Take a look $IREN (-7.53%) that looks (also because of the $BTC (-0.71%)) looks very tasty right now! Will there be good figures tomorrow and will we finally emerge from a deep valley 👻?
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23Review - my journey so far
Greetings dear community,
after about 6 months of investing I thought I would share my experiences here with newer investors like myself and to get opinions and experiences from the old hands.
My journey with investing started last year in December, I also registered on GetQuin relatively quickly as I had seen an advertisement for it. Like any complete beginner, instead of reading up, I just bought what I saw in a buddy's portfolio:
As you can see in my current overview, these shares are still in my portfolio - the background here is the "bear market" we have been experiencing since the beginning of the year. I didn't want to sell the shares at a loss and thought that the small positions I had invested in were no big deal.
However, the aim here is definitely to sort out thoroughly.
Thanks to the community here, I was able to learn a lot, read a lot of posts and also wrote one or two posts myself. As a result, I was able to build up a lot of knowledge and realized that I needed a solid strategy. 🧠
Quite quickly, I started to set up an ETF savings plan on the $IWDA (+0.53%) This is still running today and is part of my strategy. I have also made one or two individual investments in:
However, in contrast to my predecessors, I have been much more involved with both companies, and my investment horizon is also far into the future thanks to my young age. What's more, I bought the shares during the price slumps - which clearly paid off again on a day like today. 😎
My future strategy would be a core-satellite strategy, with the All-World as the core and an ETF in the emerging markets or Europe as a satellite. In addition, I would buy individual shares in proven stocks and a $BTC (-0.71%) savings plan, which is also simply left to run, as I also find the topic of crypto as such extremely exciting! 😅
Finally, I would like to thank all the regular "posters" who provide young investors like me with valuable market information, new stocks with exciting prospects and knowledge in areas such as trading or well thought-out strategies.
I can also appeal to beginners and would like to encourage you to post here, ask questions and don't let it get you down - I am also at the beginning of my career and yet I am confident, inquisitive and ready to get further into the subject after my training and really implement my strategy! 🚀
Have a nice evening and good luck in your investment career 📈
Actual All-in Cost Miners
$IREN (-7.53%)
$HUT
$HUT (-3.73%)
$CLSK (-3.46%)
$CORZ (-0.88%)
$BITF (-3.11%)
$HIVE (-3.51%)
$WULF (-5.12%)
$RIOT (-2.89%)
$MARA (-1.87%)
$BTDR (-1.98%)
$BTC (-0.71%)
Revenue growth in AI cloud services could be a harbinger of much larger AI data center deals.
$IREN (-7.53%) is fast becoming a force to be reckoned with in the data center industry. There are only a handful of developers with > 1 GW of secured power - let alone close to 3 GW!
Very exciting company and KBV Friday ≤ 1

IREN Update (for those who are interested) :
- The output of the operated data centers was increased from 510 MW to 660 MW
- Installed capacity increased from 31 EH/s to 35 EH/s
- Bitcoin mining expansion paused at 52 EH/s
- Focus on AI cloud and AI data center business
- Progressive workflows for debt financing
https://irisenergy.gcs-web.com/static-files/3ad81dcd-5043-433c-b68a-4d8e237b0f37
IREN Update (for those who are interested) :
- The output of the operated data centers was increased from 510 MW to 660 MW
- Installed capacity increased from 31 EH/s to 35 EH/s
- Bitcoin mining expansion paused at 52 EH/s
- Focus on AI cloud and AI data center business
- Progressive workflows for debt financing
https://irisenergy.gcs-web.com/static-files/3ad81dcd-5043-433c-b68a-4d8e237b0f37
IREN - Comparison of its competitors

Potential Irish - Bitcoin mining and AI-driven data centers
IREN operates in two sectors - Bitcoin mining and AI-driven data centers - both of which are complex and widely misunderstood. Many investors may not realize how difficult it is to build and scale data centers. You can't just buy a plot of land, build a facility and flip the switch. It requires obtaining permits, negotiating energy contracts and working with government regulators. There are quite a few reports on how much energy will be needed to power future data centers, and that's a significant challenge.
That makes $IREN (-7.53%) unique in my opinion and I don't think the market has fully recognized the value yet.
Anyway, very exciting ✌️

IREN just a Bitcoin miner or much more?
$NVDA (-1.39%) Nvidia CEO: "Every data center of the future will be power-limited. Your revenues will be power-limited."
The $6.50 price will look so favorable by the end of the year.
We have a P/B ratio close to 1 here
Wall Street sees this as a pure $BTC (-0.71%) miner and you should be aware of the volatility caused by Bitcoin. But the transformation into one of the most powerful players in the data center sector is really exciting and a deal with a hyperscaler is only a matter of time.
Data centers, AI, alternative energies, real estate in promising locations, all future trends.
- 600MW power secured for SW 2
- > 500 acres ~28 miles from 1.4GW SW 1 & ~39 miles from Abilene
- 2.75GW total power now secured in West Texas
- Scale, time-to-power, fiber connectivity and low latency strongly position $IREN (-7.53%) sites for growing data center demand
(@IREN_LTD from x)
Who else has been looking at the company and how do you see the prospects?
(dilution of shares etc. I am aware of everything, but a price I am willing to pay for growth)


Let's see what happens...
I'm definitely convinced by the company and hope the market will soon get a taste for $IREN and I might be able to get something out of the position 😅
Iris Energy
No defense industry but invested in renewable energy.
IREN just a Bitcoin miner or much more?
$NVDA (-1.39%) Nvidia CEO: "Every data center of the future will be power-limited. Your revenues will be power-limited."
The $6.50 price will look so favorable by the end of the year.
We have a P/B ratio close to 1 here
Wall Street sees this as a pure $BTC (-0.71%) miner and you should be aware of the volatility caused by Bitcoin. But the transformation into one of the most powerful players in the data center sector is really exciting and a deal with a hyperscaler is only a matter of time.
Data centers, AI, alternative energies, real estate in promising locations, all future trends.
- 600MW power secured for SW 2
- > 500 acres ~28 miles from 1.4GW SW 1 & ~39 miles from Abilene
- 2.75GW total power now secured in West Texas
- Scale, time-to-power, fiber connectivity and low latency strongly position $IREN (-7.53%) sites for growing data center demand
(@IREN_LTD from x)
Who else has been looking at the company and how do you see the prospects?
(dilution of shares etc. I am aware of everything, but a price I am willing to pay for growth)


Q2 Iris Energy
Positive
- Record Bitcoin mining revenue of USD 113.5 million, an increase of 129% compared to the previous quarter
- Net profit of USD 18.9 million compared to a loss in the previous quarter
- Operating cash flow of USD 53.7 million
- 39% reduction in electricity costs per Bitcoin from $35,359 to $21,418
- 75% hardware profit margin in January 2025
Negative
- Revenue from AI cloud services fell from USD 3.2 million to USD 2.7 million quarter-on-quarter
- Other costs increased from USD 21.4 million to USD 25.1 million quarter-on-quarter
- Reduction in the planned hashrate expansion from 57 EH/s to 52 EH/s
Hold or take profit?
$IREN (-7.53%) is going up well right now, got in at €10... what do you think is still possible 🧐?
Currently also have good reports.