Jacob’s Insights

🚨 BREAKING: 🇺🇸 🇮🇷 U.S. AND IRAN HAVE REACHED A ROADMAP TO A FINAL DEAL WITHIN 60 DAYS THEY HAVE REACHED AN AGREEMENT ON THE STRAIT OF HORMUZ AND NUCLEAR WEAPONS INSIDERS SAY THEY ARE WORKING ON A CEASEFIRE IN LEBANON RIGHT NOW THIS IS EXTREMELY BULLISH FOR MARKETS!!

GOOD NEWS 📰 Jefferies analyst Philippe Houchois raised $TSLA price target from $350 to $375 while maintaining a Hold rating 🔥 The primary drivers behind the updated outlook include: ✅ Jefferies notes that a potential merger between Tesla and SpaceX is increasingly becoming a consensus expectation among institutional investors. ✅ While some Wall Street firms remain cautious over pressured near-term automotive margins and heavy capital expenditures, Jefferies highlighted encouraging signs on the consumer front: Tesla’s order backlog has reportedly reached its highest level in two years, signaling resilient underlying demand for its vehicles. ✅ The analyst underscored that the upcoming timeline for the Optimus humanoid robot is a critical upcoming catalyst for investors to watch, with targeted production is slated to begin as early as July or August.

FSD 14.3.3 in NZ video, it's great!

🚨 BREAKING 🇺🇸 FED TO MAKE AN EMERGENCY ANNOUNCEMENT TOMORROW AT 9 AM ET, RIGHT BEFORE THE U.S. MARKET OPENS! INSIDERS REPORT THEY'LL OFFICIALLY START QE (MONEY PRINTING) AND ANNOUNCE A $50 BILLION LIQUIDITY INJECTION TO PREVENT A MARKET CRASH. ALL EYES ON THE FED TOMORROW 👀

In about 3 months or so, Tesla FSD is about to get a very useful next step. Talking to Grok like you would talk to the world’s calmest Uber driver. “Turn right here.” “Drop us off at the entrance.” “Park farther away, we’ll walk.” That is the difference between a car following directions and a car actually being useful. FSD plus Grok is going to feel very different. @Tesla @Grok / Writer: Annette, Designer: Janné

$IREN Are You Positioned for What's Coming?! I’ve said it before: IREN’s Annual Recurring Revenue (ARR) is fundamentally simple. It is a predictable pipeline of GPU batch purchases and their associated revenue streams layered linearly on top of one another. 2026 ARR Roadmap 🔹Prince George: 23,296 GPUs → $500M ARR 🔹MSFT H1–H4: 76,896 GPUs → $1.933B ARR 🔹Mackenzie: 32,290 GPUs → $833.2M ARR 🔹Childress 50: 17,176 GPUs → $434M ARR EOY 2026 Target: 150K+ GPUs → $3.7B ARR 2027 ARR Roadmap The playbook for 2027 is identical: stacking successive hardware batches and compounding the revenue. 🔹Canal Flats: 12,344 GPUs → $312.4M ARR 🔹NVIDIA 60MW: 20,608 GPUs→ $680M ARR 🔹Childress 190 Air: 65,268 GPUs → $2.15B ARR 🔹Horizon 5-6: 38,448 GPUs → $2.08B ARR 🔹Sweetwater P1: 76,896 GPUs → $4.15B ARR EOY 2027 Total - 363,852 GPUs → $13.07B ARR To project these numbers, my model relies on some key assumptions: 1. Canal Flats utilizes the same unit economics as Mackenzie. 2. Childress 190MW Air utilizes the same unit economics as NVIDIA 60MW. 3. Horizon 5–6 and Sweetwater 1 (Phase 1) will debut VR200s. I model the hourly rate for Vera Rubin chips at a significantly higher $6.16/hr. This premium accounts for both higher baseline Capex costs for those GPUs (significantly higher) and IREN’s ability to capture a small portion of the massive performance multipliers inherent to the Rubin architecture, and the marked improvement in GPU hourly rates over the last 9 months. Buckle-up buttercup. 🚀🚀🚀🚀 (Imagine selling right before this ramp. YFA 🤦‍♂️)

$IREN: Fundamentals Improving, But Retail Investors Are NOT Paying Attention 🧐 I think you should pay attention before the institutions do. Buy when it’s undervalued, not when it’s already at fair value. If you don’t know, keep track of this. This is why I am increasing my position in $IREN, not doing the opposite. ✅ May 1 — Energized Sweetwater 1 (1.4GW), creating one of the largest AI-ready power platforms in the industry. ✅ May 5 — Acquired Mirantis ($625M), adding enterprise cloud infrastructure and Kubernetes capabilities. ✅ May 7 — Signed a 5-year, $3.4B NVIDIA partnership to provide Blackwell-powered cloud services. ✅ May 7 — Acquired Nostrum Group (490MW), establishing an immediate foothold in Europe. ✅ May 11–14 — Raised $3.0B through an oversubscribed convertible note offering, highlighting strong institutional demand. ✅ May 18 — Acquired Awaken Agency, bringing brand, media, and enterprise marketing capabilities in-house. ✅ May 26 — Announced a target of $4.4B Annual Run-Rate Revenue (ARR) driven by upcoming Blackwell deployments. ✅ June 1 — Secured $3.65B in GPU financing to accelerate AI infrastructure expansion. ✅ June 3 — Announced an 800MW AI data center campus in South Australia, expanding its global development pipeline. ✅ June 2026 — Became a Headline Sponsor of RAISE Summit 2026 (Paris), increasing visibility with global AI enterprises and customers. The market still seems to view $IREN through the lens of its past. I believe the company is rapidly evolving into a global AI infrastructure platform spanning power, data centers, GPUs, cloud services, and software. Fundamentals are improving. The story is expanding. The market’s attention hasn’t caught up yet. That’s why I’m accumulating.

🚨 Tesla가 'MEGAPOD' 상표를 새롭게 등록했습니다. 1️⃣ MEGAPOD는 무엇인가? ✅ AI 연산을 위한 모듈형 데이터센터 하드웨어 시스템 ✅ 컴퓨터 서버와 AI 처리용 하드웨어 포함 ✅ 컴퓨터 네트워크 장비 포함 ✅ 전력 분배 장치(PDU) 포함 ✅ 냉각 시스템 포함 ✅ 하나의 통합 패키지 형태로 판매되는 구조 2️⃣ 주요 특징 ✅ AI 워크로드 전용 자급형 모듈식 컴퓨팅 시스템 ✅ 하드웨어, 전력 공급, 냉각 설비를 하나의 인클로저에 통합 ✅ 빠른 구축과 확장이 가능한 데이터센터 플랫폼 ✅ 대규모 AI 연산 환경에 최적화된 설계 3️⃣ 소프트웨어 기능 ✅ 시스템 상태 모니터링 ✅ 운영 및 관리 자동화 ✅ 성능 최적화 ✅ 전력 및 냉각 효율 제어 4️⃣ 이것이 의미하는 것은? ✅ Tesla가 AI 인프라 사업을 본격 확대하려는 움직임일 가능성 ✅ 슈퍼차저에 배치될 전용 Digital Optimus 유닛과 연관됐을 가능성 제기 ✅ 향후 Optimus, FSD, Dojo 등 Tesla AI 생태계 확장의 핵심 인프라가 될 수 있다는 관측

$ONDS has been consolidating for 6 months After a 10x move last year, that is constructive It has allowed: • Price to accept and maintain the move • Multiples to catch up, currently around 49x P/S • Catalysts to stack And the catalyst stack keeps growing On Jun 18, $ONDS announced th acquisition of Cyberhawk which expands into critical infrastructure intelligence through software, data and AI On Jun 16, $ONDS launched a major autonomous-defense portfolio at Eurosatory 2026, including: • Iron Wave → autonomous ground-vehicle defense • Dual Shield → truck-mounted counter-UAS • MODUS → dismounted ground-force protection • Scout Cyber-over-RF → mobile counter-drone • Iron Arrow → long-range interceptor • LADOS → autonomous defense orchestration layer The most important piece may be LADOS It connects the portfolio into one coordinated operational layer across air, ground, counter-drone and command environments This is where $ONDS can start moving from a defense/drone roll-up into a true systems-of-systems platform With FY26 guidance of at least $390M, or roughly 670% YoY growth, I think the next push is a matter of time if execution continues Technically, we want to see $ONDS hold above the 200MA and trendline (right on the level) If it breaks, the next support level I’m watching is $8.45

$TSLA Tesla's top priority is the expansion of Cybercab. You may think the wait is getting longer, but the road they change will be etched in history. I still see a shining future. Rome wasn't built in one day..

These are what real acquisitions look like, strategic, transformative, and value-driven. Fully operational, profitable businesses that bring proven capabilities, recurring revenue, and immediate value. This is how $ONDS allocates capital: with discipline, vision, and a clear focus on building a stronger long-term ecosystem.

July is the month. The CLARITY Act needs to pass. No more waiting. 🚀

15 YEARS OF HISTORY TELL US BITCOIN IS ABOUT TO GO PARABOLIC 🚀

Senator Cynthia Lummis on the CLARITY Act: 🇺🇸 "The CLARITY Act is not a concession. It's a commitment." It's coming. 🚀

BITCOIN NEVER WENT BELOW IT'S PRODUCTION COST BOTTOM FORMATION

$TSLA $TSLL weekly ascending triangle still intact Zoom in on recent short-term price action, it has been grinding lower since late May in a current downtrend. We might have one more great buying opportunity shortly at $350-$370 range before attempting to take the top off this pattern and head to new all time highs in Q3/Q4. Anyone looking to scoop up some more shares soon? 🙋‍♂️

🇺🇲 JUST IN : PRESIDENT TRUMP Bitcoin and crypto will skyrocket like never before, beyond your expectations.

🇺🇸 TESLA IS ABOUT TO BREAK A 5-YEAR CUP AND HANDLE PATTERN. Since 2021, $TSLA has been forming this Cup and Handle pattern and it's in the final stages. Once the handle breaks, there is no saying how high this stock can actually go. Cathie Wood has just bought more Tesla and she isn't the only one. They know something we don't.

Exclusive: Tesla Model Y L Launching This Fall in North America notateslaapp.com/news/4326/excl…

I feel truly honoured to be included in the Early Access group for FSD v14.3.3 in Australia. I've come back from roughly 60km of driving on it, all of which was on FSD. I have some video that needs editing but in the meantime, here is a writeup of my first impressions: This is an enormous upgrade over 13.2.9. The speed profiles are absolutely transformational. I used the hurry profile for the entire drive and really for me I don't think I'd ever use anything else. On hurry, the car is very assertive, it has the sense of urgency v13 lacks while still being smooth, confident and extremely safe. Below are all my complaints I had with v13 and how v14 addresses them. 1. Speed too slow / degradation On Hurry, the car accelerates confidently and quickly and stays pinned to 5kph over the limit. For WA this is perfect as 5kph on the speed is 3kph in true speed. This means it won't trigger any speed cameras. In Victoria this might be too much and you might want to stick to Standard. No more PoE!! I pronounce this issue FIXED. It also slows down to a lower speed zone quicker. 2. Staging for upcoming turns v13 would wait until the last 2-300m before changing lanes to prepare for an upcoming turn. v14 gets where it needs to be well ahead of time. FIXED 3. Lane change timidness v13 was frustratingly timid with lane changes. Hurry mode in v14 gets over well in advance to pass slower traffic and returns to the left lane as soon as appropriate. 4. Roundabouts v13 would be slow and sometimes misjudge gaps with roundabouts. v14 absolutely aces roundabouts. It feels really really good. FIXED. Cons? There are none compared with v13. It's night and day. Parking was mostly great. Twice I had to tap the accelerator to get it to pull out of a parking lot. It did a poor job of one of its park jobs but aced others. It did a weird thing when it got close to my house and decided to park where it shouldn't. The next attempt it missed my house and pulled into a neighbours driveway. Other than that, absolute perfection. @Tesla_AI @TeslaAUNZ it's ready, push it wide ASAP. I can't wait for everyone to try this.