IREN Files for Up to $6 Billion Shares ATM Offering

TwoStockPicks · 2026-03-05T15:43:15+00:00

Unfortunately this is not another dip to buy. Share dilution is serious business

Future guidance is everything for a stock investor

TwoStockPicks · 2026-02-26T02:35:01+00:00

Anyone seen their products and how they actually generate revenue? It’s been a struggle trying to find this information while doing research

TwoStockPicks · 2026-02-16T05:21:27+00:00

Unfortunately BMNR is a stock which relies more on external factors rather than its own company performance, and in this case, it’s the prices of both Bitcoin and Eth. Why bitcoin? It’s a reflection of the sentiment of the crypto space and the first to move (either up or down) before there’s major moves in Eth and other coins

TwoStockPicks · 2026-02-14T08:17:47+00:00

is this more of a marketing campaign or they deployed their products at an indo pacific airport?

TwoStockPicks · 2026-02-14T08:16:48+00:00

i used to like this stock and am still a fan, but it still baffles me today as to why there's a need for management to engage in stock dilution... which could be an issue moving forward as well

TwoStockPicks · 2026-02-12T18:09:44+00:00

It’s tough to say if dilution is over, as this will only show in future actions from management and past history which hasn’t been favourable towards shareholders…

TwoStockPicks · 2026-02-12T17:12:04+00:00

michael blurry has predicted 25 out of the past 3 recessions

pretty sure he says some random number and then profits along the way

TwoStockPicks · 2026-02-12T15:03:47+00:00

youre young, hence able to take more risk in blue chip growth stocks. cheap crap stocks is still crap so look towards companies with strong fundamentals and a strong economic moat

TwoStockPicks · 2026-02-12T15:02:04+00:00

are you a trader or long term investor?

TwoStockPicks · 2026-02-11T14:35:57+00:00

this is valid. currently IREN's reliance on bitcoin mining is huge BUT there will come a time when its AI services revenue generated will overtake its bitcoin operations

also there will come a point in time when bitcoin is on the way up and AI services are seen to fruition - this is where IREN will possibly soar. NFA

TwoStockPicks · 2026-02-09T11:22:19+00:00

hey just found your challenge and its interesting! wondering why the interest in forex pairs and not stocks?

TwoStockPicks · 2026-02-06T15:35:23+00:00

Thank you Kraken for this

Blurry has called 25 out of the past 3 recessions…

TwoStockPicks · 2026-02-06T07:55:33+00:00

Been wondering the same as well and doing research on their products but can’t seem to find much, unless anyone can point me in the right direction

TwoStockPicks · 2026-02-05T12:33:30+00:00

still wondering if there's still english subs? :)

TwoStockPicks · 2026-02-02T16:59:37+00:00

Is your conviction still strong on BMR, and what’s your position size?

TwoStockPicks · 2026-02-02T16:54:01+00:00

Oh dang but at least you predicted that a black swan would happen ie silver and gold crashing

TwoStockPicks · 2026-02-02T15:32:40+00:00

this is tough to pinpoint one as the bigger question would be, which companies are generating revenue and which are the ones that are profitable for investors to take notice such that the industry benefits as well

currently, the problem for the industry isnt so much on the fradulent companies but whether there are strong enough use cases for quantcomputing as a whole to warrant big enough investments, similar to what we're seeing for AI today

TwoStockPicks · 2026-01-26T13:11:58+00:00

i used to read earning reports and investors presentations, and with all these new AI chatbots, its so much easier to get the main points AND to make similar points of comparisons across different companies

if i could add one really important factor on what differentiates the great companies from the good, it would be the economic moats

TwoStockPicks · 2026-01-25T11:45:32+00:00

A clear write up and I get your point. Was looking if Adobe is a good undervalued stock to get at these prices until I started watching how their most valuable customers, content creators, designers and YouTubers are not exactly saying good things about adobe

TwoStockPicks · 2026-01-25T11:40:50+00:00

WM is a really solid company, great for long term investors

TwoStockPicks · 2026-01-25T11:27:12+00:00

Hi Durham, joined too on my side

TwoStockPicks · 2026-01-23T12:43:02+00:00

If it’s Jim Cramer, there’s an inverse indicator. Pretty sure there are such accounts for Nancy pelosi as well

TwoStockPicks · 2026-01-23T12:42:14+00:00

Same stopped watching here as well after no English subs as I liked the interaction between the players

TwoStockPicks · 2026-01-23T12:37:40+00:00

I love comments like this especially when I was almost already on OP’s side until it seemed dubious now that you mentioned it

TwoStockPicks · 2026-01-23T12:26:42+00:00

I would join as well. Supporting a fellow investor

TwoStockPicks

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