@StockSavvyShay notes that $IREN is on the verge of its worst drawdown in 3 years.
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$IREN is now on the verge of its worst drawdown in 3 years 😳
Reasoning: Technicals
Stance mix of tracked accounts 7 accounts mentioned it · latest post counts
BullishNeutralNo stanceBearish
Bullish
0
Neutral
4
No stance
1
Bearish
2
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
| @StockSavvyShayViews › | 5 | 5 | 3 | 0 |
 @Jake__WujastykViews › | 0 | 4 | 1 | 0 |
 @amitisinvestingViews › | 0 | 0 | 0 | 1 |
 @michaelsikandViews › | 0 | 0 | 1 | 0 |
 @aleabitoredditViews › | 0 | 1 | 0 | 0 |
 @kevinxuViews › | 0 | 1 | 0 | 0 |
 @Brian_Stoffel_Views › | 0 | 1 | 1 | 0 |
Consensus and splits Reasons (analyst tagged) and views from the past 14 days
Bull case
- 3Fundamentals
- 2Catalyst
- @StockSavvyShay: BofA sees global AI data center capacity growing ~5x to 219 GW by 2030: $AMZN +42 GW, $GOOGL +27 GW, $MSFT +24 GW, $SPCX +24 GW, $META +18 GW, $ORCL +12 GW, $CRWV +7 GW, $NBIS +5 GW, $IREN +3 GW. Neoclouds ~40% of new capacity in 2030.
- @StockSavvyShay: @StockSavvyShay notes Mark Zuckerberg says the value of even an H100 is higher than last year as AI compute remains scarce, challenging the idea older $NVDA GPUs lose value quickly. Meta benefits from owning data centers to keep using depreciated GPUs. Same logic applies to $NBIS, $CRWV and $IREN for longer hardware productivity.
- @StockSavvyShay: @StockSavvyShay notes $IREN is up nearly 8% on reports of a multiyear cloud deal with Anthropic, which he suspects covers 50 MW of B300 capacity at Childress this year.
Bear case
- 2Fundamentals
- 2Sentiment
- 2Technicals
- @StockSavvyShay: @StockSavvyShay: the neocloud selloff continues: $NBIS -10%, $IREN -10%, $CIFR -9%, $HUT -9%, $CORZ -8%, $CLSK -8%, $CRWV -8%, $GLXY -7%.
- @Jake__Wujastyk: $IREN starting to break down further.
- @Brian_Stoffel_: You might agree or disagree with Travis. But he’s been saying this long before a big down day for the neo clouds. Quoting @TravisHoium that neoclouds are a BAD business model predicated on constantly raising capital by issuing debt and equity while selling a commodity. $NBIS is getting hit today due to convertible debt; if stock falls below $180.31 they may need $4.3 billion in cash. Downward spiral for $CRWV, $IREN, $NBIS. Won't end well. See SunEdison!
Partly aligned. No clearly opposing views so far.
Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Shay Boloor @StockSavvyShayViews ›
@StockSavvyShayViews ›Neutral strengthened (was Bearish) 7d: weakened
Technicals · @StockSavvyShay notes that $IREN is on the verge of its worst drawdown in 3 years.
@StockSavvyShay notes that $IREN is on the verge of its worst drawdown in 3 years.2026-10-15 22:39 HKT Original post ↗
Brian Stoffel @Brian_Stoffel_Views ›
@Brian_Stoffel_Views ›Neutral strengthened (was Bearish)
Basis not tagged · Brian Stoffel posted a video on July 30th explaining why $NBIS $CRWV and $IREN were potentially the greatest investments of the year but just as likely the most to blow up, noting it is even more relevant now.
2026-10-15 11:50 HKT Original post ↗
Jake Wujastyk @Jake__WujastykViews ›
@Jake__WujastykViews ›Bearish weakened (was Neutral) 7d: weakened
Technicals · Short term · $IREN starting to break down further.
2026-10-15 05:29 HKT Original post ↗
Neutral First call
Sentiment · Medium term · @kevinxu posts 'absolutely undefeated', quoting a post where Jim Cramer says the only neocloud he trusts and wants to be in is $CRWV, adding 'No offense to $IREN'.
@kevinxu posts 'absolutely undefeated', quoting a post where Jim Cramer says the only neocloud he trusts and wants to be in is $CRWV, adding 'No offense to $IREN'.2026-10-14 22:04 HKT Original post ↗
Serenity @aleabitoredditViews ›
@aleabitoredditViews ›Neutral First call
Fundamentals · Long term · @aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.
@aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.2026-10-13 07:33 HKT Original post ↗
Michael Sikand @michaelsikandViews ›
@michaelsikandViews ›Bearish First call
Fundamentals · Short term · $IREN pop won't hold long. Every stock with an Anthropic PR gave back its gains. Investors get excited on the brand halo and then model the capex and dilution. Quoted: $IREN up nearly 8% on multiyear cloud deal with Anthropic.
2026-10-12 10:36 HKT Original post ↗
No stance
Basis not tagged · A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment.
2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures.
3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX
2026-10-09 10:12 HKT Original post ↗
Background How the narrative evolved over time, for context on current views
By week Last 4 weeks
- 10/10–10/16 · 21 posts · Bull 4 / Bear 6@StockSavvyShay: @StockSavvyShay notes that $IREN is on the verge of its worst drawdown in 3 years. (Neutral)
- 10/3–10/9 · 3 posts · Bull 1 / Bear 0@StockSavvyShay: Horizon 1 already earned $NVDA Exemplar Cloud status proving $IREN can run GB300 NVL72 at production scale.
Now the focus is repeating that across another ~150 MW for $MSFT in Q4 which makes the ramp feel much more proven. (Bullish)
- 9/26–10/2 · 0 posts · Bull 0 / Bear 0No discussion
- 9/19–9/25 · 0 posts · Bull 0 / Bear 0No discussion
Key views and how they evolved Newest first
@StockSavvyShay: the neocloud selloff continues: $NBIS -10%, $IREN -10%, $CIFR -9%, $HUT -9%, $CORZ -8%, $CLSK -8%, $CRWV -8%, $GLXY -7%.
See original
The neocloud massacre continues 😳 • $NBIS -10% • $IREN -10% • $CIFR -9% • $HUT -9% • $CORZ -8% • $CLSK -8% • $CRWV -8% • $GLXY -7%
Reasoning: Sentiment · Short term
Brian Stoffel posted a video on July 30th explaining why $NBIS $CRWV and $IREN were potentially the greatest investments of the year but just as likely the most to blow up, noting it is even more relevant now.
See original
I posted this video on July 30th to help explain why $NBIS $CRWV and $IREN were potentially the greatest investments of the year -- but just as likely the most to blow up. Even more relevant now than then https://youtu.be/6GfVUIjjrP8?si=jLFquHsUW8la0kEk
Reasoning: Not tagged by analyst
$IREN starting to break down further.
See original
$IREN #IREN Starting to break down further.
Reasoning: Technicals · Short term
You might agree or disagree with Travis. But he’s been saying this long before a big down day for the neo clouds. Quoting @TravisHoium that neoclouds are a BAD business model predicated on constantly raising capital by issuing debt and equity while selling a commodity. $NBIS is getting hit today due to convertible debt; if stock falls below $180.31 they may need $4.3 billion in cash. Downward spiral for $CRWV, $IREN, $NBIS. Won't end well. See SunEdison!
See original
You might agree or disagree with Travis. But he’s been saying this long before a big down day for the neo clouds.
Reasoning: Fundamentals · Medium term Specific
$IREN is approaching its largest drawdown of the past year. Quoting about $IREZ from Tradr ETFs which seeks 2X inverse daily exposure to $IREN.
See original
$IREN is approaching its largest drawdown of the past year 👀
Reasoning: Technicals · Short term
No-stance mentions (1)
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment. 2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures. 3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX
Reasoning: Not tagged by analyst Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.