HOW FAR POPULAR STOCKS ARE FROM THEIR 52-WEEK HIGHS AI Utilities • $IREN $24.91 (-67%) • $NBIS $158.74 (-45%) • $HUT $61.23 (-54%) • $CORZ $13.10 (-55%) • $CRWV $54.24 (-61%) Photonics • $AAOI $67.51 (-70%) • $LITE $756.17 (-33%) • $COHR $209.29 (-51%) • $AEHR $55.31 (-62%) Space • $RKLB $52.60 (-65%) • $ASTS $39.79 (-70%) • $PL $13.41 (-74%) • $SPCX $147.49 (-30%) Quantum • $IONQ $31.27 (-57%) • $RGTI $11.52 (-74%) • $QBTS $11.66 (-69%) • $QUBT $6.56 (-61%) Drones • $AVAV $123.25 (-69%) • $KTOS $38.68 (-70%) • $MRCY $74.87 (-41%) • $ONDS $6.20 (-56%) Nuclear • $OKLO $26.35 (-82%) • $UUUU $7.52 (-73%) • $SMR $5.38 (-88%) • $LEU $102.45 (-74%) CPU • $AMD $516.79 (-20%) • $INTC $86.96 (-38%) • $ARM $210.33 (-52%) • $AMKR $39.30 (-58%) Physical AI • $TSLA $372.22 (-24%) • $AMZN $248.00 (-13%) • $SYM $39.28 (-55%) AI Power • $EOSE $1.73 (-91%) • $BE $193.30 (-44%) • $NVTS $8.38 (-74%) • $VRT $194.32 (-48%) AI Connectivity • $AVGO $321.68 (-33%) • $ALAB $257.16 (-47%) • $CRDO $147.29 (-51%) • $MRVL $228.51 (-28%) AI Hardware • $NVDA $210.96 (-12%) • $TSM $418.51 (-14%) • $ASML $1,571.80 (-21%) • $MU $877.55 (-28%) • $SKHY $137.02 (-31%) • $SNDK $1,238.03 (-47%) AI Applications • $PLTR $196.75 (-6%) • $NOW $158.96 (-16%) • $CRWD $257.57 (-8%) • $SNOW $325.43 (-12%)

Last Wed-Fri, Strive acquired 1,223 BTC at an average cost of $81,734 per bitcoin, bringing holdings to ₿36,818. - SATS IPO proceeds settle this Tuesday - Strive plans to maintain current 18-month dividend reserve - Traditional warrants are expired $ASST $SATA $SATS

Now stacking sats with double the horsepower.

Bitcoin right now:

Breakingviews - COMMENTARY: Bankers are sitting on a $4 trln rotten nest egg reut.rs/4rTxTEi reut.rs/4rTxTEi

JUST IN: Strive CEO Matt Cole just said, "We want to be the fastest horse, but I would want nothing more than Strategy buying tens of billions in #Bitcoin via digital credit over the next bull run." "It is clear that we are stronger together. Saylor is a visionary." 🔥🙌

Daily wrap: $STRC (Strategy): Closed at $98.80, still below par. 1.8M shares traded, no ATM activity. SATA (Strive): Right at $100—495k shares for ~312 BTC estimated. Strong day, seventh-biggest ATM session yet. Combined: ~312 BTC STRC.live

Today we hit an important architectural milestone. We've officially brought multi-rack @NVIDIA Vera Rubin NVL72 clusters into production. By connecting hundreds of Rubin GPUs into a single, scale-out cluster, we are delivering the unprecedented capacity needed for the next generation of agentic AI workloads. Tech Target breaks down how we are pushing the limits of AI infrastructure at scale: techtarget.com/ai/news/36665…

Keel Infra is down 16% after douchebag @GovernorShapiro’s new EO froze data center fast-track permits. But, $RIOT is excelling with a $9B Anthropic lease deal in TX. This is a brutal reminder that power’s nothing w/o permits! Thx @CaptainKeel dipsh*t for all of the delays! $KEEL

THE NEW AI INFRASTRUCTURE STACK Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference: Layer 1 | Power, Grid & Real Estate • $NEE building renewable power backbone hyperscalers need to scale AI • $CEG monetizing 24/7 nuclear power AI data centers increasingly require • $TLN building behind the meter nuclear power model for AI campuses • $IREN turning scarce power & interconnects into hyperscale AI capacity • $DLR owning physical real estate underneath global AI infrastructure • $EQIX owning interconnection layer where AI networks & clouds meet Layer 2 | Physical Datacenter, Shell & Cooling • $VRT building 800V DC powertrain needed for next jump in AI rack density • $SMCI assembling liquid cooled rack systems that turn GPUs into usable compute Layer 3 | Silicon & Hardware • $NVDA building compute platform underneath AI economy • $AMD building second full stack accelerator platform at hyperscale • $AVGO designing custom AI silicon behind Google TPUs & Meta MTIA as hyperscalers move deeper into proprietary compute • $GOOGL turning TPUs from an internal advantage into a hardware business sold directly into customer data centers • $INTC turning 14A into a real external foundry business with $TSLA as an anchor customer and its largest reported foundry deal yet • $ARM moving into full server CPUs & capturing the full value of the chip instead of dollars per core Layer 4 | Scale Up & Scale Out Networking • $ANET building Ethernet backbone connecting hyperscale AI clusters • $CSCO extending enterprise networking into AI data center fabric • $CLS manufacturing physical networking hardware connecting AI clusters Layer 5 | High Performance Storage • $PSTG using DirectFlash to reclaim power & rack space for AI infrastructure • $DELL bundling servers & storage into an integrated enterprise AI stack • $NTAP connecting enterprise data estates to cloud AI workloads • $HPE bringing enterprise storage into an infrastructure as a service model Layer 6 | Orchestration & Workloads • $IBM turning Red Hat OpenShift into enterprise control plane for private & hybrid AI deployments • $NTNX bringing AI infrastructure stack into private & on prem environments Layer 7 | GPUaaS & Cloud • $CRWV proving GPU residual value with fully priced A100 capacity contracted through 2029 • $NBIS building an AI cloud around 5GW of contracted power with customers prepaying 50% of capex • $DOCN bringing AI compute & inference below hyperscale cloud layer • $MSFT turning Azure into one of largest distribution layers for AI compute • $AKAM pushing AI inference closer to where users consume it • $AMZN monetizing AI through hyperscale cloud infrastructure & its own silicon • $ORCL building AI cloud capacity against a heavily concentrated backlog of large customer commitments Layer 8 | Model Execution, Tokens & Agents • $NET becoming distribution layer between AI agents and the internet as non human traffic crosses more than 50% of its network • $FSLY moving inference closer to the end user through edge compute

UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $40 • $NBIS $153 • $CIFR $14 • $CRWV $67 AI Power • $ON $79 • $BE $157 • $NVTS $8 • $VRT $219 AI Connectivity • $AVGO $414 • $ALAB $251 • $CRDO $224 • $MRVL $164 AI Hardware • $NVDA $209 • $TSM $382 • $ASML $1,507 • $MU $818 AI Applications • $PLTR $169 • $NOW $124 • $CRWD $168 • $SNOW $250 Physical AI • $TSLA $369 • $AMZN $245 • $GOOGL $335 • $VPG $84 Space • $RKLB $81 • $ASTS $73 • $PL $23 • $RDW $13 Quantum • $IONQ $26 • $RGTI $13 • $QBTS $16 • $INFQ $8 Drones • $ONDS $8 • $AVAV $175 • $KTOS $52 • $MRCY $99 Nuclear • $OKLO $43 • $UUUU $12 • $GEV $942 • $LEU $182 CPU Bottleneck • $AMD $418 • $INTC $95 • $ARM $235 • $AMKR $51 Photonics • $AAOI $101 • $LITE $713 • $COHR $304 • $AEHR $85

The market is always looking ahead. So are we. Here are the 50 stocks with the highest projected revenue growth for 2027 📈🚀 1. $IREN | IREN - 243.1% 2. $NBIS | Nebius - 190.8% 3. $CRWV | CoreWeave - 96.5% 4. $LITE | Lumtentum - 90.1% 5. $SPCX | SpaceX - 83.0% 6. $AMD | AMD - 70.3% 7. $AVGO | Broadcom - 63.3% 8. $BE | Bloom Energy - 62.0% 9. $MU | Micron - 59.8% 10. $FTAI | FTAI Aviation - 58.2% 11. $DOCN | DigitalOcean - 52.7% 12. $SKHY | SK hynix - 49.8% 13. $FPS | Forgent Power - 48.6% 14. $CRDO | Credo Technology - 48.1% 15. $ORCL | Oracle - 45.8% 16. $PLTR | Palantir - 45.5% 17. $MRVL | Marvell - 45.1% 18. $ALAB | Astera Labs - 44.2% 19. $LSCC | Lattice Semiconductor - 44.1% 20. $NVDA | Nvidia - 40.1% 21. $VACN | VAT Group - 39.4% 22. $RKLB | Rocket Lab - 38.9% 23. $COHR | Coherent - 36.5% 24. $ARM | Arm - 35.3% 25. $RHM | Rheinmetall - 34.7% 26. $KOG | Kongsberg Gruppen - 34.7% 27. $GH | Guardant Health - 34.6% 28. $BESI | BE Semiconductor - 33.1% 29. $TSM | TSMC - 32.4% 30. $STX | Seagate - 32.2% 31. $WDC | Western Digital - 32.2% 32. $III | 3i Group - 31.6% 33. $SSNLF | Samsung - 30.5 34. $RDDT | Reddit - 30.0% 35. $VRT | Vertiv - 29.4% 36. $AMAT | Applied Materials - 28.9% 37. $APP | AppLovin - 28.7% 38. $CG | The Carlyle Group - 28.7% 39. $AXON | Axon - 28.2% 40. $EQT | EQT AB - 27.6% 41. $NET | Cloudflare - 27.6% 42. $MELI | MercadoLibre - 27.5% 43. $MTSI | MACOM Technology - 26.8% 44. $CIEN | Ciena - 26.6% 45. $ASM | ASM International - 26.0% 46. $SNOW | Snowflake - 25.7% 47. $AFRM | Affirm - 25.7% 48. $ASML | ASML - 25.6% 49. $ANET | Arista Networks - 25.4% 50. $HOOD | RobinHood - 25.4% Source: @KoyfinCharts 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Revenue TTM >$500M - Gross Profit Margin >30% - Revenue est. 2027 >25% - No biotech, mining companies - Marketcap >$10B What are your favourite growth stocks for 2027? 🤔🚀

Team, we can’t control the day-to-day moves in $CIFR , but I have never been more excited about what’s coming. Thank you for your patience, and apologies for the bumps. I promise we are doing everything we can to reward your support, and the future is bright.

THIS HAS TO BE THE STORY OF 2026 Ken Griffin’s Citadel was pushing surprise-rate-hike fears just days before the AI trade collapsed and forced 4x-levered Leopold Aschenbrenner's Situational Awareness to unload its book near the lows. Citadel then reportedly bought most of those assets at significantly lower prices knowing that if sentiment deteriorated enough the fund could be forced to sell which makes the entire sequence look absolutely ruthless. This is why the stock market is the greatest game on Earth.

We’re gonna need more charts.

This Volatility in $MSTR & $STRC might just be the best thing that happens to Strategy. -> If they continue to pay the dividend & get back to par, this would prove how resilient the capital structure is. This crash will be a showcase for the future on the strength of Strategy!

Another Orange Star

Literally could not be more bullish on Bitcoin. - SATA about to start daily dividends - STRC about to start semi-monthly dividends - MSTR volume sucking up Bitcoin - CLARITY Act on the way - Oversold according to almost every indicator - ETF plumbing keeps expanding - Metaplanet prefs soon? - Interest expense pressure - Satanic global debt machine running hot - Bitcoin becoming productive collateral - Strategic Bitcoin Reserve "proceeding with all deliberate speed” - come on Bessent, don't screw us - Business cycle expansion - State level Bitcoin reserves - RIA allocation ramps slowly normalizing 1-5% exposure - Halving in under two years - QT end / liquidity pivot coming eventually - Rate cuts on horizon - Fiat credit stress - Wars proving use case - Bearish sentiment near peak exhaustion Everyone is bored while the most bullish Bitcoin setup in history is quietly loading.

Our corporate @Strategy is to increase net Bitcoin and Bitcoin per share over time. Rumors otherwise are just rumors.