Bearish or bullish, it only makes me MORE bullish on $IREN.
IREN understood the data center buildout opportunity early and positioned itself in Texas before the crowd caught on.
Power, land, infrastructure, and execution matter.
The AI infrastructure race is a long game, and I believe early movers have a meaningful advantage.
I'm thinking long term. Time will tell.
🚨 BILLIONAIRES, POLITICS & THE STOCK MARKET
The 2026 U.S. Midterm Elections could reshape more than just Washington.
From Elon Musk to George Soros, billionaire influence extends across both political camps.
But what does this mean for Wall Street?
📉 Potential pressure on Big Tech & AI regulations
🚀 Opportunities in energy & infrastructure
💰 Shifts in taxes, government spending & investment
📊 New opportunities — and risks — for investors.
Stocks to watch:
$NVDA $MSFT $AMZN $CRWV $NBIS $IREN
Politics may change the rules. The market will decide the winners.
Are you bullish or bearish on the stock market after the midterms?
$IREN — REAL POSITION. REAL CONVICTION.
I'm sharing my actual position, not just talking about the stock.
My position:
• 37,756 shares
• Average cost: $24.2931
• Closing price: $24.46
• Position value: $923,511.76
• Unrealized P/L: +$6,301.48 (+0.69%)
After the recent volatility, I'm back in the green.
But I'm not investing in $IREN for a quick profit.
Here's what keeps me bullish:
• $4B contracted ARR target for 2026 capacity.
• Microsoft AI Cloud deployment.
• NVIDIA GB300 NVL72 Exemplar Cloud qualification.
• Expansion into a 300MW data center campus in Spain.
IREN is building more than a Bitcoin mining business. Its AI infrastructure opportunity deserves attention.
Short-term volatility doesn't change my long-term thesis.
I'm watching execution, revenue growth and future expansion.
I'm here for the bigger opportunity.
Let's see where $IREN takes us.
Like, repost & follow me.
Not financial advice.
I'M DOWN ON $IREN. BUT I'M NOT CHANGING MY LONG-TERM THESIS.
I believe the AI infrastructure opportunity is much bigger than today's stock price.
Why am I still bullish?
Look at the business:
$4 BILLION in contracted ARR for 2026 capacity, with $1 billion already operating as of August 26.
Microsoft: IREN delivered its first 50MW liquid-cooled AI Cloud deployment, Horizon 1.
NVIDIA: IREN achieved Exemplar Cloud status on GB300 NVL72.
Global expansion: A new 300MW AI data center campus in Spain.
This isn't just a Bitcoin mining story anymore. IREN is building an AI infrastructure business.
The next big checkpoint? November 5 — Q1 FY2027 earnings.
Of course, execution, financing, dilution and delivery timelines matter. The opportunity is huge, but the risks are real.
I'm investing for the long term, not chasing every daily price movement.
I believe the market may be underestimating what IREN could become.
Let's see where this journey takes us.
Like, repost & follow me.
Not financial advice.
I'M DOWN ON $IREN. BUT I'M NOT CHANGING MY LONG-TERM THESIS.
I believe the AI infrastructure opportunity is much bigger than today's stock price.
Why am I still bullish?
Look at the business:
$4 BILLION in contracted ARR for 2026 capacity, with $1 billion already operating as of August 26.
Microsoft: IREN delivered its first 50MW liquid-cooled AI Cloud deployment, Horizon 1.
NVIDIA: IREN achieved Exemplar Cloud status on GB300 NVL72.
Global expansion: A new 300MW AI data center campus in Spain.
This isn't just a Bitcoin mining story anymore. IREN is building an AI infrastructure business.
The next big checkpoint? November 5 — Q1 FY2027 earnings.
Of course, execution, financing, dilution and delivery timelines matter. The opportunity is huge, but the risks are real.
I'm investing for the long term, not chasing every daily price movement.
I believe the market may be underestimating what IREN could become.
Let's see where this journey takes us.
Like, repost & follow me.
Not financial advice.
🚨 **THE MARKET IS SELLING. I'M BUYING.**
$NBIS — ~$148
$IREN — ~$23
Both have taken a beating, but their long-term AI infrastructure opportunities remain enormous.
• Billions in contracted customer commitments.
• AI computing demand still exceeds supply.
• Massive data center expansion ahead.
• Long-term revenue growth potential.
My 2027 base-case targets:
$NBIS → $750
$IREN → $156
Yes, financing, dilution and execution risks are real. But I'm investing for the long term, not chasing short-term noise.
I'm long BOTH.
**The biggest opportunities often appear when the market loses patience.**
Like, repost & follow me. 🚀
🚨 **THE MARKET IS SELLING. I'M BUYING.**
$NBIS — ~$148
$IREN — ~$23
Both have taken a beating, but their long-term AI infrastructure opportunities remain enormous.
• Billions in contracted customer commitments.
• AI computing demand still exceeds supply.
• Massive data center expansion ahead.
• Long-term revenue growth potential.
My 2027 base-case targets:
$NBIS → $750
$IREN → $156
Yes, financing, dilution and execution risks are real. But I'm investing for the long term, not chasing short-term noise.
I'm long BOTH.
**The biggest opportunities often appear when the market loses patience.**
Like, repost & follow me. 🚀
I'M DOWN ON $IREN. BUT I'M NOT CHANGING MY LONG-TERM THESIS.
I believe the AI infrastructure opportunity is much bigger than today's stock price.
Why am I still bullish?
Look at the business:
$4 BILLION in contracted ARR for 2026 capacity, with $1 billion already operating as of August 26.
Microsoft: IREN delivered its first 50MW liquid-cooled AI Cloud deployment, Horizon 1.
NVIDIA: IREN achieved Exemplar Cloud status on GB300 NVL72.
Global expansion: A new 300MW AI data center campus in Spain.
This isn't just a Bitcoin mining story anymore. IREN is building an AI infrastructure business.
The next big checkpoint? November 5 — Q1 FY2027 earnings.
Of course, execution, financing, dilution and delivery timelines matter. The opportunity is huge, but the risks are real.
I'm investing for the long term, not chasing every daily price movement.
I believe the market may be underestimating what IREN could become.
Let's see where this journey takes us.
Like, repost & follow me.
Not financial advice.
$IREN at $30 this week? The setup is getting interesting.
After the recent pullback, I'm watching this one very closely.
Earnings are coming up, and the next few days could be a major turning point.
My key levels: $25 → $28 → $30.
Can $IREN surprise the market this week?
What's your price target?
Follow me, and let's see where $IREN takes us.