@huliwood · Long IREN · The Analysts

Call · @huliwood · #81 on the leaderboard

@huliwood

@huliwood · Wed, Aug 12

$CRWV CEO said recent deals are coming in with 5-10% better margins, with pricing power especially visible on the Vera Rubin SKU. If the neocloud sector as a whole is getting pricing power rather than racing to the bottom, that’s directly bullish for $IREN’s $3.4B NVDA

37d agoview on X ↗

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

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Long IREN · High confidence

Confidence

High0.93

Counted from

Thu, Aug 13 · market close

Rank since this call

—

Sep 11

#44

Sep 13

#122

Sep 14

#316

Sep 15

#19

Sep 16

#81

Sep 17

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