$IREN Ltd(IREN)$ IREN: Pioneering the Future of Sustainable AI Infrastructure: IREN is transforming data center infrastructure by developing the world’s most efficient platforms to deliver AI computing power, all fueled by 100% renewable energy. As the CEO highlights, the explosive growth in the sector means traditional providers simply can’t keep up with the surging demand. Key highlights include: • 3GW of contracted power capacity secured • A landmark $9.7 billion multi-year contract with Microsoft • Another major hyperscaler partnership on the horizon seems all but inevitable This positions IREN as a leader in meeting the massive, rapidly growing needs of AI while prioritizing clean, renewable energy sources.
$IREN Ltd(IREN)$ Why the 20% Drop in $IREN Doesn’t Add Up 🔴 • Surging AI demand shows no signs of slowing down • Data center construction remains firmly on track • Massive 3GW pipeline set to come online over the coming years • Secured access to low-cost power while competitors struggle to keep up • Landmark $9.7B hyperscaler deal with Microsoft already secured • Additional major hyperscaler partnership expected imminently • Exceptional contract terms, including a ~$2B prepayment from Microsoft driven by intense demand • Favorable vendor financing from Dell for GPUs and critical equipment • Recent multi-billion-dollar capital raise to fortify the balance sheet This pullback looks like an overreaction—fundamentals are stronger than ever.
$Meta Platforms, Inc.(META)$ META’s Hidden Catalyst: Unlocking Massive Cash Flow If Meta pulls the plug on its money-burning metaverse division, it would instantly free up roughly $3 billion in quarterly cash flow. The smart play is simple: redirect that capital straight into massive new data center builds powered by open-source Llama models. That’s the real driver behind the stock’s bullish surge right now. With ValueTrigger approaching $999, META remains deeply undervalued — this is pure alpha waiting to be unlocked. Sharing the data for the community. 🚀 @Tiger_comments@TigerStars
$SPDR S&P 500 ETF Trust(SPY)$$Invesco QQQ(QQQ)$ Market Pullback: Fading Reopening Hopes and Tech Drag: Stocks are declining today, with much of the prior enthusiasm for the U.S. government’s reopening already reflected in prices. Pressure from underperforming chipmakers and a downturn in the Magnificent 7 tech giants is weighing on broader indexes. Rising Treasury note yields are further eroding stock support, fueled by hawkish Federal Reserve remarks that have lowered the odds of a rate cut at next month’s FOMC meeting to 53% from 70% a week ago. @Daily_Discussion@TigerWire
$NEBIUS(NBIS)$ NBIS: A Bullish Powerhouse in AI Infrastructure 🚀 Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside! Leadership is now projecting a whopping $9B in ARR for 2026 😎 Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light… The $NBIS upside is absolutely massive! Here’s why: • Epic $3B deal with $META • Ambitious $7-9B ARR goal for 2026 • 2.5GW of contracted power locked in for 2026 • 1GW of live, connected power by
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