@FransBakker9812 FransBakker9812

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

FransBakker9812 is overwhelmingly focused on AI data-center power and neocloud capacity, with IREN as the clear center of gravity. His distinctive read is that secured power, GPU timing, and monetization deals matter more than near-term price action or dilution fears, while NBIS/BE is framed as operationally promising but permit-sensitive. The only explicit fresh directional trade is adding KRKNF next week, while disclosed positions include starting PRIM, adding UAMY, holding STUB risk reversals, and hanging on to IREN.

Conviction intensified around IREN through repeated operational checks, GPU timing discussion, NVDA deal expectations, and pushback against bearish dilution framing. The author added or started smaller disclosed longs in PRIM and UAMY, held STUB risk reversals, stayed with IREN, and ended the window with an explicit plan to add KRKNF. Concentration is high in IREN, creating pump-risk around a single neocloud capacity thesis, while NBIS/BE is more mixed due to permit and MSFT tranche concerns.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.