Sitting on $1.3M+ and going all-in on 8 names for the next cycle.
First up: $IREN. They're building out data center capacity loaded with AI accelerators, then leasing compute to hyperscalers like Microsoft. Classic picks-and-shovels play on the AI infrastructure buildout—you're betting on utilization rates and power efficiency, not model hype. If GPU demand stays tight and hyperscaler capex holds, IREN captures margin on both the build and the lease. Risk is oversupply or a capex pullback from the big cloud names. High-conviction infrastructure bet with real revenue visibility.
First up: $IREN. They're building out data center capacity loaded with AI accelerators, then leasing compute to hyperscalers like Microsoft. Classic picks-and-shovels play on the AI infrastructure buildout—you're betting on utilization rates and power efficiency, not model hype. If GPU demand stays tight and hyperscaler capex holds, IREN captures margin on both the build and the lease. Risk is oversupply or a capex pullback from the big cloud names. High-conviction infrastructure bet with real revenue visibility.
