Lord

Trading insights forged in Mount Doom. Musical Chairs is a game of song, discipline, and action.

[Lord @LordOfTheChain]

Bulls on parade over the next 12-24 months.

Lower market cap, high upside:

1. $IREN ($18B)
2. $CORZ ($7B)
3. $TE ($2B)
4. $APLD $(13B)
5. $MP ($10B)
6. $JOBY ($10B)

Mid market cap, medium upside, lower risk:

1. $CRWV ($55B)
2. $BE ($80B)
3. $CBRS ($62B)
4. $DRAM (memory ETF)

[Lord @LordOfTheChain]

$IREN still my favorite AI play due to the power and land lockup they have

$NEBIUS a close second, all of the leading AI startups are customers of Nebius, huge presence and mindshare in Silicon Valley (there's a new Nebius billboard put up on 101 as you enter SF now)

[Lord @LordOfTheChain]

Broadcom bringing the entire AI sector down for barely missing projections is just a good excuse for investors to take profits. The whole category is going so much higher due to 18+ month lead times of the insanely complex data center supply chain.

Generational dip buying opportunity for $IREN, $NBIS, and $CORZ.

[Lord @LordOfTheChain]

$IREN + $NBIS + $CORZ + $TE

[Lord @LordOfTheChain]

Next leg on $NBIS to $300.

[Lord @LordOfTheChain]

Well that was fast, $NBIS taking over.

[Lord @LordOfTheChain]

$250 $NBIS incoming this week.

[Lord @LordOfTheChain]

$250 $NBIS incoming this week.

[Lord @LordOfTheChain]

It’s wild to me how many people I know that are sidelined, because they think the “AI bubble” is going to pop tomorrow. Fundamentals, PEs, revenue, margins are all indicating this “bubble” has another 2-3 years to go. This will be the greatest bull run of the century.

Token demand >>> supply through 2029.

[Lord @LordOfTheChain]

$IREN god candle incoming within the next week. New ATH soon. Bookmark this.

[Lord @LordOfTheChain]

Golden summer for public equities has begun.

$NBIS + $TE + $CORZ + $IREN

[Lord @LordOfTheChain]

10 bagger incoming $TE

[T1 Energy @T1Energy]

182 robots. 5 layers. Zero margin for error.

This is Stage 3: Layer Assembly.

Every module assembled with machine-level precision to withstand decades of real-world performance.

This is what American solar manufacturing looks like.

[Lord @LordOfTheChain]

$IREN isn’t playing defense. They’re loading the chamber.

$1.6B for NVIDIA Blackwell systems through Dell. Another move in the AI arms race while everyone else is still debating valuation models.

This isn’t “future potential.” This is infrastructure being locked in NOW to support a 5-year, $3.4B AI cloud contract — with projected ARR climbing to $4.4B once deployed.

In this market, the winners aren’t the guys talking about AI. The winners own the power, the GPUs, and the clock.

Time-to-compute is the new oil. And $IREN just cornered more of it.

[Lord @LordOfTheChain]

@roundhill

[Lord @LordOfTheChain]

Few understand that @SKhynix is at the frontier of memory technology, they just haven’t hit the same level of production scale as others. This will get re-rated within the next quarter. Bookmark this.

[Lord @LordOfTheChain]

Hmmmm it’s almost like I gave you $DRAM at $45 last week anon

[Lord @LordOfTheChain]

Next big leg up for $DRAM and $CBRS

The memory and compute buildout is only in the second inning.

[Lord @LordOfTheChain]

The AI arms race is quietly becoming a land + power + cooling arms race.

The winners may not be the companies with the best models.

The winners may be the companies with the fastest path to megawatts.

[Lord @LordOfTheChain]

@0xSisyphus $IREN + $CORZ + $TE

[Lord @LordOfTheChain]

Wall Street’s still valuing some of these companies on trailing revenue while hyperscalers are quietly bidding for survival capacity behind closed doors.

That disconnect won’t last.
$CORZ + $IREN + $TE

[Lord @LordOfTheChain]

There goes $DRAM

[Lord @LordOfTheChain]

Next big leg up for $DRAM and $CBRS

The memory and compute buildout is only in the second inning.

[Lord @LordOfTheChain]

$TE is just $BE for high T men

[Anp🅰️nman @spacanpanman]

$TE: 🚨☀️ US GOVERNMENT MAY EXTEND 45X TAX CREDIT BY 4-6 YEARS IN SUPPORT OF US SOLAR INDUSTRY - BULLISH FOR T1 ENERGY

In our last Snapshot here, we shared that a draft 45X bill may be released near-term. While we don't yet know the timing, we have learned this past week that the bill may propose extending the 45X another 4-6 years. If a 45X extension is passed (we would need to see a split Congress during the midterms for this to have any potential), this would represent a meaningful source of upside to FSLR and our coverage universe that benefits from 45X, including NXT, ARRY, TE, ENPH, and SEDG.

[Lord @LordOfTheChain]

The market spent two years obsessing over GPUs.

$IREN and $CORZ quietly went upstream and started cornering the one thing every AI model actually needs, massive amounts of cheap power.