Andrew Jones

@GibberCapital @CrusadeInvest @mikealfred Yeah exactly. I prefer gatorade at the finish line of a marathon but this works too. The beer will get sold. We’ve just seen them install GPU’s for Microsoft and energise a 1.4GW site on time. The MW are getting more valuable by the day. Just be patient.

@CrusadeInvest @mikealfred I think what concerns me the most about it is we keep hearing power and compute are constrained… but then nothing? Kinda like being unable to sell any cold beer at a football game in the south.

$IREN -> Last night @mikealfred mentioned analysts and investors are still missing the forest for the trees on IREN's ambitions. There's a number of ways to interpret what that means, but my takeaway is the IREN community is too focused on signing deals for site hosting, while the IREN team is actually focused on cloud hosting themselves at scale. Why? -> - Ask yourself two questions, 1) if HS are willing to pay this much for compute, how much margins do they stand to gain that IREN could otherwise capture themselves? 2) if we are as constrained on compute as everyone says, is there not room for another HS that has such compute available? - Mike has hinted at this repeatedly, but often gets brushed aside as the more "realistic" and immediate payoff is site hosting only. - a $1 Trillion MC is really only achievable if they go down this route, and are successful. - $IREN would be the ONLY fully vertically integrated offering in the market - Recent heavy marketing in Australia and on the PGA tour are not necessary for site hosting only, clearly they want their name to reach beyond those seeking infrastructure - B300 GPU purchase without a contracted customer... a tell How? -> - Power: @FransBakker9812 has prudently identified another 6-8GW IREN may be working on actively. I also wouldn't be shocked if IREN looks to acquisitions in the space to further grow the pipeline. - Software: @danroberts0101 has already mentioned IREN is working a multi billion dollar deal that includes the software stack. I can't speak to how much expertise they have in house, but they do have posted roles for Software Engineers, Solutions Architect, Enterprise Systems Engineer, etc. - Sales: this is the biggest question mark for me. IREN isn't hiring at all on the BD front. Might be strategically hiding this expertise buildout but it's the one aspect of this HS journey that isn't clear to me yet. Also might just be the easiest resource to buildout when it's necessary to do so (avoid cash burn in the meantime) - Capital: a separate post would be required for this, but $6B ATM would be another tell here. No one thought that much was needed for their current picks/shovels business model approach with HS pre-paying so aggressively. Welcome thoughts/challenges on this. Excited to see what Earnings holds.

@The_FJC The only benefit goes to Israel and their expansionist agenda. The rest of the world not hates America and Israel so much more. Not a win for the US. Just for Zionist pigs.

Before Trump's Iran strategy: Iran funded Hamas. Hezbollah. The Houthis. All three are now dismantled or crippled. The Middle East hasn't been this quiet in 40 years. The media won't say it. So I will. Trump won.

@smith_kath69311 @JasonMBrodsky Bomb what exactly?

@JasonMBrodsky I vote bomb.

"The president wants action. He doesn't want to sit still. He wants pressure. He wants a deal," a senior U.S. official told Axios." "Trump was presented with a plan on Thursday night to send naval vessels through the Strait of Hormuz to open it by force. At the last minute, he opted for a more cautious approach, at least initially." A source close to the president described this as the "beginning of a process that could lead to a confrontation with the Iranians." "It's either we're looking at the real contours of an achievable deal soon, or he's going to bomb the hell out of them," the senior official said. axios.com/2026/05/04/tru…

@JasonMBrodsky @bungarsargon We had a great deal already. It was called the JCPOA. We had hundreds of nuclear inspectors ensuring they weren’t building weapons grade uranium. Then this bloated orange racist dunce tore it up because it was a black man’s signature foreign policy achievement.

@SingularityRes Taking a big gamble they won’t drop a deal. Could be any day now.

I think the best time to buy $IREN would be after Q3 earnings after dilution and closer to any deal signing

@Jason @SenWarren @SpiritAirlines Seriously J Cal, you’re doing the MAGA memo posts now? Jobs in the industry are a function of flights, not airlines.

These socialist lunatics won’t allow the freemarket to resolve the most simple activities, like M&A @SenWarren would rather watch every @SpiritAirlines employee lose their jobs than not have control They’re communists who want the state to control citizens and markets Fight them!

@JoeySalads The number of jobs in aviation is a function of the number of flights, not airlines. You’re such a dunce.

Spirit airlines filed for bankruptcy after Biden’s DOJ blocked the Spirt/Jet Blue merger, long before the Iran War started. They were on life support for the last 2 years - Democrats are to blame for the loss of Thousands of jobs, not Trump.

@michaeljknowles If you need a second job with this and the DW falling apart, I hear Trump is hiring gimps for his ballroom basement.

Potente just cost me good money.

@TnyM2021 Yeah I think patience will be rewarded. I understand it’s frustrating to not see deals but it’s like there is a marathon and we will be the last vendor selling water and pocari sweat at the finish line. We can name our price.

@AJonesMines Does it mean we should hold $IREN stock? I feel like I've been waiting long for the price to go up

Xで面白い問いかけを見つけました。 「IRENが決算までに新しい契約を発表しなかったら、ポジションを清算しますか？」 $IREN

@MorbiusMind @SaltyGoat17 Yep. Subpoena everyone involved in the corruption. Subpoena all the national security people who denied the Iran threat. Subpoena all the DOJ people involved in Epstein cover up and and bogus prosecutions.

@AJonesMines @SaltyGoat17 So he'll just dangle like a piñata for 2 years - there's a plan.

NOVEMBER PREDICTION SENATE Republicans - 60 Democrats-40 HOUSE Republicans - 240 Democrats- 195 Bookmark this. Let’s see if I’m right!😎

@carljacksonshow Do you understand that Jetfuel is the key cost of an airline? Hahaha damn you’re such an embarrassment, Carl.

Socialists don’t understand business. Biden and Dems should’ve let Jet Blue and Spirit airlines merge.

@SaltyGoat17 @Sassafrass_84 Well the final nail was jet fuel costs. Trump is far more to blame for it’s bankruptcy than the people who tried to keep is as a separate entity.

@Sassafrass_84 They blame Trump for everything.

Just a psa: Elizabeth Warren, Pete Buttigieg, and Joe Biden stopped the merger between Jet Blue and Spirit Airlines. This is not President Donald Trumps fault. Don't let them lie. Keep showing their old posts.

@Sassafrass_84 That was 30 months ago. Spirit could have made it as a viable airline. It was poorly run and Trump and Bibi’s war was the final nail. You act like it being absorbed in a merger would be a better outcome than the planes being sold and the stafff being rehired elsewhere.

@Georgesantos Things were fine until Bibi yanked on Donnie Dunces chain and pulled us into c a pointless war. You’re such a dipshit George, nobody likes you bro. Hope you know that.

Shuttttttttttt uppppp the American people hate you!

@RobertJSalvador @SpiritAirlines @ewarren So desperate for Newsmax to call you to go on TV and bash a Dem that you just tell lie upon lie as default mode. Competition is good, we need more mergers blocked. Spirit failed because of mismanagement and because Donnie refused to compensate them for the fuel spike he induced.

Due to the @SpiritAirlines bankruptcy travelers are trapped around the US. People showed up to the airport to fly this morning. Cancelled. Workers showed up for their shift. Now jobless. My family member paid for a flight. Now they won’t be reimbursed. We must call out @SenWarren and the Communists who are responsible for this. @JetBlue tried to buy Spirit for billions under the Biden admin 2024. Democrats blocked it.

@KyleYounkin2 @US_bandit732 @timburchett @Granite_Stater1 They couldn’t raise prices because their brand sucks.

@US_bandit732 @timburchett @Granite_Stater1 Very much depends on which radical end of the political spectrum you happen to ask. The Capitalist in me says they had every chance to increase their margins — they CHOSE to run that Lean. Good luck absorbing volatility (e.g. fuel cost skyrocketing) when there is no buffer.

Here’s 17,000 jobs going down the tubes.

@timburchett More airlines are good, Tim. Mismanagement and Trumps fuel cost hikes killed Spirit. Jobs are a function of the number of flights. Not the number of airlines. Are you really this brain dead or just following Donnie the dumb dumbs orders?

@SecDuffy You moron. A merger just means one airline died sooner. Trumpism breaks brains. Sad.

🚨 THANK A DEMOCRAT 🚨 JOE BIDEN AND PETE BUTTIGIEG bragged about blocking the JetBlue–Spirit merger… The very deal that could have SAVED Spirit Airlines THE RESULT: ❌ LESS COMPETITION ❌ CUSTOMERS SCRAMBLING ❌ EMPLOYEES LOSING JOBS YOU CAN’T MAKE THIS UP

@MorbiusMind @SaltyGoat17 They need 67 votes to convict. Won’t happen.

@SaltyGoat17 Dems will sweep Congress, immediately impeach, maybe convict this time and , if so, hit Trump with multiple charges again seeking imprisonment. Unless he bails from the Iran debacle in, like, days. Bookmark this. Let's see if I'm right. 😒