Nick S

[Daniel Roberts @danroberts0101]

The constraint in this industry is delivery, not demand. 4,000+ people on sites across three continents, bringing compute online.

[Rosanna Prestia, MBA @RosannaInvests]

$IREN just reported $1B of ARR operating today, $4B contracted for year-end, and 2026 capacity sold out. New contracts are signing above $20M per MW with discussions at $25M, roughly double what the street models.

The bear case died on page one: $3.6B of investment grade GPU financing at 6%, another $2.8B from Blue Owl and PIMCO, $7.6B of cash, and $1.8B of customer prepayments already collected. Customers are paying years in advance for capacity that doesn't exist yet.

The headline "miss"? Bitcoin mining shrinking on schedule while AI Cloud grew 110% in a single quarter. The old business is being dismantled faster than the new one gets recognized. The contract book says which one wins.

Priced like a miner. Contracted like a utility. Growing like a hyperscaler.

Their words: the structural shortage of compute is deepening.⚡

Long $IREN
DYOR

[Michael | Hypermarkets @itsmichaelluu]

1. $AMD ~$1200

The "legit second source" to $NVDA. Agentic AI is CPU-heavy, and EPYC owns that lane every step up the AI stack adds general-compute demand. Catalysts stacked: Advancing AI 2026 (Jul 22–23), Zen 6 "Venice" on TSMC 2nm, Q2 earnings Aug 4.

Consensus ~$800 | Street-high $900 (Cantor, UBS)

2. $NBIS ~$400

The neocloud with receipts: 684% Q1 revenue growth, a $46–50B contracted backlog, landmark Meta and Microsoft deals, and a $2B NVIDIA investment. Raised 2026 power guidance past 4 GW.

Consensus ~$244 | high $380 → +25% / +94%
Rich (~96x P/E), insider selling, whippy on neocloud sentiment.

3. $ASTS ~$240

Direct-to-phone satellite broadband, ~60 carrier deals, BlueBird constellation scaling, and now fully funded (or close) for 90-satellite deployment after the $1B note raise. The pure moonshot of the list.

Consensus target ~$81 | high $108 → +21% / +61%

Consensus is only a Hold still pre-profit (2025 loss ~$342M), dilution + execution risk.

4. $MU ~$2500

The memory bottleneck trade. HBM/DRAM demand outrunning supply, 16 multi-year non-cancelable agreements worth $22B, and an Anthropic partnership plus equity stake. Just pulled back ~22% from its $1,255 ATH that's the dip.

Consensus ~$1,486 (Strong Buy) | high $1,750 (KeyBanc) → +65% / +94%

Burry short + SK Hynix IPO + "memory peaking" chatter = volatile (beta 3+).

5. $LITE ~ $2400

Optical picks-and-shovels for AI. Co-packaged optics, a major OCS contract win, an NVIDIA $2B investment, and a stated $8B annual revenue target. Earnings Aug 10.

Median target ~$1,100 (range $600–$1,400) → +29% / +65%

6. $AVGO ~ $700

Custom AI silicon (XPUs) + networking + the VMware software annuity. Just landed a $30B custom-chip deal with Apple.

1-yr target est ~$524 | bull case ~$600 → +36% / +56%

7. $IONQ ~$150

Quantum pure-play converting science into revenue: ~80% YoY organic growth, $3.3B in cash, and a diversifying commercial base. 256-qubit roadmap is the catalyst.

Consensus ~$70 | high $200 → +27% / +82%
Still burning cash hard (Q1 operating loss ~$272M), beta 3.05 drawdowns are violent.

8. $NOW ~$300
Enterprise agentic AI at scale. $1B AI ACV target for 2026 and a $15B+ subscription revenue target, plus Now Assist monetization and the IBM tie-up. Down ~23% YTD = the entry.

Consensus ~$141 (Strong Buy) | high $400 → +33% / +123%

[Leopold Stock Tracker @LeopoldATracker]

$IREN is a $200 stock trading below $43 today. It’s one of the few companies positioned to win the sovereign AI race.

[The Tech Investor @TheTechInvest]

🚨 $IREN Expands Al Cloud Platform to Europe with Acquisition of Nostrum Group

🔥🔥🔥🔥🔥

[The Tech Investor @TheTechInvest]

🔥BREAKING: $IREN & $NVDA ANNOUNCE STRATEGIC PARTNERSHIP TO ACCELERATE UP TO 5 GW OF AI INFRASTRUCTURE

🔥🔥🔥🔥

[Daniel Roberts @danroberts0101]

345kV substation energized at Sweetwater 1.
Power first, compute next. $IREN

[MARA @MARA]

MARA expands its AI infrastructure pipeline by entering into an agreement to acquire Long Ridge Energy & Power, which owns, among other assets, a highly efficient 505 MW nameplate CCGT power plant and over 1,600 contiguous acres in one of the world’s largest AI and data center infrastructure markets. Read the full release: https://t.co/QnETpCpoLT

[Daniel Roberts @danroberts0101]

Horizon 1-4 for Microsoft coming together.

First 200MW - more underway. $IREN

[Micro2Macr0 @Micro2Macr0]

After consolidating for over 6 years (1), $ETH is looking like a powder keg.

You can see how we've been finding supporting on the lowest levels of the RSI (2), for almost 10 years, while also finding support on a trend line that goes back to 2017 (3), and on the 100 moving average (4).

This setup couldn't look any sweeter.

Reminder - Thursday is chart day and I'm going to start coming at that with fire. Join me on Youtube. :)

[Nick S @Nsx1711]

@fundstrat AMEN

[SamAlτcoin.eth 🌞 @SAMALTCOIN_ETH]

🚨 $40,000 $ETH by 2030.

"The only feedback I get is that I'm being too conservative."

When Standard Chartered’s Global Head of Digital Assets Research Geoff speaks, the market listens.

Why?

In April 2023, he predicted $100k Bitcoin when it was trading at just $25k.

Now, he’s laying out the roadmap for a 20x $ETH.

"Ethereum will outperform for the foreseeable future."

The reason?

Institutional gravity 🏦

💎 BlackRock BUIDL: Settling on the ONLY chain that’s never gone down.

💵 Stablecoin Utility: Near-free, 24/7 settlement that "idiotic fiat" can't touch.

📈 The $2T Shift: Tokenized money markets are moving on-chain, and they aren't leaving.

(Geoff also sees $BTC $500,000 by 2030)

[Unai @unaibld]

$IREN Compute = Revenue.

Listen to Jensen:

[The Tech Investor @TheTechInvest]

🚨NEW INTERVIEW🚨

$IREN CEO DAN ROBERTS WITH NEW BOMBSHELLS:

1. Our pipeline is a secured grid connected portfolio.

2. We didn’t start as a $BTC miner. We started as a data center platform.

3. We expect power access to become more challenging.

4. We have a multi GW pipeline for that reason.

5. That pipeline is a secured grid connected portfolio.

6. In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation.

[The Big Degen @TheBigDegen]

🚨 $IREN just dropped a BOMBSHELL!

🔥 50K NVIDIA B300 GPUs locked in, blasting to 150K total by EOY 2026!
🔥 That's $3.7B run-rate potential by EOY 2026
🔥 Texas rollout on 450MW ready-to-go sites?
🔥Air-cooled beast mode at 80kW racks… competitors can't touch this speed & edge!
🔥 MASSIVE $$ war chest = fuel for hyperscaler deals incoming.
🔥 Analysts’ average PT at 2x current share price!
🔥Not all ATM’s are equal… ATM’s to drive insane growth are f’cking GOOD!
🔥 $IREN is only just getting started

Hit the REPOST button if you’re BULLISH on $IREN 🔥🔥🔥

[Shay Boloor @StockSavvyShay]

$IREN in 18 months:

• Signed $9.7B with $MSFT
• $2.3B ARR under contract
• $1.9B prepaid, $3.6B GPU financing locked
• 4.5GW secured and only needs 10% to hit $3.4B ARR target

One of the fastest infrastructure pivots in history.

[Bitmine (NYSE-BMNR) $ETH $BMNP @BitMNR]

🧵in korean 🇰🇷
1/
Bitmine이 2026년 3월 2일 기준 최신 보유 현황 업데이트를 발표했습니다:

총 암호자산 + “문샷” 합계: 99억 달러
- ETH 4,473,587개 (ETH 1개당 $1,976, @coinbase 기준)
- 비트코인(BTC) 195개
- Beast Industries 지분 2억 달러 @MrBeast
- Eightco Holdings 지분 1,400만 달러 (NASDAQ: $ORBS) (“문샷”) 및
- 총 현금 보유액 8억 9,100만 달러

티커: $BMNR
회장: 토머스 “Tom” 리 @fundstrat

Link 🔗
https://t.co/jcd1SsS2Rq

[Gabriele Corno @Gabriele_Corno]

Brave Moles Save Tiny Chick From Snake Attack!

[The Tech Investor @TheTechInvest]

This is the most bullish news I have ever posted since $MSFT deal and the announcement of building a new 1.6GW DC in Oklahoma in Q2.

Yet, I have to apologize for referring to him as the one who manages the portfolio. I had to double check before using my source.

The portfolio is managed by his son Brandon Lutnick who runs Cantor Fitzgerald himself.

But the fact that $IREN ranks 9 out of over 100 positions and that $IREN stake is larger than stakes of giants like $AVGO, $AMD, and $INTC is extremely bullish for me.

[IREN @IREN_Ltd]

$IREN is pleased to announce it will be added to the MSCI USA Index, effective after close of trading on February 27, 2026.

The MSCI USA Index measures the performance of large and mid cap segments of the U.S. equity market and represents approximately 85% of the free float-adjusted market capitalization in the US.

Press Release: https://t.co/YjBIoBOMaL