To The Moon

🌟🌟🌟The artificial intelligence boom has created a new market powerhouse $IREN Ltd(IREN)$  Iren saw its stock price jumped 19.5% in a single day after announcing a huge USD 2.8 billion haul in new AI cloud contracts.  For everyday investors like me, this proves that the global demand for AI computer power is growing at an unstoppable pace. What Does Iren Actually Do? For new investors who may not be familiar with Iren, this company builds and runs the heavy duty physical engine behind the AI revolution. Iren started out as a Bitcoin mining business which required them to build massive, highly advanced data centers with access to enormous amounts of cheap, renewable energy. Realising that AI companies despera

$IREN Ltd(IREN)$   $IREN: AI Cloud Transformation Accelerates with $2.8B Contract Win: $IREN announced a major milestone on July 20, signing a multi-year AI cloud services agreement worth $2.8 billion. Strong customer demand also prompted management to raise its 2026 AI Cloud ARR guidance from $3.7 billion to over $4.0 billion, with around 85% of that recurring revenue already secured through binding customer contracts. Its customer base continues to strengthen, expanding beyond Microsoft and NVIDIA to include leading AI companies such as Perplexity, Figure AI, Together AI, and Fluidstack, further validating IREN’s position in the AI infrastructure market. Investor concerns around the massive capital required to build AI infrastructure

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Opinion on this maybe I don't know

The rally appears to be driven by a fundamental improvement, but a 19.6% one-day gain likely also reflects sentiment and momentum. Why this is more than just hype: US$2.8 billion of new multi-year AI cloud contracts is tangible business, not merely an AI announcement.  IREN increased its 2026 AI Cloud annualised run-rate revenue target from US$3.7 billion to over US$4 billion, with about 85% of that target already under contract, giving investors much better revenue visibility.  The customer list includes major names such as Microsoft, NVIDIA, Perplexity, Together AI, Figure AI and Fluidstack, suggesting demand comes from credible counterparties rather than speculative startups.  Around 45% of GPU capital expenditure for recent deployments is covered by customer prepayments,

Radnova Intelligent Technology ( $云学堂(YXT)$ ) recently announced the completion of a comprehensive AI-native transformation of its research and development (R&D) system, enabling AI to drive the entire software development lifecycle—from requirements analysis and system architecture design to code generation, testing, validation, deployment, and iterative improvement. Rather than serving as a coding assistant, AI now serves as the primary implementation engine throughout Radnova's software development process. Developers are shifting from writing code to defining structured software specifications, exercising business judgment, and making critical decisions. At the same time, the company has built an ontology-based enterprise knowledge base bas

$IREN Ltd(IREN)$   Citizens reiterated a Market Outperform rating and $80.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s increased revenue guidance. The target represents nearly 99% upside from the current stock price of $40.20, reflecting strong analyst confidence. The company has delivered a remarkable 122% return over the past year, though shares remain 48% below their 52-week high of $76.87. IREN raised its calendar year 2026 year-end AI Cloud annual recurring revenue target to more than $4.0 billion from $3.7 billion previously. The increase follows the signing of new multi-year cloud services agreements representing $2.8 billion of total contract value. Approximately 85% of the updated

$IREN Ltd(IREN)$ securing a $2.8B AI cloud contract and raising 2026 revenue guidance above $4B fundamentally validates its pivot from Bitcoin miner to AI infrastructure operator. With pre-market shares trading up to $41.87 and Implied Volatility (IV) sitting at a massive 143% (98th percentile), the market is pricing in explosive near-term move expectations. IF YOU ALREADY OWN THE SHARES If you hold at least 100 shares, the extreme volatility makes this an ideal environment to consider a covered call (selling the right for someone else to buy your shares at a set price to collect income). With the stock approaching resistance at $45, selling an out-of-the-money call option allows you to harvest elevated option premiums while setting a disciplined

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Is US still the dominant player in the AI marketplace? Or is it under pressure now from China as they announced a pending IPO for their new improved AI platform, and it will be made free to share. Let’s see how this constant battle for marketshare will fare. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[Applaud]

🌟🌟🌟The artificial intelligence boom has created a new market powerhouse $IREN Ltd(IREN)$  Iren saw its stock price jumped 19.5% in a single day after announcing a huge USD 2.8 billion haul in new AI cloud contracts.  For everyday investors like me, this proves that the global demand for AI computer power is growing at an unstoppable pace. What Does Iren Actually Do? For new investors who may not be familiar with Iren, this company builds and runs the heavy duty physical engine behind the AI revolution. Iren started out as a Bitcoin mining business which required them to build massive, highly advanced data centers with access to enormous amounts of cheap, renewable energy. Realising that AI companies despera

$IREN Ltd(IREN)$   $IREN: AI Cloud Transformation Accelerates with $2.8B Contract Win: $IREN announced a major milestone on July 20, signing a multi-year AI cloud services agreement worth $2.8 billion. Strong customer demand also prompted management to raise its 2026 AI Cloud ARR guidance from $3.7 billion to over $4.0 billion, with around 85% of that recurring revenue already secured through binding customer contracts. Its customer base continues to strengthen, expanding beyond Microsoft and NVIDIA to include leading AI companies such as Perplexity, Figure AI, Together AI, and Fluidstack, further validating IREN’s position in the AI infrastructure market. Investor concerns around the massive capital required to build AI infrastructure

Radnova Intelligent Technology ( $云学堂(YXT)$ ) recently announced the completion of a comprehensive AI-native transformation of its research and development (R&D) system, enabling AI to drive the entire software development lifecycle—from requirements analysis and system architecture design to code generation, testing, validation, deployment, and iterative improvement. Rather than serving as a coding assistant, AI now serves as the primary implementation engine throughout Radnova's software development process. Developers are shifting from writing code to defining structured software specifications, exercising business judgment, and making critical decisions. At the same time, the company has built an ontology-based enterprise knowledge base bas

$IREN Ltd(IREN)$   Citizens reiterated a Market Outperform rating and $80.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s increased revenue guidance. The target represents nearly 99% upside from the current stock price of $40.20, reflecting strong analyst confidence. The company has delivered a remarkable 122% return over the past year, though shares remain 48% below their 52-week high of $76.87. IREN raised its calendar year 2026 year-end AI Cloud annual recurring revenue target to more than $4.0 billion from $3.7 billion previously. The increase follows the signing of new multi-year cloud services agreements representing $2.8 billion of total contract value. Approximately 85% of the updated

The rally appears to be driven by a fundamental improvement, but a 19.6% one-day gain likely also reflects sentiment and momentum. Why this is more than just hype: US$2.8 billion of new multi-year AI cloud contracts is tangible business, not merely an AI announcement.  IREN increased its 2026 AI Cloud annualised run-rate revenue target from US$3.7 billion to over US$4 billion, with about 85% of that target already under contract, giving investors much better revenue visibility.  The customer list includes major names such as Microsoft, NVIDIA, Perplexity, Together AI, Figure AI and Fluidstack, suggesting demand comes from credible counterparties rather than speculative startups.  Around 45% of GPU capital expenditure for recent deployments is covered by customer prepayments,

$IREN Ltd(IREN)$ securing a $2.8B AI cloud contract and raising 2026 revenue guidance above $4B fundamentally validates its pivot from Bitcoin miner to AI infrastructure operator. With pre-market shares trading up to $41.87 and Implied Volatility (IV) sitting at a massive 143% (98th percentile), the market is pricing in explosive near-term move expectations. IF YOU ALREADY OWN THE SHARES If you hold at least 100 shares, the extreme volatility makes this an ideal environment to consider a covered call (selling the right for someone else to buy your shares at a set price to collect income). With the stock approaching resistance at $45, selling an out-of-the-money call option allows you to harvest elevated option premiums while setting a disciplined

Wow!!! Very very good

Opinion on this maybe I don't know

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Is US still the dominant player in the AI marketplace? Or is it under pressure now from China as they announced a pending IPO for their new improved AI platform, and it will be made free to share. Let’s see how this constant battle for marketshare will fare. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[Applaud]