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1,721I'm curious how you deal with multibaggers? Do you have a strategy, e.g. to sell a certain part at 2x or 3x?
I haven't had this "problem" that often so far, but now the cases are piling up.
Some of them are clear cases where I have already sold 50% after 3x because they are hype stocks ($QBTS (+11.93%) , $RGTI ) ... but partly also longterm investments like $NVDA (-0.8%) , $PLTR (-6.93%)
For fun, I took a textbook (risk/return) approach with an efficient frontier analysis. This would make you buy these stocks
$AMZN (-1.27%)
$AAPL (-0.07%)
$MSFT (-0.15%)
$GOOGL (-0.67%)
$ORCL (-1.41%) and $NVDA (-0.8%)
Do not buy the following shares:
$TSLA (-2.01%)
$NFLX (-1.05%)
$UBER (-0.29%) and with $META (-2.33%) you can argue!
I also think conservative approaches are good to strengthen his thesis - I have Amazon, Alphabet and Nvidia in my portfolio :)
$IREN (+7.59%) started earlier than its competitors. The potential is incredible in the truest sense of the word.
"We own the entire stack - land, electricity, substations, data centers and computers. We don't lease anything. This means lower costs, higher performance and long-term reliability. Currently, GPUs consume less than 2% of our total energy portfolio."
CEO & Founder Daniel Roberts
$IREN (+7.59%) Vertical DC integration
What does the vertical integration of data centers mean for $IREN (+7.59%) ? We take a look at this article from DataXConnect: " $NBIS (+2.8%) will be a DataOne tenant for the next 10 years" (1). $NBIS (+2.8%) provides the designs for the construction by DataOne. DataOne owns power, land, substations, transmission infrastructure, backup power generation and facility operations!
$NBIS (+2.8%) pays colocation to DataOne! The 3.7 billion that Google/Fluidstack $WULF (+2.07%) pays for 200 MW (2)? The 3 billion that Google/Fluidstack pays $CIFR (+5.78%) pays for 168 MW (3)?
$NBIS (+2.8%) DataOne is paying around 5.45 billion for their 300 MW. It is probably more, as DataOne has significantly more influence than $WULF (+2.07%) / $CIFR (+5.78%) as DataOne/BSO operates 240 data centers worldwide; for comparison: $EQIX (+1.24%) (75 billion mcap) has 270 data centers. In addition, DataOne has additional capital expenditures for gas turbines behind the meter and will likely pass at least some of the costs on to $NBIS (+2.8%) pass on. For $IREN (+7.59%) which has already paid most of these costs at lower prices, this is largely pure margin!
From the Neoclouds $ORCL (-1.41%) , $CRWV (-2.77%) , $NBIS (+2.8%) , $IREN (+7.59%) . Is $IREN (+7.59%) the only ones who own their own land, power, data centers and electrical infrastructure! $CRWV (-2.77%) was lucky and signed a contract with $CORZ (-2.28%) when $CORZ (-2.28%) was on the verge of bankruptcy. He also secured $ORCL (-1.41%) Crusoe's electricity when Crusoe failed at Bitcoin mining. $CRWV (-2.77%) at least recognizes the weakness and tries to $CORZ (-2.28%) to buy up.
$CIFR (+5.78%)
$CRWV (-2.77%)
$NBIS (+2.8%)
$GOOGL (-0.67%)
$GOOG (-0.5%)
$MSFT (-0.15%)
$META (-2.33%)
$ORCL (-1.41%)
$NVDA (-0.8%)
$WULF (+2.07%)
IREN Limited, formerly Iris Energy Limited, is an Australian-based company that owns and operates data centers powered by 100% renewable energy. Its facilities are optimized for Bitcoin mining, artificial intelligence (AI) cloud services and other power-intensive computing. The mining data centers are located in Canal Flats, Mackenzie, Prince George and Childress. Bitcoin Mining provides security for the Bitcoin network. Al Cloud Services provides cloud compute for Al customers, 1,896 NVIDIA H100 and H200 GPUs. The Canal Flats facility is located in the Canadian Rocky Mountains, 100 kilometers (km) from Cranbrook Regional Airport and 500 km east of Vancouver. Its facility is located in Prince George, the city in northern British Columbia, 500 km north of Vancouver. The facility is located in Childress County, Texas, more than 250 miles northwest of Dallas and in close proximity to several wind and solar power plants in the region. The company operates 200 MW of data centers in Childress.
I have put together a few interesting graphics here and I would be interested in your opinion of the company.
@stefan_21
@Testo-Investor Have you already dealt with the miners, what do you think of $IREN (+7.59%) ? I would be interested to know ✌️
All- In Cash Cost per $BTC (+0.8%) :
$IREN (+7.59%) Record-breaking growth in hash rate
In the year 2024 $IREN (+7.59%) set a new industry record for the fastest growth in operating hash rate (EH/s) in a single year among the $BTC (+0.8%) -miners, surpassing 400%.
$IREN (+7.59%) also held the previous single-year growth record of 350% in 2023.
Graphic: @Agrippa_Inv from 𝕏
According to VanEck, switching from BTC mining to an AI data center of just 20% for $IREN would be worth a capitalization of $6,571,000,000.
Despite $BTC (+0.8%) halving , $IREN achieved an impressive annual production growth of 55% - the highest growth rate among all public $BTC miners in 2024.
Graphic: @Agrippa_Inv from 𝕏
$CORZ (-2.28%) , $MARA (-0.06%) , $RIOT (+1.28%) , $BITF (+1.8%) , $CIFR (+5.78%) , $CLSK (+4.7%) , $WULF (+2.07%) ,
+ 2
Annual targets achieved in one month. Individual shares such as $IREN (+7.59%)
$ASTS (+2.22%)
$PNG (+2.81%)
$TTR1 (+6.6%)
$IPX (+3.49%) ...
and warrants on $HAG (+2.14%)
$ENR (-2.17%)
$NVDA (-0.8%) have done the rest.
I have therefore already exceeded the annual target of around 25% with the growth strategy in the second month 📈👍
My best month on the stock market so far and I see this month as at least a small confirmation of my reallocation...
I'm really super happy with such a performance 🌟
@Multibagger you must have made a good double-digit performance this month too, right? 😁 @BamBamInvest and @Tenbagger2024 you are of course invited to put your cards on the table again 😜
I’ve been investing for a month now and these are the stocks down on my portfolio. Since I started investing $GOOGL (-0.67%) stock has dragged my portfolio but $NVDA (-0.8%) and $PLTR (-6.93%) has been covering up for it. I understand these stocks are volatile but I’d still like to know. Is this okay for balancing for long term?
According to some wisdom, September is a difficult month on the stock market. After a really weak August, I am pleased that September ended with a quasi ATH for $NVDA (-0.8%) and almost ATH for my portfolio.
Let's see what happens between now and the end of the year. It would be nice if there was some better news again, especially with regard to the wars in Ukraine and the Middle East.
Happy October everyone!
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