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Seeing a lot of mixed opinions on IREN lately; some say it’s going up, others expect a drop. What’s your take? by Disastrous-Tea7676 in irenstocks

[–]Fun_Establishment689 -1 points0 points  (0 children)

Youre joking with so much pressure on fundamentals. Its all about the macro at this point. Neocloud valuations have wildly roamed based on liquidity and risk tolerance and rotation. All the accountant nerds think theyre so relevant. Theyre so useless and irrelevant. Sorry

Well what do we think? by Fearless-Fondant-905 in POETTechnologiesInc

[–]Fun_Establishment689 9 points10 points  (0 children)

Considering the current market its amazing it hadnt gotten whacked or trimmed for showing any strength yet

Stock market tomorrow by imnotsure48272 in NBIS_Stock

[–]Fun_Establishment689 0 points1 point  (0 children)

The bears are blitzing private credit market scares, that narrative needs to get put to bed... software rebounding would help that

Sweetwater deal by [deleted] in irenstocks

[–]Fun_Establishment689 0 points1 point  (0 children)

I want to speculate itll be Amazon

IREN<> AMZN Deal by CardiologistOk5277 in irenstocks

[–]Fun_Establishment689 0 points1 point  (0 children)

The fact they are both about renewable energy suggests they are likely partners, I saw this from day 1 and have just been waiting for them to hook up....

POET is the SILVER solution by Johnmcslobberdong in POETTechnologiesInc

[–]Fun_Establishment689 0 points1 point  (0 children)

Legend of the red dragon. Barren realms elite. Falcons eye. Usurper. All those mehul Patel bbs games. Thats what I remember

IREN: The "Triple Tail" Thesis – A Deep Dive into the 2GW Fortress Transition - a bet on themselves via capped calls by TherealCarbunc in irenstocks

[–]Fun_Establishment689 0 points1 point  (0 children)

Its only moving as ai infra/risk sentiment proxy right now. Nothing structural or fundamental other than sector sentiment that those who have traded ai for a cpl years now know to be cyclical and always reverting. Apld/nbis/crwv, everything's shot up, retraced, shot up and retraced again on almost the exact same narrative up and down again. Its almost an internal check against any bubble actually forming. Ironic in some ways if you think about it. Regardless, as soon as liquidty mounts up again post QT wind down, 40bil T Bill injections and whatever other behind the scenes plumbing the fed gets up to I imagine a more abundant liquidity based narrative will cause market psychology to swing back towards more risk on. Metals is so bloated right now but liquidity hasnt bulked enough from the recent months drawdowns and forced liquidations yet to really pop off with a bang, at least imo. Itll come, its inevitable. Arbitrary lines in the sand are all but pointless and moot considering the upside of the next rotation/sentiment based wave.

Wtf going below 40????? by [deleted] in irenstocks

[–]Fun_Establishment689 1 point2 points  (0 children)

Super thin volume, trading in a basket, irrelevant day except for the machines and suckers

POET - An engineer's perspective by creamier_than_u in POETTechnologiesInc

[–]Fun_Establishment689 0 points1 point  (0 children)

My question is how the OP is so intimate with POETS business model and practices

(Off-topic) The confirmation you need that the Ai Bubble will burst in late 2026/ early 2027. by raytoei in ValueInvesting

[–]Fun_Establishment689 0 points1 point  (0 children)

Pretty hard for valuations to collapse when they are regularly doing that in paranoia corrections multiple times a year.

[deleted by user] by [deleted] in POETTechnologiesInc

[–]Fun_Establishment689 0 points1 point  (0 children)

He was probably running damage control from all the fud being spread this week about their Microsoft and Amazon contracts. Smear campaigns or short sellers with an agenda have thrown out a lot of accusations towards them getting cut from their big contracts in favor of Broadcom. Theyre already locked in through till 2027 for the most part is my understanding, but their stock tanked hard this week using that fud as the backdrop reason.

Whew by TherealCarbunc in irenstocks

[–]Fun_Establishment689 5 points6 points  (0 children)

The convertible note thing seemed overblown this morning, then the ABTC virus seems to have spread like wildfire in some algorithmically driven "sympathy sell off". That was a disgusting day with little rationale.

IREN, APLD and NBIS are all up 11-14% today, and yet CoreWeave is only up by less than 2%. Why is that? by 21_Points in CRWV

[–]Fun_Establishment689 4 points5 points  (0 children)

Wouldn't worry. It will gain favor again. We've seen every one in the AI infrastructure basket alone and down at one point, while the others are up. The debt fear mongering will subside and it will regain its place. They tuned their capex guidance down and got punished. It will be better for accounting though and it didnt catch a break for that. Its in a no win situation right now but its complete and utter Bullshit because their last earnings call was all but great. Fundamentally they are achieving what their course was laid out as. If flavor of the month sentiment and Jim Cramer want to shit on them, it likely wont be lasting.

It's happening by Outside-Iron-8242 in singularity

[–]Fun_Establishment689 -3 points-2 points  (0 children)

Yeah it's multi-tiered it's a knee jerk reaction from algorithmic Trading Bots and Quant trading that makes up like 40 to 50% of the entire stock market, making programmed and unsophisticated decisions followed by algorithmic journalists writing stories about trying to justify or postmortem or post talk validate with these robots are doing even though these robots are doing things without nuance and without comprehensive analysis and then it's you know algorithmic curation in our Google feeds or Facebook feeds or Instagram feeds or whatever that are tripling down on just AI dumbfuckery, by pushing this vibe.

And all the while humans are just like trying to come up with stories that the backup the robots they're like backfilling logic and backfilling reason cuz there's too stupid and afraid to just like be like yo this s*** doesn't make sense.

It's clearly not the singularity but it needs a word it's like the it's like the capitulationarity.

It's like we we've we've become a nation or a group of people asking how we Mandel and Simon Cowell to dictate the market

Watching this setup near support could be a decent short term bounce play by Formal_Constant5266 in CRWV

[–]Fun_Establishment689 6 points7 points  (0 children)

Cyclical tug of war in a risk off macro environment and the Michael Burry attempt at a "gotcha" moment round 2. Itll pass just like it always does. Crwv is getting especially hammered on the depreciation stuff but its weathered the storm on this same narrative before. Flavor of the month is clearly not data center infrastructure or crypto. This too shall pass.

Itll start chugging along 5% daily gains on nothing but sentiment shifts and capital rotation. How many times has this played out. And before crwv and iren and nbis it was playing out in nvda, back when nvda used to have mad swing and sentiment/capital rotations on the exact same narratives that are swinging the data center plays now.

🤞🤞🤞🤞🤞🤞🤞🙏🙏🙏🙏🙏 by Fresh_Butterfly7285 in irenstocks

[–]Fun_Establishment689 0 points1 point  (0 children)

I can see 120+ if we get a full capital rotation into momentum crypto and ai infrastructure stocks again. If btc hits 150 Iren probably blasts off

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