Taking some profits on $NBIS and rotating into $IREN. I still love NBIS, but I think IREN has more room to run from here. CoreWeave’s latest earnings showed just how strong AI compute demand is, and I think that’s a great read-through for IREN heading into earnings. (Reuters) The $MSFT deal is already massive, but honestly I think that could just be the beginning. I’m expecting IREN to crush earnings and continue proving that they’re becoming a serious AI infrastructure player. Taking profits ≠losing conviction. Just moving where I see more upside. 🚀
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12 Comments
Matt @tissuet · 9d
That's a mistake
Jun @junequity · 9d
Better to have both, might as well also get some $CRWV too.
Bennett @idiotinvestments · 9d
Great idea shifting the money to IREN is not a bad play I’ve been looking at buying in myself. The only thing is the taxes on those profits will be worse unless it’s in a Roth or whatever the Canadian version is I forget. I can’t speak for you but switching to a stock with more upside doesn’t mean the stocks bad I just am trying to grow my money I can play with quickly and my current stock might not have enough upside anymore. Doesn’t mean it’s a bad company or a bad trade to keep.
alejandro @a1ejandr0 · 9d
Fuck up
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