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Ali Adnan
2.2K posts
Ali Adnan
@easycodes
Current Affairs | Stock Talk | over $1m💰in startup revenue | eCommerce Expert | Branding Specialist | Follow me for 360 degree perspective 💭
United States Katılım Haziran 2009
458 Takip Edilen332 Takipçiler
@Bro69Biden @EndicottInvests You are a fool, idiot and ignorant who do not understand what beta stock is.
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The fact $NBIS is “selling off” to $200 is crazy
What a timeline!
We’re still early.
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@MitchMartan98 It matters but valuations are stretched. Only $IREN is reasonable here.
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$CIFR $NBIS $CRWV $IREN all getting nuked today, apparently compute doesn’t matter anymore.
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IREN has acquired Awaken, a creative and media agency specializing in content strategy and brand development for high-growth companies.
Senior members of the team will join IREN, including Founder and CEO Chris Parker, who will lead IREN's brand and marketing strategy.
Daniel Roberts, Co-Founder and Co-CEO of IREN, commented: “As we expand across new geographies and customer segments, brand awareness and customer engagement become increasingly important. Chris and the Awaken team have been trusted partners to IREN for some time, and bringing those capabilities in-house was a natural next step as the platform continues to scale."
Learn more: iren.gcs-web.com/static-files/d…
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What does $IREN touch first ?
1. $40 (-23%)
2. $70 (+35%)
Stocks currently at $52.
What do you think 👀👇🏽
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Who FOMO'd into this thing at $380? $CBRS
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@Cantal_Capital it will but no one knows timeframe. Suppose if it does in an year or two, you will be rewarded but there are so many better opportunities in the market you will miss.
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$IREN Can someone confirm if IREN will go to $100+ pls
Thanks
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@Gubloinvestor @DanielMCharter No one can be 100% right. Gublo usually gives great opportunities from the market.
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@DanielMCharter Thanks dan. i posted at $1.80 so when it went to $3.80 over 100% in 3 days, it was ok but since it went down, i m now scammer 😀
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You can't blame @Gubloinvestor for $DARE. He posted about it. You took the risk. Especially during earnings week.
You always set a stop loss during a earnings call.
$DARE
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@EmilSorensen202 Yes. Demand is high. But capex and Dilutions are the problems for these neoclouds
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I gotta be honest: I’m NOT in $NBIS and $IREN for the next decade, but for the next 2-5 years.
AI infrastructure won't grow 100%+ for forever (cyclicality), and these won’t be the best plays anymore once its 2030 and the stocks are 500% higher.
There’s 2 companies I might trust for more than 5 years: $SOFI and $HIMS
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@danielisdizzy Market knows well. There are execution risks. Leadership is good but not great.
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$IREN is by far my favorite buy among the neo cloud companies right now.
While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%.
The market is still massively underestimating one thing:
Power.
$IREN 5GW of contracted power is a real moat, and in the AI era, that matters more than almost anything else.
As Jensen $NVDA said:
“None of the bottlenecks like memory or chip production last longer than a couple of years.
What’s different is energy.
You can’t create an industry without energy. You can’t build anything without energy, and those things take a long time.”
This is the real AI bottleneck.
Not chips.
Not memory.
Energy.
$IREN already has it.
Those 5GW will be fully utilized.
Just like $AMD eventually massively outperformed $NVDA after lagging for a long time, I believe the same setup is happening here.
Right now, $IREN is lagging $NBIS.
That won’t last forever.
Buy the laggard.
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@TheTechInvest Stay Bullish, it will do nothing. I did lots of DD on this. Regret selling NBIS and putting money on this shit.
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Why I’m still bullish on $IREN
Because in 4 months, $IREN went from 3GW to 5GW + global pipeline ; from bare metal to software + bare metal + North America constraint to having presence in both Europe and APAC + $MSFT dependant to having $NVDA as the only neocloud to have a software deal with a MAG 7 + from Sweetwater missing the deadline to be energized on time.
The first half of 2026 is insanely bullish but unfortunately 99% of so called investors follow the price action more than the business itself.
The Tech Investor@TheTechInvest
What has changed since $IREN hit $80 in November 2025? 1. Sweetwater 1 was energized. 2. $IREN announced building Oklahoma (1.6GW) data center. 3. The company increased its power capacity by 66% in 4 months reaching 5GW. 4. The company disclosed having a global power pipeline. 5. The company announced its expansion in Europe. 6. The company announced its expansion development in Australia. 7. Announced its strategic partnership with $NVDA to accelerate deployment of up to 5GW of AI Infrastructure. 8. $NVDA is a new $IREN customer. 9. $NVDA to invest up to $2.1B in $IREN. 10. $IREN raised $2.6-$3B with 1% annual interest and $110 capped calls.
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Blackrock Increases $IREN Position by 604.94%
On May 13, 2026 - BlackRock, Inc. filed a 13F-HR form disclosing ownership of 4,457,120 shares of IREN Limited (US: $IREN ) valued at $152,790,074 USD as of March 31, 2026.
The entity filed a previous 13F-HR on February 12, 2026 disclosing 632,268 shares of IREN Limited.
This represents a change in shares of 604.94% during the quarter. The current value of the position is $252,094,707 USD.
fintel.io/so/us/iren/bla…
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Let me remind you of this today:
There’s no bubble.
Stop whining and being a 🐱.
We are going higher when retail 🐱 is out.
$IREN is a $200 stock.
$NBIS is a $400 stock.
$CIFR is a $100 stock.
$AAOI is a $600 stock.
$RKLB is a $500 stock.
$OUST is a $100 stock.
$PENG is a $150 stock.
Stop worrying. Breath. Relax.
Imagine where we are in 2030.
Long term mindset. Don’t let them shake you out.
That’s how strong markets, stay strong.
-BP
Reminder: This is not financial advice.
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@rg807 @aleabitoreddit IREN got 20% prepayment from Microsoft contract. IREN has more than one customers, notable are Microsoft and Nvidia.
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@easycodes @aleabitoreddit NBIS is the better company. This is why they are getting prepayments and why they have 10 decent customers. IREN is diluting to build and has one customer. At this point, it’s fair to say that NBIS won (could change, but getting less likely every day).
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As I said before $IREN is basically dogsht compared to $NBIS.
$NVDA didn’t give $IREN funding yet.
So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means.
It’s an endless dilution machine just because they secured power.
I call $IREN holders 0 IQ because they just buy in it to get diluted without understanding nuances of financing.
Nvidia actually gave $NBIS funds.
While Nvidia got a free no-risk purchase agreement for allowing $IREN to use their logo.
$IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.
Serenity@aleabitoreddit
I still am bearish on $IREN. Algorithms/retail probably read $NVDA + $IREN partnership and bought it up. However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes. So $IREN can continue selling their $6,000,000,000 ATM into retail investors. It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B. This wasn't Nvidia directly funding $IREN yet, just a risk free option to. There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.
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