The analyst sold all shares of IREN and redeployed capital into CRWV, WYFI, and FPS due to dissatisfaction with IREN's leadership.
Sold IREN shares because of dissatisfaction with leadership and the $50M patches; redeployed funds into CRWV, WYFI, and FPS expecting opportunities there.
Another $iren whale sold.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +2.8% | +2.3% |
| 1 month | — | — |
| 3 months | — | — |
| 6 months | — | — |