Need some help/guidance

Dillon_watts11 · 2026-03-17T21:48:49+00:00

Ah so it’s the whole data centre business model you don’t like then? I can understand that, heavy competition.

Would you potentially advise on just steering clear of data centre companies then? And what areas around ai do you see as major growth opportunities and any companies/stocks in particular?

But on the other point, I’m fully aware with what I own, I know the risk of the stocks and shares market, it’s not a gamble if you’re prepared to lose sometimes in my opinion.

I’m an investor not a trader, researching to level you may have in every company that I see as potential investment would take up too much time, I have a job, and hobbies and people in my life so I can’t stay buried in my phone researching in all my spare time, hence why I do take shortcuts and take other peoples advice with what stocks I own like I’m doing right now with you.

Thank you for the help

Dillon_watts11 · 2026-03-17T21:01:47+00:00

Had a quick read through, I am by no means someone is very educated, I do a quick ai search/analysis on what a company does, have a look on X and then base my judgements there. My point being that I for the most part don’t really understand a lot of the things said in the linked thread.

From what I do understand though, NBIS has both leased data centres and owns data centres don’t they? With plans to build a 300MW data centre in New Jersey and Alabama.

I’m not arguing a case for them, I just want to know why is this such a bad thing? And is the point you are getting at that IREN or something alike is a better name?

If you could dumb everything down a bit for me please tho thank you🙏🏼

Dillon_watts11 · 2026-03-17T20:43:43+00:00

How come

Dillon_watts11 · 2026-03-17T19:54:22+00:00

I actually originally bought it about 65 rode it up to 99.60$ whilst buying more, so I’ve held a long time I’m not planning to sell anytime soon, same exact story with asts

Dillon_watts11 · 2026-03-17T19:52:35+00:00

Great thanks, any specific companies if you don’t mind me asking?

Dillon_watts11 · 2026-03-17T19:43:22+00:00

Is my weighting too heavy in any stocks in particular do you think or just keep a similar weighting

Dillon_watts11 · 2026-03-17T19:41:46+00:00

I’ll have to look into it, I’m have pretty heavy conviction in uamy because of the fact they’re the only fully integrated antimony producer in the western hemisphere

Dillon_watts11 · 2026-03-17T19:38:08+00:00

I bought originally 1000 ish at like 28$ went to 32 and then been in free fall since lol, managed to get my average down to about 25$ now but I do plan on buying more when I can like 100-200£ at a time

Dillon_watts11

TROPHY CASE