Gregory L

$IREN BY SUMMER MAY SEE $100. But definitely ABOVE $100 by end of 2026 ✅ The QUESTION is ARE YOU PREPARED FOR RIDE -> WEAKS HANDS GETS WASH OUT -> ONLY STRONG DESERVE THE PROFITS 💵 💰. SHORTS ARE SHAKING AND WE ARE NOW AT 65 % LOWS FROM HIGH. IM READY for the RIDE . Are You?

$IREN 1.4 GW Sweetwater 1 substation in West Texas is energizing in April 2026. That’s not a future promise. That’s not a roadmap slide. That’s a 1,400 megawatt data center coming online RIGHT NOW. For context: most AI data centers being announced today are 100-300 megawatts. $IREN just plugged in more than four times the largest of them. The 85% EBITDA margin business only works when the lights turn on. The lights are turning on. Most investors will only notice this quarter after the numbers print. That’s fine. This is why I own it. -BP Picture from @InvestNorthwise Please note: This is not financial advice. Do your own due diligence.

$TMDX $RDDT $CRDO $MELI all trading at their lowest NTM ev/ebitda multiples ever... I think all 4 of these stocks are at least 2x higher within the next 2-3 years.

Exciting to see how quickly this is moving now 👀

Bernstein expects $IREN to do 4x in the next 12 months. Some FinX investors, think that $160+ is highly likely. Personally, all I know is that $IREN is an easy $100B company and has the highest potential upside in 2026. All-In has never been easy in life, let alone this short term unpredictable market.

Building a $1M high yield ETF Portfolio That Pays $150,000 + Annually. Here’s what the math looks like. 🧵👇

$IREN CEO dropped this gem on the "5% Capacity" Microsoft Reveal: "Microsoft's one of our early partners, we signed a $9.7 billion contract with them late last year but as I was explaining to you before the show, that's 5% of our capacity so things are busy at the moment." A $9.7 B contract is phenomenal on its own, but casually mentioning that this massive deal only eats up 5% of their total capacity implies a theoretical revenue ceiling for the company that is absolutely astronomical.

Great to see an account with nearly 0.5m followers being BULLISH on $IREN 🔥🔥🔥

My base case might be 5x in 5 years... fwiw, we had a data center expert in our office today for 2+ hours and he loves $IREN... it's his biggest position... he's been to West Texas, he's met with the Roberts brothers and he's walked their data centers (when they were mining bitcoin and looking for funding so they could do their pivot).

$ARCT ... Arcturus Therapeutics: Differentiated mRNA Platform Nearing Phase 3 Enabling Events for Two High-Value Rare Diseases—Initiating at Buy, $22 PT -- B. Riley Securities (6.39) Analyst Mayank Mamtani offered, "We are initiating coverage of Arcturus Therapeutics Holdings Inc. (ARCT) with a Buy rating and a 12-month PT of $22 per share. Amid an ongoing innovation wave in RNA-based medicines, we believe that ARCT stands out on the basis of its proprietary LUNAR (lipid-enabled and unlocked nucleic acid modified RNA) platform, enabling multi-tissue, safe, efficient, and effective delivery of messenger RNA (mRNA) that is uniquely applied to two wholly owned rare disease programs, inhaled ARCT-032 for cystic fibrosis (CF) and intravenously administered ARCT-810 for ornithine transcarbamylase (OTC). ARCT-032 targets the core CF disease etiology by restoring CFTR expression, initially focused on the Class I null mutation population, which is pharmacologically inaccessible by incumbent modulator-focused approaches, e.g., Vertex (VRTX — Not Rated) ETI (Trikafta) and SION's NBD1 stabilizer+corrector combination. The upcoming Ph2 cohort 4 (n=~20 Class I subjects, 10 mg daily starting dose) initiation is designed for 12-week therapy exposure building on Ph1b 8-day (n=4) and Ph2 cohort 2 4-week initial proof-of-concept (n=6) as it relates to mucus plug reduction as assessed by high resolution CT scan (HRCT imaging for small/ medium-sized airway) and gold standard spirometry FEV1 efficacy (total airway clearance). We expect the inclusion of the more sensitive Lung Clearance Index (LCI) in cohort 4 alongside a tightened stable lung function baseline to yield robust datasets supportive of a Ph3 go/ no-go decision over the next year. ARCT-810 has generated a Ph1/1b and two Ph2 datasets, and completed a placebo-controlled European study (n=6) and an open-label U.S. study (n=3 completed), highly de-risking OTC enzyme activity that is likely to improve on the relatively low threshold established by peer RARE's DTX01 gene therapy. ARCT trades near net pro forma cash, indicating minimal EV ascribed to two programs nearing Ph3, as well as potential CSL arbitration related to legacy COVID vaccine efforts and an ABBV/Capstan lawsuit-related cash influx."

New $IREN Deep Dive: Childress Unlocked I’ve spent the last couple of weeks writing the most important $IREN deep dive I’ve published to date. Air-cooling at Childress is a MUCH bigger deal than the vast majority of investors and analysts realize. Honestly, $IREN price targets across the board should be well above $100 at this point. But Wall Street missing the forest for the trees is nothing new. I’ve extensively modelled out the company’s near-term pipeline using conservative assumptions (below management’s guidance), and it’s clear as day that the market isn’t properly pricing in $IREN's industry-leading earnings power. $IREN is going to make BILLIONS of actual net income over the coming years… not just meaningless EBITDA or top-line figures, but real profits flowing to the bottom line. If anyone is the next hyperscaler, it’s $IREN. Remember, real hyperscalers are actually profitable… At the same time, every investor should be aware of looming industry risks that affect all neo-clouds in the sector and evaluate how they could impact the investment thesis. That’s exactly what I’ve done for all our readers. These are the topics this new report covers: ➞ Breaking down the new GPU orders + new guidance ➞ Implications of air-cooling ➞ Extensive pipeline modelling ➞ Comprehensive analysis of the new $6b ATM ➞ Risks to the investment thesis ➞ + Plenty of bonus topics This 40+ page mega deep dive covers everything $IREN investors should be aware of today. It’s written in a very reader-friendly way, with many graphics & embedded video clips throughout. I chuckle when I read so-called “analysts” on X give their takes on $IREN after doing nothing more than surface-level analysis (at best). Most investors have no idea where this is heading… If you’ve read the new deep dive, I’d love to hear your feedback in the comments. Appreciate all of you, cheers! ✌️ agrippa.investments/p/iren-childre…

$ONDS Keep an eye on this one holding up like a beachball underwater with this huge 35% short float🔥 if it cracks that $11 spot today could make quite the explosive move! Drone play with clear accumulation recently.. would be A+ but have to lower it in this environment as it been choppy.

$NVST Bull: Leerink $35 PT (outperform) Bear: Morgan Stanley $19 PT Wide range = opportunity?

$GTLB - $1.5M Call buyer

@Stocktwits 1. $NVDA 2. $IREN

$IREN New ARR can be north of 10 Billion $ once the new deal for 1400 Mw to 2000 MW. Up from 3-4 to 10 is very much possible. Hopefully Dan can answer this potential question on Sunday 9 PM EST ✅

I honestly think if you invested $125,000 to $175,000 in $IREN here in the high $30/share range, you’ll be a millionaire over the next few years. Also, you’ll be making bank on selling covered calls once the stock appreciates further. I secretly want this stock even cheaper…

$IREN LAST DAY BEFORE DAN DROPS SOME BIG HINTS ON SUNDAY. MONDAY WE MAY NOT SEE < $ 40. ✅

$QURE 7/17 20/40 calls over a million bucks! $XBI $IBB

Be Jeff Green: • Sold $162M of $TTD at ~$120 in Jan 2025 • Stock later collapsed ~80% • Just bought $148M at ~$25 Sold ~5x higher than he’s buying it back now.