IREN -> Top performer in my portfolio! And will also be a top performer in 2026💪
The management is insanely good!
The management is insanely good!
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@Buyandhold91 Yes, I agree 100%. Of course there are risks, but the opportunities clearly outweigh them at the moment.
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@Bastibroschi Correct. And the other neocloud players can't keep up in terms of profitability....NBIS also looks quite exciting, but the terms on which IREN has concluded its financing alone make it unbeatable💪
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@Buyandhold91 And that is precisely the reason why I sold them after the Microsoft deal and the placement of the convertible bond. They are doomed to achieve higher sustainable sales and profit growth than the dilution of their outstanding shares. That will be very difficult.
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@Olli68 Good point, but the deal will bring in predictable sales. I'm curious to see what the future holds. For me, IREN is in the best position of all! In the event of a Bitcoin bull run, profitability will increase again, so they have leverage, as they have one of the best margins of all miners. Best regards and good luck with your investments
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