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Posted on 11/6/25 at 2:25 pm to bayoubengals88
He should have just never opened his mouth. He should never have leveraged so much loan on pipe dream business. He is 100% responsible for the fear of AI market right now, which has allowed the forces to manipulate retailers and penny chasers. He is a fricking idiot.
Anyways, look forward to IREN announcement and the NBIS on Tuesday.
He thinks he’s going to buy all this business and NVDA will support him while NVDA sells chips to the providers OpenAI is making deals with in a very circular format, which never works
Anyways, look forward to IREN announcement and the NBIS on Tuesday.
He thinks he’s going to buy all this business and NVDA will support him while NVDA sells chips to the providers OpenAI is making deals with in a very circular format, which never works
This post was edited on 11/6/25 at 2:27 pm
Posted on 11/6/25 at 2:30 pm to IT_Dawg
NBIS has not recovered with the overall market today.
This is all about positioning for earnings at this point.
IREN should tell us a lot. Maybe.
This is all about positioning for earnings at this point.
IREN should tell us a lot. Maybe.
Posted on 11/6/25 at 2:47 pm to bayoubengals88
They also weren’t down as much as the rest this morning or during the big downturn.
Very interesting the downward pressure is happening with IREN going into earnings. Would think it would have leveled off
Just seems like they are prepared to knock her down regardless of the earnings and guidance. Their guidance should be huge with what they are building, converting and the recent deal…they don’t have to get into specifics of it, but just the ARR from that should boost her, buts that’s during a normal market, not this bullshite
Very interesting the downward pressure is happening with IREN going into earnings. Would think it would have leveled off
Just seems like they are prepared to knock her down regardless of the earnings and guidance. Their guidance should be huge with what they are building, converting and the recent deal…they don’t have to get into specifics of it, but just the ARR from that should boost her, buts that’s during a normal market, not this bullshite
This post was edited on 11/6/25 at 2:49 pm
Posted on 11/6/25 at 2:53 pm to IT_Dawg
quote:Could be folks locking in gains combined with MMs positioning for $80+ (stealing your shares kind of deal).
Just seems like they are prepared to knock her down regardless of the earnings and guidance.
Posted on 11/6/25 at 2:58 pm to bayoubengals88
You can buy IREN 1DTE $72c for $2ish...
This post was edited on 11/6/25 at 3:00 pm
Posted on 11/6/25 at 3:03 pm to Jax-Tiger
IREN
Targeting $3.4bn AI Cloud ARR by End of 2026, Expansion to 140k GPUs
Net income increased to record $384.6m* (vs. Q1 FY25 net loss $(51.7)m)
New multi-year contracts including Together AI, Fluidstack and Fireworks AI, supporting growth to target AI Cloud ARR of >$500m by end of Q1 2026
Targeting $3.4bn AI Cloud ARR by End of 2026, Expansion to 140k GPUs
Net income increased to record $384.6m* (vs. Q1 FY25 net loss $(51.7)m)
New multi-year contracts including Together AI, Fluidstack and Fireworks AI, supporting growth to target AI Cloud ARR of >$500m by end of Q1 2026
This post was edited on 11/6/25 at 3:07 pm
Posted on 11/6/25 at 3:05 pm to Jax-Tiger
quote:I bought a few Mar 2026 $100s and 38 shares.
You can buy IREN 1DTE $72c for $2ish...
Posted on 11/6/25 at 3:10 pm to bayoubengals88
Beat on Rev and Net Income, Record EBITA, missed on EPS, but very good guidance
cash position of $1.8 B. Total assets at $4.27B against liabilities of $1.39B, resulting in shareholders’ equity of $2.88B.
Should be up 20% in a normal market
Probably end up down 10% at open…joke
cash position of $1.8 B. Total assets at $4.27B against liabilities of $1.39B, resulting in shareholders’ equity of $2.88B.
Should be up 20% in a normal market
Probably end up down 10% at open…joke
This post was edited on 11/6/25 at 3:14 pm
Posted on 11/6/25 at 3:12 pm to IT_Dawg
Do you think that NBIS would ever allow their own website to crash during an earnings report? 
Posted on 11/6/25 at 3:14 pm to bayoubengals88
quote:
Do you think that NBIS would ever allow their own website to crash during an earnings report?
Yea, probably not the best look for a cloud company
Posted on 11/6/25 at 3:17 pm to bayoubengals88
Now Red after being up $7 when first announced….fricking crazy
Posted on 11/6/25 at 3:20 pm to IT_Dawg
Expansion to 140k GPUs.
But hosting their website on an old HP.
But hosting their website on an old HP.
Posted on 11/6/25 at 3:20 pm to IT_Dawg
quote:
Should be up 20% in a normal market
I'm going to push everything out with a strategy of selling well before expiry on my calls. Seems like what should be a no brainer has become a head scratcher.
I have some 11/21 $125 and $130, but everything else is Dec 19th or further. I think I have to stay disciplined, at least until this crazy market stabilizes - which may be never, if this is the new "normal".
It seems that with AI, the short sellers can affect the whole sector with targeted attacks. Everyone under the AI umbrella gets taken down a notch or two and can't separate themselves - even with good performance.
Posted on 11/6/25 at 3:25 pm to IT_Dawg
Iris Energy (NASDAQ:IREN) reported quarterly earnings of $1.08 per share which beat the analyst consensus estimate of $0.14 by 682.61 percent. This is a 590.91 percent increase over losses of $(0.22) per share from the same period last year. 
Posted on 11/6/25 at 3:27 pm to bayoubengals88
That’s different from what I saw…EPS was a miss? Doesn’t sound like a miss…
Posted on 11/6/25 at 3:29 pm to bayoubengals88
Not sure of your source, but they seem to be icing up companies, EPS was $0 vs est $0.15
This post was edited on 11/6/25 at 3:30 pm
Posted on 11/6/25 at 3:30 pm to IT_Dawg
quote:Think or Swim, Benzinga Newswire.
Not sure of your source, but they seem to be icing up companies, EPS was $0 vs est $0.15
Posted on 11/6/25 at 3:30 pm to IT_Dawg
Robinhood is showing $1.08 EPS
Posted on 11/6/25 at 3:31 pm to SquatchDawg
quote:
old HP
Commodore 64 in the house
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