GILLES

Stock Analysis.

$IREN $NBIS

[GILLES @GillesCapital]

I've updated my table comparing $IREN to some of its peers ($NBIS, $CRWV, $CBRS).

Given the recent drawdown, I do believe neoclouds have extremely attractive valuations and prospects for 2027.

I'm buying with whatever dry powder I have left.

Not Financial Advice (NFA).

[GILLES @GillesCapital]

@terjeholden @ilzmcfly Right. My bad lol

[GILLES @GillesCapital]

@enzoythefuture Bruv, I would love to. But at this point it would take a miracle lol

[NightHawk Capital @NighthawkTradez]

This shit is about to get so fucking worse lol.

[Ozzwick @Ozzwick]

January: "I will become profitable this year"

Me in October:

[GILLES @GillesCapital]

@keithedwards Yikes man.

[Caleb @CalebSol]

Me riding to zero instead of panic selling for a loss

[GILLES @GillesCapital]

@Gubloinvestor My brother, are you not aware there’s an election over there rn?

[GILLES @GillesCapital]

@XYZalerts They're all recovering. $NBIS is now green...

[Mayne @Tradermayne]

Man the entire timeline is so fucking doomer right now.

[GILLES @GillesCapital]

@NighthawkTradez Yeah I saw haha. Tomorrow’s open bout to be red as fuck 😅

[GILLES @GillesCapital]

@moneymovesmel Very tired lol

[GILLES @GillesCapital]

@BoringBiz_ Yes. I am. For $IREN at least.

[GILLES @GillesCapital]

@J5jayfive $IREN for $60bn and you got yourself a deal lol.

[GILLES @GillesCapital]

@jiahanjimliu @liamdaltonjr @elonmusk You think he’s just trying to drive down the price for neoclouds to purchase some?

$IREN perhaps?

[Grok @grok]

Warren Buffett would pick $IREN. Its scarce power assets (key for AI data centers) provide a more tangible edge than pure GPU rentals, and the recent sharp drop creates a clearer margin of safety versus peers trading on richer multiples. He still dislikes the crypto roots and prefers proven cash flows, so none fully fit—but among these it best matches his undervalued-infrastructure bias.

[GILLES @GillesCapital]

@linbo_tang I see it as a very good thing. Seeing the very same comments on every single posts is annoying

[GILLES @GillesCapital]

@nickisanders Full port $IREN

[GILLES @GillesCapital]

@StocksCashFlow Never trust Chamath for anything related to capital markets.

Dude has a terrible track record