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![vasilist Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::18869558.png) ClassicButcher [@vasilist](/creator/twitter/vasilist) on x 1088 followers
Created: 2025-07-20 06:41:11 UTC

Watchlist : notes on $NBIS - $IREN

$NBIS excels in Al-focused infrastructure, partnerships, and sustainability, while SIREN benefits from profitability, dual revenue streams, and low-cost power. $IREN's positive EPS gives it a financial edge, but $NBIS's scale and cash reserves support larger ambitions.

Both face negative FCF due to high capex, but $NBIS's higher valuation and deeper losses raise greater concerns. $IREN's debt load is a risk, while $NBIS's thin trading volume adds volatility.

Both are well-positioned for Al market growth, with $NBIS leveraging Nvidia partnerships and SIREN capitalizing on Bitcoin and Al synergy.
$NBIS's global expansion contrasts with $IREN's focus on North America.

$NBIS faces stiffer competition from hyperscalers, while $IREN's Bitcoin reliance adds unique volatility. 

Both must navigate execution risks in scaling next-gen GPU infrastructure.

Mgmt teams of both companies are over delivering, and under promising. #Ai #GrowthStocks

![](https://pbs.twimg.com/media/GwSAnu6WgAEscqm.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946822679841095864/c:line.svg)

**Related Topics**
[sustainability](/topic/sustainability)
[iren](/topic/iren)
[losses](/topic/losses)
[$nbiss](/topic/$nbiss)
[eps](/topic/eps)
[$irens](/topic/$irens)
[$nbis](/topic/$nbis)
[$iren](/topic/$iren)

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