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← @matiasscalbi

$IREN

BEARISH2026-10-07
Price around the call
↓ 2026-10-07
By horizonMaturing · ~7 trading days to go
1d
✓ -2.1%
5d
✓ -14.6%
21d
…
Original post
Matias Scalbi · 2026-10-07

🔥 $IREN CAYÓ FUERTE TRAS LAS CRÍTICAS DE SEMIANALYSIS. ¿CAMBIÓ LA TESIS? Tener energía y GPUs no alcanza para operar una nube de IA confiable. Te explico qué cuestionaron, dónde sigo viendo potencial y qué tiene que demostrar Tengo posición en IREN y justamente por eso me parece importante mirar las críticas de frente, no descartarlas porque incomodan Hay una diferencia enorme entre encontrar una oportunidad en una caída y defender una empresa solamente porque la tenemos en cartera, vamos a ver el detalle de todo QUÉ PASÓ La acción llegó a caer más de 6% durante la rueda después de las publicaciones de SemiAnalysis. El foco estuvo en Prince George y Mackenzie, dos centros de datos de IREN en Canadá donde la firma menciona cortes de energía de varios días, fallas de almacenamiento y p

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