Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield

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Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield

Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield

@OakenshieldVGX

God & Family | SVP @ SP500 materials co. | Chem Eng undergrad | @Penn Wharton MBA | Major $IREN shareholder | $CIFR $NUAI | #BTC is the way | Go Birds 🦅

USA Se unió Şubat 2021
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Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield
For $IREN longs. Just created this to print and frame in my office at work. @IREN_Ltd is the preeminent, best-in-class HPC infrastructure company. Their managerial foresight and execution sets the bar. $IREN $200 soon enough Credt: @FransBakker9812 for the aerial photograph
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Grant Cardone
Grant Cardone@GrantCardone·
Follow the money
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Brian Sullivan
Brian Sullivan@SullyCNBC·
Time to sign up for my new weekly energy focused newsletter Power Insider cnbc.com/newsletter-pow… It's out Wednesdays and eager to write for you and watch this grow. Share the energy love!
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Cole Grinde
Cole Grinde@GrindeOptions·
Guys, $IREN is one deal away from going parabolic. We will likely see $60-$70 range soon. They have more data center locations likely onboarding and will have a deal soon with their Sweetwater location coming online. Get ready.
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North Star
North Star@ConstantPolaris·
I am a Catholic, but I must say that this Pope is moving funny to me. There is a whole Christian genocide going on in Nigeria where he once lived. But this man is more focused on the war in Iran and its politics. Hello Sir, there is a war in Nigeria and Africa too, and Christians are victims. He is the Pope of Christians first before anything else. And the welfare of Christians especially those who are being persecuted should be his priority. But Christians were massacred during Easter in Nigeria for their faith and I did not see any strong condemnation or reaction from the Pope. Instead the Pope is consistently focused on the middle East and Donald Trump's and Isreals war with Terrorists. I sincerely do not understand this Pope. It is Silence in the face of evil that makes evil multiply. What exactly does he want the world to do with terrorists who believe their destiny is to kill every unbeliever and take over the world? I hope that this Pope gets his priorities right.
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Tree
Tree@Tree75769·
$IREN 🤝 ANTHROPIC Not a matter of if, but when. If I were Anthropic I’d just dig in deep with $IREN. There is no more upcoming capacity like Sweetwater and rest of Horizon etc. Hypers are planning data centers that won’t come online until 2030+ now. If Anthropic wants to play catch up fast with OpenAI’s massive compute pipeline. They have to move fast and overpay. Good thing they just did a $30B raise
Jim Liu@jiahanjimliu

$IREN: What Anthropic means for the GPU compute market Anthropic’s ARR went from $9B to $30B in ARR in 4 months. That means that Anthropic will need roughly $21B more in inference compute per year. $21B doesn’t even include training compute. Sure Anthropic has gross margin which makes the $21B smaller but that’s roughly offset by training compute. From the increase in demand in 4 months alone, Anthropic will need to sign equivalent of $105B over 5 year contract. Growth may slow down but factor in the demand growth for the remaining 8 months of this year and that’s more demand than multiple HS and Neoclouds can fill out.

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John Stossel
John Stossel@JohnStossel·
Nostalgic memes spread misleading messages, like: “Once, families could own a home & send their kids to college on one income.” But the homes were smaller. Most kids didn’t go to college. The memes ignore facts. We give them to you:
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Sean James
Sean James@Sean__James·
$IREN currently trading at 1/3rd MCAP of $NBIS whilst they both project similar EOY26 EBITDA of $3.2B. What happens next is obvious, right?
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Gunther Eagleman™
Gunther Eagleman™@GuntherEagleman·
🚨HUGE MISTAKE: Making John Thune Senate Majority Leader. Nearly 16 months in, and ZERO election integrity laws passed. Not one secure voting bill... Nothing! Unacceptable. He is tagged.
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Ray Myers
Ray Myers@TheRayMyers·
I missed it, but last week Bernstein reiterated their Street High $IREN Price Target! $125 218% upside. I am bullish on the stock, but can $IREN deliver $125 in 12 months?
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Wall Street Mav
Wall Street Mav@WallStreetMav·
The Strait of Hormuz is blockaded. Europe's plan? Ursula von der Leyen: "The cheapest energy is the one you don't use." Stay home, don't drive, don't use electricity. The EU has no plan and no military to change do anything. So they are stuck with "monitoring the situation"
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Hoops
Hoops@Hoopss·
if you could only pick 2 1. retire at 40 2. no debt 3. 25k every month 4. 3 rental properties 5. A fully paid dream home
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Fr. Chris Vorderbruggen
Fr. Chris Vorderbruggen@FatherChrisVor1·
The Pope removed his shoes in a mosque and people are outraged? That’s not compromise. That’s basic respect. If you enter someone’s home or sacred space, you honor their customs. We expect it in our churches. Why pretend not to understand it anywhere else?
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WarMonitor🇺🇦🇬🇧
Iranian officials are saying any US naval blockade would be considered an act of war.
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