Kunjayi Invests

[Kunjayi Invests @kskunjayi]

Where do I apply?

[GURGAVIN @gurgavin]

CANADIAN PRIME MINISTER MARK CARNEY’S NEW AI STRATEGY PROMISES TO CREATE 250,000 NEW JOBS IN THE COUNTRY ALL JOBS WILL BE RELATED TO TO AI

🇨🇦🇨🇦🇨🇦

[Kunjayi Invests @kskunjayi]

$TSLA $SPCX Stay safe!

[GURGAVIN @gurgavin]

JP MORGAN HAS RAISED IT’S TESLA PRICE TRAGET TO $475 FROM $145

THIS IS AFTER THE BANK WAS CHOSEN BY ELON MUSK TO BE PART OF THE SPACX AND EARN 100’S OF MILLIONS IN FEES

I HOPE PEOPLE CAN SEE THRU THIS BS

$TSLA

[Kunjayi Invests @kskunjayi]

Sure, pump as mush as you can, Morgan Stanley.

[Evan @StockMKTNewz]

Morgan Stanley analysts just said they expect SpaceX $SPCX to reach

Annual revenue of $3.4 Trillion by 2040 with adjusted EBITDA of more than $2.7T

*Morgan Stanley is one of the banks leading the SpaceX IPO*

[Kunjayi Invests @kskunjayi]

@FunOfInvesting For NEW money, $CRWV could be a better home, at current valuations.

[Kunjayi Invests @kskunjayi]

@KrisPatel99 @stocktalkweekly 😂😂

[Kunjayi Invests @kskunjayi]

@Dr_Crossroads What’s the new? Up 14%!

[Kunjayi Invests @kskunjayi]

@Pharmdca Do you think $NBIS & $ AMD are due for a pull back? Looking to buy back in at lower prices?

[Kunjayi Invests @kskunjayi]

@semodough @grok what could the share price in 2030 based on this estimate

[Kunjayi Invests @kskunjayi]

@daniel_koss Hire a human to build agents :)

[Kunjayi Invests @kskunjayi]

“Our customer is most certainly the next AWS”

- DataOne CEO

[CAB @CABeyney]

It’s okay everyone has the right to their own opinion, and honestly, I don’t really mind.

At the end of the day, our customer is most certainly the next AWS. They are miles ahead of the competition.

That being said, I’m also convinced the market opportunity is so massive that, there is room for everyone to succeed.

[Tevis @FunOfInvesting]

BREAKING: After his chat with Anthony Noto, @stevenfiorillo thinks $SOFI is a tech company.

Are we back?🤣

[The Assembly @InTheAssembly]

The 25 year old who turned $225 million into $5.5 billion in 12 months is quietly building a position in a stock almost NOBODY is talking about.

Leopold Aschenbrenner is the former OpenAI researcher who launched Situational Awareness LP in September 2024.

His fund returned 47% after fees in the first half of 2025.

His thesis is simple: AI will be the largest infrastructure buildout in human history, and the market has not priced it in.

In his most recent 13F he kept adding to one specific name quarter after quarter.

Hut 8.

He increased his position by 43% in Q4 2025 alone.

This is one of his most asymmetric setups right now.

Hut 8 has quietly locked in two of the largest AI infrastructure contracts in the country.

A 15 year, $7 billion lease at its Louisiana campus with Anthropic as the end customer and Google as the financial backstop.

A second 15 year, $9.8 billion lease just announced this week at its Texas campus with an investment grade tenant.

Combined base term contracts: $16.8 billion.

If all renewal options are exercised: over $42 billion.

The entire market cap of Hut 8 today is a fraction of that.

The company also holds over 16,000 Bitcoin and a $200 million credit facility at a fixed 7% rate.

That’s rare optionality on the side.

When he discloses his new trades, we will share them here.

Turn on notifications so you don’t miss our alert, this is VERY important.

If you don’t follow us, you might regret it.

[Lazy Canadian Investor @JimChuong]

To make 10% on $10,000 is $1,000.
People will say it’s not worth it.

To make 10% on $100,000 is $10,000.
People will ask you how you did it.

To make 10% on $10 million is $1 million.
People will not believe it and go back to selling their life away for a salary.

[Kunjayi Invests @kskunjayi]

Ok, can we get some love for $SOFI now?

[amit @amitisinvesting]

PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.

The document is over 100 pages and has thousands of trades.

This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries.

Here are some of the names that Trump bought:

$PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.

[Kunjayi Invests @kskunjayi]

@HyperTechInvest LOL

[Kunjayi Invests @kskunjayi]

$NBIS 🚀🚀

[Nebius @nebiusai]

Today, we announced our Q1 2026 financial results. Here are the highlights:

- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%.
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.

We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven.

Read more in our press release: https://t.co/GJkNTg8RGG

[Kunjayi Invests @kskunjayi]

@Dr_Crossroads Congrats Roy! I missed this in the 20s, waiting for a pull back 😂

[Lazy Canadian Investor @JimChuong]

Employees are so vain. They think that the performance review is about them - it’s not even about performance.

The performance review is for Human Resources (HR) and Legal for when they decide to terminate you.