IREN

Stock number three to sell, iron.

I definitely have exposure. I buy all three.

I bought Iran.

I did buy Core Wee. I did buy Iran.

Turning to our third high-upside play, IREN Limited, ticker IREN,

my view on iron has totally changed. uh not only because this thing broke, you know, it's continuing to make lower highs, lower lows, but it broke a lot of structure

I continue to be bullish on Nvidia long term as well as bullish on companies like Micron Iron and others probably for the next two years or so, maybe longer depending on what happens.

That's why I'm still buying Iron Nebius and Cororeweave, especially as their prices continue to fall.

What makes Iron special though is they have by far the most secured power for their size. And that's exactly why I own it.

Forinet for Iron

my top stocks for data centers are Nvidia, Google, Vertive Holdings, and Iron

the tip, the smallest slice, is the speculative names, like APLD and IREN. Huge potential upside if the AI build-out keeps going, real chance of a big loss otherwise. This should be small position sizes only.

I've been telling you guys about APLD and IREN for quite some time.

A couple of AI stocks that I'm high on that aren't necessarily semiconductors... And that would be like APLD, Irene, and Nebus.

positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital

they include things like Coreweave, IREN, Robinhood, SoFi, Joby

And how about a stock like I stock ticker I en. That's one I've been talking about for say the past six plus months. I would love to buy more of this name around $45.