JedMosley

@barneyxbt @timbztrades 7% only matters if you can’t afford it. I just locked in a jumbo loan for 7% last month and it was the best decision of my life (34, 3rd home)

@timbztrades mortgage rates just went back to 7%

do not buy a house right now unless you have 20% down in cash rent. stay liquid. be patient the worst financial decision you can make in 2026 is locking into a mortgage at the top when the crash everyone sees coming hasn’t happened yet

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@BitcoinAIGuy Sold weekly calls for the 27th on 20% of my IREN position

$IREN max pain update: as of this morning, $IREN is up 6% but max pain actually dropped from $41.50 to $41 since March 21 (Saturday)'s update. That means while price was ripping, institutions were quietly buying puts at lower strikes — hedging against the move, not chasing it. When price rises but max pain falls, it's often a signal the rally doesn't hold into expiration. Options market is pricing in a fade back to $41 by Friday. Worth watching into the close this week.

@scottmelker Fewer people have options than you think, but yes

If you live in a state that sucks, you can move to a state that sucks less. You can leave the country entirely for a country that sucks less. You have options.

@danroberts0101 @brianfry01 @mikealfred 🐂⚡️

@mikealfred Appreciate it Mike. Lots of work ahead.

Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. There are no guarantees of anything in life but IREN has all the right ingredients. Let's freaking go.

@LandoInvests My portfolio is semi large and very concentrated. I see an asymmetric bet, I take it.

I get asked often "what do you invest in?" For most that answer is index funds like $SPY and $QQQ. Now let me be clear, there is NOTHING wrong with that My style, especially since my portfolio is small, is concentration instead of diversification In short, I am 100% in $IREN

@JRichy6406 @mikealfred That’s what I’ve been doing the past month or so. Not doing it now though. One piece of news or deal (which has a high likelihood of coming in the next 30 days) will send it much higher IMO. I’ll start selling calls again when we reclaim $70. (IREN is 65% of my portfolio)

@mikealfred It just makes sense to over allocate and sell covered calls on 10-20% to generate a nice monthly. This way, I’m good with it sitting in between the $40-50 range.

@marksotoges Wouldn’t surprise me

IREN base case $210 in 2 years — here’s how My base case for $IREN assumes ~5× upside driven by monetization of ~2 GW of AI factory capacity using conservative assumptions across MW, revenue per MW, multiple, and dilution. Step 1 — MW online (~Q1 2028) • 750 MW Childress monetized • 1,000 MW Sweetwater Phase I monetized • 160 MW Canada monetized Total ≈ 1.9 GW (rounded down) Step 2 — Revenue per MW Use $8M per MW (below some industry estimates closer to $9–10M) 1,900 MW × $8M = $15.2B revenue Rounded down → $15B annual revenue Step 3 — Conservative multiple Assume 6× Price/Sales $15B × 6 = $90B market cap Step 4 — Conservative dilution Assume 420M fully diluted shares $90B ÷ 420M shares = $214/share Rounded down: Base case price target → $210/share ≈ ~5× from ~$40–45 --- Why this base case is conservative Upside drivers: • Additional pipeline disclosures in North America & Australia • Continued rise in GPU demand and pricing power • Improved efficiency from NVIDIA Vera Rubin architecture • Revenue per MW closer to $10M • Higher P/S multiple as AI factory category matures • Longer useful life of GPU clusters --- Sensitivity 6× P/S → $210 8× P/S → $286 10× P/S → $357 12× P/S → $429 --- Conservative assumptions on: MW deployed revenue per MW multiple dilution …still support a credible ~5× scenario in ~2 years. Base case only. Not financial advice.

@PostyXBT Hold all besides SOL and TAO. Looking to get back into TAO maybe

What I'd be comfortable holding for 5 years: $BTC $ETH $SOL $LINK $HYPE $TAO

@growthrapidly Higher

$IREN $72,000 invested in this stock just 1 year ago would be worth $416,600 Today. That same amount will be worth $1,000,000.00 by the end of this year.

@danroberts0101 @ilzmcfly @NVIDIAGTC Delivery soon

What a week at @NVIDIAGTC Three themes: 1. Time-to-compute 2. Scale 3. Execution Not just how much compute, but how fast you can deliver it.

@TheTechInvest Excluding my crypto holdings, IREN makes up 80% of my portfolio. CIFR and MU make up the other 20%.

$IREN MC $16.4B Portfolio: 4.5GW including multiple GW pipeline (secured too): The estimated value of 1GW is over 30B Sooner or later, the secured power will be priced in. I am all in on $IREN but I would add these companies to my neoclouds portfolio: $WULF, $CIFR, $CRWV, $NBIS, $HUT, and $APLD.

@FreeWyckoffs Agree. One piece of good news with the war and it’s up only

One more for you guys to drive it home.

@NoLimitGains I sold my house in 40 days with multiple offers in February. Bought another one right after for 7% under asking. The homes that aren’t selling are in undesirable areas, not well maintained, and priced too high.

Nobody can sell their house. Nobody can afford to buy one. Retail can barely afford groceries. Companies can’t afford to refinance their debt at current rates. $9 trillion of US debt rolls over this year. But sure, we’re good.

@DollarCostAvg More IREN

What are you guys going to be buying in today’s Dipty Dip? $qqq $spx $spy $iren $vicr $btc $eth $nvda

@Tekeee LITE and COHR are acting like nothing is going on. ATHs

Gold is crashing. Silver is crashing. Crypto is crashing. Stocks are crashing. The dollar is crashing. Real talk what should we buy now?

@DudeWhoInvests People taking profits on its massive run. Sorry to tell you that pump wasn’t fundamental.

Makes LITERALLY ZERO sense. GOLD the hedge for geopolitical instability is crashing in the face of geopolitical instability. Can’t make this up.

@LandoInvests Yea something wasn’t working right. It’ll probably be uploaded end of the week or next week

Has anyone been able to watch or listen to the $NVDA GTC with $IREN? I can’t seem to find it…

@amitisinvesting Not even close

does it feel like extreme fear to anyone?

@based16z I don’t like shorting with this much daily volatility everywhere. Rather collect some premiums and pick up stuff at prices I don’t mind holding for the next 12 months.