Someone tell me the best rare earth plays. I have too many in my watchlist… UUUU, ARR, ILU, COB, VHM, NTU, ARU

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Any further thoughts on this?? GPT telling me ARR is the only NASDAQ-listed, low-cap, Australian-linked REM company with current US exposure and potential to directly benefit from an Oct 20th geopolitical REM-focused meeting between Trump and the AU PM.

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is it? the stock is performing better but strictly by numbers, ai revenue, financials, gpus, etc. hive seems much better valued to me. they already have AI ARR that's quickly growing while bitf still needs to build a capex heavy data center could just be a case of less people discovered hive right now

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Iren spent maybe like 900M on all their AI gpus and they're gonna get 500M ARR on all of them after install next year probably gonna recoup like 1.6 - 2B ish in revenue by the time they're depreciated to 0 in like 5 years

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HIVE is worth <2B mcap Compare the MW, gpus, balance sheet to CIFR I think hive is way more undervalued Hive AI HPC quality/progress also seems way better CIFR deal = 300M AI ARR per year @ 7B mcap using 168 MW after deal with Fluidstack HIVE targets 100M AI ARR by 2026 @ <2B mcap using 17 MW CIFR doesn't provide GPUs or software services, only the datacenter infra (racks, power, cooling, etc.), that's low margin business HIVE rents out GPUs and basic software services. Extremely high margin. idk about their numbers but IREN with their highest energy efficiency achieves 98% hardware profit margins HIVE at absolute minimum getting 90+% margins

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Do you know what seperates the two? PATH is $1.8 billion ARR in a hot industry with key partners.  POET has less revenue than a good lemonade stand in a college town.

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Wrong. IREN is a neocloud, with much higher margins and no partnerships needed! ARR is actually 1 billion+ from BTC mining plus 500M from the AI expansion which will soon be 1 to 1.5 billion+ into 2026 and much higher after that. Now compare the market caps again. It's all about power. You will see over the next few months as GPU purchases are announced and projects come online. Margins are poor on locked discounted partnerships by the way as compute values go up due to scarcity of land and power. Much more upside on IREN than NBIS or Coreweave. Your post proves my point, you are rating IREN as a "bitcoin miner" when it's actually an AI hyperscaler neocloud with exponential growth holding more power and land than Coreweave and Nebius. How much will IREN be when revenue guidance is projected at 3 billion+ for 2027? 100+ by January?

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No basis of reality?? Revenue: $362 million, a 14% increase year-over-year. Annual Recurring Revenue (ARR): $1.723 billion, an 11% increase year-over-year. Net new ARR was $31 million. Cash Position: $1.52 billion in cash. Debt: The company has achieved debt-free status. Working with, OpenAi, Nvidia, Microsoft, Google, Snowflake and a high percentage of other fortune 500s. Seems to be within reality to me

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I do not know if they reported yet, but Q2 was 30mm in new ARR, estimate for Q3 is 50mm. Buying any company like this is just a gamble it will evolve into a mainstream tool with a broad user base. The RPA capabilities have a lot of potential for cost savings at client sites, so sales should ramp as companies look to eliminate manual processes.

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Rapid GPU deployment and expansion, rapid rise in ARR in AI, analyst upgrades, rerate as an AI neo cloud and catch up to Coreweave and Nebius marketcap. Either Coreweave and Nebius collapse or IREN catches up to them in market cap. I'm waiting for December which is the peak seasonally. December 13 specifically. Could be 80, could be 100, could be 120.

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