Just did the unthinkable. I sold most of my $NVDA I've held for years and swapped into $IREN. In my view, $IREN is an even better way to play the same underlining hypothesis: a meteoric rise of "AI factories". The earnings call last night tells me $IREN is onto something bigger than anyone expects - It's as if they struggle to credibly convey the magnitude of the opportunity they see in front of the company. It's almost too good to be true. IMO, the market still does not appreciate what we're seeing here. $IREN has not yet shaken its label as a bitcoin miner. My broker laughed at me when I made the swap. Perfect. We are still early. NFA.