Aug. 27 at 7:08 AM
$IREN $CBRS $RDDT $MP $SNDK IREN benefits from Bitcoin mining and AI-data-center demand, CBRS remains speculative, Reddit benefits from user engagement and advertising growth, MP benefits from rare-earth demand and domestic supply-chain investment, and SanDisk benefits from memory and data-center demand. I'm watching power availability, ad revenue, rare-earth pricing, and memory demand.