Mali

[Mali @maliciim]

AI is driving a real-world infrastructure and power shortage that is far larger than many investors appreciate. Today’s winners are being chosen mostly by narrative and deal announcements, but tomorrow’s winners will be chosen by execution. $IREN

[Daniel Roberts @danroberts0101]

Horizon 1-4 for Microsoft coming together.

First 200MW - more underway. $IREN

[Jim Liu @jiahanjimliu]

$IREN: Performance Target for CEO RSU Compensation - Calling All Retail

I support @neel_epochal's call that we need to attach a performance target for each of @danroberts0101's and Will's 9.1m share compensation package.

I believe in $IREN hitting $150, shouldn't Dan and Will? If Dan and Will do what they claim, then $150 is a nothing burger. Even by 2027 when their first tranche vests. Can Dan and Will please consider adding a $150 stock price target as a performance metric for their RSU compensation package? This will instill confidence in retail that has supported them for years.

I am a small retailer with 37.2k shares. I can confirm @neel_epochal has 703k shares. There are significant retail whales with one person at 3m+ common shares. Can we get @leopoldasch whose fund owns 11m shares to support this?

Poll in quoted post since X didn't let me attach poll to long post.

[Mali @maliciim]

@mikealfred A performance-based package would’ve been much easier to defend. If shareholders cannot clearly see how this benefits them, the board should explain it better rather than asking everyone to just trust them.

[Vu Tran @vu0tran]

The most important human skill in the AI era is agency. Agency can be learned, and if you have a lot of it, you'll be fine no matter what. Human intelligence matters now, but it'll matter less as agency matters more.

When AI becomes super intelligent, the whole human intelligence distribution will look like a single line when compared to it, e.g, the differences between human won't matter much.

That's why when I hear young professionals saying, "what's the point in doing xyz when AI is just going to do everything?" Like dude, you've missed the point, you have to train your agency.

[Markos @MarkosAAIG]

SK Hynix just dropped us casually back into reality again.

A year and a half ago, getting enough power and power solutions was the big thing. Then it was photonics. Then memory. Whatever was trending. Now everybody's already on physical AI as the next trend. And here comes SK Hynix, pointing us right back in the direction we came from: power is still the real bottleneck. I recommend reading this article.

So let me give you an investing tip.

I'm a forward-looking trend investor. I try to see where the world's going in five years, and I focus on bottlenecks. Nvidia in 2018. The power-semi basket in 2024 Micron, Navitas, Aehr. Nebius just after relistin, Meta at $130. Broadcom at $750. And so on.

But here's a small thing I'm now building into my own framework, next to those forward-looking trends.

2026 has become the year everybody is hunting for the bottleneck and the next trend. And the method is starting to defeat the purpose. People move on so fast now that a lot of quality plays get forgotten — left behind — because everyone is already chasing the next bottleneck before the current one has even played out. Power was the big thing a year and a half ago. SK Hynix just reminded us it never stopped being so critical.

My own lexample: WhiteFiber, two months back. When the neocloud names Nebius, IREN ran from single and low double digits into the valuations they hold now, WhiteFiber peaked around $40 at that same moment. Then everybody moved on, and $WYFI got thrown in the trash. Except the company kept executing, loaded with catalysts and that drove an almost 200% rise over the past two and a half months.

Long story short: as everybody keeps rotating from one potential bottleneck into the next, the real companies that fall out of focus the ones actually executing in the middle of a trend that's just become less popular are where significant upside hides.

Keep that in mind.

$NVTS $IREN $WYFI $NVDA $HXSCL $NBIS

[Mali @maliciim]

@KobeissiLetter capitalism doing its thing

[Mali @maliciim]

@BitcoinAIGuy wen

[Chris Camillo @ChrisCamillo]

For anyone confused, the lead driver of this correction is simple:

Big Tech sees so much opportunity ahead that it’s willing to take on unprecedented leverage to capture it.

You either believe their conviction or you don’t.

[Mali @maliciim]

@rdd147 Or maybe act quick, as $MRVL was ~$220 at the time of the statement.

[Mali @maliciim]

@BitcoinAIGuy wen

[Mali @maliciim]

@BitcoinAIGuy wen deal

[Mali @maliciim]

@jiahanjimliu Thanks for the summary 🙏

[Mali @maliciim]

@CarpeNoctom means retail is exhausted, and triple digit $IREN is coming soon

[Mali @maliciim]

@mikealfred Do you have that much cash though?
https://t.co/3BD9ZI2OSV

[Mike Alfred @mikealfred]

Rate my portfolio:

- $200,000,000 stocks
- 4 Pokémon cards
- $10,000 emergency fund
- $1,200 checking account

Would you change anything?

[Mali @maliciim]

@PalmerLuckey wen IPO

[Mali @maliciim]

@zephyr_z9 AI boom will last much much longer for sure.

[Mali @maliciim]

@FransBakker9812 @AlexfromBabylon mic drop!

[Mali @maliciim]

@IREN_Ltd @nvidia 🫶🏼🫶🏼🫶🏼

[IREN @IREN_Ltd]

IREN and @nvidia have announced a strategic partnership to accelerate deployment of up to 5GW of next-generation AI infrastructure. The companies have also signed a $3.4bn contract under which $IREN will provide AI infrastructure cloud services for NVIDIA internal AI and research workloads.

https://t.co/MLV0KZuPOA
https://t.co/ql0JNikfJ1

[Mali @maliciim]

@mikealfred 🫪