Iris Energy
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4 months 🚀"Tenbagger of the future" 🚀 - Kraken Robotics speeds away 🐙🏎️💨
In the last month $PNG (-7,68 %) further, while $IREN (-7,47 %) slowly recovered. The problem child remains $SOFI (-3,39 %)
The US attack on Iran, which violates international law, has not yet had any negative impact on values.
Let's take a look together at the current status of the project Tenbagger der Zukunft together:
As a reminder, the project started with around €2,500, which was divided almost equally between the five securities in the portfolio.
$HIMS (+1,23 %) was sold at a loss of almost exactly 50%. For the new value$ONDS (-7,98 %) was topped up again to €500 - in the end, 64 shares ended up in the Tenbagger portfolio.
Below are the five values of the project selected by you and their development to date since 12.11.2025:
- Kraken Robotics +83% 📈 $PNG (-7,68 %)
- In the last 30 days: +36% 📈
- Rocket Lab +46% 📈 $RKLB (-7,17 %)
- In the last 30 days: +13% 📈
- Ondas Holdings +28% 📈 $ONDS (-7,98 %)
- In the last 30 days: +16% 📈
- Iris Energy -21% 📉 $IREN (-7,47 %)
- In the last 30 days: +10% 📈
- SoFi Technologies -45% 📉 $SOFI (-3,39 %)
- In the last 30 days: -8% 📉
Since inception:
Last 30 days:
This month $PNG (-7,68 %) further extend its lead.
$SOFI (-3,39 %) is once again in the red.
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The beta value is: 1.84 (no change)
The beta value (β) of a share measures its performance
Marktvolatilität compared to the overall market: a beta of 1 means the share moves in sync with the market; a beta > 1 means it fluctuates more (e.g. at 1.5 it rises or falls by 1.5 % if the market rises/falls by 1 %); a beta < 1 shows less fluctuation, while a beta < 0 indicates an opposite movement to the market. It helps investors to assess the systematic risk (market risk) of a share.
_________________________
Due to the sometimes high volatility, the stocks are represented as follows
Kraken Robotics: 31%
Rocket Lab: 25%
Ondas Holdings: 22%
Iris Energy: 13%
SoFi Technologies: 9%
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Return on investment:
Since the start of the project:
The return on the portfolio is (with taking into account the loss of $HIMS ) is currently positive and stands at +7,8% 📈, at the last update it was still at-7,5%📉.
The yield reached its lowest point on 21.11. at -17,7% 📉, the high on 16.01. with +23,7% 📈.
Since the beginning of the year (with taking into account the loss of $HIMS ):
+9,3% 📈
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Below is the trend over the last three months:
Feel free to share your thoughts! :)
+ 1
🚀"Tenbagger of the future" 🚀 - Future update interval ⏱️
Dear Community,
In mid-November we launched the Tenbagger der Zukunft community project. Since then, there have been weekly updates. Shortly after the start, I asked you about the desired update interval and the majority of you were in favor of weekly updates.
This made perfect sense for the first few months.
However, I have now decided to change the interval to monthly monthly.
Instead, I want to focus more on company ideas and work on Deep Dive in this regard.
In future, the updates will therefore always take place around the middle of each month.
Thank you for your feedback and support so far. 💪🏼
Ps: The project consists of $RKLB (-7,17 %)
$SOFI (-3,39 %)
$ONDS (-7,98 %)
$PNG (-7,68 %) and $IREN (-7,47 %)
Irish after yesterday's news!
Despite yesterday's further dilution, analysts at least seem positive about the future of $IREN (-7,47 %)
H.C. Wainwright has left the rating for IREN Ltd (NASDAQ: IREN) to 'buy'. The price target is $80,000
Prior to this rating 11 analyst(s) rated IREN Ltd as 'Buy' and 2 as 'Hold'. There was 1 Sell recommendation.
Analyst consensus estimates and price targets for IREN Ltd can be found at hier. For more news on IREN Ltd hier.
The share price of IREN Ltd ended the official trading session at a closing price of $43.84. The stock's performance was minus -2.450% in the last month and plus 475.330% in the last 12 months.
According to Investing Pro the Fair Value of IREN Ltd is $25.573. This corresponds to a downside risk of 71.430%. InvestingPro rates the uncertainty surrounding IREN Ltd's fair value as "high".
IREN erweitert GPU-Flotte um +50% 🚀
IREN Expands AI Cloud Capacity to 150,000 GPUs
NEW YORK, March 04, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has entered into purchase agreements for over 50,000 NVIDIA B300 GPUs that will expand its total fleet to 150,000 GPUs.
Time-to-compute is an increasingly important factor in today’s AI cloud market. Early procurement enables IREN to bring cloud capacity online with greater speed and certainty, ensuring deployment timelines remain on track as customer agreements progress.
IREN expects to deploy the additional GPUs in phases through H2 2026 across its existing air-cooled data centers in Mackenzie, British Columbia and Childress, Texas. The 150,000 GPU fleet is expected to support AI Cloud annualized run-rate revenue of over $3.7bn by the end of 2026.1 Existing data centers at Canal Flats and Childress provide capacity to support additional GPUs over time.
IREN has secured $9.3bn of funding in the past eight months across customer prepayments, convertible notes, GPU leasing and GPU financing. The Company expects to leverage these and other capital sources to finance approximately $3.5bn of additional capex for these orders expected in H2 2026 (including GPUs, servers, storage, networking, labor and ancillary equipment). Payment terms are structured on a post-shipment basis, enhancing working capital efficiency. Hardware procurement will continue to be sequenced in line with commercial milestones and capital availability. IREN remains focused on maintaining a disciplined capital structure as it scales.
Separately, IREN has also established an at-the-market equity program as part of its broader capital management framework. The program is intended to complement existing and new funding sources.
Daniel Roberts, Co-Founder and Co-CEO of IREN, commented:
“Scaling to 150,000 GPUs positions IREN among the largest AI cloud infrastructure providers globally and underscores the strength of our vertically integrated platform. In a supply-constrained environment, early hardware procurement reduces time-to-compute and increases execution certainty as we scale.”
Mark this down. These 8 stocks could mint millionaires by 2028:
$ZETA (-3 %) at $16 – AI-driven marketing platform growing revenue 28% and recently raised guidance.
$PATH (+1,48 %) at $11 – Leader in agentic AI automation, acquired WorkFusion, ranked #1 on the OSWorld benchmark.
$SOFI (-3,39 %) at $19 – Digital bank surpassing $1B in quarterly revenue, with the CEO recently buying $1M in shares.
$HOOD (-2,84 %) at $76 – $4.5B in revenue, 52% YoY growth, 750K international customers and expanding fast.
$IREN (-7,47 %) at $39 – $9.7B Microsoft deal, 4.5 GW data center pipeline, pivoting from BTC mining to AI infrastructure.
$ONDS (-7,98 %) at $10 – AI-powered drone company with NATO and German police contracts, revenue up 580% YoY.
$IBRX (-7,06 %) at $10 – Anktiva cancer immunotherapy, FDA-approved, sales climbing 60% YoY.
$TE (+4,4 %) at $6.50 – U.S. solar manufacturer with a 5 GW Texas factory online and a 2.1 GW cell facility launching in 2026.
Many are trading 30–50% below their highs.
Bookmark this. Revisit it in 2028.
What do things do?
$IREN (-7,47 %) also gives a sign of life again
Which stocks are currently on your watchlist?
Hello everyone
How are you all doing? I hope you are well! 😃
I'd be interested to know which stocks are currently on your watchlist?
I currently have the following stocks on my watchlist:
Financials:
$SOFI (-3,39 %) (I think they would be a good addition to Visa in my portfolio. Thanks for your analysis @Klein-Anleger)
Industrials:
$SIE (-0,72 %), $SU (-3,13 %) & $SIKA (-2,67 %) (I am still looking for 1-2 stocks in the industrial sector. Siemens looks quite interesting at the moment).
Consumer:
$MC (-0,61 %), $OR (-0,3 %), $CDI (-0,43 %) & $RMS (-1,57 %) (A consumer share is actually still missing in my portfolio. But I don't think it's a good idea to buy something now under duress).
Other interesting companies/ ETFs:
I would also like to have a commodity ETF (silver, uranium & rare earths) and an EM ETF in my portfolio. $NFLX (+1,81 %) is also very interesting.
Most recently I have $BV0Z6G (-0,58 %) and 250 $SHEL (+1,2 %) shares. $NOVO B (+0,8 %) I bought more at a bad time, but will remain invested and buy more if necessary. At $IREN (-7,47 %) I bought 100 more shares today.
I wish you all a successful day!
Best regards
Chris
Off we go 🚀
$IREN (-7,47 %)
@Klein-Anleger Big thanks for your broad analysis of Iren!
GQ Community - please explain crypto to me
For a long time I looked at the crypto market and saw nothing but a digital casino.
Between the 10,000% "to the moon" pumps and the endless sea of meme coins, it’s hard not to feel like the whole thing is just a giant game of bulls***.
I’ve spent the last few weeks watching YouTube videos and I have to admit that the Bitcoin ecosystem is an absolute masterpiece. Seeing it explained as a decentralized, self-sustaining machine changed my perspective from " bulls*** " to "speculative innovation."
Very good videos:
https://www.youtube.com/watch?v=vclZlAFXpEI
https://www.youtube.com/watch?v=-D3ChoNtlX8
Please recommend more!
My Current Setup (Noob)
I’ve decided to start small. A low allocation just to start playing the game. Currently, I’m running a 90/10 split: (100€ monthly)
- 90% Bitcoin ($BTC (-3,18 %)): It’s the king for a reason I guess.
- 10% Binance Coin ($BNB (-2,85 %)): Just because of the 25% discount on trading fees on binance and it is too good to ignore.
I’m fully aware I’m still "uneducated" in this space. I love the idea of decentralized tokens, but I’m struggling to understand the utility of other altcoins without them feeling like a roll of the dice.
Is a 90/10 BTC/BNB split too "safe," or is it the smartest way to start?
Are there other "beautiful machines" (actual utility projects) I should look into that are not just hype and noise? Because when I look at $ETH (-4,8 %) for example isn't it just Bitcoin but worst?
The 100€ montlhy deposit on binance is all automated but is it the best? I transfer to binance and then it auto converts 25€ each week to btc and bnb. I feel that I am paying more in spread for than I usually pay on spot trading for some reason. Please help
$BTC (-3,18 %) , $ETH (-4,8 %) , $SOL (-5,32 %) , $USDT (+0,22 %) , $USDC (+0,01 %) , $XRP (-3,63 %) , $AVAX (-0,59 %) , $BNB (-2,85 %) , $ADA (-5,22 %) , $SHIB (-3,04 %) , $DOT (-3,11 %) , $DOGE (-4,25 %) , $LUNA (-1,8 %) , $ASML (-3,82 %) , $NVDA (-3,16 %) , $NVO (+1,03 %) , $NOVO B (+0,8 %) , $V (+0,64 %) , $PLTR (-4,31 %) , $MSFT (-1,18 %) , $NFLX (+1,81 %) , $IREN (-7,47 %) , $NBIS (-7,05 %) , $DAPP (-4,65 %) , $CIFR (-8,01 %) , $DUOL , $MCD (-0,45 %) , $MA (+0,1 %) , $MARA (+4,88 %) , $SE (-2,66 %) , $OSCR (-2,13 %) , $UNH (-0,51 %) , $CRM (+2,66 %) , $NOW (+1,18 %)
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