The Golden Age of Neoclouds

Why the biggest fortunes of the AI era are being minted right now

Jul 11

4

1

1

NUAI: A New Era of Compute

The bull case, the risks, and why this could be a massive re-rating story

Jul 5

46

4

9

IREN's Executive Compensation

My Honest Take on the RSU Controversy

Jul 4

83

26

9

May 2026

IREN's Path to Global Dominance

How NVIDIA, Mirantis, and Nostrum reshape the Thesis

May 26

129

28

19

March 2026

The Hidden FinTech Gem

Radar Report

Mar 29

34

4

7

IREN - Complete A-Z Investment Case

I went ‘All-In’ this stock, and for good reason….

Mar 22

28

2

5

IREN: Childress Unlocked

Full Deep Dive into all of IREN's recent Developments

Mar 16

81

28

21

IREN Q4 (FYQ2) Earnings Breakdown

Full Breakdown & Analysis

Mar 4

71

31

8

January 2026

Reality Check: Where does IREN go from here?

Near Term Catalysts, Current Setup, Valuation & Price Targets

Jan 13

135

60

10

December 2025

The 'real' Disruptor of the Housing Market

Radar Report

Dec 23, 2025

43

15

5

Breaking down IREN's new Capital Raise

Full Breakdown & Analysis

Dec 12, 2025

63

37

3

The most asymmetric Gold Bet?

Radar Report

Dec 3, 2025

58

27

4