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$OKLO is up 1,605.79% in 1 year. A company with no revenue went from $6.22 to $106.10 in just 12 months. 😐

I'm working on my top 10 stocks list for 2026. 1. $IREN 2. $ONDS 3. $HIMS 4. $CIFR 5. $FUBO 6. $SNAP 7. $ZETA 8. ??? 9. ??? 10. ??? This is the list so far. What stocks would you add? 🧐

You can buy one for $20,000. 🤯 That’s incredibly cheap for what it offers.

Not sure about everyone else, but I do most of my research on X. It’s never been a better time to invest. The amount of smart people sharing data, charts, and real-time analysis here is unreal.

$IREN signed a 5 year deal with Microsoft. $CIFR signed a 15 year deal with Amazon. What a great way to start the week. 😁

10 Stocks with potential to x10 in 10 years. 1. Hims & Hers $HIMS 2. Talkspace $TALK 3. SoFi $SOFI 4. TransMedics $TMDX 5. Tesla $TSLA 6. Rocket Lab $RKLB 7. Iris Energy $IREN 8. Grab $GRAB 9. Amazon $AMZN 10. Advanced Micro Devices $AMD Which one would you add? 👇

$HIMS – Buy low, sell high, repeat. 🧐 Step 1: Buy around $40 Step 2: Hold with conviction Step 3: Sell near $60 Then do it again. 💸

Microsoft’s CEO says they have chips they can’t use because there isn’t enough power or data center capacity. That’s exactly why I own $IREN and $CIFR. The demand for compute and power infrastructure is unprecedented and still accelerating.

These were my top stocks for 2024. Their performance so far: 1. $SOFI: +238% 2. $HIMS: +342% 3. $PLTR: +988% 4. $ENPH: -75% 5. $RKLB: +743% 6. $TSLA: +228% 7. $PYPL: +4% Average Return: +352%

$999.00 per year to join a private discord. 🤯 "To buy $SNAP"? 😐 Be careful, everyone. There are great accounts on X that share their trades for free.

IBD 50 List. - Unfortunately, $IREN didn’t make the list this time. - $HIMS was knocked out of the top 15. Notable top 15 stocks: 1. $CLS 4. $PLTR 5. $RKLB 6. $HOOD 8. $SOUN 15. $CLSK -> Only miner that made it to the list. 👀

IBD 50 List. Week of October 6, 2025. 1. $IREN stays on top, holding the number 1 spot for the FOURTH week in a row. 🤯 Other notable top 15 stocks: 5. $PLTR 6. $HOOD 9. $RKLB 11. $SOUN > New entry. 👀 15. $HIMS

We are not in a bubble. The amount of money going into AI infrastructure right now is huge, but it’s being financed in a fundamentally different way from a classic market bubble. Instead of being built on easy credit and hype, it’s being funded mostly by real cash flow from large, profitable companies. The biggest spenders are the major cloud platforms such as “the hyperscalers". These companies already generate massive amounts of operating cash every year. They are paying for rising AI capex directly from their own balance sheets, not from borrowing on a risky scale. According to Goldman Sachs, hyperscalers now make up a very large share of total S&P 500 capital spending. By 2026, total S&P 500 cash spending is expected to reach roughly $4.4 trillion, with most of that growth coming from investment in equipment, infrastructure, and R&D. In other words, corporate spending is shifting toward long-term, productive investments rather than short-term financial engineering like buybacks. When Jensen Huang talks about $3–4 trillion of AI infrastructure by 2030, that’s not a random, hyped-up number. Major banks like JPMorgan Chase are running detailed models to figure out how that investment could realistically be financed. Their analysis shows that while it’s a big number, it can be covered through a mix of internal cash flow growth, rising private capital investment, and moderate use of debt. What makes this build-out credible is that AI investment is already producing measurable productivity gains. Independent studies, including work by McKinsey & Company, estimate that AI could create trillions of dollars in value annually across industries. Companies deploying AI are reporting clear time savings per worker, better output per dollar spent, and faster production cycles. That means a portion of today’s capex is directly buying future earnings potential. Another important difference from past bubbles is who’s putting up the money. A lot of the financing is coming from private markets and infrastructure investors. This capital is mostly being directed at real, income-producing assets. Things like data centers, power generation, fiber networks, and chips. These are tangible investments with collateral and long-term contracts. This matters because in a true bubble, prices float far above any underlying income or asset value. Here, the investments are anchored to physical infrastructure and real returns. During the Dot-com bubble of the late 1990s and early 2000s, huge sums of money poured into internet companies that had no revenue, no profits, and no real plan to ever make money. A lot of that funding came from speculative capital and debt. When the hype broke, there was nothing solid underneath to support valuations and the market collapsed. Today looks very different. The macroeconomic and policy backdrop supports productive investment. Tax incentives make equipment and R&D cheaper. Large corporations have strong cash positions and can shift money from buybacks to capex without relying on risky borrowing. That kind of investment raises future output which is the opposite of the 1990s, when many companies were burning cash on unproven ad-driven models that never scaled profitably. This doesn’t mean there’s no risk. There are concentrated exposures among a few very large companies, plus challenges around power supply, grid constraints, and high valuations in some smaller or early-stage AI names. These can create sharp corrections in specific parts of the market. But the key ingredients of a system-wide bubble, excessive speculative credit, leverage spread across many sectors, and massive investment in assets with no economic value are largely missing from the AI capex core. What’s happening instead looks more like the early phase of a structural shift in how companies spend their money. Moving from financial engineering (buybacks) toward building real assets that raise productivity and earnings.

Ever since I started investing, I stopped worrying about my job. When you start investing, you begin to see things differently. You stop thinking like an employee and start thinking like an owner. You understand how money moves, how businesses grow, and what actually drives the economy. If I lose my job tomorrow, I’ll be fine. That peace of mind comes from learning how to invest. Most of what I learned came from following investors on X and studying how they look at businesses. I understand how to value companies, how to do research, and how to think about long-term opportunities. Right now, we’re seeing a clear shift. Companies are cutting costs, automating, and relying more on AI and robotics. Amazon just announced plans to cut 30,000 jobs starting tomorrow. For the company, it makes sense. It improves efficiency, reduces costs, and increases margins. But for workers, it means less security. Amazon isn’t alone. Similar trends are happening across the economy. Big tech is becoming leaner. AI is starting to replace repetitive tasks. Robots are showing up in warehouses, restaurants, and factories. Meanwhile, the S&P 500 is hitting new highs. The market is looking ahead to rate cuts, lower inflation, and better earnings. The economy, on paper, looks strong. But the reality for workers feels very different. That’s the gap investors understand. The stock market and the job market don’t always move together. You can have job losses while corporate profits rise. You can have layoffs while share prices go up. That’s why investing matters. It gives you another way to participate in the economy. It’s not about timing or trading. It’s about building ownership in the companies that are shaping the future. If I was still relying only on a paycheck, I’d probably be worried reading the news about Amazon. But because I’ve learned to invest, I don’t feel that pressure anymore. I know how to protect myself and grow over time. That’s the real benefit of learning to invest. It gives you peace of mind in a world that’s changing fast.

IBD 50 List. Week of September 22, 2025. 1) $IREN stays on top, holding the number 1 spot for the second week in a row. 🧐 Other notable top 15 stocks: 5. $PLTR 9. $RKLB 10. $DAVE 15. $HIMS

I'm working on my top 10 stocks list for 2026. 1. $IREN 2. $ONDS 3. $HIMS 4. $CIFR 5. $FUBO 6. $SNAP 7. $ZETA 8. ??? 9. ??? 10. ??? This is the list so far. What stocks would you add? 🧐

$OKLO is up 1,605.79% in 1 year. A company with no revenue went from $6.22 to $106.10 in just 12 months. 😐

You can buy one for $20,000. 🤯 That’s incredibly cheap for what it offers.

10 Stocks with potential to x10 in 10 years. 1. Hims & Hers $HIMS 2. Talkspace $TALK 3. SoFi $SOFI 4. TransMedics $TMDX 5. Tesla $TSLA 6. Rocket Lab $RKLB 7. Iris Energy $IREN 8. Grab $GRAB 9. Amazon $AMZN 10. Advanced Micro Devices $AMD Which one would you add? 👇

My portfolio crossed £100,000 on September 10, 2025. Charlie Munger: "The first $100,000 is a bitch, but you gotta do it. I don't care what you have to do – if it means walking everywhere and not eating anything that wasn't purchased with a coupon, find a way to get your hands on $100,000. After that, you can ease off the gas a little bit."

Not sure about everyone else, but I do most of my research on X. It’s never been a better time to invest. The amount of smart people sharing data, charts, and real-time analysis here is unreal.

$999.00 per year to join a private discord. 🤯 "To buy $SNAP"? 😐 Be careful, everyone. There are great accounts on X that share their trades for free.

$DUOL is down 20.49%. 🔴 Let’s be real, a lot of you didn’t do your own research. Many just followed Joseph Carlson/Antonio and bought in. Well, now it’s 20% cheaper. Are you buying? 🧐

We are not in a bubble. The amount of money going into AI infrastructure right now is huge, but it’s being financed in a fundamentally different way from a classic market bubble. Instead of being built on easy credit and hype, it’s being funded mostly by real cash flow from large, profitable companies. The biggest spenders are the major cloud platforms such as “the hyperscalers". These companies already generate massive amounts of operating cash every year. They are paying for rising AI capex directly from their own balance sheets, not from borrowing on a risky scale. According to Goldman Sachs, hyperscalers now make up a very large share of total S&P 500 capital spending. By 2026, total S&P 500 cash spending is expected to reach roughly $4.4 trillion, with most of that growth coming from investment in equipment, infrastructure, and R&D. In other words, corporate spending is shifting toward long-term, productive investments rather than short-term financial engineering like buybacks. When Jensen Huang talks about $3–4 trillion of AI infrastructure by 2030, that’s not a random, hyped-up number. Major banks like JPMorgan Chase are running detailed models to figure out how that investment could realistically be financed. Their analysis shows that while it’s a big number, it can be covered through a mix of internal cash flow growth, rising private capital investment, and moderate use of debt. What makes this build-out credible is that AI investment is already producing measurable productivity gains. Independent studies, including work by McKinsey & Company, estimate that AI could create trillions of dollars in value annually across industries. Companies deploying AI are reporting clear time savings per worker, better output per dollar spent, and faster production cycles. That means a portion of today’s capex is directly buying future earnings potential. Another important difference from past bubbles is who’s putting up the money. A lot of the financing is coming from private markets and infrastructure investors. This capital is mostly being directed at real, income-producing assets. Things like data centers, power generation, fiber networks, and chips. These are tangible investments with collateral and long-term contracts. This matters because in a true bubble, prices float far above any underlying income or asset value. Here, the investments are anchored to physical infrastructure and real returns. During the Dot-com bubble of the late 1990s and early 2000s, huge sums of money poured into internet companies that had no revenue, no profits, and no real plan to ever make money. A lot of that funding came from speculative capital and debt. When the hype broke, there was nothing solid underneath to support valuations and the market collapsed. Today looks very different. The macroeconomic and policy backdrop supports productive investment. Tax incentives make equipment and R&D cheaper. Large corporations have strong cash positions and can shift money from buybacks to capex without relying on risky borrowing. That kind of investment raises future output which is the opposite of the 1990s, when many companies were burning cash on unproven ad-driven models that never scaled profitably. This doesn’t mean there’s no risk. There are concentrated exposures among a few very large companies, plus challenges around power supply, grid constraints, and high valuations in some smaller or early-stage AI names. These can create sharp corrections in specific parts of the market. But the key ingredients of a system-wide bubble, excessive speculative credit, leverage spread across many sectors, and massive investment in assets with no economic value are largely missing from the AI capex core. What’s happening instead looks more like the early phase of a structural shift in how companies spend their money. Moving from financial engineering (buybacks) toward building real assets that raise productivity and earnings.

$IREN and $CIFR currently make up over 75% of my portfolio. As a sector-driven investor, my highest conviction is in AI infrastructure, and I prefer to concentrate on my strongest positions rather than dilute my returns with weaker ones. If the market pulls back (which is looking increasingly unlikely) I plan to gradually exit my other holdings and go all in on these two stocks.

I think about this all the time. I’m not happy with just a 20% return, or beating the S&P 500, or making 4–5% dividend income on my investments. That’s rubbish. I want to double my money. Especially when you start with a small amount, that’s the only mindset that makes sense. I started 2025 with just £10,000 (+added 20k in total throughout this year). That’s not a lot of money, and you can’t expect life changing results by playing it safe. I had to take real risks and make serious bets to grow it. That’s how I built the 6 figure portfolio this year. People need to see this from the right perspective. When your capital is small, you can’t think like a big investor who’s already made it. You have to think differently. Take calculated risk, look for high-upside opportunities, and trust your conviction.

The CEO of Hims and Hers did nothing wrong. People of good conscience understood exactly what he meant. As a Palestinian with family in Gaza, you should not have to justify your pro-life stance, your advocacy for freedom, or your desire to end the occupation.

Sept Portfolio Performance. YTD: +395.40% Last 30 Days: +57.20% Long-Term Portfolio: 1. $IREN 2. $ONDS 3. $RR Short-Term Portfolio: 1. $CIFR 2. $FUBO 3. New Stock (could become a LT hold). Sold: LT: $HIMS (Trading now) ST: $ROOT & $ENPH New stock, still researching. 🧐

The first £100,000 is the hardest. I started investing seriously on April 1, 2023. I reached my first £100,000 on September 10, 2025, and hit £200,000 on October 10. It took me 163 days to reach £100K, but only 30 days to double it. YTD performance: +543%. Total Invested: £29,200.02 I’m sharing this for those with smaller accounts who follow my portfolio. To show what’s possible when you stay focused and keep learning. The early stages are the toughest because you’re still building the base and progress feels slow. When your portfolio is small, a good month might only add a few hundred or a few thousand pounds. It feels like it doesn’t move. But once you reach six figures, everything changes. A 10 or 20 percent move suddenly equals several months of your salary. You start to see the power of compounding and scale in real numbers. Now my portfolio moves daily by amounts that match my yearly salary. The volatility is extreme, but I’m used to it. My portfolio is highly volatile, and I’m mentally prepared to see it drop by 50%. I accept that risk because I believe the upside is greater. In 2024, my portfolio dropped more than 50% several times. Then it doubled again. In April 2025, during the market correction, it fell over 50% in a single month. I stayed calm and bought the dip. I used all my savings because I knew what I was holding. My conviction was strong. I had done deep research into every company I owned. If you take big risks like I have, be prepared to see your portfolio drop sharply. That’s part of the process. You need the stomach for it. But if you believe in your research and understand your positions, you’ll be able to handle it. Just remember, every investment carries risk. Some companies won’t work out. Some may even go bankrupt. You can lose money. That’s the reality of investing. But if you’ve done your homework and built real conviction in what you hold, you’ll be able to make better decisions. It took me countless hours of research and many difficult moments to reach where I am today. Nothing about it was easy. But with time, patience, and consistent effort, progress starts to show, slowly at first, then all at once.

$IREN -2.13% pre-market due to sell rating. 😐 "H.C. Wainwright double downgraded (IREN) to Sell from Buy with a price target of $45, up from $36. Investors should be taking profits at current share levels, the analyst tells investors in a research note. The firm believes investor optimism around Iren’s artificial intelligence cloud business “has reached a point of irrational exuberance.” H.C. Wainwright views the shares as significantly overvalued following the 920% rally in the past six months." Source: Tipranks.