Derry Sanchez

@EndicottInvests God bless you Bro

Life is good

I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country

Is tokens per watt the new key metric for AI factories? We caught up with $IREN's CCO Kent Draper to discuss his takeaways from @NVIDIAGTC. #GTC2026

WEN $IREN 🫡

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.

Dear God, bless my Mom.

Qué tonto de mi parte olvidar lo lejos que he llegado, solo porque todavía tengo que llegar más lejos. Disfruta y se agradecido.

Anoche murieron personas que tenían planes para hoy. Si aún estás vivo, tómate un minuto para agradecerle a Dios. Te lo ruego.

Day 1 at @NVIDIAGTC What an awesome first day - it was great to connect with thousands of developers, researchers, and business leaders to hear what they're most excited about for the week ahead. #GTC2026

$IREN vs. $NBIS vs. $CRWV Made some good money on $NBIS in 2025, but after alot of research I believe $IREN is the better company with the best risk/reward, and have been rewarded since! Valuation as contracted capacity: CoreWeave: $44B/3,100 MW = $14.19 million per MW Nebius Group: $25B/3,000 MW = $8.33 million per MW (removed $5B from MCAP due to Clickhouse, Avride, etc) IREN: $14,5B / 4,500 MW = $3.22 million per MW I also believe IREN will generate better returns because they own their data centers and avoid having to lease from third parties, as $CRWV and $NBIS have to do. However, this demands tremendous execution from IREN's management. I also appreciate IREN's transparency compared to Nebius. Nebius does not disclose their GPU count, Capex/MW, or other key metrics that are crucial for an investor to know when it comes to their deals. Im bullish on the sector, but believe Iren will be the fastest horse🔥 My money and trust is placed in the Roberts brothers.

🫡🔥

New $IREN Deep Dive: Childress Unlocked I’ve spent the last couple of weeks writing the most important $IREN deep dive I’ve published to date. Air-cooling at Childress is a MUCH bigger deal than the vast majority of investors and analysts realize. Honestly, $IREN price targets across the board should be well above $100 at this point. But Wall Street missing the forest for the trees is nothing new. I’ve extensively modelled out the company’s near-term pipeline using conservative assumptions (below management’s guidance), and it’s clear as day that the market isn’t properly pricing in $IREN's industry-leading earnings power. $IREN is going to make BILLIONS of actual net income over the coming years… not just meaningless EBITDA or top-line figures, but real profits flowing to the bottom line. If anyone is the next hyperscaler, it’s $IREN. Remember, real hyperscalers are actually profitable… At the same time, every investor should be aware of looming industry risks that affect all neo-clouds in the sector and evaluate how they could impact the investment thesis. That’s exactly what I’ve done for all our readers. These are the topics this new report covers: ➞ Breaking down the new GPU orders + new guidance ➞ Implications of air-cooling ➞ Extensive pipeline modelling ➞ Comprehensive analysis of the new $6b ATM ➞ Risks to the investment thesis ➞ + Plenty of bonus topics This 40+ page mega deep dive covers everything $IREN investors should be aware of today. It’s written in a very reader-friendly way, with many graphics & embedded video clips throughout. I chuckle when I read so-called “analysts” on X give their takes on $IREN after doing nothing more than surface-level analysis (at best). Most investors have no idea where this is heading… If you’ve read the new deep dive, I’d love to hear your feedback in the comments. Appreciate all of you, cheers! ✌️ agrippa.investments/p/iren-childre…

@demian_ai @jimcramer 😂

@jimcramer Let's gooo ! may the inverse cramer not be upon us

their day!!!

🇺🇸🚨| LARA TRUMP: "¿Qué legado quieres dejar cuando ya no estés?" ELON MUSK: "Que fui útil para el progreso de la civilización, que ayudé a hacerla avanzar, que contribuí al acervo de conocimientos y capacidades, que ayudé a comprender el universo."

In 3... 2... 1... $IREN is live @NVIDIAGTC! Visit us at Booth #1107 to learn how our vertically integrated AI Cloud is enabling high-performance AI training and inference at scale. #GTC2026 #AI #CloudInfrastructure #DataCenters

Squeeze is coming 🚀🚀🤌🏼

$IREN is the only ex-Bitcoin miner to make it to the slide.

🚨 $NVDA CEO JENSEN HUANG SEES $1 TRILLION IN REVENUE BY 2027: “I am certain computing demand will be much higher than that”

"TOKEN KING" - Nvidia CEO Jensen Huang

$NVDA CEO JENSEN HUANG SEES AT LEAST ONE TRILLION DOLLARS OF REVENUE IN 2027