drbob512

Psychotherapist, screen writer, tennis player, love the LA Kings, Lakers, Ucla football/ basketball, Rams & Chargers, Dodgers, and my lovely daughters and wife.

[drbob512 @drbob512]

@FilingSniperx @TheTechInvest NVDA is highly incentivized bc they want to sell 600 GPUs and want $70/sh. IREN stock, so no worries...

[drbob512 @drbob512]

@TheTechInvest Nostrum has 490MW DC in Spain, iirc, right? That is part of the 5.8GW total in effect & pipeline, right?

[drbob512 @drbob512]

@OInvests Generalities fluctuate depending on circumstances. Some say diversify, don't put eggs all in one basket, others say focus on very few positions, 1-3, & watch over that basket like a hawk. Both can work. I have ton of IREN in 3 accts.

[drbob512 @drbob512]

@jiahanjimliu @logeonli16 Normally i would agree with you two but odds favor a late Summer/ Fall mkt correction of 10%-20% imho, sorry to be a curmudgeon lol but i do have a lot of IREN & its proxies IRE & IREX so hope i'm wrong

[drbob512 @drbob512]

Really don't think IREN dropped 12% bc of dilution fears & AI Pivot as the article says. IREN was 70 a couple days before Friday's crash so where were those 2 fears then? IREN's Beta of over 4 & mkt crash were main reasons, imho

[drbob512 @drbob512]

@jiahanjimliu @good_knight_xx Important to consider bear theses. Imho Space DC'a are 7-10 yrs away, so my bull thesis for IREN remains intact til 2030-2032. Plus Elon historically is delayed, such as rollout of FSD late by 3-5 yrs now, full rollout not here still

[drbob512 @drbob512]

@TedPillows Building up cash positions & reducing/ eliminating margin, is where money went on Friday from massive selling, imo. Arete Trading has theory that, to get into SpaceX, retail needed buying power, had to sell stocks, tutes did same.

[drbob512 @drbob512]

@FransBakker9812 My WAG is H5-6 contract is w/MSFT in July, or Aug at the latest. My wish is for Anthropic or another co. to contract SW1's first 200MW in July or Aug, & hope this is the next $10B+ contract for IREN !

[drbob512 @drbob512]

@Edge_Bolt Not "if we ever get a deal," but rather, "WHEN we get a deal!"

[drbob512 @drbob512]

@cantonmeow Say Cantonese Cat, can you post IREN with the superb Gann Arc in the chart? Seems like it could go to $105 to $115 depending on how soon it rallies?

[drbob512 @drbob512]

@danielisdizzy didn't power go from 5GWcto 5.8GW with the 800MW added from Australia?

[drbob512 @drbob512]

@litigious_dulce Say, Dulce, i/we miss your focus on IREN.

[drbob512 @drbob512]

@bitcoinbutcher1 @FransBakker9812 @SmallCapSnipa @closenberger Would love Agrippa Investments to join your IREN Spaces tonight! Or Kama or SmallCapSnipa.. :)

[drbob512 @drbob512]

@satyadeva97 Any pics or videos of SW1 would be fantastic, thanks in advance. Can you try to talk to anyone there as well?

[drbob512 @drbob512]

@Matt_Pinner Today i upped my IREN position to 100% in my trading account (incl IRE & IREX & commons). You should do what you're comfortable with. ( I don't give investment advice)

[drbob512 @drbob512]

@StockFlashDaily IREN is my pick for next several months, fwiw

[drbob512 @drbob512]

@cantonmeow Glad for you, King Cat ! (love seeing your Gann Arcs, espec for IREN ! hint lol )

[drbob512 @drbob512]

@Jonsdahl12 @Bare_Birk $80 ? Hell no, that's not nearly enough. Kinda like idea of half @ $120 & 1/2 into Anthropic stock below IPO price. But not happening

[drbob512 @drbob512]

@Bare_Birk @TheBigDegen Roberts' bros. have dream of building a monster AI DC Neocloud over next 3-7 yrs & would turn down Anthropic. More possible (still unlikely) is for IREN to buyout an AI DC after they get $20B+ ARR.