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BamBamInvest
@BamBamInvest
3Mo·

Actual All-in Cost Miners

$IREN (+1,64 %)
$HUT
$HUT (-1,51 %)
$CLSK (+0,72 %)
$CORZ (-0,43 %)
$BITF (+0,91 %)
$HIVE (+1,54 %)
$WULF (+0,76 %)
$RIOT (+0,67 %)
$MARA (+0,76 %)
$BTDR (+0,63 %)
$BTC (-1,38 %)

$IREN (+1,64 %) 🚀


Revenue growth in AI cloud services could be a harbinger of much larger AI data center deals.


$IREN (+1,64 %) is fast becoming a force to be reckoned with in the data center industry. There are only a handful of developers with > 1 GW of secured power - let alone close to 3 GW!


Very exciting company and KBV Friday ≤ 1

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BamBamInvest
@BamBamInvest
3Mo·

IREN Update (for those who are interested) :

6
17 Commentaires
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Tenbagger2024@Tenbagger2024
1Mo
The share is slowly moving upwards
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BamBamInvest@BamBamInvest
1Mo
@Tenbagger2024 Yes, at some point it will explode, hardly anyone else has such performance/capacity and they will need it. Apart from all the power contracts they already have in their pockets. Mark my words ✌️Das $BTC Mining is only temporarily their main source of income until a colocation deal is struck and they become one of the biggest players in the AI Dara Center sector with alternative energies. At least that's my investment thesis 😁
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Maximilian@Max095
2Sem.
@Tenbagger2024 I'm also considering going in with a somewhat larger amount. The momentum seems to be there.
$IREN
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BamBamInvest@BamBamInvest
2Sem.
@Max095 yes a lot of momentum and attention at the moment, a colocation deal would probably lead to a revaluation. The upside potential is there in any case 👌
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lookingforinformation@lookingforinformation
3Mo
What exactly do these figures tell us?
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BamBamInvest@BamBamInvest
3Mo
@lookingforinformation sorry overlooked, the total cost of $BTC mining and on the left you can see that the average $BTC price is above the total cost and unlike others they can reduce costs and also perform better than the competition due to the ever-increasing performance and capacity.
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Maximilian@Max095
3Mo
With Mara and Bitfarms unfortunately massively in the red ...
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BamBamInvest@BamBamInvest
3Mo
@Max095 Yes, it's tough, but I'm not primarily buying the $BTC mining here, but also the potential in the data center /Ai Cloud area and the fact that $IREN also has a net asset value/book value of less than 1, which is very exciting. I see a lot of potential here if it works out and they can win a hyperscaler for a colocation deal ✌️
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Maximilian@Max095
3Mo
@BamBamInvest What about $AMD? Are you already buying more? Unfortunately, I am also down 37%
Do you believe in a comeback?
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BamBamInvest@BamBamInvest
3Mo
@Max095 I have already bought more 😂 What has changed since the investment? Nothing, the sales are not company-driven. Just be patient , $AMD will come back.
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Maximilian@Max095
3Mo
@BamBamInvest You're right. The company can't help the sales... hope it doesn't take years until we are in profit
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BamBamInvest@BamBamInvest
3Mo
@Max095 We'll see, but $AMD will recover and then things can happen very quickly.
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BamBamInvest@BamBamInvest
3Mo
@Max095 and already more relaxed with $AMD? 😂
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Maximilian@Max095
3Mo
@BamBamInvest yes something unfortunately still thick in the red 🤣
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BamBamInvest@BamBamInvest
3Mo
@Max095 well, that's the case if you don't buy more 😂
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BamBamInvest@BamBamInvest
3Mo
At -40-50%, 25% + doesn't help much for the time being, but it's the right direction 👍
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Maximilian@Max095
3Mo
@BamBamInvest in the long term anyway with such a top company
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