Free Spirit

Physician. Swing-trader & Investor. Might share thoughts on investing & self-growth. Not financial advice.

[Free Spirit @freespiritmnf]

That's what I am doing today. Averaging up a little more $IREN

[Free Spirit @freespiritmnf]

What a wonderful day to buy stocks.
The only thing that truly moves today is the mind.

[Free Spirit @freespiritmnf]

@mcF_dan @CrusadeInvest Not sure blocking opposing views is a sensible decision. Emotionally, I can understand it, though. There are also a few legit $NBIS bulls who are blocking $IREN, which is also a mistake, IMO.

I prefer to read both sides.

[Free Spirit @freespiritmnf]

@ChairmansLedger Who actually owns $ONDS?

To me, it's a red flag if a stock is led by people with <1% ownership. What's your take on that matter?

[Free Spirit @freespiritmnf]

@abhiisreal @mikealfred Why only 29% $IREN ?

[Free Spirit @freespiritmnf]

@moninvestor I‘m a bagholder since low 20s.

[Free Spirit @freespiritmnf]

Sold half $NBIS stake at the current highs after 8,5x gain from the 30s.
7% residual portfolio weighting, after cutting 50% twice.
Very happy with that performance. Congrats to the bulls.
I still hope it goes even more parabolic from here, which it probably will. 🤝🚀

[Free Spirit @freespiritmnf]

@BitcoinAIGuy @mcF_dan @jimcramer 😂🫡

[Free Spirit @freespiritmnf]

@Sandeman52 That's exactly why you outperform.

[Free Spirit @freespiritmnf]

@Mike10947310 It might be happening. I personally would never, ever want to be part of it.

[Free Spirit @freespiritmnf]

@yianisz Nope. Bought more $IREN today.

[Bitcoin Teddy @Bitcoin_Teddy]

Japanese actor Hiroyuki Sanada spoke about the contradictions of human nature:

“Some people dream of having a swimming pool at home, while those who have one hardly ever use it. Those who have lost a loved one feel a profound sense of loss, while others often complain about their living relatives. Those without a partner long for one, while those who have one often don't appreciate it. The hungry would give anything for a meal, while the satiated complain about the taste of their food. Those without a car dream of owning one, while those who have a car are always looking for a better one.”

The key to happiness is gratitude: truly seeing and appreciating what we already have, and understanding that somewhere, someone would give anything for what we take for granted.

[The Chairman's Ledger @ChairmansLedger]

The $IREN ATM debate is missing the point.

If they are raising to plug a hole, that is a problem.

If they are raising into real AI demand to pull forward energized capacity, GPU deployment, and contracted revenue, that is how growth companies win.

The cost of capital only matters relative to the return on the build.

[Free Spirit @freespiritmnf]

Rotating from $NBIS to $IREN.

What a great run with $NBIS, avg $30 to $229. Those 7-fig iceberg orders between $195-229 (expecially at $229) got taken out by a thousand paper cuts. No big block matches, just retail FOMO volume I guess.

Still got max conviction in $NBIS though, the company is solid. Keeping the other 50% of the position (was 30% of portfolio, now halved) even if from a swing trader view it feels stretched right now.

Still believe hard in the AI datacenter play despite all the capex noise. $IREN is becoming my top pick. Already sitting on a big position at $8 median (30% of portfolio). Yeah it's probably degen to push past 30% with 7-figs on the line, but I think it could rerate soon. Happy to add more in the $50s on any dip.

FinX has been full of $NBIS vs $IREN debates lately. I don't buy the extreme takes on either side — both have real edges. $IREN feels more slept on right now. People bash the management for no engineering background like $NBIS has, but I actually think their finance/infra experience is an extreme strength in this crazy capex game. They've shown they can handle the cycles. Still expect $NBIS to keep the software edge. Both teams look well run, just different strengths.

All the best to holders of both!

[Free Spirit @freespiritmnf]

That's the thesis. Always has been.

[SandemanStocks @Sandeman52]

If you panic now you regret later. Don’t listen to the news. Don’t listen to anything but common sense. What does common sense tell you? Trump will not let the market crash on a midterm year. All he has to do is let Iran off ramp. Both sides want this. Trump wants to just take out as many targets as he can before the oil spikes too high. Oil is spiking. The war is ending soon. Just my 2 cents.

[Free Spirit @freespiritmnf]

$PGY
I've been adding massively in the 19s/20s.
Great risk/reward IMO.

[Oguz Erkan @oguzerkan]

$PGY is heading to no-brainer territory.

Markdowns on the notes they carry on the balance sheet are normalizing, derisking the business.

It’s at 12x forward earnings, and the next Fed chair is expected to cut rates rapidly.

Why wouldn’t this work from here?

[Free Spirit @freespiritmnf]

@spacanpanman Agreed. Bought more $PGY today.

[Free Spirit @freespiritmnf]

@free_ai_guides Template

[Joseph Fahmy @jfahmy]

Friendly reminder: It's a strong market and we're not that smart. Stay humble.

[Free Spirit @freespiritmnf]

What I'm doing right now:

Buying more $PGY

Holding $IREN and $NBIS

Wishing I had a significant cash position to buy much more.

Market tanks further? Okay
Market goes higher? Okay