MA Economics | Treasury | Thematic investing: AI infrastructure, Defense, Space | Core: $IREN $NBIS $VRT | Building: $MU $RKLB $PLTR $KRKNF | $BTC $MSTR

Joined August 2025
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16 Dec 2025
🚨 This is where we are at in the AI Cycle. $IREN $NBIS
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Interesting find and post from @LandoInvests What stands out to me here is the positioning of $IREN The headline act. The main event.
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The reason many seasoned investors fall off is due to 2 reasons: - Stubbornness to adapt. This isn’t same market as it was 20 years ago. Strategies need to adapt, mentality needs to shift and adjust with the times. - Arrogance. You may have been right many times before but that doesn’t mean you’ll be right this time. See it often where legacy investors still deploy legacy strategies that may have worked back then. $ADBE and $PYPL will result in you underperforming the AI SuperCycle that is about to unfold… Idc if you scream VALUE play. Discount does not mean optimum upside potential.
BREAKING: Michael Burry just doubled down on two deeply beaten down stocks $ADBE and $PYPL
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Space stocks will present amazing opportunities in the next 6 months, the inverse relation with $SPCX IPO share price should play out. The thesis for $RKLB is clear. $ASTS I understand the thesis but I want to delve deeper… Who has the best deep dive on $ASTS please?
Jun 11
Space X ( $SPCX ) IPOs on Friday. I won’t be buying in the initial stages. Here’s a visual of what to expect. I’ve labelled the stages:
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$VST : 96.09% institutional ownership. Held by several high profile politicians.. Nancy Pelosi and Trump seem to like it🤷 Just going to put this out there 👀
Jun 13
The thesis hasn’t changed. These 7 stocks remain integral to AI infrastructure: $IREN $NBIS $VRT $MU $AVGO $ASML $VST The market hasn’t caught on to $VST yet but it will. Currently trading in the 140s. The next layer is application. This is where $PLTR and $TSLA will shine. The model layer: Anthropic and OpenAI. Space will play a significant role within the buildout - separate post coming on where $RKLB $ASTS and $SPCX fit in.
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Jun 13
The thesis hasn’t changed. These 7 stocks remain integral to AI infrastructure: $IREN $NBIS $VRT $MU $AVGO $ASML $VST The market hasn’t caught on to $VST yet but it will. Currently trading in the 140s. The next layer is application. This is where $PLTR and $TSLA will shine. The model layer: Anthropic and OpenAI. Space will play a significant role within the buildout - separate post coming on where $RKLB $ASTS and $SPCX fit in.
Feb 18
The picks and shovels of AI infrastructure. 7 stocks for your watchlist: Power & Infrastructure: • $IREN - Grid-secured clean energy capacity • $VST - Power generation & battery storage • $VRT - GPU cooling systems Compute Stack: • $MU - Memory & storage (HBM, SSDs) • $NBIS - Cloud platforms powering AI model training Semiconductor: • $AVGO - GPU interconnect & networking chips • $ASML - Lithography systems (chip manufacturing) Phase 3 of the AI trade isn’t chips. It’s the infrastructure that powers them. ⚡
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Jun 12
Damn it! 🤯 They could’ve said the ticker was $SPCX not $SPCE‼️
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Jun 12
Impact of $SPCX on $RKLB and $ASTS so far… 👀
Jun 12
Space Stocks are down pre $SPCX IPO Yes SpaceX will pump for a brief period, as is common in the initial print of an IPO. Then it will substantially pull back as tied up capital exits. Opportunities will present for $RKLB and $ASTS as capital rotates out of $SPCX into these at some stage.
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Jun 12
🚨 $SPCX is now LIVE Away she goes 🚀 🚀
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Jun 12
Was it $IREN or $NBIS that got included in the Nasdaq 100 ?? Someone remind me? 👀
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Jun 12
Space Stocks are down pre $SPCX IPO Yes SpaceX will pump for a brief period, as is common in the initial print of an IPO. Then it will substantially pull back as tied up capital exits. Opportunities will present for $RKLB and $ASTS as capital rotates out of $SPCX into these at some stage.
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Jun 12
$IREN : Didn’t take long for us to be poking our head around $60 again.. Strong bounce off the 50 SMA 3rd Higher Low confirmed. Time to see the next Higher High ‼️
Jun 11
$IREN : Strong bounce off the 50 SMA 50 SMA sits at $51.50 Too early to gauge Volume significance
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Jun 12
“Mum how did we get so rich?” “Your dad got allocated 1 share of SpaceX in 2026” - $SPCX 2026
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Jun 12
Weird. Mines full of Nigel Farage about to scrap 🤣
Why is my feed full of Elon Musk and SpaceX IPO? 🤔
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Jun 12
Controversial take but… War is not a good look whilst a World Cup hosted in the US is taking place. Also wouldn’t be great for my good friends $SPCX IPO 😅 Consider this on pause for a month. Time for stocks to run ⬆️
JUST IN: 🇮🇷🇺🇸 Iranian state media confirms deal with the US and says it includes lifting sanctions, withdrawing US military from around Iran, and ending the naval blockade.
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Jun 12
Good post here from Ryan. The source is Wells Fargo this adds credibility and validity to the stated pipeline. The post is not directly from $IREN 5.8GW set to be secured by 2030. Yet some of you remain bearish on $IREN ??
The buildout is just beginning $IREN
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Oli retweeted
Jun 11
Finally monetized on X I owe it all to you guys 👏 Every two weeks I will be giving away 100% of the money X pays me to my followers. Whether it be $1,000 or $20. You guys deserve it. All you need to do is Follow me and RT the post First giveaway on the 19th 🙌
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Jun 12
🚨 $NBIS $CRWV and $RKLB will be joining the Nasdaq. Nasdaq up-listing will result in forced institutional buying . This will drive stock prices significantly higher. Bullish for Neocloud space - $IREN should benefit secondary from a sector raise. Also another bullish catalyst for space stocks.
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Jun 11
🚨 Change of Plans. World Cup ceremony tonight and he forgot the overlap 🤣🤣
*TRUMP CANCELS PLANNED STRIKES AGAINST IRAN TONIGHT
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