AKD

[AKD @sky_akd]

@Bryan_Investing $iren
they have deals with nvidia and microsoft

[Eric Jackson @ericjackson]

Instead of hating, ask yourself what you’re doing today which will allow you to buy one of these boats for your family in 5 years. #RisingDynasty

No one’s going to knock on your door and give you the keys to one of these boats because you sat around all day watching Netflix

[Rohan Shouker @RohanShouker]

We're just one partnership away from seeing $IREN hit $100+ per share. They've got operations in Southeast Asia, Europe, and North America. Their data centers are super efficient and dependable. The deal's probably with Anthropic or $MSFT.

[AKD @sky_akd]

$IREN This whole Australia thing w/o any major deal is a spoiler for me. I would like to see them focus focus in the US market and announce deals as they announce new buildouts.

[stock setter @MarcJacksonLA]

$AVGO
-JPMorgan raises Broadcom target to $580 from $500
Overweight

-KeyBanc raises target to $575 from $500
Overweight

-Jefferies raises target to $550 from $500
Buy

-Truist raises target to $550 from $545
Buy

-Benchmark raises target to $545 from $485
Buy

-Oppenheimer raises target to $535 from $450
Outperform

-Bank of America raises target to $530 from $450
Buy

-Mizuho raises target to $530 from $480
Outperform

-Goldman raises target to $525 from $500
Buy

-Cantor maintains $525 target
Overweight

-Deutsche Bank raises target to $515 from $430
Buy

-Morgan Stanley raises target to $502 from $485
Overweight

-Citi, Cowen, Rosenblatt maintain $500 target
Buy

-UBS lowers target to $485 from $490
Buy

-DA Davidson raises target to $400 from $375
Neutral

-RBC raises target to $400 from $360
Sector Perform

[Nivek 79 @truthwill3you]

@yianisz The message was clear. Order backlog is building at an astonishing rate. Demand firm on 2026, 2027 and 2028. Orders will likely be non cancellable. Customers have other dependencies to put in place before they need the shipments. Broadcom networking products are epic.Chips on top

[Jerry Idaho @sunriverflow]

$avgo

[AKD @sky_akd]

thanks for sharing

[Michael | Hypermarkets @itsmichaelluu]

Everyone is bullish right now. I'm not after June 15:

1. Large IPOs like $SPCX will trigger sell off.

$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — highest liquidity name dumped first during capital reallocation
$AMZN — mega cap growth sold to raise new IPO subscription capital
$DRAM — small ETF sees outflows as risk appetite shifts to IPOs
$SNDK — mid-cap storage name dropped as investors chase new listings

2. Kevin Warsh hawkish FOMC on June 17

$TSLA — high duration growth stock crushed by rising rate expectations
$IONQ — unprofitable quantum play reprices hard when discount rates rise
$RKLB — speculative space name hit hardest in risk-off rate environments
$BE — clean energy loses subsidy narrative appeal under hawkish Fed
$ASTS — pre-revenue satellite stock hammered when cost of capital rises

3. $MU $ORCL earnings is the peak of market

$MU — peak earnings historically precede 30-40% semiconductor drawdowns
$AMD — forward guidance cuts ripple across entire chip supply chain
$MRVL — data center demand narrative breaks on weak MU commentary
$NVDA — cycle top confirmed when memory peers signal inventory glut
$AAOI — optical interconnect demand collapses when AI capex narrative cracks

4. Midterm elections create market uncertainty

$NOW — enterprise SaaS multiples compress under policy and rate uncertainty
$VRT — data center infrastructure spending stalls on fiscal policy ambiguity
$LITE — optical component orders slow as capex decisions get delayed
$NBIS — small cap AI infrastructure name hit hardest by risk-off selling
$IREN — crypto mining equity crushed by regulatory uncertainty in midterms
$KEEL — low liquidity name sees outsized drawdown during election volatility
$TE — industrial connector demand weakens on macro uncertainty and delays

♻️ RESHARE this post and write 1 comment, I'll explain what the best $SPY put to take is.

[Tech Leonardo Davinci @techdavinci21]

The $avgo earning report is nothing but marvelous.

[Jimmy Investor @jimmyinvest]

Broadcom $AVGO just reported another outstanding quarter, beating consensus estimates across the board.

The company delivered $22.0B in revenue and EPS of $2.44 (vs. BBG consensus $2.39).

Most notably, AI Semiconductor revenue reached an impressive $10.8B, up +143% y/y.

Looking ahead, management guided for Q3 revenue of $29.4B, well above the $28.7B consensus estimate, while AI revenue is expected to reach $16B, representing growth of more than +200% y/y.

[AKD @sky_akd]

@Agrippa_Inv @IREN_Ltd $IREN does that mean more dilution?

[AKD @sky_akd]

Great post!

[Michael | Hypermarkets @itsmichaelluu]

HYPERMARKET WATCHLIST for June 3, 2026

1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.

2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infrastructure momentum play.

3. $AVGO — $487 | Hitting 52-week highs, Q2 earnings tomorrow night. $550 target

4. $TE — $12.04 | Up 15% on offshore wind partnership, narrowing Q1 loss. $15+

5. $GOOG — $364 | Reversal watch, $80B equity raise creating overhead pressure.

6. $META — $600 | Failed $637 intraday, bearish wick — reversal watch setup.

7. $NVDA — $225 | Computex Huang keynote fuel, continuation off AI momentum. $240

8. $AMD — $516 | Breakout strength, TD Cowen raised target to $600.

9. $TSLA — $422 | Breakout holding, continuation play near session highs.

10. $DELL — $466 | Post-earnings AI gap-up, reversal or second-leg continuation.

11. $HPE — $58.94 | Record earnings gap from $44 to $64, high-volatility name.

12. $NOW — $125 | Failed $136 breakout, adding 2027 calls on the flush.

13. $ORCL — $241 | AI cloud momentum, accumulating 2027 calls on dips.

14. $AAOI — $158–185 | High-beta optical play, 800G AI demand ramp incoming.

15. $NOK — $16.25 | Up 9.5%, AI and Cloud revenue grew 49% YoY last quarter.

16. $NBIS — $271 | Leopold Aschenbrenner fund disclosed major stake, AI cloud infrastructure play. Adding calls for $300+

♻️ RESHARE this post and write 1 comment, I forgot to add $NOW $ORCL so I'll DM you my plan for it.

[Kaz Nejatian @nejatian]

If you are an Opendoor shareholder, I have an ask.

Proxy advisors at ISS and Glass Lewis have recommended shareholders to vote against me at our Annual Meeting. I don’t take this personally. This is the fifth time in my career these same people have told people to vote against my team.

These proxy advisors have built no companies and are not meaningful shareholders of OPEN. They're a checkbox industry charging fees to tell other people what to do with shares that aren't theirs.

Usually most companies can’t do anything about this since many institutional shareholders will just vote the way ISS tells them to.

But Opendoor has the Open Army! It is important that we stand up against this separation of management from shareholders.

If you are so inclined, help tilt the world in favor of shareholders and away from bureaucrats.

Find out how (ask your broker, check your emails) and vote your shares. Our board is excellent. We are back on mission and we are winning.

Don't outsource your vote. Read the proxy. Vote your shares.

[AKD @sky_akd]

@itsmichaelluu hey thanks great post!

[Eric Jackson @ericjackson]

Going to visit OPEN's Toronto offices Thursday.

Eyes and ears on the ground for the OPEN Aarmy!

[IREN @IREN_Ltd]

IREN has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with Microsoft. This represents the highest publicly rated investment‑grade GPU financing and the first in the U.S. private placement market.

@danroberts0101, Co-Founder and Co-CEO of IREN, said:

“Securing investment-grade financing on these terms reflects both the quality of our customer contracts and the fact that we own the data center infrastructure these GPUs run in. That combination broadens our access to institutional capital and lowers our cost of capital as we scale.”

Learn more: https://t.co/TYepQTBXSQ

[IREN @IREN_Ltd]

IREN is working with @nvidia to build NVIDIA DSX-aligned AI infrastructure across its global data center portfolio.

• Advancing the Sweetwater campus as part of IREN’s AI infrastructure buildout
• Adopting NVIDIA DSX OS technologies, including NVIDIA Infrastructure Controller and NVIDIA Fleet Intelligence
• Establishing a reference deployment of k0rdent AI with NVIDIA DSX OS and @MirantisIT
• Joining the NVIDIA DSX Sim ecosystem, including simulation with NVIDIA DSX Air

Learn more about NVIDIA DSX: https://t.co/punKoyEuZT

[Dave W @dmweisberger]

Risk assets will continue to outperform, particularly those involved in AI infrastructure and rebuilding American supply chains.

There will likely be rotation among them as valuations are already stretched in many cases, but the rising tide will help even those…

Expect the wave of IPOs to drain assets from existing high flyers initially, but don’t bet too strong against the trend as liquidity WILL flow

[Daniel Roberts @danroberts0101]

Speed dating at a totally different level.

50+ investor meetings in a single day. Off to NYC tonight for another big day tomorrow.

[The Tech Investor @TheTechInvest]

🚨[NEW INTERVIEW] $IREN CEO Dan Roberts:

If you want to start today and build an AI GIGAWATT FACTORY, you’re looking 20 and 30 years before you get the first compute online.

That’s why $IREN has the strongest moat in the sector.