$IREN Ltd(IREN)$ Why the 20% Drop in $IREN Doesn’t Add Up 🔴 • Surging AI demand shows no signs of slowing down • Data center construction remains firmly on track • Massive 3GW pipeline set to come online over the coming years • Secured access to low-cost power while competitors struggle to keep up • Landmark $9.7B hyperscaler deal with Microsoft already secured • Additional major hyperscaler partnership expected imminently • Exceptional contract terms, including a ~$2B prepayment from Microsoft driven by intense demand • Favorable vendor financing from Dell for GPUs and critical equipment • Recent multi-billion-dollar capital raise to fortify the balance sheet This pullback looks like an overreaction—fundamentals are stronger than ever.
$Meta Platforms, Inc.(META)$ META’s Hidden Catalyst: Unlocking Massive Cash Flow If Meta pulls the plug on its money-burning metaverse division, it would instantly free up roughly $3 billion in quarterly cash flow. The smart play is simple: redirect that capital straight into massive new data center builds powered by open-source Llama models. That’s the real driver behind the stock’s bullish surge right now. With ValueTrigger approaching $999, META remains deeply undervalued — this is pure alpha waiting to be unlocked. Sharing the data for the community. 🚀 @Tiger_comments@TigerStars
$SPDR S&P 500 ETF Trust(SPY)$$Invesco QQQ(QQQ)$ Market Pullback: Fading Reopening Hopes and Tech Drag: Stocks are declining today, with much of the prior enthusiasm for the U.S. government’s reopening already reflected in prices. Pressure from underperforming chipmakers and a downturn in the Magnificent 7 tech giants is weighing on broader indexes. Rising Treasury note yields are further eroding stock support, fueled by hawkish Federal Reserve remarks that have lowered the odds of a rate cut at next month’s FOMC meeting to 53% from 70% a week ago. @Daily_Discussion@TigerWire
$NEBIUS(NBIS)$ NBIS: A Bullish Powerhouse in AI Infrastructure 🚀 Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside! Leadership is now projecting a whopping $9B in ARR for 2026 😎 Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light… The $NBIS upside is absolutely massive! Here’s why: • Epic $3B deal with $META • Ambitious $7-9B ARR goal for 2026 • 2.5GW of contracted power locked in for 2026 • 1GW of live, connected power by
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In the volatile tech landscape of late 2025, Nvidia stands poised to ignite the market with its unassailable dominance in AI infrastructure. As the undisputed leader in GPUs and CUDA software commanding over 90% market share—the company’s explosive growth in data center demand is fueling a broader rally, with shares up nearly 150% year-to-date amid surging AI investments from hyperscalers like Microsoft and Amazon. Analysts forecast Nvidia’s revenue to eclipse $150 billion in fiscal 2026, outpacing peers and propelling the Nasdaq higher, making it the catalyst for the next bull surge. Betting on Nvidia isn’t just smart it’s the edge your competition lacks.