# ![@boring_invest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1801039343999488001.png) @boring_invest The Boring Investor

The Boring Investor posts on X about $ibrx, $iren, up to, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1801039343999488001/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801039343999488001/c:line/m:interactions.svg)

- [--] Week [------] -16%
- [--] Month [-------] +1,344%
- [--] Months [-------] +3,372%
- [--] Year [-------] +4,388%

### Mentions: [--] [#](/creator/twitter::1801039343999488001/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801039343999488001/c:line/m:posts_active.svg)

- [--] Week [--] +19%
- [--] Month [---] +160%
- [--] Months [---] +318%
- [--] Year [---] +482%

### Followers: [---] [#](/creator/twitter::1801039343999488001/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801039343999488001/c:line/m:followers.svg)

- [--] Week [---] +8.90%
- [--] Month [---] +343%
- [--] Months [---] +1,316%
- [--] Year [---] +1,729%

### CreatorRank: [---------] [#](/creator/twitter::1801039343999488001/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801039343999488001/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  99.02% [stocks](/list/stocks)  29.41% [technology brands](/list/technology-brands)  4.9% [cryptocurrencies](/list/cryptocurrencies)  3.92% [currencies](/list/currencies)  1.96% [social networks](/list/social-networks)  1.96% [countries](/list/countries)  1.96% [celebrities](/list/celebrities)  0.98%

**Social topic influence**
[$ibrx](/topic/$ibrx) #24, [$iren](/topic/$iren) #195, [up to](/topic/up-to) 6.86%, [stocks](/topic/stocks) 6.86%, [ai](/topic/ai) 5.88%, [$path](/topic/$path) 4.9%, [in the](/topic/in-the) 4.9%, [future](/topic/future) 3.92%, [market](/topic/market) 3.92%, [business](/topic/business) 2.94%

**Top accounts mentioned or mentioned by**
[@lexliberty76](/creator/undefined) [@martinezayren](/creator/undefined) [@siixandserello](/creator/undefined) [@fancyfinancier](/creator/undefined) [@deepdivekr](/creator/undefined) [@saiseiinvesting](/creator/undefined) [@hatton_ben89617](/creator/undefined) [@bigdickee](/creator/undefined) [@howietan88](/creator/undefined) [@oshea9harry](/creator/undefined) [@vinnyjay87](/creator/undefined) [@oshin76](/creator/undefined) [@sinnerreformed1](/creator/undefined) [@immunitybio](/creator/undefined) [@phoenxlights](/creator/undefined) [@austinhodly](/creator/undefined) [@drpatrick](/creator/undefined) [@oncbrothers](/creator/undefined) [@daviddin](/creator/undefined) [@umbisam](/creator/undefined)

**Top assets mentioned**
[ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Iris Energy Limited (IREN)](/topic/$iren) [UiPath, Inc. (PATH)](/topic/$path) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Eli Lilly and Company (LLY)](/topic/$lly) [Bitcoin (BTC)](/topic/bitcoin) [Novo-Nordisk (NVO)](/topic/$nvo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [AstraZeneca PLC (AZN)](/topic/$azn) [AbbVie Inc (ABBV)](/topic/$abbv) [Novartis AG (NVS)](/topic/novartis) [Johnson & Johnson (JNJ)](/topic/$jnj) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Advanced Micro Devices (AMD)](/topic/$amd) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Choice Hotels Intnl. (CHH)](/topic/$chh) [CLEANSPARK INC (CLSK)](/topic/$clsk) [MARA Holdings, Inc. (MARA)](/topic/$mara) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Kohl's Corporation (KSS)](/topic/$kss) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [Lucid Group Inc (LCID)](/topic/$lcid) [Central African Republic Meme (CAR)](/topic/$car) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Sandisk Corporation (SNDK)](/topic/$sndk) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Regencell Bioscience Holdings Limited (RGC)](/topic/$rgc) [Bloom Energy Corporation (BE)](/topic/$be) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Micron Technology, Inc. (MU)](/topic/$mu) [Orochi Network (ON)](/topic/$on) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Digital Corp. (APLD)](/topic/$apld)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$IBRX ImmunityBio - ASCO GU [----] February 26th - 28th San Fransisco Other participants include: - Johnson & Johnson $JNJ - Merck $MRK - Pfizer $PFE - AstraZeneca $AZN - Eli Lily $LLY - Abbvie $ABBV - Novartis $NVS $IBRX @ImmunityBio announces to join the ASCO Genitourinary Cancers Symposium February [--] - [--] [----] https://t.co/xthsXkLg6v $IBRX @ImmunityBio announces to join the ASCO Genitourinary Cancers Symposium February [--] - [--] [----] https://t.co/xthsXkLg6v"  
[X Link](https://x.com/boring_invest/status/2014580475323678851)  2026-01-23T06:06Z [---] followers, [----] engagements


"Were definitely getting closer to AI agents trading with each other. Will be interesting to see who successfully builds that infrastructure. Perhaps $BKKT"  
[X Link](https://x.com/boring_invest/status/2017478513046261929)  2026-01-31T06:02Z [---] followers, [---] engagements


"Seems like most people are expecting a short squeeze this week $IBRX $IBRX - 38% success rate on last weeks poll. Highest so far. Where do we think $IBRX closes next Friday $IBRX - 38% success rate on last weeks poll. Highest so far. Where do we think $IBRX closes next Friday"  
[X Link](https://x.com/boring_invest/status/2018205416820457596)  2026-02-02T06:10Z [---] followers, [----] engagements


"$IBRX - "The World Bank of Natural Killer Cells". That's gonna sell on Wall Street just watch. $IBRX By Shorting This Guy Youll Prob Maximize Odds To Join The Idiots Hall of Fame https://t.co/NCRawx8VHO $IBRX By Shorting This Guy Youll Prob Maximize Odds To Join The Idiots Hall of Fame https://t.co/NCRawx8VHO"  
[X Link](https://x.com/boring_invest/status/2018213981702553832)  2026-02-02T06:44Z [---] followers, [----] engagements


"$IBRX - New Press Release. The Most Important Points Simplified. (Gemini) [--]. What are they announcing They are launching the ResQ215B Phase [--] Trial. The Intent: They want to prove that their combo of CAR-NK cells (engineered killer cells) + Rituximab (a standard cancer antibody) + ANKTIVA (their booster drug) can treat lymphoma entirely without chemotherapy. The "Outpatient" Factor: This is the big winner. Most current "CAR-T" therapies are so toxic they require hospital stays and "lymphodepletion" (wiping out the patient's immune system with chemo first). ImmunityBios trial is"  
[X Link](https://x.com/boring_invest/status/2018320696531910711)  2026-02-02T13:48Z [---] followers, [----] engagements


"This $IBRX week is really interesting from a short squeeze perspective. Market open looks promising"  
[X Link](https://x.com/boring_invest/status/2018331628842672496)  2026-02-02T14:32Z [---] followers, [----] engagements


"More fuel has been added to the potential $IBRX gamma squeeze yesterday. That $7.5 level is a magnet increasing in size"  
[X Link](https://x.com/boring_invest/status/2018569379500392824)  2026-02-03T06:16Z [---] followers, [----] engagements


"$IBRX - New video posted by Dr. Dino Prato on Youtube which is very informative. I'll paste the video down below for you to watch. Dr. Pratos center Envita is already using Anktiva off-label in combination with 1000+ data points (transcriptomics/spatial maps) to treat complex late-stage solid tumors that IBRX hasn't yet received FDA approval for. Prato believes that IBRX has created the perfect tool for a Flywheel Effect but he argues the flywheel only spins at maximum speed when you: Frack the tumor: Use spatial data to deliver the drug directly to the site. Personalize the "Triad": Combine"  
[X Link](https://x.com/boring_invest/status/2018633697562673504)  2026-02-03T10:32Z [---] followers, [----] engagements


"$IBRX short shares available at [---] [---]. Down from [---] million when I last checked. Shorts are losing ammunition"  
[X Link](https://x.com/boring_invest/status/2018732014636261713)  2026-02-03T17:03Z [---] followers, [----] engagements


"The $IBRX community is huge for how small the company is. No wonder. Cancer is a topic close to each and every one of us. When you deeply understand how $IBRX is battling it its impossible not to get captivated by the story. You end up becoming an $IBRX soldier"  
[X Link](https://x.com/boring_invest/status/2018738046649385470)  2026-02-03T17:27Z [---] followers, [----] engagements


"The potential for a long lasting flywheel effect is something I always look for in an investment. Whats a companys ability to create a compound momentum loop $IBRX certainly qualifies here and with an increasing regulatory leverage I think most of the pushing will be behind us after [----]. Momentum is getting strong. Were at the verge of reaching escape velocity. https://t.co/BwQUMyHply https://t.co/BwQUMyHply"  
[X Link](https://x.com/boring_invest/status/2018992849715626423)  2026-02-04T10:19Z [---] followers, [----] engagements


"$IBRX - My trading app has doubled the interest I were to receive for lending away my shares. Since yesterday. 👀"  
[X Link](https://x.com/boring_invest/status/2019017368169750948)  2026-02-04T11:57Z [---] followers, [----] engagements


"If youre an $IBRX investor the below post probably wont show up in your feed since I didnt use the cashtag. Its an important one nevertheless. Especially considering how volatile the ride is going to be. None of my positions have a stop loss. The thesis leading up to a decision to buy a company doesnt break because the stock price wicks down. I actually feel safer NOT having a stop loss. I dont wanna get wicked out of a great company. I make sure my thesis is rock solid then I None of my positions have a stop loss. The thesis leading up to a decision to buy a company doesnt break because the"  
[X Link](https://x.com/boring_invest/status/2019127010480836675)  2026-02-04T19:12Z [---] followers, [----] engagements


"$IBRX - Only 10k short shares available"  
[X Link](https://x.com/boring_invest/status/2019393683649622349)  2026-02-05T12:52Z [---] followers, [----] engagements


"$IBRX actually holding up pretty well while other popular names are getting hammered is a sign of whats to come in my opinion. Essentially we have just trapped more shorts over the last few weeks. And if we continue to hold this relative strength compared to the other popular names. Imagine whats going to happen when they recover. Pair that with all the catalysts we have coming. Looking good imo. https://twitter.com/i/web/status/2019672990154387650 https://twitter.com/i/web/status/2019672990154387650"  
[X Link](https://x.com/boring_invest/status/2019672990154387650)  2026-02-06T07:22Z [---] followers, [----] engagements


"The main reason I hold a large long term position in $IREN has to do with management. They have demonstrated operational excellency in the harsh environment of Bitcoin mining which is a field that basically is the business equivalent of Darwinism. A 6% borrow rate is more proof of their capabilities. I trust Dan Roberts and the rest with every atom in my body to navigate the AI environment just as well as they have done in the Bitcoin mining environment. Dan Roberts appeared confident and calm in the earnings call. For [----] as a whole it looks like the year where $IREN will slowly"  
[X Link](https://x.com/boring_invest/status/2019720449098420708)  2026-02-06T10:30Z [---] followers, [---] engagements


"$IBRX - [----] short shares available touching [--] multiple times. Time to cover [----] days. I think we are in an extremely good position. The market's favorite stocks got hammered while $IBRX held up relatively good trapping more shorts in the process. If we continue holding this relative strength a recovery should annihilate shorts. That is just the technicals. We have so many upcoming catalysts from a regulatory global expansion and pipeline point of view. I genuinely wouldn't be surprised if $IBRX ends the year as the very top performer in the market."  
[X Link](https://x.com/boring_invest/status/2019755698712981977)  2026-02-06T12:50Z [---] followers, [----] engagements


"$IBRX - With AI bio innovations are going to happen at a much quicker rate than previously seen. The current FDA is built for the 1950s. No way they can cope with that. The FDA should be reinvented with AI in mind. This will also be true for many other regulatory bodies"  
[X Link](https://x.com/boring_invest/status/2019764760527413696)  2026-02-06T13:26Z [---] followers, [----] engagements


"Dr PSS is the Elon Musk of the biotech world. Not only do we as $IBRX investors have exposure to Anktiva we also have exposure to a visionary founder at the forefront of a health care revolution. Thanks @PhoenxLights for bringing up this video"  
[X Link](https://x.com/boring_invest/status/2019782872371179949)  2026-02-06T14:38Z [---] followers, 11.8K engagements


"$PATH is trading around floor prices here. A month before an earnings report that likely shows signs of thesis confirmation. I'm not expecting the quarter to blow us away. By the time we get there we're at much higher prices already. Our job now is to read between the lines and extrapolate into the future to predict if such earnings reports will show up in the future. Which I obviously think it will. In short I think this is a golden opportunity. https://twitter.com/i/web/status/2020419181041320104 https://twitter.com/i/web/status/2020419181041320104"  
[X Link](https://x.com/boring_invest/status/2020419181041320104)  2026-02-08T08:47Z [---] followers, [---] engagements


"Just made a portfolio for a really high net worth connection. A portfolio that I willl manage. A "small" initial amount but here it goes: $IBRX $IREN $LMND $PATH $NVO $AMD This follows weeks of discussions about topics such as desired diversification and risk appetite. The percentage allocation to each therefore looks a bit different to what I personally would have made for myself. https://twitter.com/i/web/status/2020447560352362566 https://twitter.com/i/web/status/2020447560352362566"  
[X Link](https://x.com/boring_invest/status/2020447560352362566)  2026-02-08T10:40Z [---] followers, [----] engagements


"@bigdickee Let me hear Gemini thought it sounded logical. Grok did not"  
[X Link](https://x.com/boring_invest/status/2020486716323254539)  2026-02-08T13:15Z [---] followers, [---] engagements


"Im not 100% convinced we squeeze this week. But Im 80% convinced we have bottomed. Last week triggered a lot of stop losses across the board on many stocks. Cleaner slate this week. $IBRX"  
[X Link](https://x.com/boring_invest/status/2020882725495026117)  2026-02-09T15:29Z [---] followers, [----] engagements


"Last year I added ONE high conviction stock. Just one. It was $IREN. This year its $IBRX. I wouldnt go in with such a concentrated allocation if I didnt believe the odds of it becoming the best performing stock of [----] was in my favour. Simple as that. Other than that I have a few tiny allocations to names I like to keep myself updated on. I also hold on to my $IREN position. https://twitter.com/i/web/status/2020960290905653386 https://twitter.com/i/web/status/2020960290905653386"  
[X Link](https://x.com/boring_invest/status/2020960290905653386)  2026-02-09T20:37Z [---] followers, [----] engagements


"The only times I diversify is if theres no clear candidate. I also ensure I can afford to sit with my positions if a broad market correction occurs or if my thesis takes time to play out. Diversification is overemphasised in business schools while obsession-like research into individual companies is not even a thing. Last year I added ONE high conviction stock. Just one. It was $IREN. This year its $IBRX. I wouldnt go in with such a concentrated allocation if I didnt believe the odds of it becoming the best performing stock of [----] was in my favour. Simple as that. Other than that I have a"  
[X Link](https://x.com/boring_invest/status/2020962284466794728)  2026-02-09T20:45Z [---] followers, [---] engagements


"$IBRX - Remember that market makers are essentially forced to buy more and more of the stock as we approach $7.5. Triggering a short squeeze while doing so. Shorts who currently faces a [----] day period to cover their positions"  
[X Link](https://x.com/boring_invest/status/2020965482535539160)  2026-02-09T20:58Z [---] followers, [----] engagements


"@austinhodly I have a tiny position"  
[X Link](https://x.com/boring_invest/status/2020967064907952223)  2026-02-09T21:04Z [---] followers, [---] engagements


"$IBRX - The Saudi alliance is so strategic. We have basically made allies with the fastest moving country on the market. A country going all in on biotech. With goals to modernize healthcare and provide "chemotherapy-free" innovative treatments by [----] there is a strong momentum for further approvals. If we didn't have Saudi Arabia we'd be bound by the pace of the US FDA. A snail in comparison. The Saudi alliance forces the otherwise would-be slow movers to stay on their toes. They have opened the floodgates. .Therefore Im lead to believe the Anktiva adoption won't follow the linear"  
[X Link](https://x.com/boring_invest/status/2021113290512855079)  2026-02-10T06:45Z [---] followers, [----] engagements


"I'm like 40% Iren and 45% ibrx with a small percentage into a few names I like to read up on. My returns last year were equal to Iren's returns calculated from an average price around [--] dollars. I am doing this full time yes and I also manage the portfolio for some tech people. And thank you"  
[X Link](https://x.com/boring_invest/status/2021120077685457372)  2026-02-10T07:12Z [---] followers, [--] engagements


"$IBRX - @DrPatrick on the @OncBrothers "This is very much like Epogen and Neupogen. When you give Epogen you dont ask 'what cancer' because you need to treat the anemia (low red blood cells); when you use Neupogen you dont ask 'what cancer' because you have to restore the neutrophils (low white blood cells). When you measure the ALC dont you need to restore the NK cells and the T cells (The answer is yes). There is an ICD-10 code for lymphopenia (low ALC count). Why would the government create a code to diagnose lymphopenia and yet not allow you to fix it" I think that's the direction we are"  
[X Link](https://x.com/boring_invest/status/2021175807222354010)  2026-02-10T10:53Z [---] followers, [----] engagements


"This week is shaping up to be a good one for the invincible I's. $IBRX & $IREN"  
[X Link](https://x.com/boring_invest/status/2021196663038279934)  2026-02-10T12:16Z [---] followers, [---] engagements


"$IBRX - Days to cover [----]. Short interest 40.17% with [---] million shares. Short shares available fluctuating between [--] and [---] [---]. Plus people have started to add to their $7.5 call options. We might teleport to $13+. Still I don't think the market wakes up to Anktiva before we're at $20+. We are super early. https://twitter.com/i/web/status/2021501002835542499 https://twitter.com/i/web/status/2021501002835542499"  
[X Link](https://x.com/boring_invest/status/2021501002835542499)  2026-02-11T08:26Z [---] followers, [----] engagements


"Stocks can trade at irrationally high valuations for a long period of time. What's often overlooked is that stocks can trade at irrationally low valuations for a long period of time as well. $DUOL and $PATH being examples. When you buy euphoric stocks you'll feel supported. When you buy stocks deep into a depression you'll feel hated. You'll be judged harshly in the short term but let them judge you in [--] years instead. Why did Fisher asked to be judged on a [--] year basis Cause he knows he'll be right by then. https://twitter.com/i/web/status/2021504564672004381"  
[X Link](https://x.com/boring_invest/status/2021504564672004381)  2026-02-11T08:40Z [---] followers, [----] engagements


"$OSS announces new commercial robotics customer with $2 million in orders expected in [----]. $10-15 million expected over the next [--] years from the deal"  
[X Link](https://x.com/boring_invest/status/2021630908827324453)  2026-02-11T17:02Z [---] followers, [---] engagements


"Today you can buy a $40+ dollar stock for $6.5. What makes it even better; the $40 dollars is a moving target. $40 dollars considers the company running at 1% capacity in one location. $IBRX"  
[X Link](https://x.com/boring_invest/status/2021838034275373427)  2026-02-12T06:45Z [---] followers, [----] engagements


"We know how the market reacted when they learned about GLP-1s. Just imagine how they are going to react when they inevitably learn about IL-15 and Anktiva. $IBRX"  
[X Link](https://x.com/boring_invest/status/2021905198927716712)  2026-02-12T11:12Z [---] followers, [----] engagements


"The floodgates financially have just opened. Chances of going to zero are smaller than it has ever been. Keep in mind those financials only include a part of bladder cancer just in the US. Not even including geographical expansion. Now they're getting a foot into parts of lung cancer as well which is a huge market. They are showing results in recurrent glioblastoma as well. But you see where this is going. FDA is a slow moving regulatory body. There is real evidence of Anktiva having positive effects on many cancer types. A faster moving regulatory body like the Saudi FDA has understood this."  
[X Link](https://x.com/boring_invest/status/2021909940915581301)  2026-02-12T11:31Z [---] followers, [---] engagements


"The GLP-1 Era: We learned to hack metabolic signaling to solve obesity. ( $NVO $LLY ) The IL-15 Era: We are learning to program the immune system's operating system. ( $IBRX )"  
[X Link](https://x.com/boring_invest/status/2021910569578877338)  2026-02-12T11:33Z [---] followers, [----] engagements


"@MartinezAyren Its a bargain at 30"  
[X Link](https://x.com/boring_invest/status/2022334076284473589)  2026-02-13T15:36Z [---] followers, [---] engagements


"@siixandserello Thought this time it would be different. I can tell you for a fact retail didnt cause this sell off 😂"  
[X Link](https://x.com/boring_invest/status/2022364032209207612)  2026-02-13T17:35Z [---] followers, [---] engagements


"@siixandserello Thankfully only for a certain period time. Eventually the company prevails and the stock has no other choice but to follow"  
[X Link](https://x.com/boring_invest/status/2022682563639415218)  2026-02-14T14:41Z [---] followers, [---] engagements


"I wonder if $IBRX and $HIMS ever see their paths cross in the future. Think about it $HIMS has launched labs which can measure a customer's overall health status. They're also moving into segments such as longevity. I think the market is viewing Anktiva wrongly because we're so obsessed with tracking the progress through a slow moving FDA lens. In reality it is something a large percentage of the population can benefit from. Not just cancer patients. Even the Dr himself has taken Anktiva. If a Hims subscribers lab work shows a chronically low ALC or signs of "immune exhaustion" $hims could"  
[X Link](https://x.com/boring_invest/status/2020463569540944127)  2026-02-08T11:43Z [---] followers, 28.1K engagements


"One aspect I look for in a long term investment is the potential for a lasting flywheel effect. The core idea is that great transformations never happen in a single "miracle moment" or through one http://x.com/i/article/2018640791539986432 http://x.com/i/article/2018640791539986432"  
[X Link](https://x.com/boring_invest/status/2018990471872385253)  2026-02-04T10:10Z [---] followers, 15.7K engagements


"Why is ANKTIVA and $IBRX different [--]. The NK cell breakthrough - Most immunotherapies focus on T-cells. However cancers often learn to "hide" from T-cells by turning off the signals T-cells use to find them. Anktiva is the first FDA-approved immunotherapy that specifically activates NK cells. NK cells are the "Special Forces" of the immune system. They don't need a specific signal to find a "hidden" cancer cell; they can sense when a cell is "stressed" or abnormal and kill it on sight. ImmunityBio is the first to successfully "weaponize" these cells at scale. [--]. Solving the IL-15 problem -"  
[X Link](https://x.com/boring_invest/status/2021917368872841539)  2026-02-12T12:00Z [---] followers, 10.9K engagements


"These are the top [--] shorted stocks at the moment. One of these grew their revenue by 700% YoY and is about to transform healthcare as we know it [--]. $CHH - 57% [--]. $LCID - 52% [--]. $CAR - 49% [--]. $CLSK - 44% [--]. $HIMS - 42% [--]. $IBRX - 41% This one [--]. $MARA - 40% [--]. $TMDX - 40% [--]. $KSS - 34% [--]. $SPHR - 34% https://twitter.com/i/web/status/2022588415888576525 https://twitter.com/i/web/status/2022588415888576525"  
[X Link](https://x.com/boring_invest/status/2022588415888576525)  2026-02-14T08:27Z [---] followers, [----] engagements


"$IREN being superior to the rest only becomes clearer to the masses after a few years. Now it looks like theyre battling head to head but dig deeper and youll notice that $IREN has set themselves up to dominate the future. 🚨 WHY I THINK $IREN NOT $NBIS OR $CRWV IS THE BEST NEOCLOUD IN [----] 4.5GW secured power + Multi GW pipeline + 100% renewable energy + The most affordable power costs in the sector ($0.035 per kWh) + Highly trusted business that it secured $3.6B at an average interest rate of 🚨 WHY I THINK $IREN NOT $NBIS OR $CRWV IS THE BEST NEOCLOUD IN [----] 4.5GW secured power + Multi GW"  
[X Link](https://x.com/boring_invest/status/2022591715320959207)  2026-02-14T08:40Z [---] followers, [---] engagements


"In every "top picks for 2026" I never saw $IBRX anywhere. I suspect that many stocks on those lists have more room for disappointment than for a positive surprise. Everyone went into [----] expecting the same and so they were already positioned. $IREN last year came seemingly out of the blue for the market. A few people saw the light earlier and discussed it between themselves. $IBRX feels similar although with all the variables that comes with being a biotech stock"  
[X Link](https://x.com/boring_invest/status/2022602034373927253)  2026-02-14T09:21Z [---] followers, [----] engagements


"I keep coming back to the concept of being an AI-first company. I think it will become a factor that the market will increasingly look at. What do I mean by being AI-first Being directly exposed to the evolution of AI regardless of who makes the best application. Some companies like $IREN are AI first by being exposed to the energy side. The market has understood this argument by now at least to a tiny degree. Others are AI first by being built around AI from the very start like $PATH and $LMND. Such that when Claude or any other model gets an upgrade the whole company upgrades with it since"  
[X Link](https://x.com/anyuser/status/2022611676298641740)  2026-02-14T09:59Z [---] followers, [---] engagements


"$IBRX - Long term I'm really confident we'll see an impressive growth. I can't tell you for certain how high we'll go or when we do it. What I can tell you is that some individuals will refuse to understand and therefore hate on Anktiva and $IBRX all the way up"  
[X Link](https://x.com/boring_invest/status/2022638240789115087)  2026-02-14T11:45Z [---] followers, [----] engagements


"$IBRX - Some analysts are expecting revenue to hit $200m+ in [----]. Let me emphasise the + here. So many variables in [----] that can significantly shoot revenue way past $200m. I personally land at $342m for the full year of [----] which very well could be conservative"  
[X Link](https://x.com/boring_invest/status/2022875786450210910)  2026-02-15T03:29Z [---] followers, [----] engagements


"$IBRX starting and ending the year at number [--] HERE ARE THE TOP PERFORMERS OF [----] ($5B+) [--]. $IBRX +194 [--]. $SNDK +127% [--]. $TWST +52% [--]. $RGC +52% [--]. $WDC +50% [--]. $BE +42% [--]. $DOCN +39% [--]. $AMAT +32% [--]. $MU +31% [--]. $AEHR +30% [--]. $ENPH +29% [--]. $ON +28% [--]. $LRCX +27% [--]. $NXT +26% [--]. $APLD +26% HERE ARE THE TOP PERFORMERS OF [----] ($5B+) [--]. $IBRX +194 [--]. $SNDK +127% [--]. $TWST +52% [--]. $RGC +52% [--]. $WDC +50% [--]. $BE +42% [--]. $DOCN +39% [--]. $AMAT +32% [--]. $MU +31% [--]. $AEHR +30% [--]. $ENPH +29% [--]. $ON +28% [--]. $LRCX +27% [--]. $NXT +26% [--]. $APLD +26%"  
[X Link](https://x.com/boring_invest/status/2023004615281873403)  2026-02-15T12:01Z [---] followers, [----] engagements


"RT @DavidDin: $IBRX It was clear to me early on that Anktiva is so much more than just the drug that cures cancer. Its most likely some"  
[X Link](https://x.com/boring_invest/status/2023392786641551365)  2026-02-16T13:43Z [---] followers, [--] engagements


"I haven't looked much into $ONDS but from the little I have I wonder if they'll ever try to acquire Norway's RadioNor or perhaps sign a preferred provider deal. Seems like an important piece considering what $ONDS is building through their vertical integration strategy. $ONDS have the cash for it. Would love to hear some expert takes"  
[X Link](https://x.com/boring_invest/status/2022619663872741804)  2026-02-14T10:31Z [---] followers, [---] engagements


"The better I understand Anktiva the more baffled I am as to why it isn't more available. The more I understand the company the more baffled I am to why $IBRX isn't at $40+ already"  
[X Link](https://x.com/boring_invest/status/2022627540255604863)  2026-02-14T11:02Z [---] followers, [----] engagements


"RT @Umbisam: $IBRX"  
[X Link](https://x.com/boring_invest/status/2023346920337653765)  2026-02-16T10:41Z [---] followers, [--] engagements


"RT @LoriMills4CA42: Pray for [--] year old Braelyn today as she has post surgery brain scan. She needs a shot at life and healing with #ANKT"  
[X Link](https://x.com/boring_invest/status/2023466248189981154)  2026-02-16T18:35Z [---] followers, [--] engagements


"Some analyst estimates place $IBRX at around a $20 dollar fair value. Personally I think theyre underestimating future growth rates and that fair value should be higher"  
[X Link](https://x.com/boring_invest/status/2016384291064905943)  2026-01-28T05:34Z [---] followers, [----] engagements


"Lets play around with some $IBRX math: Operating Expenses per quarter - $75M - $85M Non-cash & cash interest expenses per quarter $12-$15M Total low end $87M Total high end $100M Margins 95% Revenue growth rate 30-35% (Im including a Saudi spike) $87M + $100M / [--] = $935M. $935M / [----] $9842M $9842M in revenue per quarter needed to turn net income profitable. Revenue using 30% growth rate: Q1 [----] = $4979M Q2 [----] = $6472M Q3 [----] = $8414M Q4 [----] = $10938M - above target Revenue using 35% growth rate Q1 [----] = $517M Q2 [----] = $6980M Q3 [----] = $9423M - close to target of $98M Q4 [----] = $1272M"  
[X Link](https://x.com/boring_invest/status/2016411980450730053)  2026-01-28T07:24Z [---] followers, [----] engagements


"@fancy_financier @DeepDive_KR The concept of The Boring Investor will hopefully over time grow more and more ironic🤣"  
[X Link](https://x.com/boring_invest/status/2016419202333351940)  2026-01-28T07:52Z [---] followers, [---] engagements


"The insurance companies are willing to pay the price cause its cheaper than the alternatives like surgery and life long care. Out of pocket costs should be low in most instances due to the ImmunityBio care program patient assistant program and the fact that Anktiva is covered by most major plans. IBRX is growing through access to their treatments and they have built a massive access infrastructure that will cover most patients. Just run my answer through grok to expand on this if youd like"  
[X Link](https://x.com/boring_invest/status/2016430421735834101)  2026-01-28T08:37Z [---] followers, [---] engagements


"@HowieTan88 Awesome. I haven't actually reached so far to study their expansion into Asia but will get on it soon. Sounds interesting"  
[X Link](https://x.com/boring_invest/status/2016431623357792673)  2026-01-28T08:42Z [---] followers, [---] engagements


"I cant actually edit the post. It seems like you have a longer context window having followed this company longer than I have. If they havent kept prior promises regarding the timeline then certainly thats something we need to watch out for. Lets see if we get more clarity after the FDA pre inspection. Trying to get up to date on this now. Thanks for highlighting"  
[X Link](https://x.com/boring_invest/status/2016452381454844136)  2026-01-28T10:04Z [---] followers, [--] engagements


"@oshea9_harry @fancy_financier @DeepDive_KR I see theyre hiring an HR director for Dunkirk listed Jan 22"  
[X Link](https://x.com/boring_invest/status/2016453054061756658)  2026-01-28T10:07Z [---] followers, [--] engagements


"@oshea9_harry @fancy_financier @DeepDive_KR I mean there is a learning curve. I discovered the company some weeks ago. I wont know every single angle overnight. Its a process isnt it I have to pick and choose what to study everyday to EVENTUALLY cover most angles"  
[X Link](https://x.com/boring_invest/status/2016458242566832625)  2026-01-28T10:28Z [---] followers, [--] engagements


"Great post. I've received a great question about market crashes and what I'm doing to prepare for potential corrections or bear markets. I've been getting this question a lot lately and I think many people are worried about the current macro situation. With tensions rising around I've received a great question about market crashes and what I'm doing to prepare for potential corrections or bear markets. I've been getting this question a lot lately and I think many people are worried about the current macro situation. With tensions rising around"  
[X Link](https://x.com/boring_invest/status/2016468175706357989)  2026-01-28T11:07Z [---] followers, [----] engagements


"Great and informative Reddit post on $IBRX. @HowieTan88 @boring_invest This might help a little https://t.co/SWzSsklDER The Subreddit has lots of people doing random posts but this will give you an overview @HowieTan88 @boring_invest This might help a little https://t.co/SWzSsklDER The Subreddit has lots of people doing random posts but this will give you an overview"  
[X Link](https://x.com/boring_invest/status/2016765004511658345)  2026-01-29T06:47Z [---] followers, [----] engagements


"$IBRX - Im highly motivated about the fact that shorts are about to get stir fried. Being short a breakthrough company that is vastly going benefit mankind should have consequences. The market is about to give them just that"  
[X Link](https://x.com/boring_invest/status/2016782285262205148)  2026-01-29T07:55Z [---] followers, [----] engagements


"$IBRX ImmunityBio TV commercial https://www.ispot.tv/ad/gZoi/immunitybio-immune-system-activation https://www.ispot.tv/ad/gZoi/immunitybio-immune-system-activation"  
[X Link](https://x.com/boring_invest/status/2016815569425809762)  2026-01-29T10:07Z [---] followers, [----] engagements


"$IBRX - I mean. look at these people. Not even considering the plenty of other factors that make me bullish on ImmunityBio the fact that they're represented here should make it a $20+ stock"  
[X Link](https://x.com/boring_invest/status/2016831773746090488)  2026-01-29T11:12Z [---] followers, [----] engagements


"The tanking US dollar adds another element to my portfolio that I have to think about as a European. Some of the stock gains are offset by the dollar weakening"  
[X Link](https://x.com/boring_invest/status/2017077388224712957)  2026-01-30T03:28Z [---] followers, [---] engagements


"I see many $IBRX investors have also done well on $IREN and $ASTS in the past. Investors of two of the very best performing stocks over the last years are now united over $IBRX and see the light on that one. Good sign"  
[X Link](https://x.com/boring_invest/status/2017161850388168925)  2026-01-30T09:03Z [---] followers, [----] engagements


"Asymmetry stories like $IBRX tend to require a fair bit of research to understand. That research is the barrier you have to pass to see what the market doesnt. If it was obvious and didnt require anyone to dig below the surface it wouldnt be undervalued in the first place"  
[X Link](https://x.com/boring_invest/status/2017252758458708306)  2026-01-30T15:05Z [---] followers, [----] engagements


""Who mainly focus on bladder cancer." Its narratives like these that allow us to buy $IBRX while its still severely undervalued. ImmunityBio is about so much more than bladder cancer. Its a platform in the making touching so many areas of healthcare. I have half a million dollars invested in @IovanceBio $IOVA. There is far better upside potential than $IBRX which mainly focuses on bladder cancer. Iovance reported best-in-class NSCLC data (non-small cell lung cancer) https://t.co/Vk1vaw1rSX I have half a million dollars invested in @IovanceBio $IOVA. There is far better upside potential than"  
[X Link](https://x.com/boring_invest/status/2017253481514738175)  2026-01-30T15:08Z [---] followers, [----] engagements


"Investing is truly the best career choice for people who like to evolve with time. It requires you to learn think new and challenge your beliefs as you go. Youll get know things youd never set out to learn intentionally sometimes across many different fields. Making you highly relatable for so many professionals. https://twitter.com/i/web/status/2017257135210643491 https://twitter.com/i/web/status/2017257135210643491"  
[X Link](https://x.com/boring_invest/status/2017257135210643491)  2026-01-30T15:22Z [---] followers, [---] engagements


"For example I never planned to invest in BioTech. Then I read about $IBRX and couldnt resist. It just made too much sense. Especially thanks to learning from specialised people who are able to see the big picture"  
[X Link](https://x.com/boring_invest/status/2017257139463721061)  2026-01-30T15:22Z [---] followers, [---] engagements


"@Akalikoo Im highly illiquid but thanks for the reminder 😂"  
[X Link](https://x.com/boring_invest/status/2017258110625493292)  2026-01-30T15:26Z [---] followers, [--] engagements


"The returns have been so extraordinary that I struggle to understand that weve largely been in a risk off market. Safe-haven assets Bitcoin and the Mag7 have gained dominance relative to the rest for the last couple of years. Still theres been plenty of opportunities to find outside of them. So just imagine how well the small cap and mid cap winners of the last couple of years like $IREN and $ASTS will perform when were fully risk on. When it flips. When small caps and mid caps gain dominance. https://twitter.com/i/web/status/2017472577078509872"  
[X Link](https://x.com/boring_invest/status/2017472577078509872)  2026-01-31T05:38Z [---] followers, [---] engagements


"If the last couple of weeks in AI have proven anything its that Dan Roberts is right. The digital world is scaling much much faster than the physical world. Bullish $IREN"  
[X Link](https://x.com/boring_invest/status/2017475884178128975)  2026-01-31T05:51Z [---] followers, [---] engagements


"$IBRX - Q: "What stands out when analysing the managements past" Gemini response: When looking at the management track record for ImmunityBio (IBRX) the standout factor is a rare combination of "serial exit" experience and heavy-hitting institutional/political connections. The team isn't just a group of scientists; its a collection of people who have previously built billion-dollar pharmaceutical engines and navigated high-level global crises. Here are the specific elements of their prior workings that stand out: [--]. Dr. Patrick Soon-Shiong: The "Abraxane" Blueprint The Executive Chairmans"  
[X Link](https://x.com/boring_invest/status/2017493985263292520)  2026-01-31T07:03Z [---] followers, [----] engagements


"$IBRX - Exciting day today with findings from recurrent glioblastoma phase [--] trial. Some investor confusion last week caused by the statistical language used in the update - which was a really positive one. Company has done well to clarify since and today will be a good day to expand on it. https://twitter.com/i/web/status/2017497094337233349 https://twitter.com/i/web/status/2017497094337233349"  
[X Link](https://x.com/boring_invest/status/2017497094337233349)  2026-01-31T07:16Z [---] followers, [----] engagements


"Lifestyle in Southeast Asia: Wake up. Jog to surf spot. Surf. Read up on $IREN and $IBRX. Eat cheap and clean food. Lots of fresh fruit. Pre market open. Tweet some. Market open. Read some"  
[X Link](https://x.com/boring_invest/status/2017531298370490828)  2026-01-31T09:32Z [---] followers, [----] engagements


"$IBRX - New Job Listing"  
[X Link](https://x.com/boring_invest/status/2017614762746778003)  2026-01-31T15:03Z [---] followers, [----] engagements


"$IBRX - 38% success rate on last weeks poll. Highest so far. Where do we think $IBRX closes next Friday $3-5 $5-7 $9+ $7-9 $3-5 $5-7 $9+ $7-9"  
[X Link](https://x.com/boring_invest/status/2017837450715140536)  2026-02-01T05:48Z [---] followers, [----] engagements


"@LexLiberty76 Whats the story here Although Im not surprised"  
[X Link](https://x.com/boring_invest/status/2017837673994699095)  2026-02-01T05:49Z [---] followers, [--] engagements


"Yep and it 100% corresponds to sentiment on X. Lots of the people who were vocal when we were pushing for ATHs arent here anymore. Long term oriented investors and institutions the ones paying attention at the moment. $IBRX @aiApotheosis Stripping out delta hedging I've noticed organic buying of IBRX shares steadily increasing. Meanwhile Google Trends and Reddit activity have dipped. My [--] cents: This points to a very positive institutional accumulation trend after the recent pump-and-dump cycle $IBRX @aiApotheosis Stripping out delta hedging I've noticed organic buying of IBRX shares steadily"  
[X Link](https://x.com/boring_invest/status/2017839634001367287)  2026-02-01T05:57Z [---] followers, [----] engagements


"@seahorse_anton Thailand But yes fresh fruit is so expensive too elsewhere"  
[X Link](https://x.com/boring_invest/status/2017852292637270475)  2026-02-01T06:47Z [---] followers, [--] engagements


"$IBRX is so criminally undervalued and overlooked by the market. Fair value has such a head start. So if we do get a violent short squeeze I don't think the fundamentally derived fair value will lag much behind potentially softening a drop off that typically occurs from such explosive price movements. It really is a once in a lifetime set-up. https://twitter.com/i/web/status/2017880038948192480 https://twitter.com/i/web/status/2017880038948192480"  
[X Link](https://x.com/boring_invest/status/2017880038948192480)  2026-02-01T08:37Z [---] followers, [----] engagements


"$IBRX - Institutions and insiders won't sell on a random Tuesday. This short squeeze is up to retail investors. My feeling here is that most see a long term vision for $IBRX meaning retail is possibly diamond handing this. It also helps that average price targets are above $10 dollars where shorts are in deep trouble. Longs are in a great position and hold the cards. https://twitter.com/i/web/status/2017892805046312962 https://twitter.com/i/web/status/2017892805046312962"  
[X Link](https://x.com/boring_invest/status/2017892805046312962)  2026-02-01T09:28Z [---] followers, [----] engagements


"The Boring Investors Office"  
[X Link](https://x.com/boring_invest/status/2018565903307419934)  2026-02-03T06:03Z [---] followers, [---] engagements


"$PATH and $HIMS are getting ridiculously cheap. Im not sure its over but in the long run these prices are a steal regardless"  
[X Link](https://x.com/boring_invest/status/2018716991394111634)  2026-02-03T16:03Z [---] followers, [---] engagements


"Its the orchestration layer thats valuable. Combining humans RPA and AI agents (regardless of model) within the context of an enterprise. $PATH brings the coordination governance and the end to end process logic. Claude getting better is good for $PATH. Cause its plugged into the whole system. They are complimenting each other. https://twitter.com/i/web/status/2018730924079526062 https://twitter.com/i/web/status/2018730924079526062"  
[X Link](https://x.com/boring_invest/status/2018730924079526062)  2026-02-03T16:58Z [---] followers, [---] engagements


"$IREN - The sellers today were the ones who were going to sell on deal announcement anyways. Their thesis broke when a deal looked less likely to be announced in the short term. Whether they sold today or after a deal announcement wouldnt really matter. Long term investors remain unaffected. Now we can at least say that a deal is less priced in. https://twitter.com/i/web/status/2019094408814293242 https://twitter.com/i/web/status/2019094408814293242"  
[X Link](https://x.com/boring_invest/status/2019094408814293242)  2026-02-04T17:03Z [---] followers, [----] engagements


"None of my positions have a stop loss. The thesis leading up to a decision to buy a company doesnt break because the stock price wicks down. I actually feel safer NOT having a stop loss. I dont wanna get wicked out of a great company. I make sure my thesis is rock solid then I sit on my hands for years. The simplest strategy on paper but in practice doing nothing is one of the hardest things you can do. Especially in a world that always wants you to react. Doing nothing requires you to shut down every impulsive thoughts you might get. It can also be incredibly boring. Its boring until your"  
[X Link](https://x.com/boring_invest/status/2019120368808784280)  2026-02-04T18:46Z [---] followers, [----] engagements


"Great points by Dulce and Butcher $IREN @litigious_dulce makes a great point 👇 $btc ⛏ may be whats holding back many institutions from owning $iren and at this point assuming cash cost of $40k you are making roughly $35k per $btc which results in $15-20m of cash flow per month which may cover expenses but https://t.co/nnLJphleoI @litigious_dulce makes a great point 👇 $btc ⛏ may be whats holding back many institutions from owning $iren and at this point assuming cash cost of $40k you are making roughly $35k per $btc which results in $15-20m of cash flow per month which may cover expenses but"  
[X Link](https://x.com/boring_invest/status/2019329374026362999)  2026-02-05T08:36Z [---] followers, [---] engagements


"So basically if the inverse Cramer logic holds $IREN and $NBIS is going to double and then double again. $IREN $NBIS Cramer " These stocks can be halved and then halved again" $IREN $NBIS Cramer " These stocks can be halved and then halved again""  
[X Link](https://x.com/boring_invest/status/2019334309929496863)  2026-02-05T08:56Z [---] followers, [----] engagements


"@SaiseiInvesting Thats exactly what I did too🤣"  
[X Link](https://x.com/boring_invest/status/2019342552156303612)  2026-02-05T09:29Z [---] followers, [--] engagements


"$IREN - After the earnings report yesterday at least we can start to be forward looking again and start thinking about the big picture. The market focused on deal vs no deal to a large degree over the last month. Pre-market action suggests maybe the market is starting to calculate their ability to actually print data centers and energize them. Things that develop from year to year and not quarter to quarter. This is a marathon and not a sprint. Everyone knows a deal is coming soon. https://twitter.com/i/web/status/2019728389796696425 https://twitter.com/i/web/status/2019728389796696425"  
[X Link](https://x.com/boring_invest/status/2019728389796696425)  2026-02-06T11:02Z [---] followers, [---] engagements


"I asked Gemini a question about $IREN and need to share the response: Q: Securing [----] acres like $IREN just did how hard is that in this current climate who else could pull that off A: In the [----] market climate securing [----] acres of contiguous land with a secured [---] GW power interconnection is an feat that few realize the true difficulty of. To put it bluntly: it is no longer just a real estate transaction; it is a "strategic resource grab" that resembles a military-scale operation. Here is why your thesis about IREN being a "data center printer" is validated by the difficulty of this"  
[X Link](https://x.com/boring_invest/status/2019752731515445665)  2026-02-06T12:39Z [---] followers, [---] engagements


"$IREN haters how do you like that V-shape recovery"  
[X Link](https://x.com/boring_invest/status/2019823597485977831)  2026-02-06T17:20Z [---] followers, [---] engagements


"$IREN up 54% from the lows of yesterday. Smart money was active in other words. And dumb money gave them their shares. It happens"  
[X Link](https://x.com/boring_invest/status/2019828813891522845)  2026-02-06T17:41Z [---] followers, [---] engagements

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