The Analysts

Call · @xcapitalmgmt · #61 on the leaderboard

@xcapitalmgmt

@xcapitalmgmt · Fri, Jul 31

XCap@XCapitalMgmt
How brave are $IREN shorts headed into the weekend? *Hypers glazed AI capex hard. Thesis reaffirmed with conviction. *IREN CEO @danroberts0101 posted yesterday that "demand for our capacity exceeds everything we can build". We also know from their ARR raise last week that
35d agoview on X ↗

tweeted Fri, Jul 31 · counted from Mon, Aug 3 close

Read as

Long IREN · High confidence

Confidence

High0.98

Counted from

Mon, Aug 3 · market close

Rank since this call

#158 → #61 · 7 scored days

#158

Aug 28

#160

Aug 29

#161

Aug 30

#105

Aug 31

#96

Sep 1

#156

Sep 2

#61

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.