$IREN This articles seems more relevant than ever 🚨
Published 4 months ago.
Nothing has changed.
CEO/Management are still unable to execute like $NBIS and $CRWVhttps://t.co/jrfdAYbEut
$IREN Really Curious?
Why is X so obsessed with this company?
Is it because it's cheap? Well the reason is obvious! Management cannot be trusted.
OR
You guys are just bitcoin:native maxis from the Low teens...
What a shitshow of an Earnings Call
$NBIS$CRWV
$IREN this company is only relevant because of the capacity constraint.
Otherwise its basically a SCAM 🚨
They are signing deals…with WHO?
Soo fishy. Who knows they might be cooking their books too.
$NBIS$CRWV only the relevant NeoClouds.
“50% of Neoclouds won’t exists in 36 months” - Jerry Murdock
$NBIS is the only Neocloud company with a sound management.
Everyone else is at risk 💣
$IREN$CRWV$KEELhttps://t.co/Ld2W45Hyy7
$STM Druckenmiller 🤝 Situational Awareness
Both quietly buying STMicroelectronics
The smart money sees the AI capex cycle expanding past raw GPUs into power semiconductors, edge computing, and real-world robotics hardware.
Don't sleep on cyclical inflections with secular AI
