Seranity/Precise market analysis

@acic1234

Katılım Kasım 2011

25 Takip Edilen38 Takipçiler

Seranity/Precise market analysis@acic1234·20 Tem

@aleabitoreddit 2

Seranity/Precise market analysis@acic1234·20 Tem

@aleabitoreddit Just add my WhatsApp number to view my investment portfolio and follow my strategies!··· ➡️Copy and search to input Reply “777” to WhatsApp: +15132252966 Get it for free Detailed link api.whatsapp.com/send?phone=151…

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223

Serenity@aleabitoreddit·20 Tem

$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.

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Seranity/Precise market analysis@acic1234·20 Tem

@aleabitoreddit 2

Seranity/Precise market analysis@acic1234·20 Tem

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Serenity@aleabitoreddit·19 Tem

There’s nothing quite like the scent of more AI capex on a Sunday. Probably some ways to go if leading frontier models are out of capacity from too much demand.

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Seranity/Precise market analysis@acic1234·20 Tem

@aleabitoreddit 1

Seranity/Precise market analysis@acic1234·20 Tem

@aleabitoreddit 2

Seranity/Precise market analysis@acic1234·20 Tem

@aleabitoreddit Just add my WhatsApp number to view my investment portfolio and follow my strategies!·· ➡️Copy and search to input Reply “777” to WhatsApp: +15132252966 Get it for free Detailed link api.whatsapp.com/send?phone=151…

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