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Some companies are closing the deals now and others are waiting because the conditions are shifting from day to day in favor of the cloud compute providers... $IREN
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immagine del profilo
@Klein-Anleger That's exactly why I continue to buy $CME. Futures on computing power will be introduced there soon, you know what kind of revenue generator that can be.🤷🏼‍♂️
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@Get_Rich_or_Die_Tryin with 100 billion market cap a bit big, but I'll take a look. Thank you!
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@Klein-Anleger I don't think you can compare the two companies. They are developing in completely different directions.
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@Olli68 but after the last purchase from Iren it's a bit more similar again, isn't it?
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@jkb92 I can't say whether the software company is going in this direction. I have not looked into it.
I also don't think that $IREN wants to become a challenger to the hyperscalers AWS, Azure etc. like $NBIS at some point. I think they will remain in the partner/supplier status of the hyperscalers.
But maybe they will become a takeover candidate for Nvidia or Meta.
@Olli68 I don't think anyone has even suggested the latter, have they?
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@jkb92 No, I was just explaining why the two have different goals and are going in different directions. But that's just my personal opinion.