$IREN Ltd(IREN)$ ok been holding off investing in this stock, because it was a bitcoin miner. I know many of you are huge fans of bitcoin but for me, I just don't have the conviction in bitcoin. We can just agree to disagree.

But Iren sold it's bitcoin as it was mined, and they have used that revenue to build moat worthy data centers. Now they are switching out their bitcoin infrastructure and replacing it with $NVIDIA(NVDA)$ Gpu's big time. So its a massive AI play, where demand outstrips supply almost 10 to one, when you consider they have brought the land already, built the buildings, and are building more as i wright. Have moat worthy cheap renewable energy supplies locked in. And a very impressive management team. In my humble opinion.

So if you have followed me for a while, or read my previous articles, you will know I was crazy on $Rocket Lab USA, Inc.(RKLB)$ about 18 months ago. My dca is um $4.32 On rocket lab. $AST SpaceMobile, Inc.(ASTS)$ got in at around $25, $Palantir Technologies Inc.(PLTR)$ $69 ish. I felt seriously late on palantir, but didn't get them. Rule # 1 don't ever invest in something you don't understand.

So I brought a few shares in Iren just over a week ago, at $57, when I first looked at it it was around $14.50. Today I believe it was pushing $70. So is it too late?  

Well was I late on palantir? Yes but it's more than doubled. but I'm just sharing my wins short term on Iren today. 

So back to convictions. All the stocks I have mentioned in this post, well everything tells me personally I need to buy more. But one in particular, rocket lab... I can't. It's gone up so much that it represented too much of my portfolio. So I needed to find others. Iren is now the stock that I have the conviction in. To do what I did with rocket lab. 

Research iren, make up your own mind. I think there mite be more buying opportunities as the bitcoin fanboys leave. Problem is, AI fanboys will drive it up.

So how do I play this one? Easy... I'll just dca it weekly

@MojoStellar @TigerWire @TigerTrade