Jack Spades

[Jack Spades @JackS48460]

@DollarCostAvg I think, we are getting a rate hike in December, so probably not. But, hopefully I am wrong. $NBIS at $300+ this month. That is easy! If $IREN will get to $100+ at some point, $NBIS will be $500+. I am not a holder of $NBIS, but just calling it as I see it.

[Jack Spades @JackS48460]

@DollarCostAvg Sounds about right. Let's see if they can actually achieve it by year end.

[Jack Spades @JackS48460]

Today's action on $IREN stock is as expected. No surprise there post earnings call.

[Jack Spades @JackS48460]

A great CEO is one that is always hungry! Watching the $IREN earnings call earlier clearly showed me that Dan was pretty relaxed and well fed. Definitely not in any hurry to make meaningful deals or scale quickly. He said that he's "waiting for the right type of deals."

[Jack Spades @JackS48460]

@Batmantallk Kitty was like... OMG! I got to get out of here, otherwise I'm next!!!

[Jack Spades @JackS48460]

What can you say about $IREN right now. Not much. Management talks a lot, but says nothing of importance. They keep dropping $NVDA's name in the hopes that investors will eat it up and won't sell their stock.

[Jack Spades @JackS48460]

@DollarCostAvg As I've been saying for a while, $IREN's year will be 2027!

[Jack Spades @JackS48460]

@TheTechInvest I know... I heard, but who cares at this point. It's not a meaningful partnership/investment.

[Jack Spades @JackS48460]

@DonnaAnnleffler Respectfully. $NBIS has already done so and will continue that path until about 2028-2029 (maybe 2030) when the AI revolution and demand fades. At that point, if shareholders continue to stay in $IREN, they will all reach bankruptcy.

[Jack Spades @JackS48460]

@DollarCostAvg Alright. Listening to the call. This should be interesting!

[Jack Spades @JackS48460]

@Gainzy21M @EndicottInvests This company is managed so differently from $CRM and many other companies. I have a lot to say, but am going to keep my mouth shut as it won't make a difference anyway.

[Jack Spades @JackS48460]

@Gainzy21M @EndicottInvests Hopefully you are right, but I think that you are wrong. They won't say and state it as such due to a "signed NDA, we are not able to release the company name".

[Jack Spades @JackS48460]

@YodaStockInvest I expected this exact thing.

[Jack Spades @JackS48460]

$IREN continues to stay mysterious. Let's see where this all leads. Getting vibes of $NKLA here. Hopefully, I am way off on this one.

[Jack Spades @JackS48460]

@Areola_Mike @TheTechInvest Nope. They would have disclosed it on the ER.

[Jack Spades @JackS48460]

@MedmanOGK @TheTechInvest NDA.

[Jack Spades @JackS48460]

Alright... Am I completely out of my mind to want to know the terms of the $IREN "new multi-year contract with leading frontier AI lab"? I understand not releasing the company name due to an NDA, but the numbers should be released as they matter to the company's growth. WTH?

[Jack Spades @JackS48460]

@DollarCostAvg $IREN CEO's talk a big game without saying much. LOL. The same story as last earnings. I called it earlier, but let's see what happens during the earnings call.

[Jack Spades @JackS48460]

@DollarCostAvg Not me. Next earnings call. Not this time, at least I don't think so.

[Jack Spades @JackS48460]

@DollarCostAvg When? That's the diabolical question, cuz it's definitely not today. I expect a similar situation to last earnings call.