I’ve written a thesis on these 3 themes early on: Neoclouds, Photonics, and Memory. Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS. Even got my warnings right too, $IREN is still stagnant due to the $6B of constant selling pressure from the ATM, while $NBIS reaches ATHs. But the bagholders still don’t want to admit it. Think a core part is knowing what theme comes next with markets, then comes picking the winner + heavy concentration in them. If you went long on software and chose the ideal stock, you’d probably end up not as happy? Photonics is still probably the earliest out of the three. But I can see Nebius end up like AWS one day. And $MU / SK Hynix / Samsung potentially end up like a mini $NVDA if memory demand is structural.

RT @dannycheng2022: Some people will always tell you not to buy a stock once it has already doubled or tripled — but my experience has been the exact opposite. I’ve made it a habit to chase strong momentum names after they’ve already run hard, even 2x or 5x from my initial positions. Many of those decisions turned out to be highly profitable, especially when I sized them aggressively. For example: I chased $NVDA around $30+ in 2023 after it had already tripled from its 2022 cycle low near $10.80. I chased $PLTR after it doubled from $5.83 to $12 in 2023. I chased $AMD at $150 in 2025 after it had already doubled from its cycle low near $76. I chased $TSM at $112 in February 2024 after it had doubled from $56.90 in 2022. I chased $IREN after it 10x’d from $1.02 to over $10 in 2025. I chased $ONDS at $2 and higher after it 5x’d from $0.38 in October 2023, and I kept adding as it continued to climb (4x from my initial entries). I chased $HOOD in the $10–12 range after it doubled from its 2022 lows, then kept adding more between $70 and $77 in 2026. I chased $BB between $4.50 and $5.50 after it doubled from $2.01 in August 2024. I chased $TE at $6.50–$7.50 after it had already 6x’d from $0.92 in April 2025. The real edge isn’t avoiding stocks that have already doubled or tripled — it’s having rock-solid conviction and the discipline to hold through volatility. Pure fundamentals rarely give you that edge. What matters is a reliable mix of technical signals, whale momentum, sector tailwinds, and a clear narrative. Chasing strength has beaten waiting for “cheap” names every single time — as long as you know which ones still have fuel left and you’re willing to ride the waves. @cantonmeow @matthughes13 @chad_ventures @gabz_investing @sheslee @tonylee80 @Hiteshp99 @Nagetheworld

This is gonna upset a lot of people: But TA is astrology for traders. It's confirmation bias + trading human psychology about entries. Kinda like how people frontran $SPCE from $SPCX IPO expecting retail to mess up tickers by trading psychology. $SIVE didn't go up 1900% because of the golden cross space comet firebreathing dragon candle that someone is trying to sell for $499. It's because markets are pricing in future revenue from $JBL, $GFS that got announced. $AXTI didn't go up 8000% because the golden waterfall candle alert sounded back at $8. it's because of InP substrate, game theory on ASP hikes, export controls, photonics demand, and others. If you want to figure out psychologically what other regards are believing, you use TA. But for determining the actual upside... nah People have been drawing $120+ TAs on $IREN for the past idk how many months none of that crap matters when there's a $6B ATM that needs to be bought through first. It's by theme (eg. $LITE to $AAOI relations), any news catalysts that affect forward revenue, projections, macro news, earnings, float dynamics, and so on. Then you can just derive what MC that company should be at. So for entry points, sure you can use TA. For determining where the stock heads, just throw the tyrannosaurs rex omega-green candle indicator out the window.

As a thank you to all my incredible supporters on X, I’m releasing the latest video on $IREN and $CIFR from Dr. Cat @cantonmeow — available this week only. If you’re interested, go check it out! Every weekend, Dr. Cat helps me create more than 10 videos covering the core and trending stocks which we don’t want you to miss them this cycle. https://t.co/EQEd9BIa5m

Given my recent popularity, might be a good time to put out a PSA. Early followers have known this from the start: 1. I don't do any paid promotions, paid marketing, or accept outside gifts. But I appreciate all the recent outreach from companies! If you see or engage with something online related to any type of payment, it's fabricated for engagement or a scammer. The reason I don't want to is because I'm just posting on X for fun, and when money is involved it turns into a job (which I don't want it to feel like). Also, well off personally so I've never felt influenced by anyone outside. 2. The only "paid" thing I have is $1 subscriptions. That's all. From the very start, I've never taken a single penny outside of X subscriptions/creator sharing. Which is why I say in my bio: "I only use X, beware of imposters." Anyone approaching you to share an external community or app is a scammer or imposter. It's just very frustrating that people still fall for these impersonators. 3. I'm just one person posting my thoughts online. -> Not some institution or Illuminati team. Quality of research is "high" because I have a technical background. And I genuinely do this as a hobby researching supply chain ideas. There's not some "hidden" motive like a paid research group from Asia, it's just fun lol. 4. I will always disclose positions if I have them or if I don't. Very open and transparent about it. With Chinese equities I'm just posting research in hope it benefits people find conviction in critical companies in global supply chains. I don't have any positions / any financial incentives (so I can be impartial), and haven't privately discussed with anyone about ideas I post beforehand. Maybe it happens in Asia, but in the US it's highly illegal to be running groups or getting paid to post about companies. I'm just posting my ideas for free without outside influence, in case others like the idea. It probably seems odd, but I'm doing this as a hobby and for fulfillment of helping others. 5. I'm staying anonymous so I can just freely post my ideas online. Reason being is after I first posted negative things about $IREN, I would have a lot of personal IRL threats and harassment from dozens of accounts for me to stop. Don't want any personal safety or people around me to be at risk for just publishing free research online. Anyway, goal is to help out retail investors with free information synthesis; rather than just selling that directly to institutions. I'm sure this positive sum model might anger people along the way (who have expensive paywalls, or financial incentives) that might feel threatened by information democratization. But genuinely just sharing day-to-day thoughts for free. Very surprised by recent popularity but it helps me distribute compelling ideas to more people. And grateful Elon / X gave me an opportunity through X.

Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now YTD 153%+, from optimal structures (eg. $NVDA direct funding, mix of convertibles, etc.). - On the other hand, $CRWV has endless debt interest given they took out high interest rate loans to finance GPUs. It's extremely nuanced, but you need to take a look at the float dynamics. If they're legitimately a good company, then it might be a good idea to go long after all the existing holders get diluted to oblivion. But if you care about your equity appreciation, it's a good idea to stay far away from toxic financing structures or toxic overhang (eg. debt interest, that eats away at a company FCF long term) With smaller companies, they have this all the time, like $SLNH, where there's new $500m ATMs on a $250m MC. Or like $BKKT where there's endless dilution to fund executive pay. With these companies you're basically transferring your money over to the company while influencers talk about them. So those are red flags. With many software names like $SNAP, they mask stock-based compensation with profitability. So while the company optically looks profitable, you'll likely see the value of your equity decrease due to dilution. There's endless types of these share structures you need to look when screening ideas.

Some people will always tell you not to buy a stock once it has already doubled or tripled — but my experience has been the exact opposite. I’ve made it a habit to chase strong momentum names after they’ve already run hard, even 2x or 5x from my initial positions. Many of those decisions turned out to be highly profitable, especially when I sized them aggressively. For example: I chased $NVDA around $30+ in 2023 after it had already tripled from its 2022 cycle low near $10.80. I chased $PLTR after it doubled from $5.83 to $12 in 2023. I chased $AMD at $150 in 2025 after it had already doubled from its cycle low near $76. I chased $TSM at $112 in February 2024 after it had doubled from $56.90 in 2022. I chased $IREN after it 10x’d from $1.02 to over $10 in 2025. I chased $ONDS at $2 and higher after it 5x’d from $0.38 in October 2023, and I kept adding as it continued to climb (4x from my initial entries). I chased $HOOD in the $10–12 range after it doubled from its 2022 lows, then kept adding more between $70 and $77 in 2026. I chased $BB between $4.50 and $5.50 after it doubled from $2.01 in August 2024. I chased $TE at $6.50–$7.50 after it had already 6x’d from $0.92 in April 2025. The real edge isn’t avoiding stocks that have already doubled or tripled — it’s having rock-solid conviction and the discipline to hold through volatility. Pure fundamentals rarely give you that edge. What matters is a reliable mix of technical signals, whale momentum, sector tailwinds, and a clear narrative. Chasing strength has beaten waiting for “cheap” names every single time — as long as you know which ones still have fuel left and you’re willing to ride the waves. @cantonmeow @matthughes13 @chad_ventures @gabz_investing @sheslee @tonylee80 @Hiteshp99 @Nagetheworld

$IREN and $CIFR (June 5, 2026-daily charts) I first highlighted my bullish thesis on $IREN and $CIFR to the community back in early 2025, when they were trading at just $10 and $5 respectively. I’ve been holding both positions since early 2023 — even after trimming some in early 2024, my average cost remains under $0.01. Success in this market isn’t just about charts. It demands real holding power, dry powder, and unbreakable conviction.

Fun to see my highest conviction Neocloud pick in $NBIS age well. I wrote a thesis last year on the Neocloud sector becoming a major theme. And then picked the King. -> Nebius is #1 out of the entire sector from $IREN to $CRWV. $84 -> $260. Thesis validated by markets. https://t.co/RGOt3GSNjW

$IREN (June 3, 2026-daily chart) I first brought my community’s attention to $IREN when it was trading at $10 last summer in 2025. We bought all the way from $10 up to $48. I’m terribly sorry we had to baghold through the painful downturn in March when the stock dropped to $31 — even though Elliott Wave analysis had warned of a possible retest of $10. That said, my community trusted the process. We stayed disciplined, focused on a clean chart with reliable, backtested signals, and held strong. Once again, huge congratulations to all of you who rode with me. Let’s take $IREN back to all-time highs. To those who unsubscribed in the $30 range — the stock market has never been kind to impatience and weak conviction. Perhaps it’s best to simply follow the Elliott Wave experts… maybe you’ll do 200X better than me.

$NBIS has anime plot armor! Happy to hear Weebius has been outperforming the market and Neocloud basket ( $IREN / $CIFR ). Last year post MSFT earnings, I gave a prediction after Q4 earnings, Nebius would reach a $100B MC. We’re currently sitting at $60B MC, getting close! https://t.co/e96TirkJT8

I've known Danny for nearly 2 years now, and looking back, so many great things have happened since then. For many people, Danny was the person who helped bring tremendous value to their portfolios through companies like $PLTR, $IREN, $ASTS, $RKLB, and of course, the "gem" $AMD. For me, however, his impact went far beyond investing returns. Danny introduced me to a circle of incredibly intelligent people—great investors and traders with strong mindsets, positive attitudes, and a constant desire to improve. There's a saying: "Surround yourself with five millionaires, and you'll become the sixth." I truly believe the right environment can completely change your trajectory. Beyond the investment ideas, Danny helped me build my own project (my own Patreon) by giving me visibility through mentions, recommendations, and support whenever I needed guidance. For that, I'll always be grateful. I'm a firm believer that the good you put into the world eventually comes back to you. Among the people who have had the biggest influence on my investing journey and from whom I've drawn inspiration for both market ideas and content are: @dannycheng2022 @cantonmeow @TJTheWheelDeal @OptionNorth @matthughes13 @acethebulllly @redfoxryder @tonylee80 @sheslee @EWTracker @Micro2Macr0 @valerijatrades1 Thank you for everything you've contributed to my journey. 🙏 Your impact reaches much further than you probably realize.

听人说我在中文圈都快”闪光宝可梦”了, 哈哈哈。 拜托我也就是个普通人好吗！ 平时也就是随手写点自己的想法而已。感觉最近关注度高了，也莫名其妙招来了不少黑子和瞎编的谣言 跟最近那些胡说八道的传闻相反，其实我在推特上从来没删过任何一篇分析帖。 大家估计是把我跟哪个喊单 $IREN 的大board member给搞混了吧。 我就是喜欢找点不一样的选股角度，先让行情走一段，最后再看看到底打没打脸 我觉得最核心的无非就是踩中了下个大叙事，比如去年的 Neoclouds 和光子板块，或者今年的 800 vdc 和 CPO。 不过… 我还是非常感谢大家温暖的支持！

Look who joined team $NBIS. 5.6% is a pretty massive stake, maybe he realized by now it’s miles better than the dumpster fire that is $IREN. That being said: Nebius is now up ~3x since I went long last year. Weebius has plot armor. https://t.co/JYZvf3GJND

??? $RDDT is literally lower IQ than $IREN investors? I didn't do all this research on $AXTI ... Just for you all to make 380% on it, call it a $MU memory competitor and then a scam? The lack of technical literacy is exactly why I got banned from there. https://t.co/sgrFTgcwfM

@aizek0 https://t.co/lGKXopUati When the market is overexcited one day. My average cost for both $IREN and $CIFR is below $0 after trimming before.

You don’t need to time the exact bottom. Position sizing is far more important. I never tried to catch the absolute cycle low. Instead, I bought after strong rebounds of +50% to over +900% once the recovery was clearly underway — and simply sized my positions properly. This is what I’ve done with strong size over the past three years: $NVDA — Bought at $15.20 in Jan 2023 (+41% from cycle low $10.80) $PLTR — Bought at $8.80 (+51% from $5.83) $TSM — Bought at $112 in Feb 2024 (+97% from $56.90) $RKLB — Bought at $6 in Aug 2024 (+73% from $3.47) $ASTS — Bought at $20 in Aug 2024 (+915% from $1.97) $EOSE — Bought at $0.89 (+46% from $0.61) $IREN — Bought at $3 in Oct 2023 (+75% from $1.71) $CIFR — Bought at $3 in Apr 2023 (+687% from $0.38) $AMD — Bought at $110 in May 2025 (+45% from $76) $HOOD — Bought at $10 in Dec 2023 (+47% from $6.81) Main lesson: Timing the exact bottom is overrated. Getting the position size right and buying once the trend has turned matters much more for long-term results. Big winners come from conviction + proper sizing, not from buying at the perfect price!

$IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities on X finally learned to read? $NBIS is objectively the better Neocloud, with actual financing. -> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos and dilute for GPUS. $NVDA actually gave $NBIS capital. -> $IREN is facing endless dilution like $BKKT, $ASST, $SLNH as retail wealth transfers capital over from $6,000,000,000 ATMs, on a dwindling “5 GW capacity” moat. $NBIS actually uses equity appreciating financing structures. And this is reflected in the YTD differences between them both. I’ve said the same thing last year too. One is up ~100%. The other is flat, and even negative depending on entry points. IREN is literally a marketing company at this point by how they manage to convince retail to wealth transfer over capital.

$POET and $IREN literally both won the Fake it Until you make it award. -> Grey area endless marketing of crap through influencers. -> Diluted retail enough to hoard tons of cash -> Cash is sets baseline Market Cap. Now $POET probably has around $830M pure cash from dilution after $400m private placement. While their marketcap was sitting under $500m last year.

Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing. Just look at $AMZN or $GOOGL over the past 15 years. If people "trim" it often triggers taxes. And a lot of corrections are typically less than those taxes paid. By the time a "50% crash happens", it's probably already compounded hundreds of even thousands of percent. If people need to pay expenses, once you hit 7-8-9 figures, you can always borrow against those assets and keep letting them appreciate. NFA, just personal opinion. You all do you, but it's highly, highly, dependent on the companies you pick. Can't do this with something trash like $IREN. But I do believe $NBIS is positioned to be the next hyperscaler.

They Called Every One of My Buys a Bubble: $NVDA, $TSLA, $PLTR, $AMD, $NBIS, $IREN, $ONDS… Now Trump Is Buying (May 15, 2026) When I bought my first $NVDA shares in January 2023, everyone called it a bubble — the P/E ratio had soared to 114.8x. When I picked up $PLTR at $8.80, the verdict was the same: just another overhyped meme stock with no real business or valuation. In the summer of 2024, I started reloading $TSLA below $170, only to be told it was obviously in a massive bubble with its triple-digit P/E. In May 2025, I added $AMD near $110, and the permabears once again insisted the top was in. Since last summer, I’ve been steadily accumulating $NBIS, $IREN, and $OND — and the “this is a bubble” warnings followed me there as well. Now, deep into 2026, the bubble chorus has only grown louder. Yet President Trump continues to load up on stocks himself. So the question is simple: will the bubble bears finally be right… or will Trump win again?

As I said before $IREN is basically dogsht compared to $NBIS. $NVDA didn’t give $IREN funding yet. So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means. It’s an endless dilution machine just because they secured power. I call $IREN holders 0 IQ because they just buy in it to get diluted without understanding nuances of financing. Nvidia actually gave $NBIS funds. While Nvidia got a free no-risk purchase agreement for allowing $IREN to use their logo. $IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.

$IREN (May 12, 2026-weekly chart) Dilution or not, I haven’t sold a single share of $IREN and I’m still holding strong. I still remember a few of my former Patreon subscribers asking why I bet big on $IREN and kept buying from $38 all the way up to $48 during the last drawdown. The truth is, I simply trust my charts. I can’t give you any financial advice, but I shared my buy orders and signals so many times I’ve lost count. At the end of the day, the stock market rewards those who stay long and ride the rally instead of trying to trade in and out!

I still am bearish on $IREN. Algorithms/retail probably read $NVDA + $IREN partnership and bought it up. However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes. So $IREN can continue selling their $6,000,000,000 ATM into retail investors. It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B. This wasn't Nvidia directly funding $IREN yet, just a risk free option to. There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.

@aleabitoreddit $IREN announcement 🤯

$IREN (April 24, 2026-daily) Am I dumb for still holding $IREN from $2.8? The chart speaks a thousand words! https://t.co/HMb9UF4PUk