$IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities

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$IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities

· @aleabitoreddit

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$IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities on X finally learned to read? $NBIS is objectively the better Neocloud, with actual financing. -> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos

8 events
DateTypeEvent
May 22 Source$MEME Great proxy for risk on/off in high beta land. Top Holdings ~ $AAOI $ASTS May 26 InvestigationSpaceX IPO Deep Dive: Separate Trades + the Oxygen Question May 27 InvestigationAnthropic-SpaceX $15B/yr Cloud Services Contract May 29 ScanMonster Scan Jun 2 InvestigationAI mega-IPO issuance-surge base rate — does an IPO wave at all-time highs predict a market top Jun 2 InvestigationxAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook Jun 2 ReferenceAI-Lab S-1 → Thesis Crosswalk Playbook Jun 2 AnalysisThread: AI mega-IPO / Fast Entry liquidity regime

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