Market is in limbo waiting for $MU today.
97% chance it’ll beat earnings. $MU itself might see the same pattern as $SNDK / $AMD. Beat, dip, rally.
But the rest of the market most likely won’t pull back further… straight back to a heavy recovery IMO.
The report itself is the catalyst that resets sentiment across the entire AI infrastructure stack.
Strong numbers + HBM4 commentary = green light for Neocloud.
Yet again, great discount across the board today - $NBIS, $CRWV, $IREN, $CIFR, with my favorite being $WYFI.
People made millions when I called the entire AI/HPC run last year...
$CIFR at ~$3 to now ~$30
$IREN at ~$6 to now ~$60
$NBIS at ~$40 to now ~$280
And now I think Neocloud is heating up again.
Names like $WYFI, $NBIS, and even $WGMI ETF.
Even runners in other themes, like $ONDS at $1.
And don't forget, I also nailed:
$MU at ~$118
$INTC at ~$25
$TSM, $SNDK, $AMD, and more.
Doesn't matter what market cap...
I'll continue to share undervalued gems.
All for free, right here on X. 🫡
$WYFI is definitely early in its run. Great chart comparison with Nebius and $IREN.
But IMO the $WYFI / Nscale anchor reminds me more of an early stage $NBIS or $CRWV with $MSFT anchor.
It's the same playbook...
Anchor locks in revenue > validates infrastructure > attracts additional customers > scales to multi-billion valuation.
$WYFI is at the start of this pattern.
Big enough to not be too risky of a bet, and small enough (~$1.5B MC) to still become a multi-bagger.
$NBIS is ~50x away
$CRWV is ~40x away
$IREN is ~15x away
They're setting pretty clear precedent for where $WYFI is heading...
I freely share "early" trade setups, BEFORE they become popular on X.
$WYFI chart looks ready IMO... for those who missed my other ideas last year:
$CIFR at $3.15 (now at $29+)
$IREN at $7.52 (ran to $76+)
$NBIS at $39.12 (now at $286+)
And also $KEEL $NUAI $SLNH $WULF