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Starting to watch INV
Posted on 5/13/26 at 1:36 pm
Posted on 5/13/26 at 1:36 pm
Opened a small position. Earning tomorrow so may be static. Really an indirect play on a 43% ownership they have in Accelsius which some are promoting as the best next generation liquid cooling provider.
When Nvidia rolls out Vera Rubins - liquid cooling is a must and that may be another choke point.
I still have work to do on this one but was brought to my attention by a NBIS bull and concurred by an IREN bull - both who are quite technical.
Twitter link Markos and Jim Liu
When Nvidia rolls out Vera Rubins - liquid cooling is a must and that may be another choke point.
I still have work to do on this one but was brought to my attention by a NBIS bull and concurred by an IREN bull - both who are quite technical.
Twitter link Markos and Jim Liu
1
Posted on 5/13/26 at 1:47 pm to igoringa
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