Figroad @figroad

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

a month 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

18 39 286 181K 100

@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.

$WYFI Wow, dis not realize Leopold Aschenbrenner was the # holder through his Situational Awareness fund. Plus the Cerebras ties, this one could get silly!

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

3 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.

0 1 4 5K 0

$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

6 months ago

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

6 7 85 31K 7

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

6 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.

29 42 379 105K 38

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

keyboard_arrow_left Previous keyboard_arrow_right Next

$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.

Who has signed major AI deals? WULF, CIFR, IREN, HUT, BTBT (WYFI) Who hasn’t signed major AI deals? CLSK, RIOT, BITF, BTDR Who isn’t even talking about AI deals? MARA What do you notice about this list?