$IREN generated just $707M in revenue in FY2026. JPMorgan now projects nearly $24 BILLION in annual revenue by 2030. That’s nearly 34x today’s revenue. And some people still think this stock is going back to $20. At around $44, if this isn’t a steal, I don’t know what is.
ALL EYES ON AI STOCKS THIS WEEK 👀
The U.S. and China are the world’s two biggest AI powers. Their leaders meet this week, and AI will be on the agenda.
The AI race just keeps getting bigger.
$NVDA, $META, $AMD, $AVGO, $GOOGL
$IREN has climbed from $35 to nearly $48 since its Q4 earnings selloff, despite the tough macro environment.
Imagine what positive news could do.
This is exactly why I’m hesitant to sell covered calls on stocks like $IREN. I don’t want to cap my upside just to collect a little
5 STOCKS I'M WATCHING THIS WEEK 👀
1. $IREN - Up 7.36% Friday. Will the rally continue after the recent analyst upgrades?
2. $AAOI - Up 7.25% Friday. Can it build on the rebound and make another run toward $150?
3. $HIMS - Still hovering around $28 despite strong revenue and s
OPTIONS INCOME UPDATE 📊
$25,404 in realized options profit so far this year, mostly from selling covered calls and cash secured puts.
I didn't sell any options this past week. The market was too volatile, and I wasn't going to force trades just to collect premiums.
I expect t
$HIMS has been pretty quiet lately, but its next major catalyst could be the FDA’s final decision on six peptides.
CEO Andrew Dudum confirmed:
“We’ve started validation and stability testing on APIs for those peptides developed in our Menlo Park facility.”
With peptide treatme
$HIMS has a growth driver that isn't getting nearly enough attention: testosterone.
Just three quarters after launch, it's already the company's fastest scaling specialty outside weight loss.
Management expects it to become Hims' SIXTH U.S. specialty to reach a $100M annual rev
Not much happening in the market next week, but a few things to watch:
Wednesday: $META Zuckerberg speaks at Meta’s conference. AI and smart glasses updates expected.
Thursday: $BB, $DRI and $COST report earnings.
What am I missing? 👀
$AAOI had a pretty good recovery last week, climbing from around $96 to $105, a gain of nearly 10% from Monday's close.
For those who haven't been following this stock, here's what happened:
AAOI fell from around $223 in May to just $76 on July 29 during the broader AI stock se
my coworker makes $130k a year as a senior developer.
at lunch today he told us he’s “living paycheck to paycheck” and couldn’t afford to join our weekend trip.
so i looked at his usual spending:
• $8 DoorDash coffee every morning
• $68k Audi lease at $900/month
• $2,950 lu
Just got off the phone with my old college roommate.
His daughter was diagnosed with leukemia in February.
He has insurance. Good insurance. The kind you’re supposed to feel protected by.
7 months later:
Savings: gone.
401k: cashed out early, penalties included.
House: refina
“We can’t tax rich people on unrealized stock gains because they haven’t actually made the money until they sell.”
Okay.
Then why does my property tax bill keep rising when my house increases in value?
I didn’t sell it.
I didn’t cash out.
I didn’t put that appreciation in my b