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Iris Energy Ltd

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About Iris Energy Ltd

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DVLT OPEN IREN CIPHER SMCI
As well as CRWV, IREN
on the one hand watching btc crash is funny.  otoh i got a lot tied up in iren and nbis and a little in bitf 
$NBIS $IREN $CRWV $CIFR A chart of GPU as a Service (GPUaaS) demand for next 10 years - Panic sell all your stonks now 😂😂😂 https://preview.redd.it/gtqdeilgfn1g1.jpeg?width=1290&format=pjpg&auto=webp&s=6e1c93dd45565204006e09aae19567234b2ce663
do you think families earning under $100k are regarded enough to pump $IREN for me? I’m hoping they aren’t so regarded they buy buttcorn
i really want to drop my haemorrhaging $VIX calls but with trump giving sloppy toppy to bubba and the AI bubble chat, I feel like this week coming isn’t even a pump for sure. My port is just $VIX calls countering my $IREN gains lol
MAG7 seem the most attractive (and companies they need to do the work like $IREN and $ORACLE) hyper scalers will succeed with MAG7 backing. But yeah, MAG7 companies have products to sell/services to provide which generate revenue alongside the build out. EDIT: $NBIS is also attractive as a neocloud with backing.
My port are mostly NBIS and stuff like IREN so you know it's a bloodshed
Data centre stocks don't make sense. Say a hyper scaler pays them 10b. They do it to remove the risk of gpu or ai doom. The margins the iren,nbis etc make is like 10% which is horrible.
No man. Iren, nbis already had other deals. Google builds own and runs own data because of its TPU. Doesn't need to rely or interact with other smaller companies unless energy needs. Google is solo BEAST
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