Ace Informatic

[Michael Sikand 🦑 @michaelsikand]

Northland's optical analyst Tim Savageux just raised $NOK PT to $20.

He is one of my favorites on the street and front ran photonics heavily before retail.

For example, he had bullish PTs on names like $SIVE and $MXL before a single name was on X.

Tim Savageux is a savage.

[Ace Informatic @AceInformatic]

@johncoldcuts Lmao 🤣

[KawzInvests 🦑 @KawzInvests]

$NVDA Vera CPU partner list from GTC Taipei.

Early Adopters: OpenAI, Anthropic, SpaceXAI

Cloud: $NBIS $ORCL $CRWV

Manufacturing: $DELL $HPE $SMCI $SNX

Taiwan ODMs: Foxconn, Quanta, Wiwynn, Wistron, Gigabyte, ASUS, Compal, Pegatron, Inventec, MSI

[Enrich Trades @enrichtrades]

Predictions for this week, 6/1:

$CRWV to $125
$PLTR to $180
$NBIS to $275
$ARM to $450

[compassbow @compassbow]

$NOK Insider Buying Update 🚨

Chief of Staff Victoria Hanrahan just bought 44,682 shares at ~$15.81 average ($706K).
→ This is her first disclosed purchase.
→ Follows Owczarek’s (Chief Development Officer) ~$1M buy last week.
→ Over $3M in insider purchases in May alone, even after the stock is already up +127% YTD.

Insiders know what lies ahead for their Optical, IP and AI-RAN business - and are putting their own skin in the game.

You do not own enough $NOK.

$NOK is ~15% of my portfolio and I don't think it's enough. Adding more tomorrow.

https://t.co/pB4WtQYMRe

[Remz @Remzztrades]

SoftBank owns about 90% of $ARM … this squeeze could get diabolical.

Trading at $372 on Hyper-liquid right now

[Remz @Remzztrades]

$2 to $100 … 50x … no one does this but me

I post so much free alpha it’s insane and all you have to do is follow me.

[InvestmentGuru @InvestmentGuru_]

THE NEOCLOUD SUPERCYCLE IS ACCELERATING

The smartest money in AI just made its move — and the signal is impossible to ignore.

Leopold Aschenbrenner’s Situational Awareness fund — which grew from $225M to $13.7B AUM in under 2 years — just disclosed a 5.6% stake (12.4M Class A shares) in $NBIS.

This is the guy who called every major AI bottleneck years early. He doesn’t park $2B+ in a position casually.

$NBIS — Nebius Group

→ Q1 revenue: $399M — up 684% YoY, 75% QoQ
→ AI cloud ARR surged to $1.9B, up 54% QoQ
→ Adjusted EBITDA margin: 45% in AI cloud segment
→ $27B, 5-year Meta deal locked in
→ $9.3B cash on hand after raising $6B+ YTD
→ Targeting 4 GW+ contracted power by year-end
→ Full year guidance: $3B–$3.4B revenue, $7B–$9B ARR
→ Selling out capacity every quarter — demand exceeds supply

Aschenbrenner just validated what the fundamentals already screamed.

$IREN — The Vertically Integrated Beast

→ $3.4B NVIDIA AI cloud contract secured
→ $9.7B Microsoft deal for GB300 GPUs (5-year)
→ $2.1B NVIDIA equity investment (30M share warrants)
→ Blackwell deployment at Childress, TX → ARR target raised to $4.4B
→ 4.5 GW total power footprint across TX, Canada, Oklahoma
→ $3B convertible note raise shows capital market conviction

IREN isn’t a miner anymore. It’s a full-stack AI factory operator with NVIDIA and Microsoft as anchors.

The NeoCloud Basket

→ $CRWV — CoreWeave: $99.4B backlog, 1GW+ active, pure-play benchmark
→ $NBIS — Nebius: hyperscaler-grade AI cloud, Aschenbrenner’s biggest bet
→ $IREN — Vertically integrated, power-rich, Nvidia & Microsoft backed
→ $APLD — Applied Digital: emerging data center player in the mix

🧠 Why This Theme Has Legs

→ Hyperscalers (MSFT, Meta, Google) are outsourcing GPU capacity to neoclouds at scale
→ Power-connected land is the new scarce resource — and neoclouds own it
→ Nvidia is now an equity investor in both $NBIS and $IREN — alignment is complete
→ The $100B+ AI capex wave flows through neoclouds before it reaches anyone else

Other play - $SLNH $KEEL $BTBT $HIVE $WYFI $BTDR $CIFR

The NeoCloud isn’t a trade. It’s the infrastructure layer of the AI supercycle.

Not financial advice.

[RisenFit @risenfit]

$CRSR Business Pivot.

🔸 Last week Corsair formally expanded into:

• AI workstations
• AI servers
• enterprise AI
• infrastructure
• multi-GPU systems
• inference clusters
• AI deployment stacks

——————————
🔸 THEY JUST LAUNCHED
AI WORKSTATIONS

• Developer / local AI systems:

FlexPrime V20R
V50R
V80T
R80T

• These target:

local model training
fine-tuning
inference
agentic AI
computer vision

—————————
🔸 AI SERVERS
• Corsair launched:

FlexGrid G2E2
MG4E2
HG8E2
MI8E2

• These are:

multi-GPU AI servers
rack-scale compute systems
enterprise AI infrastructure

• Meaning:
Corsair is now trying to participate in:

private AI clusters
enterprise AI deployment
local inference infrastructure
on-prem AI

——————————
🔸 CORSAIR IS TARGETING THE MID-MARKET

• Corsair is NOT competing directly with hyperscalers.

• They are targeting:

enterprises wanting private AI
local inference
sovereign AI
air-gapped AI
edge AI
workstation AI

• This is a FAST growing market because:
many companies do NOT want:

cloud dependency
sending proprietary data to OpenAI
latency issues
cloud inference costs

So local AI infrastructure demand is exploding.

[The Tech Investor @TheTechInvest]

🚨BREAKING🚨

LEOPOLD ASCHENBRENNER IS NOW $NBIS LARGEST SHAREHOLDER AFTER INITIATING A 5.6% STAKE

Leopold Aschenbrenner is now $IREN & $NBIS largest shareholder.

[Remz @Remzztrades]

Another 10x coming? Maybe 20x.

Less than a month ago I posted these $NOK leaps and mentioned they were priced extremely cheap considering the move this could make this year.

They’re already up 220% in a month and should be ITM soon.

[Bourbon Insider Research @BourbonInsider]

$NOK Chief Development Officer bought 70,000 shares for $1.1M

[The Income Wheel @theincomewheel]

Insider fire sale at Nokia ($NOK), and it’s all buys.

Seven top executives and board members just dropped more than $2.5 million of their own cash into the stock over the last 30 days… even though it’s already doubled YTD.

No waiting for a pullback. No hesitation.
These are the same folks steering Nokia’s massive pivot into AI-RAN, turning cell towers into distributed AI compute nodes packed with Nvidia Blackwell GPUs. Edge inference at the tower level. Hyperscalers lining up for the optical backbone. Real infrastructure, real revenue ramp.

When the people who know the tech best are this aggressive with their personal wallets, it’s worth paying attention.

$NOK $NVDA

[Ace Informatic @AceInformatic]

@J_TradezZ Too many bangers — thanks J enjoy the holiday! We expect more bangers on Tuesday 😏

[Remz @Remzztrades]

$ARM

Holy Grail Setup

Took 4 different strikes on Tuesday & Wednesday into $NVDA earnings

All paid 1000%+

[Wall St Engine @wallstengine]

$MU: Our financial outlook has strengthened since our last earnings call. We're on track for another substantial record free cash flow in fiscal Q3. We expect tightness for HBM, Dram, and Nand to continue well beyond calendar year 2026."

[Daniel Romero @HyperTechInvest]

Leopold lost his aura

That’s my honest opinion

Got Iran-pilled and loaded up on semi puts before one of the biggest rallies in history

Exited his huge $INTC call position at $44 before the $100+ rally

- > Sold $HUT before it went up 105%

- > Sold $COHR before it went up 52%

- > Sold $CIFR before it went up 49%

- > Sold $TSEM before it went up 41%

- > Sold $LITE before it went up 35%

- > Trimmed 40% of $BE before it went up 90%

- > Trimmed $CORZ before it went up 59%

- > Trimmed $SEI before it went up 40%

Exited calls and missed a ton of upside

Portfolio getting lower quality, in my opinion, and messier

[Sean trades @SRxTrades]

Trade plan 5/18

$ASTS break over 85, 100c Jun 18--to target: $91.65

$INOD break over 96.7, 115c Jun 18--to target: $103

$OSS break over 17.03, 17.5c Jun 18--to target: $18

$DOCN break over 158.61, 175c Jun 18--to target: $164

$SATS break over 139, 150c Jun 18--to target: $145

Like❤️this if you want more trade plans!

[Ace Informatic @AceInformatic]

@Remzztrades TTP MF!