Turb0Killer

@MadsPosting Alcoholism is the only ideology that makes you honest after a few drinks. The others are based on lies.

"what political ideology do you believe in?" "liberalism? communism? fascism?" alcoholism.

@hikingshawty This is where i want to live. 🥲

York in Springtime 🌱

$IREN today reported its Q2 FY26 results. Key highlights: ✔️$3.6bn GPU financing secured for Microsoft contract - Interest rate of <6% p.a. - Together with Microsoft prepayment ($1.9bn) covers 95% of GPU-related capex ✔️Targeted 140k GPU expansion on track to deliver $3.4bn ARR by end of CY26 - Horizon 1-4 construction progressing to schedule - British Columbia AI Cloud expansion ongoing, with ~$0.4bn ARR now under contract for Prince George and remaining contract negotiations supporting >$0.5bn ARR ✔️New 1.6GW data center campus in Oklahoma - Increases secured grid-connected power to >4.5GW - Grid-studies complete, with power scheduled to ramp from 2028 - Large scale site (2,000 acres) with low latency network connectivity @danroberts0101 Co-Founder and Co-CEO of IREN, commented “Last quarter marked meaningful progress across capacity expansion, customer engagement, and capital formation, reflecting IREN’s progress as a scaled AI Cloud platform,” said Daniel Roberts, Co-Founder and Co-CEO of IREN. “We are seeing the strongest demand environment to date, and importantly, that demand is being met by a proven execution capability. Over several years, we have consistently delivered data center capacity on time and at scale, and that delivery track record continues to resonate with customers who value reliability alongside performance. With more than 4.5GW of secured power, we are able to advance a broad set of opportunities in our pipeline and support the next phase of growth. Our $3.4bn ARR target represents an early stage of monetization relative to the size of our secured power portfolio, highlighting the scale of the platform we are building.” $IREN management will host a webcast to discuss these results at 5:00pm ET today, which can be accessed here: edge.media-server.com/mmc/p/pc7vqops

@alc2022 Never reveal your next move to your opponent.

Jensen does look kinda off

@moninvestor All these deals with the hyperscalers never existed. 😂

@EventuallyWLTHY AI stock are not for beginners.

$NBIS is $85

@NighthawkTradez It's over, we're entering a bear market. 😂

$NBIS bulls, what happened here?

@moninvestor $IREN x $META ? 👀

In short: $CRWV is dealing with delays. -8.27% $NBIS run out of capacity. +5.28% The NBIS CEO said demand was so high that the contract size was limited only by available capacity, and they could have sold even more if they had more supply.

@Umbisam This is crazy how market can be irrational.

$IREN & $MSFT DEAL BEEN CANCELED 😂

@JulienTechInvst @Im_Specter @R1_Erwann C'est clair, à croire que les gens vont allez s'embêter à demander tout les jours à chatGPT de leur faire un cours personnalisé, c'est tellement contre-intuitif.

@Im_Specter @R1_Erwann Les gens sont trop flemmards pour utiliser l’IA ou les livres, vraiment. Surtout si tu leur propose un truc ludique qui te prends 5 minutes par jour en face

This 👇

$IREN today reported its Q1 FY26 results. Key highlights: - Targeting $3.4bn in AI Cloud ARR by end of 2026 (expansion to 140k GPUs) - Secured $9.7bn contract with Microsoft: 5-years, 20% prepayment, $1.9bn ARR contribution - New multi-year contracts supporting growth to target AI Cloud ARR of >$500m by end of Q1 2026, including with Together AI, Fluidstack and Fireworks AI @danroberts0101 Co-Founder and Co-CEO of IREN, commented “IREN continues to execute with discipline, delivering record results this quarter and meaningful progress in our AI Cloud expansion. We secured several new multi-year contracts, including a landmark partnership with Microsoft, which solidifies IREN’s position as a leading AI Cloud Service Provider and expands our reach into new hyperscale customer segments. Looking ahead, our announced expansion to 140k GPUs represents only 16% of our 3GW grid-connected power portfolio, providing ample capacity to continue scaling IREN’s AI Cloud platform and drive long-term value creation.” Press release: irisenergy.gcs-web.com/static-files/9… $IREN management will host a webcast to discuss these results at 5:00pm ET today, which can be accessed here: edge.media-server.com/mmc/p/xqn5ku83/

@alc2022 This advice is worth far more than $14,999.

I had a wonderful call with a client just now. He was crying about $DUOL. I simply said "don't be an emotional bitch" and hang up.

@KashRamki @bitcoinbutcher1 👀

My expectations for tomorrow’s $IREN earnings: 1) A financing plan for the $1B funding requirement at Horizon 1-4 2) A possible back-to-back transaction with MSFT for Horizon 5-10, this time on much better economics given that this is a retrofit 3) A Phase 1 datacenter expansion plan and timeline of Sweetwater 1 given the impending energization, which I suspect will be accelerated to Jan 2026 4) Possible customer announcement for SW1 Phase 1 5) Additional detail around “multi-gigawatt” development pipeline 6) A broadening of partnership with NVIDIA (not equity investment)

@alc2022 🤣

If you want to talk to me 1-on-1, you can now do so for just $14,999/hour.

@alc2022 You can bought $IREN under $20B mkcap. It's not too late.

If I had sold all my $PLTR and put it into $IREN at around $6, my net worth would now be $20-$30M

This morning, $CIFR released its Q3’25 business update, marking a transformative quarter highlighted by major progress in expanding our HPC strategy and pipeline. Cipher announced the following updates: *Signed a 300 MW, ~$5.5 billion, 15-year lease agreement with Amazon Web Services to provide turnkey space and power for AI workloads *Secured majority ownership in a JV to Develop a 1 GW Site, called “Colchis”, in West Texas *AI Hosting contracts, including the Q3 transaction with Fluidstack and Google, represent approximately $8.5 billion in lease payments *Delivered strong financial results with revenue of $72m and non-GAAP adjusted earnings of $41m “The third quarter was truly transformative for Cipher, as we executed two milestone HPC transactions and expanded our development pipeline,” said Tyler Page, CEO. “As the industry evolves rapidly, we’re more confident than ever that Cipher is among the best-positioned companies in the world to seize additional opportunities created by the growing power shortfall." More here: bit.ly/47B2MUl

@IREN_Ltd @fundstrat @Microsoft Congratulations !

$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft Key details of the transaction: - $9.7bn AI Cloud contract value - 5-year average term - 20% prepayment - 200MW (IT load) data centers - NVIDIA GB300 GPU deployments Refer to the press release and accompanying presentation below for further information Press Release: iren.gcs-web.com/static-files/0… Presentation: iren.gcs-web.com/static-files/a…

@Umbisam We're still early. 👀

$IREN Satya (Microsoft CEO): “My problem is power & DC, not chips’

@nikoliasgoninus We always hear the same bullshit when a stock goes down. These people are so stupid.

Heard the other day: $HIMS “is a $16 stock.”