The Analysts

Call · @ilzmcfly · unranked

@ilzmcfly

@ilzmcfly · Wed, Aug 12

McFly@ilzmcfly
$IREN | Similar playbook $NBIS Arkady: "We see a price opportunity in the $40-50m per MW range and we signed our first one this week." BULLISH "We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in
23d agoview on X ↗media on X

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Read as

Long NBIS, Long IREN · High confidence

Confidence

High0.90

Counted from

Thu, Aug 13 · market close

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

Active call · day 22 · fades out by Sep 23