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BEATEN DOWN. BUT HAS THE STORY CHANGED? 👀
$IREN . $CRWV . $NBIS .
Three names deeply connected to the AI infrastructure boom. All three took a beating last week.
But with Jensen Huang taking the stage in Berlin on October 21, could the narrative be about to change?
The $NVDA ecosystem is already there. The partnerships are there. The infrastructure is being built.
Now the question is: What comes next?
Will Jensen reinforce the bull case, reveal new developments, or shine a spotlight on companies the market has been punishing?
We’re watching closely. Not predicting a reversal looking for the catalyst that could change the narrative.
Can Jensen reignite the AI infrastructure trade?
#GrabitLabs #NVIDIA #IREN #CoreWeave #Nebius #AIInfrastructure #StockMarket
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For informational and educational purposes only. Not financial advice. Trading involves risk.
$CRWV , $NBIS and $IREN
All got hammered. But why?
AI cloud is under pressure as investors start questioning debt, massive infrastructure spending and how quickly these companies can turn AI demand into real cash flow.
But has the market gone too far, or are the risks finally catching up?
We’re digging into all three companies, the numbers behind the sell-off and what to watch next.
Full Grabit Labs Deep Dive drops tomorrow.
Spot the setup. Ignore the noise.
#GrabitLabs #AIStocks #CoreWeave #Nebius #IREN #AIInfrastructure
5 legends. 5 different views. 👀
Michael Burry is bearish. Warren Buffett is waiting. Cathie Wood is bullish. Trump is betting on American AI dominance. Stanley Druckenmiller is looking for the next big opportunity.
Everyone sees the market differently. But who’s actually right?
AI, chips, energy, data centers. There’s a lot happening right now, and I think the next few years could get pretty interesting.
Who are you backing? 👇
https://t.co/AhsOH2PLRX
#grabit #reach #explore #StockMarket #investing
$IREN THE SETUP WE’RE WATCHING CLOSELY. 👀
We’re bullish on IREN. Here’s why.
The chart is approaching a zone where several important technical levels converge. We’re looking back at levels from September 2025, while price is testing the lower VWAP band from 2025. Add previous reaction levels and an RSI around 38, and we have an area worth watching closely.
But the technical setup is only part of the story.
🔥 $NVDA GTC Berlin — October 21
A major upcoming catalyst. Given IREN’s collaborations and its growing AI infrastructure business, we believe IREN could come into the conversation around NVIDIA’s ecosystem and AI infrastructure expansion.
No guarantees. But this is exactly the kind of event we’re watching for potential catalysts.
⚡ IREN is more than AI cloud.
AI cloud and high-performance computing are important parts of the business, but IREN also has its Bitcoin mining operations and power infrastructure. That gives the company exposure to multiple themes driving the market.
And with crypto pushing higher, renewed strength in Bitcoin could provide an additional tailwind for IREN.
Our thesis:
📍 Key historical levels converging
📍 Lower VWAP band from 2025
📍 Potential catalyst with NVIDIA GTC Berlin
📍 AI infrastructure growth
📍 Bitcoin upside as an additional driver
Could this be where IREN starts building a bottom before its next major move?
The market might be looking at the drawdown. We’re watching what could come next.
What do you think? Is $IREN setting up for a reversal?
#IREN #NVIDIA #AIInfrastructure #Bitcoin #GrabitLabs
JENSEN SPEAKS. MARKETS MOVE.
NVIDIA GTC is coming up. And if history has taught us anything, it's that when Jensen Huang takes the stage, the entire AI market pays attention.
The question is: which stocks could benefit from whatever he reveals next?
Here are 8 names we are watching closely 👇
⚡ OPTICAL CONNECTIVITY
$LITE — Lumentum
$COHR — Coherent
$AAOI — Applied Optoelectronics
🖥️ AI INFRASTRUCTURE & NETWORKING
$ALAB — Astera Labs
$IREN - Iren
$NOK - Nokia
⚡ THE POWER PLAY
$VST — Vistra
$XE - X-Energy
AI keeps getting bigger. The chips are only one part of the story. Data centers need faster connections, more networking capacity and enormous amounts of electricity.
That's where the next opportunities could emerge.
especially watching LITE and COHR in optical connectivity, while ALAB and Iren could benefit from the next evolution of AI infrastructure. And if Jensen puts energy demand back in the spotlight, VST is one to watch.
But here's the catch: we're not buying just because Jensen speaks. We're looking for real catalysts, new partnerships, order announcements and price action that confirms the story.
What will Jensen unleash this time?
And which of these stocks do you think could be the biggest winner?
#NVIDIA #GTC2026 #AIStocks #StockMarket #GrabitLabs
🚨 YESTERDAY WAS AN ABSOLUTE BLOODBATH FOR AI STOCKS.
$CRWV . $NBIS . $IREN . Double-digit losses. Billions wiped off the market.
But here’s the real question…
Did the AI infrastructure story suddenly fall apart overnight? Did the demand disappear? Did $Oracle’s AI ambitions change? Did $MU suddenly become irrelevant?
Or did the market just hand us a potential opportunity while everyone else is panicking? 👀
📉 The sell-off was brutal. But has the thesis actually changed?
Panic or opportunity? You decide.
#Nasdaq #AIStocks #CoreWeave #Nebius #IREN #Oracle #Micron #GrabitLabs
🚨 NOKIA $NOK DOWN 65% FROM ITS HIGHS , COULD EARNINGS BE THE CATALYST FOR THE NEXT RALLY?
Nokia has taken a serious hit from its highs, but the chart is approaching a level that could become very interesting. 👀
📉 The technical setup: A potential bear flag is forming, with €7.00 as the key support zone. A move toward that level could offer a crucial test of whether buyers are ready to step back in.
⚡ But here's the bigger question: Could Nokia's upcoming earnings report or $NVDA 's GTC keynote in Berlin become the catalyst for its next rally?
Markets look forward. If Nokia delivers stronger than expected results, improves its outlook, or signals accelerating demand for network infrastructure and AI-related connectivity, sentiment could shift quickly.
🎯 What I'm watching:
- €7.00 support, will buyers defend the level?
- The upcoming earnings report could it change the narrative?
- Price action after the report confirmation matters.
The bear flag points to downside risk in the short term, but a positive earnings surprise could change the picture.
Is Nokia setting up for another leg down before a potential recovery or could earnings trigger the next big move?
Follow @GrabitLabs for more setups, catalysts and market analysis.
This is a scenario, not a prediction. Earnings can move stocks in either direction. Not financial advice.
#NOK #Nokia #Earnings #StockMarket #AIInfrastructure #TechnicalAnalysis #GrabitLabs
🚨 AAOI: DOWN 63% FROM ALL-TIME HIGHS. IS A REVERSAL SETUP FORMING?
Applied Optoelectronics ($AAOI) has taken a serious hit from its highs, but the chart is starting to get interesting. 👀
We’re watching a potential triple bottom around $75–85, where buyers have stepped in on multiple occasions.
Why it matters:
🔹 Triple-bottom setup, repeated tests of a key support zone.
🔹 AI infrastructure optical connectivity remains critical as data centers scale.
🔹 Reversal potential , a confirmed breakout could open the door to a much larger recovery.
But patience matters. Support must hold, and price needs to confirm the reversal before the bullish case strengthens.
Could $AAOI be setting up for its next major move? 📈
Follow @GrabitLabs for more chart setups, market analysis and opportunities across the AI infrastructure sector.
This is a technical setup to watch, not a guaranteed outcome. Not financial advice.
#AAOI #AppliedOptoelectronics #AIStocks #AIInfrastructure #StockMarket #TechnicalAnalysis #GrabitLabs
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🚨 WE FLAGGED ORACLE TWO WEEKS AGO. NOW THE SETUP IS GETTING INTERESTING.
$ORCL is back on our radar. 👀
Two weeks ago, we highlighted the bull flag taking shape on the chart. Now, price action is approaching a potential breakout from the pattern.
And there’s another detail worth watching.
💰 $3.48M INSIDER BUY
On September 29, Oracle board member and former Quest Diagnostics CEO Stephen Rusckowski purchased 25,000 shares at an average price of $139.35.
The transaction was disclosed on October 1.
📉 NEARLY 58% BELOW ALL-TIME HIGHS
A massive correction. A multimillion-dollar insider purchase. And a technical setup that could be approaching a key moment.
The next question: will buyers confirm the breakout?
A bull flag is only a setup until price confirms it. We’re watching for a decisive move above resistance, ideally supported by volume.
No chasing. No guessing. Just watching the levels.
🎯 SPOT THE SETUP. IGNORE THE NOISE.
Follow @GrabitLabs for more technical setups, market signals and opportunities worth watching.
#Oracle #ORCL #BullFlag #InsiderBuying #StockMarket #TechnicalAnalysis #GrabitLabs
🚨 WHO WILL ROCKET AFTER JENSEN’S SPEECH?
In just a few days, Jensen Huang takes the stage at NVIDIA GTC in Berlin. And if history has taught us anything, it’s that his keynotes can move markets far beyond NVIDIA itself.
Jensen knows how to tell the story of NVIDIA’s ecosystem. He highlights the companies building the infrastructure, connectivity and energy capacity that make the AI revolution possible. When he puts a company in the spotlight, investors pay attention.
And sometimes, the stocks mentioned around these events make some serious moves.
👀 THIS TIME, WE’RE WATCHING THREE NAMES.
⚡ $IREN — THE COMPUTE LAYER
IREN has announced a strategic partnership with NVIDIA supporting plans for up to 5 GW of AI infrastructure.
Why now? IREN is expanding beyond Bitcoin mining into AI cloud infrastructure. The scale of its buildout and its ability to secure major AI customers make it one to watch.
🌐 $NOK — THE CONNECTIVITY LAYER
NVIDIA announced a $1 billion investment in Nokia in October 2025, alongside a strategic partnership focused on AI-RAN and next-generation networks.
Why now? AI isn't just about GPUs anymore. It needs faster, smarter networks to connect everything. If Jensen highlights AI networking or the evolution toward 6G, Nokia could attract renewed attention.
☢️ $XE - X ENERGY — THE POWER LAYER
X-energy joined Project Prometheus alongside NVIDIA, Amazon Web Services and Idaho National Laboratory, with support from the US Department of Energy's Genesis Mission.
Why now? AI data centers need enormous amounts of reliable electricity. X-energy's advanced nuclear technology puts it right at the intersection of AI infrastructure and the growing demand for power.
THREE COMPANIES. THREE DIFFERENT BOTTLENECKS. ONE AI ECOSYSTEM.
Our thesis is that the next big opportunity may not be another chipmaker. It could be a company solving one of the problems that could limit AI's next phase of growth.
Will Jensen mention IREN, Nokia or X-energy during his keynote? Could new announcements or partnerships emerge?
We don't know. These are our speculative watchlist picks, not confirmed keynote participants or guaranteed winners. Their existing NVIDIA connections are real, but any future mention — and any resulting stock move — remains uncertain.
📅 OCTOBER 21, 2026 — NVIDIA GTC BERLIN
We're watching the ecosystem, not just the headline stock.
Follow @GrabitLabs for our coverage.
#NVIDIA #GTCBerlin #IREN #Nokia #XEnergy #AIInfrastructure #ArtificialIntelligence #NuclearEnergy #StockMarket #GrabitLabs