IREN · 博主观点与共识

“But for the companies right now, a Nebius, a CoreWeave, even an IREN, I wouldn't say those are established names, but I do think that they have put themselves in a much better position, and whatever they told us during their own earnings call, I don't think that's going to change anytime soon.” 原话

“We're taking both of them lower.” 原话

“IREN, nothing. Free fall of of 50% in 6 weeks.” 原话

“I mean, we have to watch Nebius stock price after CoreWeave, IREN, a bunch of these names are going to be tied to that.” 原话