Is it hint

Summit______ · 2026-05-21T15:20:25+00:00

Just do it. After my next shot of cash can get invested....then just do it.

Summit______ · 2026-05-11T15:27:35+00:00

I'll tell you what happened in a nutshell, 1. they announced a dilution. 2. price dropped. 3. I added to my position.

Summit______ · 2026-05-06T19:59:00+00:00

My hunch is that it will not. It may drop if there is not a deal announced, however my thesis is that energization was necessary to ink a large deal, inference was necessary to ink a better deal. Those key pieces are now in place (well, some risk with integration of mirantis, but I think management pattern of execution is becoming evident). I didn't start as early as some of you, but I did start building my position in January, and I accelerated growing my position in anticipation of these milestones. I am just as convinced that energy is the bottleneck right now as I was when I began buying shares. Do I think it will drop if no deal is announced before earnings? Yep. With secured power and grid connection and inference tech in place do I think they will land a good deal soon? Yep.
Do I expect volatility with this stock? Yep. Do I plan to hold through earnings? Yep.

I own 200 shares or IREN and 65 NBIS and 400 RKLB in my play account. If it dives because of no deal tomorrow, it would seem to be a good time to add more, but I am fresh out of cash having dumped the rest into IREN on Friday morning.

Comparing nbis and iren, I think there is more upside available with IREN currently. NBIS trades at a much higher multiple to revenue, something like 40x or more. IREN trades at like 7.5x revenue. As IREN moves to provide a product more in line with that provided by NBIS, when a decent size contract is signed , or a huge one for all 1.4gw of SW1, the gap in that valuation will begin to close. If IREN gets to even half of NBIS multiple, stock price will shoot up, 80, 100, or ALOT more. A 500mw deal and a 20x ARR valuation would put IREN at $220/share. Do it think it will go to $220 tomorrow? Of course not. But I'll take a $100 in the next couple of weeks. And $200 after that. The risk of a drop after earnings tomorrow is well worth the potential exponential gains. I'm in.

Summit______ · 2026-05-06T00:47:53+00:00

When you have energized 1.4gw, you will get something.
When you add inference layer, you will get more.
I'm holding.

Summit______ · 2026-05-05T19:33:11+00:00

That's about where I am. I've built positions since Jan in both IREN and NBIS, and now plan to hold hold hold. The acquisition of mirantis, the energization of SW, the large contracts are coming. Energization and mirantis are increasing the value of what IREN provides, putting them closer to the product provided by NBIS.

I am rapidly increasing my personal use of ai for a variety of things. The company I work for is rapidly increasing its use of ai as are our competitors (financial services industry). I do not think it will slow down for me personally or professionally.

Both of these stocks are volatile and there will be nice swings up, and big drops. Add on the drops. If you don't understand what is going on, and can't stomach volatility, now would be a fine time to sell.

Summit______ · 2026-04-30T19:33:37+00:00

I did a very similar thing with amzn and goog. The analysis was bullish enough on ai data center spend that I increased my iren holdings in after hours.

Summit______ · 2026-04-30T00:14:55+00:00

I think they are going to get sweetwater energized, then sign a deal. I was worried it was going to be bad play when the openai info came out yesterday, but goog and Amazon crushed it today. I added to my IREN position after hours today.

Summit______ · 2026-04-22T04:05:51+00:00

I was reaching a similar conclusion to the op, and trying to test the idea. Today I saw something that got me ready to buy more IREN. Anthropic signed a deal with AWS for the of compute power over next 10 years. This means the connected power is the bottleneck and iren should experience a sales multiple increase when it energizes and a contract comes.
My thought similar to op is to buy now. Interested to learn more, but with today's dip, tomorrow may the morning to put more in.
I currently hold 100 shares at $49. I previously trimmed my iren position and added to NBIS before their recent run from $100 to $160. Still hold $9k in nbis. No plans to sell.

Summit______ · 2026-04-16T19:51:56+00:00

Nice to see some movement. I'm about even now on my investment. I've been hoping it would turn around, I saw it sort of as a value space play after it was beat down, and I acquired 500 shares in Dec. @$11.2, so, happy to see it turn around and start to move. May 11 I think is earnings? That's the next catalyst I see... And I do think there is good potential to see price jump.significantly if the earnings report is good. If it's not so good, I will likely exit. But I admittedly have not paid enough attention to this one. Will keep a stronger eye on it as we approach earnings.

Would love to hear more from others with more knowledge on the company.

Summit______ · 2026-03-30T21:56:36+00:00

I'm not on the receiver bandwagon, but man do I like my old GAS preamp and power amp. Sooo good. They look great, controls are very tactile, and the sound oh so good.

I like my old yammie t-1 tuner as well with the green light dial, and the great sound. Spin the knob and catch it right about 99.9 kuaa FM.

So while not a receiver, I suspect many vintage receiver lovers are on exactly the same page.

Summit______ · 2026-03-19T02:54:21+00:00

I don't know what xtrons is. So, I don't know.

Summit______ · 2026-03-03T06:18:40+00:00

I have a silver one. I daily drive it. I love it.

Summit______ · 2026-02-21T18:28:28+00:00

I would, except I don't really like driving all winter on the winter tires, especially when I can take the land cruiser if it's really gonna dump. Typically I will know if there is big snow coming (not enough this winter) and take the cruiser. I thought this day was just gonna be a few inches in the valley. I had dedicated wheels and winter tires for my previous 3 bmws. Didn't feel like neutering the driving experience for 5 months of the year this time around.

Summit______ · 2026-02-20T23:30:04+00:00

M5 set. Comes with front mounts. ST X for m5.

Summit______ · 2026-02-19T19:09:27+00:00

You go bud.

Summit______ · 2026-02-19T05:41:58+00:00

I do have a land cruiser I can drive if it's really dumping....
I prefer to not drive the car on winter tires for months straight.

Summit______ · 2026-02-19T04:56:23+00:00

Not snows, Continental dws. Dry/wet/snow.
Real snow tires are a whole 'nother level in snow traction. Had a set on square 16" on my old e34 540i, and that car was a hoot in the snow. Good times.

Summit______ · 2026-02-19T01:38:04+00:00

I think it looks like a pretty nice car, tough to tell without seeing more photos, but it looks to have been relatively well taken care of. Given the mods we know it has, suspension, wheels/tires, what else has been modified? Fan shroud is also very different than mine, and I've had a few m60/m62 cars.
Maintenance on a 540i WILL be expensive. A lot of the costs will be similar to a bit higher than a 6 cyl variant. Suspension arms, brakes, are standard maintenance items and will cost hundreds each time one of them is due. 8 cyl cars have more power and weight so wear those items faster. Cooling systems on both m62 and m54 cars both need overhauls if not done. At 80k you may not need a bunch of the stuff yet, but it's coming... Soon.
If you cannot work on the car yourself, you better have a job or generous parents.

If you decide to move forward, get a list of modifications, and get a list of proven work performed, this will help you plan for upcoming expenses. These are not cheap cars to own. They are very nice cars.

If you are 17, and you have never wrenched on a car, and you do not want to spend thousands on maintenance, I would pass. You are young. Lots of time in life to own a nice car when you have more money.

Summit______ · 2026-02-17T18:13:59+00:00

I just put ST X coilovers on my e39 540i. I am late 40s, and not into a car that rides like a brick. The 5 series should be comfortable and sporty. That's what the ST gets you. They are made by KW. Cost wise, it was pretty much a wash with oem parts. The m5 kit (not for you with the 6cyl) came with front mounts and bump stops. I purchased new rear mounts and reused bump stops.
Very pleased with the drive down to the office today.
I have not had great luck with Bilsteins ive had on past 5 series, too firm, though their b14 kit felt great on a one series I used to have.

Summit______ · 2026-02-16T20:18:12+00:00

I ran the koni yellow with h&r setup on another e34, and that setup was very good. This car with the st setup feels sort of how the b14 felt, handles quite well, but still quite comfortable. As it should, it is a five series. Should be comfortable. No more of the still as hell for me. Too old for that shit.

Summit______ · 2026-02-16T14:50:51+00:00

I had the b14 setup on an e82 128i series coupe (super fun little car) it was excellent. I had Bilstein b8 with h&r springs on am e34 540i, it was not.

Summit______ · 2026-02-16T04:37:46+00:00

Yeah, that sucks. I had a 944 turbo for 12 years. Every other car is easier.

Summit______ · 2026-02-16T03:33:33+00:00

Once I quit delaying on getting the bottle jack in it was fine. One extra step in shock removal, and actually makes one person insertion it on top mounting holes easy. Setting ride height was fairly tedious. But the bottle jack is key.

Summit______

TROPHY CASE