Fulbright Fellow & Cambridge PhD Reject Turned Full-Time Investor | All-In On AI Infrastructure | Stocks That Could Double In 12 Months | MA @Dartmouth | NFA
Hanover, NH
Joined May 2024
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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%🟢
I believe these 20 stocks will outperform the market by a wide margin over the next 5+ years.
1- $MSFT $359 -22%🔴
2- $NVDA $92 -39%🔴
3- $AMZN $170 -29%🔴
4- $GOOGL $144 -30%🔴
5- $META $500 -32%🔴
6- $AVGO $144 -42%🔴
7- $TSLA $235 -51%🔴
8- $TSM $144 -35%🔴
9- $PLTR $72 -42%🔴
10- $NOW $707 -40%🔴
11- $AMD $84 -54%🔴
12- $CRWD $318 -30%🔴
13- $ANET $63 -52%🔴
14- $APP $215 -58%🔴
15- $AXON $496 -30%🔴
16- $DDOG $87 -49%🔴
17- $TTD $45 -67%🔴
18- $MPWR $477 -50%🔴
19- $DUOL $290 -34%🔴
20- $HIMS $25 -65%🔴
🚨BREAKING: $NBIS BEAT THE STREET’S ESTIMATES FOR REVENUE BY 8%; EPS BY 149%
INSANE QUARTER!
🚨BREAKING🚨
$NVDA IS PREPARING TO OUST CEO JENSEN HUANG
Jensen is the Macbeth of the 21st century. What a tragedy!!
$CRWV CEO Michael Intrator:
$IREN is an asset to local communities.
$IREN CEO:
"We hire locally, we work with local suppliers, and we prioritize bringing water to site for our closed-loop cooling systems to reduce reliance on local supplies. We want our projects to bring lasting jobs and investment to these communities while respecting the needs of the people who live there." | Q1'27
🚨JUST IN: $WYFI ENTERS $300M TERM LOAN AGREEMENT
"Subject to conditions including readiness and customer acceptance of the first 40MW at the NC-1 data center."
🚨BREAKING: ANTHROPIC PREPARES TO PUSH AHEAD WITH IPO
$IREN is expected to announce details of its deal + extending the deal this month.
I think $IREN is targeting 100% prepayment for 2027 deals and beyond.
I have never seen Dan as confident as he is in this interview:
"The key question for us is how much of the funding of this buildout can we get these customers to pay for?"
Per $IREN Q1'27, Anthropic prepaid 90% of the GPU CapEx.
One of $IREN strongest moats is time to compute thanks to its vertically integrated model.
The industry benchmark: 18 months
$IREN: 14 months
Just remember that $MSFT asked for a few changes to do with the networking elements of Horizon, and $IREN said okay: in 1 to 2 months, everything will be adjusted as needed.
Why 1 to 2 months only? Because $IREN doesn’t need third parties to make the requested changes.
One of $IREN strongest moats is time to compute thanks to its vertically integrated model.
The industry benchmark: 18 months
$IREN: 14 months
Just remember that $MSFT asked for a few changes to do with the networking elements of Horizon, and $IREN said okay: in 1 to 2 months, everything will be adjusted as needed.
Why 1 to 2 months only? Because $IREN doesn’t need third parties to make the requested changes.
🚨 $LITE CEO: "You had a comment from the CEO of $IREN [that] there’s a massive disconnect in what we're seeing in our demand books."
Even $IREN CEO underestimated $IREN
8 months ago, he explicitly said:
"In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation."
Yet, $IREN just signed:
1. 5Y deal at $22M per MW.
2. 3Y deal with Anthropic at $40M per MW including funding 90% of the GPU CapEx.
$100M to $150M per MW by 2028 is highly likely.
Even $IREN CEO underestimated $IREN
8 months ago, he explicitly said:
"In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation."
Yet, $IREN just signed:
1. 5Y deal at $22M per MW.
2. 3Y deal with Anthropic at $40M per MW including funding 90% of the GPU CapEx.
$100M to $150M per MW by 2028 is highly likely.
I apologize for underestimating $IREN
1. My highest estimate for IREN pipeline was 7GW but it turned out that it’s 35GW (Secured grid connected)
2. My highest estimate for 2026 deals was 2. (Not 3 including Anthropic + extending the deal)
I apologize for underestimating $IREN
1. My highest estimate for IREN pipeline was 7GW but it turned out that it’s 35GW (Secured grid connected)
2. My highest estimate for 2026 deals was 2. (Not 3 including Anthropic + extending the deal)
$IREN is the most transparent company in the AI cloud sector.
BREAKING: $IREN NEW LIQUID COOLED DATA CENTER WILL BE IN ARIZONA
$IREN is the talk of the town.
Tremendous sentiment change post Q1'27.
The Street’s highest PT in late 2025 was $130. Like always, the Street follows the price action, not the fundamentals.
When $100 hit, the Street can double or triple the price target.
The overall idea, IREN new sentiment is extremely bullish, even for $NBIS most loyal investors. Ironically, not a single bearish post that I’m aware of from NBIS investors.
You have enough time to make your decision before oil prices drop below $80.
🚨 JUST IN: $IREN UPGRADED TO BUY FROM HOLD AT JONES
