Rogue Frogman

@jiahanjimliu $236 price target was from you I believe. I'll take it.

@JMesritz This seems like a good plan. Execution will be key you will have to monitor both company progress and macro closely. This is a fair form of diversification and trading.

Data Center “Wen Deal” Investment Thesis High-conviction play on AI hyperscaler power deals. $100k example with staged rotation for asymmetric growth. Starting Split (today’s closes - June 4, 2026): KEEL $5.93 → 40% ($40k) NUAI $5.97 → 35% ($35k) IREN $61.86 → 25% ($25k) Strategy: When one announces a major hyperscaler/data center deal → Sell the winner & split proceeds 50/50 into the other two. Repeat until fully in the last name. Assumed Timeline (community sentiment): KEEL first deal: Summer 2026 (e.g. July/Aug) → jumps to $15 NUAI second deal: Late 2026 / early 2027 → jumps to $15 Everything rotates into IREN → runs to $236 by End-2027 & $350 by End-2028 (bull case) $100k Projected Math (price appreciation only): After KEEL $15: ~$161k After NUAI $15 (full IREN): ~$290.6k End-2027 (IREN $236): ~$1.109M (+1,009%) End-2028 (IREN $350): ~$1.645M (+1,545%) High risk, high reward in the AI data center boom. Deals not guaranteed — timing & execution matter. Not financial advice. DYOR. Position size responsibly. Buy and hold all three and you do 170% by end of 2028. $IREN $KEEL $NUAI I am already 60% allocated to this and will hopefully be fully in with 500K. Tear it apart... What do you got? @jiahanjimliu @FransBakker9812 @KashRamki @InvestNorthwise @BlackPantherCap

@clemson_swanny @jiahanjimliu I usually have about $100,000 in Margin to get my extra Alpha. I need to learn selling calls. Though i have KEEL and IREN calls that are up 100%.

@jiahanjimliu @JMesritz I have 600 $iren shares and sell weekly calls on them until I can afford at least 100 shares of $vrt these are my top 2 A.i. plays powering the gpus and cooling the data centers off they are in

@jiahanjimliu I think everyone is expecting deal announcements and rerate and this captures a lot of upside. Just picked up a ton of $KEEL afterhours on that 350M news. Just looking for a NUAI entry.

@BoBbyPleWniaK Living the dream.

First time laying eyes on her.

@jiahanjimliu @BlackPantherCap Too hard to time this lately. Seems fluid. I did look at all the Iran mews 2 nights ago lookimg for cheaper entries the next morning and the market didn’t seem to care that IRAN sent misspes into it’s neighbors.

@BlackPantherCap Didn’t congress vote to end it? How does that work in effective timelines?

Looks like the US & Iran conflict is about to come to an end. Bullish. $IREN $NBIS $CIFR $AAOI $RKLB $ASTS Lets go. Fire up the market again 😎 -BP Not financial advice.

@jonathan_nhl @jiahanjimliu Thinking i’m glad i bought 6000 shares recently. Nice day for it.

@JMesritz @jiahanjimliu Any thoughts on $NUAI

I am thinking to go all in on $IREN and $KEEL, then when a deal is announced rotate fully into the other until a deal is announced there and then rebalance. I also have $NUAI and could load into that. I was in Bitf in $2s and IREN in 40s. Any thoughts? @jiahanjimliu @FransBakker9812 @KashRamki

@insearch0fvalue @KashRamki @jiahanjimliu @KashRamki looks like a genius this morning. 26% up.

@KashRamki @JMesritz @jiahanjimliu I am just baffled by the fact you decided on a 100% allocation to this sort of company, that's what I mean by "I'm sure you can understand how insane of an investment this looks from the outside looking in"

Well my 6000 shares on Nuai on Margin liked today’s 26% run. I sold all my Tesla in my Roth last week and went IREN and KEEL. IREN and KEEL calls are up over 100%. Still have 580 shares of TSLA in main acct that could get rebalanced but things look expensive this morning.

@FollowingNewsOk @jiahanjimliu Solid work.

@JMesritz @jiahanjimliu I have done that with boring bitfarm, beautiful iren and sparta nbis…. I made a lot of money rotating them. However, i would made 3-4x more if i just hold them all and do nothing lol I entered bitf before it become keel, $20 on iren and $40 on nbis… just for your context.

@Manuel_E_Aldana @jiahanjimliu Sure. Let’s go!!!

@JMesritz @jiahanjimliu Why not $SLNH too?

@Karn211124 @PaulColumbus @jiahanjimliu Sell and go where?

@JMesritz @PaulColumbus @jiahanjimliu I was thinking to go all in $KEEL then sell at $25 like last year I did with $CIFR

@BobSchn18365023 @jiahanjimliu Or??? It does. Own 2 stocks, one goes up and you sell and go into the other. Pretty good chance one of 2 stocks goes up.

@JMesritz @jiahanjimliu Haha, it won't happen the way you think

@Sebagyeong True. But buying both and then selling one if it gets a deal and pushes higher and then rotating that one into the other one might create some alpha.

$IREN $KEEL 시장의 타이밍을 잡는건 매우 어렵다

@Samdanawich @jiahanjimliu Then maybe a higher percentage of Keel owned hoping for a summer deal announcement and then back into IREN.

@JMesritz @jiahanjimliu This is what I’m thinking. Ben said they’re targeting 3 deals for 2026, and I expect 1 big deal for IREN near the end of 2026. I’m hoping for a few big deals for Keel, and a spike to $10-12.

@jonathan_nhl @jiahanjimliu Anecdotal and X chats seem to put Keel ahead and a little less risky then NUAI. But i am in all 3, so if NUAI takes off first i could rebalance into others. Create some alpha by rotating through them all. A lot of Alpha.

For me, i am selling about 1000 shares of long term capital gains $TSLA. I would like the option of transitioning some of that back to Tesla in a year when they hopefully have a ramp more visible. At that time i would evaluate IREN and KEEL to see what of the three has the best growth possibility. I definitely want to be on the long term Tesla trajectory. I could see that once IREN shows their ability to build that more investors will prebuy the 5GW ramp and the price might be a bit high and a good time to rotate.

@jiahanjimliu @JMesritz Do you have a certain price target for IREN to hit before you branch out to other stocks you like? Or are you just going to stay fully concentrated for at least 5+ years?

@Billions777888 @jiahanjimliu I agree.

@jiahanjimliu @JMesritz NUAI and KEEL both are so cheap. When they announce deals they will go bananas!

To clarify…. I am not confident in my timing. Let’s say i am 60% IREN and 40% KEEL. If KEEL announces two deals first and jumps up 100% i could sell all KEEL and move to IREN for it’s projected deal. Then when IREN gets a deal and moves up 50%, i could sell some and spread between the two. That’s my thought and leveraging both conpanies expected deals.

@JMesritz It's not easy to time deals but it depends on your confidence to do so. I don't think they would go anywhere zero as long as AI spend holds up. I am 95% IREN myself but would caution others to not take such high risk as myself.