Sami Nykänen

Spot on! Fasting = metabolic flexibility in action 👇 24h+ fasted, zero intake. 5km run + 95s ice plunge + walk. Blood sugar ROSE (slightly from 4.0 → 4.2 mmol/L for demand), ketones SOARED 2.5 → 3.0. No crash, just precision fuel from body fat. Evolution nailed it. Full n=1 thread: x.com/FatBurningBeas…

What doctors think about fasting: - Starvation mode destroys your metabolism - You'll lose all your muscle immediately - Dangerous blood sugar crashes - Disordered eating - You need food every 3-4 hours - Breakfast is essential for health What fasting actually is: - Metabolic flexibility at work - Muscle preservation through growth hormone elevation - Blood sugar stabilizes perfectly - Normal eating pattern for 2.5 million years - Digestive system gets a break - Breakfast was invented by cereal companies in 1944 Your body has 100,000+ calories of stored fat but somehow you'll die if you skip toast for a morning. Evolution is terrible at planning.

Exactly! Demand-driven GNG in action 👇 Fasted 24h+, zero intake. Did 5km run + 95s ice plunge in Jyväskylä winter + walk home. Glucose ROSE from 4.0 to 4.2 mmol/L, while ketones climbed 2.5 → 3.0. GKI improved to 1.4. Body made its own glucose precisely when needed — no calories required. Metabolic flexibility! Full n=1 thread: x.com/FatBurningBeas…

“Protein can turn into sugar.” That sentence has caused more nutrition fear than it should. Gluconeogenesis is demand-driven, NOT supply-driven. Your liver makes glucose when your body needs it, not because you ate a big ribeye. If protein caused “high sugar”… keto/carnivore would CREATE diabetes. In real life, we see the opposite: ✅ lower insulin ✅ lower triglycerides ✅ better A1C ✅ reversal of metabolic syndrome Protein isn’t the problem. Metabolic dysfunction is.

6/6 Big takeaway: Fasting ≠ zero glucose. Ketosis ≠ crashing blood sugar. A metabolically flexible body raises BOTH glucose and ketones on demand. That’s not a bug — it’s a superpower. Data: Keto-Mojo. Similar experiences? 👇 #keto #fasting #metabolicflexibility

5/6 Your body’s internal factory kicked in: • Gluconeogenesis (liver makes glucose from protein/glycerol) • Cori cycle (recycles lactate from muscles) • Adrenaline surge from cold + exercise: "Liver, release fuel NOW!" Brain/red blood cells get precise glucose. Muscles stay on ketones/fat. Hybrid engine perfection.

1/6 The "impossible" keto data 🥶🔥 24h+ fasted. Hard training yesterday. Zero food/drink today. Ran 5km, ice swam in Jyväskylä winter, walked home. And my glucose went UP — while ketones soared even higher. How your body manufactures fuel on demand. N=1 experiment 🧵👇

$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack "software orchestration". Well, it turns out that all of these doubts were severely mis-guided. Investors who did extensive research and analysis of the AI sector understood that it was always just a question of time — not merely because $IREN "has the power", but because they have world-class engineers and a one-of-a-kind CTO in Denis Skrinnikoff. Combine that with excellent leadership at the top & this was a forgone conclusion. Now keep in mind, this multibillion $ deal — which, on the surface, appears to have a very strong ROIC profile — barely encompasses 300 MW (gross) of $IREN's ~3 GW power portfolio. There will be many more deals, whether in hyperscale cloud contracts or in the form of high-yielding “premium” colocation partnerships. This is truly just the beginning... Congrats @danroberts0101 & Team. Couldn’t be prouder as a shareholder today! 👏🎉

$IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT

🚀 $OPEN is showing serious conviction! CEO loading up on shares + execs scrapping 10b5-1 plans = strong insider confidence. With Opendoor’s tech-first iBuying model streamlining real estate and rate cuts fueling housing demand, long-term upside looks 🔥!

$IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash, financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in financing secured for prior GPU purchases - 36-month lease - 100% of the purchase price - Lease payments calculated utilizing high single digit interest rate Press Release: iren.gcs-web.com/static-files/b…

Inspired by @ericjackson's calls on $IREN, $CIFR, and $OPEN! Here’s why: 🔋 $IREN & $CIFR: Top-tier Bitcoin miners with low-cost energy, cutting-edge hardware, and vertically integrated operations (land, power, GPUs). Their green energy focus and prime locations give them a massive edge. With power as the new bottleneck - AI data centers need 5GW, like a small city, plus high-speed fiber - their pivot to AI/HPC screams growth. 5+ year HODLers could see epic returns. I’m holding to 2030+! 🏡 $OPEN: Opendoor’s AI-driven iBuying is shaking up the trillion-dollar housing market. New leadership, cost efficiencies, and Fed rate cut tailwinds fuel its retail boom. But execution is critical: fundamentals need close scrutiny. I’m cautiously bullish, eyeing progress. Up +40% on $CIFR, +80% on $IREN, +100% on $OPEN. Adding monthly, raising cost basis. Thanks, Eric, for the spark! 🔥

Just went live on TV with @cvpayne on @foxbusiness 🔥 Broke down why $OPEN, $IREN, and $CIFR are 100-bagger plays. And why I want @Drake to roll with the $OPEN Army to flex on Kendrick. Let’s ride. 🚀

$OPEN to $80+? Your $GME / $AMC call was legendary, and this might be the next big play! Retail buzz is electric - breaking $5 could ignite a short squeeze (~20% short interest). Fundaments? Opendoor’s AI-driven iBuying disrupts a $1.6T housing market, with new leadership and cost cuts driving momentum. Fed rate cuts and a housing rebound add fuel. $OPEN’s low P/S (0.5×) feels truly undervalued. Watch $5 for liftoff!

Absolutely agree - $IREN has moonshot potential written all over it! TeraWulf’s $3.7B AI hosting deal with Fluidstack (Google-backed!) sent $WULF soaring ~50% intraday, proving the market is hungry for miners landing hyperscaler partnerships. IREN’s projected 2 GW at Sweetwater by 2027, backed by 100% renewable energy, makes it a prime candidate for a $WULF-style deal. That kind of clean, scalable infrastructure is exactly what sustainability-focused hyperscalers are chasing. Let’s talk numbers: If IREN secures a deal similar to WULF’s - say $370M/year with 85% NOI margins - that could conservatively justify a $50–$100/share valuation. And if the market starts pricing in future growth and scarcity of energy assets? $200+ isn’t out of the question. Truly a Picasso at a garage sale. Also worth watching: CIFR. With 2.5 GW of power agreements and a debt-light balance sheet, it’s well-positioned to pivot into AI/HPC hosting. Both IREN and CIFR are sitting on rare energy infrastructure that hyperscalers are scrambling to lock down. The catch? Execution risk and rising competition could slow the rerating. But the setup is there. The rerate is coming.

$IREN just outmined $MARA, the "largest" Bitcoin miner with a 5-year head start? Mind blown! Here’s why $IREN’s crushing it: 🔧Elite Efficiency: $IREN’s 50 EH/s churned out 728 BTC in July, beating $MARA’s 703 BTC (59 EH/s) and $CLSK’s 671 BTC (50 EH/s). Its 15 J/TH fleet efficiency is top-tier, squeezing more BTC per watt than competitors’ older rigs. ⚡️Rock-Solid Uptime: 97% uptime (per Jefferies) means $IREN’s mines run like clockwork. Advanced software optimizes ASICs, predicts maintenance, and balances energy loads, leaving $MARA and $CLSK in the dust with outages or inefficiencies. 🌱Green & Cheap Power: $IREN’s 100% renewable energy (hydro-powered) slashes costs to ~$22.86/BTC, boosting margins (70–77%). $MARA and $CLSK mixed energy sources can’t match this cost edge. 💻HW + SW Synergy: State-of-the-art ASICs paired with proprietary software for real-time monitoring and pool optimization make $IREN a technical beast. Its HPC/AI pivot shows it’s not just a miner - it’s a compute king. 👑$IREN’s operational excellence, low costs, and green cred make it the undisputed Queen of Mining. Now, this Queen is seizing a massive slice of the AI pie, powering the future with her GPU-driven compute kingdom! Bullish? I'm not bullish enough!

Markets crashed Friday after a dismal US jobs report (73k added vs. 100k expected, also May/June revised down 258k) and Trump’s tariff bombshell reigniting trade war fears. Recession looming? Possibly. WW3? I don't think so. AI/HPC demand is poised to explode over the next 5 years - mining & AI infra will be the backbone. Hyperscalers are projected to pour ~$380B into AI capex in 2026 alone! My picks: $IREN (70%) & $CIFR (30%) for their elite efficiency, AI/HPC pivot, green energy focus, and killer energy pipelines. $IREN (<$4B mcap) & $CIFR (<$2B mcap) have nailed execution over the past 12 months. I expect the next 24 to be🔥

$IREN is my pick for a 10+ year hold with 100% confidence. This Bitcoin miner is brilliantly pivoting to AI high-performance computing (HPC), capitalizing on the explosive demand for AI infrastructure. Here’s why $IREN stands out: Proven Execution: $IREN consistently hits ambitious targets, scaling to 50 exahash in Bitcoin mining ahead of schedule. This operational excellence translates to their AI pivot, with early HPC deployments showing zero downtime and high customer satisfaction. Strategic Infrastructure: Their data centers are built for the future, located near renewable energy and fiber optic trunks. This foresight enables a seamless transition to AI workloads, with proprietary designs supporting high-density racks (70-80kW air cooling) that rival liquid-cooled systems. Cost Advantage: $IREN’s HPC build costs ($6-7M/MW) are nearly half of competitors’ ($12M+), driven by first-principles design (e.g., no raised floors, optimized layouts). This efficiency boosts margins and scalability. Massive Power Portfolio: With 2.9+ gigawatts secured and potentially 5+ by 2030, $IREN holds a rare asset in a power-constrained market. This positions them as a unicorn, capable of serving hyperscalers or becoming a leading cloud service provider. Valuation Upside: Currently undervalued as a Bitcoin miner, $IREN could command a $30B-$1T market cap as it scales HPC and colocation. Their vertically integrated model and partnerships (e.g., Nvidia GPUs) enhance credibility.

What individual stock do you feel 100% confident holding for the next 10+ years?

$IREN is a strong candidate due to its focus on high-power data centers for AI and hyperscale computing, leveraging renewable energy sources. Modern hyperscale data centers demand massive power, advanced cooling, high-speed connectivity, and scalability = $IREN's strengths. There are rumors that discussions ongoing between $IREN founders and $META management. Probably just debating the finest green tea blend.

$Meta ’s Titan clusters require 1–5+ GW each. Sweetwater is structurally ideal for that scale, making it a compelling infrastructure contender. The AI compute infrastructure race has clearly shifted to those who can lock down massive power budgets. $IREN