Bittractor

@perry_lin1 @ChrisHaupt5 @aron65 anthropic is more like grade b to c tenant, so 20-25 range? what if tenant is google this time, 25-30?

@ChrisHaupt5 @aron65 $5

$WULF Takeaways from last week’s management commentary: 1) KY lease guided by end of Q2 2) Cayuga to be leased in totality instead of stages, 300 MW+, site can accommodate add’l generation, power approval 3-6 months 3) Paul confident Morgantown, MD deal will close 4) BTC mining probably ending by year end

@JaguarAnalytics not yet

The most powerful Navy in the world cannot keep Strait of Hormuz open.

@Reformed_Trader Clarity act

Another day of US markets taking a hit and crypto not caring a bit. This is really telling to me that we can see a furious snap back higher. Timing is still tough but I have a hard time being bearish given this dynamic we're seeing in crypto

@DollarCostAvg between now - June will be accumulation phase

$CIFR ADDED. Not sure why the Drop. One of the Data center that has stopped $BTC mining and will be generating 600 Million revenue ARR and growing per day. ✅

@zriboua Controlling the Hormuz is part of phase 3 or 4? How far from that?

We're entering the next phase,... Buckle up.

@OakenshieldVGX @mikealfred @iTzAnthonyNap thats more based on 400m exit run rate, and 6.7% cap is quite conservative w/ no premiums for hyperscaler direct contracts.

@mikealfred @iTzAnthonyNap $20 PT KBW too bearish

@mikealfred 6.7% is a bit high for direct hyperscaler contracts

@cuichenghao So they can slash 60% discount when customers buy

近日，中国某新能源汽车发布新款，价格从65.8万直至130万起。多数网友不解，有人问，何德何能要此高价？里面的冰箱彩电大沙发镶黄金了吗？

BREAKING: ORACLE $ORCL & OPENAI END PLANS TO EXPAND THEIR TEXAS DATA CENTER SITE oh boy…not that surprising but all the chip names going red

@edge_of_power But US has to control Hormuz first.

The only "good" thing today is that probability of the rate cuts must lower after the weak job. But the market can look the other way - to the oil prices. And we another bloody day. TACO trade is closer than it seems After the war oil prices will fall dramatically and, taking into account midterms, the US might end up owning not only Venezuelan but Iranian oil.

@FlowbyBobby high delta play!

🐳whale buying $440k $CIFR 14 C 04/02/2026

@aron65 @edge_of_power @perry_lin1 Just read last er call

@edge_of_power Read @perry_lin1 post. Stop fear mongering.

‼️ $WULF CAN LOSE A NEW FACILITY A U.S. grid watchdog is pushing regulators to block the sale of a power plant in Maryland to $WULF, saying the electricity could end up being redirected to data centers at a time when the grid is already tight on supply. The concern is simple: power demand from data centers is exploding, and it’s already pushing electricity prices higher across the PJM regional grid. Officials are increasingly worried that large data centers could start competing with households and businesses for limited power. The issue came up after Monitoring Analytics, the independent market monitor for PJM, objected to the planned sale of the Morgantown power plant to TeraWulf. The facility currently produces around 200 megawatts of electricity, but its capacity could potentially be expanded to about 1,000 megawatts, which would be enough to power roughly 750,000 homes. What’s bothering regulators is that TeraWulf hasn’t said exactly who will use that electricity or how the power would flow through the broader PJM market.

@perry_lin1 Essentially, the grid operators are saying: "We hear what you promised your investors on the earnings call, but we need you to sign a legal document guaranteeing it before we approve the sale."

$WULF. Don’t let the headline confuse you regarding PJM’s Monitoring Analytics requesting FERC to reject the sale of the power plant. They just want clarity that $WULF will not remove generation from the market which they have no intention of doing. Worst case, the seller will amend or refile the application. “FERC should reject the proposed deal and require GenOn to refile its application to clarify that the Morgantown units would continue supplying the PJM market, according to the market monitor.”

@jiahanjimliu @growthrapidly More mockers and emotional ppl among NBIS community

@growthrapidly I post rebuttals but no hate.

Why does it feel like $NBIS investors on X hate $IREN investors, and vice versa?🤔

@matthew_sigel @RepzdaCanes @RHouseResearch @vaneck_us This guy mocks everything related to CIFR IREN, yet worships glxy crwv

@RepzdaCanes @RHouseResearch @vaneck_us 1) This is the $GLXY maxi who went unhinged when I dared to critique the company 2) Jim and I know each other 25+ years (even if he doesn't remember). All in good fun. 3) Check the vol and sharpe vs. other similar products, and full holdings list. I stand behind the returns.

This guy is one of the most mentally deranged people on X. Has been managing a <$60MM ETF for less than a year, but talks down to Jim Chanos and refers to Leopold Aschenbrenner as a rookie fund manager. Also LOL at the high beta comment when every name in his “ETF” is high beta. Peak delusion - who does he think he is? 🤣

@matthew_sigel Not mentioning BTM for TX sites

re $IREN ATM: >$CIFR on the last call emphasized that all construction at major sites is now fully funded through the $2B in senior notes >$CIFR even used a portion of those bond proceeds to reimburse $233M of prior equity investments >$CIFR has no plans to buy GPUs

@matthew_sigel Only partially priced in for near 700m NOI, 0% priced in for further deals and ERCOT approvals

@matthew_sigel @chainyoda Trump is putting pressure on banks

@chainyoda Senate version is trying to tighten conditions vs. what Genius Act (already passed) intended. I can understand why it's a red line for $COIN and many.

Clarity compromise hits impasse, White House source tells Reuters "Crypto companies have come around to that compromise, but banks have said they cannot support it, said two of the people. Banks still want to severely limit ​activities for which rewards can be issued, said a senior White House official. A banking industry source said lenders believe the activities allowed under the compromise could still trigger deposit flight."

@jiahanjimliu Gotcha, good point!

@user889889 Only if you have pre-built air-cooled DCs. IREN probably needs all it's financing capabilities on SW1 and then OKC and SW2 and that's on top of it's debt load for H1-4. Canada + H5-10 has to be capex efficient. Have to avoid being $CRWV somehow.

$IREN: Secures 50k B300 GPUs! For those who have been following, $IREN's personal bottleneck is GPU deliveries bottlenecked by HBM, not power or DC construction. Today's secured 50k B300 GPUs which is ~100MW of air cooled DC. Where Deployment? Childress as mentioned as one of the sites with air-cooled datacenter to host these: "IREN expects to deploy the additional GPUs in phases through H2 2026 across its existing air-cooled data centers in Mackenzie, British Columbia and Childress, Texas." Additionally IREN expects to purchase more and have "Existing data centers at Canal Flats and Childress provide capacity to support additional GPUs over time". This signifies that IREN is working on another purchase to secure GPUs for Canal Flats and the rest of Childress. Customer Deal? Now that IREN has GPUs for Mackenzie locked up and some extras going to Childress. I expect to see a deal for Mackenzie by end of April. I also expect a SW1 deal for the first 200MW block by end of April. April is also when H1 will be performance tested by MSFT and Revenue for H1 starts in May. IREN would have validation from MSFT as proof of capability as a milestone for it's SW1 negotiations. I suspect the customer for SW1 will either have their own ASICs like TPUs or have higher priority of GPUs as a hyperscaler which it can improve IREN's GPU delivery priority. H5-10 Childress's GPUs will be after Mackenzie's installation. This will still be H2 2026 but closer to Q4 so it's deal may be signed later. Positive Aspects 1. ARR at end of 2026 will be $3.7B, raised from previously guided3.4B ARR. IREN does not float an ARR target off backlogs, IREN's guided ARR means operational power and secured GPU deliveries which in IREN's case the bottleneck if GPU deliveries. Neutral Aspects 1. These 50k B300s cost $3.5bn of Capex. IREN's previous B300s were at a unit cost of 80k each or $4B for 50k B300s. IREN's new unit price is 12.5% lower and GPU time has gone up in price, but B300s have been released for 8 months longer. Could Be Better Aspects 1. Delivery is spread throughout H2 2026 - including GPUs, servers, storage, networking, labor and ancillary equipment. Basically entire supply chain and installation. I wish GPUs were instant plug and play but this ignores the real world constraints of supply chain, burn-in test, and performance test.

@edge_of_power What do u think of buying b300 instead of Rubin?

A new update just came out from $IREN and there are a few details that are actually more interesting than the headline.Earlier the company was guiding for roughly 140k GPUs and about $3.4B AI Cloud ARR once the platform is scaled. Now the target moves to 150k GPUs and more than $3.7B ARR. Another detail that stood out is that the additional GPUs Blackwell Ultra will initially be deployed in existing air-cooled data centers in British Columbia and Texas. That matters because those facilities are already built and connected to power. Air-cooled sites are easier and faster to expand compared with building new liquid-cooled AI campuses from scratch. The tradeoff is lower rack density, but the advantage is speed. In a market where customers increasingly care about time-to-compute, getting clusters online faster can be more important than squeezing the absolute maximum density out of every rack. The financing structure is also worth paying attention to. The company says it has secured about $9.3B of funding sources over the past months through a mix of customer prepayments, convertible notes, GPU leasing and GPU financing. At the same time, the hardware payments are structured on a post-shipment basis, which reduces the amount of upfront capital needed when ordering large batches of GPUs. That setup helps smooth working capital as deployments happen. Finally, the company also set up an ATM equity program as part of its capital management toolkit. That basically gives them the flexibility to issue shares gradually into the market if needed while scaling capex. As $NBIS pointed out today, demand for GPU infrastructure is still running hot, and the hope is that this demand will be strong enough to offset any dilution that may come from additional share issuance while the platform scales.