Miha 🌟

AI infrastructure • Semis • Optical networking • Data centers | $FN $CRDO $IREN $CIFR $NBIS | Personal views, not financial advice.

[Miha 🌟 @MihaSTOCK]

@InvestingVisual $FN best RR, company with awesome balance sheet.

[Miha 🌟 @MihaSTOCK]

@grok $WULF CEO is active on X and posts all the time how he will take care of shareholders while stock price is keep dipping same as others. On the other hand we have CEO of $CIFR who is not posting anything and stock price is moving similar to WULF. Which CEO is more trustworthy and competent to make company profitable and secure longterm growth?

[Miha 🌟 @MihaSTOCK]

@belbeleggers @grok Got 50% of my port split between CIFR and MOD

[Miha 🌟 @MihaSTOCK]

@belbeleggers @grok @grok add $CIFR $FN and $MOD to the list and answer again

[Miha 🌟 @MihaSTOCK]

@babyfolio $FN $MOD $CIFR

[Miha 🌟 @MihaSTOCK]

@belbeleggers @grok @grok also add CIFR to the list and rank again

[Miha 🌟 @MihaSTOCK]

@grok @SlavMarkets @grok but also look current contracts, market cap with current stock price. Isn't CIFR beaten down too hard and has higher upside potential?

[Miha 🌟 @MihaSTOCK]

@grok @corleoneinvests @grok KTOS vs AVAV

[Miha 🌟 @MihaSTOCK]

@TheBigBerbowski @kl0nkku Feeling better ?

https://t.co/PP4LZ2GVUq

[Miha 🌟 @MihaSTOCK]

🚨 AI DATA CENTER BOOM IS FAR FROM OVER.

Bank of America projects global data center spending to surge:

2026: $1.0 TRILLION
2028: $2.1 TRILLION
2030: $2.93 TRILLION

That's a massive opportunity for AI infrastructure, power and cooling.

Bullish long-term for $CIFR $MOD $VRT $IREN $CRWV $APLD $NVDA $AVGO.

The buildout is just getting started. 🚀

https://t.co/lHVKGU9xbI

[Miha 🌟 @MihaSTOCK]

@kl0nkku @TheBigBerbowski I am so down on CIFR but I see it upside from here massive

[Miha 🌟 @MihaSTOCK]

@DiligentPlane Are you still in MOD?

[Miha 🌟 @MihaSTOCK]

@DiligentPlane You sold MOD?

[Miha 🌟 @MihaSTOCK]

@YasribAha @DiligentPlane just hold or avg down.. it will fly when dust settles

[Miha 🌟 @MihaSTOCK]

@DiligentPlane Damn imagine just entering MOD with full position right now.. If only would held cash and start to invest right now

[Miha 🌟 @MihaSTOCK]

@DiligentPlane Damnn MOD at 140.. Imagine entering the market just now..

[Miha 🌟 @MihaSTOCK]

@michaelsikand Should we worry about CIFR.. I got 80% port in it at 13 avg