Openroar (@Openroar) header
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$OPEN Space Force Previous member of the $OPEN Aarmy

Tempe, AZ
Joined February 2023
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Trump 2.0 has been a failure. Wars, rising oil prices, stubborn interest rates, economic uncertainty, and a stock market getting hammered. Everything feels like a complete shit show. Where exactly is the economic prosperity we were promised? #timetomoveon
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If AI compute demand keeps growing while new data center development gets delayed, what happens to the value of the capacity that’s already powered, permitted and ready to go? 🤔 $IREN $CIFR $SLNH
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Openroar retweeted
$SLNH | @Tipranks Still 1 rating of a BUY with PT of $4 Expecting more analyst ratings soon
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Market has lost its mind.
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I ran the numbers on AI compute demand. The numbers told me to buy more data centers. Very sophisticated model. Lots of buttons. $IREN $CIFR $SLNH etc..
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Public service announcement: Most people aren't built for individual stock investing. Please proceed to your nearest bank, wait patiently behind a couple of 80-year-olds, and ask about their best CD rates.
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2 things are certain. Demand for homes and compute will continue. $OPEN $IREN $CIFR $SLNH etc...
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manipulated markets.
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$IREN Who do you listen to, Wall Street or Tech CEOs? Morgan Stanley’s Andrew Slimmon made it clear: “You have all the smartest guys in technology land. They’re saying the demand for compute is way ahead of supply and we’re going to invest to take advantage of that. So, who do you bet on?” Tech leaders are doubling down on AI capex because demand is exploding. FYI Morgan Stanley has approx $180M exposure on $IREN
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Openroar retweeted
Neocloud rally incoming... It'll be even more aggressive this time. > Just had a reasonable (and healthy) pullback the last couple of weeks > Received many more catalysts, including $NBIS and $CRWV being included in the Nasdaq-100 We have until June 22nd before Nasdaq rebalance takes effect. Gives us exactly one week to plant our seeds before the real run begins. Our thesis has gotten much stronger with these validations. Companies like $BTDR, $CIFR, $CLSK, $HUT, $IREN, $KEEL, $MARA, $WULF, $SLNH, and many more will benefit. And there seems to be a few names that have pretty high asymmetry relative to its competitors... Will share my research soon.
If you missed my $NBIS call at $39.60, or my $IREN call at $6.30... it's okay. The entire Neocloud theme is heating up again. I'll share a couple undervalued names this week. Don't miss out. 🤝
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It's true.
Today is basically a throwaway day. Fridays have been dominated by Jane Street, Citadel, Millennium, Virtu, etc. It's all gamesmanship and trading back and forth to move prices in the most manipulative path on options expirations. Today is also end of month. Going golfing now.
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$SLNH is a data center stock with a market cap under $300 million. I don't see this lasting much longer...
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$CIFR and the need for compute will only increase...A.I. is only in its infancy.
Interesting commentary on CIFR from Cantor Fitzgerald today
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It's true.
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If true 🚀
BREAKING: There is now a reported draft of a U.S.-Iran agreement reached via Pakistan mediation and an announcement is expected within hours - Deal reportedly includes an immediate comprehensive ceasefire across all fronts. - Parties would agree not to target infrastructure, while freedom of navigation in the Persian Gulf and Strait of Hormuz would be guaranteed under a joint monitoring mechanism. - Sanctions would be gradually lifted in exchange for Iran’s compliance, with talks on unresolved issues set to begin within seven days. So, we've seen things like this before...maybe this one is more legitimate because of the Pakistanis being involved along with the fact that Trump canceled his AI executive order signing ceremony today...oil just fell below $100 so if this is true, we'd probably be finding out soon.
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$OPEN i like the stock
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$EMJX bears are about to get absolutely torched 🍞🔥🔥 Y’all been crying about $SRXH for weeks… meanwhile the $EMJX ticker flip + full crypto treasury + AI takeover is loading in the background 😂 When this thing flips and the 75% SpaceX/AI dividend money hits, you’re gonna be the ones seething in the replies begging for $0.20 😂 🇺🇸🇺🇸🇺🇸🇺🇸 LFG!
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