The analyst expresses a bullish stance on NBIS and a bearish or critical stance on IREN, implying NBIS is part of the AI supercycle while IREN is overvalued or a poor investment.
NBIS is associated with photonics, memory, and Neoclouds, suggesting growth in AI-related sectors, while IREN is described negatively as 'endless active ATMs' implying poor investment quality.
I wonder how it feels to miss out on the AI supercycle run… With photonics, memory, and even Neoclouds like $NBIS. Because you’re busy bagholding into the endless $6,000,000,000 active ATMs with $IREN. https://t.co/AFEr84Dezd
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -5.7% | -5.6% |
| 1 week | +0.3% | -1.5% |
| 1 month | -19.7% | -20.3% |
| 3 months | — | — |
| 6 months | — | — |