IREN

Ass-Pounder-4000

When does your IREN calls expire?

z-duni

Was macht IREN und wieso ist er so populär?

Ocilla

Why IREN specifically though? I hold it too, but curious

Ocilla

Same, but why IREN and NBIS?

vandammes

Crypto up. Maduro down. Calls on NBIS and CIFR and IREN. Tommorow we blast off.

McDuckbets

& IREN

ndykstra24

APLD, ARKX, NBIS, IREN, MU, QBTS, BBAI, POET, ASTS, RKLB if you think AI and space sector will keep advancing through 2026.

Koniax

IREN is going to fly this year. I think KRKNF will do well too, anduril ipo happens this year which uses kraken batteries and KRKNF will be uplisted from the toronto stock exchange to NYSE

Koniax

IREN and KRKNF are my picks for 2026

Low_Administration22

Pretty sure IREN competition bombed in Venezuela. Bullish for IREN

LippyCunt

Man… are my IREN calls fucked on Monday now…?

Impressive-Cat-3144

Invest in IREN and CIFR now Hold for 5 years. You'll thank yourself.

MorganTargaryen

add IREN, let it sit a year, youll be in the green. stop fking up

pooterssssssssss

IREN pumped 13% lol you KNOW thats the sign of an amazing stock market?

Calm_Ambassador5896

Grabbed some IREN today at just over 40. It looks like it's ready for the next leg up. Nice -looking data center play..we'll see!

jeffynihao

Nah im buying IREN. It'll benefit from both

Silver_Initial3718

$RDW is the $IREN of 2026, quantum of 2025. People will buy at $40+

Comfortable_Oil6642

NBIS, IREN, CIFR - literally rocketing. Get in while you still can.

rottenfence

$GLXY $IREN $APLD $NBIS will recover quicker than you think

TherealCarbunc

I'm buying calls on IREN, want to see how next week plays out with the $35 put wall acting as a magnet first, if it dips to <$36 im buying calls for June with low -mid $40 strikes

Beefjerkysurf

good... when i see shit like IREN - i know retail gonna get rugged

Mysterious_Sock_7085

Cash burning company, IREN has the power edge. Wait how they decimate NBIS in the Data Center space, not sure about other businesses NBIS has.

donktastic

I wish I was into them back then but at that time they were just Bitcoin miners, no reason to think they would do anything amazing like what AI data centering offers. Their structure and build out plans are better than NBIS and IREN imo. It's not too late to get in, my prediction is the stock will be somewhat stagnant until late spring when their conversion really starts taking shape. They just need to prove they can execute. Once they disassociate from Bitcoin pricing and AI debt fears they will have a good run.

Koniax

Long IREN

TheLastMuse

How come IREN was such a bust even with all the hype, I'm down on it as well. Does it have upside a year or two from now?

Chill-Dragonfly77

Going along with ONDS I think AMPX will be a stock that’s on here a year from now after its run. Similar to IREN. I had at IREN at $8 a share when everyone said it was bs. But IRENs earnings were too good plus their data center pivot. AMPX is similar. They have an amazing balance sheet and their earnings have been stellar.  AMPX is who makes high density batteries for drones for companies like ONDS. So if ONDS is growing so is AMPX. 

Dumbest_Degenerate

NBIS and IREN are miles apart when you dig past the headlines.

dentheman31

Sounds like IREN, NBIS etc.

investinreddit-

Good stuff. OP you have guts of steel although this trade has been smooth with Google / Alphabet. I just don't have the courage to have that much market exposure to options. I bought at the same price point. I think you bought earlier than me with heavy market exposure but it's just stocks. It's up over 70%. https://preview.redd.it/rxudv4mn2sag1.png?width=954&format=png&auto=webp&s=e82369a39b7dca10e39caac8c25a9aa95d0a9c1e Good shit man. My stocks have been $CRDO, $GOOG and $ IREN in 2025 . $crdo was with me since early 2024.

donktastic

CIFR - underrated Bitcoin miner conversion to data center play. IREN and NBIS get all the attention but CIFR is quietly building a strong foundation and one of the leaders in the conversion trend.

Easy_Basil1140

Thoughts or insights on IREN? It has struggled since I purchased it a few months ago…

atoice

22.35% in my brokerage with only 35% in. Thanks to GOOGL, IREN, and MRVL LEAPS. Wish I did more!

Silver_Initial3718

To be honest they remind me a lot of $IREN last year where people didn’t quite understand their business, worried about dilution and cash flow etc. Also reminds me a lot of $OPEN where they’re doing a lot of revenue but losing money which has lowered the multiple immensely. My biggest concern is a full blown recession will send all stocks cratering so this will easily be cut in half but if the govt. continues investing in drones, the $RDW recent acquisition could see new govt contracts and a rerating in 2026. I could easily see this one becoming the new darling for the year and running with $ASTS $RKLB. Big risk big reward imo

Koniax

Yeah NBIS and IREN will fly in 2026

Party_Shoe104

According to Grok, NBIS & IREN are the top two Growth stocks for 2022 w/NBIS forecasted to increase 521% and IREN 134%, so be patient over the 2nd half of the year. I don't own IREN, but own 80 shares of NBIS @ $77....waiting for it to dip back below $77 to buy 20 more. I also bought the $60, 1/15/2027 call (Break even at $99.30).

Fancy_Cattle_5914

Jan - October: $167k Gain November - December: $170k loss NBIS, IREN, APLD, CIFR, HOOD

chasingnirvana9

What’s your take on IREN?

Adventurous_Tea_2198

No idea what NBIS,MU,IREN,TSLA are so that brings it down to ASTS RKLB GOOGL AMZN RDDT PLTR Thanks for the picks

Dr_Bogosloviya

I really like MaximumTurbo8’s reply below, it sums things up quite nicely. Jokes aside, I could answer you with the usual stuff you see here (“it’s very different from IREN and the rest, they also own other interesting businesses, it’s a bet both in the US and the EU, etc”) because a lot of it is legit IMHO. But for me there was another variable as well. I’m a native Russian speaker, although born & raised in the EU. Which gave me a good position to use and compare Arkadiy’s products since the early days of Yandex, when they were still an underdog compared to Rambler (I don’t suppose anyone remembers them). Long story short, he has a track record of delivering world class stuff for 20+ years and he has a very solid team, which always stayed under the radar because of their nationality. Now that this story is finally not related to Russian Federation in any way (I would not invest a penny otherwise), I finally feel that they could get the recognition they all deserve, and yours truly - some nice 10-20x gains

partfortynine

More juice in IREN?

SnS2500

There are lots of websites offering buy suggestions and rankings, but you can also create a watchlist of actively managed ETFs to see which are performing the best each day. Then look at their holdings. For example the SPRX ETF is up about 43% for the year and holds RKLB, ASTS and SATS. It also recently added neoclouds WULF and APLD. At the same time it added those two, it added and then dumped neocloud IREN. That doesn't mean the management there is right or wrong, but it offers a data point to any other due diligence you do yourself.

purub123

They made a deal with msft worth 9.7b and its only 10% of their planned capacity. Iren marketcap is around 16b rn. Gpus are in high demand, but energy is in even higher demand, and thats exactly what IREN has. Its all green energy too, so good for all the ESG stuff and whatever. As of right now its still often seen a bitcoin miner (cause thats where most of their revenue comes from, they mine bitcoin for 40k and sell it to power their datacenter buildout)

Emilio___Molestevez

$IREN

thinkneo

First off - having PLTR and RKLB grow 6-7x and then another 2-3x is a problem most people wish they had, don't beat yourself up for taking profits along the way. On the actual question: the core issue- you designed a portfolio with stocks as 15-20% satellite allocation, it's now 50%. That's not a portfolio drift, that's a completely different portfolio. The question is whether that's intentional or accidental. option 1 (rebalance within stocks): Your proposed target still keeps you very concentrated - PLTR + NVDA + RKLB + GOOGL = 69% of stock allocation, you're not really diversifying, you're just shuffling the concentration around. If you're going to stay concentrated, might as well stay with the winners. option 2 (trim to ETFs): This brings you back to your original design. the argument: you've already won, lock in some gains, let the core ETFs compound. emotionally harder but structurally cleaner. option 3 (do nothing): The "let winners run" approach. Valid if you have conviction in PLTR/NVDA/RKLB thesis. The risk: you're now 50% individual stocks when you originally wanted 15-20%, if one of these gets cut in half, it'll hurt. My take: I'd do a modified version of option 2, trim the top 3 back to something like 15% each (not your proposed 19/20/10) and move the rest to VOO. this: \- locks in gains \- keeps meaningful exposure to your winners \- gets you closer to your original allocation intent On the speculative names (LUNR, NBIS, ASTS, IONQ, IREN): to be fair, PLTR and RKLB were speculative when you bought them too - and that worked out. If you have conviction and size them appropriately (looks like 1-3% each), that's reasonable. Just know you're keeping the high-risk approach that got you here. No wrong answer here - but be honest about whether you're an index investor with some stock picks, or a stock picker with some index exposure, right now your portfolio says stock picker.

Mouse-Background

IREN will be a top mover imo

WorthwhileDomains

IREN at 7 and NBIS 99. Averaged down to 95

Fancy_Cattle_5914

NBIS, IREN, APLD, CIFR all tanking already in overnight. How long can these bleed for? It's been like 3 months straight of bleeding.

Fsociety2234

Ha! I’m all in on IREN. Haven’t heard much about it lately but I’m down 30% so far.

Koniax

I think you nailed it with ai space ocean defense for 2026. Long IREN, RKLB, and KRKNF

Correct_Proposal_409

I started in 2000, but eventually took all stock holdings and put them into the two businesses that I grew since then. Passive investing until about 5 years ago. Recently, probably my biggest win was IREN.

Marko-2091

NBIS and IREN are going to feed this sub with loss porn in 2026

Hongkongjai

I think when they mentioned “NBIS, CRWV, OKLO, SMR, IREN, MSTR, COIN, ORCL, etc” they meant it as an example of meme trades, and these stocks being down as a supporting evidence of the bubble breaking down.

Smooth_Ferret8081

Decided to open a small position for IREN and APLD today

gatovision

There’s plenty of value plays, market just hates em but there will be a rotation if the ai and meme trade crashes again next year. NBIS, CRWV, OKLO, SMR, IREN, MSTR, COIN, ORCL, etc already way down from their ath so in some ways its already breaking down. it goes fast.

LosHuevos69

IREN break 40 challenge (God couldn't make it happen)

Beloved_Mango

I swear if NBIS/CRWV/IREN/etc all pump 5% at open only to close red I’m going to speak to ask to speak to the MM Supervisor

TheLegendOfSteven

!banbet IREN +3% 1d

solesaga

Same dude. Saw you call out a lot of good plays. Are you still in IREN?

MightyDux22

i recommend an 80 delta or so LEAP so that it tracks closer to underlying. if so you probably want to look at some lower priced stocks for that. I like SOFI for example. IREN a little pricier but i also like that.

Impressive_Quail_377

IREN

Beloved_Mango

The price manipulation of NBIS/CRWV/IREN needs to be studied I’m guessing the 25% pump a little while ago was a squeeze? Every day MMs liquidity sweep either premarket at open I’m tired boss

Timmy98789

Sweats in IREN and CIFR! 

Chrizs_

I went through something similar, but with Crypto. I'm also still exposed. I have about 8 years active experience. Only reading will not help you, you need to go through these emotional rollercoasters to become a stable investor in my opinion. But I decided for these rules myself: - Indices as a base layer (DCA) - Don't chase hype and listen less to influencers (e.g. IREN) - Buy large caps mainly after severe crashes - Growth stocks max 15% of portfolio - ALWAYS apply fundamental valuation, even for this I buy options in. If you don't build your own conviction you will falter. - Options max 5%, only into confirmed movements (read "How to trade in stocks") - Always take serious profits at 50% in options - Besides options, accept that you can have a 1 - 3 year holding period - Always think about what you do when stuff goes sideways, actively plan for that - Don't add to losers, except it's indices or real long term holds (like UNH in my case, I will hold that a decade) The indices and fundamental stocks should make up about 70% of my portfolio at least. But currently I also hold cash due to overall high valuations. I'm constantly refining this list, but I want to end up with a portfolio that essentially cannot fail over a long time horizon.

Lucky-Dragonfruit774

VOO, RKLB, IREN, ONDS - 35.39% so far in 2025. Heading into 2026 with the same setup.

jeffynihao

Anything tied to OpenAI is toxic af. Go with IREN or NBIS or CIFR. Msg7 as a backstop is way better.

Emilio___Molestevez

$IREN $100 in 2026 but $18 first

ikasey24

I don’t care what anyone says, NBIS and IREN are pointless stocks to long. Dailies tho… easy. Today is gonna be an obvious -8% day

Fancy_Cattle_5914

LMFAO look at NBIS, CRWV, IREN, APLD, CIFR, etc. Data centers are fucking dogshit, know nothing but red bro.

Emilio___Molestevez

here's what I like about $IREN: when BTC goes down, $IREN is a crypto mining company; when tech goes down, $IREN is a datacenter company

sudharsansai

APLD and IREN have really good premiums jfyi

Koniax

IREN is going to blow up once they stop being looked at as a bitcoin miner, definitely my highest conviction position going into 2026

AloneStaff5051

IREN, NBIS, CIFR need to go up

xsairon

Idk two australian bankers vs cracked nerds with decades of experience that can sell stuff instead of metal and power+ they got lvl 4 self drive waymo like company with uber contract + clickhouse Still am 20% into IREN but im selling if it moons w the next contract when the huge database comes online

LuckyJamnik

I think META, IREN and INTEL are on their way to moon

SophisticatedLogic

What tickers? IREN? DUKE?

mollusc_in_the_wind

Ok how about we have a productive conversation about NBIS? A few reasons why I think it’s a poor investment: No margin of safety, no earnings, no FCF. Value is about buying future cash flows at a discount. Nebius has negative FCF, negative earnings and will need years of flawless execution plus multiple rounds of dilution just to maybe get to steady-state. You’re not buying discounted cash flows, you’re buying a story. Structurally grim economics. This is a capex-hog business that has to: Buy insanely expensive GPUs up front from Nvidia and friends. Build giant, power-hungry sheds. Then hope the hyperscalers (MSFT/META etc.) keep renting at decent prices. … If demand undershoots, or efficiency gains mean fewer GPUs per unit of workload, the vendors (who have all the bargaining power) still win. Nebius is left holding rapidly depreciating hardware in giant barns. Commodity product, no real moat. They rent generic compute in a knife fight against CoreWeave, IREN, CIFR, BITF and every ex-bitcoin miner with a pulse. The hyperscalers care about unit cost and reliability, not “brand”. The idea that this is some unique, irreplaceable asset is pure cope. Customer concentration & power imbalance. A couple of monster customers lock them into long contracts on their terms. If economics tighten, MSFT/META will renegotiate, squeeze them or walk away. Equity holders are last in the food chain. Optics & baggage. You’re kidding yourself if you think “ex-Yandex Russian spin-off is in charge of your sovereign AI compute” is a non-issue for EU governments. That’s a headline risk you don’t get paid for. If you want to take a speculative swing on “maybe the AI DC landgrab keeps going long enough that someone pays a silly multiple for this”, fine – but that’s growth / momentum gambling, not value investing. NBIS is a leveraged bet that a capital-intensive, low-margin, commodity business in a brutal competitive landscape will somehow turn into a compounding machine.

Fancy_Cattle_5914

HOOD Holidays is a cool idea, but they really ought to do only a few winners so the prizes matter. I can't be fucking bothered to collect $1.19 in DOGE and $2.80 in BTC after getting ass raped by NBIS, IREN, HOOD, and SOFI for $87k over the past 2 months.

AVI_Voice

I’m not sure which new stocks I plan on investing in in ‘26, but I sure hope my IREN, COM, DVLT, and DFLI share prices rise back up next year.

Section_Correct

IREN

Koniax

IREN, 2026 will be a massive year

Fancy_Cattle_5914

NBIS, IREN, APLD, CIFR - Santa fucking hates Data centers bruh

DrHarrisonLawrence

NBIS at $95 and IREN at $50 lololol

Emilio___Molestevez

you receive: 3000 shares of $IREN and a claw hammer I receive: a claw hammer to the cerebellum, and freedom

Fit-Impression-6602

Bought IREN at 41.13, what a steal, price target 41.14 🚀🚀🚀

Bigstonkspender

Im not gonna swing it. With trump making announcements left and right, minerals could pump 15% within minutes. Just gonna hold thru the year, ai and electricity is demanding copper asfuckkk. My picks are “taseko mines” and “hudbay minerals” as the riskier big upside plays. “Antofagasta” as a safe pick. IREN as my main ai pick Dvlt as a 10 bagger risky pick.

I_am_Nerman

IREN/CIFR 90 day calls CVNA 60 day puts

Boston-Bets

You're making my point. They (the Mag7) are burning cash they have, AND pushing the debt to build AI Data Centers onto "neo-Clouds" like IREN, NBIS and CRWV.

Square-Paramedic-890

IREN

Koniax

IREN will run hard next year, has plenty of catalysts coming up

jimmytap

IREN Firmly believe they will contract out the remaining GW of power, Sweetwater should be energized by April 2026, so hoping for $100 a share by Q3 earnings next year.

sudharsansai

IREN CSPs seem to have a super juicy premium...

WarDrugSmith

IREN

Bigstonkspender

$IREN

ExplanationNormal339

Here’s more why: [IREN](https://aimytrade.io/ticker/IREN)

BloviateBetting

I scanned the page and these are the most mentioned here from the data I scanned 1 RKLB Rocket Lab USA 2 AMZN Amazon.com Inc. 3 POET POET Technologies 4 ASTS AST SpaceMobile 5 GOOGL Alphabet Inc. (Google) 6 RDDT Reddit Inc. 7 TMC TMC the metals company 8 PATH UiPath Inc. 9 IREN Iris Energy 10 ONDS Ondas Holdings

cqx22

IREN

mirko-reddit

$IREN

Lichius

NBIS and IREN are mine. NBIS doesn't have enough wattage pipeline to fill demand on its own. IREN is the only real alternative.

ThatFUTGuy

after that corn run up, gonna bag a quick 10% on MSTR today and scalp some $ on IREN then i’m back out till January 🎅

Spirited_Mouse3341

There are large caps, blue chips in here. Imho a dark horse would be relatively unknown small caps. Or run-down companies waiting to make a comeback. I do like $MRNA. As someone who bought $NBIS in the April lows (around $25) and $IREN around $7 (but couldn't hold both long enough) I am now rotating to smaller caps and more obscure names. With smaller positions, of course.