Red days like this are where positioning gets separated from conviction.
$IREN Ltd(IREN)$ -5%
$NEBIUS(NBIS)$ -6.5%
$Cipher Mining Inc.(CIFR)$ -6.5%
$Soluna Holdings, Inc.(SLNH)$ -8%
$Applied Optoelectronics(AAOI)$ -7%
Nothing about the underlying demand story has really changed - data center buildout is still accelerating, cloud compute demand is still expanding, and silicon + infrastructure needs are still structurally rising.
Next alert dropping soon. If notifications are off, you’ll likely see it after the move is already done.
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