
M Swordsman
367 posts

M Swordsman
@MSwordsman2ax
Swing and Scalp trader: $AMD $NVDA $IREN $CIFR $TSLA $TE $ATEN $FIVN






@LEADER_TRADING Whats your reasoning?







$IREN Amazing. In the span of one week, Frans went from “nobody knows what IREN’s strategy is” to “the strategy is crystal clear.” "But despite the short term pain, the story is more bullish, and clear than ever." “I’m afraid nobody knows what the strategy is for now.”



RAISE Day 1 Summary $IREN: ‣ Horizon 1 handover confirmed 19th July ‣ Commisioning H2 ‣ MSFT very happy with IREN so far, very hands off. Great partners. ‣ IREN on call with NVDA basically everyday ‣ Deals signed today are even better than 2 months ago. ‣ Pre payments sweetspot now between 25-40 roughly. Some even offering 100% ‣ IREN GB300 NVIDIA EXEMPLAR Cloud certified. Likely announced next week. Only THREE have this right now. ‣ IREN selected with small number for VERA rubin for testing VERY SOON. Unofficially late EOY mass production. Likely early 2027 ‣ H5-H6, Sweetwater 1 Vera Rubin ‣ Mirantis deal closing this month is the aim ‣ Semi conductor shortage micron $MU seeing into 2031 h/t: @FinGigawatt x.com/LandoInvests/s…













