WallStreetWhale (@WSWhaleAlert) header
WallStreetWhale (@WSWhaleAlert) profile picture

| Tech & hard-tech fundamentals | FCF, moats & valuation | Long-term framework over short-term noise | NFA

Los Angeles
Joined April 2021
Photo by WallStreetWhale (@WSWhaleAlert)Photo by WallStreetWhale (@WSWhaleAlert)Photo by WallStreetWhale (@WSWhaleAlert)Photo by WallStreetWhale (@WSWhaleAlert)Photo by WallStreetWhale (@WSWhaleAlert)Photo by WallStreetWhale (@WSWhaleAlert)Photo by WallStreetWhale (@WSWhaleAlert)Photo by WallStreetWhale (@WSWhaleAlert)Photo by WallStreetWhale (@WSWhaleAlert)Photo by WallStreetWhale (@WSWhaleAlert)
🔥 Portfolio Update: Holding strong on $NBIS + $SOFI $NBIS bouncing hard today — up around +7% and reclaiming ground after the recent pullback. $SOFI holding steady and grinding higher. Still fully convinced on both names long-term: $NBIS → pure AI infrastructure + cloud play with massive growth runway $SOFI → fintech disruptor with improving fundamentals and expanding membership engine Not selling a single share. These are core positions I’m patient with. If you’re also holding $NBIS or $SOFI (or both), drop a 🔥 below and follow me. I’ll keep sharing real-time updates, thesis checks, and any moves I make on these two. Let’s keep building. #NBIS #SOFI #StockMarket #AIStocks #Fintech
1
6
10
621
🔥 $KEEL $IREN $CRWV $NBIS $APLD AI stocks are getting crushed. But I'm not giving up on the AI boom. Short-term fear. Long-term opportunity. I believe the AI infrastructure story is far from over. Holding any of these? Follow me for my portfolio updates, latest moves, and what's next! #AI #Stocks
4
9
579
The inclusion of $SOFI in the S&P 500 index would very likely push the company’s valuation beyond $22.7 billion. Fund managers would be compelled to purchase the stock, creating an imbalance between buyers and sellers in the short term. The share price would surge. I am not predicting whether $SOFI will actually be included, but it would certainly be a great outcome for us shareholders.
1
8
1
43
3,177
$NBIS 🔥🔥 Institutional investors continue to increase their holdings, signaling their confidence in the stock's future price performance. 📈 Previous update: 78.71% 🐳🐳 Latest data: 79.29% Others (retail investors): 16.45% Hold on tight to your positions!!! Follow me for the latest updates.
10
39
1,436
$NBIS is down 46% from its high and the CEO isn't worried🔥 Arkady Volozh: "The prices are still there. Demand is still there... If the demand is out there, all the rest is not problems, it's tasks." Financing, building, chips. Hard, yes. But those are execution problems. No demand would be the real problem. And that's not what I'm seeing.
1
9
50
3,724
$NBIS — ONE RED DAY DOESN'T CHANGE MY CONVICTION.🔥 NBIS dropped another 8.27% yesterday, closing at $141.39. Yes, the pullback is painful. But I'm not losing sight of the bigger picture. AI demand isn't going away. The need for computing power, GPU capacity, and AI cloud infrastructure will only become more important. I believe Nebius has significant long-term potential, and I'm still bullish on $NBIS. I'm focused on where this company could be in the next few years — not just yesterday's price action. 🚀 If you're holding $NBIS too, follow me for updates on my portfolio, latest moves, and what's coming next! #NBIS #AI #AIInfrastructure #Stocks
🔥 $NBIS Position Update! My total holding is now 5,000 shares. I'm very bullish on NBIS's long-term potential. I believe its AI infrastructure business has significant room to grow, and I see $200 as a potential long-term price target. 🚀 I'm staying confident and focused on the bigger picture. If you're also holding or following $NBIS, FOLLOW ME NOW! I'll keep sharing my latest position updates, insights, and key developments. The journey is just getting started! #NBIS #AI #Stocks #Investing
5
42
3,117
🔥 $NBIS Position Update! My total holding is now 5,000 shares. I'm very bullish on NBIS's long-term potential. I believe its AI infrastructure business has significant room to grow, and I see $200 as a potential long-term price target. 🚀 I'm staying confident and focused on the bigger picture. If you're also holding or following $NBIS, FOLLOW ME NOW! I'll keep sharing my latest position updates, insights, and key developments. The journey is just getting started! #NBIS #AI #Stocks #Investing
11
6
1
124
18,209
$NBIS – key AI infra chart.🔥🔥 MOAT trendline forming. Holding 150–155 support after further drop. Higher lows? Bottoming time?? Bounce!Either bounce or wait and see.
8
29
2,067
$SOFI (November 2, 2026-Daily Chart) 🔥 After the last volatility hole marked the recent bottom around $14, $SOFI started picking up momentum. Right now the two longest momentum bars in Panel 1 are doing the work — $15.20 is acting as support while $17.09 is near term resistance. The next big level above is the 200-day moving average at $17.79, which still sits overhead with price trading below it.
7
33
1,326
📌 $SOFI — THE BULLISH CATALYSTS ARE PILING UP! SOFI isn't just growing. It's expanding into the future of finance. 🔥 Record Q3 revenue: $1.4B (+44%) 📈 Net income: $241M (+73%) 🤝 Mastercard partnership now LIVE 💵 $25B card program moving to stablecoin settlement 🚀 New SOFIE tokenized deposits offering 4.40% APY 🌎 Expanding into banking, crypto & digital payments My take: SOFI is building a powerful financial ecosystem at the intersection of fintech and blockchain. More growth. More opportunities. More potential revenue streams. I'm bullish on SOFI's long-term future. If you're holding $SOFI, follow me. I'll keep sharing the catalysts that matter. 👀 #SOFI #Fintech #Crypto #Stocks
🔥🔥 To everyone following and holding $SOFI: I added another 3,000 shares today. My total position now stands at 18,000 shares. I remain bullish on its long-term growth prospects. SOFI still has massive room to grow. 🚀 Who else is holding with me? Follow me for further updates. #SOFI #StocksToWatch
19
1
85
2,125
Big news for $IREN bulls! 🔥 IREN just highlighted how its multi year partnership with Perplexity will support one of the fastest growing AI platforms. Perplexity will run workloads on NVIDIA Blackwell Ultra GPUs at an IREN data center, powering the models and agents behind Perplexity Computer. Perplexity handles more than 1.5 BILLION questions every month and serves over 50,000 organizations daily. This is another strong validation of IREN's growing role in the AI infrastructure ecosystem. And this is exactly why I remain extremely bullish on $IREN !
9
21
176
12,198
🔥🔥 To everyone following and holding $SOFI: I added another 3,000 shares today. My total position now stands at 18,000 shares. I remain bullish on its long-term growth prospects. SOFI still has massive room to grow. 🚀 Who else is holding with me? Follow me for further updates. #SOFI #StocksToWatch
3
24
1
96
3,873
Here are the 5 stocks I’m currently most bullish on and keeping a close eye on: 1. $SOFI Just delivered a blowout Q3: $1.4 billion in revenue (+44% YoY), $241 million in net profit, and a member base exceeding 17.1 million. The company also raised its full-year guidance and provided an outlook through 2027. Having transitioned from burning cash to consistent profitability, the quality of its growth is steadily improving—it’s the most solid "execution story" in the fintech space. 2. $KEEL The CEO hit the nail on the head: "Electricity is the true bottleneck of this era. Whoever secures the power and the site first holds the golden ticket to the AI ​​age." The company is putting this vision into action—construction is underway at the Moses Lake site, liquidity is strong, and a pivotal earnings report is coming up on November 5th. What the AI ​​infrastructure sector truly lacks isn't concepts, but tangible power and physical space—and $KEEL is positioned exactly where it’s needed most. 3. $ASTS Direct-to-cell satellite connectivity is moving from a "story" to reality, with a $1.3 billion backlog, a healthy cash position, and commercial services on the horizon. The patience of the "SpaceMob" (the company’s dedicated investor community) is being rewarded; short-term volatility doesn't change the long-term potential. 4. $NBIS Its AI cloud business is seeing explosive growth—Q2 revenue surged over 400% YoY—driven by a steady stream of major contracts and new financing. As a key player in Europe’s AI infrastructure, its growth momentum remains robust. 5. $IREN Having fully pivoted toward AI cloud services, the company recently secured $363 million in equipment financing, with its contracted ARR (Annual Recurring Revenue) continuing to climb. Its transformation from a crypto miner to an AI infrastructure provider has reached a critical validation phase—keep a close watch on its November 5th earnings report. True opportunities are often hidden within such underappreciated execution capabilities. These are the 5 stocks I’ll be focusing on moving forward. Follow me for regular updates.
3
14
34
801
$ASTS shareholders, sleep easy Cramer just said, "We’re fighting the Fed"—and once again, the "inverse Cramer" indicator has worked its magic. The story of direct-to-cell satellite connectivity is only just beginning; the patience of the SpaceMob has finally paid off. Time to close the app and get some good sleep. Ready for liftoff again tomorrow! #ASTS #SpaceMob
8
21
833
WallStreetWhale retweeted
Google Stats: $GOOGL Price is now furthest away from its 50dma since the April Liberation Day 2025 lows. $GOOGL Price is now furthest away from its 200dma since the April Liberation Day 2025 lows. $GOOGL Price is now one of the furthest away from its lower Bollinger Bands in history. Stuff it in the LT Port. Swallow the key, and come back to me in 12 months.
50
20
478
53,328
$SOFI might be the hottest chart in the market right now… The MOAT trendline couldn’t be more precise or clearer. Bulls, either keep pushing higher or wait and see.After the October 27 earnings beat, it launched straight from the mid-14s to above 17. Same support successfully flipped, higher highs stacking up, perfect bounce off the Mini Mother of All Trendlines (MOAT). Earnings rocket?? Bounce! Bounce! Breakout! Moon!Either keep running or just wait and watch.
🔥An update on my current $SOFI position: With the 10,000 shares I purchased on Monday, my total holding is now 15,000 shares. If you also hold $SOFI, feel free to follow me for further updates.
11
63
3,478
🔥An update on my current $SOFI position: With the 10,000 shares I purchased on Monday, my total holding is now 15,000 shares. If you also hold $SOFI, feel free to follow me for further updates.
12
13
1
217
15,025
WallStreetWhale retweeted
This is the real story.$ANT sitting on $132B cash looks insane… until you realize they’ve already locked in hundreds of billions in future compute spend with $AVGO, $GOOGL and $SPCX.That’s not just “AI growth.” That’s a forced multi-year buying spree for chips + power + data centers.The companies that actually deliver the capacity (the picks & shovels) are the ones that win when these commitments turn into real demand.This is why I’m loaded in AI infrastructure over pure model pure-plays.Who else is positioned on the supply side of this wave?
$ANT has more cash than almost every company in America with $132B sitting on its balance sheet before its IPO. Sounds like a ridiculous amount until you realize it has already committed hundreds of billions to chips and compute from $AVGO, $GOOGL and $SPCX.
1
10
17
427
WallStreetWhale retweeted
One of $ASTS biggest advantages is that AT&T and Verizon already control ~670 MHz of spectrum combined and serve over 300M mobile customers. And because ASTS can use their compatible low-band spectrum to fill coverage gaps rather than replace cell towers it doesn't need nearly
4
10
247
WallStreetWhale retweeted
One of $ASTS biggest advantages is that AT&T and Verizon already control ~670 MHz of spectrum combined and serve over 300M mobile customers. And because ASTS can use their compatible low-band spectrum to fill coverage gaps rather than replace cell towers it doesn't need nearly as much satellite capacity to scale.
26
50
1
577
50,712