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ANALYZE BALANCE SHEETS AND RESULTS (FUNDAMENTALS). DON'T FOLLOW THE TREND OF THOSE WHO ALWAYS TRADE SHORT (BEAR MARKETS).

  Please review our historical comments on this blog. Lithium prices have exploded, rising 100% in two years, (this also happened with the shares of reputable companies specializing in this sector (ALB, SQM, etc.).  The discovery at the Fourmile gold mine and the shares of the owning company have also risen.  Shares of Iren, Ilumina, Nebius, and now TTD are all showing gains and great potential. Analyze balance sheets and results (fundamentals). Don't follow the trend of those who always trade short (bear markets) to generate huge profits only for themselves.
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  IREN Stock Forecast Summary The average 12-month  target price for IREN Ltd (IREN) is approximately $83.00 , based on recent analyses from Wall Street analysts. Forecasts range from a low of $39.00 to a high of $136.00.   As of December 26, 2025, IREN Ltd. (IREN) last closed at  $40.30  per share Analyst Opinions Analyst recommendations are generally positive, with most firms rating the stock as "Buy" or "Strong Buy". The current average brokerage recommendation is 2.07 (on a scale of 1 to 5, where 1 is a Strong Buy).   Recent analyst actions and price targets include: Cantor Fitzgerald:  Maintained a "Buy" rating with a high target of $136.00. Citizens JMP:  Initiated coverage with a "Buy" rating and an $80 price target.   Company Outlook Iren Ltd. is an AI data center operator and Bitcoin miner. The company is transitioning its business model to focus heavily on high-performance computing (AI/HPC) for major customers like Microsoft. This ...
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MOSAIC VERY LOW PRICE/ EARNINGS RATIO AND BULLISH EXPECTATIVES

Year range $22.36 - $38.23 Market cap 8.27B USD Avg Volume 7.59M P/E ratio 6.78 Dividend yield 3.37% Primary exchange NYSE Income Statement Quarterly Annual 0 1B 2B 3B Revenue Net income (USD) Sep 2025 Y/Y change Revenue 3.45B 22.81% Operating expense 139.50M -53.72% Net income 411.40M 236.66% Net profit margin 11.92 174.02% Earnings per share 1.04 205.88% EBITDA 722.50M 90.08% Effective tax rate 29.27%
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  IREN LTD (USD) Sep 2025 Y/Y change Revenue 240.30M 355.41% Operating expense 219.76M 265.15% Net income 384.61M 843.89% Net profit margin 160.06 263.34% Earnings per share 0.01 105.05% EBITDA 25.09M 569.34% Effective tax rate 33.15% — P/E ratio 23.82
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Microsoft and IREN have a  five-year, $9.7 billion AI cloud services agreement . Under the deal, IREN will provide Microsoft with access to high-performance AI computing capacity, utilizing Nvidia's GB300 GPUs housed in IREN's data centers in Texas.   Key Details of the Agreement Contract Value and Duration : The agreement is valued at approximately $9.7 billion and runs for five years, through 2031. Services Provided : IREN (formerly a bitcoin miner) will act as an AI cloud service provider, managing and hosting the computing infrastructure for Microsoft, who will use the capacity for its Azure AI services. Hardware : The deal provides Microsoft access to systems built with Nvidia's advanced GB300 GPUs, which are designed for demanding AI workloads. Location and Capacity : The GPUs will be deployed in phases through 2026 at IREN's new liquid-cooled "Horizon" data centers at its campus in Childress, Texas, supporting approximately 200 megawatts of critical IT ...
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  Nebius The AI ‑ infrastructure stock is rallying sharply as investors react to fresh commentary on its Finland data ‑ center campus, a growing wall of analyst optimism, and a new investor ‑ relations appearance at the UBS Global Technology and AI Conference. November 24, 2025 Amsterdam, November 24, 2025 — Nebius Group N.V. (NASDAQ: NBIS), a leading AI infrastructure company, today announced that Marc Boroditsky, Chief Revenue Officer, and Neil Doshi, Vice President of Investor Relations, will take part in a fireside chat at the UBS Global Technology and AI Conference. The session is scheduled to take place on December 3 at 7:55 AM (PT) / 10:55 AM (ET) / 4:55 PM (CET).
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  AI News Amsterdam, November 11, 2025  — Nebius Group N.V. (NASDAQ: NBIS), a leading AI infrastructure company, today announced its unaudited financial results for the third quarter ended September 30, 2025. The Company today also published founder and CEO Arkady Volozh’s quarterly letter to shareholders, available on its investor relations website at  https://nebius.com/investor-hub . Nebius today also announced a new agreement to deliver AI infrastructure to Meta valued at approximately $3 billion over 5 years . ... I REN Secures $9.7bn AI Cloud Contract with Microsoft NEW YORK, November 3, 2025 (GLOBE NEWSWIRE) – IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has signed a multi-year GPU cloud services contract with Microsoft. Under the agreement, IREN will provide Microsoft with access to NVIDIA GB300 GPUs over a five-year term, with a total contract value of approximately $9.7 billion, including a 20% prepay...
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