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Mike Alfred
Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
Mike Alfred kirjasi uudelleen
As an IREN shareholder since 2023, I am happy to see this company playing the long game, not rushing to sign a deal too quick.
At my day job today I have been thinking about what @mikealfred mentioned in last nights space. The MWs will only become more valuable as they all get allocated to long term deals 🤔 I don’t think this is talked about enough.
If this is the case, why wouldn’t I want to own the company who sees the TRUE long term value in their infrastructure? If that means waiting while others sign these “attractive deals” so be it. I’m here for the long haul after seeing what IREN and CIFR are building.
The IREN team has been ahead of the curve for years, and I strongly believe they will be in finding the BEST deal for shareholders as well.
The one with the most power when there is non available, will win the most.
7,56K
NVO listening. +5% now 👀

Mike Alfred23 tuntia sitten
I think NVO has bottomed here. It's my top idea in the healthcare space globally. Holding 70,000 shares and may add on any weakness going forward. Looking for $100+ in 12-18 months at the latest.
4,35K
Already heading back towards this gap. 👀

Mike Alfred8 tuntia sitten
The CIFR bears just can't win. Absolutely brutal upside gap to close between $6.76 and $6.94. I expect the move through this area over the next week or two to be the launch area for the attack on $8. $8 is the key level. If CIFR unlocks a close above $8, $15-30 likely by eoy.
3
Strong open today. +3.5%

Mike Alfred23 tuntia sitten
I think NVO has bottomed here. It's my top idea in the healthcare space globally. Holding 70,000 shares and may add on any weakness going forward. Looking for $100+ in 12-18 months at the latest.
13,69K
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