Guys, I'm telling you. I think Helmut has tied a bear on me with his tenbagger until the beginning of October. The next time I'm on Mallorca, I'm going to get a hefty announcement 😡😡
Discussão sobre BITF
Postos
29
4D·
Next increase - IREN - BTIG raises price target from 32 to 75 US dollars 🫡
100$ incoming ? 😁
5D·
IREN Price Targets 🫡
$IREN (-2,42%) Cantor Fitzgerald Raises PT to $100 from $49.
"We are raising our price target to $100, as we adjust our AI Cloud Services revenue estimates for IREN. Over the past several months, IREN has heavily leaned into its AI Cloud Services segment, a business we believe will ultimately closely resemble that of CRWV."
2323
9 Comentários
The share price is almost at 70$ and the Dude now has the idea of raising it from 32$ to 75$.
I could also take on this task as long as you only have to adjust price targets downstream in this job.
I could also take on this task as long as you only have to adjust price targets downstream in this job.
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1515
•1Semana·
IREN potential 🚀
According to OpenAI managers, the provision of 1 GW of AI computing capacity will cost USD 50 billion at today's prices. Morgan Stanley forecasts a demand for new data centers of at least 65 GW by 2028.
$IREN (-2,42%) has secured 3GW, closely followed by a multi-GW pipeline. With a current market cap of around 16 billion dollars 🤔
I think we will still have a lot of fun here 👌
1Semana·
IREN 🚀
- Graphics from Bernstein
Analysts at research and brokerage firm Bernstein said Bitcoin miners are becoming the unexpected winners of the artificial intelligence infrastructure boom thanks to their access to pre-secured, high-density power capacity.
In a new report on Friday, analysts led by Gautam Chhugani argued that this power advantage makes miners key partners for AI cloud providers facing long connection delays and increasing network congestion. Bernstein named the leading listed Bitcoin miner by market capitalization IREN as its top recommendation, rated the stock as "outperform" and reiterated its recently raised price target of USD 75.
The report points out that Bitcoin miners have collectively secured access to more than 14 gigawatts of grid-connected power - much of it in regions with surplus renewable energy. This infrastructure could reduce the time it takes to deploy AI data centers by up to 75%, according to the analysts. This gives miners an edge over greenfield developers who face multi-year queues to connect to the grid. "Access to the power grid has become a very scarce resource in the US," the analysts write, emphasizing that miners are now attractive strategic partners for hyperscalers and AI infrastructure providers due to their early expansion.
$IREN (-2,42%) The company controls around 3 gigawatts of operational and in-development power capacity in North America alone and has been the fastest to capitalize on the opportunity, according to analysts. The company has also acquired more than 23,300 GPUs - including the latest Blackwell models from $NVDA (+1,31%) - and expects its AI cloud business to exceed $500 million in annual revenue by the first quarter of 2026. The upcoming 50-megawatt liquid-cooled data center from $IREN (-2,42%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (+2,83%)
$BTC (+1,56%)
$BTBT
$BITF (-3,31%)
$CLSK (-0,31%)
1818
25 Comentários
1Semana
Let them come down a bit more, you have enough profits 😇😉, then I'll probably get back in for the medium term too
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66
•1Semana·
Impact of Chinese tariffs on IREN ?
The tariff on Chinese imports has no material impact on the core business of $IREN (-2,42%)
$IREN (-2,42%) operates data centers in the US and Canada, uses domestically sourced GPUs (from Nvidia/AMD) and sells computing services directly to US companies.
Take profits if you want, stay true to your strategy, but don't make emotional decisions.
You must be able to sleep well with your investment or weight it in your portfolio in such a way that it lets you sleep well.
2026 will also be a very exciting year for Irish as significant capacities are being expanded and added.
$IREN (-2,42%) methodical strategy - building a low-cost, high-density infrastructure initially through bitcoin mining and then expanding into AI computing - positions $IREN (-2,42%) as a more resilient, vertically integrated player. Its strong asset base, low operating costs and limited reliance on external funding lend $IREN (-2,42%) a structurally more profitable, lower risk business model compared to the highly leveraged, asset-light models of many newer cloud providers.
In general, Bitcoin mining typically requires much lower capital expenditure (capex) than AI or HPC data centers. However, Iren's existing data centers (e.g. over 150 MW in Canada) are configured for both Bitcoin mining and high-density AI workloads, with rack densities of around 80 kW. Despite this, Iren achieved construction costs of around $650,000 per megawatt, well below the $6-15 million per megawatt typical of specialized AI facilities. Iren's designs are not only extremely fast to build, but also easy to retrofit (e.g. rack density should be scalable to 300 kW and beyond), giving Iren a significant advantage in terms of flexibility and time to market (e.g. in relation to the B200s).
This efficient, infrastructure-oriented approach has $IREN (-2,42%) enabled it to grow without taking on significant debt. In contrast, most of Neocloud's competitors, such as $CRWV (-2,5%) have financed their rapid expansion by eliminating large amounts of debt. Unlike Irish, most neoclouds typically own little land or physical infrastructure, which can hinder future growth.
$CIFR (+2,83%)
$CRWV (-2,5%)
$BTBT
$BITF (-3,31%)
$BTC (+1,56%)
$NVDA (+1,31%)
$AMD (+0,35%)
1Semana·
IREN 🚀
- Graphics from Bernstein
Analysts at research and brokerage firm Bernstein said Bitcoin miners are becoming the unexpected winners of the artificial intelligence infrastructure boom thanks to their access to pre-secured, high-density power capacity.
In a new report on Friday, analysts led by Gautam Chhugani argued that this power advantage makes miners key partners for AI cloud providers facing long connection delays and increasing network congestion. Bernstein named the leading listed Bitcoin miner by market capitalization IREN as its top recommendation, rated the stock as "outperform" and reiterated its recently raised price target of USD 75.
The report points out that Bitcoin miners have collectively secured access to more than 14 gigawatts of grid-connected power - much of it in regions with surplus renewable energy. This infrastructure could reduce the time it takes to deploy AI data centers by up to 75%, according to the analysts. This gives miners an edge over greenfield developers who face multi-year queues to connect to the grid. "Access to the power grid has become a very scarce resource in the US," the analysts write, emphasizing that miners are now attractive strategic partners for hyperscalers and AI infrastructure providers due to their early expansion.
$IREN (-2,42%) The company controls around 3 gigawatts of operational and in-development power capacity in North America alone and has been the fastest to capitalize on the opportunity, according to analysts. The company has also acquired more than 23,300 GPUs - including the latest Blackwell models from $NVDA (+1,31%) - and expects its AI cloud business to exceed $500 million in annual revenue by the first quarter of 2026. The upcoming 50-megawatt liquid-cooled data center from $IREN (-2,42%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (+2,83%)
$BTC (+1,56%)
$BTBT
$BITF (-3,31%)
$CLSK (-0,31%)
2727
10 Comentários
As you may know by now, I'm sitting on quite a few Bitcoin miners and am still absolutely relaxed😁👍🏻. Thank you for your contributions to $IREN, which finally convinced me at some point einzusteigen🙏🏻.
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1111
•1Semana·
IREN 🚀
- Graphics from Bernstein
Analysts at research and brokerage firm Bernstein said Bitcoin miners are becoming the unexpected winners of the artificial intelligence infrastructure boom thanks to their access to pre-secured, high-density power capacity.
In a new report on Friday, analysts led by Gautam Chhugani argued that this power advantage makes miners key partners for AI cloud providers facing long connection delays and increasing network congestion. Bernstein named the leading listed Bitcoin miner by market capitalization IREN as its top recommendation, rated the stock as "outperform" and reiterated its recently raised price target of USD 75.
The report points out that Bitcoin miners have collectively secured access to more than 14 gigawatts of grid-connected power - much of it in regions with surplus renewable energy. This infrastructure could reduce the time it takes to deploy AI data centers by up to 75%, according to the analysts. This gives miners an edge over greenfield developers who face multi-year queues to connect to the grid. "Access to the power grid has become a very scarce resource in the US," the analysts write, emphasizing that miners are now attractive strategic partners for hyperscalers and AI infrastructure providers due to their early expansion.
$IREN (-2,42%) The company controls around 3 gigawatts of operational and in-development power capacity in North America alone and has been the fastest to capitalize on the opportunity, according to analysts. The company has also acquired more than 23,300 GPUs - including the latest Blackwell models from $NVDA (+1,31%) - and expects its AI cloud business to exceed $500 million in annual revenue by the first quarter of 2026. The upcoming 50-megawatt liquid-cooled data center from $IREN (-2,42%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (+2,83%)
$BTC (+1,56%)
$BTBT
$BITF (-3,31%)
$CLSK (-0,31%)
1818
16 Comentários
1Semana
Gosh, I bought some more today 🫣🤦♀️
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22
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1Semana·
6 months update
Fast forward 6 months, the portfolio’s up heavy. Regret selling $TLNE and $ONDS (-5,32%) early (especially $ONDS (-5,32%) from 2 → 11 in 4 months). $BITF (-3,31%) helped offset some of that.
Core remains long-term, but I’ve carved out a small short-term sleeve in $BMNR (-1,61%) , $SBET (-2,38%) , $JD (+1,07%) and $OSCR (-7,08%) .
Plan: take profits by year-end and rotate back into core themes ( AI, Nuclear, Space, Quantum, and Robotics) as i have too many positions right now even after selling some
27Posições
€ 425.903,07
50,38%
2Semana·
August top - September flop?
After enjoying a return of over 10% in August, September looks a little leaner.
The reason for this was #fomo
More precisely, the investment in two warrants, 15x long $AMZN (-0,07%) and 10x long #micron at very unfavorable times. I was plagued by the feeling that I was going to miss the boat. As a result, I lost almost 2.5% of my portfolio value.
And I also suffered other losses $SRL (-2,78%) (-19%), $3350 (-1,87%) (-22%) and $PFSE (-2,88%) (-22%).
However, the positive side of the coin should not go unmentioned:
+55% for $OPEN (+0,74%) , +45% for $BITF (-3,31%) , +55% for $AVGO (-0,43%) and I was pleased with 11% for $4GLD (-1,99%) (my largest position).
What do I learn from this? Well, probably less than I should (!?). I'm not putting my hand in the fire that I won't encounter such events in the future. But I will at least try to act less impulsively. After all, impulsiveness has already brought me a few gold pieces :)
Let's see what the #uptober has in store for me. I'm curious.
55
3Semana·
Still good news incoming
In my view, the news flow here remains positive.
The pipeline for planned data center capacity totals around 2.6 GW, currently only 168 MW contractually committed with Fluidstack and massive Google support.
Demand for the convertible bond to finance the further expansion of capacity was higher than the originally envisaged target amount, meaning that the company was able to raise $1.1 billion instead of the planned $800 million.
And analysts' price target increases (yes, yes, I know analysts and their opinions and such😂) are now following steadily.
I'm excited to see what happens next and remain dabei✌🏻.
Who else is in or thinking about jumping on?
$CIFR (+2,83%)
$IREN (-2,42%)
$BITF (-3,31%)
$BTC (+1,56%)
JPM neutral, target 12$ after previously neutral, target 6$:
https://de.investing.com/news/pro/jpmorgan-stuft-cipher-mining-auf-neutral---kursziel-12000--3162625
Compass Point buy, target 18$ after previously buy, target 8$:
33
12 Comentários3Semana
I'm thinking about switching my trade at $DEFI. It has been going sideways for weeks. There may be more potential here in the short term 🤔🤷♂️
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22
•3Semana·
IREN - Special offer
It is currently becoming apparent that $IREN (-2,42%) after the phenomenal run of the last weeks and months will probably be available today at a significant discount from the ATH, certainly also due to the downgrade by $JPM (-0,12%) will be available at a significant discount from the ATH😉.
Let's see where the US PCE data today in the early afternoon CET and the opening of trading in the US shortly afterwards will take us.
If necessary, I may actually have to add some more after all😂. A bit of powder is still dry.
Have a (hopefully still) green Friday in the portfolio and a good start to Wochenende✌🏻.
3Semana·
800-million-dollar convertible bond
This is where the funds for accelerated capacity expansion come in her👍🏻.
At least some of the proceeds will be used to mitigate the dilution, which I think is absolutely positive. First contract is safe (see my previous post), growth financing has been placed, I would say it is currently running.
Dilution doesn't taste so good at first, of course, but it's for a good cause😂.
I'm curious to see how things will continue here, of course I'll stick with it😁.
55
5 Comentários
3Semana
I think it's great. My buy order was finally executed for the first tranche. Let's see if they perform as well as $IREN
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66
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