@Agrippa_Inv I initially invested in $IREN because of your thesis over a year ago, but you need to be objective here. Your CEO said on the CC that no marketing was necessary because of NVDA chips. That demand for compute was off the charts. Then the only deal they sign is for marketing 🤣
IREN is building AI infrastructure at gigawatt scale. Becoming the provider customers think of first takes more than building it. It takes presence where decisions get made.
Our Golden State Warriors (@warriors) partnership brings us deeper into the Bay Area AI ecosystem: closer to the customers, partners and talent shaping what's next.
As we serve a widening base of enterprises, AI labs and startups, that presence is how IREN stays in the conversations that matter.
mark this post.
june 3 i called the top of $QQQ at 748. it topped at 748.
june 9 i called the bottom at 688. it bottomed at 688 hours after i posted.
both timestamped. both public. both with the chart attached.
two calls. two exact numbers. two perfect hits.
while everyone else was telling you to "wait for the signal" and "dont trust the bounce", i was telling you the EXACT LEVELS. up to the dollar.
that's the difference between vague calls and real calls.
now here's the next leg. and this is the big one.
the bottom of this cycle is IN. the bounce off 688 is the start of the next leg up. not a relief rally. not a dead cat. the real thing.
$QQQ rallies 7% from here. $SPY rallies 5%. new all time highs are coming.
after that - the next weakness window is july 10 through early august. mark it. that's when i raise cash again.
right now im positioned heavy. names ive been adding into the weakness - $AEVA $DRAM $AAOI $RKLB $APP $INTC $OUST $AXTI $UMAC etccc- all setting up to lead this leg.
ill teach u everything i know from A to Z.... never miss out on anothr cycle again
Mizuho Research: No delays on CPO or 800v dc.
Revised up optical engine projections from $NVDA demand ramp.
- Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+
- HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028.
What a stupid CPO related selloff recently.
Added a position in $DRAM.
If you don’t want to pick an individual winner, this etf is a solid play (minus the $100 Fidelity mgmt fee). Memory will continue to go brrr during this next market leg to 8k
@EndicottInvests@WheelieInvestor All it takes is bad news. Everyone has their own risk tolerance, but that’s probably how he reached his outperformance as well
> you’ll never start a rocket company
> you’ll never build your own engines
> you’ll never be able to use off-the-shelf parts
> you’ll never survive three launch failures
> you’ll never reach orbit
> you’ll never win NASA’s trust
> you’ll never launch cargo to the ISS
> you’ll never compete with Boeing
> you’ll never compete with Lockheed
> you’ll never make rockets reusable
> you’ll never land a rocket vertically
> you’ll never land one on a drone ship
> you’ll never reuse a booster
> you’ll never fly the same booster 10 times
> you’ll never fly the same booster 20 times
> you’ll never fly the same booster 30 times
> you’ll never recover and reuse the fairing
> you’ll never lower launch costs
> you’ll never launch every month
> you’ll never launch every week
> you’ll never launch multiple times a week
> you’ll never carry astronauts
> you’ll never replace Roscosmos
> you’ll never fly civilians to orbit
> you’ll never manufacture satellites at scale
> you’ll never build the biggest constellation ever
> you’ll never make satellite internet work
> you’ll never make satellite internet fast
> you’ll never make satellite internet affordable
> you’ll never serve rural customers
> you’ll never serve aircraft and ships
> you’ll never build a methane rocket engine
> you’ll never make full-flow staged combustion work
> you’ll never build the most powerful rocket ever
> you’ll never build a rocket bigger than Saturn V
> you’ll never build it out of stainless steel
> you’ll never launch Starship
> you’ll never separate Super Heavy and Starship
> you’ll never relight Raptor in space
> you’ll never bring Super Heavy back
> you’ll never catch a booster with Mechazilla tower arms
> you’ll never launch 85% of mass to orbit worldwide
> you’ll never change the economics of space
> you’ll never force the entire industry to copy you
> you’ll never win
> you’ll never IPO
Congratulations to @elonmusk and the SpaceX team. You did what countless people said was impossible, and you did it time and time again.
Today is your day. You deserve this. May it be a glorious one.