iiinova — where your digital self keeps evolving

fathefree.bsky.social @fathefree.bsky.social · 30/09/2026

Portola Music Festival 2026 was amazing 🙌 always such an awesome weekend in the city. Great music and vibes with good friends 🪩🕺

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fathefree.bsky.social @fathefree.bsky.social · 29/09/2026

Baby J at Portola 2026 was 🔥 — my favorite set during Sunday super bassy and vibes on point 👌

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fathefree.bsky.social @fathefree.bsky.social · 26/09/2026

Marlon Asher during the reggae fest at Shasta last Labor Day was epic 🙌

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fathefree.bsky.social @fathefree.bsky.social · 22/09/2026

……………………………..🌉

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Reposted by @fathefree.bsky.social

Being Exponential | Luke Lango @beingexponential.bsky.social · 08/09/2026

The Dow is down 600 points, the S&P 500 is red, and even the Nasdaq is down... but #SMH is +1.5%, #SOXX is +2%, #AIS is +3% with #SMR #COHR #LITE #CRWV #AXTI #AAOI #BE #SMTC #GLW all up 8%+ today.

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fathefree.bsky.social @fathefree.bsky.social · 14/09/2026

$MU $1.1T market cap trading at 4.9x 2027 EBITDA and 6x 2027 EPS Revenue growing 88% in 2027 EBTIDA growing 107% in 2027 EPS growing 103% in 2027

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fathefree.bsky.social @fathefree.bsky.social · 14/09/2026

$SKYY $980B market cap in USD Trading less than 4x 2027 EPS while expected to grow net income by 33% next year You can make the case the stock is trading at 40%-45% discount while currently controlling 25% of the total memory market By 2028 $SKHY expected to do $282B net income and $500B by 2030

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

$SITM $19B market cap trading 36x 2027 ebitda 78x 2027 EPS Revenue growing > 56% in 2027 EBITDA 108% CAGR EPS 192% CAGR Posting triple digit growth this year pure AI Infrastructure play Q3 guidance implies 247% YoY growth at $285M -$295M revenue Datacenter segment up 181% YoY

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

Investors think $UBER is in better position to provide autonomous rides over $TSLA stock is performing better. $UBER has huge advantage with 210M riders in their network $UBER now trades at 10x 2027 EBITDA and 16x 2027 EPS when net income expected to grow 37% in 2027 and 20% in 2028

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

$AMBA potentially could be a leading company in robotics expected to do $600M by 2029 with 15% margins

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

$SHAZ pure datacenter hypergrowth play at $951M market cap expected to generate $2.8B in revenue by 2028 trading at 1.04x 2027 EBITDA, however stock will remain unprofitable in 2028 Recently announced 2GW expansion with $NVDA in Australia more deals like this being announced cheaper the stock looks

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

$SEZL up 87% YTD trading at 12x 2027 ebitda growing 31% CAGR and EPS growing 28% next year

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

$CRDO now on the .618 fibs trading 14x 2028 EBITDA and 19x 2028 EPS EPS expected to grow 88% in 2027 and 73% in 2028. Stock looks very undervalued right now $CRDO continues to crush earnings by 5% each quarter they may continue to raise guidance and we see 90% revenue growth in 2027

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

$BE $65B market cap trading at 37x EBITDA 48x EPS Revenue growing > 65% in 2027 EBITDA growing > 97% in 2027 EPS growing > 106% in 2027 Approximate 2028 EPS estimate is $10.8 which makes the valuation not too expensive. I’d be interested catching this stock on a fade back

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

$AVGO $1.7T market cap trading at 14x ebitda and 21x EPS Revenue is growing 62% CAGR EBITDA is growing 62% CAGR EPS is growing 80% CAGR Stock is supported on main moving averages rn, stock definitely looks cheap to me based on valuation when revenue grew > 86% YoY EPS grew > 96% YoY last earnings

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

I’m still very bullish for $APP latest q3 alt data is implying 52% YoY growth implying $2.03B revenue Trading at 13x 2027 EPS and 10x EBITDA while the company has grown revenues >50% and expected to grow net income >42% in 2027 Analysts are estimating q3 47% YoY growth which may be conservative

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

$AMD $843B market cap trading at 29x EBITDA 38x 2027 EPS Revenue growing > 72% in 2027 Ebitda growing > 117% in 2027 EPS growing > 133% in 2027 Analysts think EPS can grow >48% in 2028 again, growth accelerates in triple digits for 2027 could be $920 stock in 24 months

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fathefree.bsky.social @fathefree.bsky.social · 13/09/2026

$ALAB $50B market cap trading 38x EBITDA and 58x 2027 EPS Revenue growing >55% in 2027 Ebitda growing >58% in 2027 EPS growing >45% in 2027 Q3 revenue guidance $540M-$560M implying 140% revenue growth YoY and 36% net income margins. Wonder if the analysts numbers are too conservative 🤔

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fathefree.bsky.social @fathefree.bsky.social · 12/09/2026

$AAOI trading at $9.4B market cap at 21x 2027 EBITDA and 24x 2027 EPS Revenue growing > 156% in 2027 EBITDA growing > 272% next year EPS growing to ~394M according to analysts and another 138% in 2028 By mid 2027 if $550M-$650M revenue is generating monthly I’m expecting $500 stock

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Reposted by @fathefree.bsky.social

Being Exponential | Luke Lango @beingexponential.bsky.social · 27/08/2026

New from Bloomberg today: After last night’s blowout Nvidia report, Bloomberg projects that the largest chipmakers in the world (#AMD #AVGO #INTC #MU #NVDA #SSNLF #SKHY) will exceed $1 trillion in free cash flow in 2027 as the AI infrastructure buildout accelerates.

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fathefree.bsky.social @fathefree.bsky.social · 24/08/2026

Blood Orange at Portola last year in 2025.

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fathefree.bsky.social @fathefree.bsky.social · 21/08/2026

$IREN back to testing the .382 fibs starting from the 2025 summer lows

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fathefree.bsky.social @fathefree.bsky.social · 21/08/2026

$NBIS now testing the 50D moving average

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fathefree.bsky.social @fathefree.bsky.social · 21/08/2026

$TMDX now testing.618 fibs level up >50% from the lows

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fathefree.bsky.social @fathefree.bsky.social · 21/08/2026

$AAOI now testing the .50 fibs level — 8/20/26

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Reposted by @fathefree.bsky.social

Carl Quintanilla @carlquintanilla.bsky.social · 18/08/2026

“.. the government’s windfall is so far driven by just Intel. Strip it out, and the picks have returned little. Several of them .. traded lower in early August than when the government bought in. .. Trump didn’t brag about that.” @scottlincicome.bsky.social www.washingtonpost.com/opinions/202...

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fathefree.bsky.social @fathefree.bsky.social · 14/08/2026

This $CRWV Q2 earnings call is very bullish. They’re guiding 8GW by 2030. That’s definitely hitting $120B annual revenues Q2 Revenue is $2.6B up 112% YoY with $104B revenue backlog up 242% YoY This is making me so bullish for all datacenter companies in general like $NBIS $IREN $SHAZ $CIFR $HUT

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fathefree.bsky.social @fathefree.bsky.social · 13/08/2026

$NBIS Q2 Revenues $582.3M up 454% YoY with $3B ARR EBITDA $236M vs $174M estimate up 1224% YoY They’ve increased compute capacity guidance to 5GW by end of year. $NBIS landing more $1B contract deals where they can charge $20M-$50M per MW that’s how crazy the demand is.

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fathefree.bsky.social @fathefree.bsky.social · 12/08/2026

$HIMS Q2 Earnings — Revenue $753M up 38% YoY and 23% sequentially 2.9M subscribers up 19% YoY Raised 2026 guidance to $3.1B - $3.3B with adjusted ebitda $275M - $335M Q3 Guidance $880M - $900M revenues with adjusted ebitda $75M-$95M supported by peptides, international expansion, testosterone

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fathefree.bsky.social @fathefree.bsky.social · 10/08/2026

Boys Noize at Outside Lands 2026 🙌 Track ID - Arintintin

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fathefree.bsky.social @fathefree.bsky.social · 09/08/2026

Lane 8 - Outside Lands 2026 🌳🌰🔥

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fathefree.bsky.social @fathefree.bsky.social · 08/08/2026

Griztronics threw down at Outside Lands 2026 Got this classic on video — Subtronics - Itchy Scratchy

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fathefree.bsky.social @fathefree.bsky.social · 08/08/2026

AlleyCvt at Outside Lands 2026. Super dope when she dropped Bass Cannon crankdat remix

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fathefree.bsky.social @fathefree.bsky.social · 03/08/2026

Took the grandparents to sunset dunes today 🌁

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fathefree.bsky.social @fathefree.bsky.social · 02/08/2026

CPI inflation was gradually going down in 2024 ending at 2.9%. It’s now back staying sticky over 4% due to tariffs and mismanagement of the Iran war sending gas prices sky rocketing. With yields soaring it’s possible the Fed hikes rates again.

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Reposted by @fathefree.bsky.social

Carl Quintanilla @carlquintanilla.bsky.social · 28/07/2026

MORGAN STANLEY still sees upside for GenAI ROIC for Hyperscalers and AI Labs, “against increasing investor skepticism.” .. three different business models .. finds 25-50% ROIC for scaled players.”

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fathefree.bsky.social @fathefree.bsky.social · 28/07/2026

Morgan Stanley is saying to buy the dip today. $NBIS

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fathefree.bsky.social @fathefree.bsky.social · 25/07/2026

Top Golf in Kansas City! At the Orland Park location. Epic views as always 🏌️⛳️

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fathefree.bsky.social @fathefree.bsky.social · 25/07/2026

Levity x Tape B at Kansas City last night was an amazing show!

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fathefree.bsky.social @fathefree.bsky.social · 18/07/2026

Bob Moses - Keep love waiting In Berkeley

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fathefree.bsky.social @fathefree.bsky.social · 17/07/2026

Added more to my $DRAM position today that looks deeply oversold $SKHY trades 4x EPS growing 162% CAGR $MU trades 6x EPS growing 324% CAGR $SNDK trades 7x EPS SAMSUNG trades 4x EPS growing 209% CAGR All of the biggest AI memory chip companies on the planet trading single digits

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fathefree.bsky.social @fathefree.bsky.social · 16/07/2026

$AEHR ripping post earnings after a strong 2027 full year guidance which was implying 160%-200% YoY growth Definitely on my watchlist now

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fathefree.bsky.social @fathefree.bsky.social · 16/07/2026

This latest update fo $NBIS is highly bullish. Possible they may partner with a datacenter company like $IREN who has 5-6GW of compute capacity

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fathefree.bsky.social @fathefree.bsky.social · 14/07/2026

I’ll be highly interested in $SKHY on 40% pullback stock trades really cheap right now

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fathefree.bsky.social @fathefree.bsky.social · 11/07/2026

Weed Carnival in Shasta County last night was sick. We watched Klangarilla who played all of the 90’s rock classics like Nirvana

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fathefree.bsky.social @fathefree.bsky.social · 09/07/2026

$NBIS was biggest winner in market today. Because Anthropic posted Q3 - $1B in quarterly profits Massive datacenter deal with $WULF for 401 MW. Over 100 GW in datacenter demand. This is massively bullish why I was adding to $NBIS more aggressively on the 100D moving average

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fathefree.bsky.social @fathefree.bsky.social · 04/07/2026

Started a swing trade with $KTOS this past week since we saw many catalyst with drone stocks and strong $AVAV earnings I bought the stock at the very lows and it’s now advanced to the 50D moving average

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fathefree.bsky.social @fathefree.bsky.social · 04/07/2026

$IREN has frustrated me lately with management execution The executives recently rewarded themselves with $800M RSUs with no datacenter deal announced yet. Unless a deal comes soon that’s the only way this is justified I’ve reduced my position recently but setup for swing trade looks attractive

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