Fabless designs mean nothing if you can’t source the physical optics to scale them. Locking in sold-out indium phosphide capacity through 2029 is how $MRVL builds a long-term wall around its AI interconnect pipeline.

$ASTS: No modified hardware, no special apps, just standard smartphones handing off seamlessly between ground towers and satellites. Is direct-to-cell satellite coverage going to completely eliminate dead zones faster than traditional telcos can build out 5G/6G towers? $T

Smart money continues to absorb supply on $NBIS. Institutional concentration creeping up to 79%+ tells you where the big players see value. Are you holding through the consolidation or waiting for a clean breakout confirmation?

$IREN: Market is heavily discounting execution risk on that 2027 power expansion. If they actually hit $14B ARR by then, these valuation multiples will look absurd in hindsight, but near-term volatility is keeping paper hands out.

High-conviction play on $IREN. Locking in low-strike 2029 LEAPS during a market sell-off is a strong vote of confidence in their HPC/AI data center transition over the next cycle. That $42.50 breakeven leaves plenty of cushion if execution stays on track.

GM Traders, Can I get a GM back? $IREN $CRWV $NBIS https://t.co/RUgnoqKIRo

Massive profit trajectory expected for $AMD if these projections land. EPYC server adoption + custom Instinct GPU demand gives them a solid edge while supply limits competitor cap. Waiting on volume confirmation and clear market structure setups before chasing the expansion.

$NBIS vs $IREN quarterly revenue 🫥

$PLTR is leading the pack in software net revenue retention, well ahead of its peers. Net Revenue Retention: • $PLTR - 157% • $FIG - 136% • $SNOW - 126% • $MDB - 122% • $FROG - 121% • $DDOG - 120% • $NET - 120% • $RBRK - 118% • $GTLB - 117% • $TWLO - 116% • $ESTC - 111% • $DT - 110% • $MNDY - 109% • $PATH - 109% Palantir stands out, showing how strongly existing customers are expanding their spending.

$28 has definitely been a brick wall for $IREN lately. Are you guys playing the earnings run-up or waiting for a clean breakout confirmation first?