Vincent Janssen

Investor. Creator. Father. Building the future: BTC, AI, human dev, fin sovereignty, new ways of working. Speaker: AI, education, designing life for what’s next

[Vincent Janssen @VisionVince]

@CaesarCapitalz AEHR over AAOI: AEHR tests the chips going into AI data centers. Always needed, however the tech shifts. AAOI makes a connector part the industry is moving away from. AEHR can’t be cut out; AAOI is on the wrong side of where things are heading IMO

[Vincent Janssen @VisionVince]

@moninvestor Or buy some more before you go for a walk 😉

[Vincent Janssen @VisionVince]

@moninvestor Cool. Thanks for sharing. Nuclear still feels far away to me. But looking into battery as well. Keep getting back to $EOSE. Still looks promissing, but they have a messy past. Keep following you on this part of the build out 😉

[Vincent Janssen @VisionVince]

@moninvestor @aleabitoreddit Btw in all honesty feel it’s getting out of hand. There’s a collaboration, but no numbers or a concrete deal communicated today. Curious to see where this goes the next couple of days. Could go either ways with this stock. That’s the most crazy part to me.

[Vincent Janssen @VisionVince]

@moninvestor @aleabitoreddit I was in a bit before him. Crazy ride so far. Never expected this when I started my initial position at 3 sek. Should have bought more. Little did I know since that was only 3 months ago 😆

[Vincent Janssen @VisionVince]

@Sofigoodboy It’s getting crazy. And Americans still need to wake up. Curious where today will take us.

[Vincent Janssen @VisionVince]

@longinvest32 @FransBakker9812 Way people talk here is not serious. Not a better way to treat each other?

Everything for attention I guess, but this is not a good example.

[Vincent Janssen @VisionVince]

@AlexisWrem1747 Interesting viewpoint. Think next couple of months will show if your thesis is right here. Thanks for sharing your thoughts on this. Much appreciated 🙏

[Vincent Janssen @VisionVince]

@AlexisWrem1747 Hear you. But in the end you should also deliver after signing deals. I am still not sure $NBIS is capable of doing that, especially the upcoming 12 months. Which seems crucial to me. What signs make you confident they will do just that?

[Vincent Janssen @VisionVince]

@wliang Valid point regarding Nvidia investing in both. I also agree that both are winners and will become even bigger winners in the near future. To me it’s not about one of them winning more. To me I can perfectly be a Visa/Mastercard story. Both win and share the prize.

[Vincent Janssen @VisionVince]

@crux_capital_ Honestly, the tech is promising + validated. Pipeline shows real demand. The only thing that matters now is execution. Turning design-wins into actual orders➡️producing and delivering at volume. That’s the investment case. If they execute that chain, pipeline size barely matters.

[Vincent Janssen @VisionVince]

@InvestingDaws @moninvestor Understand your reasoning. I want to be more concentrated and also not only invested in data centers. But your selection sounds solid to me. Very interesting to see where this will go. 🆙

[Vincent Janssen @VisionVince]

@OGCapital25 That’s it. This guy knows what he is doing and took this role for a reason. He understands the company’s usp, offering and market.

Still a lot to prove, but men we’re early and simultaneously see the bright future for $SIVE

[Vincent Janssen @VisionVince]

@ilzmcfly People read his weighting as ‘$NBIS is better.’ But $IREN has more room to run, and already solved the buildout NBIS is still struggling with: power secured, GPUs locked in etc. If IREN rerates toward NBIS, that position grows on price alone. The asymmetry sits with IREN imo

[Vincent Janssen @VisionVince]

@hicasamadim 72

[Vincent Janssen @VisionVince]

@RichardWedekin1 Think it’s interesting. People know feel $NBIS is the right pick based on his sizing. But let’s say he sees $IREN’s price is strongly undervalued and it could catch up at some point with $NBIS. Then his sizing would be important as well. Just a theory. But food for thought.

[Vincent Janssen @VisionVince]

@RichardWedekin1 Think it’s interesting. People know feel $NBIS is the right pick based on his sizing. But let’s say he sees $IREN’s price is strongly undervalued and it could catch up at some point with $NBIS. Then his sizing would be important as well. Just a theory. But food for thought.

[Vincent Janssen @VisionVince]

@HyperAICapital I am fine with that if this keeps the price down a bit longer so I can accumulate more. Eventually the chokepoint will show who is the smartest pick the next 12 months at least.