In early 2025, many complaints with $IREN management's communication and vision frustrated most investors.
Despite the market's sentiment and poor price action at the time, I recognized the company's continued execution of difficult objectives quarter after quarter and their
"The old bear framework effectively assumed:
Expensive capital + rapidly depreciating assets + eventual pricing compression.
What is emerging instead is:
Cheaper capital + longer economic asset lives + rising revenue density."
Well written post from @InvestNorthwise, I'd
Short term price action is a poor predictor of long-term success.
The risk/reward at the current share prices for $IREN$CIFR & $WULF is extremely attractive at this time.
Despite the market's seemingly bipolar sentiment for this neocloud/colocation sector at several points
The market loved the $NBIS earnings call this morning.
Despite the AI/momentum correction in July, the overall “insatiable demand for compute” investment thesis has been strongly supported this earnings season.
We own Nebius in several of the Wolff Autopilot funds.
Regardless of troubling macro and subpar price action, $CIFR and $WULF reports continue to demonstrate high level execution and impressive time to compute for their AI datacenter projects. The risk/reward at current share prices is extremely attractive, especially after the
