$IREN 🟢I think its a DONE DEAL:
➡️IREN is an Australian company
➡️IREN has the power Anthropic needs
➡️Leopold Aschenbrenner holds 12M shares of IREN in Situational Awareness fund
➡️Leopold's fiancee works as Chief of Staff at Anthropic
$NOK has stacked up deal after deal for two straight weeks and the stock has done nothing but bleed, down roughly 30% from its June highs while the news flow gets better by the day.
Here is all that has happened.
>>Orange Belgium, this week. Nokia selected as the SOLE supplier for a multi-year transformation of the operator’s entire transport network, unifying fixed and mobile into one converged optical network across Belgium, running 400G and beyond.
>>The Google deal. Gemini AI agents embedded directly into Nokia’s network software, layering high margin AI on top of the hardware they already sell.
>>The Amazon deal. Nokia’s Autonomous Networks Fabric running on AWS, building toward fully self-driving networks with the biggest cloud on earth.
>>The Pennsylvania expansion. A major buildout of their photonic chip facility, one of the only advanced semiconductor packaging plants on US soil, part of a multi-billion dollar US manufacturing push the
administration keeps spotlighting.
>>Four insiders bought on the open market last month between $15.34 and $16.02. The stock trades around $12, well below every price they paid.
The numbers also speak loud.
AI and cloud revenue up 49% last quarter. Optical networks up 20% on hyperscaler demand.
A $1 billion NVIDIA investment behind the 6G push. EUR 1 billion order backlog.
$GOOG, $AMZN, Orange, the US government, and their own executives all committing to Nokia in the same month the market sold it down 30%.
Earnings July 23. The disconnect gets resolved one way or another.
Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD, $TSM, $AVGO
3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV
4. Models ~ $META, $ORCL
5. Applications ~ $PLTR, $TSLA
All these names will see generational upside in 2026 as AI continues to expand rapidly.
Save this for later…
🚨 STOP AND LOOK AT THE CHART 🚨
This overlay says everything
White candles represent the full dotcom cycle of 2000, growth and collapse
As you can see, they align perfectly with the AI bubble price action right now
And yes, history is about to repeat
The reason isn't random
In 2000 it was Cisco and Intel
Every company rushed to buy chips for the internet revolution
Then the buildout slowed, orders collapsed, and the companies that supplied the boom got hit hardest
In 2025 it was Nvidia
Every company rushed to buy chips for the AI revolution
The buildout is slowing now too
Different era, same mania, same index, same chart
And you already know how the dotcom version ended
If you've been following me closely you knew when and why S&P 500 would start correcting
Many of my followers also took profit from the GOLD pump
The next stock market updates will be the most important ones
The reason is simple - we're entering a correction phase
Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner
$VIX popped 13% today and everyone's reaching for the crash hat.
Look at what's actually moving. Nothing confirms it.
Credit's flat. No Treasury bid. Gold DOWN 1.3%. In real fear gold catches a bid, not this.
And the most credit-sensitive thing on the board, small caps, OUTPERFORMED tech by two points. Real stress hits them first, not last.
This is a mega-cap positioning unwind, not a regime change.
But here's the part that matters into Thursday. Dealers flipped short gamma with QQQ pinned below the flip level, so whatever PCE prints gets amplified, not absorbed.
Cool print and this squeezes hard. Hot print and the flush gets ugly fast.
You buying this dip or fading the bounce?