Q: In the past you said you like NBIS better than IREN as it is higher quality and further ahead, etc. Now that NBIS stock has way outperformed, ATHs and possibly overbought/consolidating, does IREN stock have good investment potential or do you still prefer NBIS at these levels?
Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?
Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.
I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.
Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.
I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.
Q: AI Infrastructure. If you can just buy one, would you buy IREN or NBIS and why (3 quick and simple reasons) ? Is value factoring into your decision ?