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@Mr_Derivatives NVDA didn't mention IREN by name in their earnings...my hope is they are just letting IREN talk about some major deal themselves in their earnings tomorrow.

@Mr_Derivatives Six for eight is a batting average, not a guarantee. The implied move is what the house charges not what the stock pays. Good luck is the only honest word in the tweet. $IREN

@Mr_Derivatives I like the odds, but more so $NVDA was a positive catalyst for the entire AI trade, including neoclouds. Feeling pretty good about $IREN.

@Mr_Derivatives Earnings drift helps but 11% implied means dealers are pricing a gun to the head. Even if $IREN beats, the spot needs to reclaim the upper strike cluster or the move fades fast.

@Mr_Derivatives It looks like a massive bull flag to me.| Can genuinely FLY! but im grounded for now. any thoughts? x.com/baseBullBear/status/2092…

@Mr_Derivatives 75% win rate but that 11% cut hurts if wrong. History helps until it doesn't.

@Mr_Derivatives The stats look solid, but remember that implied volatility tends to overprice the actual move once the print drops

@Mr_Derivatives Druckenmiller opened an $IREN position this month per the filings round. Whichever way tomorrow prints, the neocloud trade has real-money sponsorship now

@Mr_Derivatives Are you ready for $100 + I $IREN POP … GOING TO HAPPEN THIS YR Most undervalued company x.com/DollarCostAvg/status/209…

@Mr_Derivatives 13.5 Billion worth only 2 contracts for only 275 MW…… MCAP is 15 billion Do the Math brother $IREN $150 + x.com/DollarCostAvg/status/209…

@Mr_Derivatives I mean 6 of 8 is solid but 11% both ways is real risk tbh

$IREN has a 32% short interest and is reporting tomorrow, 8/27. It is backed by $NVDA as they have a stake in the company. It is also owned by Stanley Druckenmiller who is arguably one of best investors in the world. Analysts also have a price target for $IREN of 2X the current value. Double! Trap the shorts. Let’s fly! 🚀 💰

@Mr_Derivatives The one thing about tomorrow's ER is that everyone is aware this is likely the very last negative ER for the foreseeable future with Ai revenues starting to ramp. If you're selling here..you're only doing it to buyback on the same day.

@Mr_Derivatives IRE's earnings report will definitely exceed expectations; I'm optimistic.

@Mr_Derivatives The 6/8 hit rate is less useful than the distribution of the misses. If the market already prices an 11% move, the edge isn’t guessing direction. It’s knowing when realized volatility is likely to exceed what options imply.

@Mr_Derivatives Don’t forget about the massive sell offs each time so far this year.

@Mr_Derivatives Wait, didn't this hit 63 In January and flush to $28 AH on the day of the February ER? And didn't it flush again to the low 30's on the news of ATM/compensation package? All this year?

@Mr_Derivatives -11%

@Mr_Derivatives Take a poll bro

@Mr_Derivatives That asymmetric upside history makes the implied volatility look underpriced if momentum holds up.

@Mr_Derivatives 25% upward move

$IREN earnings: where “history says bullish” meets “options say buckle up.” +/-11% implied move, 6 of the last 8 reports positive. That’s a pretty convincing track record, until the market reminds everyone that past performance is not a legally binding agreement. The setup is interesting. The reaction is the trade.

@Mr_Derivatives $APLD has 36 billion under contract. Gets zero love compared to $IREN so wierd

@Mr_Derivatives 210 shares at $40ish. Risk to $35. Reward to $150+

@Mr_Derivatives All about the guidance and contracts.

@Mr_Derivatives Price goes down buy more Prices goes up enjoy the higher P/L Win win

@Mr_Derivatives It will tank bro

@Mr_Derivatives Hoping for a big drop tomorrow. Under $35 looks like a good rentry to me.

@Mr_Derivatives x.com/sapamja/status/209284341…

@Mr_Derivatives $IREN at the $46s is useful price confirmation for the AI/HPC power narrative. I’d want the fundamental side to confirm it through contracted capacity, power costs and utilization.

@Mr_Derivatives Cant wait!!!