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I pulled this tape from Friday. It reads like a Bay Street directory.
The AI Pivot No One Is Talking About — And Why $CAN’s Rerate Could Be Explosive
Space regard checking in before launch.
Pre-Market Gainers and Losers for Today (June 3, 2026) 📈 📉
From 50K to 1.7M+ Trading Shares Only (No Options)
From 50k to 1.7M+ Trading Shares Only (No Options)
$KEEL, speculative bitcoin miner to data center play backed by Leopold
CLSK & MARA: The Slickest Play in the AI Power Crunch
4 month update on r/Stocks favourite stock picks - up 43.62%!
Favorite behind the meter energy plays for the AI buildout? (Bloom and FCEL)
4 month update on Reddit's favourite stock picks
Took 1k to 18k. Doing it again day 4 update.
$META DD - Why you should bet on the lizard king
Bitcoin miners are quietly becoming AI infrastructure plays
Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App
Theory: Reddit is way better at picking stocks than you think - 4 month update on Reddit's favourite stock picks
$NBIS the most misunderstood AI company, and also the next AI company to go to the moon
Which Bitcoin miners are actually positioned as AI infrastructure plays?
Why did I buy IREN calls? I honestly thought it was going to spike.
Pre-Market Gainers and Losers for Today (May 11, 2026) 📈 📉
NBIS Q1 earnings Tuesday - I have been deep in this name for months
Nvidia dropped $40B+ in equity deals in 2026 alone. $30B to OpenAI. $3.2B to Corning. $2.1B to IREN.
Pre-Market Gainers and Losers for Today (May 8, 2026) 📈 📉
NVIDIA and IREN Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure, IREN +25% AH
CRWV Stress Test IV Crush before earnings today
Morning Market Movers: Sphere 3D (ANY) and Real Messenger (RMSG) on News
Fading $IREN into earnings - Puts & Shorts is the way to go
Fading $IREN into earnings — the 90% rally IS the trade
Thank you wsb for NBIS, IREN and APLD
IREN update from yesterday - definitely should’ve sold the house 😂
I am pretty confident in $IREN Calls before the Earnings come. Need feedback tho. :)
Nobody is talking about CIFR, which is exactly why I’m looking at it.
Nobody is talking about CIFR, which is exactly why I’m looking at it.
Going from Oversold to Rebounding?-- $GOVX Geovax, $ANY Sphere 3D, $BGDE Bit Digital Energy
IREN is about to rip on earnings and nobody is positioned for it
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
The Data Center / AI infra hype
Lost my car and buy some stock instead of keeping the money in a bank
$170k gain porn from my AI datacenter bull DD 2 months ago
Today I hit £1m and became the youngest ISA millionaire ever at 27. ALL IN ON ENERGY INFRASTRUCTURE - HUT 8 and IREN
DD: Hertz Just Entered a Real Short + Gamma Squeeze Setup (With a Real Business Behind It). YOLO $100k
37yrs old. Medium to long-term investing horizon. I'd love advice on if/how I should rebalance my portfolio.
$NUAI The next 10x in AI Infrastructure after $IREN and $APLD. (Hidden Mag7 deal incoming)
Run it back Turbo Americano - Keel Industries ($KEEL)
Have some liquidity that I’m looking to place somewhere
If you'd invest 10k in wallstreetbets stock picks for 2026 you would now have YTD 9,5 k
KULR Should Sell Its BTCs and Go All-In on AI Data Center Battery Infrastructure
With the recent drops, this would be a perfect opportunity for…?
New Big Buy Alert: Rep. Cleo Fields just filed ~$550K of new stock buys - Bought $100K or IREN $IREN - Bought $250K of Google $GOOGL - Bought $100K of Meta $META - Bought $100K of Netflix $NFLX
New player here - is patience a virtue or just naivety?
Mentions
Primarily i just went long in high convictions as works been busy and have less time to actively trade. Been doing some leap trading as that gives me time. Currently just bought ITM LEAPS on IREN and SOFI yesterday as I believe both will pop for a profit taking opportunity before 2028 lmao
How long till NBIS/CRWV/IREN/APLD dilute again?
I shit my pants on the IREN drop today
Completely naked under my clothes eating fried chicken behind a dumpster rn IREN 54 SPY 731 eod
Idc about anything else. Just pump IREN to 56
what even is that a sister company to IREN?
This is the only reason I haven't completely diamond hand yolo'd into IREN.
$IREN been edging me for months, I can’t stand this stock
Why do we all get treated like IREN bag holders? SMH, so unfair
Why are we all cosplaying IREN bag holders?
Apparently I'm long IREN
IREN NBIS HOOD loading up!
IREN, VRT, BBAI, and INFQ have all fucked me so hard
Easy more IREN on this drop
If IREN doesn't pump, I'm joining the peace corp
Bought a shitload of IREN last night after much dabs and many coffee Pray for me
IREN bag holders how is yall doing? 200MW contracted lease, thats cute eh? I remember y'all were making fun of APLD, look at them now 1410MW leased out while y'all still praying XDD
IREN: Trade it, don't own it 🤣 What a dogshit company lmao
IREN bag holders how is yall doing? 200MW contracted lease, thats cute eh? I remember y'all were making fun of APLD, look at them now 1410MW leased out while y'all still praying XDD
IREN bag holders on suicide watch after APLD signed AN OTHER lease. 200MW vs 1410MW. STAY MAD BAG HOLDERS
I needed to rebalance my portfolio today to add some more neocloud weight. I already had IREN and HUT so I bought calls on APLD - lucky timing! Thanks APLD!
APLD SINGED AN OTHER PHAT CONTRACT!!! IREN bag holders punching the air rn
I'm loving IREN this week
Going all in on NBIS and IREN
Can IREN hit 60$ today? ❤️🙌🏻
Thx IREN you’re beautiful
Worth the risk at $5 look at IREN and the rest people also doubted them plus Leopold bought this shit unless he sells i aint sellin
Right now I'm holding $CRWV (bought at the top, $131), $IREN (bought almost at the top, $55), $HL (bought at a 3m top, $17), $JD (bought at $29), $NOW (my only positive stock, bought at $97) and a local bond with 6% IRR.
I have HIVE/KEEL/IREN/NBIS/CRWV spread evenly, about 2k worth of each. I treat them like a mini ETF together, and allocate about 10-20% of my total port to them
AI $26.5 trillion of their $28.5 trillion projected TAM is from AI not space. They have a second or third rate model that's being mostly used on X to ask if something is real or not. They built more capacity so now they're leasing to real hyperscalers. I guess they want to compete with CRWV, NBIS, IREN and the rest of the neoclouds. Had SpaceX IPO'd as a space company, it may have been valued at $250 billion, max. The whole maneuver to swallow xAI and talk up space datacenters is just part of the whole scam.
CRWV, NBIS, IREN might as well buy all of them lol
From that list? I have only NVDA (very small position), MRVL, IREN and AVGO. My port right now is a bit skewed towards rebound plays from Friday which I normally won't buy. I have AAOX, MVLL, AVGX, IRE, KORU, MULL, NVDA, DRAM and MSFT. But before Friday, I didn't have half of those. Planning to sell most of them post a small rebound
oof, IREN, CRWV, and MXL have so much room below...
Good spot for a swing back up on IREN
The only kinda retarded thing I own is IREN, wich is indeed down 10% today
\-10% on stocks today. IREN BMNR absolutely killing me. Time to buy the dip I guess.
MU vs IREN...which you taking rn jf you only have 3k to add? I couldnt make a new post
IREN It go down I buy csp at 69$ 😢
IREN and APLD and AAOI and POET to the top of the list, plz!
IREN calls to $64 exp tomorrow. I’m cooked
Yeah around same average, just hoping they don’t have to dilute too much in the future and become like IREN. Hopefully they are able to get cheaper loans or companies that lease to them to buy their stock.
If you want blue chip stocks to invest in then Meta and Nvidia are top 2. Look at their numbers. Meta should double from here. Insane income just crushed because of expenditure. I’d you want highrisk RDW MNTS. If you can wait HOOD SOFI CRWV CRDO IONQ IREN The only one I don’t have right now is CRDO. And I wish I could get some.
If you want blue chip stocks to invest in then Meta and Nvidia are top 2. Look at their numbers. Meta should double from here. Insane income just crushed because of expenditure. I’d you want highrisk RDW MNTS. If you can wait HOOD SOFI CRWV CRDO IONQ IREN The only one I don’t have right now is CRDO. And I wish I could get some.
$IREN drops the first piece of actual good news in 8 months and promptly gets raped for two straight sessions
No 3x in the short term for sure. That will get IREN close to NBIS market cap. I would speculate ~+50%.
They’ve been diluting since before you knew what IREN was and they’ve used it for valuable growth and stocks always grown afterwards
$34k on OTM $70 calls expiring in 7 days… and it got **cancelled** honestly might have been divine intervention bro The data is not kind here — ATM IV at **113.6%** (options are insanely expensive), PCR at 1.41 showing heavy put buying, sentiment bearish -3.5, and theta burning **$19.91/day**. You'd need a 7%+ move in a week against bearish options flow. Expected move is ±$10.30 so $70 is technically reachable but probability ITM is only 44% at ATM — your $70 strike is way worse odds than that. The cancelled order might've saved you. If you still want IREN exposure the Jan leaps make way more sense than 7-day lotto tickets with 113% IV. https://preview.redd.it/96vq6fmm9b5h1.png?width=2880&format=png&auto=webp&s=1d86955fed2f0c5625a1139fe74715b8657ed5e8
It's ok IREN you go at your own pace ignore everyone else 10xing.
Bought some $IREN for the first time, should I have just bought more $NBIS?
Watching IREN makes my eyes bleed
I bought IREN calls bbg
IREN wont stop selling off, i give up
Glad to see the recession ended for every stock except IREN
IREN trying to shake me out of my calls! Never!
I just rolled my cash secure puts on IREN on next week, we’ll know soon
IREN stop recovering i want cheap calls
Anyone holding IREN calls? thinking of grabbing $70c
What leaps did you buy? I’ve got MSFT, NFLX, HOOD, IREN and NOW. All 2028
Why would I buy IREN calls in a time like this
Lol i told you fade IREN. This temu NBIS wannabe.
$HYLN. Data centres are power hungry and moving to 800Volt DC, this company is the name of the game. $HIVE. Moving from Bitcoin to hyperscale data centres. Has the potential to become the next IREN/Nebius. $MSFT. Had a breakthrough in quantum computing and expects commercial solutions in the next two years.
do you think SPCEtards will catch on that IREN is close to IRAN and ape in before the iran IPO?
IREN so far away. I couldn't get away.
HUT, IREN, APLD, CLSK, etc.
IREN have a contract to build Nvidia's $3.4b DSX reference implementation.
Im going to fade IREN. They're not gonna be able to execute this and just gonna dilute
Fucking IREN saving the market today? Lmao
in the AI HPC sector you mean? WULF, CIFR, IREN and NBIS would be my top 4 picks. WULF is next in line to announce a deal for their site in KY, aswell as CIFR should announce by EOY a deal for their site in Texas that will be energized by EOY.
Oh why the fuck IREN and similar stocks pumped I sold and this shit happemed lol
Sorry guys that was me who fat-fingered IREN in the premarket, I thought I was buying IRAN
IREN getting the love it deserves. 🥒
Then short all these companies; MSFT, AMZN, META, CRWV, IREN, etc…I triple dog dare you. https://preview.redd.it/8du8cbuhez4h1.jpeg?width=480&format=pjpg&auto=webp&s=0053300dcc1be7e7ba1d292db39f29cdd69cc756
Today CIFR breaks the pattern! Usually IREN pumps with CIFR!! CIFR TO 100
They are a previous Bitcoin miner turned HPC similar to IREN, WULF and others but their market cap is a fraction of theirs. They started a little later than the others, but that is no reason to count them out since they already have a pipeline of 2.2GW worth of power as t sites spread throughout Pennsylvania, Washington and Quebec. Moses Lake construction starts this summer and Panther Creek and Sharon sites have received all zoning approvals. Over $500million liquidity, so no need to do any offerings anytime soon. CEO stated in the last earnings call that they plan to have all three sites leased by the end of the year. So those are the major catalysts. Once all sites are operational we're looking at $4-6 billion of revenue per year. Current market cap is $3.7 billion.
IREN is one of the cleaner compute-rental adds. Grade: **A- / B+ AI cloud shovel** — data-center operator, Blackwell buildout, and direct AI cloud capacity. Higher risk than core suppliers, but very on-theme.
Anyone still playing IREN??
Panic sold $NBIS and $IREN on Friday when they temporarily crashed mid-day. Parked the money thinking the crash would continue or it would at least go back to the previous price. It didn't. So I bought $CRWV today at the HOD thinking it was the AI infra stock with the best momentum. -7% in less than one day
IREN is going to break out soon
IREN is back let's go!!!
Get in now before it rips? I think the $GOOG news is a huge tailwind for $IREN.
I don’t understand how nbis and crwv and ripping and IREN isn’t… both those companies are sold out of power.. while IREN sits at like 3gw or something like that … doesn’t it make sense for IREN to rip as price per GW continues to go up. Make you think what if IREN knows this…
On the “how do you finance scaling” point: 1. Look at IREN: they funded their big Microsoft AI deal with a mix of customer prepayments and asset‑level financing, not just mining EBITDA. Roughly 3.6B of GPU financing at sub‑6 percent plus \~1.9B of prepayments covers about 95 percent of GPU capex. 2. Look at what HUT8 did. They refinanced a BTC‑backed facility into a new 200M line at 7 percent, freed \~3,300 BTC (\~260M USD) from collateral and used that to both cut interest and increase unencumbered liquidity. I expect any miner that wants to survive the AI + power shift to do some mix of exactly that playbooks shown above: smarter balance sheet structuring, BTC‑backed credit, project‑level debt and, yes, some dilution where needed.
Thats why I did not list google. Google is just proving again that the buildout is real and demand is real. This means CRWV, NBIS, IREN and so on is going to be buying all the NVDA and AMD they can get their hands on and that means they will all need more MU. This also means AMZN with AWS and their large stake in Anthropic should also continue to go higher.
This is bullish for AI not bearish. Google is throwing even more money at the build out because demand is so high. This is bullish as hell for CRWV, NBIS, NVDA, IREN, AMD, MU and so on. This, however, might cause a short term downside in google stock.
So those recent trades were like large capital purchases... ~$500k? >RRDT: Bought at $141, sold in the mid $160s (+$51k) 51k/14 = ~3,650 shares @ $141 = $513k >IREN: Bought at $50, sold at $54 (+$36k) 36k/4 = 9,000 shares @ $50 = $450k
SPCE, NOK and IREN. Let’s ride