Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
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Long term investor Visionary Investor. Focused on technology and futurism. Stocks and crypto lover.
Cite asCryptoQuant has tracked the directional calls on IREN by @BagholderIQ on X since Aug 2025: not yet scored on IREN (as of Nov 12, 2026).
Other assets covered (53)
Relative view by default: fewer than 30 IREN calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @BagholderIQ to submit corrections.
Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
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I’ve been looking closely at the AI infrastructure stocks after the recent sell-off. My current ranking for a 5–10 year investor: $IREN – 8.5/10 $NBIS – 7.6/10 $CRWV – 7.4/10 $APLD – 7.4/10 IREN comes out on top for me. Power ownership, AI demand, contracted revenue and improving GPU economics make an interesting combination. But the risks are real: massive capex, financing, dilution and execution. A great industry doesn’t automatically make every stock a great investment.
View original →originally sold $IREN in the $60s and I’m happy to stay on the sidelines for now. I still believe in the AI infrastructure opportunity, but the capex requirements, potential dilution and sheer amount of capital needed to execute make me uncomfortable. A great story doesn’t always make a great investment. I’ll happily miss the next leg up rather than chase it without greater visibility on the numbers. Plenty of other opportunities out there.
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