The Tech Investor

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@TheTechInvest

Fulbright Fellow & Cambridge PhD Reject Turned Full-Time Investor | All-In On AI Infrastructure | Stocks That Could Double In 12 Months | MA @Dartmouth | NFA

Hanover, NH Joined May 2024

41 Following 67K Followers 6.4K Posts

Latest posts 5

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The Tech Investor @TheTechInvest Apr 25

Nearly 50% of these companies doubled or tripled since April 2025 including 3 trillion dollar companies:

1. $MSFT +17%🟢
2. $NVDA +126%🟢
3. $AMZN +55%🟢
4. $GOOGL +134%🟢
5. $META +35%🟢
6. $AVGO +191%🟢
7. $TSLA +59%🟢
8. $TSM +179%🟢
9. $PLTR +97%🟢
10. $NOW -36%🔴
11. $AMD +314%🟢
12. $CRWD +40%🟢
13. $ANET +180%🟢
14. $APP +107%🟢
15. $AXON -20%🔴
16. $DDOG +48%🟢
17. $TTD -46%🔴
18. $MPWR +242%🟢
19. $DUOL -64%🔴
20. $HIMS +20%🟢

The Tech Investor Verified account @TheTechInvest Apr 5, 2025

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%🔴
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The Tech Investor @TheTechInvest 16h

🚨JUST IN🚨

$IREN CCO:
"IT WAS 2 TO 3 YEARS TO BE ABLE TO GET AN OPERATING DATA CENTER ONLINE. NOW 7+ YEARS IN MOST JURISDICTIONS."

1:54

The Tech Investor @TheTechInvest 1d

🚨 $IREN $40M per MW for short term deals is Dan answer to the clouds that were obsessed with announcing deals every two months.

1:46

The Tech Investor Verified account @TheTechInvest 2d

$IREN Staggering Numbers:

1. Prepayments: a customer paying 90% of the GPU CapEx upfront.
2. Short term deal at $40M per MW.
3. 5Y deals at $22M per MW.
4.35GW pipeline. [We are not even here for the 5 GW of secured power. We have got a vision, we want to pursue it. IREN CEO ]
5. Q1'27: $200M versus Q1'26: $7M.
6. $9B cash + commitments
7. Over 90% of FY2027 CapEx is already covered.

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The Tech Investor @TheTechInvest 2d

$IREN Staggering Numbers:

1. Prepayments: a customer paying 90% of the GPU CapEx upfront.
2. Short term deal at $40M per MW.
3. 5Y deals at $22M per MW.
4.35GW pipeline. [We are not even here for the 5 GW of secured power. We have got a vision, we want to pursue it. IREN CEO ]
5. Q1'27: $200M versus Q1'26: $7M.
6. $9B cash + commitments
7. Over 90% of FY2027 CapEx is already covered.

The Tech Investor Verified account @TheTechInvest 2d

$NBIS is down 20% because of these statements:

$IREN & $CRWV quarters are stronger.

Yet, $NBIS down by 70% is a steal. Rare buy opportunity!

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The Tech Investor @TheTechInvest 2d

$NBIS is down 20% because of these statements:

$IREN & $CRWV quarters are stronger.

Yet, $NBIS down by 70% is a steal. Rare buy opportunity!

The Tech Investor Verified account @TheTechInvest 2d

🚨BREAKING: $NBIS BEAT THE STREET’S ESTIMATES FOR REVENUE BY 8%; EPS BY 149%

INSANE QUARTER!

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