18H·

Things don't always work out so quickly

as with $IREN (+6,41 %) but 3 months is also good for the doubler.

And today it has $NBIS (-1,62 %) made it. I also see great further potential here.

So I will let profits run.

21.08
NBI
Comprado a 30,80 €
10
17 Comentarios

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where do you see $IREN tonight/tomorrow?
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@lookingforinformation That would be crystal ball gazing and also uninteresting. But from my point of view, it has what it takes to be a tenbagger.
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@Multibagger THAT is the way 📈.
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@lookingforinformation OK, now I can say it. 10% +
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@Multibagger tomorrow 07:30 a.m. 22€+
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I'm also staying in, as I also got in quite late.
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@TradingHase that is the way! $NBIS will be in triple digits in 6 - 12 months
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@Multibagger I haven't even looked at them yet. 😂
Would you still join Nebius now?
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@8fionn Yes, but more in tranches. I'm already expecting a correction of 10-20%. But I don't know when that will happen.
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Before yesterday's figures, to
to give you something to think about.

Yes, you can't compare the companies 1 to 1, but on the basis of capacities and figures:

$NBIS: quarterly sales of 100 million US dollars
$IRENMonthly turnover of 86 million US dollars
Nebius: secures 1 GW of capacity by the end of 2026
$IREN already has almost 3 GW of capacity
$NBIS: Valuation of 17 billion dollars
$IRENValuation of 5 billion US dollars

In my opinion, Nebius is strongly undervalued and is slowly no longer being valued and seen as a pure $BTC miner, the story is slowly starting to grow and they have strong cards and a strong negotiating basis for a colocation deal because the capacities are already available and are constantly being expanded. It will become increasingly difficult and expensive to obtain electricity contracts, suitable land and the basis of the energy supply is alternative energies. In my opinion, several important future issues are being addressed here and $IREN recognized this early on! 🚀
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@BamBamInvest and the best thing is, thanks to your information here, I recognized it in time😎😉🚀
Today we continue to the moon
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@Multibagger I just like the idea of finding companies where Wall Street has not yet recognized the potential, does not want to see it or sees the company wrongly. Here you have the right leverage if the investment thesis works out. So far I have had a good instinct through research and a lot of reading, even if that means sometimes waiting 1-2 years longer and reaching for the falling knife, I have then constantly bought more and at some point the price then turns when the thesis works and develops its full potential. Especially with companies that are not yet profitable, many do not believe that they will be or that it will take longer. Because if they are profitable, many funds can invest and this usually accelerates the share price. That's why I generally tend to play the investment thesis and, in my opinion, a good risk/reward assessment and pay less attention to the chart if I want to have a company in my portfolio, or simply buy according to ✌️. Let's see what the share price does today.
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@BamBamInvest I don't care about charts for my long-term investments either. I also make my picks in almost exactly the same way.
But I have another interesting fact. Did you know that $IREN has not reached a new ATH today? On the first day after the IPO on 17.11.2021 it stood at 29.29$. I saw this in an analyst's commentary today. Incidentally, he raised his 12-month price target to €40. We could live with that, couldn't we?
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@Multibagger In any case, it just annoys me again that I didn't have the courage to hold the entire position, I had reduced 50% to minimize risk, always the same mistake. But well, that's just the way it is when you have children 😂so no mistake but risk management, despite my conviction it could have gone wrong at the beginning.
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@BamBamInvest I'm also facing a difficult decision at the moment. I bought a derivative just a week ago, which is now up 80% and, together with the share, means that my total holding in $IREN has risen to almost 8% of the portfolio. I am therefore considering taking the profit on the derivative and just letting the share run. Or just taking out the stake. Or hedge the whole position at 50% plus with TSL.
What about your derivative at $LMND. Do you still have it?
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@Multibagger difficult especially because you don't know what will happen in September / October now , is probably a clever strategy 👍 you I'm in the minus , was probably not the right time to go seasonal risk on . But anyway I'm holding it now and when it's gone, it's gone ✌️
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