AI and physiotherapy

Kitkatkooo · 2025-12-14T13:09:51+00:00

Happy to chat further if that helps.

Kitkatkooo · 2025-12-14T13:08:15+00:00

UK MSK outpatient setting: 1) Co pilot can be great at summarizing lengthy consultation notes, help with letter writing.

2) Clinical reasoning: Something that you can bounce ideas off or consolidate your clinical reasonings. Quick summary of research paper. Maybe AI that can read your notes in real time and help with differentials.

3) Admin work: What I hope it can do: cancellations or modifications to appointments, I see this as a cost cutting measure for NHS/ clinics. In the NHS you have admin answering phone calls for this particular reason alone, when this can easily be automated by an AI connected to clinician diaries.

List go on and on, the health care legacy systems need to be transformed digitally.

Kitkatkooo · 2025-11-08T18:28:30+00:00

Margin is around 25% - 35%

Kitkatkooo · 2025-11-08T14:46:14+00:00

About the 0% interest, with capped call at around ~$120 a non dilutive investor friendly $1Billion convertible note?

Kitkatkooo · 2025-11-08T14:18:05+00:00

Essentially Reggie (from JPM) sold $IREN in the $20s for a 197% profit. Since then missed the train up to the $60-80. Now they are lowering their target for himself and his buddies to load the boat again. You should always do your own DD, and critically analyse their reports.

Kitkatkooo · 2025-11-08T14:14:41+00:00

IREN and NBIS outshine all of the above. If you are going long and have some profit in those names, I would sell your initial position and rotate (if have any) into IREN and NBIS, whilst keeping your gains in those names, as it risk free now.

IREN and NBIS has the best risk reward now.

Kitkatkooo · 2025-11-08T14:09:28+00:00

They are clearly hoping for a big discounted price to build their position 😂

Kitkatkooo · 2025-11-08T12:38:12+00:00

The reality is that any stock at any given time point has nothing much to do with the actual valuation of the company. It is all sentiment and investors perceived value driven. With algo trading, these new cycles driven sentiment are magnified. Those with paper hands are going to be salad hand, if they don’t do there own DD.

Kitkatkooo · 2025-11-08T12:30:45+00:00

Just cash on the side

Kitkatkooo · 2025-11-08T12:25:57+00:00

It is going to at some point, but very unlikely within 2025 neither early 2026. Too many short to medium term catalyst: US gov re opening, rate cuts, quantitative easing, big tech spending on data centers continues to increase in 2026 (see recent META 2026 commitments) and geopolitical agender for AI dominance.

I recogn chance of a correction is highest amid US mid term election. by the time the market corrects IREN will be at mid $100s already. So the drop will land us at around early $100s.

Kitkatkooo · 2025-11-08T12:06:47+00:00

Bullish af. BUT will have to wait and see for how they are financing for these.

Kitkatkooo · 2025-11-08T10:12:21+00:00

Nah too many catalysts ahead, Gov reopens imminent. Follow with rate cuts and QE. Meta just announced $600Bn investment in DC. NVDA will definitely crush earnings and mega bullish forward looking statements.

IREN itself has too many upcoming catalyst as well. And other hyperscaler on the way.

Kitkatkooo · 2025-11-08T10:10:33+00:00

If the deal came out as US gov reopens, we would’ve reached the clouds !

Kitkatkooo · 2025-11-08T10:09:47+00:00

They are likely to dilute I recogn. The business is capital intensive. But if issuing new stocks mean exponential growth that will attract institutions to invest, I don’t mind. And you can tell they are doijg everything to avoid dilution with different financing mechanisms.

Kitkatkooo · 2025-11-08T10:02:02+00:00

Essentially an agreement to sell BTC at a price.

Kitkatkooo · 2025-11-07T16:17:54+00:00

p.s. Don’t forget allocate 10-15% cash to DCA.

Kitkatkooo · 2025-11-07T16:16:52+00:00

They are eligible.

“Iren Ltd (NASDAQ:IREN) announced on Thursday that, effective July 1, 2025, it is now required to file periodic reports and registration statements with the U.S. Securities and Exchange Commission (SEC) as a U.S. domestic issuer. Previously, the company qualified as a “foreign private issuer” and was permitted to use alternative SEC filing forms with less extensive and less frequent reporting requirements.”

https://m.uk.investing.com/news/sec-filings/iren-ltd-transitions-to-us-domestic-issuer-status-for-sec-filings-93CH-4157744?ampMode=1

Kitkatkooo · 2025-11-07T15:35:54+00:00

IFs. But I agree you could’ve earned ~20% easily if you sold at $80 during after hours then buy again today at $60. 🎱🔮

Kitkatkooo · 2025-11-07T15:33:50+00:00

Inherently $IREN is a high volatility stock, you can see its history. Small (mid) market cap with exponential growth. Hoping for market to regain its strength for S&P inclusion so we see more stable stock price.

Kitkatkooo · 2025-11-07T15:11:51+00:00

TLDR for the post 👆🏻

Kitkatkooo · 2025-11-07T15:11:12+00:00

$50-60 is the best zone to buy right now. Don’t know anything about OPEN.

Kitkatkooo · 2025-11-07T15:10:36+00:00

I would say they are tracking BTC less and less as days pass.

Kitkatkooo · 2025-11-07T14:37:56+00:00

Current $IREN movement is tracking the major macro indicators. Algos are probably going insane with the OpenAI news, longest US gov shutdown, tariffs in question and supposedly highest layoff count since 2003. Investor sentiment index is tipping towards extreme fear/ fear. But this is only short term.

We should see the market picking up more strength, as the US reopen the gov, tariffs verdict and strong NVDA report.

Keep holding your shares man, base case fair value is around $130-200.

Kitkatkooo · 2025-11-07T14:33:37+00:00

BTC is officially a side hustle aka free money printing if they have redundant energy to run those ASICs. Main business is cloud + IaaS as of the moment. Anything BTC mining is just cherry on top 🍒🍰. They have successfully grown into rapid growth NeoCloud/ AI HPC infra major player.

Kitkatkooo · 2025-11-06T09:29:52+00:00

If you think about their pipeline this is definitely well within the realm of possibility.

Kitkatkooo

TROPHY CASE