My top focus for the first two weeks of September is crypto stocks. The big catalyst everyone is waiting for is the CLARITY Act Senate procedural vote on September 15, which gives us roughly two weeks of potential run-up. We’re already seeing some crypto names showing strength, which makes me wonder if bigger money is positioning ahead of the catalyst. 👀 I like the idea of following the relative strength and riding the hot hand while the setup is there. My basket: 💰 $Robinhood(HOOD)$ 💵 $Circle Internet Corp.(CRCL)$ 🪙 $Coinbase Global, Inc.(COIN)$ 🏦 $SoFi Technologies Inc.(SOFI)$ 🐱

Thursday, $IREN Ltd(IREN)$ released its Q2 2026 earnings report, and the market clearly didn’t like it, sending the stock down 13%. This was because the company posted a huge ADJ EBITDA and EPS miss, driven by lower Bitcoin revenues, higher operating expenses, and a massive $450M impairment of Bitcoin mining equipment! A reminder that Iren is decommissioning Bitcoin ming mining equipment and replacing it with Nvidia GPUs to serve the growing demand for AI compute. Furthermore, the street was shocked when Iren announced it expects to spend $25-30B on capex in the next 12 months! This is more than double the consensus street estimates of $12.8B. I honestly don’t understand how this could be shocking to anyone who has been following the company. I gu

A few thoughts about $IREN Ltd(IREN)$ cash situation: $IREN finally received that pre-payment from $Microsoft(MSFT)$ around $1.8B. While this is good, it came much later than I would have expected, as the contract with $MSFT was signed in November 2025, so they got the money 2 quarters later. $NBIS signed their deal with $MSFT in September and got the first payments already next quarter. They were able to scale faster because they are using a colocation partner whose facility was further along in construction when the contract was signed than $IREN. This is the advantage of the $NBIS model, they are scaling faster. However, they have to pay more for it, as the colocation partner has a margin, while $IREN

Wall Street is wasting no time repricing $NVIDIA(NVDA)$ after Nvidia’s latest earnings report. The reaction has been remarkably consistent. Nvidia not only beat expectations, but also delivered a stronger outlook, reinforcing the view that AI infrastructure demand remains well ahead of available supply. Nvidia shares jumped 8.7% after the report. And now the price targets are moving higher across the board. 📈 Morgan Stanley: $288 → $300Bernstein: $315 → $400RBC Capital: $300 → $330Rosenblatt: $325 → $390Oppenheimer: $265 → $315Needham: $270 → $300Stifel: $282 → $315J.P. Morgan: $280 → $320Truist: $307 → $346Citi: $300 → $315UBS: $280 → $300 The broader message is clear. Analysts are becoming more confident that Nvidia’s growth runway extends well

For newer traders.(everyone else can skip) ps - read to the end for my bowling analogy…pretty proud of it. One thing that helped me a ton early on was standardizing everything…way more than the typical “rules” that you hear online. The goal (as a newer trader) is to make the smallest amount of “gut feeling” decisions as possible because you haven’t built up the intuition muscle. You have no reliable gut feelings…gotta earn those. Your trading should have ZERO ifs, ands, or buts. I’ll give you some *very broad examples* but make it up for yourself and your style/personality. Example standards: > position size: 10% of port (no exceptions) > stoploss: 5% below entry > profit target: place a 10% trailing stop after stock passes your breakeven level and just let runners run > vehicl

$NVIDIA(NVDA)$ is doing more than selling GPUs. It appears to be building an alternative AI ecosystem that reduces its dependence on hyperscalers. The problem is straightforward. $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ are huge customers, but they also want to reduce their dependence on $NVDA and gain more bargaining power over GPU pricing. That explains $NVDA’s growing investments in $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$

Good morning,Tigers! ☀️ The market is in a super weird spot right now. Crypto is suddenly back from the dead, while $SPDR S&P 500 ETF Trust(SPY)$ remains choppy and directionless. There’s no clear macro trend, and investors are being pulled in different directions by everything from Trump’s comments on Hyperliquid to the latest healthcare breakthroughs. And the calendar isn’t helping. Midterms are approaching, Jackson Hole is next week, and $NVIDIA(NVDA)$ earnings are coming up. It feels like the market has a lot on its mind at once. That’s why, for me, this remains a theme picker’s market. When the major indexes lack a clear direction, I’d rather focus on individual themes that have their own catal