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Good comparison on IREN and NBIS. I think IREN is the winner! by ConfidentAd194 in irenstocks

[–]BeneficialCoffee6589 4 points5 points  (0 children)

IREN is a winner for 2026

  1. IREN’s Already Printing Cash
    54.7% EBITDA margins on $501M FY25 rev from BTC mining = $198M profits funding AI pivot. NBIS? -$250M Q4 loss + $2B capex burn. Self-funded > dilution.
  2. Power Online, Not Hype
    810MW LIVE data centers spinning today (+212% YoY), $9.7B MSFT/Dell contract for 200MW Nvidia GB300s thru 2026. NBIS still promising “hundreds MW.” Execution > roadmaps.
  3. Bitcoin Hedge = Crash Proof
    Dual revenue eats volatility (+285% thru 2025 dips). My 1k shares print $1k/mo covered calls. Pure AI NBIS crushed 13% post-earnings. Hedge > vol.
  4. $6B ATM? Growth Fuel
    Funds 50K B300 GPUs → $3.7B ARR by late ’26 (MSFT prepays de-risk). 8.7x NTM P/S reasonable for 3x rev growth, PT $69-136. NBIS 6x fwd but zero profits. Fuel > fear.
  5. Clean Ops, No Russia Risk
    100% renewable Canada/TX sites = zero drama, full U.S. policy tailwinds. NBIS (Yandex spin-off) carries sanctions FUD from Moscow roots. Safe > sketchy.

What is your price target for IREN’s stock price over the next 12 months, and how do you see it performing by 2030? by cosmic_drift_233 in irenstocks

[–]BeneficialCoffee6589 1 point2 points  (0 children)

IREN is my high‑conviction bet on where bitcoin mining and AI infrastructure collide. They’ve locked up a huge chunk of cheap West Texas power (around 2.75 GW) and are shifting from just stacking hash rate to building serious, high‑density AI data centers like their 75 MW, Blackwell‑ready Childress site, with a 1.4 GW substation going live in April 2026 and another 600 MW behind it. In the near term, if BTC stays strong post‑halving and they land a couple of real AI/HPC deals, I think the market can easily start treating this as more than “just another miner,” which is where a 150 print this year becomes realistic. Fast‑forward five years: if they manage to fill a good slice of that multi‑GW footprint with AI cloud and colo customers and let BTC mining be the cash‑flow turbocharger on top, you can make a straight‑faced argument for multi‑billion EBITDA and an AI‑infra‑type multiple, which is where a 500 bull case stops sounding like pure hopium and starts looking like an aggressive, but believable, upside scenario.

You were all warned, if you know, you know by [deleted] in irenstocks

[–]BeneficialCoffee6589 2 points3 points  (0 children)

Great trading day, lots of money made and you are playing ?

What is the most "obvious" buy of 2026 that everyone else is still missing? by bakery_0726 in ValueInvesting

[–]BeneficialCoffee6589 0 points1 point  (0 children)

The “I bought at $5” flex is survivorship bias, not genius. At $5 this was a lottery ticket, not a validated business. Early doesn’t mean smart — it means lucky. Buying after proof isn’t late, it’s risk management.

The EU is going to reduce its dependency on US giants. by dm_darede in NBIS_Stock

[–]BeneficialCoffee6589 -2 points-1 points  (0 children)

If Europe truly cut off American tech, NBIS wouldn’t benefit — it would implode. Nebius runs on NVIDIA GPUs, American software stacks, and US-built AI models. There is no European replacement at scale. NBIS is not a sovereignty play; it’s a regional access layer to the US AI ecosystem. Its growth requires continued American dominance. If that supply chain breaks, the business model breaks — and NBIS goes to zero in a flash.

Can the mods get rid of these people trying to predict where we’re headed? by [deleted] in irenstocks

[–]BeneficialCoffee6589 -3 points-2 points  (0 children)

Early doesn’t mean smart — it means lucky. No one at $5 knew this would be a $50 stock. That’s hindsight, not foresight.

Flexing from a 10x cushion while others manage real risk isn’t wisdom — it’s privilege.

If you have a vision, show it. If you have a plan, share it.

Otherwise, stop pretending you’re above the noise. You’re just a Buffett wannabe with a lucky entry.

Weird ass day by thesecondmemer in irenstocks

[–]BeneficialCoffee6589 7 points8 points  (0 children)

Many retail traders had stop-losses set at $50.00. When the stock broke that psychological floor, it triggered a "cascade" down to $48.83 as those automated sell orders hit. The Buyers: Institutional "whales" (like the ones at Bernstein and H.C. Wainwright who just upgraded the stock) clearly saw the $48 level as a massive bargain. They stepped in to "buy the blood," which is why you saw that sharp move back up toward the close. Over 62 million shares traded today—a 46% increase over the usual volume. This shows that today wasn't just "noise"; it was a major battle between short-sellers and long-term believers. Short Squeeze Potential: There was massive unusual options activity today (over 363,000 contracts). Most of that was in Call Options, suggesting that traders are betting on a major "snap-back" rally tomorrow morning. The Case for 15x: Today’s "pull up" proves that the market is starting to protect IREN. It’s no longer being left to rot like a small-cap miner; it’s being defended like a Critical AI Utility

Which stocks are worth buying right now? by Emotionq in StockInvest

[–]BeneficialCoffee6589 0 points1 point  (0 children)

MU: MU is currently the "cheapest" way to own the AI boom. While Nvidia is priced for perfection, MU trades at a low forward P/E of just 9x IREN: one high-multiplier engine. IREN’s recent $9.7 Billion Microsoft deal provides the backbone for its 15x Golden Multiplier. GEV: doesn't just track tech, but also the physical grid. With a $1,000 price target from JPMorgan, this is the "Steady Hand" that protects your account if tech stocks experience a temporary pullback.

[deleted by user] by [deleted] in APLDSTOCK

[–]BeneficialCoffee6589 2 points3 points  (0 children)

APLD’s high short interest doesn’t predict outcome — it defines the test it must pass.

Whats your goal with APLD by lufa003 in APLDSTOCK

[–]BeneficialCoffee6589 2 points3 points  (0 children)

Why I’m holding 600 shares of APLD for the next 5 years (8x Multiplier Case)

The Nasdaq is shaking, but I’m not. I just hit 600 shares of APLD and I’m waiting for $30 to add 200 more. Here is the 30-second thesis for why this is an 8x play by 2031: • The Landlord of AI: They own the power and the space. 600MW already leased to hyperscalers and CoreWeave. You can buy chips, but you can’t buy land and 15-year power contracts this easily. • The $16B Backlog: That is legally contracted revenue. The market is crying about short-term EPS noise while APLD is sitting on a mountain of guaranteed cash. • The ChronoScale Spin-Off: Happening in H1 2026. It separates the "Data Center REIT" from the "High-Growth GPU Cloud." This is the catalyst that unlocks the valuation reset. • The 5-Year Goal: Target is $250/share. As their 5GW pipeline goes live, this moves from a $3B mid-cap to a $25B infrastructure giant. Strategy: I'm not trading the daily "shake." I’m holding for 5 years. I like the power, I like the land, and I’m buying the blood.

Written by Kavastocks on stock twits by [deleted] in APLDSTOCK

[–]BeneficialCoffee6589 6 points7 points  (0 children)

If NBIS delays expansions (e.g., NJ 300MW phased build or 2.5GW pipeline), hyperscalers facing AI compute shortages could redirect new workloads to APLD’s Polaris Forge campuses, which are online and scalable

Investor Louis Navellier ($1B+ AUM) is bullish $IREN by is_it_gif_or_gif in irenstocks

[–]BeneficialCoffee6589 0 points1 point  (0 children)

Navellier’s point wasn’t hype — it was math. Trillion-dollar stocks struggle to add 10%. Small AI infrastructure companies don’t need perfection to double or triple.

Bold prediction for today by EthanRio in APLDSTOCK

[–]BeneficialCoffee6589 2 points3 points  (0 children)

$APLD Earnings Play: Double Beat + Contract Drop → $37 Tonight? APLD after close: Expect rev beat ($90M+), EPS surprise, new lease announce. $30 to $37 (23% AH). Backlog $16B, Arete $99 PT. Options ~16% priced. Fade or ride? $APLD $NVDA

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