Jane Street has just taken a massive position in $IREN.


One of the sharpest trading firms on the planet is currently holding:
• 15.8 million call options → ~$543 million
• 12 million put options
• 2.85 million common shares
The "extremely optimistic" trend with call options dominating the rest.
Total notional value exceeds $1 billion.
This is also the smart money heavily investing in CoreWeave… but clearly they are shifting towards listed companies with real strength and execution capability, such as $IREN , as NVIDIA's AI Factory buildout accelerates.
I already have a position and bought more when the price recently dipped.
This is precisely the asymmetric institutional capital that has had the strongest impact on my portfolio from 0 pounds to 450,000 pounds.
What do you think of this 13F report?
Optimistic or just risk mitigation?
{alpha}(560x8fd70ee385f470c8d6fda2d93a4e49c849bac6a6)
IREN-9.27%
CRWV-6.12%
NVDA-4.36%
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