My Portfolio / Every company I’ve owned /
$IREN · Iris Energy
My position since Aug 2025 · 1 buy · still held · AI / Cloud
What the pick did
1.4×
The stock in pounds, while I held it; 1.4× in dollars
S&P 500, same time1.2×
What my money did
1.4×
Pounds back (sold, still held and dividends) for every pound in, after costs
Still held · all of the money in1.4×
S&P 500, same buys and sells1.2×
Every decision
- 19 August 2025Bought
Bitcoin mining pivoting to AI data centres. Raising debt to grow. High gross margin on capex investments. Track using Revenue per MW or per GPU
On the podcast and in writing
In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.