
PropsNStocks
2.4K posts

PropsNStocks
@PropsNStocks
Building wealth through property, stocks and a little bit of crypto.








This week $NBIS outperformed $IREN in a huge stretch. I'm glad I sold more than 1/2 $IREN to $NBIS few weeks ago. My only regret I didn't do for all of it. Here's why... 1. NBIS revenue growth much higher than IREN 2.NBIS execution is more visible/software/ platform/customers/multiple platform DC. 3. IREN AI business is still small, and BTC mining is a huge drag. They obviously can't throw all those miners away, and must keep them running to end of life. 4. IREN depends on higher execution risk w/ Microsoft. Microsoft reserve the rights discontinue - my nightmare case. With lack of execution history on the AI side, this is difficult to stomach. 5. IREN atm risk is looming.


Lets do the math: $150k invested in VOO would give us ~$560/mo of cash flow. $150k invested into a good multi family rental gives us ~$1,875/mo of cash flow. We really like real estate 🏡













