Reddit Posts
$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)
$KEEL, speculative bitcoin miner to data center play backed by Leopold
CLSK & MARA: The Slickest Play in the AI Power Crunch
4 month update on r/Stocks favourite stock picks - up 43.62%!
Favorite behind the meter energy plays for the AI buildout? (Bloom and FCEL)
4 month update on Reddit's favourite stock picks
Took 1k to 18k. Doing it again day 4 update.
$META DD - Why you should bet on the lizard king
Bitcoin miners are quietly becoming AI infrastructure plays
Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App
Theory: Reddit is way better at picking stocks than you think - 4 month update on Reddit's favourite stock picks
$NBIS the most misunderstood AI company, and also the next AI company to go to the moon
Which Bitcoin miners are actually positioned as AI infrastructure plays?
Why did I buy IREN calls? I honestly thought it was going to spike.
Pre-Market Gainers and Losers for Today (May 11, 2026) 📈 📉
NBIS Q1 earnings Tuesday - I have been deep in this name for months
Nvidia dropped $40B+ in equity deals in 2026 alone. $30B to OpenAI. $3.2B to Corning. $2.1B to IREN.
Pre-Market Gainers and Losers for Today (May 8, 2026) 📈 📉
NVIDIA and IREN Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure, IREN +25% AH
CRWV Stress Test IV Crush before earnings today
Morning Market Movers: Sphere 3D (ANY) and Real Messenger (RMSG) on News
Fading $IREN into earnings - Puts & Shorts is the way to go
Fading $IREN into earnings — the 90% rally IS the trade
Thank you wsb for NBIS, IREN and APLD
IREN update from yesterday - definitely should’ve sold the house 😂
I am pretty confident in $IREN Calls before the Earnings come. Need feedback tho. :)
Nobody is talking about CIFR, which is exactly why I’m looking at it.
Nobody is talking about CIFR, which is exactly why I’m looking at it.
Going from Oversold to Rebounding?-- $GOVX Geovax, $ANY Sphere 3D, $BGDE Bit Digital Energy
IREN is about to rip on earnings and nobody is positioned for it
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
The Data Center / AI infra hype
Lost my car and buy some stock instead of keeping the money in a bank
$170k gain porn from my AI datacenter bull DD 2 months ago
Today I hit £1m and became the youngest ISA millionaire ever at 27. ALL IN ON ENERGY INFRASTRUCTURE - HUT 8 and IREN
DD: Hertz Just Entered a Real Short + Gamma Squeeze Setup (With a Real Business Behind It). YOLO $100k
37yrs old. Medium to long-term investing horizon. I'd love advice on if/how I should rebalance my portfolio.
$NUAI The next 10x in AI Infrastructure after $IREN and $APLD. (Hidden Mag7 deal incoming)
Run it back Turbo Americano - Keel Industries ($KEEL)
Have some liquidity that I’m looking to place somewhere
If you'd invest 10k in wallstreetbets stock picks for 2026 you would now have YTD 9,5 k
KULR Should Sell Its BTCs and Go All-In on AI Data Center Battery Infrastructure
With the recent drops, this would be a perfect opportunity for…?
Mentions
I could be living in the countryside, the gentle breeze caressing my face as I pick ripe apples from the tree in the garden. As I grasp for one, the sun peaks behind the leaves and makes me close my eyes, giggling. Instead I'm down 35% on IREN.
Every stock has been getting fked past few days. I hold IREN shares for the long term. I will add more soon and continue to add in every huge dip until they sign a big deal.
IREN getting bombed more than IRAN
Hyperscaler capex is beginning to slow, NBIS and IREN will be hurt
IREN has a nice discount these days if you want som**e quick profits in the next few months give it a look**
Why WULF, IREN and KEEL? Aren't you short semis/data centers?
more stocks to buy tomorrow EXC KEEL EDHL MSTR WULF IREN just watch after hours it tells the future
Huge amount of datacenters going up where i live, like hundreds of acres. Looked into it and its all IREN, might need to buy that stock
> Nvidia is also providing a buyback guarantee on unsold capacity, so if these partners can't fill their datacenters, Nvidia eats the utilization risk. There is currently not enough AI GPU compute capacity online. Your MSFT and GOOGL are buying capacity from neo clouds because they do not have enough. Think about that, the core of the hyperscaler model is large scale buildout efficiencies and generating high margin on that. Now you're the one willing to pay another compnay their margin to access their compute. You wouldn't do that to lose money. They can't even wait for their own datacenter expansions to online; they need/want it now. Your smaller neo clouds NBIS CRWV IREN have done capital raise purely for capex and to build a bigger footprint. This isn't a build it and they will/might come scenario - they're already here and looking for more. Even more well financed META and SPCX saw opportunity to effectively operate as neo clouds.
Do you mean IREN deal with Anthropic? I know the capacity was announced since but anthropoc want 1.4GW of compute from Australia alone. And they only have 400mw with terawulf, would be suprised if IREN does not get a deal confirmed in coming weeks
$APLD-- an actual business with contracts and projects-- getting the belt while $IREN-- two dudes running a website scam-- pumps
IRENtards are one of the most ridiculous species out there. IREN is almost at its September price and they’re still celebrating a +10% day
After memory, nand bull run. Crwv and IREN next cash cow
IREN is absolutely dead money. If you made gains, sell and cash out. It is going bankrupt 100%
Every time IREN drops below 40 is legit free money
IREN with the MOST OBVIOUS FREE MONEY 12% gain, congrats retards. 38 was an easy buy
NBIS getting cooked but IREN tho
So IREN x Anthropic is still speculation right. It could dump if they deny it?
To all the IREN bag holders , your welcome for the 8% gain today it’s because I sold my position Friday.
**BanBet Error** — Could not get price for IREN
Thoughts on IREN calls?
Rumor is Jordan Peterson is bullish on IREN.
Bought more CRWV and IREN. I going to see 12% up min
IREN is so ass bro. how are you gonna let SHAZ take your lunch with that much of a head start?
IREN big gap up coming up
IREN 20% move tomororw
At this stage if you were looking to rent out some AI hardware from the Neoclouds, you are in the buyer's market. META and xAI will be renting out the hardware soon and might be able to undercut names like NBIS, CRWV and IREN. The former has money and can absorb some hjts to capture the market, while the latter has a lot of debt and might not be able to. That said CRWV to $40, NBIS to $75, IREN to $21.
Going all in on IREN tomorrow, oh wait, I’m already all in
Leaked documents show Anthropic is looking to buy at least 1.4GW of Australian data center capacity, with the buildout potentially costing up to $15B. a guy on twitter said iran doesnt have the infrastructure yet, what do you think? IREN or could it be SHAZ ?
Because I thought everyone was talking about Kickle Cubicle for NES then I remembered that's IREM, not IREN.
Why don't you guys talk about IREN anymore?
Why don't you guys talk about IREN anymore?
IREN rumours of partnership with Anthropic? Huge
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?
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.
Does IREN have any chance of recovering lol
You put the ASICs in the bin and you roll in brand new racks with GPUs in your repurposed crusty datacenter. Makes more sense? Just look at IREN.
Zuck rugging neo clouds NBIS and CRWV -10% IREN only -4% because it's fake ai cloud btc miner 😉
Guess who didn't sold while up more than 40% on IREN. Couldn't be me (it was me)
IREN is garbage, get out on the next pump
I did that over the last 12 months. S&P 500 grew 21.21% my portfolio grew 26.22%. It's not some magical system, I think I'm just lucky with trades. And short term does not equate long term. I do the wheel and that can have hard hits in pullbacks which I'm currently dealing with re: IREN and RKLB.
I sold CORZ today - still like it, but focusing on HIVE (and IREN.)
I bought lots of IREN and NVDA calls today
people who buy $IREN when $APLD existe are a special kind of retarded
IREN: Coping man coping man, who wanna be e a coping man. Garbage stock garbage stock, who wanna buy a garbage stock
Amazing how many names are unable to go up, CRWV DELL IREN but then dogshit like MSTR is up 10%
Nice news release from IREN and NVDA
Started an IREN position today 500 share at $48 and 1100 shares at $45.50 .. may god help us all!
I am bottom hunting on IREN and NVDA, dangerous game down in these depths. Could find yourself caught underwater, never to resurface as your calls expire.
APLD VS IREN APLD: Contracted 1.4GW, 100MW operatational IREN: Contracted 200MW, 0MW operational, RIP in pepperonis IREN bag holders
APLD: red IREN: green RIP in pepperoni
APLD VS IREN APLD: Contracted 1.4GW, 100MW operatational IREN: Contracted 200MW, 0MW operational, RIP in pepperonis IREN bag holders
MSFT announced $37b ARR for AI services during last earnings which was up over 100% YoY. Anthropic reported ARR of $9b in 2025, and just half year later it's $47b. Sure that's very far from ROI - but that's why the concept of capex exists. MSFT has contracts with neo clouds CRWV NBIS and IREN and are willing to pay their premium margin to access additonal GPU compute today, rather than wait for their own expansions to online. This wouldn't be the case unless MSFT can both utilize and monetize that capacity today. There must be a number at some point where people will actually start believing maybe there is some actual value here. Just 2 companies (sure amongst the largest) already at $84b ARR. Early innings here, just imagine what is the TAM runway then?
Can someone please stop bombing IREN?!
I’m starting to think of their marketing with Golden State is actually somewhat savvy. They’re fighting this narrative that data centers are going to kill us all and ruin every town in America. No one knows what these companies do and IREN is and will be a leading player. I think there’s something there with this
I’ve been adding IREN and OOTM LEAPS are great for writing against…
Anyone not investing in SOFI and IREN right now is making a mistake (IREN doesn’t even really focus crypto anymore but they’ll still be ropes in to benefit)
Loading up on IREN next week
Your better than this IREN.
Lmao, of course it’s IREN
If you ignore MU, the AI/Leopold trade has been dogshit for weeks now. Look at the performance of AAOI XE WDC LITE IREN CRWV NBIS etc.
Surely IREN has a better use for their money after diluting shareholders. It’s been a nice ride, but it might be time to break up.
It’s not that IREN is swimming in money
Went data centers instead of memory last year, picked IREN instead of nebius, dip bought service now and Microsoft into the depths of hell, and now I am trying to find the bottom for ASTS at another loss. Stock market is a blast!
Oh no they put the IREN green logo on the golden state warriors and valkyries jerseys…puts
IREN entering a multi year deal to be on the golden state warriors jerseys is the top signal
IREN diluting shareholders to put a patch on the warriors jerseys 🤣
Should I sell my IREN bags and go all in on red? Cuz this stock is playing with me balls
One tweak on the "need high IV" point. What matters is IV rank or percentile, not the raw IV number. High raw IV just tells you the name is volatile. IV rank tells you whether today's premium is rich relative to that name's own history, which is the only version of high IV that actually pays you extra for selling now. The bigger tension is in the goal itself. You want consistent and low stress, but TSLA, IREN and CRWV are high raw IV precisely because they gap. Selling puts on those is how you get assigned a falling knife, that is the opposite of low stress. Low stress wheel income usually comes from moderate IV rank names you genuinely want to own, with enough liquidity that the bid ask does not eat your premium. Honest filter for each ticker: would you be happy owning 100 shares at your strike through a 20% drawdown. If not, the premium is not worth it no matter how juicy.
Bought some NVDA at 200ish…more META and added some IREN and HIVE. Probably not opening the app tmw.
https://preview.redd.it/l71cf65ji39h1.png?width=852&format=png&auto=webp&s=0611cfa3822d9c3c5fbe531929851cfb75c34b7a Yeah, AMZN has the least IV of the list. IREN and CRWV look solid.
Starting an IREN position here
Had my biggest day ever!!!! Still down 50% all time lol What Shd I buy? Bought 50 shares NBIS 500 shares KEEL 50 shares IREN Any advice? Did I make the wrong move?
Data center. APLD, NBIS, DELL, IREN
Pick a good day for SOXS, maybe do some riskier trades that might pay off (WYFI, BTBT, SIMO, even consider IREN, for t was beat and could possibly contend again). WYFI is actually a subsidiary of BTBT. The company has a lot more than just "Crypto". Simo looks like it may be at support levels, and is an American brand (Government is all but begging for domestic FABs/Chipmakers). Put the rest in SIMP, SMCI, and some BTBT. Risky trades, that could pay off. Don't do 0DTE or short anything. I am up 100% since April using $1500 MAX while trading. Just swing trade, but be careful about it, and in a years you'll be +$30k. If you learn how to trade differently, it will still be worth it. When I say s ing trades, I don't mean holding for 1 day max. Be patient, you can come back f om this.
Agreed. Go with the safe plays like ARM, IREN, and SPCX
Hopefully IREN go up 50% tomorrow and MRVL, I can live with just a 5% increase.
I'd suggest reconsidering IREN. That stock may have peaked. I've got my foot in EdgeConnex and if they can't seem to crest their $55 hump with the spread they have, I don't know how IREN will with their growth rate already as high as it's been.
KEEL and HIVE the next IREN and APLD
Buying all of the IREN shares I can rn.