JJC

[kuz @kylekuzma]

Me in my backyard getting more liquidity

[amit @amitisinvesting]

$IREN $NVDA

IREN PARTNERS WITH NVIDIA.

Iren signed a $3.4B, 5-year AI Cloud contract with Nvidia entering into a 5GW strategic partnership.

I am not a huge $IREN investor, but at $43, it felt like there was a bit to much hate on the name given they still are a neocloud with capacity for compute and the entire world is compute constrained.

Today's deal isn't a massive hyperscaler deal, but it does feel more bullish than not. No one knows if the stock can easily maintain the $70s like it did on the initial after-hours pump, but the most important part of this announcement is Nvidia is granted the right to purchase 30M shares at...$70 a share.

Effectively, Nvidia is saying we think $IREN is worth a minimum of $70. The interesting thing is that Nvidia is not yet *directly* investing, which is what they did with $CRWV and $NBIS.

For whatever reason, Nvidia is waiting to make the investment but if they are willing to buy at $70, it's them telling the street that we believe this company is worth that much and the cloud contract we signed with them today signifies that.

Not a major hyperscaler deal but seems pretty bullish long term and hopefully a much larger compute deal is on the way for the company.

[Polymarket Money @PolymarketMoney]

$AMD TOPS $500B FOR THE FIRST TIME EVER

[amit @amitisinvesting]

$AMD THREE HANDLE

advanced money triplicator

congrats to all the bulls in this one

Lisa Su’s execution is nothing short of incredible and staying in the name through some hard years should make this even more rewarding

half way towards $1T

[Hermann Tertsch @hermanntertsch]

El diario marxista del Perú, La Republica, saca hoy en portada a sus candidatos favoritos.
Parece mentira que todavía haya ingenuos que creen que Nieto o Marisol MP "no son de izquierda ni caviares, sino derecha liberal". Son izquierda y peligrosa. Quien no vote a Rafael López Aliaga se puede encontrar con desagradables sorpresas.

[JJC @joaqper326]

@EndicottInvests 😂dont say it please

[cinesthetic. @TheCinesthetic]

The “Breaking Point” episode of Band of Brothers is one of the rawest depictions of war ever put on television.

[Nate Endicott @EndicottInvests]

$ZETA PARTNERS WITH OPENAI 👀🔥

"Strategic collaboration with OpenAI to power the conversational intelligence and agentic applications behind Athena by Zeta™, its superintelligent agent built for enterprise marketing. OpenAI models will support Athena’s next phase of development, enabling more intuitive and intelligent experiences for enterprise marketers."

LETS GOOOO

[Elon Musk @elonmusk]

Happy New Year!

2026 will be a banger

[Nate Endicott @EndicottInvests]

$ZETA is so undervalued it’s sort of ridiculous.

Should easily be a $30 stock RIGHT NOW.

[amit @amitisinvesting]

scratch that

WSJ:

- OPENAI VALUATION COULD REACH UP TO $830B IN NEW FUNDING ROUND

- OPENAI EXPLORING SOVEREIGN WEALTH FUNDS TO JOIN NEW ROUND

they are not letting this one fail folks…which is actually so, so bullish for the AI trade

[M. V. Cunha @mvcinvesting]

I just published a new article:

$NBIS: Updated Valuation Model Post-Q3 Results

Please make an effort to read the full piece rather than jumping straight to the final numbers. The context and assumptions are just as important.

Happy Thanksgiving! 🙌🏻

[The Future Investors @ftr_investors]

$NBIS Every cycle, the same thing happens 😂

People beg to "buy the dip"…
…until the dip actually arrives.

[Tooly @ToolySOL]

Real

[Nate Endicott @EndicottInvests]

$NBIS sellers were exhausted.

So is my bank account.

[Antonio Linares @alc2022]

Me outperforming every single hedge fund on planet Earth without having done a single DCF analysis in my life

[JJC @joaqper326]

@Dividend_Dollar Pepsi

[M. V. Cunha @mvcinvesting]

I have no words.

$NBIS just crossed $100/share.

More than the money, the feeling of seeing our research pay off is truly priceless.

Thank you all for the kind DMs and support! 🙏🏻