SnoaIl, yuor firenldy danitst

80 posts

SnoaIl, yuor firenldy danitst

SnoaIl, yuor firenldy danitst

@60STX

Katılım Ekim 2021
44 Takip Edilen41 Takipçiler
Sonali, your friendly dentist🦷
Sonali, your friendly dentist🦷@chutneylife·
Resurgence in cavities, tooth decay because of all the shit processed food in America. Great time to be a dentist.
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Daniel Koss
Daniel Koss@daniel_koss·
$IREN thoughts: Long-term view: bullish, but execution risk remains very high. Disclaimer: I am neither long nor short IREN. Would I take a position in IREN here? No. While the upside is attractive, the execution risk, combined with what I consider an ungodly amount of coming dilution, "interesting communication practices" and unusually communicative board members on X make it unattractive to me. My view remains exactly the same, and I see yesterday as confirmation that I assessed the situation properly in past posts. The $NVDA “partnership” is not really news and was very obvious. I said this would happen, see image below. This has less to do with IREN specifically and more with NVIDIA wanting to expand its ecosystem. Incentives predict outcomes. The investment in IREN is very different from the investment in Nebius. NVIDIA is giving itself the option to invest in IREN at a low price, if the company executes and if NVIDIA wants to. IREN on the other hand will raise billions via dilution and buy NVDIA products. Does that sound like a good and fair deal to you? Your call. The Nebius investment was immediate and not conditional. If you look at the terms of the deal, the signal is seems clear: NVIDIA knows the Nebius team and knows they can deliver -> they invest today. NVIDIA likes the IREN team (and/or their physical infra portfolio), but wants to see them execute first -> they invest IF execution is proven. IREN’s recent acquisitions clearly show where they want to go. What matters now over the next two quarters is really just execution. Not marketing. Not big deal announcements. Execution. Then investors can properly judge IREN's execution. Right now it's just opinions and big promises made. That is exactly what I have been saying many times. People on X are very emotional. If you are not clearly bullish, they assume you are a hater. They seem unwilling to even consider the possibility that IREN might not deliver. IREN’s physical infrastructure assets remain incredibly valuable. Nobody doubts that. But it seems they have decided they want to become a neocloud. I personally think that is outside their circle of competence. I think they should focus on being the landlord, which is a business they seem highly qualified for. I also can’t help but notice that announcing the NVIDIA partnership, which looks quite one-sided in favor of NVIDIA, alongside what appear to be very weak numbers, feels somewhat questionable to me. The bullish takeaway, however, is that IREN will now most likely get very early access to the latest and greatest NVIDIA products before the rest of the market. That is undoubtedly an important advantage.
Daniel Koss tweet media
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Daniel Koss
Daniel Koss@daniel_koss·
Recorded the podcast with @CABeyney, CEO of DataOne, and @itsalasdairmann. They are building a 300MW+ data center for $NBIS, potentially 1GW+ in the future! Will share my thoughts, insights, and ideas with subscribers today. Overall, my impression is that building data centers in 2026 is insanely hard and there are a million physical-world challenges. Charles: "You can have all the GPUs in the world, but if you miss one genset, the data center does not work. If helium is missing in the GPU process, you cannot print GPUs. One broken brick breaks the whole chain." Challenges include: - community opposition - water usage - electricity bills - pollution - noise - environmental impact - general fear around AI infra But here's the thing: the best builders of data centers actually have very strong answers and solutions for those issues. They innovate quickly and confront these issues to find sustainable solutions. It honestly sounds like the real challenge is that many of these "protesters" are intentionally spreading misinformation to get projects delayed, because they are paid by people on Wall Street who have massive short positions. It's literally paid FUD with the goal of creating real economic damage. Charles was incredibly high energy, smart, and charming. I think you guys will get a ton of insights from him!
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Keşfet

@chutneylife @daniel_koss @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA