ChinoAleman@chinoalemanoWhy selling $SHAZ because of the Firmus IPO disaster makes ZERO sense. It's actually very simple. The “geniuses” behind Firmus decided their company was worth $30 BILLION. Yes, $30B. Roughly TWICE $IREN's market cap at the time. Let's look at the numbers. 📌 September 2025:
ChinoAleman@chinoalemanoI’ve tripled my position in $SHAZ. It has been one of the most brutally punished neoclouds in the market. Why? ➞ Firmus IPO ➞ Firmus / Project Southgate ➞ OpenAI ARR concerns Let’s go one by one. ➡️ The Firmus IPO Firmus is probably the closest direct comp to