IR

Hold the DRAM and the IREN. Get rid of IREN as soon as you breakeven or get profit. There's a chance neoclouds can come back but they're the most exposed to the growing circular AI debt. If the AI trade does bounce, memory is the king. There is no AI trade without memory and NVDA. Don't know the rest of these names.

What's the best sub for copium porn ? Wulf ? WDC ? IREN ?

I'm not sure if its hedge funds, but yes, people are selling off other AI plays to free up cash for the Anthropic IPO. … Google is spending money to destroy its own moat ffs.

To be fair, I made a fair buck in CRWV over the past year, on the way up and back down. Won't touch it now. Same for NBIS, IREN all of them are levered to the max.

WAR ENDS RATES DOWN GOOGLE CRUSHES EARNINGS, IREN $100.

This IPO will be fatal keep your monies away from IREN and NBIS and CRVW not a good time to buy these right now.

I mean it really only matters for CRWV.. they have like 50 billion in debt and bookings bad by comparison. IREN, NBIS both much more reasonable levels of debt.