MahomesGOATRIPBrady
5.3K posts

















JUST IN: Nearly half of the U.S. data centers planned for 2026 are reportedly expected to be delayed or canceled.

When is it time for the $IREN bagholders to admit I was right about the: $6,000,000,000 ATM dilution being a structural overhang? -> $NBIS is up 48% YTD -> $IREN is down 13% YTD. While IREN’s marketcap goes up (ATMs benefit the company), shareholder equity goes down. This is the warning about excessive dilution that people don’t understand or want to hear. Likely in every rally to raise funds to monetize their GW capacity though GPUs: There’s going to be half the market cap minted out of thin air, then sold into the open market.

We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models.


$OSCR is going to $45 Holding support at the 200 WMA now at $12


🚨 "We’re building one of the world’s largest AI cloud platforms." $IREN 2026: 4.5GW $NBIS 2030 Target: 5GW The potential is beyond imagination for those who read the big picture. 👇 "The next cloud wave on the ground behaves more like an industrial buildout, where the scarce input is not GPU or code or even money, but (1) synchronized access to land, (2) substations, (3) transformers, (4) transmission capacity, and (5) utility approvals." The gap between those who started earlier and those who followed the trend is staggering.












