And now into $NVDA (-4.3%)
$META (-3.9%) and $BTC (-4.27%)
Discussion about BTC
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3,163
5H·
IREN 🚀
- Graphics from Bernstein
Analysts at research and brokerage firm Bernstein said Bitcoin miners are becoming the unexpected winners of the artificial intelligence infrastructure boom thanks to their access to pre-secured, high-density power capacity.
In a new report on Friday, analysts led by Gautam Chhugani argued that this power advantage makes miners key partners for AI cloud providers facing long connection delays and increasing network congestion. Bernstein named the leading listed Bitcoin miner by market capitalization IREN as its top recommendation, rated the stock as "outperform" and reiterated its recently raised price target of USD 75.
The report points out that Bitcoin miners have collectively secured access to more than 14 gigawatts of grid-connected power - much of it in regions with surplus renewable energy. This infrastructure could reduce the time it takes to deploy AI data centers by up to 75%, according to the analysts. This gives miners an edge over greenfield developers who face multi-year queues to connect to the grid. "Access to the power grid has become a very scarce resource in the US," the analysts write, emphasizing that miners are now attractive strategic partners for hyperscalers and AI infrastructure providers due to their early expansion.
$IREN (-9.66%) The company controls around 3 gigawatts of operational and in-development power capacity in North America alone and has been the fastest to capitalize on the opportunity, according to analysts. The company has also acquired more than 23,300 GPUs - including the latest Blackwell models from $NVDA (-4.3%) - and expects its AI cloud business to exceed $500 million in annual revenue by the first quarter of 2026. The upcoming 50-megawatt liquid-cooled data center from $IREN (-9.66%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (-6.29%)
$BTC (-4.27%)
$BTBT
$BITF (-1.26%)
$CLSK (-6.98%)
8H·
BTC in about an hour?
$BTC (-4.27%) : Does anyone else see the bull flag in the chart? As a beginner I am quite unsure.
11H·
📊 Market Update (October 10, 2025)
🇺🇸 USA
$SPX500 — Opening in a slight decline, pulling back from all-time highs due to profit-taking.
$DJ30 — Generalized weakness, with cyclical and financial sectors weighing on the index.
💻 Tech Snapshot
$NVDA (-4.3%) — Remains in positive territory, driven by the AI narrative.
$AVGO (-5.86%) — In a slight downturn, the semiconductor sector is mixed.
$AMZN (-4.74%) — Stable, as investors await clearer signals on cloud growth.
$META (-3.9%) — Net increase, supported by positive sentiment regarding advertising spending. $MSFT (-2.27%) — In moderate decline, affected by the general market weakness.
$SHOP (-8.54%) — Falling, giving up some of the recent gains.
$QBTS (-6.8%) — Registers a major spike, benefiting from renewed focus on quantum computing.
🇪🇺 Europe
STOXX 600 — Registers a sharp setback, weighed down by luxury car and banking stocks.
GER40 futures — Moves in slight contraction, awaiting economic data from Germany.
🏦 European & Italian Banks
$UCG (-1.95%) — Decisive drop, in line with the strong pressure on the sector.
$ISP (-1.85%) — Moves into the negative, limited by yield volatility.
$BAMI (-2.67%)
$CE (-0.52%) , $BPE (-3.13%) — Weak tone for Italian mid-cap banks.
$BBVA (-2.98%) — Under pressure, due to its international exposures.
🌏 Asia
$JPN225 — Slight upward push, with the Yen remaining stable.
$KOSPI — Progressing, thanks to the strength of the technology sector.
$HK50 — Sharp decline, due to sales in Chinese tech stocks.
$BABA (-9.61%) — Under strong pressure, reflecting ongoing regulatory uncertainty and growth concerns.
$CHINA50 — Stable, balanced between government support and weak data.
💱 Forex
$EURUSD — Moves in slight contraction, with the Dollar recovering.
$GBPUSD — Flat, awaiting the BoE's next move.
$USDJPY — Stable, as investors assess the yield differential.
$DXY — Recovering, showing a cautious return to strength.
🥇 Gold
$GLD (+0.51%) — In solid increase, gold continues to attract safe-haven investment flows, maintaining high levels.
🛢 Oil
$BRENT — Falling, due to signs of slowing global demand.
$WTI — Losing ground, affected by recent increases in US inventories.
💰 Crypto
$BTC (-4.27%) — Slight pullback, in a phase of technical consolidation.
$ETH (-8.2%) — Following Bitcoin, showing a cautious tone. The sector remains awaiting new catalysts.
🚀 Insight: $ASTS (-5.35%) (AST SpaceMobile) - The Analysis
$ASTS is an innovative satellite telecommunications company with an ambitious mission: to create the first global cellular broadband network in space, capable of connecting directly with standard mobile phones.
Why is it interesting?
Disruptive Technology: The company aims to eliminate global "shadow zones" without requiring additional user hardware. The implementation of the BlueBird network represents a potential game changer for the wireless industry.
Strategic Partnerships: Agreements with top-tier operators, such as Vodafone and Rakuten, validate its market potential.
Market Performance: The stock has recently shown ** strong upward momentum**, with significant year-on-year growth.
Analyst Sentiment (TipRanks & eToro)
The general sentiment is one of cautious optimism with a "Moderate Buy" recommendation.
- Target Price: The 12-month target is considered high (around $53 $), although the current price ($86 $) exceeds the average projection, reflecting the enormous potential of the technology.
- Technical Analysis: In the medium term, the stock is in an upward trend channel. The high RSI indicates strong optimism, but suggests the stock may be technically "overbought" in the very short term, making a brief correction possible.
In summary, $ASTS is a high-risk/high-reward
growth stock, driven by space-to-cell technology and supported by solid partnerships.
PS: The strong run of $ASTS has attracted attention. I am considering entering a position at more attractive support levels (around $60 $ in case of a correction) to capitalize on the long-term trend in satellite connectivity.
⚠️ Disclaimer: Past performance is not indicative of future results. Investing involves risks, including the loss of capital.
22
19H·
🚀 Crypto is the Future 🚀
The future of money is digital, and it’s not a matter of if but when.
$NVDA (-4.3%)
$RACE (-3.91%)
$BTC (-4.27%)
The world is changing, and cryptocurrency is leading the way. The decentralized future is already here, and it’s time to embrace it.
Believe in the technology. Believe in the revolution. We’re just getting started. 💡
1D·
IREN has completed one of the cleanest financings 🚀
- Convertible bonds worth USD 1 billion maturing in 2031
- Conversion rate: USD 85.62
- Capped calls up to USD 120 = no dilution up to USD 120/share
- Adds only ~11.7 million shares ( ≈ 4%) upon full conversion
- All proceeds will go towards GPU and AI data center expansion
You basically raised a billion dollars with almost no dilution. 👌
2D·
IREN kündigt geplantes Angebot von Wandelanleihen an.
- Offering: IREN plans a private offering of $875 million in convertible senior notes due 2031, with an option for an additional $125 million, totaling up to $1.0 billion. The offering is limited to qualified institutional buyers under Rule 144A of the Securities Act.
- Terms: Senior unsecured notes, maturing July 1, 2031, with semiannual interest. Convertible into cash, shares, or both. Callable from January 8, 2029 if the share price exceeds 130% of the conversion price. Holders can require repurchase upon a fundamental change. Rates and conversion terms to be set at pricing.
- Use of Proceeds: To fund capped call transactions and for general corporate purposes and working capital. Additional proceeds, if the option is exercised, will fund more capped calls.
- Capped Calls: Designed to limit dilution and/or offset cash payments above principal, up to a cap price. Initially cash-settled until shareholder approval allows share repurchases. Counterparty hedging may impact IREN’s share and note prices around key dates.
- Legal: The notes and any conversion shares are unregistered and may be sold only under exemptions. This release is not an offer or solicitation where such actions are unlawful.
1D·
Luxembourg has invested 1% in Bitcoin with its sovereign wealth fund!
This makes us the first sovereign wealth fund in the eurozone to invest in $BTC (-4.27%) has invested in👏
www.coindesk.comLuxemburg beansprucht als erste Eurozonen-Nation das Prestige, in Bitcoin zu investieren
2929
8 Comments
Luxembourg invests 1% in Bitcoin and we even have to pay tax on returnable bottles 💀
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1D·
Thinking of starting with NVIDIA and Google, what do you think?
Hey everyone 👋
I’ve been investing regularly in ETFs (S&P 500 $VUAG (-3.04%)
and All-World $VWCE (-3.06%)) and Bitcoin $BTC (-4.27%), all for different goals but all for long-term.
I’m now considering allocating a small part of my portfolio into individual stocks, mainly to try and capture some short- to mid-term gains.
My initial idea is to start with:
- 2 shares of NVIDIA $NVDA (-4.3%)
- 1 share of Google (Alphabet) $GOOGL (-2.41%)
The total investment would be around €500, and I’d like to keep a balanced, non-speculative approach, but still benefit from the momentum around AI-related companies.
👉 What do you think?
- Does this combo make sense as a first step into individual stocks?
- Would you diversify more (e.g. include Microsoft, AMD, etc.) or keep it focused on a few strong names?
- Any thoughts on the current timing to enter these positions?
Really appreciate any opinions or personal experiences 🙏
1D·
From 11k to 50k in 2.5 years - my plan, what do you think?
I recently started my training as a civil servant and receive €1,400 net. I also receive a half-orphan's pension of €540. As I hardly have any fixed costs (only fuel, food and MMA training), I end up with almost all of my income left over to invest.
🧭 My plan: I have a savings plan for €1,400 on the 2nd of every month. I'm also thinking about putting €200 a month into derivatives - not as my main investment, but as "play money" to take any profits and then shift them into ETFs or BTCs.
Current portfolio & strategy (approx. €11,400):
Core S&P 500 ETF ( 30%)
$CSPX (-3.06%) (target 30% of the portfolio)
→ This is my core component in the portfolio. I deliberately only want to hold approx. 30% core because I'm prepared to take more risk as I get older.
Bitcoin
$BTC (-4.27%) (also target 30%)
→ I still need to buy more, but it should have the same weighting as my core.
Nu Holdings
$NU (-3.67%) 10%
→ I see this as a future stock with a lot of potential.
PayPal $PYPL (-7.78%) 10%
→ I plan to use it as a turnaround investment. However, no further savings plan, as I want to wait and see how the value develops.
Ondas Holdings
$ONDS (-11.14%) 5-10%
→ I would describe this as my momentum share - the plan here is to cash in when profits are good.
Kaspa (crypto) $KAS (-3.84%) 5%
→ Fun project, but also with a long-term perspective.
Canopy Growth $WEED (-17.2%)
→ I think I will hold in the medium term.
🚀Target:
In 2.5 years (I'll be 21 then) I'd like to crack the €50,000 mark.
In purely mathematical terms:
- Starting capital: € 11,400
- Monthly income: €1,940 (€1,400 + 540)
- Fixed costs: approx. 400 €
- Investment amount: € 1,600 per month (€ 1,400 savings plan + € 200 derivatives)
- In 30 months: € 48,000 deposits + starting capital → € 59,400 (without return).
So with a little return, the €50k target should be absolutely realistic. 🚀
What do you think about my setup?
👉 Which 2 additional stocks would you recommend for the savings plan (besides S&P500 & BTC)?
👉 How do you see the €200 in derivatives as a "play money" strategy?
15Positions
€11,389.32
4.21%
2D·
Lottominer - the next 5 TH/s for the network
The time has finally come. Yesterday I was also able to put my long-awaited NerdQaxe++ into operation and thus make my contribution to a more diversified and robust $BTC (-4.27%) -network.
Ordered from solomining.de, I get support made in Germany, top components and an OS setting that has already been tried and tested and balanced for performance and efficiency.
We are all well aware that the whole thing is more fun and a hobby :)
The hashrate is between 4.8 and 5.5 TH/s, with 75W power consumption I expect monthly costs of around 16-17 euros.
I have already adjusted the installment payment 😅
Now it's time to check the ledger every 10 minutes 😅🤪 or stare at the display constantly 🙃
