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Very interesting share 😍
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@Semos25 I agree, there are so many trends at play here and the capacities in the data center area will be needed. It will take time to build up, colocation deals will make more sense and be more cost-effective for hyperscalers. Takeover fantasy also exists, whereby voting rights of the shares lie strongly with the founders, making it rather unlikely could become a really big data center ride. Let's see how it develops, but it is also the strongest and most effective miner.
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@BamBamInvest Will they be able to assert themselves? In the long term, I think something will happen. Can you tell me why it has corrected like this?
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@Semos25 It's not about enforcement, you have to have the capacity, it's about network contracts, locations, services, availability, outage mechanisms, etc. You will need capacities and then you will look where you can get something and what it will cost you. And solar energy , hydro, wind energy is usually cheaper . (Generally speaking ) what has not corrected ? 😂 it's a small cap , it's also a bitcoin miner and that's how it finances itself . The whole sector was dragged down, as was Bitcoin, and $IREN was hit even less hard anyway. ✌️
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@BamBamInvest thanks for all the information. It all sounds very good 👍
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@BamBamInvest would you go in with everything or in installments
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@Semos25 well I'm already inside and in the minus , the question is superfluous , but should also do your own research . Can go down further but also up quickly .
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@BamBamInvest What is your EK? I was looking for companies that have something to do with renewable energy anyway. This one appealed to me. Top in the long term. Thanks for the analysis.
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@BamBamInvest What was your EK?
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@BamBamInvest Sounds good, still have €3 more to go... >40% down.