@Glock434 @EndicottInvests It's a completely valid point. Do you want to live life forever without a deal? How long are you willing to wait and continue coping?
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tej
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@EndicottInvests 🤣🤣🤣 Another one who can't live a day without crapping on $IREN
Your poor sole, put the pipe down and get some fresh air
Buy a pet, that helps as I'm sure you're lonely also. Hope things improve for you bloke.
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It does not bode well if $IREN does not have a deal by June IMO.
A lot rests on this Q earnings
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What Spurs fans fail to realise:
Everyone doesn’t want spurs to go down because they are a big club.
Everyone wants spurs to go down because their fans think they are a huge club.
Distinct difference.
talkSPORT@talkSPORT
🌎 West Ham fan: "The whole world wants Spurs to go down!" 🤷♂️ O'Hara: "That's because Spurs are a big club and West Ham ain't!" Jamie O'Hara got into a hilarious clash with a #WHUFC fan over his club's relegation battle with #THFC! 😅🔥
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@TejKhaled Both parts really. I’m not an IREN “fanboy” and IREN have not diluted 50% MC. An ATM is not an automatic dilution
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@TejKhaled @Dubs_LFC Gabriel wasn’t proven to be dangerous play. Haaland was proven to have pulled back Szobo and therefore the correct decision was made. 🤷🏽♂️
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Everyone was saying at the time it was the right call to send him off and bring back the goal as they did it to the letter of the law…
So how come when Gabriel tries to headbutt Haaland the letter of the law isn’t applied?
How come every single time Arteta leaves his penalty area the letter of the law isn’t followed with warnings and cards?
Why this year have Arsenal got away with so many things…
Because the prem want a different winner they’ve been shown to say they want different winners and they’re trying their hardest for it to happen
Mr.Page™@mfc_mrpage
If it wasn't for this robbery we could be at the top of the table.
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@HernandoRodriq3 @FootballEra_ Coming 2nd for the fourth year in a row after spending all hundreds of millions is not an achievement.
Combine that with the fact they've won zero trophies.
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@FootballEra_ Even if they win the league, someone will find a way to shit on them. Even coming second is still a major feat in one of if not the biggest league on the planet.
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Something is seriously wrong at Arsenal. There are clear technical and tactical issues, and the players are trying to compensate for them with hard physical and mental labour — excessive running, intensity, passion, even shouting.
At this stage of the season, when fatigue has already set in after putting their bodies on the line all year, they should simply be playing football. Instead, they’re using hard labour to cover up the poor football on display from a tactical and technical level, and that’s exactly why they now look physically and mentally exhausted.
Meanwhile, Man City players aren’t relying on heavy physical or mental labour, they’re just playing football within a system that works. That’s why they look fresh, even in the middle of a title race that could come down to goal difference.
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@sam90860759 @FutoPeter20404 @TheTechInvest Have some patience. "What have they delivered" is a pathetic argument when they're currently building what's needed to deliver.
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@FutoPeter20404 @TheTechInvest What actually have they delivered? Contract doesn’t mean goods provided
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$NBIS From outperforming $IREN by 60% last Friday to 41% today on Zero deals and $6B ATM.
Just imagine how the most hated stocks react when they surprise the market.
I still believe that $IREN is undervalued and has enough catalysts to outperform $NBIS by 100%.
Isn’t insane to know that $IREN current capacity is nearly $NBIS 2030 promise?
INSANE
The Tech Investor@TheTechInvest
$NBIS is outperforming $IREN by 60%. $IREN Up nearly 60% in 2 weeks on Zero deals.
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@Dubs_LFC Why hasn’t City been punished for the 115 charges when the likes of Everton, Leicester, Sheffield Wednesday etc all had points defections for far far less. Just be quiet man, it’s pathetic.
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@inthemood4stock @daniel_koss These are part of the risks unfortunately. Delays, regulations, protests, are all going to come with every data centre they build.
They'll have a solution for it, and ultimately, in order to stay ahead on the AI race, the US government will step in if needs be.
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@daniel_koss any comments regarding the claims that $NBIS is facing significant delays? it's my first position and this has me worried haha
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$NBIS guys I need your help!
Who on X has THE BEST model, insights or tracker of how much capacity Nebius will have ready by end of year?
Looking for someone who tracks all the different sites and progress! Please tag that person in the comments or send their posts to me via DM!
Very important for my Nebius deep dive and valuation model! :)
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@WomboBros @TheTechInvest They haven't even started the dilution yet!!! Jesus fucking Christ.
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$NBIS is guiding for 5GW by 2030 supported by $NVDA and mysterious secrets because they are obsessed with secrecy.
In a few days, $IREN is expected to have a total of 2.2GW of operating power. That’s nearly 50% of $NBIS 2030 guidance.
Whoever lies to $NBIS investors has to be held accountable. They have to see reality as it is.
The Tech Investor@TheTechInvest
Fact: $IREN has 2 of the largest data centers on the planet: Sweetwater (2GW) and Oklahoma (1.6GW). It’s the only neocloud that is competing with Mag 7, $OpenAI, $ORCL, and $xAI. I am not aware of any other companies that have +1GW data centers in one place. $CRWV & $NBIS are doing their best to follow $IREN. The fact is that data centers buildout process is extremely hectic and complicated that it would take new players like $NBIS years from owning the land to operating the data center, it just shows how $IREN has been a head of the herd for HPC since 2018. It’s shameful to compare $NBIS with $IREN for just building small scale data centers when the latter business model was built originally on HPC and data centers as the future. $NBIS had to wait until 2026 to expand a 25MW to 75MW. You see the gap!!
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Will you look at that
$IREN - up 6%
$CRWV - up 7%
$NBIS - up 1%
I'm warning you guys: $NBIS is overhyped here.
The returns will be $IREN > $CRWV > $NBIS.
Get ready for the $IREN hated rally.
Con@__Con_
Bold prediction here: This is how I think these 3 stocks will perform. $IREN > $CRWV > $NBIS. And even more, this is how I think these 10 stocks will perform: $IREN > $CRWV > $NBIS > $ORCL > $DOCN > $BTDR > $MSFT > $AMZN > $GOOGL > $IBM. Let me tell you why $IREN: Firstly, it has a pretty unique power moat: 4.5GW+ secured (only 10% for target) for $IREN, compared to 2–3GW+ contracted/expanding for $NBIS Lastly, they got a smaller base + already contracted revenue de-risks the ramp -> potential for outsized % stock gains if deployments hit (or exceed) targets. Don't forget, BTC cash flows + power assets act as a hedge/volatility dampener. The real risk is dilution (which they are working on). And too much hate around $IREN here; so it seems like a good place to start outperforming at. What are your guys' thoughts?
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@The_GreenSeeker @Thomas_james_1 90s was support before the Meta deal and Nvidia investment, extremely unlikely it drops that low.
New support is 120-130 imo.
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@Thomas_james_1 Mostly based on TA, confluence of pivot/resistance/support lines.
Macro isn't looking great either.
I'm bullish on NBIS long term, but I strongly believe we revisit low 90s before the next leg up
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SUPER IMPORTANT UPDATE FOR $NBIS
I think you’re going be seeing this descending triangle pattern/continuation pattern a lot over the next few months.
The same pattern is currently playing out for $CIFR - setting up for $IREN - also played out with $AAOI and many more.
I’ve seen a lot of people thinking the ‘descending triangle pattern’ is ALWASY bearish - it’s not - it’s a continuation pattern.
If a stock forms a descending triangle after a big drop & downtrend, the stock often falls further.
But if a stock forms a descending triangle after a strong uptrend, it’s a consolidation & accumulation phase for a MASSIVE breakout.
$NBIS to $200 over the next few months, especially if they announce another deal/expand their $META deal, or secure a new location.
That’s all you need to know.
Thomas James Investing@Thomas_james_1
VERY IMPORTANT UPDATE FOR $NBIS What a huge move! Be sure to pay attention to leaders that excel when the macro conditions start to lineup. One ‘ceasefire’ announcement today week and $NBIS is up 50%+ in a week. With talks breaking down this weekend we could definitely see a pullback in these smaller growth stocks, but be sure to keep $NBIS on your list. I definitely think buying dips on $NBIS especially after the new $META deal was announced, would be a very good strategy. What’s your $NBIS target for 2026?
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@FransBakker9812 Iren is all well and good until you get diluted to the 7th layer of hell AGAIN 💀💀
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$NBIS compared to $CRWV shows they are both ways behind $IREN in everything except liabilities.
Backlogs are good?
ARR guidance is reliable?
Past accomplishments in search engine software is relevant?
The market is waking up to execution, performance, and will start to differentiate the players that can actually show results, profits, and don't need to hide their data points.
"On their way to"
"May scale to 1GW"
Stick your buzzwords where the sun doesn't shine and watch Iren repeat the sole PnL winner of the 2025 miner cycle.
Coreweave is Mara
Nebius is Cleanspark
IREN = IREN
Shame on you @MorganStanley for leaving out the main player in this space.
You can hold your SW1 grudge as long as you like, but sooner or later it's time to face the music.
Looking at you @CalderByrd
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@EssexIron40 @100kDiary Shares in Amazon? What a brilliant comparison to bitcoin
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@100kDiary Do Greggs accept gold bullion then? Or shares in Amazon?
I don’t really see the point you’re making.
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My honest take on Bitcoin....
Beyond buy and hold, you can't do anything with it. Tesco won't take it. Wetherspoons won't take it. Shell won't take it. Greggs definitely isn't accepting sats for a sausage roll.
Lightning exists in theory but the UK high street couldn't care less.
Throw in CGT on every spend (yes, even buying a pint) and our cautious regulations. It stays an investment, never a currency.
Digital gold. Not pocket money. I reckon that’s all Bitcoin will ever really be, a speculative asset, not money.
Feel free to roast me 🇬🇧😂
Dom Loves Investing | Road to 100K@Dom_Investing
@100kDiary Profit is always nice. Your not holding BTC long term? Would have been a great entry
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@cidman00 @QC_Capitals Michael is also shorting the very stock you named yourself after 💀
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Is $nbis at $160 cheap, overpriced or fair value at the moment?
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@Samdanawich @makemoneymoney6 @SixSigmaCapital No way you're still doing this 🤣🤣🤣🤣🤣🤣 what a sad little man
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@makemoneymoney6 @SixSigmaCapital Is AVride the pizza delivering robot business?
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$NBIS crew hate on $IREN but playing devil's advocate:
NBIS has a worse balance sheet, lower revenue per share, and lower Gross Profits, yet trades at much higher multiples whilst being less vertically integrated.
Unlike IREN, NBIS also unprofitable this year & next.
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@DaRealDonreal @RyanMKIV Chelsea are going to get a result against city.
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