Since I published my $SOFI Investment Thesis article on 28, May 2025, the stock has increased by 90%! Time for Part 2! 🌐👇 Recently, Sofi CEO Anthony Noto said he believes Sofi could become a $1T market cap company! This is a highly ambitious long-term goal for a company with

$IREN Missed analysts estimates on everything, but not because the core AI business. Revenue miss was entirely because of lower $BTC price, yet that segment is not important in the long term. Expenses were higher than analysts expected because of: 1. $31.8M accelerated

"We have multiple advanced negotiations underway for large-scale deployments and are also seeing Hyperscaler and AI enterprises." Dan Roberts $IREN Earnings Call BULLISH 🟢

"The demand is not a constraint for us. The focus is on choosing the right long-term partnership." Dan Roberts $IREN Earnings Call 🚀 🚀 🚀

"We continue to diversify our sources of capital to support capacity growth and customer deployment. We have multiple financing pathways underway that allow us to scale our data center and GPU footprint in a disciplined manner while maintaining balance sheet strenght" $IREN

"We have $2.3B of ARR under contract." "We are on track to $3.4B ARR by end of 2026." $IREN Earnings Call $IREN now trades 4x 2026 ARR 👀

"We are still at an early stage of monetization of our platform, with more than 4.5GW and only 10% required to support $3.4B ARR, we have a clear pathway for continued growth." Dan Roberts $IREN Earnings Call 🚀 🚀 🚀 In 5-7 years, $IREN could have a $34B ARR Business! Those

$IREN below $30 👀 Down 26% in the after-hours 🔴 This reaction makes zero sense. It now trades 3x 2026 ARR 🤯

Despite $IREN falling 50% in a few days, I still believe it to be a great potential AI play. See my $IREN Investment Thesis article! x.com/TheRayMyers/st…

Last quarter $IREN spent $107M on Intangible assets that could be for software. I In the earnings call, they mentioned that they have no intention to compete with hyperscalers on software, as theirs is the best in the world. However, the company is in negotiations for a

🔴 $IREN is down close to 50% in just a few days! Iren Brutal Market Reaction! 👇🌐 Full Analysis without a paywall! I believe that this is a significant overreaction by the market! All the negatives are overblown, whilst all the positives were completely ignored!

x.com/i/article/2020…

🔴 $IREN fell close to 50% in just a few days! I believe that this is a significant overreaction by the market! All the negatives are overblown, whilst all the positives were completely ignored! Read my analysis of the quarter right here on X! Its no surprise that the stock

"biggest disruption story since the foundation of the United States."