What's the Investing Chance Based on the Following News?
Hello everyone! Today i want to share some trading ideas with you!
1
IREN went from $9.7M per MW with Microsoft and $11.3M with Nvidia on 5 year terms to $20M+ on recent 3 year deals showing how aggressively shorter duration AI capacity is repricing.
Annualized contract value across the AI infra stack
• $IREN Ltd(IREN)$ ~$2.6B across $Microsoft(MSFT)$ + $NVIDIA(NVDA)$
• $NEBIUS(NBIS)$ ~$5.9B across $Microsoft(MSFT)$ + $Meta Platforms, Inc.(META)$
• $CoreWeave, Inc.(CRWV)$ ~$7.8B across $Meta Platforms, Inc.(META)$ + OpenAI
• $Amazon.com(AMZN)$ >$10B with Anthropic
• $SpaceX(SPCX)$ ~$15B with Anthropic
That gap between pricing and scale is what makes IREN so interesting since its already getting some of the best pricing per MW while carrying one of the smallest contract books leaving a lot more room to pair that pricing with scale even if corporate governance issues remain a real caveat.
2
THE SPECTRUM WAR THAT WILL CONNECT YOUR PHONE TO SPACE
The satellite to phone race ultimately comes down to who controls spectrum that can actually reach the phones already in our pockets:
• $AST SpaceMobile, Inc.(ASTS)$ wins on phone compatibility today
• $SpaceX(SPCX)$ is building toward greater spectrum ownership
• $Amazon.com(AMZN)$ (Globalstar) owns spectrum with future handset optionality
• $Rocket Lab USA, Inc.(RKLB)$ (Iridium) brings an established L band network, millions of subscribers and recurring revenue
Same opportunity but four very different ways to build an advantage.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
