The Tech Investor
@TheTechInvest
Followers
49K
Following
15K
Media
718
Statuses
5K
Investor With High Risk Tolerance | Stock Market Nerd & Poet | Fulbright Alum | MA @dartmouth | NFA
Hanover, NH
Joined May 2024
I believe these 20 stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $359 -22%đź”´ 2- $NVDA $92 -39%đź”´ 3- $AMZN $170 -29%đź”´ 4- $GOOGL $144 -30%đź”´ 5- $META $500 -32%đź”´ 6- $AVGO $144 -42%đź”´ 7- $TSLA $235 -51%đź”´ 8- $TSM $144 -35%đź”´ 9- $PLTR $72
98
300
2K
Is $IREN a victim of $BTC volatility and the sector sell off? The most impressive quarter + the most impressive guidance + the most impressive notes offerings in 2 months + the most impressive hyperscaler deal + the most transparent management I know in the sector
46
14
371
🚀Episode #3 of The Upside is live! Pancreatic cancer remains one of the hardest, deadliest cancers to treat. But $ACTU’s lead drug has shown meaningful improvements in survival – and could be the start of a true “pipeline in a molecule.” With major regulatory + clinical
10
35
96
The most interesting extremes in decades: "Enough, Enough. No more 2000. you know these deals, these Lazy Susan deals. SUBOPTIMAL!" @jimcramer Nothing supports we’re heading into 2000 crash as Jim suggests here. I think it’s quite the opposite.
1
2
7
"While bears continue to yell "AI Bubble" we continue to point to this tech cap-ex supercycle driving the 4th Industrial Revolution the next few years. We estimate trillions of spending the next few years and thus will keep this tech bull market thriving despite market fears."
3
9
56
🚨 In 24 hours 1. $AMZN in talks for $10B $OpenAI investment. 2. $HUT announces a 15 year deal with anthropic & fluidstack to accelerate the deployment of infrastructure backed by $GOOGL 3.Bill expected to be passed soon to help advance AI data center buildout. Yet, Jim
🚨BREAKING 🚨 BILL TO HELP ADVANCE AI DATA CENTER BUILDOUT CLEARS PROCEDURAL HURDLE IN HOUSE 🔥🔥🔥🔥🔥 Source: CNBC
21
15
123
We just rebuilt one of the hardest parts of Speak: matching what learners say to the words on screen. Matching v2 combines ASR with a new phonetic model that understands the actual sounds users produce. Result: about 40% fewer false negatives and a much smoother learning
0
0
4
🚨BREAKING 🚨 BILL TO HELP ADVANCE AI DATA CENTER BUILDOUT CLEARS PROCEDURAL HURDLE IN HOUSE 🔥🔥🔥🔥🔥 Source: CNBC
25
83
826
🚨 $IREN highest Wall Street PT is $136. That’s a 289% upside. $IREN bulls on Nov 5th: it’s a $1000 stock $IREN bears today: it’s a $10 stock These bears repeated this nonsense in the worst week of April before the reversal. All you need to know is that the street has been
32
38
634
Using short term volatility to defend your bearish position is immature behavior. Serious investors don’t build their long term investments on charts or headlines. $IREN & $NBIS are the most attractive stocks in the market because they are strategic partners of the giants of
25
19
253
$IREN, the $10B company, joined that $1T investment club with almost $10B deal with $MSFT. What an irony!
The AI Investment cycle visualized Almost $1 Trillion has been invested into AI so far and that may just be the start https://t.co/mxp2BOm1hO
15
22
205
As President Lyndon B. Johnson said at our University's dedication in 1964: "Time is the most valuable thing you have-be sure you spend it well!" Spend it building. Spend it learning. Spend it helping others find their opportunity. And most importantly, spend it making a
0
16
60
China is still struggling to get $NVDA H200 chips. We are not talking about B200 or B300 or Rubin. Yet, $IREN bears still think the company needs to build its DCs from scratch. 5 years is all $IREN needs to own every single equipment in its DCs and reuse them for colocation or
15
13
164
🚨 A few days before the announcement of $MSFT deal, $NBIS CTO wrote these words on LinkedIn: "Frankly, almost no "neocloud" in the market is actually a cloud. As in "not a bunch of baremetal with a ton of third-party software slapped on top with different levels of attention to
$IREN CEO Dan Roberts "It's very hard to see how you get scale by focusing on software, which is, I think everyone generally accepts is going to be commoditized anyway in coming years as compared to just selling through the bare metal and letting these guys do their thing on
9
12
109
$IREN CEO Dan Roberts "It's very hard to see how you get scale by focusing on software, which is, I think everyone generally accepts is going to be commoditized anyway in coming years as compared to just selling through the bare metal and letting these guys do their thing on
19
11
296
Want to define a product from scratch, or build it end-to-end? Meet Globant AI Pods: on-demand, AI-powered engineering led by experts. Choose, hit play, deliver. ⚡
0
6
11
Who’s the customer who needs $IREN 2GW of Sweetwater 1 & 2 COMBINED? Name another company that can offer 2GW in one place? "There are a number of customers out there who are looking particularly for scale in terms of their deployments. And obviously, being able to offer 2
23
21
228
🚨 $IREN is not a temporary company or a short term investment as some bears claim. Scarcity is more likely to be the case in 2030 and beyond plus $IREN has the potential to be one of the best AI factories builders in the AI revolution. If you think that scarcity is temporary
27
48
525
🚨 $AMD CEO Dr. Lisa Su "The way AI has been improving over the last couple of years has been faster than any other technology that I have seen."
12
20
305
These great companies look terrible because they are on sale: $IREN $80 > $43 $NBIS $141 > $92 $HIMS $72 > $37 $OSCR $23 > $15 The more they drop, the uglier they look. Because so many people buy the movement of the stock, not the business itself.
45
104
822
We are excited to introduce MILA, our new AI-powered loan assistant who’s officially joining Helvetica Group to help us move faster, work smarter, and keep deals flowing around the clock. Think of MILA as the teammate we’ve always wanted: Always on — 24/7/365. No out-of-office
5
1
9
🚨 $IREN DOESN’T NEED TO WAIT FOR 10+ YEARS TO GET ITS CAPITAL BACK FOR ONE REASON: IT IS VERTICALLY INTEGRATED. No collocation costs means that $IREN data centers will be free from year 6 onwards "for colo or cloud + any residual value in the GB300s." as Dan confirmed here.
@RealJimChanos @Jackie_s_pace - 3 year pay back on GPUs - the last 2 years of MSFT contract then pay off the data centers too - year 6 onwards = free data centers (for colo or cloud) + any residual value in the GB300s Or, you can sign a colo deal and wait 10++ years to get your capital back on the data
12
35
415
🚨 “The other thing I would reiterate is we have never ever missed a construction or commissioning date in our life as a listed company.” $IREN CEO Dan Roberts The question is who’s the next Mag 7 after $MSFT?
Horizon is a new class of infrastructure, purpose built for high performance AI workloads We’re integrating 750 miles of high bandwidth fiber to create two 100MW GPU superclusters as well as flexible rack densities so we can deploy not just today’s chip technologies, but the
7
14
237
🚨BREAKING: PRESIDENT TRUMP SAYS INTEREST RATES SHOULD BE 1% OR LOWER NEXT YEAR
15
11
140
🚨 $ORCL TELLS REUTERS NO DELAYS TO SITES REQUIRED FOR COMMITMENTS WITH $OPENAI " $ORCL told Reuters there are no delays to sites required for contractual commitments with $OpenAl and that all milestones remain on track. $ORCL additionally said site selection and delivery
5
7
95
