The Tech Investor

I believe these 20 stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $359 -22%🔴 2- $NVDA $92 -39%🔴 3- $AMZN $170 -29%🔴 4- $GOOGL $144 -30%🔴 5- $META $500 -32%🔴 6- $AVGO $144 -42%🔴 7- $TSLA $235 -51%🔴 8- $TSM $144 -35%🔴 9- $PLTR $72 -42%🔴 10- $NOW $707 -40%🔴 11- $AMD $84 -54%🔴 12- $CRWD $318 -30%🔴 13- $ANET $63 -52%🔴 14- $APP $215 -58%🔴 15- $AXON $496 -30%🔴 16- $DDOG $87 -49%🔴 17- $TTD $45 -67%🔴 18- $MPWR $477 -50%🔴 19- $DUOL $290 -34%🔴 20- $HIMS $25 -65%🔴

🚨JUST IN: $GOOGL $195B TO $205B FOR FY26 WILL REMAIN UNCHANGED

🚨BREAKING: $GOOGLE CLOUD REVENUE GREW 103% 🤯🤯🤯

Q3 is in the books! We’re now on a half-trillion annual revenue run rate, with Alphabet revenues growing at 25%. - Our AI investments are driving overall Search query growth, including commercial queries - our YoY query growth rate is the highest it’s been in the last five years. - Google Cloud revenue grew 103%, powered by extraordinary demand for our AI infrastructure and AI solutions. Our 1P model APIs now process nearly 32B tokens/min (up 40% QoQ). - Strong momentum in model progress with Argon and Carbon leading the frontier, and Genie 4 our most advanced new world model yet. Thanks to our partners and employees around the world. More to share on the call soon!

🚨JUST IN: $IREN and Wingspire Equipment Finance Complete $363MM Financing for High-Density AI Compute

🚨JUST IN: $IREN and Wingspire Equipment Finance Complete $363MM Financing for High-Density AI Compute

🚨JUST IN: $IREN $74 PT maintained at H.C. Wainwright

When it’s scary to buy, that’s likely the bottom: $WYFI +13%🟢 $SLNH +12%🟢 $NBIS +9%🟢 $CIFR +9%🟢 $APLD +8%🟢 $IREN +7%🟢 $IREN Q1'27; Nov 5

Dan or Elon will probably acquire these neoclouds: $WULF $APLD $BTDR $SHAZ $DGXX

Of the 200+ neoclouds, "Some will make it through, but not many." Elon Musk $IREN, $NBIS, and $CRWV have the highest potential to make it.

🚨JUST IN: Chamath on neoclouds "Some are definitely better than others." In September, $IREN & $NBIS were named by Chamath as the expected top winners in the era of open source models.

As someone with a portfolio of energized land assets here is what I am seeing: 1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however. 2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3). 3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening. All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one). This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them. 2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.

🚨 On Minerva Platform ($IREN, $NVDA, and 650 Group) 1. $IREN VP of AI Cloud Jason Forrester (has over 20 years experience in networking including working for $AAPL, $IBM, and founding SnapRoute, which was built by ex Apple engineers.) 2. Gilad Shainer, Vice President of Networking at NVIDIA. 3. Alan Weckel, 650 Group co-founder: Source: $NVDA YouTube channel

🚨JUST IN: $IREN IS PARTNERING WITH $NVDA TO LAUNCH MINERVA, NVIDIA’S NEW AIOPS PLATFORM, ON $IREN AI CLOUD Minerva is part of the full-stack $NVDA Vera Rubin platform.

IREN is partnering with NVIDIA to launch Minerva, NVIDIA’s new AIOps platform, on IREN AI Cloud. Our VP of AI Cloud, Jason Forrester, joins NVIDIA’s Gilad Shainer and 650 Group’s Alan Weckel to explore how IREN’s approach to AIOps enhances visibility, strengthens operations and keeps compute productive. Watch the conversation: youtu.be/MWVjiWYs1sw

🚨JUST IN: $IREN to Release Q1 FY27 Results on November 5, 2026

🚨JUST IN: $NVDA CEO on neoclouds We invested in them because I think it’s a good investment. FinX source: @wallstengine