Nearly 50% of these companies doubled or tripled since April 2025 including 3 trillion dollar companies: 1. $MSFT 17%🟢 2. $NVDA 126%🟢 3. $AMZN 55%🟢 4. $GOOGL 134%🟢 5. $META 35%🟢 6. $AVGO 191%🟢 7. $TSLA 59%🟢 8. $TSM 179%🟢 9. $PLTR 97%🟢 10. $NOW -36%🔴 11. $AMD 314%🟢 12. $CRWD 40%🟢 13. $ANET 180%🟢 14. $APP 107%🟢 15. $AXON -20%🔴 16. $DDOG 48%🟢 17. $TTD -46%🔴 18. $MPWR 242%🟢 19. $DUOL -64%🔴 20. $HIMS 20%🟢

RAISE Summit Paris 2026 | July 7–9 Top Sponsors $IREN $NVDA Snyk Cognition Cursor Together.ai NSCALE Lovable Replit

🚨 $IREN WAS BORN TO COMPETE AGAINST $AMZN AWS AND HYPERSCALERS SINCE DAY ONE In a webinar hosted by @matthew_sigel in 2021 when $IREN was still private, it was described as: 1. "private data center operator who pivoted from competing with Amazon AWS to mining BTC." 2. "currently operating 9MW of power with another 30MW on the way." 3. " $IREN sees a pipeline of 500MW of potential projects." From $DELL DoU signed in 2020 to this interesting webinar before the the IPO, it is very obvious to any serious investor that $IREN used BTC to fund its visionary mission before there was no such a thing as OpenAI or AI as it is today.

The safest bets for H2 2026: 1. $NVDA 2. $AVGO 3. $TSM 4. $GOOGL 5. $META 6. $AMZN 7. $MU 8. $SAMSUNG 9. $SNDK 10. $DELL 11. $APP 12. $IREN 13. $CRWV 14. $ACMR 15. $GLXY

Huge bets on $IREN hitting a new ATH this month. Source: @IBKR

🚨JUST IN: $IREN Active Capacity Build by 2030 (Wells Fargo Model) 2026 480 MW 2027 730 MW 2028 800 MW 2029 1590 MW 2030 2200 MW Total 5.8GW Based on $IREN & $NVDA deal economics, which is 75% more efficient than $MSFT deal, that’s $11.3M per MW. Should we expect $11.3M per MW by 2027 and beyond? Personally, I think that’s an absurd assumption. If that’s the case, is $85B ARR (30% increase) by 2030 a realistic target?

THE NEOCLOUDS REACTION TO IRAN APPROVAL OF THE FINAL DRAFT: $IREN 9%🟢 $BTDR 9%🟢 $HUT 9%🟢 $GLXY 8%🟢 $RIOT 8%🟢

Those who are buying $SPCX tomorrow are likely those who bought or would have bought $TSLA in November 2021. $NVDA is trading at 22x EV/FCF for 2027 and expected to generate nearly half trillion dollars in PROFITS and $343B in FCF by 2029. Yet, retail are obsessed with buying a company that generates less than $20B in REVENUE and still generates zero profits and free cash flow.

$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: CHINA TO INVEST $295B FOR AI BUILDOUT PURPOSES

$IREN JUST CROSSED $60 IN THE PRE MARKET Other neoclouds: $APLD 10%🟢 $NBIS 3%🟢 $CRWV 2%🟢 $WULF 2%🟢

🚨 $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 correction. On the contrary, I said that the pullback after May report is bullish. x.com/thetechinvest/status/2…

🚨 BREAKING: UK PM STARMER BACKS SOVEREIGN COMPUTING WITH $533 MILLION AI CHIP INVESTMENT Comment: Sovereign AI Infrastructure is the next big thing! $IREN acquisition of Mirantis is how Dan and his team imagine the future of AI, which is why Australia is just the first step for a multi decade mission.

🚨BREAKING🚨 $NBIS ANNOUNCES A $2.2B INVESTMENT TO BUILD OUT CAPACITY IN THE UK WITH THREE NEW DEPLOYMENTS OF $NVDA INFRASTRUCTURE. "The three new sites will deploy the latest generations of NVIDIA’s full-stack, end-to-end AI factory platform technology and combined will reach 65MW when fully ramped up in 2027." “The work is happening here and the demand is here. And we are also here for the long run.” Arkady Volozh, $NBIS CEO