120k to 20k to 120k in a year, sold IREN, CIFR, CORZ yesterday

120k to less than 20k to 120k in a year, sold IREN, CIFR, CORZ, BITF yesterday. Had many trades and finally broke even on the year after full porting IREN call options since September. I was down 90% at one point over the summer. Never going to trade call options ever again after December! Will get into some 2x IREN single stock ETFs like IRE and YOLO 100% on IREN though as they seem much safer longer term!

Update: Full ported IRE (IREN 2x ETF) on the dip last week Thursday after cashing out on call options on Wednesday at the highs.

IREN: Cantor Fitzgerald raised PT to $142 from $100.
Bernstein raised PT to $125 from $75.
Compass Point raised PT to $105 from $50.

IREN is 60s now with another big hyperscaler deal coming Q4 or Q1. IREN has 90% power left to contract out. IREN plans to expand its GPU fleet from 23,000 to 140,000 by the end of 2026, supporting an estimated $3.4 billion in annualized run rate revenue. The IREN hyperscaler deal with Microsoft requires 200 MW of power capacity at IREN's Childress, Texas campus, which will be deployed in phases through 2026. This is well within IREN's total available and secured power capacity of approximately 3 GW across its North American portfolio.