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IREN Limited (IREN $66.63)
- $66.63 Cap: $18.42B
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IREN Limited (IREN $66.63)
- $66.63 Cap: $18.42B
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Q: With IREN, I am holding a position size of 3.77% which now has a gain of 126%. Generally I like to keep winners running. Many people recommend taking gains along the way. Position size is OK for me, so there is no real need to trim. Is it a good idea to just keep holding without trimming? I also hold APLD, WULF and MARA within the same sector: all very modest position sizes.
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Do you see these sectors (nuclear, quantum, and bitcoin/compute mining) in a bubble? Every few days I see some names in these areas up over 15-20% and many have more than 3-4X. I know they are more on the aggressive risk spectrum, would you be chasing any of these? If you had to pick a few that are worth investing in currently or on pullbacks, which ones would they be? Or are they more speculative trading stocks vs real long term profitable names? Thanks and Happy Thanksgiving!
Do you see these sectors (nuclear, quantum, and bitcoin/compute mining) in a bubble? Every few days I see some names in these areas up over 15-20% and many have more than 3-4X. I know they are more on the aggressive risk spectrum, would you be chasing any of these? If you had to pick a few that are worth investing in currently or on pullbacks, which ones would they be? Or are they more speculative trading stocks vs real long term profitable names? Thanks and Happy Thanksgiving!
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