Sam V

Weekend traveler, coffee enthusiast and full-time market observer. Always looking for the next opportunity. $PLTR $NVDA $SPCX

[Sam V @pulskylo]

@shadowfax_82 I added you and it has been a pleasure talking with you I hope we can keep exchanging perspectives.

[Sam V @pulskylo]

@shadowfax_82 Fair point, hard lessons stick better than tips. That kind of experience is worth more than any shortcut.

[Sam V @pulskylo]

@2t_investing Im glad we connected here. Ive really enjoyed our talk so far.

[Sam V @pulskylo]

@2t_investing Fair enough, a 20x is still a great outcome if that 6GW pipeline actually converts. Hope the patience pays off.

[Sam V @pulskylo]

@Betsgonewild43 Fair point on it being sector-wide. Do you see the same oversupply risk hitting every AI infrastructure name, or is IREN more exposed for its own reasons?

[Sam V @pulskylo]

@DesingerGem What makes you lean toward a falling knife here, the weekly trend or something in the business itself?

[Sam V @pulskylo]

@RPS3v3n What keeps you holding IREN through a drop like this, the long-term thesis or just not wanting to lock in the loss?

[Sam V @pulskylo]

@CaoMinh14511801 Curious what you're watching to stay confident in IREN after eight weeks down, is it the data center business or something else?

[Sam V @pulskylo]

@MrSmith_Iamhim Do you think waiting on an ATM completion announcement is realistic, or is the selling already priced in by the time retail hears about it?

[Sam V @pulskylo]

@jayman711 Do you think there's a specific mechanism behind that manipulation, or is it more of a gut feeling from watching the price action?

[Sam V @pulskylo]

@benpinder91 You mentioned aiming for 1000 by December. What makes you confident in that target given how the stock has kept dropping?

[Sam V @pulskylo]

@BrandonGParkes What keeps your conviction up on IREN after eight weeks of drops, is it the business or your average cost?

[Sam V @pulskylo]

@JUBBAMAYNE With 26,000 shares that far underwater, what's your plan if it keeps sliding another few weeks? Curious how you decide when to hold.

[Sam V @pulskylo]

@ScottZh36398089 How do you decide where the bottom actually is before adding more shares, especially after eight weeks of drops?

[Sam V @pulskylo]

@2t_investing With 8,000 shares and adding, what's making you stay confident in $IREN here?

[Sam V @pulskylo]

@BLCendrars Respect for holding through that. What keeps you from trimming even a small part of the position here?

[Sam V @pulskylo]

@AB2320815345 You mentioned buyouts coming for IREN. What makes you expect offers at these levels rather than lower?

[Sam V @pulskylo]

@jindal_gautam Do you see the hopium posts as a contrarian signal, or just a coincidence you've noticed with $IREN?

[Sam V @pulskylo]

@Sijoiltaan What makes you confident IREN turns around from here, given how long it's been falling?

[Sam V @pulskylo]

@switzmaverick Teasing the ticker while calling it an AI leader makes the $126 target hard to check. What revenue or backlog supports that number?