$IREN (+5,67 %) Move away from being a pure Bitcoin miner and become a vertically integrated AI infrastructure player with its own power, data centers and GPUs.

Why I hold ~30% of my portfolio in $IREN (+5,67 %) shares and which catalysts speak for a massive price increase in the near future:

1.Sweetwater 1 Energization

The fourth and final bulk substation transformer for Sweetwater 1 has arrived and the energization should be completed by April 2026 (now).

2.Sweetwater deal announcements

With the connection to the power grid complete, it is only a matter of time before $IREN (+5,67 %) deals will be announced. According to quarterly reports, the company has been in talks with global AI and cloud companies (hyperscalers) for many months to implement, finance and lease the capacity. An official announcement - with a hyperscaler, for example - would validate the business model and significantly boost the share price.

3.Childress construction progress

Childress remains on schedule: DC 1 has been running since April 2023, DC 2-5 are being systematically ramped up. Solid operational implementation and construction without delay is the key driver here. CEO Daniel Roberts recently gave updates on the delivery and connection of the GPUs from the $9,700,000,000 Microsoft deal on X.

https://x.com/i/status/2045007521497415701

https://x.com/i/status/2049220187082350773

4.Childress complete conversion to GPUs

Iris Energy is actively transforming Childress from Bitcoin miner to GPU AI infrastructure. This change is steadily reducing the company's dependence on Bitcoin volatility and positioning it as a broad-based AI cloud provider. However, only around half of Childress capacity is currently allocated to Microsoft. The rest can still be converted at limited cost.

5.GPU price/hour price explosion

The structural demand for AI compute is accelerating GPU hourly rates. As an infrastructure provider, Iris Energy benefits directly from this trend and can achieve higher margins. For example, GPU rental costs have risen from 2.31$/hour at the beginning of March 2026 to currently 4.95$/hour. +114%

6.Australia Expansion

There are numerous images of a massive advertising campaign in Australia. Various announcements show that Microsoft and Antrophic want to build new data centers in Australia. $IREN (+5,67 %) has already reported in a quarterly publication in 2024 that they are looking for suitable land. There are also new open job offers in Australia, which are publicly available on LinkedIn. www.linkedin.com/company/iren/jobs

A planned announcement to expand in Australia would increase the global network of locations and open up additional growth options for IREN.

https://www.sydneyswans.com.au/news/1963949/sydney-swans-join-forces-with-iren

The major hyperscalers ($GOOGL (+3,67 %)
$META (-2,13 %)
$MSFT (-1,09 %)
$AMZN (+3,75 %) Antrophic and OpenAI) are currently reporting critical capacity utilization and are currently significantly limiting AI output.

Energy, land and short construction times are the moat to solve this problem.

$IREN (+5,67 %) Antrophic has everything and many announcements ahead of it that could give the share price a massive boost.

Attention: This article does not contain any information on potential risks, such as capital requirements and execution.

No investment advice

I would be very grateful for your support, as these contributions entail a great deal of effort 🫶 🚀

$CRWV (-1,48 %)
$NBIS (-0,89 %)
$CIFR (+4,99 %)
$WULF (+7,91 %)
$APLD (+5,68 %)
$GLXY (+7,24 %)
$HUT (+6,17 %)

After selling 1/4 of my shares yesterday $NBIS (-0,89 %) of my shares yesterday, I couldn't hold back again today and invested the cash I had freed up directly in $MSFT (-1,09 %) fired 😂

I don't need to say much about the share here. I think it has been unfairly punished in recent months. But sooner or later I see it reaching the all-time high again! 📈

Greetings Bubu 🫡

Am currently at $NBIS (-0,89 %) over 200% in the +. In your opinion, does it make sense to realize partial profits? Possibly shift these into $IREN (+5,67 %) to regroup? Please give me your feedback!

Meta signs $21 billion contract with $CRWV (-1,48 %) CoreWeave. This means that the big AI hyperscalers and research companies are investing ever larger sums to secure their AI infrastructure.

"Meta has committed to spending an additional $21 billion on AI cloud infrastructure from CoreWeavewhich comes on top of a prior arrangement of $14.2 billion, as the social media company continues to ramp up its investments in artificial intelligence."

In my opinion, this is the beginning, and we will see a number of deals this year and in the coming years, which will probably involve even higher volumes:

https://getqu.in/r5jEGt/ - my analysis on this very topic...

$IREN (+5,67 %)

$NBIS (-0,89 %)
$META (-2,13 %)
$META (-2,13 %)

Source: https://www.cnbc.com/2026/04/09/meta-commits-to-spending-additional-21-billion-with-coreweave-.html

Yesterday was an exciting day at the trade fair -

The rejuvenation of the audience in particular is an interesting signal for the equity culture.

The fact that the crypto stage is less popular with the older generation fits in with the picture of classic value orientation.

Here are the most frequently discussed stocks of yesterday:

High-Growth & Tech (US & International)

$ANET (+1,71 %) Networks

* Value: Leading provider of cloud networking solutions, benefits massively from the expansion of AI infrastructure.

* P/E ratio: Valued at a rather sporty 48, but reflects the high growth.

* Chart: Shows strong relative strength; first attempts to break out of the consolidation above the 50-day moving average visible.

* Conclusion: A clear beneficiary of the "shovel seller" principle in the AI boom.

@Aktienhauptmeister

$$TTWO (-0,79 %) Interactive

* Value: Gaming giant (GTA VI anticipation). Strong strategic position, but high development costs.

* P/E ratio: Currently negative or extremely high due to special effects/investments; adjusted (forward) at approx. 56.

* Chart: In a correction phase since the all-time high in fall 2025; currently looking for a bottom at approx. 150-160 USD.

* Conclusion: A bet on the release of GTA VI - for patient investors with strong nerves.

@Soprano

$CRWD (-0,15 %)

* Value: Market leader in cloud-based cybersecurity. "Best-in-class platform approach.

* P/E ratio: Very high (over 80 forward), as growth comes before profit maximization.

* Dividend

* Chart: Medium-term trend currently negative, struggling with the USD 400 mark.

* Conclusion: Quality share in the security sector, but valuation leaves little room for disappointment.

@Derspekulant1

$$9618 (+1,67 %)

$9868 (+2,51 %)

(China corner)

* Value: Cyclical China stocks. JD (e-commerce) fundamentally cheap, Xpeng (EV) technologically strong but in a price war.

* P/E ratio: JD very favorable (approx. 8), Xpeng negative (loss zone).

* Chart: Both volatile; strongly dependent on the economic measures from Beijing.

* Conclusion: Only suitable as a speculative portfolio addition.

@Ander89

Established stocks & DAX stocks

$SAP (-0,91 %)

* Value: Europe's cloud heavyweight. The transformation to a subscription model is bearing fruit.

* P/E ratio: approx. 25, which is historically fair for the current profitability.

* Dividend: Reliable payer, yield approx. 1.2 % to 1.6 %.

* Chart: Long-term upward trend intact, recently slight profit-taking at a high level.

* Conclusion: The "basic investment" in the European tech sector.

$BAYN (+4,94 %)

* Value: Restructuring case with legal risks (glyphosate) and high debt.

* P/E ratio: Visually low (single-digit on a cash flow basis), but distorted by losses.

* Chart: In free fall or bottomless mode; no clear trend change in sight.

* Conclusion: Only for turnaround speculators with extreme staying power.

$P911 (+1,65 %) (P911)

* Value: Luxury sports car manufacturer, struggling with the transition to e-mobility and weak demand in China.

* P/E ratio: approx. 10-12, which looks cheap but prices in falling margins.

* Dividend: Currently approx. 6% (note: analysts expect cuts!).

* Chart: Very weak, trading near all-time lows.

* Conclusion: The brand is worth its weight in gold, but the market environment is currently difficult.

Brief check of the remaining stocks:

$ENPH (+5,55 %)

$ILMN (+2,9 %)

Both in the "dog sector" (solar/biotech) - fundamentally under pressure, chart technically in the basement.

@Keineui

$6758 (+1,01 %) Solid value/entertainment mix, P/E ratio approx. 15, fairly valued.

$TSLA (+2,04 %) Remains the polarizing vehicle between AI hype and weakening sales figures.

sales figures.

@Dirty30

$NBIS (-0,89 %)

$9880 (+1,16 %) robotics :

Highly speculative niche themes (AI infrastructure/robotics), more for the gambler's portfolio.

@Andiiiii

@Multibagger

With $NBIS (-0,89 %) is heading south today after the first capital measure.

today announced the planned issue of senior convertible bonds with a volume of 3.75 billion US dollars. As the company announced in a press release, the offering will be made in a private placement to qualified institutional buyers. The company's share price, which is currently quoted at USD 129.85 and has a market capitalization of USD 32.85 billion, has risen by 359% in the past year.

The offering is divided into two tranches: a US$2.0 billion tranche maturing in 2031 and a US$1.75 billion tranche maturing in 2033. The company will grant the initial underwriter an over-allotment option to purchase up to an additional US$300 million of the 2031 tranche and US$262.5 million of the 2033 tranche within 13 days of issuance.

Nebius plans to use the proceeds to finance the growth of its business. This includes the construction and expansion of data centers, the development of AI cloud infrastructure, the expansion of data center locations and the procurement of components such as GPUs. The capital raising comes at a time when the company has a strong short-term liquidity (current ratio) of 3.08, where cash and cash equivalents exceed current liabilities. According to an analysis by InvestingProwhich provides 17 further ProTips for NBIS, analysts do not expect the company to be profitable this year. Despite current valuation concerns - the fair value analysis of InvestingPro indicates a possible Überbewertung of the stock - investors can get comprehensive insights via the Pro Research Report, which is available for NBIS and over 1,400 other US stocks.

The bonds are senior unsecured notes issued under the terms of the indenture with U.S. Bank Trust Company, National Association, as trustee. They bear interest on the original principal amount, with interest being paid semi-annually. Bondholders may convert their bonds under certain circumstances, and the company may settle the conversion with cash, Class A common stock or a combination of both.

The value of the bonds will accrete to 120% of their original principal amount by the respective maturity dates of March 15, 2031 and March 15, 2033. The conversion rates and prices are based on the original nominal value and not on the accrued value.

Nebius cannot call the bonds maturing in 2031 before March 20, 2029 and the bonds maturing in 2033 before March 20, 2030, except in the event of certain tax law changes. After these dates, the company may call the bonds if the price of its Class A share reaches 130% of the conversion price over a certain period.

The bonds and any shares issuable upon conversion will not be registered under the Securities Act of 1933 and will be offered only to qualified institutional buyers pursuant to Rule 144A.

Would be worth a try. $NBIS (-0,89 %) is close to last year's double top. After the rapid rise and the high capital requirements for the fulfillment of the contracts, it could be a good opportunity for a short trade!