| Tech & hard-tech fundamentals | FCF, moats & valuation | Long-term framework over short-term noise | NFA
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Joined April 2021
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📌 $SOFI — THE BULLISH CATALYSTS ARE PILING UP!
SOFI isn't just growing. It's expanding into the future of finance.
🔥 Record Q3 revenue: $1.4B (+44%)
📈 Net income: $241M (+73%)
🤝 Mastercard partnership now LIVE
💵 $25B card program moving to stablecoin settlement
🚀 New SOFIE tokenized deposits offering 4.40% APY
🌎 Expanding into banking, crypto & digital payments
My take: SOFI is building a powerful financial ecosystem at the intersection of fintech and blockchain.
More growth. More opportunities. More potential revenue streams.
I'm bullish on SOFI's long-term future.
If you're holding $SOFI, follow me. I'll keep sharing the catalysts that matter. 👀
#SOFI #Fintech #Crypto #Stocks
🔥🔥 To everyone following and holding $SOFI:
I added another 3,000 shares today.
My total position now stands at 18,000 shares.
I remain bullish on its long-term growth prospects. SOFI still has massive room to grow. 🚀
Who else is holding with me? Follow me for further updates.
#SOFI #StocksToWatch
Big news for $IREN bulls! 🔥
IREN just highlighted how its multi year partnership with Perplexity will support one of the fastest growing AI platforms.
Perplexity will run workloads on NVIDIA Blackwell Ultra GPUs at an IREN data center, powering the models and agents behind Perplexity Computer.
Perplexity handles more than 1.5 BILLION questions every month and serves over 50,000 organizations daily.
This is another strong validation of IREN's growing role in the AI infrastructure ecosystem.
And this is exactly why I remain extremely bullish on
$IREN
!
🔥🔥 To everyone following and holding $SOFI:
I added another 3,000 shares today.
My total position now stands at 18,000 shares.
I remain bullish on its long-term growth prospects. SOFI still has massive room to grow. 🚀
Who else is holding with me? Follow me for further updates.
#SOFI #StocksToWatch
Here are the 5 stocks I’m currently most bullish on and keeping a close eye on:
1. $SOFI
Just delivered a blowout Q3: $1.4 billion in revenue (+44% YoY), $241 million in net profit, and a member base exceeding 17.1 million. The company also raised its full-year guidance and provided an outlook through 2027. Having transitioned from burning cash to consistent profitability, the quality of its growth is steadily improving—it’s the most solid "execution story" in the fintech space.
2. $KEEL
The CEO hit the nail on the head: "Electricity is the true bottleneck of this era. Whoever secures the power and the site first holds the golden ticket to the AI age."
The company is putting this vision into action—construction is underway at the Moses Lake site, liquidity is strong, and a pivotal earnings report is coming up on November 5th. What the AI infrastructure sector truly lacks isn't concepts, but tangible power and physical space—and $KEEL is positioned exactly where it’s needed most.
3. $ASTS
Direct-to-cell satellite connectivity is moving from a "story" to reality, with a $1.3 billion backlog, a healthy cash position, and commercial services on the horizon. The patience of the "SpaceMob" (the company’s dedicated investor community) is being rewarded; short-term volatility doesn't change the long-term potential.
4. $NBIS
Its AI cloud business is seeing explosive growth—Q2 revenue surged over 400% YoY—driven by a steady stream of major contracts and new financing. As a key player in Europe’s AI infrastructure, its growth momentum remains robust.
5. $IREN
Having fully pivoted toward AI cloud services, the company recently secured $363 million in equipment financing, with its contracted ARR (Annual Recurring Revenue) continuing to climb. Its transformation from a crypto miner to an AI infrastructure provider has reached a critical validation phase—keep a close watch on its November 5th earnings report.
True opportunities are often hidden within such underappreciated execution capabilities. These are the 5 stocks I’ll be focusing on moving forward. Follow me for regular updates.
$ASTS
shareholders, sleep easy Cramer just said, "We’re fighting the Fed"—and once again, the "inverse Cramer" indicator has worked its magic.
The story of direct-to-cell satellite connectivity is only just beginning; the patience of the SpaceMob has finally paid off. Time to close the app and get some good sleep.
Ready for liftoff again tomorrow! #ASTS #SpaceMob
WallStreetWhale retweeted
Google Stats:
$GOOGL Price is now furthest away from its 50dma since the April Liberation Day 2025 lows.
$GOOGL Price is now furthest away from its 200dma since the April Liberation Day 2025 lows.
$GOOGL Price is now one of the furthest away from its lower Bollinger Bands in history.
Stuff it in the LT Port. Swallow the key, and come back to me in 12 months.
$SOFI might be the hottest chart in the market right now… The MOAT trendline couldn’t be more precise or clearer. Bulls, either keep pushing higher or wait and see.After the October 27 earnings beat, it launched straight from the mid-14s to above 17.
Same support successfully flipped, higher highs stacking up, perfect bounce off the Mini Mother of All Trendlines (MOAT).
Earnings rocket?? Bounce! Bounce! Breakout! Moon!Either keep running or just wait and watch.
WallStreetWhale retweeted
This is the real story.$ANT sitting on $132B cash looks insane…
until you realize they’ve already locked in hundreds of billions in future compute spend with $AVGO, $GOOGL and $SPCX.That’s not just “AI growth.”
That’s a forced multi-year buying spree for chips + power + data centers.The companies that actually deliver the capacity (the picks & shovels) are the ones that win when these commitments turn into real demand.This is why I’m loaded in AI infrastructure over pure model pure-plays.Who else is positioned on the supply side of this wave?
WallStreetWhale retweeted
One of
$ASTS
biggest advantages is that AT&T and Verizon already control ~670 MHz of spectrum combined and serve over 300M mobile customers. And because ASTS can use their compatible low-band spectrum to fill coverage gaps rather than replace cell towers it doesn't need nearly
WallStreetWhale retweeted
One of $ASTS biggest advantages is that AT&T and Verizon already control ~670 MHz of spectrum combined and serve over 300M mobile customers.
And because ASTS can use their compatible low-band spectrum to fill coverage gaps rather than replace cell towers it doesn't need nearly as much satellite capacity to scale.
WallStreetWhale retweeted
$KEEL 🚨
2.2 GW of power is just potential.
Signed AI data center leases are the real catalyst.
Power gets attention.
Signed deals create real value.
November 5 earnings could be a major turning point 👀
Who’s positioned before the next catalyst drops?
Follow me for the real updates on $KEEL + AI infrastructure plays 🔥
#KEEL #AI #DataCenters
WallStreetWhale retweeted
$IREN
just secured $363M in financing backed by GPUs already generating revenue under multi-year customer contracts. Pretty interesting considering all the concerns around AI lending because IREN can now borrow against existing infrastructure to fund its next buildout without
WallStreetWhale retweeted
My portfolio is printing money today 🔥$NBIS +11.22%
$CRWV +7.94%
$ASTS +6.36%
$KEEL also greenWhile everyone is still arguing about which AI stock to buy, I’ve been quietly stacking the actual picks & shovels:• Nebius → full-stack AI cloud
• CoreWeave → pure GPU muscle
• AST SpaceMobile → direct-to-phone satellites
• Keel → data center power infrastructure1200 shares of $NBIS alone is already up over $20k.This isn’t a meme portfolio.
This is the infrastructure layer of the AI boom.Who else is loaded up on these instead of just chasing the big names?Drop your positions below 📷If you want more real portfolio updates + AI infrastructure plays that actually move…
Follow me so you don’t miss the next one 📷Not financial advice.
Deutsche Bank estimates
$NVDA
GB300 GPUs can rent for up to ~$14 an hour versus just $3.50 for H100s with some contracts generating ~$60M per MW annually. That puts 1 GW of AI compute at ~$48B in annual revenue based on blended pricing which helps explain why securing power is
