Tracking my path through the markets.
Current holdings: $IREN $NVO $ASST $HOOD $USAR
SI (AI) • Finance • Geopolitics • Macro
Sharing Research and ideas | NFA‼️
the $IREN x Anthropic deal is still only 'reported' — neither side has confirmed a word. and the stock trades like the whole story died 😅 that 245 MW site coming online even a month early was estimated at $1.3B+ in revenue. if it lands, this price looks silly 👀
@Benjamin_Trades@Micro2Macr0 Nobody knows, but I don’t think so honestly. But if we do you should probably just dca, if you have a time horizon further then 2027.
@Benjamin_Trades@Micro2Macr0 Nobody knows, but I don’t think so honestly. But if we do you should probably just dca, if you have a time horizon further then 2027.