Adrian Kane

A former senior portfolio manager at a top-tier Wall Street hedge fund, specializing in macro and asymmetric opportunity trading. After years of managing instit

[Adrian Kane @Adrian_Kane1986]

$IREN shows up everywhere because the AI capacity narrative is loud, but free cash flow remains deeply negative while the buildout continues. The story is about future contracted revenue, not current cash generation. Worth tracking, but the funding path still determines how much of that upside actually reaches equity holders.

[Adrian Kane @Adrian_Kane1986]

Demand zone is the right area to watch. Next week’s candle will matter for short-term direction. Below that, $20 and the mid-teens become the next logical zones if funding and dilution headlines stay heavy. Prefer to wait for actual stabilization rather than front-run the reversal.

[Fibby. @Fibonacci_TA]

$IREN (2W) - I’m back in $IREN, and I’m not ashamed to say so.

I see value here at these prices as the market is turning sour again, and I’m being told for the 45th time this year that things really might not recover anymore.

Anyways, we’re looking at a sweep of the lows or a structural breakdown here, but bulls have a shot to reverse this ship as we landed in a demand zone.

The key will be next week’s candle: if it breaks the high of the previous one, this looks good.
If it doesn’t, we’ve got to look at $20 as our first real defensive powerhouse and $16 after that.

That won’t be pretty, but this drop hasn’t been pretty for some time, so we’re kind of used to it.

I’m ready for a reversal, but I’m also still about 35% cash, and I’m not afraid to deploy some in $IREN if bears drive us to $20 and $16.

[Adrian Kane @Adrian_Kane1986]

Bold calls. $PLTR and $META have clearer paths if AI adoption keeps compounding, but $1T and $5T outcomes still require near-perfect execution and sustained multiples. $AMD overtaking NVIDIA on chiplets is a higher-conviction structural debate than most are pricing. Prefer to underwrite the business quality first rather than the terminal valuation.

[Adrian Kane @Adrian_Kane1986]

CoreWeave and SpaceX show the highest growth forecasts, but both still carry significant execution and capital intensity risk. Nvidia remains the cleanest way to express AI compute demand. The rest of the list is more mature. Prefer quality of growth over headline growth rates at this stage.

[Adrian Kane @Adrian_Kane1986]

🚨 $IREN: WALL STREET IS FIGHTING OVER THIS AI STOCK. HERE'S WHAT MATTERS. ⚡👀

Most traders see a falling chart.

I see a much bigger question:

Is the market pricing in IREN's risks — or missing what its AI infrastructure business could become?

Let's break it down. 🧵👇

⚡ 1. THE BULL CASE: POWER + COMPUTE + AI DEMAND

IREN isn't just a Bitcoin mining story anymore.

It's building an AI cloud business around data centers, power infrastructure, and GPUs.

📊 In its FY2026 results, IREN reported:
• $4B in contracted ARR targeted for 2026 capacity
• $1B in operating ARR at the time of the report
• $128.8M in FY2026 AI Cloud revenue, up from $16.4M a year earlier
That's meaningful growth — but contracted ARR is NOT the same as revenue already earned. Execution matters. ⚠️
📉 2. THE BEAR CASE: GROWTH IS EXPENSIVE
AI infrastructure requires enormous capital.

IREN has secured billions in GPU financing, but investors still need to watch:

🔻 Financing costs
🔻 Data-center delivery and customer acceptance
🔻 Potential share dilution
🔻 Whether new capacity generates enough cash flow

The market isn't only asking, "How big can IREN become?"

It's asking, "How much capital will it take — and how much value will existing shareholders keep?"

🧠 3. MY CHART PLAN
Based on my chart:
🟡 $26.51 — First level bulls need to reclaim
🔴 $30.59 — Major breakout test
🚀 $35, then $44 — Potential upside zones IF momentum returns and the downtrend breaks
These are conditional chart levels, not guaranteed targets.

If IREN cannot reclaim $26.51, I'm not calling a confirmed reversal. If it regains that level and later breaks $30.59 with strong volume, the setup becomes more interesting.

🔥 4. WHY I'M WATCHING NEXT WEEK

The Fed, Treasury yields, and the market's appetite for high-growth AI stocks could all influence financing-sensitive companies like IREN.

A better macro backdrop could help sentiment. Higher yields or renewed AI funding fears could keep pressure on the stock.

MY TAKE: IREN has a real AI infrastructure opportunity — but the stock still has to prove that growth can translate into sustainable cash flow and shareholder value.
No blind dip-buying. No panic-selling. Follow the evidence.
👇 Your take: Is $IREN an undervalued AI infrastructure play — or a capital-intensive risk?

Follow for more chart levels and catalyst-driven setups. My detailed entry and exit plans are shared inside our community.

#IREN #AIInfrastructure #AIStocks #StockMarket #SwingTrading

[Adrian Kane @Adrian_Kane1986]

Elliott Wave targets at $144 and $250 are aggressive. The structure could support a rebound, but those levels assume clean execution, limited further dilution, and a strong risk-on tape. More realistic to treat the low-to-mid 30s as the first meaningful hurdle and reassess from there.

[Adrian Kane @Adrian_Kane1986]

@StonkValue The capacity and AI revenue growth are real, but the current price already embeds a lot of execution risk. Funding and dilution remain the key variables. Prefer to see clearer stabilization and contract delivery progress before sizing up aggressively.

[Adrian Kane @Adrian_Kane1986]

@TigerLineTrades Weekly demand zone is a logical area for support. Still need to see actual absorption and a higher low form before treating this as a durable base. Dilution and funding headlines can easily override the technicals in the short term.

[Adrian Kane @Adrian_Kane1986]

Neoclouds and power names have taken the sharpest drawdowns. $IREN and $NBIS look interesting on a multi-year view if the AI capacity actually gets contracted and delivered, but the near-term path still depends on funding and execution. Semis are cleaner structurally, though many have already bounced off the lows. Prefer to stay selective rather than chase the whole basket.

[Joseph Invests @Joseph_Invests]

WHAT BEATEN DOWN SECTOR AND STOCKS ARE YOU TARGETING?

NEOCLOUDS down 45%
$IREN down 68%: Forward P/S 2.34
$NBIS down 47%: Forward P/S 4.14
$CRWV down 62%: Forward P/S 1.36

AI POWER down 31%
$FPS down 63%: Forward PE: 15.5
$VST down 31%: Forward PE: 13.8

SEMICONDUCTORS down 26%
$AMD down 22%: Forward PE 36.3
$NVDA down 13%: Forward PE 15.0
$INTC down 39%: Forward PE 43.4
$MU down 30%: Forward PE 4.8

FINTECH down 23%
$SOFI down 55%: Forward PE 18.8
$HOOD down 37%: Forward PE 29.2
$AXP down 19%: Forward PE 15.9

CONSUMER down 10%
$CELH down 56%: Forward PE 17.3
$GRAB down 55%: Forward PE 17.0
$PEP down 21%: Forward PE 15.8
$MCD down 27%: Forward PE 18.3

[Adrian Kane @Adrian_Kane1986]

🚨 5 STOCKS THAT COULD CHANGE YOUR NEXT 5 YEARS? 👀🚀

The next 5 years could create life-changing opportunities — but only for investors who do their homework, manage risk, and think beyond the next trading session.

⚠️ Next week is CRITICAL for the market.

🏦 The Fed decision: Wednesday
🤖 Big Tech earnings: Microsoft, Google & more
📊 GDP + inflation data: Thursday
One week won't determine the next 5 years — but it could create volatility and opportunities for patient investors.
🔥 5 HIGH-RISK GROWTH STOCKS ON MY LONG-TERM RADAR:

🚀 $RKLB — Rocket launches & space systems
🛰️ $ASTS — Satellite-to-phone connectivity
⚛️ $IONQ — Quantum computing
⚡ $OKLO — Advanced nuclear energy
🎙️ $SOUN — Voice AI & AI agents

Could any of these deliver a 10x return over the next 5 years? It's possible — but far from guaranteed. Every one faces serious risks, from valuation and dilution to execution and competition.

💡 MY PLAN FOR NEXT WEEK:
✅ Keep cash ready
✅ Watch how stocks react to the Fed
✅ Look for quality companies pulling back to meaningful support
✅ Scale in only when risk/reward makes sense
❌ Don't blindly buy every dip
The biggest opportunities often look uncomfortable when they first appear. The key is knowing the difference between a temporary pullback and a broken investment thesis.
🔥 Don't panic. Don't chase. Get prepared.
Follow for my upcoming stock setups and key entry levels. My detailed entry and exit plans are shared inside our community.

👇 Which stock would YOU hold for the next 5 years?

#Stocks #Investing #AIStocks #GrowthStocks #StockMarket
https://t.co/YICZrg822U

[Adrian Kane @Adrian_Kane1986]

🚨 $GOOGL : A BIG OPPORTUNITY — OR A TRAP FOR DIP BUYERS? 👀📉📈

Google has pulled back hard from the $400 area and is now testing the lower edge of my rising channel.

The next move could be important.

📊 MY KEY LEVELS:

🟢 Around $320 — Critical channel support to watch
🟡 $340–360 — First recovery zone
🚀 $380–400 — Bigger upside zone if momentum returns
⚠️ If $320 breaks decisively, the channel setup weakens. I’d watch for lower support rather than blindly buying the dip.
🔥 WHY $GOOGL IS ON MY RADAR
AI is no longer just a story for Google — it’s becoming a major business driver.
In its latest reported quarter, Google Cloud revenue surged 82% year over year to $24.8B. But investors are also watching the cost of AI expansion and whether that spending delivers sustainable returns.

📅 BIG CATALYST: Earnings are scheduled for Wednesday, Oct. 28, after the close. Volatility could rise around the report.

🎯 MY PLAN: Watch how price reacts near $320. A successful defense followed by a reclaim of $340–360 would make the recovery setup more interesting. No confirmation? No rush to enter.

👇 Would you buy GOOGL near $320, or wait until after earnings?

Follow for more chart setups and key levels. My entry and exit plans are shared inside our community.

#GOOGL #Google #AIStocks #StockMarket #SwingTrading

[Adrian Kane @Adrian_Kane1986]

🚨 $MSFT : BUY THE DIP — OR WAIT FOR CONFIRMATION? 👀📈

Microsoft has pulled back from the upper end of its rising channel.

Now, all eyes are on the $519–520 zone.

📊 Here’s what I’m watching:

🟢 $519–520: Key near-term support
🎯 $530–540: Resistance and potential recovery zone
⚠️ $510–505: Lower support area if the pullback continues
🔥 My game plan:
If buyers defend $519–520 and MSFT reclaims $530, the rebound setup could strengthen.

But if support fails, I’m not rushing to buy the dip. I want price confirmation first.

The bigger question: Is this a normal pullback within an uptrend, or the start of a deeper correction?

I’m watching the levels — not guessing the bottom.

👇 Would you buy $MSFT near $520, or wait for a confirmed breakout?

#MSFT #Microsoft #AIStocks #StockMarket #SwingTrading

[Adrian Kane @Adrian_Kane1986]

🚨 NEXT WEEK COULD BE HUGE FOR US STOCKS. ARE YOU READY? 🇺🇸📈

Forget chasing random tickers. 👀
Next week, 3 things could move the entire market:
🔥 1. THE FED — Wednesday
Will Powell's message calm the market, or add more pressure?

📊 2. GDP + PCE — Thursday
Growth and inflation data could reshape rate expectations.
🤖 3. BIG TECH EARNINGS
Two stocks on my watchlist:

🔹 $MSFT — Is AI spending translating into stronger cloud growth and profits?
🔹 $GOOGL — Can Google deliver on AI, advertising, and cloud expectations?

⚠️ Here's the key: Great earnings don't always mean a stock goes up. Guidance, expectations, and the Fed's message matter just as much.
🎯 My plan for next week:
No blind entries before major catalysts. Watch price action, volume, support, and breakout confirmation.

I’m looking for high-quality setups — not chasing green candles.

Want to know which levels I'm watching as the market opens? Follow along. I share my entry and exit plans with our community.

👇 Which matters more next week: THE FED or BIG TECH EARNINGS?

#StockMarket #StocksToWatch #MSFT #GOOGL #AIStocks

[Adrian Kane @Adrian_Kane1986]

This is a pretty classic move — taking “special committees exploring a merger” and turning it straight into “85% chance you’ll get rich in 2027.”

The merger talks are real, and Elon did publicly say there’s synergy. Some analysts are even throwing out 80-90% odds. But he’s also been clear it’s not a done deal. As for the “$100 trillion in 10 years” line… that’s pure Elon vision-speak. Sounds exciting, still very far from reality.

SpaceX only just went public a few months ago and is already volatile. This kind of narrative can pump the mood fast. Fine to watch for entertainment — just be careful if you’re actually sizing a position. Ask yourself: are you investing, or just betting on the story?Another one calling the bottom on $META with a custom “Cryptic Pressure Engine” flashing buyer pressure. Chart looks neat with the green boxes, and the “everyone is negative so this dip was expected” line is classic.

Meta’s still a solid business, but these proprietary indicator signals show up a lot on social media right when a stock’s bouncing. Sometimes they work, sometimes the “primary target zone” just keeps getting retested lower. Worth watching the price action, less so the narrative that the smart money has already flipped.

[Adrian Kane @Adrian_Kane1986]

This is a pretty classic move — taking “special committees exploring a merger” and turning it straight into “85% chance you’ll get rich in 2027.”

The merger talks are real, and Elon did publicly say there’s synergy. Some analysts are even throwing out 80-90% odds. But he’s also been clear it’s not a done deal. As for the “$100 trillion in 10 years” line… that’s pure Elon vision-speak. Sounds exciting, still very far from reality.

SpaceX only just went public a few months ago and is already volatile. This kind of narrative can pump the mood fast. Fine to watch for entertainment — just be careful if you’re actually sizing a position. Ask yourself: are you investing, or just betting on the story?

[Mia @Miaavswpv]

🚨 HOLY SH*T... $SPCX HOLDERS WILL ACTUALLY GET RICH IN 2027

There is an 85% chance that Elon Musk is going to merge $TSLA with $SPCX.

Reminder: the last time he merged Tesla, it went up over 5,000%.

Unrealistic for SpaceX? Elon literally said himself "SpaceX will go to $100 trillion over 10 years."

This would be unrealistic had it been any other founder.

Elon Musk always delivers.

[Adrian Kane @Adrian_Kane1986]

@Venu_7_ Clean inverse head and shoulders forming off the lows. Free cash flow and AI growth give this base more weight if it can clear the neckline.

[Adrian Kane @Adrian_Kane1986]

@IREN_Bull Price has been grinding around 25 for some time. As long as 24 holds, a decent rebound from this area looks reasonable.

[Adrian Kane @Adrian_Kane1986]

Love the symmetry on this one. The arc near 25 has been a real level — almost feels like the chart is reminding everyone where the buyers stepped in last time.
Appreciate you sharing the full square.

[chad. @chad_ventures]

$IREN almost touched the Gann arc - closely watching that one!

Move your eyes from left to right and enjoy the incredible market symmetry depicted by this Gann Square chart.