Settled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
Consensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
The host thinks current neocloud-related names, including IREN, are in a better position and their recent guidance should not change soon despite negative headlines.
SourceIREN has been in a 50% free fall over six weeks and shows nothing on the bigger picture.
SourceThe host merely notes IREN and similar names will trade in sympathy with CoreWeave's earnings, without a directional call.
SourceIREN secured short-term contracts at $40M per megawatt and a 5-year deal at $22M per megawatt, which he reads as very good pricing that likely extends to CoreWeave and Nebius.
SourceHe owns and likes IREN, but the Bitcoin-miner-turned-AI-cloud is burning cash and carrying ~$10B of debt, so his system says new money should wait until the business is proven.
Source2 YouTubers have mentioned IREN in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.
Last consensus (as of 2026-11-13): −10 Neutral · 4 YouTubers
The host thinks current neocloud-related names, including IREN, are in a better position and their recent guidance should not change soon despite negative headlines.
The host sees IREN being dragged lower short-term by the Nebius report.
IREN has been in a 50% free fall over six weeks and shows nothing on the bigger picture.
The host merely notes IREN and similar names will trade in sympathy with CoreWeave's earnings, without a directional call.
