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[Evan @StockMKTNewz]

Peter Lynch talking about dealing with pullbacks in the stock market

[L B @eLBeast91]

@Zara_588 13

[L B @eLBeast91]

@Zara_588 16

[L B @eLBeast91]

@Zara_588 10

[Justin Banks @RealJGBanks]

THE AI CYCLE THAT WILL RETIRE YOU IN THE NEXT 5-10 YEARS

Sharing this once. Do NOT lose it. Keep this.

The government and the largest companies in the world are showing you where capital is going.

Follow the BUILDOUT:

PHASE 1 2026–2027: BUILD THE AI STACK

AI Chips: $NVDA $AMD $AVGO $INTC

Memory / HBM: $MU $SNDK

Networking: $MRVL $QCOM

Photonics / Optics: $AAOI $LITE

Data Centers: $IREN $APLD

Cooling / Infrastructure: $SMCI $DELL

Storage: $HPE

GPU Cloud: $CRWV $NBIS $MSFT $AMZN

Electrical Equipment: $NVT

Cybersecurity: $CRWD

PHASE 2 2028–2030: POWER THE MACHINE

Grid Infrastructure: $PWR

Power Producers: $CEG

Natural Gas / Turbines: $VST

On-Site Power: $BE

Nuclear: $OKLO $CEG

Fusion: Emerging / mostly private

Copper: $FCX $SCCO

Critical Metals: $ALB $MP

Rare Earths: $MP $USAR

Electrification: $TE

PHASE 3 2030+: AUTOMATE THE WORLD

AI Applications: $PLTR $NOW $SNOW

Robotics: $TSLA $SERV

Autonomy: $ACHR

Drones: $AVAV $ONDS $KTOS

Defense Tech: $KTOS $AVAV

Space Economy: $RKLB $ASTS

Quantum: $IONQ $QBTS

WHAT DOES AI FORCE THE WORLD TO BUILD NEXT?

That’s what you ask yourself.

Save this.

[sami igood @sami_igood]

🚨 $IREN: EVEN THE BEAR CASE POINTS TO $130 — THE BASE CASE? $739.

The market is pricing IREN at ~$43 today.

This 5-year EV/EBITDA model shows just how powerful the upside could become if IREN executes its AI infrastructure expansion:

Bear: $130
Base: $739
Bull: $1,207

The real story isn’t the 2030 number — it’s the operating leverage as billions in AI infrastructure investment turn into revenue and EBITDA.

Execution is everything. $IREN is building for scale. 🚀

#IREN #AI #AIInfrastructure #AICloud #DataCenters #NVIDIA #Microsoft #Nasdaq

#IREN #AI #ArtificialIntelligence #AIInfrastructure #AICloud #CloudComputing #DataCenters #DataCenter #GPU #GPUCloud #HPC #NVIDIA #Microsoft #Hyperscalers #Neocloud #Inference #AICompute #GenerativeAI #MachineLearning #TechStocks #GrowthStocks #NASDAQ #WallStreet #Investing #FutureOfAI

[Dray @drayinvests]

$NVDA CEO Jensen Huang described AI as a five-layer cake at the G20 meeting

Each layer is essential to advancing AI

Layer 1 : Energy
$VST $BE $GEV $CEG

Layer 2 : Chips
$NVDA $AVGO $TSM $ASML

Layer 3 : Infrastructure
$NBIS $CRWV $IREN $ORCL

Layer 4 : Models
$GOOGL $MSFT $META $AMZN

Layer 5 : Data and Application
$PLTR $NOW $SNOW $CRWD

Each layer serves an important role in further advancements in AI

Positioning yourself within these layers is the easiest way to benefit from the AI revolution.

[Burak Finance @burak_finance]

Friendly reminder to $NBIS investors

Q1 25: $51M
Q2 26: $582M

[L B @eLBeast91]

@leopoldasch Stay Blessed L.A. !

[L B @eLBeast91]

@liadreaamy 81

[L B @eLBeast91]

@burrytracker Calm your tits! AI is taking over!

[L B @eLBeast91]

@geokoutalidis Are you ready for the apocalypse?

[L B @eLBeast91]

@WillSwain70 @onlyskypace 260-150 = 110* !!!! Lmao

[L B @eLBeast91]

@WillSwain70 @onlyskypace Brav it's 110, were did you learn math?

[L B @eLBeast91]

@Seraphinaf5 71

[L B @eLBeast91]

@geokoutalidis You asking the sharks to invest in Cardisio?@geokoutalidis

[L B @eLBeast91]

https://t.co/HekcrT9RMq

[L B @eLBeast91]

@edge10k @unusual_whales Is that Rubio?

[L B @eLBeast91]

@BarronTxNewsX 🙏 Amen 🙏

[Mr. Misunderstood @meeijer]

15) $TSM | TSMC

Type of company: quality-growth

Description: $TSM is the world’s largest dedicated independent semiconductor foundry.

Why is $TSM a great hold during the next decade?

• Demand for semiconductors will continue to surge, mainly driven by AI
• $TSM will continue to be the global leader in advanced chip manufacturing, with cutting-edge process technologies
• $TSM has a massive, diversified customer base across key sectors like automotive, tech, and consumer electronics
• $TSM’s dominant position in the semiconductor supply chain provides an amazing moat

$TSM is crucial to the global tech ecosystem, offering a ton of growth potential during the next decade.