Investing Simplified - Professor G 对 $IREN 的判断变化

2026-08-29看涨
🚨 MAJOR Market Update (for all serious investors)
IREN是一个看涨的长期投资标的,因为AI基础设施的论点(微软/英伟达合同)正在加强,尽管存在短期盈利风险。

第二,我昨天买入的最重仓的股票是在他们财报发布之后,他们的财报非常糟糕,所以股价隔夜大幅下跌,周五早上又跌得更多。所以周四当我看到盘后下跌时,我告诉我的学校小组,只要价格达到我告诉他们的价格,我周五早上就会买入。

结果开盘价正好在我说的价位,然后进一步下跌。所以我昨天实际上买了两次,很高兴看到我的学校小组中的很多人都有准备,那些做了研究并认为这适合他们投资组合的人也买入了。我认为从长远来看,这将是一个非常不错的投资。

Number two, the heaviest stock that I bought yesterday happened right after their earnings report, and they had terrible earnings, and so the stock dropped a bunch overnight, and dropped even more the next morning, on Friday morning. And so I told my school group on Thursday, when I saw that drop after hours, that on Friday morning, I'd be buying as long as the price was at the price that I told them. And it actually opened up right at what I said, and then dropped even further. So I actually bought twice yesterday, and it was cool to see a lot of my school group was prepared, and those of them that did the research and thought that that was good for their portfolio, bought in as well. And I think long-term, this is going to be a very good play.