Finding high-growth stocks before the crowd. Focused on AI, emerging technology & asymmetric opportunities. 📈
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Joined November 2014
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James Carter retweeted
🚨 *Someone bought $AMD when it was only $4 and $TSLA when it was only $13*
🚨*Now, he's locked onto two potential stocks that could yield 100x returns !*
This time, he's not eyeing traditional tech giants, but two names that are disrupting industries:
🔥 ** $HIMS: Building a Global AI Doctor**
🔥 ** $DUOL: Building a Global AI Teacher**
His logic is simple: in the future, everyone may have an AI doctor and an AI teacher.
While the market is still underestimating the disruptive impact of AI on these two industries, he's already making his move.
**Early investors in AMD and TSLA reaped amazing returns. Can HIMS and DUOL create the same wealth legend this time?**
What's truly exciting might not be their current prices, but the heights they could potentially reach in the future.
$IREN
THE MARKET MAY BE UNDERestimating $IREN.
Look at what's happening:
• $200M in quarterly AI Cloud revenue.
• 182% quarter-over-quarter growth.
• $20.3 BILLION in contracted revenue backlog.
• 86% AI Cloud gross margin.
• A path toward $4B+ in annualized AI revenue.
IREN is no longer just a Bitcoin mining story.
It's transforming into a major AI infrastructure player.
Yes, execution delays and massive capital requirements remain real risks.
But if management delivers on its roadmap, today's weakness could look very different in hindsight.
I'm focused on the long-term opportunity, not the daily noise.
Follow me for more AI infrastructure and high-growth stock opportunities.
Not financial advice.
James Carter retweeted
$IREN
I'm still here. I haven't gone anywhere.
A temporary pullback won't shake me out.
I've added more shares, lowered my average cost, and strengthened my position.
I believe in the long-term opportunity behind $IREN, and I'm staying focused on the bigger picture.
The journey is far from over.
Follow me. Let's see how high this can go.
$IREN
I'm still here. I haven't gone anywhere.
A temporary pullback won't shake me out.
I've added more shares, lowered my average cost, and strengthened my position.
I believe in the long-term opportunity behind $IREN, and I'm staying focused on the bigger picture.
The journey is far from over.
Follow me. Let's see how high this can go.
🚨 $IREN Q1 FY2027 EARNINGS BREAKDOWN: THE AI TRANSFORMATION IS REAL — BUT EXECUTION WILL BE EVERYTHING.
IREN just reported a major quarter, and there is a lot more to this earnings report than the headline numbers.
1. Revenue is accelerating
• Total revenue: $228M, up 66% QoQ.
• AI Cloud revenue: $200M, up 182% QoQ.
• Bitcoin mining revenue: $28M, down from $67M.
• Adjusted EBITDA: $66M, versus $19M last quarter.
AI is rapidly becoming the company's primary growth engine.
2. AI infrastructure is delivering real results
• AI Cloud gross margin: 86%.
• Revenue backlog: $20.3B, up 22% QoQ.
• Approximately two-thirds of backlog comes from investment-grade counterparties.
• AI Cloud ARR reached approximately $1B.
• More than $4B in targeted ARR is already contracted and funded.
This is no longer just a Bitcoin mining story. IREN is building a serious AI infrastructure business.
3. Microsoft partnership and NVIDIA validation
Horizon 1 has been delivered to Microsoft and achieved NVIDIA Exemplar Cloud status.
IREN also expanded its contract with a leading frontier AI lab after quarter-end.
Another major development: a new five-year contract generates approximately $22M per IT megawatt annually, with the customer prepaying 90% of associated GPU capital expenditure.
4. The risks investors cannot ignore
Not everything was perfect.
• Net loss: $263M.
• More than $15B in remaining FY2027 capital expenditure.
• Total debt, including finance leases: approximately $10.2B.
• Net debt: approximately $4.43B.
• The $4B+ ARR target has been pushed from year-end to January 2027, potentially February, due to customer design changes and supplier timing.
The growth opportunity is enormous, but execution, financing and dilution remain important risks.
5. What comes next?
The key milestones I will be watching:
• Delivery of the remaining Microsoft infrastructure.
• Reaching the $4B+ AI Cloud ARR target.
• Continued growth in AI Cloud revenue.
• Successful funding of its expansion plans.
• Progress toward 800MW of data center capacity by the end of 2027.
MY TAKE:
I believe the biggest opportunity with $IREN is its transformation from a Bitcoin miner into a major AI infrastructure provider.
The $20.3B backlog, 86% AI Cloud gross margin and rapidly growing AI revenue are encouraging.
However, contracts and ARR targets are not the same as recognized revenue or free cash flow. I want to see execution catch up with expectations.
I'm looking beyond the next quarter. The next 12–24 months could be critical for IREN.
I'm staying focused on the long-term opportunity.
What do you think? Is $IREN becoming one of the most interesting AI infrastructure plays in the market?
Follow me. Let's see where this journey takes us.
#IREN
THE STOCK MARKET IS GETTING CRUSHED TODAY.
Wall Street is seeing a brutal sell-off, with tech stocks, AI names, and semiconductor companies taking a major hit.
The Nasdaq is leading the decline as investors rush to reduce risk.
$CRWV possesses a significant advantage that the market may be underestimating.
1.5 GW of effective power supply capacity.
4.2 GW of contracted capacity.
The CEO stated that commitments from existing customers and the order backlog are not expected to be affected by the mid-term elections.
Should the construction of new data centres slow down, the existing power supply capacity could become even more valuable.
In the field of artificial intelligence infrastructure, electricity is gradually becoming a key competitive advantage.
THE AI INFRASTRUCTURE SELLOFF IS GETTING UGLY.
$NBIS. $IREN. $CRWV.
All three took a serious hit yesterday.
The market is worried about data center regulations, financing costs and the massive capital required to build AI infrastructure.
Those are real risks. I'm not ignoring them.
But here's what I believe:
AI demand isn't disappearing overnight.
The companies building the infrastructure behind AI could still have enormous long-term opportunities.
I'm watching three names closely:
$NBIS — AI cloud infrastructure.
$IREN — Power capacity and AI data centers.
$CRWV — GPU cloud infrastructure.
I'm not investing for tomorrow's green candle.
I'm looking years ahead.
Volatility is part of the journey. But conviction must always be backed by fundamentals.
Are you buying this dip, holding, or stepping aside?
Follow me. Let's find the next big opportunity before the crowd.
$IREN: Bernstein cuts price target from $100 to $55 but maintains its Outperform rating.
Target price: US$55 (previously US$100).
Bearish or bullish, it only makes me MORE bullish on $IREN.
IREN understood the data center buildout opportunity early and positioned itself in Texas before the crowd caught on.
Power, land, infrastructure, and execution matter.
The AI infrastructure race is a long game, and I believe early movers have a meaningful advantage.
I'm thinking long term. Time will tell.
🚨 BILLIONAIRES, POLITICS & THE STOCK MARKET
The 2026 U.S. Midterm Elections could reshape more than just Washington.
From Elon Musk to George Soros, billionaire influence extends across both political camps.
But what does this mean for Wall Street?
📉 Potential pressure on Big Tech & AI regulations
🚀 Opportunities in energy & infrastructure
💰 Shifts in taxes, government spending & investment
📊 New opportunities — and risks — for investors.
Stocks to watch:
$NVDA $MSFT $AMZN $CRWV $NBIS $IREN
Politics may change the rules. The market will decide the winners.
Are you bullish or bearish on the stock market after the midterms?
