Postos
41$CIFR (+12,99%)
$IREN (+11,88%)
For the sake of transparency, I made 2 purchases from Chipher yesterday, as I found the sales a little too extreme.
How long I'll hold, whether I'll add more, etc. is not yet clear, but the size of the position is manageable.
Besides $IREN (+11,88%) for me the most potential until 2027 and perhaps beyond ✌️
Overnight, slightly up.
Cipher Mining is attracting attention with strong institutional inflows in the last few hours. Let's see. I expect a quick multiplication. 😜
The analysts are also bullish 🥸
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Compute:
$NBIS (+9,5%)
$CIFR (+12,99%)
$IREN (+11,88%)
$APLD (+10,82%)
Energy:
Grid:
Cooling:
Automation:
Data:
$SNOW 🆘
$AI
Connectivity:
$RKLB
$ASTS (+0,81%)
$IRDM (-7,55%)
$VSAT (+8,15%)
Interface:
$META (+0,13%)
$GOOGL (+1,25%)
$SOUN
Security:
- Becoming profitable
- Triple-digit sales and EPS growth
- Bitcoin mining - > Data center conversion
- Misunderstood business
- Vertically integrated
- $NVDA (+1,16%) Preferred partner
Graphic from TannersTrades on x
$IREN (+11,88%) 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."
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 (+11,88%) 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 👌
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 (+11,88%) 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 (+1,16%) - 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 (+11,88%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (+12,99%)
$BTC (+0,49%)
$BTBT (+4,22%)
$BITF (+6,78%)
$CLSK (+6,33%)
The tariff on Chinese imports has no material impact on the core business of $IREN (+11,88%)
$IREN (+11,88%) 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 (+11,88%) methodical strategy - building a low-cost, high-density infrastructure initially through bitcoin mining and then expanding into AI computing - positions $IREN (+11,88%) as a more resilient, vertically integrated player. Its strong asset base, low operating costs and limited reliance on external funding lend $IREN (+11,88%) 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 (+11,88%) enabled it to grow without taking on significant debt. In contrast, most of Neocloud's competitors, such as $CRWV (+1,91%) 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 (+12,99%)
$CRWV (+1,91%)
$BTBT (+4,22%)
$BITF (+6,78%)
$BTC (+0,49%)
$NVDA (+1,16%)
$AMD (+3,4%)
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 (+11,88%) 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 (+1,16%) - 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 (+11,88%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (+12,99%)
$BTC (+0,49%)
$BTBT (+4,22%)
$BITF (+6,78%)
$CLSK (+6,33%)
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 (+11,88%) 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 (+1,16%) - 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 (+11,88%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (+12,99%)
$BTC (+0,49%)
$BTBT (+4,22%)
$BITF (+6,78%)
$CLSK (+6,33%)
After exactly 2 weeks of holding, the 2nd sell order has also just been triggered and I can @All-in-or-nothing bring something nice with me. 🤑😉 And @Epi don't worry, it won't be invested in any leveraged products 😎😁.
Sell limit reached today, half of my position was liquidated. A good result for a holding period of less than 2 weeks. In August, when I really started "gambling" 😂😜 with e.g. $BMNR (+1,93%) and $SBET (+0%) I had set my exit scenario too low, I adjusted my exit criteria. I didn't liquidate everything immediately, but first 50% when the trading target was reached, let the rest run and then hedge profits downwards and tighten the stop loss. It has paid off here, the rest continues to run and is now up over 50% since entry on 26.09. SL is now set at € 14, so I am sure of the profits for the rest in any case, the rest is additional income.
- Convertible bonds worth USD 1 billion maturing in 2031
- Conversion rate: USD 85.62
- Capped calls up to USD 120 = no dilution up to USD 120/share
- Adds only ~11.7 million shares ( ≈ 4%) upon full conversion
- All proceeds will go towards GPU and AI data center expansion
You basically raised a billion dollars with almost no dilution. 👌
We have to look at the situation in the long term. At the moment, these are real profits that are invested as capex. However, as long as there is always a return in the future, this could lead to a problem in the long term. $IREN (+11,88%)
$CIFR (+12,99%)
$NVDA (+1,16%)
$MSFT (-0,03%)
$AMD (+3,4%)
"The AI investment cycle shown is based on massive funding loops among the tech giants, but sustainability is being discussed. Bloomberg and others note that it is fueled by hype and trillions in capex that may be viable if AI generates real gains (e.g., through productivity gains). It could implode from inflated expectations, failure to monetize (like the dotcom era), rising energy costs, regulatory hurdles or economic slowdowns, according to Reuters and Fortune analysis."
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