$IREN Ltd (IREN.US)$ A close above 47 could target 50 🚀
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$IREN Ltd (IREN.US)$ Breakthrough at 42 🚀
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卖飞强于被套
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$Invesco QQQ Trust (QQQ.US)$ if the market crashes again i hope its longer so i have time to load up
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卖飞强于被套
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$AXT Inc (AXTI.US)$At what price can we establish a position
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卖飞强于被套
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$Bitmine Immersion Technologies (BMNR.US)$ Why is BMNR at 19.5 when ETH is at 2100 ? shouldn't BMNR be over 20?
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卖飞强于被套
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Key Takeaways
– CoreWeave's new $8.5 billion facility is important because it won investment-grade ratings at the asset level, but that is not the same as CoreWeave itself becoming investment grade.
– Rising rental-price indexes for both older GPUs and new GPUs still point to tight AI compute demand, which keeps the neocloud revenue story alive.
– The real constraint is balance-sheet capacity. CoreWeave and Nebius are both scaling with v...
– CoreWeave's new $8.5 billion facility is important because it won investment-grade ratings at the asset level, but that is not the same as CoreWeave itself becoming investment grade.
– Rising rental-price indexes for both older GPUs and new GPUs still point to tight AI compute demand, which keeps the neocloud revenue story alive.
– The real constraint is balance-sheet capacity. CoreWeave and Nebius are both scaling with v...
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AllianceBernstein analyst Gautam Chhugani has maintained a Buy rating on IREN Ltd (IREN.US) with a target price of $125.
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$IREN Ltd (IREN.US)$ I've already said that good news is coming, so there's nothing to be afraid of
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卖飞强于被套
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$IREN Ltd (IREN.US)$ Hold steady, this stock is about to release positive news
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卖飞强于被套 : Clearly, the fuel from you bears is needed to trigger a breakout