Nebius is a disrupting company. Hold until Q4 of this year. Trim at the end of the Year. Explosive impulse needs a pull back...
If you want to buy, enter with a first trance, and then add when the price pull back.
I think it is a great win for the long term (3-7 years)

•

BamBamInvest

@BamBamInvest

1Mon·

Top 100 Public Bitcoin Treasury Companies and 72 Etherum Holding > 100 ETH

$BTC (+0.83%)
$ETH (+2.28%)

For those who are interested:

https://bitcointreasuries.net/

Entities holding >100 ETH in their treasury:

https://strategicethreserve.xyz/

$BMNR (+1.56%)
$SBET (+2.36%)
$MSTR (+1.51%)
$SWC
$3350 (+5.49%)
$CLSK (+2.36%)
COIN (+1.32%)
$MARA (+1.92%)
$RIOT (+0.68%)
$BTBT
$ETHM (-16.24%)
$CORZ (+1.31%)
$BTDR (+1.31%)
$GLXY (+2.94%)
$CIFR (+2.55%)
$IREN (+1.24%)
$DJT (+0.28%)

+ 3

19 Comments

SathosiRuffy@SathosiRuffy

1Mon

Very cool overview 🙏🏼 I am always surprised that BigTech, which is sitting on huge cash reserves, does not also invest in BTC.

•

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Meneer V.

@Meneervermogen

3Mon·

Mr. Ability

Completely closed 2 stock positions today.

$CLSK (+2.36%) and ?

#etfs
#dividends
#aandelen
#crypto

https://youtu.be/fmzv8fklbW8?si=JIm6gQkY0b3T2iU9

www.youtube.comRoad To 100K: Mijn complete beleggings portfolio. Houden, Bijkopen of Verkopen?

BamBamInvest

@BamBamInvest

3Mon·

From Bitcoin miner to AI/HPC data center company

$IREN (+1.24%)

A large part of the investment thesis of $IREN (+1.24%) is linked to the company's ambitious expansion into the fast-growing AI/HPC sector.

While $IREN (+1.24%) Bitcoin mining yields remain exceptional, performance in this segment is heavily influenced by factors outside of the company's control - namely price, network difficulty and ASIC prices. $BTC (+0.83%) -price, network difficulty and ASIC prices.

Today's demand for AI computing power is only a fraction of what will be needed.

The reasons are:

- AI switches from text to real-time video, 3D and full scene understanding

- AI co-pilots integrated into every productivity and development tool

- Autonomous robots, vehicles and smart factories

- AI-generated content on a large scale: ads, movies, virtual worlds

- Constant retraining of boundary models, 100 times more computationally intensive

Access to AI computing power and related infrastructure will be critical for major tech companies to defend and grow their multi-billion dollar valuations. These players are outbidding each other, not only to secure capacity, but also to prevent others from obtaining it. Whoever controls the most computing power capacity and supporting infrastructure will gain a massive advantage over the other.

We have already seen this in the race for $NVDA (+0.46%) chips, the biggest bottleneck in the AI value chain today. But this bottleneck is shifting as computing capacity becomes increasingly constrained by access to AI-optimized energy infrastructure.

And here, in my opinion $IREN (+1.24%) that has more than 3 GW of AI-optimized infrastructure will benefit. It takes time to build, contracts for infrastructure and power connection contracts are becoming more difficult, and the land and locations required are becoming more expensive, $IREN (+1.24%) has recognized this early on.

Increase in hash rate since 2023:

$IREN (+1.24%) available today with $IREN (+1.24%) AI Cloud has $NVDA (+0.46%) H100 and H200 GPU clusters.

These clusters are powered 100% by renewable energy.

$MARA (+1.92%)
$CLSK (+2.36%)
$BTC (+0.83%)
$MSTR (+1.51%)
$RIOT (+0.68%)
$CRWV (+0.64%)
$META (+1%)
$AMZN (+0.3%)
$GOOGL (+0.17%)
$NVDA (+0.46%)
$MSFT (+0.21%)
$WULF (+1.33%)
$CIFR (+2.55%)
$CORZ (+1.31%)
$BTDR (+1.31%)

43 Comments

Michey777@Michey777

3Mon

I've been in it for a long time and am also well up. However, I still see a lot of potential and a high Bitcoin price will further accelerate growth in the AI sector.

•

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BamBamInvest

@BamBamInvest

3Mon·

Top Public Bitcoin Treasury Companies

$3350 (+5.49%)
$MSTR (+1.51%)
$BTC (+0.83%)
$TSLA (+0.93%)
$MARA (+1.92%)
$BLOCK (+1.42%)
$HUT (+1.12%)
$CLSK (+2.36%)
$RIOT (+0.68%)
$COIN (+1.32%)
$DAPP (+1.23%)

Following the purchase of 1,234 additional BTC, the Japanese company now holds $3350 (+5.49%) now holds 12,345 Bitcoins, overtaking Tesla's 11,509 BTC. This makes the company the seventh largest corporate holder. The company plans to reach 210,000 BTC by 2027. $BTC (+0.83%) by 2027. $MSTR (+1.51%) continues to lead with 592,345 BTC.

7 Comments

ThemenmitKopf@topicswithhead

3Mon

I really don't like the fact that Strategy has so many. The company is now simply a risk for the price.

•

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Meneer V.

@Meneervermogen

4Mon·

Bitcoin Miners

Why you are always dumping😂

$RIOT (+0.68%)
$CLSK (+2.36%)
$HUT (+1.12%)
$MARA (+1.92%)

#investeren
#bitcoin
#crypto
#stocks
#aandelen
#miners
#meneervermogen

1 Comment

Maximilian@Max095

3Mon

Mara mein Favorit 🚀

•

Aktien Stammtisch

@Aktien_Stammtisch

4Mon·

CleanSpark, Inc. reported earnings Q2 FY2025 results ended on Mar 31, 2025

$CLSK (+2.36%)

- Revenue: $181.7M, +62.5% YoY

- Net loss: ($138.8M) vs $126.7M in Q2 2024

- Bitcoin production: 1,957, +24% YoY

CEO Zach Bradford: "CleanSpark has doubled down on being the only remaining pure-play, public bitcoin miner."

CFO Gary Vecchiarelli: "We maintain one of the most efficient cost structures in the industry."

🌱Revenue & Growth

- Bitcoin mining revenue: $181.7M, +62.5% YoY

- Average revenue per bitcoin: $92,811, +38% YoY

- Operational hashrate: 45 EH/s, +165% YoY

💰Profits & Health

- Gross margin: 53%, vs 69% in Q2 2024

- Adjusted EBITDA: ($57.8M) vs $181.8M in Q2 2024

- Working capital: $838.2M, +124% YoY

- Total assets: $2.7B, +75% YoY

- Total stockholders’ equity: $1.9B, +123% YoY

📌Business Highlights

- Expanded revolving line with Coinbase

- Progress in Digital Asset Management group

- Maintained low all-in energy cost: $36,200 per bitcoin

- Acquired GRIID Infrastructure Inc.

- Fleet efficiency improved to 16.15 J/Th

🔮Future Outlook

- Target 50 EH/s by Jun 30, 2025

- Expand operations in Wyoming, Tennessee, Georgia

- Optimize bitcoin treasury for non-dilutive financing

- Focus on scale, capital efficiency, stockholder value

Meneer V.

@Meneervermogen

5Mon·

Bitcoin miners

I’m disappointed in the bitcoin miners. They have underperformed. They were supposed to act as a leverage play on bitcoin, but that hasn’t happened over the past year.

I’m planning to sell them and move the money into dividend stocks instead.

I already have a large crypto position, so I can afford to let go of the miners.

$RIOT (+0.68%)
$MARA (+1.92%)
$CLSK (+2.36%)
$HUT (+1.12%)

#investeren
#beleggen
#crypto
#aandelen
#stocks
#bitcoin

youtube channel Meneer Vermogen

5 Comments

lookingforinformation@lookingforinformation

5Mon

you should definitively hold them for some more months!

•

Show answer

BamBamInvest

@BamBamInvest

5Mon·

Actual All-in Cost Miners

$IREN (+1.24%)
$HUT
$HUT (+1.12%)
$CLSK (+2.36%)
$CORZ (+1.31%)
$BITF (+2.29%)
$HIVE (-0.28%)
$WULF (+1.33%)
$RIOT (+0.68%)
$MARA (+1.92%)
$BTDR (+1.31%)
$BTC (+0.83%)

$IREN (+1.24%) 🚀

Revenue growth in AI cloud services could be a harbinger of much larger AI data center deals.

$IREN (+1.24%) 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