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@2023Recession

Vilnius, Lithuania Katılım Kasım 2017
1.7K Takip Edilen230 Takipçiler
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TBD
TBD@2023Recession·
@e507 En kısa faiz artışı döngüsüne de hazır mıyız? 2024 sonu verim eğrisi tersine dönüyor yine Euro$ futures kontratlarından oluşan.
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investing
investing@DollarCostAvg·
$IREN x $DELL x $NVDA x $MSFT AI FACTORIES: something big is cooking ✅
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TBD@2023Recession·
@rzayev7895 Ne oldu da 2 günde %17 düştü bu hisse, kaçırdığım bir haber mi var? Sene başından beri negatif ayrışıyor zaten, bütün ralliyi tek başına piç etti
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Yunis Rzayev
Yunis Rzayev@rzayev7895·
Bu düşüşlerin biraz daha devam etmesini istiyorum, böylece $IREN - de 40–45$ aralığından, $SNDK - de ise 1200 civarından yeniden 2x’e geçebilirim. Yatırım tavsiyesi değildir.
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TBD
TBD@2023Recession·
@EgemEraslan @sahinabut Egem Bey, Türkiye'deki mevzuat buna izin veriyor mu bilmiyorum ama Kalshi yada Polymarket tarzı bir platformla iş birliği çalışmanız var mı?
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TBD
TBD@2023Recession·
@alisabancilar0 Bu yoldan vazgeçmeden devam ederseniz sonrasında bu şekilde olmaya başlıyor.
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girişimci
girişimci@alisabancilar0·
Bu hafta 5000 TL üst getiri sağlamışım peki ya siz?
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TBD
TBD@2023Recession·
@SylentTrade 80 bn government deal with 50% prepayment. You are not bullish enough.
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Sylent Capital
Sylent Capital@SylentTrade·
$IREN brings hundreds of thousands of GPUs. Did they mistakenly leak this? Could we have another large GPU order coming thanks to a prepayment of 40% on our next contract? I believe so.
Mirantis@MirantisIT

Today, we are excited to announce that Mirantis has entered into an agreement to be acquired by @IREN_Ltd — bringing together IREN's AI infrastructure scale and Mirantis's open source k0rdent AI platform to accelerate the build-out of the open standard for AI infrastructure. Every major shift in computing follows the same pattern. A new technology wave arrives, complexity explodes, and the market eventually converges on two types of platforms: proprietary stacks built for their builders' purposes, and open standards built for the whole industry. Linux. Android. Kubernetes. In each case the open standard won — and accelerated the market in doing so. AI infrastructure is the next wave. The open standard for this era is yet to be established. That is what Mirantis and IREN are building together. Mirantis will operate independently, our mission unchanged: to continue supporting our existing customers as before, to democratise GPU consumption, and to enable enterprises and providers everywhere to deliver and consume AI infrastructure faster and more easily. What changes is the scale at which we can pursue that mission. IREN brings hundreds of thousands of GPUs — creating the largest and most robust reference implementation of k0rdent AI in the industry, available to the whole market. The validation is already there. NVIDIA has named Mirantis as one of only three founding ISV partners in its NVIDIA AI Cloud Ready initiative. IREN, Mirantis, and NVIDIA represent exactly the combination that initiative was designed for. The work has already started. This partnership accelerates it. Read the full message from CEO Alex Freedland: buff.ly/2YGCjTt

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TBD@2023Recession·
@nbabaronu Bankanın yaş ortalamasına, sizdeki değişime filan da bağlı olabilir, ben saçları epey döktüm süreçte 😅
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Nehir
Nehir@nbabaronu·
@2023Recession Bana hala 25 yaşında gösteriyorsun diyorlar bence kesin şirinlik olsun diye yapıyorlar……
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TBD@2023Recession·
@nbabaronu Arada bir gelen X abi ne o zaman ne kadar gençmişsin lafı 🚬
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Nehir
Nehir@nbabaronu·
@2023Recession Benim gördüğüm de 2005 falandı bambaşka dönemler ya 😭😭😭
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TBD@2023Recession·
@AuditTheHerd There isn’t enough compute and there won’t be enough compute in the foreseeable future which will increase life expectancy of GPU/CPUs and their residual values. You can’t use standart valuation models when there is a shortage.
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Audit The Herd
Audit The Herd@AuditTheHerd·
$IREN ‘s $9.7B Microsoft Deal and the “85% EBITDA Margin” Claim Before I start, I have owned $IREN in the past and this isn’t a dig at shareholders. I’m not bullish or bearish on it. I believe there needs to be more transparency on the accounting for large data center deals. This goes for all of the data center plays including $NBIS, $CRWV, ect. I am just picking one I’ve personally owned. The $9.7B multi year agreement with Microsoft is a significant validation of IREN’s AI infrastructure strategy. Not even bears can diminish that. But it does come with some caveats. Management has highlighted expected EBITDA margins of approximately 85% on the contract. While accurate from an accounting standpoint, this metric deserves context before the bulls equate it with free cash flow or net profit. Based on disclosures I’ve found, IREN separately agreed to purchase NVIDIA GB300 GPUs and ancillary equipment from Dell Technologies for approximately $5.8B or roughly 60% of the total contract value. This capital expenditure will not appear in EBITDA, but it is a real cash outlay and a contractual obligation. The remaining 40%, or approximately $3.9B, must then cover all operating expenses, depreciation of that GPU fleet, financing costs, taxes, and maintenance capex. Data center GPUs are depreciated over relatively short useful lives, typically 3 to 5 years. We can argue about the accounting nuances and judgment here, but let’s go with that. Straight line depreciation on $5.8B of hardware implies roughly $1.16B to $1.45B in annual non cash charges alone. The contract is expected to generate approximately $1.94B in annualized revenue. That means depreciation alone consumes somewhere between 60% and 75% of annual revenue before a single operating expense is counted. As a result, while EBITDA margins may approach 85%, EBIT margins (which account for depreciation) would be materially lower, likely in the 15% to 25% range before interest and taxes. Furthermore, the timing mismatch between upfront GPU purchases and ratable payments from Microsoft introduces real working capital and financing considerations. IREN has already issued $1B in convertible notes to help bridge this gap. At prevailing rates, debt service on several billion dollars of equipment would further reduce cash available to equity holders. There is also a technology obsolescence risk that deserves more attention. The GB300 GPUs being deployed through 2026 represent the current generation of hardware, but GPU generations turn over roughly every 2 to 3 years. Whether Microsoft carries any renewal/ refresh obligation or whether IREN absorbs the obsolescence risk once the hardware ages past its competitive window is arguably the most consequential undisclosed variable in the entire deal structure. This is not to diminish the strategic importance of the agreement. Securing Microsoft as an anchor tenant IS a strong endorsement of IREN’s capabilities and execution. However, it is important to distinguish between headline EBITDA margins and the underlying economics of a capital intensive infrastructure contract. The true measure will be free cash flow generation after accounting for depreciation, financing costs, and ongoing reinvestment requirements. In my opinion, there needs to be greater transparency on GPU financing terms, the Microsoft prepayment structure, maintenance capex expectations, and critically who bears hardware refresh risk at contract renewal. This would help the market better assess the long term value creation from this agreement, rather than anchoring on an EBITDA margin that, in this context, tells only part of the story
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JESS ♡
JESS ♡@fin1862265·
@choppaslide Pronunciation gonna be 'Yusef Dick-check' at first then they lock in and it's bar after bar 🤣
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Doruk Kurt
Doruk Kurt@doruukkurt·
Savas ihtimaline tepkisiz kalan bir borsa balondur. Savastan tek tük pozitif etkilenicek hisseler dısında hiç bir iyi şey cıkmaz o hisselerde piyasadan kolay ayrısamaz down side betalar çoğu zaman 1 e yakınsar ilk günde yasanan bu düsüsler zaten ciddi reel kayıp doğurur aynı zamanda reel faiz var bu sefer. Bu hareket sağlıklı bence. Borsada ağırlığım yüksek.
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TBD
TBD@2023Recession·
@TradingThomas3 Got some 2 days ago but missed the top because I took my fiancée to a date. I don’t regret anything the date was 10/10 😁
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TT3
TT3@TradingThomas3·
$SLV 80P for today went from 1 cent to $10 😳
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TBD@2023Recession·
@herhafta1hisse İlk aydan %35e giriyoruz böyle saçmalık olmaz
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HH1H 🇹🇷
HH1H 🇹🇷@herhafta1hisse·
Üçüncü dilimi farklılaşan ücret geliri dilimlerinde de tablo bu şekilde.
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HH1H 🇹🇷
HH1H 🇹🇷@herhafta1hisse·
Hükümet, enflasyonun altında gelir vergisi dilim artışı ile her sene yanağımıza bir buse konduruyor ama tepki gösterilmediği için rutin bozulmuyor. Basamak artışları görselde, her sene dilimleri daha hızlı tırmanıyoruz. Yeniden değerleme oranı %25,5, asgari maaş artışı %27.
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TBD
TBD@2023Recession·
@MMaximusTR Böyle bir kap gelse hemen kırmızı yakar güzide yatırımcımız sağolsun 😁
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abc123
abc123@MMaximusTR·
#sngyo şirket kap atıp 15 den şirketi tasfiye ettik dese yok abi 4.60 a verecez diyecek gerizklilar çıkar kesin
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TBD@2023Recession·
@Selkayali Şu twitten sonra hukuki olarak tüm sorunlar çözüldü ona rağmen twit atıldığı güne göre %20 aşağıda hisse. Ne yaşıyoruz biz abi
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Selcuk Kayali
Selcuk Kayali@Selkayali·
Yani şu #kzbgy tahtasında olanlar akıllara zarar. Düşüreceğiz diye yapmadıklarını bırakmadılar. Her mal kaptıran ardına uğraştı durdu. Başka çok pahalı tahtada batan bunu sattı durdu. Yok tapu yok , yok mahkemelik dendi durdu…. Çok komik. Gerçekten komik:)
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TBD
TBD@2023Recession·
@cem__soner Seçilen grafik çeşidi bu yazının (yapay) zekayla yazılmadığının kanıtı heralde.
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TBD@2023Recession·
@RU_Unforgiven2 Her gün aynı TERAne hocam, sıkıldık bunaldık gerçekten.
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