AMD Bull

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AMD Bull

AMD Bull

@AMD_Bull

Ai - the greatest technological revolution in history. It’s all about the chips.

United States 参加日 Ocak 2025
472 フォロー中319 フォロワー
AMD Bull
AMD Bull@AMD_Bull·
@OhDear_Friend Unless you find a one in a million woman (and they’re out there) - generally your statement is correct. The exception I make is children. Most children do care about their father. So the love for my son is what keeps me going. Otherwise - I recognize that no one else really cares
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Dear Friends
Dear Friends@OhDear_Friend·
CORRECT ME IF I'M WRONG BUT, I turn 38 this year and I have realised , as a man, no one cares about you. Not your wife. Not your family. Not your friends. Not your workmates. Nobody. People act like they care, but deep down, they don't. You are on your own. Always on your own.
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Mitchapalooza, Esq.
Mitchapalooza, Esq.@LegalGrapes_Esq·
To those in the peanut gallery pointing and laughing at people invested in $BTC, $IREN, $CIFR, $CLSK, $ASST, $MSTR, and $BKKT because they're down these last couple of weeks...I have just one thing to say to you: Have fun staying poor. They are clearly not built for long-duration value investing.
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Strateg 1x
Strateg 1x@1xStrateg1x·
$IREN recovery will be fast, it can take one day or less after panic ends ✅ Institutions are adding, shares are very undervalued and oversold, next steps will be massive up! Get ready! 🚀
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Northwise Project
Northwise Project@InvestNorthwise·
Our $IREN Premium analysis, modeling, forecast, and price targets are here as long as bear, base, and bull AI capacity energization schedules. This is one of our largest and most complicated models to data that highlights the market's confusion about how to value $IREN. Check out the full report in the first comment 🔽 IREN is moving from its bitcoin mining roots into a larger role as an AI infrastructure owner. The business now centers on turning its energized land, secured power capacity, and deployment speed into revenue before the current market shortage eases. Power remains the real constraint, not GPU counts. The report builds the entire 2030 model around active AI megawatts rather than total secured site potential. Canada provides the operating base while Childress, Sweetwater, and Oklahoma drive the scale. Three capacity schedules lay out the path: Bear case reaches 2,585 active AI MW by 2030. Base case reaches 3,710 active AI MW by 2030. Bull case reaches 4,385 active AI MW by 2030. ARR per MW keeps rising through the window across all cases, starting in the $6.8 million to $7.9 million range in 2026 and climbing to $7.6 million to $9.9 million by 2030. AI EBITDA margins start strong (68 percent to 79 percent in 2026) and ease gradually as the decade progresses. Mining revenue runs off as AI takes over the footprint, but it still supplies cash flow that helps bridge part of the build. The model treats mining as a transition asset, not the long-term driver. Gross capital needs are large in every scenario. The base case alone requires more than $20 billion in annual AI capital spending during the peak build years. Financing mix leans on prepayments, GPU leasing, debt, and equity, with dilution varying sharply by case: plus 122 percent in bear, plus 20 percent in base, plus 5 percent in bull. The near-term case is easier to underwrite because demand for ready capacity is visible and timing still matters. The long-term case is harder because hyperscalers will eventually regain leverage, vertical integration becomes the default for the largest buyers, and external providers face margin compression once scarcity fades. The central question the report answers is whether IREN can convert its scarce infrastructure into durable per-share value after capital intensity, financing drag, and dilution are fully factored in. The opportunity sits in the gap between today's premium for speed and power and the tougher environment that follows. The full report walks through every assumption, site-by-site ramp, margin schedule, funding stack, risk path, and valuation framework so investors can judge the setup on its actual numbers rather than headlines.
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AMD Bull
AMD Bull@AMD_Bull·
🔥🔥🔥 $IREN growth continues
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AMD Bull
AMD Bull@AMD_Bull·
@Nithya_Shrii I was so damn lucky to be age 15 through 25 in the 80s. It was such a carefree era.
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Nithya Shri
Nithya Shri@Nithya_Shrii·
Would you go back to a world with no social media if it meant life felt as slow as it did in the 90s?!
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Cole’s Trades
Cole’s Trades@ColesTrades·
What’s the best risk/reward stock in the market right now?
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Sam Badawi
Sam Badawi@Sam_Badawi·
Bill Ackman says to buy the dip in companies trading at attractive valuations. He’s likely referring to names already in his portfolio, and I agree with the setup. $AMZN and $META are trading at compelling levels right now, the real question is whether to buy aggressively or scale in slowly.
Bill Ackman@BillAckman

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.

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Bill Ackman
Bill Ackman@BillAckman·
Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.
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AMD Bull
AMD Bull@AMD_Bull·
A tale as old as time… Smart money is buying the beaten down stocks that YOU are selling out of fear. That’s why you get poorer while they get richer. $IREN $AMD $NVDA #MARKETCRASH #MarketVolatility
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Cole Grinde
Cole Grinde@GrindeOptions·
I think we’re seeing a BULL trap.
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AMD Bull
AMD Bull@AMD_Bull·
@McnallieM $IREN is creeping back up. Man, it’s just such an incredible buying opportunity. Investors with foresight and the ability to see beyond the current FUD with longterm vision are going to be so rewarded.
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McNallie Money
McNallie Money@McnallieM·
Overnight markets are open… 😬😬😬 $BITF $RIOT $CIFR $IREN
McNallie Money tweet mediaMcNallie Money tweet mediaMcNallie Money tweet mediaMcNallie Money tweet media
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