Conquer Markets

Trading ideas, real trades, no hype. Market briefs + trade breakdowns for retail traders. Learn and share ideas. 📊 Not financial advice.

[FreeFromMatrix @ViralMuzik1989]

$IREN Daniel Roberts, Co-CEO of IREN, says computing supply will never outpace AI demand as the NVIDIA-backed firm prepares to spend US$30bn on AI infrastructure

Dan criticises these long-term leases his rivals have signed up to.

“You’ve just given up the greatest, scarcest asset that probably exists in the world at the moment, and sold it to someone else to monetise,” he says, adding that he doesn’t think the move is very strategic.

[Conquer Markets @Conquer_Markets]

@JosephFGI 😂

[Conquer Markets @Conquer_Markets]

The main inflation issue is the price of Diesel ⛽ - the effect on the economy is a direct hit. More than anything else, the farm machines, trucks, distribution all rely heavily on diesel.
Diesel today hit 5.9$ (average of the past ten years is around 3.5$) a 68% increase ! 🤔🥴

[Conquer Markets @Conquer_Markets]

Short week, loaded calendar. 🗓️

Markets reopen tomorrow after Labor Day — 4 trading days packed with the two prints that matter most right now:

🔹 Thu — PPI (Aug)
🔹 Fri — CPI (Aug)

Both land ahead of the Sept 15-16 FOMC. Position sizing matters more than usual this week.

[Conquer Markets @Conquer_Markets]

@arthritisfinger needs to break 50 and recapture

[Conquer Markets @Conquer_Markets]

The problem with your stock is governance. Get your act together- we don't care about NBA sponsorships, we want you to be compensated based on actions and accomplishments not just because you came to work in the morning. We want more voting power for shareholders. Stop running the stock like your private piggy bank. You and your bro need to be more investor friendly and not dictatora.

[Conquer Markets @Conquer_Markets]

@FrostByte123456 @danroberts0101 100%

[Conquer Markets @Conquer_Markets]

@IREN_Ltd @MirantisIT Why would a company losing 680M per quarter, short interest at 30% , still think it's a good idea to sponsor an NBA team?
The problem with the company is governance, giving yourselves 18M shares with no performance condition is a stab to investor confidence.
Board sucks. CHANGE

[unusual_whales @unusual_whales]

BREAKING: Billionaire Ray Dalio said investors should reduce their bond holdings and put as much as 15% of their money in gold, per Bloomberg.

[Conquer Markets @Conquer_Markets]

@Mimiiben1 63

[Conquer Markets @Conquer_Markets]

@waitmaya 31

[Conquer Markets @Conquer_Markets]

@danroberts0101 Do a fckin BUYBACK , put your money where your mouth is , show leadership. The biggest problem with $IREN is governance. it's time, you , the board and your brother address this .

[*Walter Bloomberg @DeItaone]

TRUMP HAILS GROCERY PRICE CUTS

President Trump praised Giant Eagle for lowering prices on more than 300 products through Labor Day, calling on other grocery chains to follow suit. He credited his administration for falling costs on items including oil, gas, eggs and prescription drugs, while blaming the previous Biden administration for high inflation.

[Conquer Markets @Conquer_Markets]

@TheBigDegen zero bad news?
only 18+ million new shares to be given to the co ceo brothers (5 % dilution) , meta saying they will sell their compute too, general softness of the industry specific (CRWV, Nebius, apld, etc) and market sentiment really bad with anything to do with AI.

[Conquer Markets @Conquer_Markets]

@KellyMacRude @VividProwess Gaza was Egypt beforehand, wtf you talking about...
Israel decolonised its land... just like anyone would do after years of torture, discrimination and harassment. right? glad we're on the same page. F off

[Conquer Markets @Conquer_Markets]

prediction. Oil (WTI) hits 160 within 90 days.
2y treasury at 4.5%

[Conquer Markets @Conquer_Markets]

@JesseCohenInv The Trump dump and pop pattern

[Conquer Markets @Conquer_Markets]

@DeItaone Short squeeze tomorrow after fed and earnings. will be squeezed to 84K .

[Conquer Markets @Conquer_Markets]

@GP_Presss

[Conquer Markets @Conquer_Markets]

@zainabReza_13 this is a fire in a construction site from over two years ago