Reddit Posts
I ran when I bought IREN and now I’m like WTF happened with WFF
Goldman Sachs just upgraded $CRWV to Buy arguing investors are underestimating returns CoreWeave can generate from its AI infrastructure.
$IREN deal with Real Madrid looking spectacular 🤌🏻
IREN, new official sponsor of Real Madrid
Are neoclouds / Data centres builders not a buy here?
Coreweave buys 8% of NVIDIA chips, and NVIDIA backs Coreweave. Now Coreweave is having trouble, how about NVIDIA's revenue?
$IREN CEO answered the AI bubble talk with a few numbers.
CRWV, NBIS, IREN Stocks Tumble After Gartner Forecasts 80% Of Neocloud Market Will Cease To Exist By 2030
IREN tanked on Anthropic deal what am I missing ?
Pre-Market Gainers and Losers for Today (October 12, 2026) 📈 📉
Anthropic inks unannounced IREN cloud deal.
$IREN has by far the most uncontracted power in the group with 2,000 MW (~40% of the ~5.2 GW total) and about double $CIFR at 1,000 MW with $GLXY at 830 MW, $CLSK 585 MW, $MARA 480 MW and $CORZ 274 MW.
AI Stock Crash, while AI Tech is Universal - Prediction
IREN is the new jersey sponsor for Steph Curry and the Golden State Warriors. How much could this visibility affect the ticker?
Red day from FED..do you close profitable covered calls, roll or sit on hands?
4 Infrastructure Plays Repricing from Digital Assets to Hard Compute
The Co-Founder & Co-CEO of IREN Explains Why They Signed the Richest Jersey Patch Deal in North American Sports History of $50M+/Year
Datacenter penny stock to use mining building already in operation $GPUS
JP Morgan gives IREN a double upgrade
IREN - still squeezable after recent pop
OpenAI and Anthropic Just Reignited the AI Hardware Trade
Keel Infrastructure (KEEL, formerly Bitfarms): a $2B bet on AI data centers that hasn't signed a single tenant yet
Lessons from my $8k IREN loss.. (regard edition)
I'm flat $IREN and not buying the dip
IREN - should have hit the SSR list with the -10% drop
$IREN earnings report. What does everything think?
Pre-Market Gainers and Losers for Today (August 28, 2026) 📈 📉
We buying IREN ahead of earnings?
What is your opinion on IREN before earnings?
IREN TO THE MOON🚀 (regard edition)
Im going to win this time, IREN TO THE MOON🚀
Earnings week watchlist — these are the ones I'm watching next week
21M, was up 101% YTD, sold half of everything Monday. Regard?
POWER IS THE BOTTLENECK, NEOCLOUDS HAVE THE POWER
Retail investors are facing the biggest risk since dotcom
The AI bubble is more dangerous than the dotcom one
POWER IS THE PLAY, JUST NOT HOW YOU THINK
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
Pre-Market Gainers and Losers for Today (August 13, 2026) 📈 📉
Cipher Mining (How Significant is the Demand for Energy?)
Next week is gonna be a bloodbath
This rally looks like an exhaustion, doesn't it?
Situational unAwareness - The Best AI Thesis on Wall Street Just Got Margin-Called
Situational unAwareness - The Best AI Thesis on Wall Street Just Got Margin-Called
$IREN: timed it perfectly yesterday for the YOLO and now it’s up by 24%
$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad
Why is IREN up ~19%? Its customers just agreed to pre-pay for the GPUs
Predicting from $39.15 as I am typing this, IREN is well positioned for a breakout into the $48–72 range over the next few weeks.
IREN Signs $2.8 billion Worth of New Deals
Pre-Market Gainers and Losers for Today (July 20, 2026) 📈 📉
120k > 20k > 120K > 15k on IREN and IRE
I gonna sell these stocks and they will fly, based on recent data.
$IREN - heavily shorted this past month
$IREN x Golden State Warriors Jersey Partnership
Tips on stocks great for CSPs/Wheeling right now? I'm looking for consistent income and low stress
Looking for a serious bull vs bear discussion on IREN (AI infrastructure/data center thesis)
$VIVO - AI datacenter play with 153% SI. New 6K suggests deal will be done ‘early June’
I pulled this tape from Friday. It reads like a Bay Street directory.
The AI Pivot No One Is Talking About — And Why $CAN’s Rerate Could Be Explosive
Space regard checking in before launch.
Pre-Market Gainers and Losers for Today (June 3, 2026) 📈 📉
From 50K to 1.7M+ Trading Shares Only (No Options)
From 50k to 1.7M+ Trading Shares Only (No Options)
Mentions
I actually don’t think what Elons saying is inaccurate, I just question his motives. And I think IREN is the strongest. I mean shit, some of IRENs customers are other “neoclouds” (Fluidstack).
These AI stocks are worth something right/ NBIS/IREN/CRWV? they aren't zeros now right??
IREN will be fine, there’s plenty of cash out there for the others too, this is just more BS.
IREN is fucking killing me
I got out of IREN and NBIS last month and good riddance
So assuming IREN is going to fail? That’s the one fricken spec I have.
Your port will suffer with ASTS and IREN bro
What are we buying tomorrow? I’m looking at IREN, NBIS, and ASTS….which do you guys think I should grab? Or another suggestion?
IREN performs worse that NBIS on red days and green days Why own IREN?
Because neoclouds like IREN are trading as if they are already bankrupt. These are potential 10 and 20 baggers unlike hyperscalars which should yield good returns for way less risk but no where near the same magnitude of potential.
crwv will recover after Elon fud along with NBIS and IREN
NBIS & CRWV & IREN & CIFR & APLD are fuked tomorrow :hammer:
He's forecasting credit rationing, which I think is a reasonable conclusion. Lenders are going to stop signing cheques for every small "innovator" in the generative AI field. Lenders haven't lost their appetite for this sector of the market. I just think they're no longer willing to finance growth at any price. Companies with independent cash flows can ride that out; companies dependent on perpetual refinancing may not. MSFT, GOOGL, AMZN..? The big players are going to be fine. NBIS, CRWV, IREN...? I don't like their prospects.
I mean it really only matters for CRWV.. they have like 50 billion in debt and bookings bad by comparison. IREN, NBIS both much more reasonable levels of debt.
You didn't dodge semis, you bought the leveraged version of them. NVDA sells the shovels for cash. CoreWeave rents the shovels out with borrowed money. Latest quarter: $72B in total liabilities, $640M in interest expense (up from $267M a year earlier), -$5.7B free cash flow. When Bloomberg reported on Oct 14 that CRWV's unsecured bonds were trading at stress levels, the whole neocloud basket went with it. On the 16th alone: CRWV -6%, IREN -4%, NBIS -2%. That's the week you bought. For fun I pulled the congressional disclosure filings (House Clerk + Senate eFD) for your exact basket. Congress barely touches it: \- CRWV: 4 trades total. 3 are on Rep. Cleo Fields' (D-LA) filings. The other is Rep. Val Hoyle's (D-OR) spouse, $1-15K, reported 98 days late. \- IREN: 4 trades, all on Fields' filings. $15-50K buy in Jul '25, $50-100K sell on Dec 26, $50-100K buy on Jan 20. \- NBIS: 1 trade. Sen. Armstrong (R-OK), $1-15K, reported 113 days late. \- IONQ: 1 trade. Rep. Steube's (R-FL) spouse, $1-15K. 10 disclosed trades across 535 members, and 7 of them are on one member's filings. You're not riding anyone's coattails on this one. Caveat: members get 45 days to report, so anything traded after \~Sept 10 isn't public yet. Fields' Jan IREN filing: [https://disclosures-clerk.house.gov/public\_disc/ptr-pdfs/2026/20033858.pdf](https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033858.pdf)
IREN dilutes as soon as it goes up, lots of long term bagholders there, I’d recommend against it as a long term play until next year but honestly there’s better picks
wanna see a clip where they ask real players if they know what IREN is :D
I took some big risks as well, mainly with IREN and CIFR. I don’t think anything major has changed in the thesis of those companies. Oil, rates, yields, midterms - it’s a risk off market right now and there’s a huge sell off that is way exaggerated IMO. I believe eventually we’ll be good, but there’s still volatility ahead. One argument I don’t necessarily agree with is investing in AI companies because “AI is the future”. AI isn’t going anywhere there IS a bottleneck. But that doesn’t mean smaller companies will definitely survive. Their hardware, their power - sure. But they could also deteriorate to a point they’ll agree to a cheap buyout that will fuck over shareholders. I don’t believe that to be the case with the companies I’m invested in, but that risk IS there.
Saying KOSPI has peaked is saying memory peaked, and I seriously doubt that. I have some IREN though and have no idea, terrible investment lol. Should've sold as soon as they sponsored the dubs
Some might come roaring back, but there's a good chance a lot of these names won't make a new high for a long long time, if ever. CRWV at 180, IREN at 75. KOSPI index at 9,300. All likely topped out.
NBIS, IREN, And Coreweave are three of the most insanely overvalued stocks I ever seen, even after falling off a cliff this last month. IREN alone has guided 30 billion in CAPEX next year...3x more than their current market cap... LMAO
What are you all buying right now? I’m looking at IREN, SPCX, and ASTS. Idk what to buy anymore.
Oh well like IREN hasn't been delisted yet so I don't think it needs to make sense
I better see IREN at $20 next week
Meme stocks have lots of potential but not much else. QQQM or SCHG or VUG will crush stock like IREN and NBIS Long term. Always will
Time to start buying IREN and ASTS or wait for more blood? Leaps or gay shares looking juicy
IREN is absolutely destroying me.
Lol selling neoclouds even more - IREN to $23
Very tempting to buy IREN here. But I just have a feeling it hits August 2025 price around $23 and bounces hard.
A heartfelt word to all my brothers who are still holding on to $IREN ！ I just had a massive argument with my wife tonight. She insisted that I sell my $IREN, but I refused—so she slammed the door and walked out, threatening divorce. I didn’t budge. I truly believe that within three months, it will climb back to that $65 mark we’ve all been eyeing. She thinks I’ve lost my mind, but I know who’s going to end up regretting this. I’m not selling. I’m holding on, and I’m keeping a close watch. If you’re still in this with me, drop a like and hit follow—let me know I’m not the only one carrying this burden. $IREN—let’s see this through together.
If you start building out today you’re paying like 10x for the land and materials than IREN for example who got the land and shells 10 years ago. If you can’t get a serious pipeline there’s no point. Also the wait list for grid connected power approval is like 5 years right now
I don't know why but IREN NBIS WDC not catching up with QQQ
IREN 0DTE 26.5c lottos to Valhalla
IREN might've bottomed here at 25
IREN has no sellers left they’re all in the squid games
IREN about to RRRrrrRRRIP Faces and Fk Asses
Price per MW/GW....this is why neoclouds will command a premium price. They have contracted, access to grid connected energy. There is a 3-5 year backlog on electrification equipment. Just to get a Seimens gas turbine is like a 5 year wait or something like that. You can make a gazillion chips, won't matter much if you don't have the energy to power them. This is neoclouds niche, this is why they are worth anywhere from 2x to 10x from here. Hell, IREN, if they get only HALF of their capacity online into high end AI/HPC, they should command a 300$ share price....AT HALF PLANNED CAPACITY! Thats more than a 10x from here. Talk to me about debt all you want. Yeah it might be expensive, but their future profits will more than cover the debt expense. YOU NEED TO SPEND MONEY TO MAKE MONEY! THAT'S BUSINESS.
Down $67k, IREN -32%, WFF down 97% to zero, cash balance $40, but Webull says 'Risk Level: Safe'. If this is safe, I’m terrified to see what 'Danger' looks like.
you do realize META/GOOG/MSFT/AMZN and IREN/NBIS/APLD/CRWV financials and business models have nothing in common, right ? First can cut capex and swim in FCF next quarters covering their debt interests then some, second can't cut capex or they debt fueled house of cards crumble
I wonder how many "all in on NBIS/ CRWV/ IREN!" comments we will see today
At least you're not telling anyone to buy CRWV and IREN
IREN at 25 laughs at your big recovery.
To be fair in my neocloud basket I’m like 75% Nebius, 15% Coreweave 10% IREN. But at this point I’m honestly averaging just DCAing along this ratio to bring my cost average down in the other two, will probably offload them again soon. I do think this financing fear is still overblown and they’ll more or less rise together soon.
Exactly, if you wanna hold a neocloud just go for NBIS. Too many IREN bagholders are trying to doom post and CRWV.. don't get me started, these mfs dragged NBIS down when they dilluted the last time cuz algo drag the whole sector down. They know what they are doing
I feel now is the time where the shit ones likely fail or get punished hard and money gets behind the winners, of which NBIS will be one. IREN, KEEL, HIVE are just dogshit imo
Need to see dogshit ORCL, IREN, CRWV and NBIS just die next week. God willing.
Guys, we need to Short CRWV & IREN.
Short CRWV to 45 & IREN is dropping below 20.
FUCKING "CAKE" STOCK IS UP 113% YTD WHILE YOU FUCKERS ARE SHILLING KEEL AND IREN AND ASTS AND ONDS ALL YEAR. and how about DINO, nice smooth ride up 161% while everyone here is degening on fucking USO. I hate it here.
Hey IREN is not red in premarket currently now if I don’t check it again for the rest of the night I can go to bed without crying
The year is 2030, MU is $2000, SNDK $3000, SPY $1500, even IREN is $200
At least I didn’t buy IREN at $76. 🤨 Sitting at a healthy cost basis of $19.
Only $IREN management make money on that ticket, stay away.
I would like you to give access to my test system. It has order book from Nasdaq total view for 20 stocks and a full options flow for other stocks. You took a lot of risk on random stocks. IREN is good but it’ll be a long hold. Follow me and message me your email. I’ll send you info with your login
How are the "all in on NBIS / CRWV / IREN" bros doing?
Short sellers have made $6 billion betting against AI data center stocks this month, per Bloomberg: Nebius, NBIS: $2.94 billion; CoreWeave, CRWV: $1.7 billion; IREN and Applied Digital, APLD: over $1.2 billion combined
I am officially a long term IREN bagholder.
Idk how people are sitting around with a full port of IREN at an average cost of like $55 That shit would radicalise me
IREN For Shizzle did you see they just opened up the EU
$IREN begging for a deal, and so is $CRWV
Did CENTCOM nuke IREN? I thought we were striking Iran?
Bro everyday CRWV ASTS RKLB IREN APLD down 10 percent bor :kekh: :kekh: :kekh:
IREN SPAIN EU DEAL 300 MW BUY BUY BUY THIS SHIZ SHOULD BE $30 right now
IREN had great news with their first contract in EU and Spain , this jammy going to be positive by days end.
IREN going to Shrek Dick into close
IREN APLD CRWV to the moon!!!
TOO LATE IREN short is up 200% in last month too late bro should of done a month ago
IREZ is almost the same price as IREN 🤣
Did 🥭 declare war on $IREN instead of IRAN?
IREN is going to 0 lmao
Now I'll start to buy IREN 23-24 gap fill.
is IREN gonna go even lower than 25?
To be fair IREN has power and they aren’t drowning in debt. Also helpful the owners are bank bros
NEOCLOUD, NEOCLOUD, NEOCLOUD.....THEY HAVE THE POWER, I HAVE BEEN BITCHING ABOUT THIS FOR MONTHS!!!! CRWV, IREN, WULF, KEEL, HIVE....existing facilities that have contracted power, ie old bitcoin mining facilities....this is where the money is going to flow, ENERGY, and the companies who have it, and have access to it.
$CRWV $NBIS $SPCX $IREN datacenter Neo cloud, which one go bankrupt next ?
Buying 4 contracts of IREN Call aug expiry
Yeah my IREN puts are doing wonderfully
CRWV, FRMI, IREN, ORCL. 52 week lows and retail says they are only going lower so you know what that means.
NBIS and IREN are dead so is my port on them!
C’mon IREN keep those numbers up
Is IREN ever going back up to 40
Can NBIS shareholders sue CRWV execs and shareholders for this damage? (APLD and IREN shareholders are welcome to join)
IREN closes above $28 it's going up fast.
Look at the daily chart on IREN for the past 5 days. It's literally whiplash. No direction whatsoever lol
IREN could launch here. RSI on the 4hr is 23 haha
I'm still amazed at how retarded every IREN opening is. Pure schizo, every day
how spcx building a bunch of data centers is bullish for CRWV or IREN is unclear to me but also fundamental analysis is useless
When debt load of Neo clouds getting worse day by day at higher rate, many companies bonds are pushing to junk territory $CRWV $NBIS $IREN $OWL $ORCL $META $SPCX $GOOG $AMZN $NVDA all raised debt https://youtu.be/e0Dlr07jfjA?is=Em9R9fVjQVNmwM3n When few Neo clouds miss debt payments, then dominos fall one by one.
IREN is about to flyyyyyyy
IREN csp premium is absurb, $200 for a $2800 capital, 7%!!!!!!!!
AXTI and IREN are reporting next week. They are cheap
If SPCX pumps 10% tomorrow and IREN pumps 5% I would be very happy.
I reiterate, buy at price points you want. Example today I bought 100 shares of IREN for 26 bucks. Not going to sell Cc on it yet but also sold two $25 weekly puts on the put wall. I’m very comfortable owing this stock at this point. I wasn’t touching it when it was above 45.
I bought IREN last week and am down 24.51% already lol. The futures are up almost 3% which is nice but it's still going to be awhile for to break even if it ever happens at all. I probably should have sold the day after I bought it and it started dipping but I'm a regard.
Oh god is IREN going to 40 next week
Gonna need Elon to hype up data centers in this earnings call. Coreweave and IREN nose diving 40% in a month is an ouchy.