IREN

Snowman33001

He’s buying Iran and IREN

TherealCarbunc

I definitely read it. It just doesn't line up and they're using an opinionated/assumed 6.1% NCO vs the audited 2.8% NCO. Combined with the fact they disclosed the intent to begin covering shorts immediately makes me think it's just the short seller hit and run mechanic for profits. I don't blame them for shorting the downtrend - wish I had bought puts on it instead of just selling CC's to double up premiums but that's alright. Good luck with your choices as well, do you have a particular sector you like right now? I'm thinking 2026 & 2027 will be good for data centers like IREN or NBIS but they're going to be volatile rides and carry execution risk.

Fast_Emotion6377

I don’t have a single share of IREN because IREN and BTC are well below the 200MA, I’m waiting to the right moment to pick a good amount of shares 🥇

MrFrog65

IREN bagholders are so funny lol

LongjumpingDig46

!banbet IREN 40.0 6d

DuckbilledPlatitudes

This is a wild take. IREN got some 27 billion dollar deals lately I don’t know about?

TheDavidRomic

What's your cost basis on IREN if you don't mind sharing?

vaughark

If you're thinking of diving into individual stocks, maybe consider diversifying across sectors for some balance. While MSFT is a tech giant and AVGO has strong growth potential, NBIS and IREN could be riskier bets. Also, staggering your investment over time can help mitigate market volatility. Happy investing!

Pale_Solid_5395

Not IREN lol

LoathedOne

You leave IREN out of this

KSKS1995

$IREN

cardinal1742

I know the Macro effects of the market are real, but shouldn’t $IREN be unaffected by the higher oil prices since they are 100% renewable. They seem to be in a good spot here. Tell me if I’m wrong

LoathedOne

Did they hit IREN again, it's going down

Happyjackinjax

I too was doing CC on IREN last year and this year until the war started and its amazing how fast premiums die when a stock goes down almost every day because the AI trade is dead. So I jumped off and now trade QQQ, SYP, IWM and others. Daily trading is harrowing, sure, but its the best way I have found to make profits.

CommissarHark

Just got into wheeling IREN and RKLB myself. Been making good money from it.

ThouOne

I was into both NBIS and IREN, liquidated all of my IREN into NBIS. When I initially invested in both, it wasn’t clear who’d be the winner, I think it’s clear now.

I_am_Nerman

Please market Gods let me close these puts I sold today on IREN and CIFR. I'd be happy with a small loss at this point.

HeavyPurpleBallsack

Closed the VIX calls today for a small profit today. Opened an equally as small position shorting IREN. Next to close is my short against SLV. But I want 55/oz. I notice it's surging after hours. Relief rally? Maybe. Watching closely. I'm still up pretty nicely on it. So far. Stay tuned. Still holding everything else.

3am_Snack

The bigger problem is OPEN AI cancelling their RAM commitments and cancelling SORA. Like 62% of MSFTs backlog for AI is OpenAI. All of the data center companies like IREN and NBIS have 10s in billions in contracts that area subject to potentially fall apart. That and the economy is toast.

PlandomeProwler

Is IREN a buy here ? Dont know too much about it

spreadbetfred

Right been in meetings all day. Time to check on my IREN position.

jeffynihao

I need IREN to go up 25% by Thursday to break even. How did I end up here.

Ensemble_InABox

Love getting absolutely reamed in IREN and MU

amplaoumplasD

My IREN and NBIS positions are Ayatollah as we speak

Interesting_Leg8859

welp guys im fked. my biggest positions were in IREN CRWV NBIS u win bers, i declare bankruptcy.

Anonymous_Wabbit

Im a half glass full kinda person. So I won't regret not going 2x-4x. Ive missed a lot of leg ups like RKLB, IREN, ORCL, DRONESHIELD etc.. I like to take it slow. Hope we both make it to r/TheRaceto1Million. Cheers!

Pale-Silver-8178

Wait why are yall buying Puts on SPY or QQQ Puts on high beta stock like IREN and ONDS both down 7% they also have high short interest easier to fall play it easier champs.

jeffynihao

im already leveraged af on IREN calls

jeffynihao

i'll admit it. i bought the dip on IREN and then it dipped more. then i found out about the 6b dilution, now im a long term investor that's coping. takes money to make money amirite? buy the dip on iren (pls)

throwaway2676

> The AI Hyperscalars (CRWV, IREN, NBIS) are all worth pennies compared to their current market caps. Extremely capital intensive companies that have purchased too many chips and doing phony depreciation. These companies are all turds. That's kinda dumb considering they all have deals in the tens of billions. If their costs go up, their prices will too, and big tech will pay it

calm_discussion_3500

Can't speak for those (CRWV, IREN, NBIS), but companies like MSFT, META or GOOGL can easily slash CapEx if they want to. Then turn on the buyback machine.

MutaliskGluon

RAM prices are down significantly on spot market and its causing Memory providers to dump. The AI Hyperscalars (CRWV, IREN, NBIS) are all worth pennies compared to their current market caps. Extremely capital intensive companies that have purchased too many chips and doing phony depreciation. These companies are all turds. Electricity prices going up due to middle east issues will DESTROY the margins on these companies. AI providers are raising prices on their LLMs and other products and not seeing the demand they need. Pretty clear the monetization of these tools is not going to be as easy as the market was pricing in. Probably more, but thats the stuff I know off the top of my head

WrappedRocket

To whoever bought my put; please don’t make me buy IREN at $50!

ilchymis

IREN is down from people trying to buy puts on IRAN

Les7X

I feel like a genius having all these oil/energy stocks in my port, solid green... Then I look at my IREN bag

arob90

Anyone see a weird line on IREN chart?

Trumpwins2024-

Man I hear this guy loud and clear. KTOS @ 98, NBIS @ 101, PANW @ 167, CRDO @ 115, IREN @ 46. Taking a beating. These are investments. I don’t day trade or swing trade.

eromynAwonKtnoDI

gonna ape on IREN once the $6B dilution is complete

Koniax

Bought IREN and NBIS. Data centers stocks are going to skyrocket soon

Itsbigched

Bought some IREN and HIVE

somewhereoverthedune

Feeling NBIS, RKLB, IREN, ASTS and SOFI today.

Vegetable_Push6542

Do any of you remember the legendary comeback on IREN earnings? I bought IRE (2x IREN) and held it on earnings day. IREN proceeded to tank 26% in after hours. Went to bed 50% of port gone. It then proceeded to pump the entire loss back up overnight and then pumped another 11% the next day. 50% recovery overnight from its lowest. After that I stopped playing earnings.

spreadbetfred

Oh boy, I overslept. Time to check in on my IREN position which should be nicely in profit.

lardexDofB

When will IREN elect a new ayatollah

Vegetable_Push6542

I trade in my Roth IRA so I was researching inverse ETFs for when I want go short since I trade 0 options. Was looking for something with extremely high IV for big gains and the data center stocks were the biggest. They have some for NBIS APLD IREN too but BE seems like the most overvalued and has highest IV.

Straight-Fix-8434

If $Meta loses revenue from this court ruling say bye to AI expenditure. $NBIS, $IREN, $AMD

AfraidAnalyst

Based on the portfolios of people who own VCX. RVI HOOD MU SNDK RKLB PLTR IREN NBIS ASTS I haven’t been following the whole VCX thing, but when did WSB make an etf lmao

pineapplekiwipen

IREN catching some strays meant for iran

I_am_Nerman

Grabbed a bunch of SPY, NVDA, PLTR, GDX calls and sold puts on FLY, IREN, CIFR this week Open The Casino!

Weak-Pomegranate-435

They the same as IREN, NBIS, CIFR, SYM, etc were in Sept 2025. And are getting way ahead of themselves. They will also come down to fair value soon and will see a similar ~50% drop. Thats when we will get a time to buy at reasonable prices

drummer820

It's companies dedicated to building massive server farms to serve frontier labs like OpenAI/Anthropic as well as the "hyperscalers" (aka Big Tech, like Meta, Amazon, etc). Example companies include CoreWeave, Nebius, IREN, etc

daytrader7222

Both DCA slowly and waiting for big sell-off. Waiting for at least Feb low for big buyings for techs, like CRWV $70, ALAB $105, SNOW $140, APP $380, NBIS $90, ORCL $140, AMD $180, IREN $35

Fit_Alternative_3259

I think nukes are off the table. It's easy to mention them but mutually assured destruction exists for a reason. However with that being said if we go boots on the ground in Iran - they have zero reason to hold back. Everything and everyone in that region becomes a target - oil, gas, helium, silicone, salination plants - all of the energy resources will become prime #1 targets. Iran would also have zero reason to hold back on Israel or any enemies invading their territory. If anyone thinks this will be a simple boots on the ground invasion will be dead wrong. Soldiers lives lost will be in the thousands in the first week. Then we risk Russia, China, and other Iranian allies getting involved. This is a no win scenario, in my uneducated opinion. Trump's tell is we aren't going boots on the ground while moving thousands of soldiers towards the conflict. I am hoping for a quick market manipulation early this week and I am exiting / significantly reducing my positions. I have been very bullish on ai infrastructure like IREN and APLD but rate hikes and this conflict will hit them hard as high risk assets.

Cozyteammate

+131% last year from NBIS IREN APP HOOD +62% this year YTD from AAOI AXTI NBIS Easy, just follow where liquidity is How to know? Answer: Fintwit

IntrepidToday0

If I hold IREN, does that make me Irenian?

SecretlyARaven

Thank you for taking this seriously, can’t wait to sink so much money into a 0dte IREN

EarthquakeCrater

IREN calls

Metacog_Drivel

Can't believe Mango went to war with IREN

Affectionate-Idea690

Listen, I hear you. The "9-5 until you're 80" grind while paying 60% of your paycheck to some landlord named Chad is a certified infinite money glitch—but only for the landlord. If the market craters tomorrow and you’re tired of being a "wageie," here’s the WSB-style breakdown of your choices. (Not financial advice, I'm just a bunch of nerd in a trench coat). The Play: You see the market dropping? You buy 0DTE (Zero Days to Expiration) Puts. You’re betting the world ends by Friday. The Reality: You either wake up with enough money to buy the apartment building you're renting, or you're behind a Wendy’s dumpster by lunch. There is no middle ground. The "system" is designed to keep you in that 9-5 loop. A market crash is the only time the "big guys" actually bleed. It’s the only time the ladder stays down long enough for a regular person to grab a rung—if you have the guts to buy when everyone else is crying. And if you have been here long enough you know If the market bleeds tomorrow, the "Apes"here aren't panicking—they're looking for the next Deep Fing Value (DFV)* play to stick it to the "hedgies." ASTS RKLB NBIS IREN PLTR These aren't "safe" index funds. These are the stocks people buy when they want to quit their 9-5 by next Tuesday. They can go up 50% in a week or drop 20% in an hour. The choice was made by you. You see we live in world where u choose to be where and what you want in life .  Vibe: 🚀 To the Moon or to the Streets. GL kid.  (Tosses a quarter to you)

Bosto2025

AAOI (even though it’s already had a huge run) and IREN

xLeanz

RDDT, IREN, maybe Tempus AI

Dry_Economist4470

IREN selling CSP’s have 10 ex 3/20, 38 strike premium $ 1.50

DryJackko2228

All your money con. IREN Will be at 64 dolls by summer

Fit_Square_520

Nice job man! Love this stock. Just discovered it around 6 mos ago bought 50 shares at around $9 and dca more on the way up..not many good dips in a while. Currently my favorite stock of my 150. Other favs I've been in for a bit longer APLD RKLB ONDS RCAT UMAC PL BKSY NBIS IREN APLD..familiar cast of reddit characters. Fun finding a gem on the earlier side when they hit pay dirt. Makes you feel like a genius but much luck involved. We tend to not mention the ones that haven't worked out..so far.

MrIntuition

IREN wtf

MutaliskGluon

NBIS IREN CRWV are all such crazy turds its amazing how in love with them retail is.

Defiant-Fee-7550

Whose next to join the AI circle jerk ?. IREN & CIFR ?

Hoodie-Embiid

They’re a bad idea because IREN puts would be better

imadogg

IREN up 6% right now

Disconn3cted

Why is IREN up 5% premarket. They didn't sign the deal 😂

VancityRenaults

IRAN IREN 🤝 Getting bombed

StarvingOprah

Sold IREN $41 call. 15 min to see if my shares get called away. This is exciting

Vegetable_Push6542

I honestly don't understand why you would ever invest in garbage stocks like CRWV NBIS or IREN. Bunch of meme companies with no moat propped up by NVDA. No moat whatsoever, but market does really like those with a moat ex. VRT

Prestigious_Suit_202

IREN my lil qwassont

Comfortable-Sky7801

MU and IREN carrying me today

yoloswaggggggggg

allahu akbar IREN will rise inshallah

Josh1172

That just means its a good buying opportunity. Most of these are good, I just would just leave out IREN, NBIS, and PLTR

Mission_Rip_2351

The swings are all over the place. But, I trust NBIS more than IREN and da Weave.

Historical_Stage2622

IREN may own more infrastructure but NBIS proves it can monetize AI demand faster and more efficiently at platform level. Its like saying IREN owns more pipes but NBIS is building the better business on top of the pipes. Plus more capacity doesn’t automatically mean better business.

ten7four

"Get ready for oil to be $200 a barrel, because the oil price depends on regional security, which you have destabilized." So do we listen to the ceo of IREN or the ceo of 🥭

Inevitable-Bit-9532

She’s a 10, but she invests in IREN instead of NBIS

AgileHornet5960

If NBIS’s portfolio is better then why does IREN have more capacity inside of theirs? If NBIS is the better business then why don’t they own their PPE? If NBIS is the better business why isn’t there balance sheet stronger? Etc etc etc

pooterssssssssss

The broadening trade is sooo back baby!!! Time to go all in on IREN?!

Comfortable-Sky7801

IREN +10% hoooly

pooterssssssssss

That nbis news helped a lot of the other data center and space stocks. Like IREN on a big pump also LUNR and APLD?

greenpride32

OpenAI and Anthropic already have ARR in the $20b+ range - they are just getting started and growth rate is very high. Those amounts already puts them ahead of hundreds of companies in the SP500 in top line so their markets appear quite large. Have you been keeping up with the news? The US government is already heavily using Anthropic - well at least they were... Regarding the hyperscalers - it takes at least a few years to plan, construct and online an AI datacenter. Why are they building so many of them? Because existing capacity has already been reached. That is why your so called "neo clouds" are able to grow revenue so quickly. Your CRWV NBIS IREN and non-public Lambda and filling in the shortages that even your megacaps and fronteir LLM companies are buying capacity from them. So what happens when the big hyperscalers start onlining these brand new shiny AI datacenters that have huge engergy and GPU costs? The companies will charge a rate that gives them a path to ROI. Do you believe these megacap companies that produce $75-125b in profit each year (and growing) wouldn't have considered such a basic business/finance concept? Also consider that big portions of AI datacenter cost is useful for decade (cooling, security) or decades (land, building) and only some amounts need replacing every few to several years. Main point is if I'm spending $80-100b CAPEX per year for a few to several years, does not mean I need to make additional profit of $80-100b each and every year to just break even. The "cost" of the resource is stretched out to several to dozens of years. I entered the workforce during the dotcom boom and I worked in tech and big tech/Mag7. During that time, many "dot com" stocks had propped up valutions that were 1-5% intrinsic value (this is what you call a bubble) if even that and the rest "potential". It's a very different landscape compared to today. The companies profiting from AI are predominantly long established and historically profitable companies who just found a new runway of growth - GPU, rack systems, memory, storage, power and cooling infrastructure, cabling, networking, hyperscalers, chip design and testing etc.

JohanLiebert92

woah nice! IREN still not getting shit lol

Traditional-Storm645

IREN holder, huh?

_pout_

IREN is at $38. It did not pump.

Vegetable_Push6542

BE, CRWV, APLD, NBIS, and IREN are going to get slaughtered today Highly volatile stocks that pumped because of ORCL but will plummet if we go big red today

bt2842

Where ya think IREN will end up tomorrow?

yoloswaggggggggg

Does IREN get back to January high this year?

xavras_wyzryn

Microsoft? AMD? Software? Even more names are between 10-15% down. Speculative growth stocks are often 50% off the top, like HOOD, IREN, and many more. If this isn't correction, I don't know what is.

ilchymis

ASTS, CRWV, NBIS, IREN, and OKLO (ugh).

QuickTick-AI

AI has changed the game for this in my trading tbh. My process for choosing investments has been modelled a bit off of Chris Camillo's process - building a framework for what the next 6-24 months will look like, and then formulating a thesis for what companies or sectors will benefit the most from this. I target small caps, because a 10x is very reasonable for a small but accelerating company. IREN is a recent example. Bought at 300mil marketcap. PLTR when it was under $10. CELH in the $15s. Often my "screener process" involves going on finviz, filtering for companies that have had 20%+ moves in the last month. Id look through the list, and see what trends i caught on to. This made me catch the battery tech trade 15 months ago for companies like EOSE and AMPX. The data center trade (IREN/APLD), some drone companies (MOB). It has worked out well for me in recent years. But again, AI helped the DD process a ton for building these frameworks and thesis'. I knew generally what info i was looking for: does their offerings match the offerings of my thesis? what is their market share? Who are they partnered with? Have they gained any clients of note? What future plans for products/services are they working towards? Who are their competitors? Over time, having this in-depth uniform prompt streamlined the DD process immensely, especially when im researching 20+ tickers a day. I've refined it considerably, providing the best pre-characterization and then pulling the most value-producing information, and even eventually having the model use its own intuition, understanding cause and effect, first principles, market dynamics, market psychology, etc. This leveled up my research efficiency to a new level. Eventually, when AI advanced to the coding experts it is today, i decided to turn this framework into a website - The one my account is named after. I wont give the link here, just google my username (no dash, space instead) and it should come up. Check it out. The site, among other things, has a database of 3,500 tickers, all outputted using my prompt. It's free to use (up to 10 tickers per month right now, but DM me and ill grandfather you in and bypass the paid tier. I just want users to see the value of the site). Check out the "see why markets moved today" as well if you are a more frequent trader (day trader). And im 100% open to feedback as well. Ive gotten harsh critiques in the past, but they were right, and i upgraded accordingly and think its much better because of those critiques. I just want this to be valuable for others as much as this has changed the game for me. Also, if you want a "fresh" output report for a particular company, comment or DM me and i should be able to update within a day (just based on when im on reddit).

yoloswaggggggggg

IREN will rise from the ashes inshallah

CriticalBlackberry90

So now CRWV moves with ORCL instead of NBIS/IREN because the former two are both shitter troll companies in tens of billions of debt

No_Chemical4280

I am an IREN Boy, yeah I’m trying to make it, I am an IREN Boy

pooterssssssssss

If this was 2 weeks ago LUNR would be down 7% IREN down 6% ASTS down 8%. But instead theyre all just down 2.3%. Improvement?

Fuck_boy3456

IREN CEO on spaces on tonight