@Migu11 for me it's also about the position size, which was about 1% of the portfolio, I wanted to buy more if prices continued to fall. But then they rose again and in 1.5 weeks 50%. That doesn't mean that I won't collect them again if the market or $CIFR corrects, but as the market is relatively high and I don't think $CIFR will reach 3GW capacity until 2027, I see less upside potential in the short term than with $IREN. They will have the 3GW available earlier if the schedule is adhered to. When I enter into smaller positions, I usually do so as an initial position in order to buy more, but if they then rise rapidly, I usually sell them because the amount in the overall portfolio is too small. Unless they are highly speculative.
