Nicholas Howell

Christus Rex

President Victoria Populi Capital Partners

[Nicholas Howell @Lizard_Howell]

#EndTheFed

[Being Libertarian @beinlibertarian]

Dave Smith giving people a little wake up call and throwing it to the propaganda press.

Gotta love it.

Do you think America is in a late stage Empire?

[Nicholas Howell @Lizard_Howell]

@FL0WG0D Now my $50 $DRAM CSPs don't look so foolish.

[Nicholas Howell @Lizard_Howell]

@KobeissiLetter Free my boy jensen.

[Nicholas Howell @Lizard_Howell]

$NVDA Holder since 2016. Free by boy #JensenHuang

[Concierge Wealth Management @ConciergeWM]

@unusual_whales Any stock becomes a meme coin once it’s 40% of your net worth

[Nicholas Howell @Lizard_Howell]

Money printer always goes Brrrr

[Rand Paul @RandPaul]

No matter which party controls Congress, spending goes up. The uniparty is in the driver’s seat, and the bills keep getting bigger.

My Six Penny Plan would cut six cents off every projected dollar that the federal government spends, and balance the budget in 5 years. It’s not complicated. Washington just needs the will to do it.

[Nicholas Howell @Lizard_Howell]

@jimcramer Huge news for $IREN

[Nicholas Howell @Lizard_Howell]

@unusual_whales Economic hack: If you devalue the currency enough, you'll never have two quarters of negative growth because number go up.

[Nicholas Howell @Lizard_Howell]

@FL0WG0D I guess it was well timed for opening a position in this ETF this week.

[Nicholas Howell @Lizard_Howell]

@unusual_whales Someone get Pip a job!!!

[Nicholas Howell @Lizard_Howell]

@FL0WG0D Hey I sold that guy one of those calls!

[Nicholas Howell @Lizard_Howell]

@unusual_whales I felt like a failure well before I began trading.

[Nicholas Howell @Lizard_Howell]

@Currentreport1

[Nicholas Howell @Lizard_Howell]

@QuiverQuant Money printer going BRRRR soon. #CashKills

[Nicholas Howell @Lizard_Howell]

@unusual_whales Video games are the best value per hour of entertainment. Movies are $60, going out for drinks $100, videogames are repetitive entertainment for the same upfront cost.

[Nicholas Howell @Lizard_Howell]

5th largest position. Might sell another $40 put.

[FreeFromMatrix @ViralMuzik1989]

🚨 BLACKROCK JUST MADE A MASSIVE MOVE IN $IREN 🚨

BlackRock went from roughly 4.5M → 13.3M shares in just one quarter.

That’s an increase of ~198.7%. 👀

• 13,315,152 shares
• $608.9M position
• 3.73% ownership
• +8.9M shares QoQ

And the timing?
Institutional accumulation accelerated while retail was capitulating.
They sold the fear.
BlackRock bought it.

Time in the market > timing the market. 🐋

Source: BlackRock 13F, filed Aug. 7, 2026, for quarter ended June 30, 2026.

[FreeFromMatrix @ViralMuzik1989]

🚨 BREAKING 🚨

BANK OF AMERICA JUST REVEALED A MASSIVE $925M POSITION IN $IREN

• 21.03 MILLION SHARES
• $925M POSITION
• 5.80% OWNERSHIP

Bank of America is one of the world's largest financial institutions, with approximately $3.4 trillion in total assets.

[Nicholas Howell @Lizard_Howell]

@ooongogablogian @unusual_whales sharks? with frickin' laser beams?

[Nicholas Howell @Lizard_Howell]

@CiceroTJones @unusual_whales @Arbys

[Nicholas Howell @Lizard_Howell]

Saw an ad for $IREN last time I was in Vegas. It hyped me up, and I doubled down. Great choosing the SanFran team for this partnership.

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

$IREN's new Warriors Sponsorship

Investors are currently losing their minds over $IREN's new multi-year jersey patch deal with the Golden State Warriors, one of the most prominent teams in the NBA.

Most seem to view this as wasteful spending, since the NBA caters to consumers. That may be great for B2C advertising, but the argument goes that it isn't as relevant for a B2B company like $IREN.

Call it cope, but I completely disagree with that take.

For one, B2B-focused advertising in sports is nothing new. CrowdStrike, AWS, Oracle, Salesforce, and Dell are all prominent F1 sponsors. Oracle also owns the naming rights to the San Francisco Giants' stadium (MLB), now called Oracle Park.

Contrary to what investors seem to think right now, I believe $IREN's ad spend is highly targeted rather than random. They consistently sponsor global AI tech events, which is a direct way to get their branding in front of the exact customer base they want to reach, and they're increasingly layering in more alternative advertising channels in key markets on top of that.

San Francisco is the undisputed AI and tech capital of the world. The vast majority of tech executives live and work here, which makes it an ideal market for an emerging cloud provider to advertise in. That's exactly what $IREN has been doing lately.

Sponsoring one of the most prominent teams in the NBA, based right in San Francisco, is a genuinely clever way to get IREN's brand in front of the tech execs and Silicon Valley founders who attend home games and sit courtside.

Every time Steph Curry hits a 3-pointer, people will see the $IREN logo, whether on television, courtside, or in local coverage.

In a crowded market like SF, where the highways are plastered with tech ads from every company under the sun, this is a smart way to compete for the headspace of the key decision-makers living there.

When you put it into perspective, $IREN is likely paying somewhere around $40-$60m per year for this sponsorship, which is fairly modest against the >$4b in revenue and multi-billion operating cash flow they'll generate next year.

In any case, I think the bigger reason people are frustrated is that the stock isn't doing so hot right now, and $IREN hasn't signed a multi-hundred-megawatt deal since last November. The optics couldn't be worse against that backdrop, since it gives investors the impression that management is focused on all the wrong things.

But I don't think this kind of thing diverts any real attention away from top management. You can execute on multiple fronts simultaneously.

I also think investors should judge news like this on its own merit rather than letting price action sway their judgment. If $IREN had recently signed a big deal and was trading north of $100, I bet people would be calling this exact sponsorship a genius marketing play targeting the Bay Area.

As for the lack of new deals, I have some thoughts that I'll get into in an upcoming post here on X. Don't get me wrong, $IREN is testing my patience, but I remain very optimistic that they'll deliver in Q3.

You'll hear from me soon. Cheers!

[Nicholas Howell @Lizard_Howell]

@pelositracker Not me kicking myself for capping some gains with covered calls. 11% of my investment gets to run free.