Alex

[*Walter Bloomberg @DeItaone]

$NVDA - CHINA TO LET TOP AI COS BUY SOME NVIDIA H200 CHIPS - INFORMATION

[Disclose.tv @disclosetv]

NOW - Trump says the U.S. may reintroduce its blockade of the Strait of Hormuz: "It will only be a blockade for Iran... now of course, they'll drop some mines if they can."

[The Tech Investor @TheTechInvest]

🚨BREAKING🚨

$IREN ADDED TO RUSSELL 3000

🔥🔥🔥

Other additions:
1. $CRWV
2. $DLO
3. $FROG
4. $KEEL
5. $NUAI
6. $ONDS
7. $OPEN
8. $SLNH
9. $SYM

[Disclose.tv @disclosetv]

JUST IN - Trump admin preparing for a fresh wave of military strikes against Iran.

[zerohedge @zerohedge]

Oil Plunges, Stocks Spike After Trump's Comments On Iran https://t.co/H0clvzZZAz

[Investing visuals @InvestingVisual]

$AMD Q4 2025 earnings:

• Revenue $10.27B vs $9.67B Est.
• EPS $1.53 vs $1.32 Est.
• Data center revenue $5.38B vs $4.97B Est.

Q1 2026 Guidance
• Revenue $9.8B vs $9.4B Est.

[The Tech Investor @TheTechInvest]

🚨 BREAKING: $AMD CEO Lisa Sue “We’re entering a multi-year demand supercycle for HPC and AI computing.”

Bullish for $IREN, $NBIS, $APLD, and $CIFR, etc.

[zerohedge @zerohedge]

China's Industrial Profits tumble at fastest pace in over a year, down 13.1% y/y in November after a 5.5% decline in previous month, the fastest pace in 14 months amid industrial overcapacity and dismal consumer confidence.

[Alex @head2thewindow]

@Wolfdog_Capital Correct, 9 times out of 10 the fired/quit CEO likely dug the company into a hole

[Alex @head2thewindow]

@stoked_on_waves Sebastian Krog was the only person who believed anything out of Bennett’s mouth.

[Alex @head2thewindow]

@CuriousinHell This path? $IVFH upgraded today.

[Alex @head2thewindow]

@RagweedCapital Bennett is also over promising and under delivering. Also, this whole act where they think they are the only company in this market doing what they are doing with AI is laughable.

[Alex @head2thewindow]

Fully out of $IVFH short. Simple, easy trade. Still down quite a bit on $INSM short.

[Alex @head2thewindow]

Almost full out of my $IVFH short. I still have zero faith in management there, but I will allocate my money elsewhere, for now.

[The Great Mattsby @matthughes13]

Be careful when a chart looks like this
$XRP
https://t.co/pQcCKe8U16

[Alex @head2thewindow]

@eventdriven4l This whole podcast is a bear case for $IVFH

[NOTRELOAD AI @notreload_ai]

$RUN +20.5% [JPMorgan raised Sunrun's price target to $20 from $16 and maintains an Overweight rating. The company improved its fiscal 2025 guidance due to strong performance in Q2.] https://t.co/eCUE7NBFbm

[IREN @IREN_Ltd]

$IREN is pleased to provide our monthly update for July 2025:

- Record monthly revenue ($86m) and hardware profit ($66m)
- AI Cloud expanded with 2.4k NVIDIA B200/B300 GPUs
- Initial B200 shipment completed and fully contracted
- 50MW Horizon 1 liquid-cooled AI data center on track for Q4’25
- Mackenzie fiber upgrade complete, further enhancing our ability to support continued growth of AI Cloud beyond Prince George
- 1,400MW Sweetwater 1 civil and electrical works continuing

Press Release: https://t.co/dM5G77hWDL

[zerohedge @zerohedge]

India should promise to buy $1 trillion in US oil starting Feb 2029

[Alex @head2thewindow]

@finance_schmidt Everything that Bennett has started and not inherited at IVFH has crumbled. What part of his management team has actual foodservice or drop-shipping success in their past? They reference their use of AI as if they are the only company using it. AI isn’t going to be enough imo