$IREN(IREN.US)In this round of rebound, all heavy-asset companies are relatively weak. In the short term, funds currently prefer light-asset companies. Heavy-asset companies occasionally conduct additional share offerings for financing. Nebius, CW, and IREN are significantly weaker than CLSK, CIFR, and other pure rental companies. Maybe things will change in the future? As I said before, I sold CIFR at 17, I'm guilty and I'm reflecting on it.
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