IREN
IREN Limited
stock NASDAQ

Was also thinking about this today. I hold both, with more IREN but the general consensus seems to be NBIS

IREN leadership fucked up hugely. Not even joking. People are PISSED at them. They diluted the stock just to give themselves absolutely insane corporate bonuses/payouts and give a 50 million sports sponsorship to the Golden State Warriors.... The largest sports sponsorship in NBA history... !?!?
IREN not going to bounce back nearly as fast as NBIS.

Bro, NBIS, come on. IREN keeps diluting and then giving themselves bonuses for it haha.

If you have limited fund and only one can be buy on Monday. Between the two IREN or NBIS?

HPE and Dell are equally as winners in this area…but Dell has already appreciated a lot more. So HPE is the better play at this point
I do like IREN here at this price point. Probably the safest Neocloud bet

IREN, ASTS, HOOD

WEN IREN POET

IREN, PYPL, PATH, TD, SOFI ….

I agree. NBIS is definitely on the riskier side, but that’s true for most AI-related tickers at this stage. They’re priced more on future growth than current fundamentals, so volatility comes with the territory. Personally, if you’re looking for a different risk profile, I’d lean toward IREN. I still consider it a high-risk investment. Either way, if you have a long investment horizon and can tolerate the swings, NBIS, DRAM, and IREN are all worth researching, but none should be considered conservative investments.

LOL It is even worse than IREN

What happened is META announced they're selling "excess compute" into the market by starting a cloud biz. If you'll recall, after last earnings Meta went down when Google went up a ton despite similar earnings; this was because Meta had announced they were looking at $145b+ capex this year. Since Meta didn't have a cloud biz like the other hyperscalers, the massive spend on capex for AI was far more worrying because what were they gonna do with all those chips if their AI play ended up being another, ahem, Meta.
So in announcing this, they did two things:
1) Gave everyone a release valve on the question of "where does that capex go to get profit if your AI sucks", BUT in their announcement they said they're selling excess compute, and for the last 2-3 years the story behind the AI boom was based on the assumption that compute demand would be endless. So this announcement made the market think that...
2) maybe the demand for compute isn't endless, and not only that, if META can't figure out how to use AI to make money yet in this way, the overwhelming burden of expenditures on AI infrastructure start to look less reasonable.
If 2 comes to pass, it means Nvidia+MU+TSMC+Coreweave+IREN+any number of other investments in the stack of "next choke point" investments around AI stand to have their entire 10 year plan, that's probably already been paid for using big ol' loans, comes tumbling down like a deck of cards.
So Meta popped, and MU and other chips dropped hard. You can thank Mark Z.

IREN!!! Gonna moon

I put in an order for PLTR & IREN....

IREN 🚀🚀🚀

Does IREN have any chance of recovering lol

IREN

2008: CDO of CDO, saw GFC
2026: Compute of Compute, by SRT
All propaganda of compute shortage trap.
Now all want to renting data center, $SPCX $META $CRWV $IREN $NBIS etc many.
As they have too much extra compute capacity available, why not rent and make some pennies.
Banks use synthetic risk transfers (SRT), almost like CDO of 2008
Check $JPM $GS $MS $C $WFC $UBS $BLK \& many in $XLF how all push SRT

$QQQ $SPY $MU $NVDA $SOXX feels bubble ready to bust and wipe 50% of hype index
You can fact check .
https://preview.redd.it/l4800500r1bh1.png?width=644&format=png&auto=webp&s=f180587579b49febc42ad68f8efd86f16e6f1756

I hold all the hot stocks this year (a lot of it is luck and I’m not a genius). But I still believe they are trading at amazing valuations for what they are worth
RKLB - easily top tier and deserves a significantly higher valuation, the only reason it dipped was thanks to musk and his genius play with that ridiculous IPO
NBIS & APLD - They are truly the top dogs of hyper scalers, NBIS is the largest player in the market and APLD has been signing contracts and MOU’s like crazy. Again compared to their competitors like IREN (who for some rlly annoying reason, keep on diluting their shares) , have a larger MW and GW capacity and pretty much most of the big tech firms are signing massive contracts with them
VPG- this isn’t usually talked about a lot but they are pretty good with a lot of projected booming industries like aerospace , humanoid robots and photonics (I mean it’s literally in their name to be precise - Vijay precision group lol)
GOOG - despite their recent drawdowns, I absolutely consider them to be a top tier long term play since google is literally THE company on planet earth
MSFT- I actually believe it’s heavily undervalued. Like we are reaching PE levels never seen before and I feel like the market is over reacting with the high capex spend not realising that msft is literally one of the companies too big to fails (azure, office, co pilot are pretty much used everywhere I’ve worked at)
MRVL- kinda hype but I believed Jensen huang when he asked all investors to trust NBIS, so I’ll trust him with this one also (NBIS helped me pay my entire Uni fee btw, that’s how much I love this stock)
PLTR - I’m just excited to see what they planning with their NVDA partnership
Anthropic ipo - imma pump and dump this (only gonna hold for 2 days, and sell it) - I believe it’s gonna get the same treatment as SpaceX.
Again I hold large positions in these stocks, and these have made me a lot of money, which is why I may be biased. I’ve also lost a lot of money on stocks like INOD, POET, LWLG, ASTS (although this was more of Amazon’s fault), META, GLDM. So take my advice with a grain of salt

Can I ask, is there any stocks on your watch list that you would recommend researching in to?
Currently my only single stocks are NBIS and RKLB. Currently looking in to IREN and Redwire