Citrini ditches NBIS short for IREN as AI compute stock battle heats up
kevinsxu · x · 2026-11-08
Citrini backed out of its short on Nebius (NBIS), replacing it with a short on IREN. Trader kevinsxu, who earlier proposed taking the long-ORCL/short-NBIS side for two years, says he may still execute the trade and expects it to be profitable — signaling deepening disagreement over AI compute stocks.
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