FaTs

Trading and investing for over 25 years. Always learning. Opinions are entirely my own - not advice.

[FaTs @DoctaFats]

Today sucks, but earnings are still awesome, job market is healthy, AI really is just starting up, and we have history’s biggest IPO ever this month. Relaaaaaax. $IREN $NOW $QBTS $PLTR $INFQ $AMZN

[FaTs @DoctaFats]

Seems like any stock is just one Jensen Huang mention away from going up 100-500%, regardless of market cap. Let’s goooo $IREN.

[FaTs @DoctaFats]

@MoInvestingHQ Nope. It’s a $400 stock trading in the $120’s.

Thank you for coming to my TedTalk.

[FaTs @DoctaFats]

@growthrapidly Of course lol

[FaTs @DoctaFats]

You wanted your discount in $NOW and you just got it. This is a Trump pick that has gone up but not as much as the others just yet.

This is an easy one.

[FaTs @DoctaFats]

@jacobiinvest Mar my words *if* it sells off in the morning it will be green by EOD. P

[FaTs @DoctaFats]

Everyone keeps arguing about $NBIS investors switching to $IREN shares - both for and against this prediction. Meanwhile, you’re all missing the big picture.

For starters, you shouldn’t do such a thing, you should own BOTH companies. And, more importantly, $IREN is clearly undervalued to it’s peers (both $CRWV and $NBIS) and the chart TA is screaming to you that it will catch a bid and rise sharply in the coming weeks (in fact, this rise has already just started).

$NVDA option to buy shares at $70 teaches you this is the absolute FLOOR of where the stock needs to be today - but again more importantly, you all know very well $NVDA is not looking for a mere 10, 30, or even 50% gain in their investment. $IREN should be a $140-$150 stock if you’re comparing it to $NBIS financials. The more of a gap between the price of $CRWV / $NBIS vs $IREN, the greater a chance you will see $IREN skyrocket.

Honestly, it really is that simple.

Bookmark this post and check back in 1, 2 and 3 months. $65.33 closing price today. This price will look like a bargain by the end of summer.

And if you don’t believe the aforementioned - please go ahead and short it, and let us know how that goes for ya.

[FaTs @DoctaFats]

@BitcoinAIGuy @jimcramer This is the greatest $IREN pump EVER. Thank you Jim!!!! You’ve done it again!!!

[FaTs @DoctaFats]

3 months +60%. Good job $IREN. TO $100 WE MARCH.

[FaTs @DoctaFats]

If you understand what $IREN does and where AI is going in the next several years, you’ll know just how much a gift this stock is at current price. This is not a stock to be traded. This is a buy and hold.

[FaTs @DoctaFats]

@y_xia62604 @WilderStocks Let’s see where Nasdaq is a month from now then.

[FaTs @DoctaFats]

How do I get people to understand that once $IREN crosses this line (approximately $70-$75), it will go on an epic unhindered run that will make you regret not buying it this cheap.

[FaTs @DoctaFats]

@Hodlon41moreday Revs similar to $NBIS yet trading at less than half. Even if it merely got the same respect in valuation, we are up to $130-$140. And I think the broader market continues to rip here so… never say never.

[FaTs @DoctaFats]

$IREN is that stock that you keep thinking about but only pull the trigger on when it’s too late.

[IREN @IREN_Ltd]

IREN has entered into a $1.6bn purchase agreement with Dell for air-cooled Blackwell systems to support its previously announced 5-year, $3.4bn managed services AI cloud contract.

The systems are expected to be deployed across existing data centers at Childress, Texas, with commissioning targeted for early 2027.

Upon commissioning, the AI cloud contract is expected to increase IREN's annualized run-rate revenue (ARR) from $3.7bn to $4.4bn.

@danroberts0101, Co-Founder and Co-CEO of IREN commented:

“Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything. Hyperscalers, enterprises and developers choose IREN as a partner because we own and control the full stack - the physical infrastructure, the compute, and the operational capability to deploy at scale.

Our relationship with Dell ensures access to hardware at the scale and speed the market demands. Every deployment we complete makes the next one faster, and that compounding execution advantage is what we are building.”

Learn more: https://t.co/xcg2XFO5b2

[FaTs @DoctaFats]

@Philly_P87 Where do you find these metrics?

[FaTs @DoctaFats]

Probably an unpopular opinion, but this is when you start slowly stacking more #BTC and sit on it for a few years.

[FaTs @DoctaFats]

@MarketInvestorX Within a month at most.

[FaTs @DoctaFats]

@DavidHeichel The more the merrier.