Sebastian Invest's

Founder | Institutional-Quality Equity Research & Valuation | Holdings: $ZETA $SOFI $CELH $IREN $AMD | Not financial advice

[Sebastian Invest's @SebFGAM]

@Lucelex Something like that🤝🏽

[Sebastian Invest's @SebFGAM]

Just bought $5,000 worth of $IREN shares at these levels.

Before I came onto X, I was doing my deep-dive research into companies, running my projections, and putting hours into risk analysis.

That was able to get me a 68% yield each year for the last 5 years.

Seeing bearish sentiment and trolls on here is not going to stop me from buying a company I see tremendous upside and value in for the next several years.

The story for $IREN is too compelling at this point in time.

[Sebastian Invest's @SebFGAM]

@NeoCloudNinja 🤝🏽🤝🏽

[Sebastian Invest's @SebFGAM]

I'm tired of people coming on here and saying $IREN is a clown stock and that you are going to lose everything you put in it.

The only evidence to back it up is that it has done nothing over the past year, and management is a scam.

First off, the last 9 months for $IREN are drastically different than what they are now. They didn't get the $4B ARR until July of this year, and they didn't start transitioning from a bitcoin mining company to an AI infrastructure company until recently.

All of their contracts that people are excited about now have come recently, and the stock has only really become enticing over these past 3 months.

Now their opportunities in the future are unprecedented, and it is not a theory if they can become one of the leading AI infrastructure companies, it is about when their execution pays off and they do become it.

It would be too long to explain everything they have going for them, but the numbers, contracts, and leverage speak for themselves, and people on here will say anything when $IREN has a red day.

If you can't handle a red day, you should not be investing.

[Sebastian Invest's @SebFGAM]

You and every other bear in these comments clearly don't know anything about stocks. If you think the move today was dilution, then you're delusional. It was just a red day and an entire sector down trend. $IREN is already a better company than $CRWV; they have better financials at half the market-cap.

[Sebastian Invest's @SebFGAM]

@Joseph_Invests @J1704937088409 @Tailzinho 🤝🏽

[Sebastian Invest's @SebFGAM]

@ClaudeWhitehea3 Yessir, all the top institutions are investing and raising PTs; these companies know $IREN is legit.

[Sebastian Invest's @SebFGAM]

@ClaudeWhitehea3 @j2kithforever Exactly right, which I know they can do.

[Sebastian Invest's @SebFGAM]

@J1704937088409 @Tailzinho Hopefully in the next week or two is what i've been seeing.

[Sebastian Invest's @SebFGAM]

@Maverick24060 For sure there are question marks, but every company has some, and I don't mind the short interest nor the dilution once they mature and are an established AI infrastructure.

[Sebastian Invest's @SebFGAM]

@Tailzinho We'll see how Horizon 2 delivery goes🤞🏽🤞🏽

[Sebastian Invest's @SebFGAM]

@TrinityInvests I agree that'd be ideal, and I would add even more shares if we were to get a sector pullback. Anything under $50 is a huge buy IMO.

[Sebastian Invest's @SebFGAM]

@ArielBreglia Me too, it's going to be big!

[Sebastian Invest's @SebFGAM]

@j2kithforever I appreciate it, it's a matter of execution now for the team🤝🏽

[Sebastian Invest's @SebFGAM]

$IREN moved as much as 5.5% lower today to the mid-$43 range.

This presents another amazing buying opportunity before we surpass $50 and move much higher.

This was a sector-wide move down and was not on the premise of any news.

I hope we see it get lower so I can add more shares, but this may be it before we reverse.

[Sebastian Invest's @SebFGAM]

@IREN_Bull Exactly, they will be the same people rushing into the stock later once it has already moved a ton.

[Sebastian Invest's @SebFGAM]

$IREN is in the TRANSITION and EXPANSION phase right now, where they are building out their arsenal.

What we are investing in is the $IREN that generates billions in revenue, which we will start to see the gap close next year and every year afterwards.

If you are sitting here saying the company is trash and doesn't have the financials to back it right now, then you do not understand the trajectory and how to value companies.

If you wait to invest in $IREN until they start delivering that much revenue, then you'll have to pay $80+ for the stock.

[Sebastian Invest's @SebFGAM]

People bought into the Semi-Analysis ratings today and pushed $NBIS up and shorted $IREN.

The people selling $IREN today just aren't fit to invest in transitioning industries that are positioning themselves for the future.

When it is all set and done, $IREN will be executing at the highest level, and with $ORCL having issues developing their data centers, it will continue to be bullish for $IREN as they leverage their compute and raise prices while demand is still high.

Anyone shorting $IREN will get burned.

[Sebastian Invest's @SebFGAM]

If you are selling $IREN because of this biased report, you should quit investing and just throw your money away.

This is clearly biased work; when you break it down and dive into the financials and fundamentals, comparing $NBIS, $CRWV, and $IREN.

$IREN ranks highest in opportunities with the scaled-out sites they are developing, the major contracts they are benefitting from, and the potential announced deal with Anthropic.

I have to say it again though, if you are selling $IREN because of this report, you are insanely gullible.