Mark Hogan

@WSM_97 😆

@MB_Hogan Do we get a FREE $IREN water bottle if we choose to debate ??

Contrarian take: I’m NOT tired of the $NBIS vs $IREN debates

@GibberCapital 😆 I hear ya

@MB_Hogan Healthy debate is great but so much of it sounds like “my daddy can beat up your daddy”.

@RyanjGorman 💯

@MB_Hogan Love it. Lots of laughs on both sides as well as good/bad information

$NBIS scaling with Revolut as major client for Nebius Ai cloud!! And note that Revolut passed on other Ai platforms including Open Ai & Google due to superior performance and pricing from Nebius!! Bullish 🔥

$1.37M of $IREN calls at $42 by 3/27

@otium33 I agree. I feel like there’s a significant base in this range until further announcements

@MB_Hogan Chop between $40-$45ish until a deal or further development announcements

$IREN stock by end of this month:

@Hisham111979 @eatonj Agree 👍🏻

One more point: while the accretion amount (20%) means a higher effective interest rate compared to the coupon rate, it is at the same time means higher conversion price by 20% compared to the disclosed price. As a shareholder, I am happy with this structure as it implies minimum interest amount to paid during the tenor of the note and a higher conversion price .

$NBIS is a beast this morning with this green bounce. Lots of accumulation here. Why? Major creditors just told you the answer by their willingness to give Nebius $4B for a 1.85% blended return rate. Nobody accepts that interest rate unless they see the stock going to the convertible share price floor of $180+

The United Kingdom, France, Germany, Italy, the Netherlands and Japan have released a joint statement expressing their readiness to contribute to appropriate efforts to ensure the safe passage of commercial shipping through the Strait of Hormuz.

@KMISglobal @babyfolio k thx ! Let the waves and charts be in IREN's favor!

@MB_Hogan @babyfolio I focus on TA, so I'm not that familiar with speculation about potential upcoming deals. However, an upcoming deal could certainly push $IREN above $47.

$IREN is just a matter of time The $NBIS vs $IREN debate is getting out of hand, but I keep it simple: growing company, growing sector, founder-led. Not apples to apples. Both have flaws, both can win. I hold both 💪

🚨 JUST IN: In a jaw-dropping development, Japan, Britain, France, Germany, Italy, and the Netherlands pledging support for securing the "Strait of Hormuz", reversing their earlier refusals amid United States pressure.

@KMISglobal @babyfolio What do you see as the catalyst that pushes IREN over $47 soon? A HS deal for the 450MW at Childress? A major HS deal for Sweetwater?

@MB_Hogan @babyfolio In my personal estimation, I anticipate that $IREN will surpass the $47 resistance level. If $IREN does, it could quickly rally to $74+.

@KMISglobal 🤝

@MB_Hogan I also believe that $IREN will benefit greatly from AI innovation, especially given its energy infrastructure. So will $NBIS! I don't see why it has to be a winner-take-all situation with $IREN, $NBIS, and $CIFR.

@tattedcryptoez 😆fair 🤝

@MB_Hogan 🤣🤣 I own them both and I am

@_One__Person_ Good point! I don’t know who the creditors are so it’s possible some already have sizable positions. There is a 20% accretion bonus if the stock doesn’t hit the $180 conversion price floor but you can bet that creditors are betting on the upside of the stock going much higher

@MB_Hogan Mark, I was wondering, since they believe the stock will go this high, why not invest from the start?

@eatonj Thx Jonathan, appreciate the clarification. I want to track all this accurately. My understanding is that this 20% accretion (principal grows to 120% at maturity) is paid in cash only if the notes are NOT converted, right?

@MB_Hogan NBIS shareholder from early 2025 -- but, Mark, this misrepresentation of the interest rate needs to stop. There's 20% that gets tacked on at maturity, so the actual rate is significantly higher then what is being written; as well as the convertible value.

@TopTechStocksUS True we are going MUCH higher by then

@MB_Hogan $180 by 2031 it would be an absolute gift… that’s 5 years from now can you imagine the price then?

@MktMavPro $115 could be setting up as a new floor

@MB_Hogan I’m happy with accumulation around $115 levels.