AM Investing

Achieved financial freedom with real estate 🏡 Now fully focused on the stock market. Nothing i say is financial advice.

[AM Investing @InvestWithAM]

I’m a 31-year-old French investor with over 10 years of active investing experience.

I first achieved financial freedom through rental real estate investing, building a solid portfolio that now gives me complete independence.

Two years ago, I decided to put 100% of my focus on the stock market with a pure stock-picking approach. No index funds, no ETFs — only individual companies I deeply research and truly believe in.

My current focus is clear: high-growth companies with truly disruptive technologies. I concentrate primarily on three transformative sectors that will shape the next decade:

• Space & Aerospace
• Defense
• Artificial Intelligence & Deep Tech

Here on AM Investing, I will share:

• Detailed fundamental research and stock analysis
• My highest-conviction investment ideas
• Real-time portfolio updates and performance tracking
• Market insights, sector trends, and long-term theses

This is not financial advice — it’s my personal journey of building generational wealth through disciplined, conviction-driven investing.

Welcome to the journey.

Let’s build generational wealth together.

— AM

[mon @moninvestor]

Next year will be a major inflection point for $IREN

Important to note that IREN has confirmed that they are already in negotiations for 2027 capacity.

Cc: @ryansfinance

[investing @DollarCostAvg]

$IREN : Ran some numbers on Saturday Napkin Math.

$IREN math is getting WILD 👀

Already signed:

• Microsoft = 300 MW → $9.7B
• NVIDIA = 60 MW → $3.4B

That’s:
• 360 MW contracted
• $13.1B total value
• $2.62B annualized revenue

BUT…

Childress still has:
• 390 MW UNSOLD

If future AI-cloud pricing improves:
• another ~$15B+ possible
• ~$3.8 - 4.5B/yr potential

Then add:
• Sweetwater 1 = 1.4 GW open capacity

At current AI infra pricing:
• ~$12–18B/yr possible from SW1 alone

Total potential 2027 🤯 for 750 + 1400 MW = 2.15 GW

• ~$15–22B+/yr revenue opportunity WOW.

They have total 5 GW so still has 2.8 GW, this is insane opportunity.

[AM Investing @InvestWithAM]

@RJNavarrete @ChairmansLedger 🎯

[StockChaser @StockChaser_]

$NBIS has reached our wave 3 target after a massive run

You know who's next, right?

$IREN

Wave 3 target remains at $148

[AM Investing @InvestWithAM]

@TheBigBerbowski $ONDS $IREN

[AM Investing @InvestWithAM]

@BMSInvests Keep grinding man this is only the beginning 💪

[The Tech Investor @TheTechInvest]

$IREN could 4x by next year for these reasons:

1. Sweetwater 1 (1.4GW) was energized on time.

2. The company doubled its power capacity (2.9GW to 5.8GW; now the largest neocloud in the world surpassing $CRWV and $NBIS)

3. Announced building Oklahoma (1.6GW) data center.

4. Announced its first data center in Australia (800MW).

5. Raised its ARR from $3.4B to $4.4B.

6. Acquired Mirantis, a strategic partner of $NVDA.

7. Announced its expansion in Europe.

8. Announced its strategic partnership with $NVDA to accelerate deployment of up to 5GW of AI Infrastructure.

9. Signed a $3.4B deal with $NVDA.

10. $NVDA to invest up to $2.1B in $IREN (still an option conditional upon deployment of 600K GPUs.)

11. Sweetwater (2GW) selected as a flagship deployment for $NVDA DSX AI factory architecture.

12. Disclosed having a global pipeline.

[AM Investing @InvestWithAM]

@ChairmansLedger @jiahanjimliu Great post, $IREN is my top pick too

[Ondas Inc. @OndasHoldings]

Ondas is launching LADOS, a Layered Autonomous Defense Operational C2 Layer that connects sensors, platforms, effectors, and C2 into one unified operational core.

LADOS is part of Ondas’ multi-domain architecture with SkyWeaver, a Palantir-powered AI layer for multi-domain mission autonomy and long-range ISR, and will be introduced at Eurosatory 2026 in Paris. $ONDS

https://t.co/99HflVXtfJ

[investing @DollarCostAvg]

When I know where this company is headed, why would I sell?

I believe $IREN has the potential to be a $200-$300 stock by 2027. That’s my conviction, and short-term volatility isn’t changing it.

Red days don’t scare me. FUD doesn’t shake me. Market noise doesn’t matter.

AI COMPUTE WITH 5.8 GW SECURED AND GROWING: $IREN ✅

[AM Investing @InvestWithAM]

@BMSInvests @BMSIinvests Done

[AM Investing @InvestWithAM]

@retail_mourinho Bought more $ONDS too

[AM Investing @InvestWithAM]

@BlackPantherCap Bought more $ONDS and $IREN today

[AM Investing @InvestWithAM]

@PhotonBull Added $IREN and $ONDS

[AM Investing @InvestWithAM]

@YoYInvestor @GnarlyGainz Seeing a H&S here is pretty crazy though

[AM Investing @InvestWithAM]

@YoYInvestor @GnarlyGainz Ahah people see what fit their bias this is hilarious

[AM Investing @InvestWithAM]

@BMSInvests let's go man 👊

[AM Investing @InvestWithAM]

@DollarCostAvg +812 $ONDS shares for me, also added 137 $IREN shares, let's see