$IREN - A new week. A new month. Last month was easily the craziest month I've experienced since I started investing, and it's still unfolding. We saw one of the biggest AI-focused investors forced to liquidate after using too much leverage, which created selling pressure across a number of AI stocks. South Korea also saw heavy selling in memory stocks as leveraged positions were unwound, putting even more pressure on the memory names. It felt like almost every day there was another reason for AI stocks to sell off. My portfolio got caught up in that as well, so naturally I was paying even closer attention to the earnings calls to see whether anything had actually changed. What I came away with was the complete opposite. Amazon increased its 2026 capital expenditure guidance to $220 bi
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