Nicholas Bernardo

Trader/Bartender/Baller

[Nicholas Bernardo @M_Halberstram1]

@rk8215 @aleabitoreddit Always good work

[ChinoAleman @chinoalemano]

Every gold rush makes two kinds of fortunes: the miners, and the ones who sell them shovels.

In this one, the miners are Anthropic and OpenAI.

The shovels are companies like $IREN, $DGXX and $KEEL.

Here's what I think the market still hasn't priced in.

Anthropic and OpenAI aren't a "someday" story.

They're already rewiring how the world works, and the curve only gets steeper from here.

FinX seems to see it.

The crowd doesn't.

Not yet.

But here's the move most people miss: when these labs finally go public, the spotlight, and more importantly, the capital, won't stop at the labs.

It floods downhill, to whoever owns the thing this entire revolution physically depends on.

Power.

And the people who turn power into compute.

You can't run a frontier model on ambition.

You run it on megawatts, land, racks, and cooling.

Unglamorous.

Which is exactly why it's underpriced.

→ $IREN: AI-cloud builder, sitting on grid-connected land and power, now a named NVIDIA DSX partner.

→ $DGXX: an energy-infrastructure company building AI data centers, already signed a multi-billion, multi-year compute deal with Cerebras.

→ $KEEL: a former crypto miner rebuilt as an AI data-center + energy operator, now a ~$3.4B name focused entirely on the power and infrastructure AI runs on.

The labs get the magazine covers.

The infrastructure gets the contracts.

And the recurring revenue.

When the IPOs land and the world finally looks up, the question won't be "which AI is smartest?"

It'll be "who has the power to run it?"

That's the bet.

Not Financial Advice. Do your own research.

[Nicholas Bernardo @M_Halberstram1]

@chinoalemano Would gladly join this been in $DGXX since march 2025

[Nicholas Bernardo @M_Halberstram1]

@BaluardResearch @ROIRecruiter Ahh my bad

[Nicholas Bernardo @M_Halberstram1]

@BaluardResearch @ROIRecruiter Says 9.84

[Nicholas Bernardo @M_Halberstram1]

@chinoalemano If this plays out, let’s hope it’s closer to $25 that seems more reasonable :)

[Nicholas Bernardo @M_Halberstram1]

@chinoalemano So most likely $15-$16 a share?.. If my math is correct…

[Nicholas Bernardo @M_Halberstram1]

@FrankCurzio What is your pt for eoy, assuming $DGXX delivers on its current promises?

[Nicholas Bernardo @M_Halberstram1]

$dgxx Is Schwab allowing buying again?

[Skip Bayless @RealSkipBayless]

UNBELIEVABLE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

[Nicholas Bernardo @M_Halberstram1]

https://t.co/4aZcfQ1nSn Verified $993.58 profit in $SGLB Swung this on a tip from MIP and sold on news about Lockheed Martin contract. ...

[Nicholas Bernardo @M_Halberstram1]

https://t.co/udvCeU50O1 Verified $263.38 profit in $URG an exercise in taking profits. Bought more when it dipped again.

[Nicholas Bernardo @M_Halberstram1]

https://t.co/uIFvvV7jJn Verified $30.71 profit in $ABIO Didn't get filled properly and didn't like the price action so got out. Will rev...

[Nicholas Bernardo @M_Halberstram1]

https://t.co/WGYB3vSR8v Verified $803.93 profit in $WTRH I like this one for a potential buyout, but had to take the profit after a very...

[Nicholas Bernardo @M_Halberstram1]

https://t.co/dnDApFxba5 Verified $1,064.96 profit in $ITRM dip buying on an early market panic

[Nicholas Bernardo @M_Halberstram1]

https://t.co/gZaywMoccx $3,356.11 profit in $EVOK Held on this for far too long but finally got out. Too much patience in this case le...

[Nicholas Bernardo @M_Halberstram1]

https://t.co/4HwMCipNu6 Verified $780.06 loss in $NOK Got all the way up to 2k potential profit but you know what happened...

[Nicholas Bernardo @M_Halberstram1]

https://t.co/XySOSDQm16 Verified $16.80 profit in $GLBS Just a little practice with a small amount. Got out to buy something more appeal...

[Jim Murray @bigjimmurray]

Unless you’re a Chiefs fan, if you didn’t enjoy every second of this tonight you’re such an unbelievable loser.
What a night. What a run. The obnoxiousness has just begun.