raising debt in a different way.

$NBIS raised $2B from $NVDA last week and now announced ~$4B in convertibles. $IREN authorized up to $6B ATM, with a ~$14B market cap. If you’re investing in neo cloud, get used to dilution. As $CIFR CEO explained: “These massive capex projects are rarely debt financed. They’re mostly funded with equity, because it’s often the cheapest cost of capital.” Some investors view this negatively. But in this space, it’s simply how companies fund growth and scale. Not bullish or bearish — just how it works.

@Upticken @marketsurge MU is the safest way to play the cycle. SNDK is the highest beta way to play the same cycle- especially if NAND turns

MU over SNDK. Better pretax margins (28.9%), 19% ROE, much bigger market cap. Double bottom pivot over $437. Institutions continue to build. The 99RS line doesn't lie. Earning are due this Wednesday📈 RoppelReport.com #IBDPartner @marketsurge get.investors.com/marketsurge/?u…

@JasonLeavitt 2B investment from NVDA is whats moving this. Does not change the EV but long term EBITDA can explode.

$NBIS (probably piggy-backing off $ORCL)

@JasonLeavitt Looking to buy it day after Easter

I wonder how many of these 10-lb chocolate bunnies Costco will sell. It's well over 100 bucks.

@saxena_puru Canada is +ve?? What’s wrong with people

The UAE is now ranked #1 globally for inward millionaire migration. Meanwhile, the UK recorded the largest net loss of millionaires last year - many of whom relocated to the UAE. So is it really surprising to see a steady stream of dramatic “UAE bashing” stories in parts of the UK media? When high-net-worth individuals leave, the tax base shrinks, governments notice and media propaganda follows to "spin" the narrative.

@ForrahLupinIII @JonahLupton @RobinhoodApp @grok what is the fine print

@JonahLupton @RobinhoodApp Read the fine print

When we say Platinum, we mean it. Introducing the Robinhood Platinum Card. Extraordinary limits. Over $3,000 in annual value. 99.9% pure platinum plating. robinhood.com/us/en/creditca… Terms Apply. x.com/i/broadcasts/1…

@JonahLupton Legend🙌🏻

I'm still trying to confirm this news... if/when I get more details I'll definitely share them... OpenAI mentioned today on their capital raise call that they're now starting to work with $APP (Applovin) on monetizing ChatGPT through ads. As always... NFA and DYOR!!! **I do own $APP personally and so does @FirstWaveFund

@mvcinvesting The Northland analyst Chokshi is a highly rated 5* analyst according to Tip Ranks

Following $NBIS' Q4 results: • Northland reiterated Outperform with a $211 PT 🟢 • Citizens reiterated Outperform with a $175 PT 🟢 • D.A. Davidson reiterated Buy with a $150 PT 🟢 • MS reiterated Equalwt/Attractive with a $126 PT 🟢 • Seaport Global reiterated Neutral with no PT Source: Bloomberg Terminal

@JonahLupton You can go with Dr Cowens 1000+ Polyphenol Organic Extra Virgin Olive Oil if youre not going to use any heat. The sat fat is a bit higher (2.5g/serving) but 1000mg/kg of polyphenos is what youre going for with this. Also, the 12g Mono-sat fat in line with top competitors.

It appears that lots of people are now doing a shot of olive oil with lemon juice when they first wake up (ie on an empty stomach). Has anyone started doing this? Have you noticed any changes or improvements in your health or appearance? With a quick google search it seems the benefits are quite meaningful: • anti inflammatory • improve digestion • improve nutrient absorption • increase antioxidants • improve heart health • improve skin health • stabilize blood sugars • lower bad cholesterol If you are doing this, any recommendations on an olive oil brand? Because this is not something I want to risk buying off Amazon. I assume cold-pressed, extra virgin olive oil is the minimum standard but I don’t know much past that.

@JonahLupton @justbuilding Yes, lot of good fats and while it does has some sat fat, the polyphenols and other antioxidants more than make up for it. Very heart healthy

@justbuilding It’s only 120 calories, mostly from fat but isn’t it the good kind of fat?

@mvcinvesting Holy moly! Yes a big Chung will go to hardware but this capex wave will life a lot of boats

🚨 JUST IN: $AMZN guides for 2026 CapEx of $200B vs. $146B expected. 🤯