mon

mon@moninvestor

$CRDO - I’ve noticed FinX are starting to buy this stock, so I wouldn’t be surprised if this becomes the next retail favorite. I’m staying away from it for now. For me, there are simply better opportunities elsewhere in the market where I think the R/R is more attractive.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

mon@moninvestor

$IREN just getting started. +4.46%.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

mon@moninvestor

$IREN at $20 would have a market cap of roughly $8B. Just think about what would be valued at $8B: - More than $4B of contracted ARR for 2026 - 2026 capacity almost completely sold - Contracts being signed above $20M per MW - Customer prepayments covering 45–55% of GPU - GPU

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

mon@moninvestor

Reading $DELL earnings makes me think the $20–25M/MW contracts we’re seeing at $IREN could still be very early in where the economics of AI infrastructure ultimately go. Dell expects inference token demand to grow 87x by 2030, compared with just 5x growth in training demand.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

mon@moninvestor

This is exactly why I’m so bullish on $OUST. Physical AI cannot operate in the real world without reliable perception, and LiDAR gives robots the ability to see+map+react to their surroundings. If robotics becomes 10x larger than digital AI, OUST can provide the sensing layer

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

mon@moninvestor

Microsoft was exactly the kind of contract $IREN needed when it was proving the model. Now that 2026 capacity is largely sold out, more than $4B of ARR is contracted and 2027 capacity is already being negotiated, IREN has much more bargaining power.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

mon@moninvestor

I think $ONDS is the type of company where the rerating, if it happens, will be sudden and almost impossible to time. The business has completely changed over the last year, but I don’t think the share price fully reflects what the company has become.

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

mon@moninvestor

$IREN at $35 is very undervalued. The biggest thing people are missing is that IREN is a completely different company today. You cannot judge where this company is going based on how it funded itself in the past. Historically, IREN relied heavily on raising equity to fund

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close