Q: What do you think of IREN? Would you buy it?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?
Do you prefer one over the other?
Thanks for all you do! Your guidance has been appreciated over the years!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?
Do you prefer one over the other?
Thanks for all you do! Your guidance has been appreciated over the years!
Q: Hello,
Could you elaborate on what makes IREN attractive other than cheap hydro-electric power?
Given the numerous embedded, and well financed, co's in this sector, carving out a defensible niche or moat seems quite difficult.
Thank you
Could you elaborate on what makes IREN attractive other than cheap hydro-electric power?
Given the numerous embedded, and well financed, co's in this sector, carving out a defensible niche or moat seems quite difficult.
Thank you
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Amphenol Corporation (APH $142.96)
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Wheaton Precious Metals Corp. (WPM $190.54)
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SSR Mining Inc. (SSRM $34.62)
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Dave Inc. (DAVE $192.14)
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Celsius Holdings Inc. (CELH $48.66)
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DLocal Limited (DLO $13.26)
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IREN Limited (IREN $44.67)
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Astera Labs Inc. (ALAB $184.04)
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Nebius Group N.V. (NBIS $92.19)
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Sezzle Inc. (SEZL $68.71)
Q: Can you identify 10 US or CAN companies, currently profitable or approaching profitability, that you project will achieve a compound annual sales growth of at least 20% over the next decade?
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CECO Environmental Corp. (CECO $74.64)
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Genius Sports Limited (GENI $6.34)
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Intapp Inc. (INTA $24.27)
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Sportradar Group AG (SRAD $17.29)
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IREN Limited (IREN $44.67)
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Limbach Holdings Inc. (LMB $86.65)
Q: Can you provide a few small to mid cap US stocks that you have high conviction for?
Q: Hello,
What are your thoughts on IREN, its valuation, business model and future prospects?
Would you have any names in the same space that you prefer?
Thank you!
What are your thoughts on IREN, its valuation, business model and future prospects?
Would you have any names in the same space that you prefer?
Thank you!
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HIVE Digital Technologies Ltd. (HIVE $3.23)
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IREN Limited (IREN $44.67)
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Applied Digital Corp. (APLD $37.86)
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Nebius Group N.V. (NBIS $92.19)
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CoreWeave Inc. (CRWV $94.94)
Q: Hello there,
What are your thoughts on HIVE and its AI / high-performance computing business. Do they have any potential in developing that segment knowing the high amount of funding required to be competitive.
Thank you.
What are your thoughts on HIVE and its AI / high-performance computing business. Do they have any potential in developing that segment knowing the high amount of funding required to be competitive.
Thank you.
Q: Bitcoin miners seem to have facilities with the electrical power needs for AI. Do you feel they may change their business plan from crypto to hosting AI .
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Miscellaneous (MISC)
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HIVE Digital Technologies Ltd. (HIVE $3.23)
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Hut 8 Corp. (HUT $75.56)
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IREN Limited (IREN $44.67)
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Bit Digital Inc. (BTBT $1.78)
Q: Hi 5i Team - I can't remember the source but have heard a comment stating that Web 3 and AI will bolster each other. First of all, do you know what this might mean and also are there any companies that could benefit from it.
Thanks.
Thanks.
Q: Hi Team,
Can you provide your current thoughts on this company? 40% of the market cap in cash with good expansion plans.
Thanks
Can you provide your current thoughts on this company? 40% of the market cap in cash with good expansion plans.
Thanks
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MARA Holdings Inc. (MARA $8.24)
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Riot Platforms Inc. (RIOT $14.71)
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IREN Limited (IREN $44.67)
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CleanSpark Inc. (CLSK)
Q: Hello Peter,
While Bitcoin has been on a tear the past week, stocks like MARA,RIOT,CLSK,IREN have been trending down. When one looks at the graph, the negative co-relation is baffling.
What in your opinion is going on? Is this a buying opportunity or there will be better one when Bitcoin takes a pause and consolidates.
You do not think the stocks are a sell do you?
Regards.
Rajiv
While Bitcoin has been on a tear the past week, stocks like MARA,RIOT,CLSK,IREN have been trending down. When one looks at the graph, the negative co-relation is baffling.
What in your opinion is going on? Is this a buying opportunity or there will be better one when Bitcoin takes a pause and consolidates.
You do not think the stocks are a sell do you?
Regards.
Rajiv
Q: Is Iris Energy Ltd a good investment now or in the near future?