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Waggs181.eth

@ChrisWaggoner2

Ohio Katılım Şubat 2013
248 Takip Edilen820 Takipçiler
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IREN
IREN@IREN_Ltd·
Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus. @danroberts0101, Co-Founder and Co-CEO of $IREN commented: “Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.” Learn more: iren.gcs-web.com/static-files/d…
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KAMI
KAMI@Okami13_·
SAROS | Official Launch Trailer EASILY the best trailer yet and Saros will be one of the best PS5 games of 2026. Reviews drop at midnight PST.
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NFL on ESPN
NFL on ESPN@ESPNNFL·
With the No. 7 pick in the NFL draft, the Commanders select Sonny Styles ⭐
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ESPN College Football
ESPN College Football@ESPNCFB·
FIVE IN A ROW 😲 Ohio State WRs are different 🔥
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PlayStation
PlayStation@PlayStation·
In Saros, you decide where your run resumes 🔀 Teleport direct to any unlocked biome with the World Dial: play.st/4922RBM
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KAMI
KAMI@Okami13_·
Pragmata reaches a whopping 97% positive player reviews on Steam and 4.74 on PSN. For reference, the Steam reviews are higher than the last five GOTY winners.
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Justin Spiro
Justin Spiro@DarkoStateNews·
Sure. - Blake Corum knew about the LLC - Blake Corum lied about it - Michigan knows Corum knew, and knows he lied about it Thus, by rule, Corum was ineligible for all games in 2022 and 2023. (Bylaws 16.02.3 & 12.1.1.1) I’ll save why the last 2 wins of 2021 (OSU & Iowa) are in trouble for next class.
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Steve Pugliese@StevePugliese

@DarkoStateNews what exactly makes Corum ineligible? You always post that he was ineligible, but never explain why. Please enlighten us that don’t know specifically why he was ineligible. What bylaw was broken?

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ARC Raiders
ARC Raiders@ARCRaidersGame·
📡 Attention, Raiders! Get your caravan road-ready, a new Expedition Window opens on April 28! Give the ARC a goodbye they won’t soon forget - Skill Points will now be awarded based on damage dealt within the Expedition Window ⚔️ Whether you’re a seasoned veteran or stepping into your first Expedition, check the blog for a breakdown of the new requirements and rewards: arcraiders.com/news/a-triumph…
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PlayStation
PlayStation@PlayStation·
Overcome the odds, and look sharp doing it. The Saros Digital Deluxe Edition comes with three suits inspired by PlayStation Studios icons. Launches April 30: play.st/4etbNDK
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
3 Imminent $IREN Catalysts Not many companies have as much going for them right now as $IREN does. While management has been relatively quiet since the last earnings call, I believe we're standing right before a wave of major, thesis defining announcements. 1) Australia Expansion Given that Australia is where $IREN was incorporated, one might expect the company to already be operational there. Yet as of today, Australia remains merely the home of its HQ. That will likely change very soon... Just a couple of months ago, $IREN announced a sponsorship of the Sydney Swans, a prominent AFL team. As an isolated event, I wouldn't have thought much of it. The company's CEO is an Australian Football coach himself, so it could have simply been management paying homage to the company's roots. However, this sponsorship was accompanied by a sweeping marketing campaign across Australia. $IREN has seemingly gone all out on visual ad spend, plastering full trams with the company's logo and tagline across multiple Australian states, while also putting up new billboards outside Sydney's airport and other notables places. Knowing how cost disciplined management is, I seriously doubt they're burning all this money on nothing. I strongly believe the company is close to unveiling a major expansion into Australia. Currently, there are rumors that $IREN has at least two new data center sites lined up: one in South Australia, and one in New South Wales. With how aggressive the regional ad spend has been, I'd expect any new site announcement to be accompanied by large-scale customer contracts. If I had to speculate on who $IREN's first major customer in Australia might be, I'd wager on Anthropic, who recently announced plans to open an office in Sydney. 2) Sweetwater 1 Energization + Deal $IREN is likely just days or weeks away from energizing its largest site to date; the massive 1.4 GW Sweetwater 1 campus. With data center projects across the industry missing delivery timelines, largely due to an inability to secure reliable power, Sweetwater 1 stands out as a true unicorn. Having this much grid connected power concentrated at a single site is virtually unheard of, and positions Sweetwater as one of the most valuable assets in the sector. Successful energization will undoubtedly elevate $IREN's standing among operators industry wide, putting its execution capabilities on full display while competitors face severe delays and outright project cancellations. Management is also aggressively hiring for the Sweetwater campus, including night shift positions, a strong signal that the company is gearing up to develop new data centers at rapid speed around the clock, 24/7. This tells me we're likely nearing the signing of a new large-scale anchor client deal, possibly with another hyperscaler or frontier AI lab. My expectation is that the first tranche of the Sweetwater build-out will be designed entirely for liquid-cooled Rubins, with commissioning likely sometime in H1 2027. 3) Childress Expansion While Sweetwater is currently getting all the attention, we shouldn't overlook $IREN's first Texas campus; the 750 MW large Childress site. So far, $IREN has contracted 40% of the site's total capacity to Microsoft, 300 MW gross across 4 tranches (Horizon 1 to 4). That leaves 450 MW still up for grabs. With management clearly signaling its intention to fully convert the remainder of Childress into an air-cooled AI cloud campus, the runway potential remains enormous. Over the coming weeks, I'm expecting one of two things: either $IREN announces a new multi-hundred MW cloud contract for Childress, or management lays out a concrete plan to convert the remaining 450 MW into a large-scale cloud hub for multiple enterprise clients. Either way, the conversion of Childress's remaining capacity is likely to begin very soon. As with Sweetwater, the company is also actively hiring night shift HSE advisors for Childress construction, once again signaling an intent to scale development rapidly (night shift = 24/7 construction). On a side note, I'm also expecting the successful delivery of Horizon 1 this quarter to act as a meaningful catalyst for the company's competitive standing in the market. General Thoughts While I've covered each of these topics in depth in previous Substack reports, I believe the time has now come for this wave of catalysts to materialize. It's also worth pointing out that most Wall Street analysts fail to see around the corner when it comes to $IREN's cloud expansion. For the most part, they simply react to what's directly in front of them. That means $IREN is one of the rare stocks where retail investors can front run institutional capital, getting positioned before the catalysts materialize and before Wall Street prices them in accordingly. The irony is that over the past few weeks, retail has been doing the exact opposite: panic selling right before what I expect to be a major re-rate of the stock. Earlier this month I also heard many investors claim that $IREN couldn't move up before new large-scale deals or other catalysts materialized… That's a very dangerous way to think. Markets are inherently illogical. Trying to rationalize them is a mistake not only retail investors, but institutional ones too tend to make. Last year, $IREN's share price increased by over 1,000% from its April lows, purely on the expectation of a deal being close. If you'd waited for the actual announcement, you would have entered around $70… In any case, with these 3 major catalysts in front of us, I'm very much looking forward to the weeks ahead and especially to the Q1 earnings call. NFA, but I wouldn't be surprised if the stock cracks $100 in May. Images S/O: @FransBakker9812, @tempocap2
𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 tweet media
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Hayes Fawcett
Hayes Fawcett@Hayesfawcett3·
BREAKING: Four-Star OT Jimmy Kalis has Committed to Ohio State, he tells me for @Rivals

The 6’8 280 OT from Pittsburgh, PA chose the Buckeyes over Georgia, Clemson, and Texas “Thank you Jesus. Columbus I’m Home. Go Bucks! 🌰” on3.com/rivals/jimmy-k…
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Ohio State Football
Ohio State Football@OhioStateFB·
TSC to CHJ for six 🗣️ 📺 Big Ten Network
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