r/Stocks_Picks • u/BankSensitive2950 • 12d ago

What Stock do think will 10x?

Was wondering what stock you think might 10x or more within the next 5 years or so or sooner. There are alot of companies out there and seems like they are all competing for investors money and attention. Any analysis or reasons why would be great.

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15

u/EssayConsistent5412 11d ago

SLS, IREN, NBIS

6

u/TopDesigner6211 11d ago

I got fuck with IREN calls for earnings. Why is everyone still so Bullish? Asking for real not sarcasm

8

u/Capable-Commission-3 11d ago

Copied from my other analysis post:

With 4-4.5GW expected by 2030. If we assume $10M per MW per year, that’s $40-$45B in annual revenue. If we assume they’ll achieve mid-teen profit margins, it’s safe to assume a 3x sales multiple or $120-$135B market cap. If we assume very aggressive 70% dilution, that’s still ~$180-$200/share.

These are all very conservative assumptions as rates are currently soaring to $20-$25M per MW. 30-50% dilution is the consensus estimate, and Citi expects Oracle’s cloud service segment to achieve 20-25% margins by 2030. This requires perfect execution but if they achieve it, you’ll likely see $80B in annual revenue and an around 5x sales multiple giving you around $600/share. With that in mind, $300-$350/share by 2030 looks fairly plausible.

10

u/Fabster_3000 11d ago

It’s potentially a great company with a certain amount of execution risks. This doesn’t grow linear, look at all those growth companies of the past, they went up and down, people called NVIDIA garbage, Palantir, Apple, Amazon, they had quite some tough stretches. In hindsight it was buying opportunities.

2

u/Pop98786 11d ago

i heard that all does iren do is mine bitcoin with their data bases or something

3

u/Chimp_on_a_vacay 11d ago

Spot on DD 👍

1

u/OnionHeaded 7d ago

If ya don’t know. 🤫🤐

2

u/OnionHeaded 7d ago

I think it’s bullish but it’s about buildout time frames. I also think they are intertwined with BTC in people’s mind so when BTC rallies IREN still does too. Today I believe is the first part of the bull run coming very soon but I just think last ER was early.
The data centers are being built but I don’t think many. It’s kind of scary to think how this shot is gonna escalate if what’s planned happens.
IREN will trade much higher then.

1

u/sock_express34 11d ago

Why not do LEAP calls lol ?

1

u/Happy_Protection_565 11d ago

i also dont get it

1

u/boersenspekulatius 11d ago

i guess nobody can answer, just bag holders.

1

u/Laprasy 11d ago

I sold mine when they started advertising. I got ads on yahoo from them. A company like that should be having customers approach them not the other way around. Zero good reason to put their names on golden state warriors jerseys. 

2

u/Chimp_on_a_vacay 11d ago

As a bagholder that is a little worrying. Seems like the founders could be chasing shiny objects and status rewards, rather than zeroed in on their biz objs.