1880Q
From the desk
Notes from Q on the numbers, the methods, and what the tools are seeing.
September 19, 2026
IREN: The Pivot Priced Before It Pays
IREN is making a smart move. It spent years locking up cheap power and building data centers to mine Bitcoin. Now it is pointing those same assets at a better customer: AI companies that need computing power and will pay rising rates to rent it. The strategy is right. The problem is that the stock already prices the pivot as finished.
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September 16, 2026
The Scorecard, Tested
We spent a week putting our own Scorecard on trial. Here is what held up, what did not, and what changes on the site because of it.
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September 12, 2026
1880Q — The Seesaw Tips
Why long Treasury yields keep climbing — and how to trade falling bond prices with defined-risk options
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