Jake Howell

Investor | Trend-follower.Spotting 5× -20x disruptive stocks before the crowd.
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[Jake Howell @howellnatoyi]

$CIFR
This was the bottom. Mark this

$CIFR
is one to watch closely

[Jake Howell @howellnatoyi]

@D282386 That’s the surprising part of this AI cycle. The technology story hasn’t necessarily changed, but politics, energy costs, and financing conditions can completely change how the market values it. The real question is who can execute and generate cash flow. $CIFR

[Jake Howell @howellnatoyi]

$CIFR

$CIFR is down more than 54% from its September high. The market is sending a clear message.

The short-term setup is ugly. $850M in convertible notes has raised financing and dilution concerns.

But the AI data center story isn’t dead.

Long-term HPC leases and expanding AI infrastructure capacity still offer real upside potential.

My take: Bearish short term. Bullish long term.

I’m not calling the bottom. I’m watching execution, cash flow, and the Nov. 2 earnings update.

The AI narrative is not enough. $CIFR has to deliver.

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +315% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$IREN x NVIDIA

Major positive news：
IREN is partnering with NVIDIA to launch Minerva, NVIDIA’s new AIOps platform, on IREN AI Cloud.

Our VP of AI Cloud, Jason Forrester, joins NVIDIA’s Gilad Shainer and 650 Group’s Alan Weckel to explore how IREN’s approach to AIOps enhances visibility, strengthens operations and keeps compute productive.

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +320% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$NAUT
My expectation is a 10x return; it has already risen 3x, meaning I’m nearly halfway toward the target.

The market is focused on short-term volatility. I’m watching the bigger opportunity.Nautilus is building a next-generation proteomics platform designed to analyze billions of individual protein molecules.

Here’s what matters:

First revenue recognized in Q2
New research published on tau proteoforms
Q3 earnings on Oct. 27 — the next key catalyst

If Voyager delivers on its promise, $NAUT could have a much bigger opportunity than the market currently appreciates.
Early-stage biotech. Massive potential.
Follow me; I’ll keep posting updates.

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +321% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$KEEL — I’m VERY bullish.

The market may be focused on a weak quarter. I’m focused on what comes next.

Keel has 2.2 GW in its development pipeline, ~$819M in liquidity, and active tenant negotiations across three priority sites.

The next two quarters could be about signing deals — not just reporting results.

Panther Creek is a key catalyst. One major lease announcement could change how the market values $KEEL.

The opportunity is simple: today’s development pipeline could become tomorrow’s contracted AI infrastructure.

If management executes, this could be a major re-rating story.

I’m watching the next two quarters closely. $KEEL

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$KEEL

EARNINGS JUST MOVED UP BY ONE WEEK. WHY?

November 12 → November 5.

Here’s what I’m watching

1. The timeline just got tighter.
Any traders positioned around earnings now have less time to adjust.
2. Could good news be coming?
An earlier earnings date can be worth watching, but it does NOT guarantee positive results.

3. Contract news could be the real catalyst.
If $KEEL announces a major contract, the market could reprice fast.
My take: The earlier date puts November 5 in the spotlight. If strong news drops, positioning could change quickly.

The big question: Is a major contract announcement coming?

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$KEEL

I have a feeling this will explode up out of nowhere very soon.

Fear is everywhere, and that’s often when the biggest opportunities emerge.

Don’t let short-term fear dictate your decisions. Stay focused, do your research, and be ready when sentiment shifts.

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$CIFR
The market is focused on fear. I’m focused on what $CIFR is building

The AI data center transition is real. Black Pearl delivered ahead of schedule, and long-term HPC leases are creating a path toward recurring revenue.

After this brutal selloff, I believe $CIFR is worth watching closely.

The key catalyst-Nov. 2 earnings.
Execution will decide everything

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$IREN

This is the bottom.
Take note of this.

$IREN
Buy in at $25–$26

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$IREN

$IREN holders, these are brutal times. But I think the market is overreacting.

AI and neocloud stocks have been under pressure for months. Oil spikes, geopolitical fears, and hedge funds de-risking are driving sentiment.

But has the underlying AI demand story really changed?

IREN reported $4B in contracted 2026 ARR, with $1B already operating. Management is targeting massive AI infrastructure expansion into 2027.

Meanwhile, the stock has been priced as if execution and financing risks are the whole story.

I'm still bullish on $IREN. Its power portfolio, GPU infrastructure, and major customer contracts give it a credible path to becoming a much larger AI cloud business.

The key question isn't whether the market is scared. It's whether IREN can deliver capacity, convert ARR into actual revenue, and finance growth without excessive dilution.

If execution catches up with expectations, today's pessimism could look excessive in hindsight.

I'm watching the fundamentals—not just the panic

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$KEEL

I’m bullish on $KEEL for one key reason: POWER.

AI chips get the headlines, but without available power and ready-to-build data centers, compute can’t scale.

$KEEL has a 2.2 GW development pipeline, including 341 MW of energized capacity and 430 MW with secured power agreements.

The catalyst? Turning that capacity into signed AI leases.

If KEEL executes, the market could start valuing it as an AI infrastructure play — not just a beaten-down stock.

I’m watching the next lease announcement closely.

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$CIFR

I’m bullish, and here’s why.

The market is pricing in AI infrastructure risk. I’m focused on what Cipher is building.

-$16.6B in contracted revenue
-17.3-year weighted average lease term
-~3.4 GW of near-term grid capacity pipeline
Barber Lake alone now represents over $9B in contracted revenue across a 20-year lease structure.
Yes, the $850M convertible note offering and execution risks matter. But a selloff doesn’t erase the long-term value of contracted AI infrastructure.

My thesis: CIFR is building a long-term AI data center business, and the market may be underestimating what successful execution could be worth.

I’m bullish. The next catalyst is execution.

Watching the Nov. 2 business update closely. $CIFR

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$NVDA
Jensen Huang doesn’t see a memory oversupply by 2029.

Asked whether new supply could turn memory into a “red ocean,” Jensen’s answer was clear:
“I don’t think so.”

AI data centers will keep consuming more memory, including LPDDR.

Meanwhile, Samsung has reportedly allocated much of its capacity through 2031, while $GOOGL is reportedly securing long-term memory agreements extending to 2035.

My bullish thesis: The AI memory supercycle has years left to run.

Demand keeps expanding. Supply takes time to build. AI architectures are evolving rapidly, and memory is becoming more critical with every generation.

The market is pricing in oversupply. I believe it’s underestimating how much memory AI will need.

I’m betting on sustained memory demand, not a 2029 glut

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

BILL ACKMAN JUST ADDED 5 NEW STOCKS THAT COULD 10-20X

Here are his BIGGEST bets:

1. $UBER (Uber): His largest holding — ~13% of the book. The operating system for movement. Rides, delivery, freight. Still compounding after the world already “knows” the story.

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$AMD
IS DOWN 22% FROM ITS HIGH.
I'M NOT SELLING — I'M BUYING.

The market is panicking over AI spending fears.
I'm focused on the fundamentals 👇

1. Q2 revenue grew 50% YoY to $11.5B.
2. Data Center revenue surged 107% YoY to $6.7B.
3. $AMD expects roughly $13B in Q3 revenue.

My take:
I'M FIRMLY BULLISH ON $AMD.
While others see a sell-off, I see an opportunity.

$AMD is expanding its role in AI infrastructure, and I believe its long-term growth story remains intact.
A decline in stock price is not necessarily a bad thing.
I'm not selling my $AMD shares. I'm firmly on the BUY side.
The earnings report on November 3rd will be the next opportunity.

Follow me; I’ll keep posting updates.

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$AMD
$AMD is down 22% from its peak.

Others—panicked and worried.

Me—an opportunity to buy in big.

[Jake Howell @howellnatoyi]

As a reference, I've called:
$PMI at $5 -> flew +204% -
$TJGC at $16 -> flew +184% -
$KOD at $33 -> flew +666% -
$TCRT at $1.2 -> flew +800% -
$NAUT at $1 -> flew +170% -
$GLND at $1.2 -> flew +150% -
follow me. If you’re looking for the next stock with 10x or even 20x potential,

[Jake Howell @howellnatoyi]

$NBIS + $BE

The power story is getting interesting ⚡

Nebius’ Vineland campus could be approaching a major power milestone.

According to Bloom Energy management, the site is already in the 100 MW class, with the first block nearing power-on.

The bigger picture:
• Temporary natural-gas generators can bridge near-term power needs.
• Bloom fuel cells are planned to provide longer-term onsite power.
• Faster power deployment could accelerate AI infrastructure monetization.
If execution stays on track, ~200 MW of energized capacity by year-end could become a meaningful catalyst for $NBIS.
For $BE, it’s another example of how AI’s biggest bottleneck may be electricity — not chips.

Follow me; I’ll keep posting updates.