π¨ BILLIONAIRES, POLITICS & THE STOCK MARKET
The 2026 U.S. Midterm Elections could reshape more than just Washington.
From Elon Musk to George Soros, billionaire influence extends across both political camps.
But what does this mean for Wall Street?
π Potential pressure on Big Tech & AI regulations
π Opportunities in energy & infrastructure
π° Shifts in taxes, government spending & investment
π New opportunities β and risks β for investors.
Stocks to watch:
$NVDA $MSFT $AMZN $CRWV $NBIS $IREN
Politics may change the rules. The market will decide the winners.
Are you bullish or bearish on the stock market after the midterms?
$IREN β REAL POSITION. REAL CONVICTION.
I'm sharing my actual position, not just talking about the stock.
My position:
β’ 37,756 shares
β’ Average cost: $24.2931
β’ Closing price: $24.46
β’ Position value: $923,511.76
β’ Unrealized P/L: +$6,301.48 (+0.69%)
After the recent volatility, I'm back in the green.
But I'm not investing in $IREN for a quick profit.
Here's what keeps me bullish:
β’ $4B contracted ARR target for 2026 capacity.
β’ Microsoft AI Cloud deployment.
β’ NVIDIA GB300 NVL72 Exemplar Cloud qualification.
β’ Expansion into a 300MW data center campus in Spain.
IREN is building more than a Bitcoin mining business. Its AI infrastructure opportunity deserves attention.
Short-term volatility doesn't change my long-term thesis.
I'm watching execution, revenue growth and future expansion.
I'm here for the bigger opportunity.
Let's see where $IREN takes us.
Like, repost & follow me.
Not financial advice.
I'M DOWN ON $IREN. BUT I'M NOT CHANGING MY LONG-TERM THESIS.
I believe the AI infrastructure opportunity is much bigger than today's stock price.
Why am I still bullish?
Look at the business:
$4 BILLION in contracted ARR for 2026 capacity, with $1 billion already operating as of August 26.
Microsoft: IREN delivered its first 50MW liquid-cooled AI Cloud deployment, Horizon 1.
NVIDIA: IREN achieved Exemplar Cloud status on GB300 NVL72.
Global expansion: A new 300MW AI data center campus in Spain.
This isn't just a Bitcoin mining story anymore. IREN is building an AI infrastructure business.
The next big checkpoint? November 5 β Q1 FY2027 earnings.
Of course, execution, financing, dilution and delivery timelines matter. The opportunity is huge, but the risks are real.
I'm investing for the long term, not chasing every daily price movement.
I believe the market may be underestimating what IREN could become.
Let's see where this journey takes us.
Like, repost & follow me.
Not financial advice.
I'M DOWN ON $IREN. BUT I'M NOT CHANGING MY LONG-TERM THESIS.
I believe the AI infrastructure opportunity is much bigger than today's stock price.
Why am I still bullish?
Look at the business:
$4 BILLION in contracted ARR for 2026 capacity, with $1 billion already operating as of August 26.
Microsoft: IREN delivered its first 50MW liquid-cooled AI Cloud deployment, Horizon 1.
NVIDIA: IREN achieved Exemplar Cloud status on GB300 NVL72.
Global expansion: A new 300MW AI data center campus in Spain.
This isn't just a Bitcoin mining story anymore. IREN is building an AI infrastructure business.
The next big checkpoint? November 5 β Q1 FY2027 earnings.
Of course, execution, financing, dilution and delivery timelines matter. The opportunity is huge, but the risks are real.
I'm investing for the long term, not chasing every daily price movement.
I believe the market may be underestimating what IREN could become.
Let's see where this journey takes us.
Like, repost & follow me.
Not financial advice.
π¨ **THE MARKET IS SELLING. I'M BUYING.**
$NBIS β ~$148
$IREN β ~$23
Both have taken a beating, but their long-term AI infrastructure opportunities remain enormous.
β’ Billions in contracted customer commitments.
β’ AI computing demand still exceeds supply.
β’ Massive data center expansion ahead.
β’ Long-term revenue growth potential.
My 2027 base-case targets:
$NBIS β $750
$IREN β $156
Yes, financing, dilution and execution risks are real. But I'm investing for the long term, not chasing short-term noise.
I'm long BOTH.
**The biggest opportunities often appear when the market loses patience.**
Like, repost & follow me. π
π¨ **THE MARKET IS SELLING. I'M BUYING.**
$NBIS β ~$148
$IREN β ~$23
Both have taken a beating, but their long-term AI infrastructure opportunities remain enormous.
β’ Billions in contracted customer commitments.
β’ AI computing demand still exceeds supply.
β’ Massive data center expansion ahead.
β’ Long-term revenue growth potential.
My 2027 base-case targets:
$NBIS β $750
$IREN β $156
Yes, financing, dilution and execution risks are real. But I'm investing for the long term, not chasing short-term noise.
I'm long BOTH.
**The biggest opportunities often appear when the market loses patience.**
Like, repost & follow me. π
I'M DOWN ON $IREN. BUT I'M NOT CHANGING MY LONG-TERM THESIS.
I believe the AI infrastructure opportunity is much bigger than today's stock price.
Why am I still bullish?
Look at the business:
$4 BILLION in contracted ARR for 2026 capacity, with $1 billion already operating as of August 26.
Microsoft: IREN delivered its first 50MW liquid-cooled AI Cloud deployment, Horizon 1.
NVIDIA: IREN achieved Exemplar Cloud status on GB300 NVL72.
Global expansion: A new 300MW AI data center campus in Spain.
This isn't just a Bitcoin mining story anymore. IREN is building an AI infrastructure business.
The next big checkpoint? November 5 β Q1 FY2027 earnings.
Of course, execution, financing, dilution and delivery timelines matter. The opportunity is huge, but the risks are real.
I'm investing for the long term, not chasing every daily price movement.
I believe the market may be underestimating what IREN could become.
Let's see where this journey takes us.
Like, repost & follow me.
Not financial advice.
$IREN at $30 this week? The setup is getting interesting.
After the recent pullback, I'm watching this one very closely.
Earnings are coming up, and the next few days could be a major turning point.
My key levels: $25 β $28 β $30.
Can $IREN surprise the market this week?
What's your price target?
Follow me, and let's see where $IREN takes us.
π¨ $MRVL just made a HUGE move.
It's acquiring $LITE in a $115B deal.
Why does this matter?
AI isn't just about GPUs anymore. High-speed optical connectivity is becoming just as important.
$MRVL + $LITE could be a powerful combination.
The AI infrastructure race is getting bigger.
Follow me. π
$VRT β Sell into strength
$IONQ β Avoid
$IREN β Buy on dips
$TSLA β Strong buy
$NVDA β Hold
$GOOG β Buy
$SPCX β Buy
$MU β Buy
$KO β Buy
$INTC β Strong Buy
$AMZN β Strong buy
If you are not following us with notifications turned on, you might miss our next alerts(NFA)
Nobody talks about how difficult it is to rebuild yourself quietly.
No announcements.
No explanations.
No validation.
Just waking up every day, fixing what needs to be fixed and becoming someone you're proud of.
Sometimes, the biggest comeback is the one nobody sees coming.
Keep going. Your future self will thank you.
Let's talk AI stocks!
Where do you see these three AI infrastructure stocks going in the long run?
β‘ $CRWV β CoreWeave
βοΈ $NBIS β Nebius
π₯ $IREN β IREN
What's your price target for each?
$100? $200? $300? $500+?
I want to hear your predictions.
Let's see who has the biggest vision for the future of AI!
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I've already bought $IREN, and I'm holding with a long-term mindset.
I believe the market is still underestimating one critical part of the AI revolution: POWER.
GPUs are important, but without reliable electricity and data center capacity, AI expansion cannot happen at scale.
That's exactly why I like IREN.
Its early investment in land, power infrastructure, and long-term expansion could become a major competitive advantage.
I'm not focused on every daily price swing. I'm focused on where AI infrastructure will be 3β5 years from now.
I believe IREN has significant long-term potential.
Sometimes, the biggest opportunities require patience.
Let's see where $IREN takes us. π
Like, repost & follow me for more stock ideas.
Update on my $IREN position:
Added another 17,756 shares, bringing my total to 37,756 shares.
My average cost is now down to $24.29.
Still bullish on the long-term opportunity.
Follow me, and let's see where $IREN takes us.