2026 Growth Outlook
Thematic investing will be key. IPOs of numerous AI, Software, Defense and Space companies tell us where the market currently is and where it is headed.
Short and sweet, here are some of my favorites: $RKLB, $ASTS, $CCCX, $TE, $EOSE, $INV, $TSLA, $VELO, $TTI
$INV I was going to write up a long rebuttal about the @MorpheusRes short report, but the market beat me too it! 🤣🤣🤣
So here is just the cliff notes:
👉Dark NX is not IREN - it is a two person consulting organization, deeply involved with a number of datacenter refurbs and new builds. The framing was (perhaps intentionally) vague but the opportunity is real. The contracting company/financing are not Dark NX's because they belong to the owner of the data centers which has not been named. I confirmed these facts by talking to the DARK NX CEO as well as verification with other people with first hand knowledge of the matter.
👉No one who did work on Accelsius / Innventure shoud be owning INV for Dark NX. The opportunity is the technology and partnerships with JCI/Legrand and very advanced progress toward relationships with AMD and other equipment suppliers. (Think Vertive, Dell, etc).
👉The pipeline of orders and products has never been stronger. Momentum continues to build with customers and the 150 model has significant traction. Subsequent release of 250KW and 2MW units likely to happen this year which cements and even larger TAM.
👉 The promise of the partnerships with Legrand and JCI is paying off - The clear evidence of this is that Accelsius product is now on the Cisco Global price list as a result of the Legrand Partnership.
👉 There is an escalating level of negative noise about single phase water - leak GPU destruction is far outpacing anyone's expectations and the water pressure required to achieve flow to remove heat is escalating. This is driving cooling specialists to look for solutions.
There is a lot more to say on this topic but this is all I have time for today.
GLTA!
$BTC was once a leading indicator. Those days are over. Demand has died. Concept remains compelling but the narrative has shifted, especially after the Epstein associations.
NFA DYOR
👀 Short Seller Andrew Left Found Guilty of Securities Fraud
By Erik Larson
06/01/2026 19:59:35
(Bloomberg) -- Andrew Left, one of the world’s most prominent short sellers, was found guilty of securities fraud by a federal jury after a landmark trial that scrutinized his use of social media to move the price of stocks.
The verdict was handed down Monday in Los Angeles following a three-week trial and two full days of jury deliberations. Left was accused of using explosive tweets about dozens of companies to illegally influence their shares and make a quick profit. Prosecutors said he earned about $20 million from such trades from 2018 to 2023.
Last Friday I added $NOW $PENG and $SMCI. Supermicro is my lowest conviction of the 3 but a return to the 50s feels inevitable barring more mishaps or misbehavior. Eventually money talks… they did 21B in rev last year and will do almost DOUBLE that this year…
@ZaStocks Short term price targets are irrelevant imo but this is snapping back hard. I wouldn’t be surprised at all to see 170/180 prior to earnings. Every big player now knows their algos had them way out of position. Friday was one of the strongest buying days I’ve ever seen for $NOW
$NOW I don’t think the rally is over. I think it’s just begun. Friday showed very strong buying on huge volume. A surprise catalyst and this pushes to 160 prior to earnings
NFA DYOR
$NOW I don’t think the rally is over. I think it’s just begun. Friday showed very strong buying on huge volume. A surprise catalyst and this pushes to 160 prior to earnings
NFA DYOR