Dec. 26 at 6:45 AM
$NBIS $IREN no.
$NBIS financials are too complicated for me, especially when forward looking. But i have clarity on
$IREN and it's long term upside if i hold for 3+yrs; dreams of
$100 will seem naive in retrospect. My core is
$IREN,
$IDR,
$LUMN, and
$ADUR. If someone asks, the gist of what I tell them is
$LUMN and
$IREN are buys now and probably reasonable to set and forget for 2+yrs.
$IDR is pricey vs forward twelve months, but the 2+ year upside in rare earths is enormous.
$ADUR is still pre-commercial, but there's a reasonably possible path to a 10x+ gain in 5 years and 50-100x in 8-10yrs. Don't buy any of them if you can't handle a 50% pullback.
