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Adding on weakness ahead of Q2 earnings. AI data center thesis intact.
Iris Energy is transitioning from Bitcoin mining to AI/HPC data center operations. Management confirmed 510MW capacity target. At current valuation, the market is pricing zero value for the AI pivot.
Full exit. Pure hype cycle with no revenue to support valuation.
Held QBTS for 4 months as a speculative position. At +141% the risk/reward flipped. Rotating capital into positions with real earnings growth.
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Anonymous accounts with AI photos and bought followers. Someone with $10K posting like they manage millions. No way to verify.
They tell you to buy at $900 but never show their own portfolio. $5M or $500? You will never know.
No track record. No accountability. Just curated highlight reels dressed up as insight.
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