Gerry Smith

Long $MRVL $IREN $CORZ $HUT. All tweets are my opinions based on research. Not financial advice.

[Gerry Smith @GerrySmith1978]

$MRVL $MVLL will be a $1T company. That's about 4x from its current market cap. AI networking, custom silicon, and data center demand are still in the early innings.

[TrendSpider @TrendSpider]

🚨 BREAKING: Marvell $MRVL to join the S&P 500

[Gerry Smith @GerrySmith1978]

$MSTR rejected the 200 EMA (blue line) on the daily. I think Bitcoin makes a lower low, and bottoms sometime this summer or fall. I am holding inverse $MSTZ until then. Once we bottom I will be switching long again, likely $MSTX or $MSTU.

[Gerry Smith @GerrySmith1978]

👀 $CIFR about to go into blue skies if it can break $25.52 ATH.

[NVIDIA @nvidia]

Thanks for the warm-up, @MichaelDell. 💚

We can't wait for you to see what we have planned for tomorrow.

[Gerry Smith @GerrySmith1978]

$DELL Picked up some shares today. Yesterday was a blowout quarter. We are at an inflection point.

I am predicting a stock split in the near future 🔮

[Hardik Shah @AIStockSavvy]

$DELL | Susquehanna 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐃𝐞𝐥𝐥 to 𝐏𝐨𝐬𝐢𝐭𝐢𝐯𝐞, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟕𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟏𝟑𝟖, 'already gained ~600bps of share, with further upside as customers upgrade'

Analyst sees AI server mix scaling without margin dilution, strong execution, and an expanding AI opportunity driving sustained revenue momentum.

[Gerry Smith @GerrySmith1978]

$NOW $NOWL Money is rotating from hardware to software stocks. $NOW will be heading to ATH+ later this year. The daily and weekly charts looks primed

$NVDA $SNDK $MU $NBIS

[Gerry Smith @GerrySmith1978]

👀 $CIFR about to go into blue skies if it can break $25.52 ATH.

[Gerry Smith @GerrySmith1978]

$MSTR rejected the 200 EMA (blue line) on the daily. I think Bitcoin makes a lower low, and bottoms sometime this summer or fall. I am holding inverse $MSTZ until then. Once we bottom I will be switching long again, likely $MSTX or $MSTU.

[Gerry Smith @GerrySmith1978]

In early January I said $RDW will benefit from the upcoming $SPCX IPO. It has gone up x3 since this post. Bonkers!

[Gerry Smith @GerrySmith1978]

$RDW (Redwire Corporation) is a space + defense growth platform.
🔹 Supplies mission-critical space hardware on satellites (many launched by SpaceX)
🔹 Expanding defense drones & autonomy via Edge Autonomy
🔹 Large government + commercial backlog rolling into revenue

2026 bull case:
📈 Sharp revenue acceleration
📉 Losses narrowing / margins improving
🛰️ Tailwinds from space launches + defense spend
🚀More launches. More defense demand.

$RDW is positioned for a strong 2026 inflection, especially with the upcoming SpaceX IPO.

With 154M shares outstanding and 65% insider ownership, that means approximately 58M are actually available to trade and over one third of those shares are shorted (see screenshot).

Bullish

[Raoul Pal @RaoulGMI]

The Economic Singularity in a nutshell

[Dustin @DustinHuntwn]

$IREN Bernstein reiterates $125 price target on IREN👇

We are Outperform on IREN (PT$ 125). The investment case for IREN is based on a strong 4.5GW power portfolio that allows IREN to build and scale its AI business.

IREN has demonstrated a disciplined approach to building D2C AI cloud - mix of long term and on-demand contracts, diversified funding sources and quick execution ramp-up. If IREN can deliver on “time to market” for MSFT, then we believe, its 4.5GW portfolio (90% uncontracted) allows for optionality to scale with the evolution of AI stack (Blackwell to Vera Rubin et al) with major hyperscaler partners requiring reliable power and execution capacity.

We believe the “time to market” thesis will continue to prevail in the current competitive and power constrained environment.

At the end, Don’t just watch from the sidelines. Hit follow and let’s stack together.I'll always keep the $IREN channel up to date.

I do what I say.

[Gerry Smith @GerrySmith1978]

@Agrippa_Inv Great post

[Gerry Smith @GerrySmith1978]

@mikealfred Let's go 🚀

[chad. @chad_ventures]

Fixed The Fear & Greed Index For You.

[Gerry Smith @GerrySmith1978]

$IREN is a powerhouse fueling AI's energy hunger. Currently has a market cap of 13.7B.

This will x 20 to 30 during this AI revolution. Monthly chart looking beautiful 😍

Few

[The_Real_Fly @The_Real_Fly]

Trump's Director of National Counterterrorism Kent resigns: "I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby."

[Gerry Smith @GerrySmith1978]

@cantonmeow Exactly what I was thinking 🪤

[Cantonese Cat 🐱🐈 @cantonmeow]

#Bitcoin 4 hour chart
CZ's sell order block is waiting for you at your service