Jonagonx

Startup Founder | Hunting asymmetric opportunities in high-growth, undervalued stocks: $IREN $CLSK

[Earnest Hamilton @FinancialErnie]

$CLSK $META
Ummm 👀
This would be huge for @CleanSpark_Inc!

This would be institutional grade counterparty giving investor grade credit financing 🏦

I hope this ends up true!

[Ray Myers @TheRayMyers]

$DLO Q1 2026 Earnings and 2030 Valuation Model!

Stock is down 20% in 1M, despite 73% TPV growth and 55% revenue growth.

The market continues to focus on short-term narratives instead of fundamentals and long-term execution.

As a result, $DLO trades at just 11x FWD P/E.

[CoinForge @Realcoinforge]

🚨 NOBODY IS TALKING ABOUT THIS HYBRID STOCK THAT'S BREAKING OUT.

$IREN is currently forming a perfect bull flag and it has just broken out to the upside.

This is an AI company with BTC exposure and the potential is insane.

If this is accurate, it's about to explode.

Keep an eye out.

[BoltEdge ⚡️ @Edge_Bolt]

$IREN has gone 193 days without a hyperscaler deal.
$NBIS: 3 deals since September.
$CIFR: 3 deals since September.
Sweetwater is live. Capacity is ready.
The silence is a coiled spring. 🧨

[StockTrader_Max @StockTrader_Max]

There is likely a 30-50% chance that $IREN announce a new Hyperscaler deal within the next 1-3 Months.

Shares do not currently have this priced in.

[Jonagonx @jonagonx]

@cryptycryptto 10k in CLSX

[BoltEdge ⚡️ @Edge_Bolt]

$IREN

You aren’t bullish enough.

Don’t be surprised one of these mornings getting one of those alerts.

[Daniel @danielisdizzy]

Some CEOs are telling you their stocks are massively undervalued.

$OSCR CEO says intrinsic value is $45–$55 by 2027. The stock is at $11.

$SOFI CEO: ‘The value is in the 30s today and heading above $40 within a year.’
Stock is $15 — and he bought $1M himself at $17.88.

$HIMS bought back $80M of stock in Q4 at an average price of $39. Today it’s $19.

I don’t take everything they say at face value.

But I trust these management teams.

And I’m buying.

[The Tech Investor @TheTechInvest]

🚨 BREAKING: PER GOLDMAN SACHS, $433M IS THE ESTIMATED PASSIVE INFLOWS INTO $IREN POST MSCI INCLUSION

Effective February 27

Credit: @bitcoinbutcher1

[M. V. Cunha @mvcinvesting]

$NBIS $CRWV $IREN $CIFR

Another bullish signal for AI infrastructure stocks:

H100 rental prices continue to rebound from November lows and are now at an 8-month high.

This pushes back against the bear case that older GPUs would quickly become obsolete as newer generations emerge.

Each chip eventually finds its place in the hierarchy of workloads. AI adoption will only accelerate from here, across both lighter and heavier workloads, and performance per dollar matters.

h/t @matthew_sigel

[The Tech Investor @TheTechInvest]

🚨BREAKING🚨

TRUMP: TECH COMPANIES MUST PAY FOR DATA CENTER ELECTRIC BILLS

TRUMP: HAVE MUCH TO ANNOUNCE IN COMING WEEKS ON DATA CENTERS

🔥🔥🔥🔥🔥🔥

Credit: @DeItaone

[Fibby. @Fibonacci_TA]

$IREN (weekly) — Stunning chart. Bought the dip, and I’m holding with $70 and $110 in mind.

This is still an uptrend, and the pullback is doing what pullbacks should do: reset sentiment without nuking structure.

As long as we keep building higher lows and defend the trend, dips are for adding—not panicking.

[Echo Analysis @EchoAnalysis]

$IREN — breakout loading… 👀

Price is pressing against the upper channel trendline.

A breakout with volume = buy signal 📈

Next step: test the 50-day MA — flip it to support and Wave 5 is on.

Wave 5 target = +137% upside 🚀

[The Tech Investor @TheTechInvest]

Per Futurum Equities, $IREN PEG (Price / Earnings to Growth Ratio) is 0.3, which means that $IREN is still one of the most attractive tech stocks.

The company is expected to grow by 354% in Q1 2026 and 100% to 150% in the FY2026.

$IREN can cross $120 and still be undervalued based on absolute valuation metrics.

[Jonagonx @jonagonx]

@Cboe @TradrETFs When $IREN?

[𝒰𝓂𝒷𝒾𝓈𝒶𝓂 @Umbisam]

$IREN Congrats to Bernstein. This chart is finally somewhat closer to the truth. I've seen so many misleading 'researches' & [fake] 'data' on this topic that am glad seeing Bernstein getting it (fundamentally) right.

[Beav Invests 🦫 @beavinvests]

And you think $IREN is still overvalued??

$150 is so much closer and more justifiable than you think.

[Christian Vasquez @ChristianSotoNJ]

One more time:
If $IREN announces any deal while in price discovery, it will enter nuclear exit velocity.

[kratos.crazy.one 💙 @kratos_harmony]

JUST IN: @HIVEDigitalTech $HIVE trades at compelling valuation multiples—NTM P/E of 10, NTM TEV/Rev of 2, and P/B of 1.3—making it the most attractively priced stock among AI and #Bitcoin mining peers, especially given its first-mover innovation in grid balancing, heat recycling, and green energy.

🥇 The company pioneered leveraging Bitcoin mining for grid balancing, recycles ASIC chip heat to warm a facility 5x larger than typical data centers (saving about $300,000 annually), was first to launch an Intel-powered ASIC chip, and is committed to using only renewable energy throughout its operations
Sector Valuation LeadershipHIVE’s NTM P/E of 10 and NTM TEV/Revenue of 2 put it well below sector averages, indicating strong upside versus other public miners focused on AI or Bitcoin.

💰 It’s price-to-book of 1.3 further underscores its deep value among digital infrastructure and crypto mining firms—none offer the same blend of green energy, grid services, and ASIC innovation at this price[simplywall]
Pioneering Grid Balancing & Heat Recycling HIVE was a first mover in integrating advanced grid balancing: its mines can curtail energy use in seconds to help stabilize local grids, a capability that generates compensation from utilities and positions HIVE as an ideal utility partner.

🧠 These innovations are driving the company’s reputation as a most innovative “joiner” and sustainability leader in digital data.

📊 HIVE was the first in the sector to co-develop an ASIC mining chip with Intel, enabling greater energy efficiency and early access to leading-edge mining hardware.

⛓️‍💥 HIVE operates exclusively with renewable energy, underpinned by long-term hydroelectric agreements in Canada, Paraguay, and other sites—differentiating them versus peers that still use fossil fuels.

🚀 Scaling EH/s for about 1/3 of our peers from 3 Bitcoin a day to 9 $BTC over 6 months is stunning growth with more scaling by year end and more to come while Buzz’s I TIER 3 data AI Nvida chips revenue has doubled and positioned to 5 x over next 23 months with JV with Bell Canada and Choere.

💡 HIVE Digital Technologies isn’t just the highest quality equity in the AI + Bitcoin mining space by valuation. It’s also the clear innovation front-runner on grid balancing, heat recycling, ASIC development, and sustainability.

🔐 The conclusion is be be long or be wrong so buy the dips, Stack and HODL

Cc: @bulldogholmes

[Maarten 🇪🇺 @MaartenDik]

$IREN @iren_ltd @danroberts0101 Full interview on Yahoo Finance

On the demand for energy: “If you are starting from scratch today and you want grid connected power, you are looking 2030”