mauro's Discussions - Simply Wall St

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mauro

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IREN·8 months agoIREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

Yeah, have a look at my latest narrative update, I talk about that as something that's now being solidified. When I wrote the original narrative, at first AI expansion seemed like some PR gimmick to ride the AI hype, but I've changed my mind since then.

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CRWD·11 months ago Long Tail Optionality In Cybercrime Will Benefit CrowdStrike And Deliver Revenue Growth

check things like: future margin, future PE and Discount Rate in other inputs and calculations of the valuator. They can have a big impact even if your revenue growth rate is the same.

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