Figroad @figroad

Hey @grok, remove the strongest and most dangerous soldier from this picture.

@PrettyFli4aWYFI @BitcoinAIGuy @OnlyKlans1 @TrendGPS 👀 financiere-marjos.com/docs/financier…

Leopold added to his neo-cloud and former bitcoin miner positions I think he sees more value in GPU’s and Grid-Connected Power. Although $KEEL was the most shares added (13M), in dollar ($) value which is more important $IREN was the highest. Situational Increased their $IREN position by at-least $100-$120M 👀 2998214 x $34 (low end Q1) = $101M

Small Cap Snipa @SmallCapSnipa

5 months ago

NEW: Situational Awarness LP, led by Leopold Aschenbrenner, has released its Q1 13F filing 👀 Increased positions in (shares): $IREN: +2.99M $CRWV: +1.07M $APLD: +2.13M $KEEL: +12.97M $CLSK: +10.63M $RIOT: +5.33M $BTDR: +1.65M The fund has a huge allocation in former Bitcoin

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@cally96k $10 is nothing for $BTBT HIGHER ⏳👀

$ASST is a sleeper that will make many a man VERY RICH. We've bounced 150% (1) from the recent lows and printed some fine monthly candles. Once we break above the 1st FIB extension (2), I don't think it will take long to get to the $27 range (3) where we'll run into the Option Warrants that expire in September. <-- Pretty sure we'll burn through them before that time.

If $BTBT pulls an $IREN like move here, this is the equivalent of where $BTBT is at in the move now (where the yellow arrrow is). We are early.

Bags to Riches. @Bags2Riches2026

6 months ago

$BTBT breaking out of a multi month and week downtrend today. Let's see if it holds from here. $IREN did something very similar a year ago.

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$WULF Incredible chart.

$CIFR — we called it 👀 Price retested the 50-DMA, then broke out with volume. This looks ready to move higher. Wave 5 → +84% 🚀

Echo Analysis @EchoAnalysis

9 months ago

$CIFR — about to break out 👀 Price continues to hold the 21 EMA and 50 DMA. Pressure is building. Wave 5 → +98% 🚀

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I still think 2026 should be a banger year for $CIFR.

$IREN off and running imo. Targets I am watching for are 87 and then 112. Will post fibs tomorrow

Freedom By 40 @Freedom_By_40

10 months ago

I have had a quite a few people tell me this $IREN chart is a bearish chart. I am not trying to be mean but you need to study much more, we are talking 1000s of hours.

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I still think $IREN is likely to do quite well in 2026 since it has hit escape velocity and is fighting 1.272 log fib as expected.

$BTBT , after they switched or "officially" declared that they are an $ETH treasury company the impulse stalled and we entered a HTF w2 flat since then we have likely started w1 and finished w2 of the (3) intermediate TF. With the likely hood the $ETH itself trades above $25k after 2028 I reiterate that $BTBT will trade substantially higher and we must be patient here. Profits will be secured between $14-$20 yes sure. But you better hold some for the long term as well. Major XXX banger here from $2

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$ETH #Ethereum I smell there's a major move coming 2026 will be massive

@teslaownersSV @elonmusk I’ll

First week of Jan 2025 I said that Silver would outperform the $SPY for the year and we know how that went In 2026, $ETH is my new Silver $ETH will carry every portfolio this year

The AI narrative is not dead. The AI narrative is broadening. And I do consider #Ethereum as a part of the AI narrative that has yet to be popularized as an investment thesis.

High-potential growth narratives for 2026: • Robotics | $TSLA, $SYM • Space Economy | $RKLB, $ASTS, $PL • AI Chips | $NVDA, $TSM, $AMD • AI Utility | $NBIS, $IREN, $CIFR • AI Networking | $AVGO, $MRVL • AI Cloud | $MSFT, $AMZN, $GOOGL, $ORCL • AI Data Platforms | $PLTR, $SNOW • AI Security | $CRWD, $RBRK • Quantum | $IONQ, $QBTS • Nuclear | $OKLO, $UUUU • Grid & Power | $EOSE, $CEG, $NEE • Drones | $ONDS, $AVAV • Crypto | $HOOD, $COIN, $BMNR

4/ 🤖 Pick #2: #Symbotic $SYM Sector: #Robotics Supply chain automation is now a "must-have" due to wage #inflation. Why 2026? Hit EBITDA profitability in late 2025. The "GreenBox" JV with #SoftBank accelerates, bringing warehouse automation to the masses. #Robotics #Automation

AI isn’t over, it’s just starting. $CIFR, $IREN, $NBIS trading like bankrupt but with $MSFT, $META & $GOOG deals. 5x potential minimum. Thoughts?

My Top High-Conviction Pick: $IREN ​The Narrative Shift: Forget the "Bitcoin miner" label. IREN is executing one of the most aggressive pivots in tech history. They aren't just chasing the AI trend; they are building its backbone. By securing a massive $9.7B contract with Microsoft, they’ve effectively validated their business model at the highest possible level. ​Why it’s a "High-Conviction" play: ​Predictability: The deal with Microsoft turns volatile mining revenue into stable, high-margin Annual Recurring Revenue (ARR). ​The Moat: They own the land and the power (3.2GW pipeline). In the AI era, power is the new oil, and IREN has the "refineries" ready. ​The Goal: Targeting $3.4B in ARR by the end of 2026 with a fleet of 140,000 GPUs. ​What Wall Street Thinks (Analyst Price Targets): The consensus is shifting rapidly as analysts price in the AI infrastructure value: ​Current Price (Approx): $37.70 ​Average Analyst Target: $67.60 (+80% upside) ​Bull Case Target (Compass Point / Cantor Fitzgerald): $105.00 - $136.00 (+180% to +260% upside) ​The Bottom Line: If they manage their massive growth without excessive dilution, we aren't just looking at a price recovery—we are looking at a massive re-rating as IREN transitions from a crypto play to a tier-1 AI infrastructure giant. ​Why this matters for 2026: ​While most investors still associate $IREN with Bitcoin’s volatility, the "smart money" is focused on the 140,000 GPUs and the Microsoft partnership. This gap between perception and reality is where the potential lies. ​DYOR. NFA.