Cortado

@JackMenshaw Not happening lol. "Dan" can't sign a deal. Mark my words he will say this on next earnings call: "Look, it feels like we are still early in the AI cycle." Then 6 months later you will get an underwhelming deal. Bookmark this.

$IREN an announcement after market close would be hype ngl 😂 Pure pandemonium in the streets.

@LukasFrije1re Not happening. @danroberts0101 will say this on next call: "Look mate we are still early in the AI cycle."

On paper, $IREN looks great Secured energy, GPU deliveries and energized sites coming soon But they cant sign a deal to prove their business model works. A deal with 12M+/MW like NBIS would save the company and shut down the bears. But the market needs to see execution

@zhusu @pourteaux Confused. Aren't there like a billion Han Chinese?

@pourteaux Indeed

The biggest bull case for humanoid robotics is anti-immigration. These robots will end up doing things that humans can do too, but even if they do them worse, many people would still prefer them over immigrants. China loves robotics for this very reason. If you combine classical Han eugenics (namely the impulse to not have kids until 7 figs liquid) with general purpose humanoid robots, then you end up with zero need for unskilled immigration.

@Ramen_HL Stop the cope! Jeff is checked out now. No HIP-4 in sight. Shorting with impunity at 10x leverage. Covering at 30. Easy money!

All this Loracle talk on the timeline got me excited it buy cheap $HYPE It’s still $39… what are we complaining about

@yorxt @GyujinAAIG That's what happened last time. "Dan" kept saying they wanted to wait to get the best deal. Then their eventual deal with MSFT ended up having terrible, terrible economics.

@CortadoDev @GyujinAAIG why an underwhelming one?

$iren 은 4월 energization 공시 없으니까 40불 초반대 내려가도 할 말 없긴 함 여태까지 트랙 레코드 지연 없었던게 강점이었는데 ai 데이터센터 사업에서 계획한 일정대로 못 맞추고 삐걱대고 있는건 사실 근데 진짜 horizon 1만큼은 안된다..

@Lazarus_Capital @ilzmcfly @stocktrader989 @FransBakker9812 Lazarus spits straight facts. IREN bulls be like "j-j-just wait until we get a d-d-deal bro.... Then you'll be sorry!"

McFly, that's just laziness. Companies cant walk investors through every single line item. Enough data exists where one can get a reasonable estimate to what the costs are. I Replied to @stocktrader989 and explained how im using a colo fee 35% more than $IREN, higher than anything ive seen from peers. A GPU cost estimate derived from 3 different sources: @SemiAnalysis_, $IREN $DELL margins, and $AAPL deal with anc equipment estimates. NOTE, I used the highest COST estimate for the model. Ive explained to bulls every single piece of item from my model several times, where it comes from, how I arrived to it, and why it works. $IREN bulls screaming "no details" yet I provided more than enough. Very likely $NBIS didnt disclose details because they CANT, $MSFT likely keeping a lid on it. Saw what happens with $POET. Question becomes why would $MSFT allow $IREN to disclose but not $NBIS? Especially such amazing benefits like a 20% prepayment from years 3-5? Now every landlord will want that and more from $MSFT. If anything, $NBIS bulls should be pissed because im being overly conservative. Using highest GPU capex number and tossing out the lowest one? 9% interest rate for only 60% of GPU capex while peers are getting 80%+ at msd?!?! LOL.

Roman from $nbis just confirmed Meta and Microsoft are bare-metal deals (NO SOFTWARE) on Daniel Koss Interview "We have Meta and Microsoft which are big customers that come to the bare-metal layer of our platform" "They consume these large clusters, they bring most of software themselves" "they need reliable infrastructure" Everything Iren bulls said Roman confirmed it. $Iren bulls were right yet again.. Do you understand why we don't know the GPU Count, Model and Colocation fees payed... It's quite funny seeing the Nebius bulls argue that they got a better deal than Iren and it included software, but they didn't. I don't blame them because Nebius did not release any details but you were gullible to believe Microsoft or Meta will pay those software margins. Bear arguments against Iren dead. Bull arguments for Nebius dead. none of those bare-metal nebius deals included payed off owned datacenters. Iren actually got the better end because it 5 years they will have a payed of datacenter + gpu's.

@callah32 @Bare_Birk Because, Mega Man, they will have to dilute the HELL out of the stock to develop the remaining portfolio. They already diluted BILLIONS just for 200MW. Now imagine trying to develop 4.5GW. Their ownership is going < 0.5% soon.

@CortadoDev @Bare_Birk So everything north of the $MSFT 200Mw never gets developed? Thats it? Why would they stop so soon, in the early middle of the next mansion run. Think more Sergey Brin directionally type mansion / bags

If $IREN manages to execute for the next 2-5 years, the returns will be astonishing🔥 Iren is my biggest position, and that is for a good reason! Made my in depth analysis on Iren to a X article. Feel free to share if you find it valuable❤️

@_LetMeDo_ You have to understand that it is OVER for Hyperliquid. Jeff flew too close to the sun with his magazine cover. Bad juju. Shorting this with impunity.

The experiment has failed miserably 💀

@alex_hunter20 bout to be even richer. he knows it's OVER for HYPE lmaoooo.

Ok bro is WAY RICHER than I thought (and I already thought he was pretty rich lol) goddamn, frenchies on top i guess lmao

@x256xx The reason you can short HYPE with impunity here is because Jeff is busy posing for magazine covers and not shipping HIP-4.

Hypurr ww3

@sqalef My HYPE short is printing. I have ZERO fear in my position. Will cover around 30.

contrarian opinion but i love the bear market discourse on twitter/telegram lots of useless(low signal no alpha) ppl filter themselves out only the ones that eat ants remain. gets depressing ideologically but its chill cuz good traders cook in any environment

@jrugss nah Jeff just got cocky and started posing for magazines instead of grinding on HIP-4

Hearing that loracle is selling hype because he has inside new that hyperliquid will soon be banned and all holders will be shot in the streets. Hyperliquid

@HYPEconomist You just lost your groceries for the month.

got 10 points for my $1,000 liquidation still very bullish on variational their RFQ model is really compelling for onchain RWA perps trading back to farming more points $1B FDV = $54/point omni.variational.io/?ref=OMNICONOM…

@sqalef Yes. Could have ended Polymarket forever. Checked out right before the finish line and got uno reversed.

the colossus article was a top signal wasnt it

@Mellberg07 @SageWhale They decided to start paying themselves big before the job was finished. Could have stepped on the throats of Polymarket and Kalshi but checked out too soon and got Uno reversed.

@CortadoDev @SageWhale thats exactly what I said 🤝

$HYPE on sale on a random Thursday morning Last chance to buy sub $40 hype

@sqalef Absolutely. You can short here with IMPUNITY. Jeff posing for magazine covers instead of shipping HIP-4.

hype is going to go below the 10/10 wick i dont make the rules

@Mellberg07 @SageWhale HYPE is going to 20. My short is printing 🤑🤑🤑 I'll cover around 30 to be safe but I have no fear of HIP-4. Hyperliquid team is checked out. Won't be here for another month at least.

@CortadoDev @SageWhale he got no answer.. everyone know wht hype is and all it has gained and made it to the top, but creating fomo is just trying to pump your bags in detrictment of others and specially the newbies.. we were newbies at some point, and we deceived by this kind of posts-claims.

@artur_why @0xcarlisle I knew HYPE was toast when I saw Jeff start posing for magazines. You can short this shitcoin with impunity now.

@CortadoDev @0xcarlisle it isn't, they just yap yap yap and hope loracle is not exiting

Loracle is giving you guys a better entry and you are complaining? Before EOM options close out?

@ripdotxyz They keep making more

Reminder that there is only around 3% of the total Hypurr supply listed 170~ hypurrs available for 8 billion people on earth.

@Bare_Birk I guarantee you the earnings call will be something like this: "Look, I mean, we are still early in the AI cycle and compute is in high demand." No deal.

@CortadoDev Looking forward to come back to this tweet :)