The Tech Investor @TheTechInvest
Fulbright Fellow & Cambridge PhD Reject Turned Full-Time Investor | All-In On AI Infrastructure | Stocks That Can Double In 12 Months | MA @Dartmouth | NFA Hanover, NH Joined May 2024-
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$IREN could 4x by next year for these reasons: 1. Sweetwater 1 (1.4GW) was energized on time. 2. The company doubled its power capacity (2.9GW to 5.8GW; now the largest neocloud in the world surpassing $CRWV and $NBIS) 3. Announced building Oklahoma (1.6GW) data center. 4. Announced its first data center in Australia (800MW). 5. Raised its ARR from $3.4B to $4.4B. 6. Acquired Mirantis, a strategic partner of $NVDA. 7. Announced its expansion in Europe. 8. Announced its strategic partnership with $NVDA to accelerate deployment of up to 5GW of AI Infrastructure. 9. Signed a $3.4B deal with $NVDA. 10. $NVDA to invest up to $2.1B in $IREN (still an option conditional upon deployment of 600K GPUs.) 11. Sweetwater (2GW) selected as a flagship deployment for $NVDA DSX AI factory architecture. 12. Disclosed having a global pipeline.
🚨BREAKING🚨 $OPENAI IN TALKS TO LEASE A 10GW AI DATA CENTER IN OHIO AS $NVDA DISCUSSES CREDIT SUPPORT "projected to cost at least half trillion dollars." 🤯🤯
🚨BREAKING🚨 $OPENAI IN TALKS TO LEASE A 10GW AI DATA CENTER IN OHIO AS $NVDA DISCUSSES CREDIT SUPPORT "projected to cost at least half trillion dollars." 🤯🤯
@itsCindyFeng I’m still cautious about the Chinese companies or the companies that have China exposure until we have a deal with China, which is why I have been watching $ACMR since $18 lol The 10x target is highly likely by next year.
🚨 BREAKING: CHINA TO INVEST $295B FOR AI BUILDOUT PURPOSES
@marksotoges Not before earth DCs which is still extremely costly for all entities and governments.
@adelbucetta Their edge is energy, which is so obvious bullish thesis for neoclouds given their growing pricing power.
@gainzalgo That wasn’t the case when the post was published. Yet, its support is impressive.
@TheBigDegen $100 is not the target.
@jiahanjimliu AI is a national security issue not a bubble. That’s the big picture of those who don’t miss the forest for the trees.
$IREN JUST CROSSED $60 IN THE PRE MARKET Other neoclouds: $APLD +10%🟢 $NBIS +3%🟢 $CRWV +2%🟢 $WULF +2%🟢
@DollarCostAvg Real honor, my friend. 🙏
@jiahanjimliu @madridraptor And insane support when BTC touched sub $60K! That’s unprecedented! $IREN can hit a new ATHs in a few days or weeks and BTC still down by 40%. Now imagine when both do the rebound together? That’s what I believe will happen.
@jiahanjimliu Our time is coming! Let’s remember that most of the first half surprises were not on the table.
Today was a very special: 1. $GLXY +21%🟢 2. $OSCR + 11%🟢 (never touched $27 since 2021) 3. $MU +9%🟢 (Reclaimed the trillion dollar company status) 4. $IREN +8%🟢 In my Ultimate AI Watchlist last Friday, I stated that the market pullback is not the beginning of an overall correction. On the contrary, I said that the pullback after May report is bullish. x.com/thetechinvest/…
The Most Undervalued Companies for the Second Half of 2026: 1. $NVDA 2027 PE 22.8x 2. $GOOGL 2027 PE 25.3x 3. $MSFT 2027 PE 21.5x 4. $TSM 2027 PE 19.1x 5. $AVGO 2027 PE 19.4x 6. $META 2027 PE 15.5x 7. $SAMSUNG 2027 PE 5.8x 8. $MU 2027 PE 8.4x 9. $SKHYNIX 2027 PE 5.4x 10. $SNDK
@DollarCostAvg It was chosen by Jensen for a reason.
@MarketInvestorX I don’t think that space data centers is bearish for data centers on earth. That’s unrealistic perspective given the insane costs and logistics plus it’s still very early.
🚨 $IREN $100 PT maintained at Bernstein. Source: @TipRanks
Today was a very special: 1. $GLXY +21%🟢 2. $OSCR + 11%🟢 (never touched $27 since 2021) 3. $MU +9%🟢 (Reclaimed the trillion dollar company status) 4. $IREN +8%🟢 In my Ultimate AI Watchlist last Friday, I stated that the market pullback is not the beginning of an overall
@MarketInvestorX @TipRanks I think we will have a very hot summer!
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