The Analysts

Call · @xcapitalmgmt · #61 on the leaderboard

@xcapitalmgmt

@xcapitalmgmt · Wed, Aug 5

XCap@XCapitalMgmt
ERCOT batch process requirements have created site acquisition opportunities that both $CIFR and $GLXY capitalized on this past quarter. I would be disappointed if $IREN wasn't doing the same. Underappreciated dynamic - batch process is a moat, not a headwind.
30d agoview on X ↗

tweeted Wed, Aug 5 · counted from Thu, Aug 6 close

Read as

Long IREN · High confidence

Confidence

High0.90

Counted from

Thu, Aug 6 · 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.