William Antonietti @wantonietti: "What do you think about..."

Mexico

What do you think about these 3 stocks to buy and hold for the next 10 years? 1/ $IREN (Iris Energy Ltd) $53 Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy. As the CEO says, the industry is growing so rapidly, "They can't meet the demand". - 3GW Contracted Power - $9.7B $MSFT (Microsoft) Contract - Next Hyperscaler deal is inevitable 2/ $NU (Nu Holdings Ltd.) $17 Nu Bank is a best-in-class fintech redefining smart banking for hundreds of millions of underbanked people. - 127M Customers - Path to 300M in a decade - Active in Brazil, Mexico, and Colombia - Expanding to the US - $38.8B in Deposits - $30.4B in Customer Loans - 70% Growth in ARPU in 3 years. 3/ $GRAB (Grab Holdings Ltd) $4 Grab is Southeast Asia’s leading super-app, integrating ride-hailing, food delivery, fintech, and digital banking through an AI-powered services platform. - $21B GMV, path to $100B+ - 40M+ Users, path too 100M+ - Booming Economies - 200M people will join the middle class - Exploding Fintech Business - Clear opportunity to enter new verticals $NVDA (NVIDIA Corporation) $ORCL (Oracle Corporation)