Reddit Posts
The upcoming Nvidia Rubin GPU cooling moat/bottleneck $INV
The upcoming Nvidia Rubin GPU cooling moat/bottleneck $INV
$INV: The $550M Under-the-Radar Company Behind AI’s Second Infrastructure Bottleneck
$INV: The $550M Under-the-Radar Company Behind AI’s Second Infrastructure Bottleneck
$INV: The $550M Under-the-Radar Company Behind AI’s Second Infrastructure Bottleneck
$INV a big name hidden but could be a great long. Has top tech data cooling with NVDA and DOE projects!
$INV a big name hidden but could be a great long. Has top tech data cooling with NVDA and DOE projects!
$INV a big name hidden but could be a great long. Has top tech data cooling with NVDA and DOE projects!
$INV a big name hidden but could be a great long. Has top tech data cooling with NVDA and DOE projects!
What you think about Innventure INV
Mentions
INV and LVWR for me. Both suffered lots of sell offs last week and both already recovered some. Think it will continue.
and some how in that autistic DD, INV wasn't mentioned.
Literally just posted about INV
INV (Innventure) seems like a good bet.. data center cooling
I think the OP is talking about INV
I've been looking at INV for this reason. I'm current long shares, but I think this has the ability to run. Calls for a month or two out will probably pay.
Pretty good post on $INV. Thank you!
Can't understand how cooling stocks like $INV are underperfoming given the significant bottleneck
I did more research on this stock. And it actually may become a bottleneck moat with real pricing power. Thank you for helping me find this. It's Two-Phase Direct-to-Chip Liquid Cooling system that can cool 4500-6000mw chips. Which will be the new Nvidia Rubin chips they're rolling out in Q3 that require 4000mw+ All cooling competition is years away from getting 4500+, I believe one competitor is at 3500mw cooling. This is where INV becomes a real bottlenecked moat. Given that INV will be the only company that will be able to do 4500-6000mw chip cooling. With their two phase technology it will knock down OpEx spending by up to 35% and reduce the water consumption used by current closed-looped system by 10000%. Hyperscalers usually wait until two competitors have the same capabilities so that they can negotiate prices, they physically won't be able to and INV will have all the pricing power given all their competitors are years out. They already have contracts with other corporations since 2025, which gives them more credibility when it comes to a hyperscaler picking them to make a contract. Keep you're eyes out for $INV, it may not be a big mover for a month or two, but i expect it to be a major player with real pricing power.
whos playing INV earnings? its another qUaNtOoOom ticker
Awful day for me to be a bear. If I werent such a bear my portfolio would be 25% EOSE, INV, ATAI. Sad noises seeing that basket up over 15% today on average
I went 5-0 this week and last PENG 20% NCNO 20% INV 10% CHWY 11% VERI 20% (and PLAY) 20% which I did not trade but had it on my but list
Look for these if you think datacenter/energy demand won't slow down: EOSE, IREN, INV, NBIS
So INV is the ticker to look at? Any call options?
Their AR increased by 5B+ in a fucking QUARTER. Their inventory has grown 90% YTD, well above sales growth. When AR, INV are growing faster than revenue, and FCF is missing estimates, thats a serious red flag. You can creatively account AR, INV, REV, etc, but you cannot do that to FCF...
After taking profits on INV this morning (2.70 -> 3.30), I'm kind of glad I need to wait to let my funds settle before I can take a new position. Gives me time to think things over and work out what my next best move might be. Was considering STAI, but its recent news of a missed payment and errors in its reporting concerns me. Might spend some time doing some research tonight to figure out the next best thing.
Given the current sentiment of the market, decided to collect 3k profits on INV. 7500 Shares at 2.70 -> 3.25, or a total position value of $20,250 -> $24,375 I'm alright with that, and may consider a re-entry if it drops again.
So how'd everyone's day go today? I'm up a little over 3k on INV from my entry around 2.70 Feeling good.
Very solid day for INV so far. Up about 10% Got in at 2.7 last week. Holding.
INV looking good so far this morning. Already above the high it had on Friday.
If you mind that 1% difference, investors should not go for SPY, but choose QQQ (higher risk and higher return. Instead of SPY, if investor chooses QQQ: |PLANS|SYMBOL|TOTAL\_CASH|TOTAL\_INV|APPRN| |:-|:-|:-|:-|:-| |Monthly|QQQ|515666.67|3779945.16|633.02| |Weekly|QQQ|520500|3834799|636.75|
Ran a back test check for SPY 20 years data, very tiny difference. |PLANS|SYMBOL|TOTAL\_CASH|TOTAL\_INV|APPRN| |:-|:-|:-|:-|:-| |Monthly|SPY|515666.67|1833844.22|255.63| |Weekly|SPY|520500|1854262.7|256.25|
I'll continue to promote $INV under $3.00 Providing chip cooling technology to Nvidia. Hasn't had its run yet and just rebounded from an all-time low. Insider recently purchased over a million shares at nearly $6.00 a piece.
Absolutely, and congratulations. Right now, as I've mentioned to others, I've been invested in INV at 2.70 Saw it dip to the lows of the 2.3 to 2.4 region, didn't sell. Now we're up to 2.9 by yesterday's close. Holding 7500 Shares, a little over 20k invested. Up about $1.5k on my position right now. Continuing to hold over the weekend and into next week as we await news on their dealings with Nvidia. Sometimes it's also a matter of confidence in the value of the security, and knowing to step away for a bit so you don't let the price action get inside your head. Although you also know when to cut your losses too. Some people stubbornly hold on well past the point when its clear that a stock is in a downward spiral.
Continuing to promote $INV to those that might be interested. * Presently under $3.00, and has yet to have its big run. Recently touched its All-time Low. * Is providing chip cooling tech to Nvidia, with pending news updates on this arrangement. * An insider recently purchased more than a million shares at nearly $6.00 a piece.
A lot of sell-offs the past few days. Any idea why? What's drawing you to invest in INV?
Very solid day. Up a little over 2.5k on my positions. Been suggesting $INV while its still below $3.00 since yesterday. Wished I'd waited to get in in the 2.3-2.4 region yesterday, but still was in at the 2.6-2.7 region.
INV is moving - break $3 and we moon
Consider $INV Up almost 15% Under $3.00 Pending news with Nvidia Insider bought over a Million Shares at almost $6.00 a few days ago.
INV starting to make its move back up. https://preview.redd.it/wgcy4fzqxgyf1.png?width=972&format=png&auto=webp&s=221faadabbdd7f18f7cf96efc37c5257744da493 Still promoting this one under $3.00
Still promoting INV under $3.00 * Providing Chip Cooling technology for Nvidia, with news pending. * Insider purchased over one million shares a few days ago at nearly $6.00 Just for your consideration.
Decided to take a position on INV this morning on this hard dip under $3. Glad I waited until after the opening bell though. They're providing chip cooling tech in a deal with Nvidia, with news that should be out soon. Insider purchased over a million shares at nearly $6.00 a piece. Like when I bought GPUS last week, this one might toss and turn a bit, but I think it'll turn around soon.
[https://www.tradingview.com/x/BTctTB1w/](https://www.tradingview.com/x/BTctTB1w/) Agreed. INV H&S should bring it back to \~9.45 for a measured move
Wow. Fantastic. Here is another one to monitor: $INV.
Bought some INV in case it goes up another leg, news posted today: [https://www.businesswire.com/news/home/20251023487994/en/Accelsius-Brings-Advanced-AI-Cooling-Technology-to-NVIDIA-GTC-Washington-D.C](https://www.businesswire.com/news/home/20251023487994/en/Accelsius-Brings-Advanced-AI-Cooling-Technology-to-NVIDIA-GTC-Washington-D.C). Nvidia GTC next week for another catalyst. https://preview.redd.it/m5i9syyihwwf1.jpeg?width=960&format=pjpg&auto=webp&s=91f4dcdac1984def5b8588994b0e90d8ecae07f9
20x-50x play. From my buddy 🐱🔥 Inverse Finance (INV): The Sleeper on the Edge Everyone’s chasing the same hype plays while Inverse Finance (INV) has been quietly building for years. It’s not a meme, it’s not vaporware — it’s a legit DeFi protocol with real products, real revenue, and real usage. And it feels like we’re sitting right on the edge of something big. What they’ve built: FiRM → unique fixed-rate borrowing. Predictable costs in a market where everything else floats. DOLA → a debt-backed stablecoin. And demand for DOLA has been climbing, steadily growing supply and usage. TVL → just broke past prior highs, showing more capital is flowing in than ever before. Why this matters: Protocol is pulling in ~$12M annualized revenue. That’s not “someday,” that’s now. Market cap? Around $40M. That’s like finding a SaaS business doing $12M a year valued at pocket change. Scarcity kicker: 80%+ of INV is staked. The float is razor thin. Thin float + rising demand = explosive potential moves when attention arrives. Here’s the psychology: most people ignore projects until the chart tells them they can’t anymore. INV has survived, shipped, and grown through a brutal market. Now, with DOLA demand up, TVL breaking ATHs, and fixed-rate lending becoming a real differentiator, the story is right on the precipice. This isn’t hopium — it’s fundamentals + timing + scarcity colliding. You don’t get setups like this often. Most will dismiss it until it’s obvious. A few will spot the asymmetry before the crowd. Which side do you want to be on?
$INV $ADE $TE $HR $AN These are my portfolio holdings, mind rating it?
As for me, I did something similar last year and paid off about 150k in debt. the mental freedom from being debtfree has honestly been worth more to me than any potential market gains I missed out on.. sleep better at night knowing I'm not carrying that weight anymore. BTW, this[ comparison chart ](https://secure.money.com/pr/q636e14b9104?s1=INV176&s2=Comment)of debt relief companies really helped me figure out my options when i was making the decision.
I use Schwab Prime Advantage Money INV (SWVXX) current 7 day yield is 4.12% which is higher than SNSXX which is currently 3.97%
1. **NVDA** 25% 2. **GOOGL** 10% 3. **TSMC** 10% 4. **AMZN** 15% 5. **LVMH** 5% 6. **BN** 20% (Brookfield Corp) 7. **INV-B** 15% (Holding company consisting of Swedens top 10 stocks) Im 20 years old from Sweden, been investing for 5 years aiming to get 15 CAGR and reach 100k usd by 25, i analyze my positions for 1-2 hours daily and i understand the tech sector the best if fundamentals were to change i would be quick to act upon it. My time horizon is until i retire which hopefully will be around 40 which is my objective, im currently a student studying economics and majoring in finance, volunteering for a finance society as an equity analyst. I have barely any debt the ones that i have is student loans at 1%. I have stomached falls of 30% in the past im emotionally detached to my investments. Even i I got only 7 positions because if i add any more then i wont be able to keep myself up to date on them. My portfolios biggest risks are high AI exposure and Brookfield is dependent on interests rates falling. My theory is that AI will be a big thing and interests rates are already quite high so they should drop?
CRSP assigns each stock a score on a value to growth spectrum using the following factors: Value: 1. Book-to-Price Ratio (BP) 2. Future Earnings-to-Price Ratio (FEP) 3. Historical Earnings-to-Price Ratio (HEP) 4. Dividend-to-Price Ratio (DP) 5. Sales-to-Price Ratio (SP) Growth: 1. Future Long-term Growth in Earnings Per Share (FLGE) 2. Future Short-term Growth in Earnings Per Share (FSGE) 3. Three-year Historical Growth in Earnings Per Share (HGE) 4. Three-year Historical Growth in Sales Per Share (HGS) 5. Current Investment-to-Assets Ratio (INV) 6. Return on Assets (ROA) Stocks which score towards the growth minus value side are categorized as growth and are included in VUG. The others are put in VTV.
Depends on the return: A. INV * 70%*gross return B. INV * 30%*$0 (if 100% loss) EV=(A+B)/2 * 70% - EV*(A+B)*30%