Kevin Xu reports a successful swing trade on IREN, selling approximately 1,000 shares at $61.85 for a 92% gain after entry near $32. Sentiment is bearish for BOT (Robostrategy, Inc.), which recently dropped 21% to $28.36 and is cited as trading at 4x its Net Asset Value (NAV) with a $2 billion equity financing facility. The post also mentions NBIS as a competitor securing hyperscaler deals and Unitree as a humanoid maker preparing for an IPO at a $6 billion valuation.