The Tech Investor

Fulbright Fellow & Cambridge PhD Reject Turned Full-Time Investor | All-In On AI Infrastructure | Stocks That Could Double In 12 Months | MA @Dartmouth | NFA

[The Tech Investor @TheTechInvest]

Nearly 50% of these companies doubled or tripled since April 2025 including 3 trillion dollar companies:

1. $MSFT +17%🟢
2. $NVDA +126%🟢
3. $AMZN +55%🟢
4. $GOOGL +134%🟢
5. $META +35%🟢
6. $AVGO +191%🟢
7. $TSLA +59%🟢
8. $TSM +179%🟢
9. $PLTR +97%🟢
10. $NOW -36%🔴
11. $AMD +314%🟢
12. $CRWD +40%🟢
13. $ANET +180%🟢
14. $APP +107%🟢
15. $AXON -20%🔴
16. $DDOG +48%🟢
17. $TTD -46%🔴
18. $MPWR +242%🟢
19. $DUOL -64%🔴
20. $HIMS +20%🟢

[The Tech Investor @TheTechInvest]

I believe these 20 stocks will outperform the market by a wide margin over the next 5+ years.

1- $MSFT $359 -22%🔴
2- $NVDA $92 -39%🔴
3- $AMZN $170 -29%🔴
4- $GOOGL $144 -30%🔴
5- $META $500 -32%🔴
6- $AVGO $144 -42%🔴
7- $TSLA $235 -51%🔴
8- $TSM $144 -35%🔴
9- $PLTR $72 -42%🔴
10- $NOW $707 -40%🔴
11- $AMD $84 -54%🔴
12- $CRWD $318 -30%🔴
13- $ANET $63 -52%🔴
14- $APP $215 -58%🔴
15- $AXON $496 -30%🔴
16- $DDOG $87 -49%🔴
17- $TTD $45 -67%🔴
18- $MPWR $477 -50%🔴
19- $DUOL $290 -34%🔴
20- $HIMS $25 -65%🔴

[The Tech Investor @TheTechInvest]

🚨BREAKING🚨

$NVDA IS PREPARING TO OUST CEO JENSEN HUANG

Jensen is the Macbeth of the 21st century. What a tragedy!!

[The Tech Investor @TheTechInvest]

@IREN_Ltd Time to compute is a moat.

[The Tech Investor @TheTechInvest]

One of $IREN strongest moats is time to compute thanks to its vertically integrated model.

The industry benchmark: 18 months
$IREN: 14 months

Just remember that $MSFT asked for a few changes to do with the networking elements of Horizon, and $IREN said okay: in 1 to 2 months, everything will be adjusted as needed.

Why 1 to 2 months only? Because $IREN doesn’t need third parties to make the requested changes.

[The Tech Investor @TheTechInvest]

Both $IREN & $CRWV saved the market.

$NBIS has the chance to join the club.

[The Tech Investor @TheTechInvest]

$CRWV CEO Michael Intrator:

[The Tech Investor @TheTechInvest]

$CRWV CEO Michael Intrator:

[The Tech Investor @TheTechInvest]

I think $IREN is targeting 100% prepayment for 2027 deals and beyond.

I have never seen Dan as confident as he is in this interview:

"The key question for us is how much of the funding of this buildout can we get these customers to pay for?"

Per $IREN Q1'27, Anthropic prepaid 90% of the GPU CapEx.

[The Tech Investor @TheTechInvest]

🚨JUST IN🚨

$CRWV REVENUE BACKLOG HITS $132B

INSANE DEMAND

[The Tech Investor @TheTechInvest]

🚨BREAKING: $IREN beat the street’s estimates for revenue by 3%; Revenue up 66% QoQ

🔥🔥🔥

[The Tech Investor @TheTechInvest]

$IREN is an asset to local communities.

$IREN CEO:

"We hire locally, we work with local suppliers, and we prioritize bringing water to site for our closed-loop cooling systems to reduce reliance on local supplies. We want our projects to bring lasting jobs and investment to these communities while respecting the needs of the people who live there." | Q1'27

[The Tech Investor @TheTechInvest]

🚨JUST IN: $WYFI ENTERS $300M TERM LOAN AGREEMENT

"Subject to conditions including readiness and customer acceptance of the first 40MW at the NC-1 data center."

[The Tech Investor @TheTechInvest]

🚨JUST IN: $WYFI ENTERS $300M TERM LOAN AGREEMENT

"Subject to conditions including readiness and customer acceptance of the first 40MW at the NC-1 data center."

[The Tech Investor @TheTechInvest]

🚨JUST IN: $IREN and Wingspire Equipment Finance Complete $363MM Financing for High-Density AI Compute

[The Tech Investor @TheTechInvest]

🚨BREAKING: ANTHROPIC PREPARES TO PUSH AHEAD WITH IPO

$IREN is expected to announce details of its deal + extending the deal this month.

[The Tech Investor @TheTechInvest]

I think $IREN is targeting 100% prepayment for 2027 deals and beyond.

I have never seen Dan as confident as he is in this interview:

"The key question for us is how much of the funding of this buildout can we get these customers to pay for?"

Per $IREN Q1'27, Anthropic prepaid 90% of the GPU CapEx.

[The Tech Investor @TheTechInvest]

I think $IREN is targeting 100% prepayment for 2027 deals and beyond.

I have never seen Dan as confident as he is in this interview:

"The key question for us is how much of the funding of this buildout can we get these customers to pay for?"

Per $IREN Q1'27, Anthropic prepaid 90% of the GPU CapEx.

[The Tech Investor @TheTechInvest]

One of $IREN strongest moats is time to compute thanks to its vertically integrated model.

The industry benchmark: 18 months
$IREN: 14 months

Just remember that $MSFT asked for a few changes to do with the networking elements of Horizon, and $IREN said okay: in 1 to 2 months, everything will be adjusted as needed.

Why 1 to 2 months only? Because $IREN doesn’t need third parties to make the requested changes.

[The Tech Investor @TheTechInvest]

One of $IREN strongest moats is time to compute thanks to its vertically integrated model.

The industry benchmark: 18 months
$IREN: 14 months

Just remember that $MSFT asked for a few changes to do with the networking elements of Horizon, and $IREN said okay: in 1 to 2 months, everything will be adjusted as needed.

Why 1 to 2 months only? Because $IREN doesn’t need third parties to make the requested changes.

[The Tech Investor @TheTechInvest]

🚨JUST IN: $IREN $56 PT MAINTAINED AT H.C. WAINWRIGHT

All the current price targets don’t reflect the real value of $IREN. The institutions will double and triple their PTs when the price action changes.

[The Tech Investor @TheTechInvest]

🚨JUST IN: $IREN $56 PT MAINTAINED AT H.C. WAINWRIGHT

All the current price targets don’t reflect the real value of $IREN. The institutions will double and triple their PTs when the price action changes.

[The Tech Investor @TheTechInvest]

🚨JUST IN: $IREN PT IS NOW $55 AT JP MORGAN

[The Tech Investor @TheTechInvest]

🚨JUST IN: $IREN PT IS NOW $55 AT JP MORGAN

[The Tech Investor @TheTechInvest]

🚨 $LITE CEO: "You had a comment from the CEO of $IREN [that] there’s a massive disconnect in what we're seeing in our demand books."

[The Tech Investor @TheTechInvest]

🚨 $LITE CEO: "You had a comment from the CEO of $IREN [that] there’s a massive disconnect in what we're seeing in our demand books."

[The Tech Investor @TheTechInvest]

Even $IREN CEO underestimated $IREN

8 months ago, he explicitly said:
"In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation."

Yet, $IREN just signed:

1. 5Y deal at $22M per MW.

2. 3Y deal with Anthropic at $40M per MW including funding 90% of the GPU CapEx.

$100M to $150M per MW by 2028 is highly likely.

[The Tech Investor @TheTechInvest]

Even $IREN CEO underestimated $IREN

8 months ago, he explicitly said:
"In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation."

Yet, $IREN just signed:

1. 5Y deal at $22M per MW.

2. 3Y deal with Anthropic at $40M per MW including funding 90% of the GPU CapEx.

$100M to $150M per MW by 2028 is highly likely.

[The Tech Investor @TheTechInvest]

I apologize for underestimating $IREN

1. My highest estimate for IREN pipeline was 7GW but it turned out that it’s 35GW (Secured grid connected)

2. My highest estimate for 2026 deals was 2. (Not 3 including Anthropic + extending the deal)

[The Tech Investor @TheTechInvest]

@GetThePapers2X It’s 100% grid connected because $IREN has been building this empire since 2018 when there was no such a thing as AI.

[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 Tech Investor @TheTechInvest]

I apologize for underestimating $IREN

1. My highest estimate for IREN pipeline was 7GW but it turned out that it’s 35GW (Secured grid connected)

2. My highest estimate for 2026 deals was 2. (Not 3 including Anthropic + extending the deal)

[The Tech Investor @TheTechInvest]

$IREN AI Cloud Revenue:
Q1'26: $7M
Q1'27: $200M

$NBIS AI Cloud Revenue:
Q3'25: $146M
Q3'26: $906M (Estimated)

[The Tech Investor @TheTechInvest]

$IREN AI Cloud Revenue:
Q1'26: $7M
Q1'27: $200M

$NBIS AI Cloud Revenue:
Q3'25: $146M
Q3'26: $906M (Estimated)

[The Tech Investor @TheTechInvest]

$IREN is the most transparent company in the AI cloud sector.

[The Tech Investor @TheTechInvest]

$IREN is the most transparent company in the AI cloud sector.

[The Tech Investor @TheTechInvest]

BREAKING: $IREN NEW LIQUID COOLED DATA CENTER WILL BE IN ARIZONA

[The Tech Investor @TheTechInvest]

BREAKING: $IREN NEW LIQUID COOLED DATA CENTER WILL BE IN ARIZONA

[The Tech Investor @TheTechInvest]

$IREN is the talk of the town.

Tremendous sentiment change post Q1'27.

The Street’s highest PT in late 2025 was $130. Like always, the Street follows the price action, not the fundamentals.

When $100 hit, the Street can double or triple the price target.

The overall idea, IREN new sentiment is extremely bullish, even for $NBIS most loyal investors. Ironically, not a single bearish post that I’m aware of from NBIS investors.

You have enough time to make your decision before oil prices drop below $80.

[The Tech Investor @TheTechInvest]

🚨 JUST IN: $IREN UPGRADED TO BUY FROM HOLD AT JONES