FaTs

@compoundturtle_ If it’s a 10 year timeframe you’d be an idiot not to just buy both.

$NBIS or $IREN — who outperforms over the next 10 years? $NBIS — Nebius Mcap: ~$54B Secured power: 3+ GW Owns 75%+ of its infrastructure $IREN — Iris Energy Mcap: ~$20B Secured power: 5 GW 100% owned infrastructure (land, power & data centers) Which are you picking?

Ehhhem. As I was saying… $OSCR CEO literally told you when to buy (actions, not words).

@BlackPantherCap Define “soon”

Prediction: $IREN will announce a HUGE deal soon. Jump 30% and continue towards +$100 soon. Save this. -BP Reminder: This is not financial advice.

$NVDA already told you all $IREN is a minimum $70 stock currently selling at $59. And they aren’t buying it at that price so they can make a measly 30%. Just an absolute no brainer.

Did you mane think to yourself keeping investors happy was also a main objective? Or getting the share price nice and high to raise money with limited share addition? $NBIS is a great company - but bashing $IREN won’t make $NBIS share price go up. “Looking for exit liquidity” lol. What a terrible take.

When ceo talks about stock price that’s not business first That’s looking for exit liquidity Long $NBIS $IREN

@moneyqubit “If IREN executes - $200 isn't crazy. If they slip another quarter - $40 isn't crazy either.” Hell of a risk to reward ratio if you ask me.

I read every bull and bear take on $IREN since yesterday's earnings. Here's what's actually true. The bulls are right that this isn't a typical neocloud deal. NVIDIA chose IREN to host their own internal AI research. That's not a marketing partnership - it's $NVDA paying a third party to do work they used to do on DGX Cloud themselves. The contract is priced at $11.3M/MW vs the $9.7M/MW Microsoft deal - a 16% premium for air-cooled Blackwell. That's real. The warrants only vest as NVIDIA delivers GPUs, fully vesting at 600k units. So this isn't dilution upfront. This is "you don't get equity unless you actually help us scale." That's a smarter structure than anyone's giving IREN credit for. But the bears aren't wrong about the risks. NVIDIA didn't put cash in. $NBIS got $2B in real money. $CRWV got a $3B equity buy. IREN got a contingent option. The market repriced this overnight from $72 to $60 because that distinction matters. Cash dropped from $3.26B to $2.21B in one quarter. They burned through $1B in three months. The $2.6B "fortress balance sheet" everyone keeps citing? At current capex pace, that's roughly two quarters of runway before the next raise. The CFO got asked directly how they'd fund the NVIDIA buildout. The answer was "various ways in the debt capital markets... we'll evaluate all initiatives." That's not a plan. That's vibes. AI Cloud revenue came in at $33.6M when bulls were modeling $70-80M. The bull defense that GPUs were being delivered late and BTC rigs were getting decommissioned is actually true. But it's also the third quarter in a row where execution has been "mostly on track but slightly behind." So where does that leave us? This is a company with the best AI infrastructure asset base outside the hyperscalers, the explicit blessing of NVIDIA, and a balance sheet that's not as bulletproof as Twitter wants it to be. The $3.4B contract is real. The 5GW power pipeline is real. The Spain acquisition is a genuine surprise win. But execution risk through 2026 is also real, and dilution is coming. If IREN executes - $200 isn't crazy. If they slip another quarter - $40 isn't crazy either. The signal in $60 isn't fear. It's the market pricing in both outcomes simultaneously. Watch H1 Microsoft handoff in Q3. Watch the next financing announcement. Those two things tell you which path we're on.

$IREN babyyyyyyy!!!

@SylentTrade Stop the cap. Earnings not out yet.

$IREN DOUBLE BEAT SEND US TO VALHALLA NOW!!! EPS $1.08 EST. $0.15💎 Rev $240.3M EST. $236.84💎

@FinancewithIzzy @SerdarKara54220 Earnings are not out yet.

$IREN bilanço manşet olarak iyi geldi: hem EPS hem gelir beklentiyi geçti. Ama burada asıl mesele sadece “beat” değil. Piyasa artık $IREN’i mining şirketi olarak mı, yoksa AI data center / AI cloud altyapı hikâyesi olarak mı fiyatlayacak ona bakıyor. Rakamlar pozitif, fakat hisse çok koştuğu için kısa vadeli tepki guidance, capex ve AI dönüşümünün hızına bağlı olur.

$CRWV bilançosu geldi. ▪️ Gelir: $2.08B — yıllık yaklaşık 2 kat büyüme ▪️ Backlog: $99.4B ▪️ Adjusted EBITDA: $1.16B ▪️ Meta ile yeni $21B commitment ▪️ Anthropic anlaşması ▪️ NVIDIA’dan $2B yatırım Ama risk tarafı da net: ▪️ Net zarar: -$740M ▪️ Faiz gideri: -$536M ▪️ Adjusted operating margin: %17’den %1’e düştü Benim görüşüm: $CRWV’de talep sorunu yok. Asıl mesele bu büyümenin hissedara ne kadar kâr bırakacağı. AI hikâyesi güçlü, bilanço yapısı hâlâ ağır. Yatırım tavsiyesi değildir.

@SylentTrade Just ask yourself if you’d feel dumber if it jumped to 75 after earnings and you didn’t get in (and will forever regret it), or if it drops to 45 and you’re temporarily down. And I say temporarily because you know very well it won’t stay there for long.

What’s the next ideal buying range if $IREN pulls back slightly before the next wave higher? My coworker wants to drop a million in it, but doesn’t want to chase this rally eventhough $IREN at $60 is still cheap.

@Jonathan_ben_94 How is it a scam?

$AEVA results out Scam ‼️

Hell of a week, $IREN. Earnings good = 🚀 Earnings not as good as expected = back to $45-$50. My hunch says the former. I’m long commons.

I mean, all I’m saying is… this wasn’t unexpected. $IREN

@mikepat711 @Raptors No.

@Raptors Cavs fans, sixers fans unite. Take these fuckers in game 7 please

2.1M FOR THE WIN 🔥

@JUST_KAWS Easily $IREN and $HOOD. It’s not even a question.

Let’s settle this debate right now Would you rather have Portfolio A: $IREN + $HOOD Or Portfolio B: $NBIS + $SOFI

@LandoInvests No it merely got out of a trading channel

Did $IREN announce something? What’s happening??

The writing was on the wall. Specifically, my Twitter wall lol. $IREN heading to $60.

@dannycheng2022 Because you can’t make a 25x on $NVDA in 3 months with these valuations, but it can certainly happen when a small cap gets hot. It’s the same reason people play the lottery instead of just putting their money in GICs.

Out of curiosity, why do most retail investors prefer to bet big on small-cap stocks rather than large-cap (big) stocks?

This after he said years back he wouldn’t use the “premier’s plane”. He has been doing this job too long and is out of touch. No longer a man of the people like his brother was. The only thing I commend him on is changing course when he got caught. Liberals would just press on and hope that people forget. He’s only a semi-Lib.

🚨 BREAKING The Ford Gravy Plane is now for sale He bought it Friday. He’s selling it Sunday. 48 hours. “Despite the best of intentions, now is not the right time.” Translation: HE GOT CAUGHT. This is the SAME Doug Ford who reversed the Greenbelt after getting caught. The same Doug Ford who bought a van with a mini fridge, 32-inch TV, Blu-ray player and leather recliner and called it a “cost cutting measure”. The same Doug Ford running a $13.8 BILLION deficit. What an embarrassment.

@itootill @ericjackson @Maniac589 Huh? The country is in a mess because of anyone other than the party who has been in charge for more than a decade?

@ericjackson @DoctaFats @Maniac589 I actually want what’s best for my country. Progressives and centrists are cancer. They are the reason for the mess Canada is in. Consider outing yourself, and joining the win at any cost #Elbozos.

The AI that called Brexit and Trump now says Pierre Poilievre is a dead man walking in Canada. And the candidates who score best against Mark Carney? Not who anyone is talking about.