jables77

I’m pleased to announce that I have acquired Psychokitty#2522. For those unaware, it is the only PK in the collection with a mural painted of it on a building in Florida by artists @Ugonzo_art and @ElRealGenius Collection on @cryptocomnft #CRO #psychokitties #History

@Jake__Wujastyk ELON

If $TSLA fills the gap next week at $374 I’m giving $500 to 4 people. Comment ELON to be eligible.

@clintoptions SPY

🚨I had Claude AI analyze thousands of companies and build the ultimate investment list for 2026. The results? Absolutely insane. Some picks are obvious. Others will make you question everything you thought you knew about the market. Like + Repost + Comment "SPY" and I'll DM you the full list for FREE. Do NOT sleep on this. 2026 is already moving fast.

@vstarbanks Solid work.

I know this is has been one of the toughest times financially and with everything going on, a lot of people could really use some help right now giving back some of what God gave me even if I took a hit as well, it’ll come back to me in time. $2,000 ($500 each) 4 winners just reply, don’t need to follow me. ❤️

Very well written as always. There’s a lot of fear and uncertainty around the market, but taking a moment to puts things into perspective and go over a thesis again, despite difficult price action, is a solid choice and reminder of why each of us chose to invest in the first place.

$IREN: Putting things into perspective There is really no other way to put it. $IREN's recent price action has been severely disappointing. The stock is now down over 20% YTD and nearly 60% from its all time highs. I honestly feel for people who first started investing in $IREN over the past ~6 months. $IREN hasn’t been the easiest stock to hold in recent months. There is no doubt about that. These days, I’m getting messages left and right from friends and family who are positioned in the stock. Most of them are baffled by the price action and are trying to make sense of it, and I think many investors find themselves in a similar situation. In this post, I’ll lay out my perspective on the matter, providing you with some valuable context on the current situation. First of all, it’s clear that much of the current sell-off over the past couple of weeks can be attributed to the macro backdrop. Virtually every stock is getting hit hard by a situation outside of management’s control. Clearly, however, some stocks are getting hit harder, and $IREN finds itself in that bucket. I see many investors attributing this volatility to the fact that $IREN's market cap is relatively small, but I wouldn’t say that’s the primary reason. After all, the company’s market cap has increased tenfold over the past year, and the stock still pretty much trades the same, with lots of volatility in both directions. Just consider that $TSLA is a company with a trillion dollar market cap, yet it still trades like many small and mid caps. The real reason for heightened volatility in some stocks is the gap between diverging opinions around the investment story, not just the market cap itself. Public companies that have a wide range of differing views will naturally trade with more volatility than something that is more established and has a stronger consensus among market participants. A great case study is Apple. Nowadays, $AAPL's price action is far less extreme than it was in the early 2000s. What changed is that, back then, Apple was still far less established than it is today, and its long-term positioning was much less clear to the market. The company’s moat was nowhere near as obvious as it is now. Many market participants feared fierce competition from the Windows ecosystem, with some even arguing for the inevitable commoditization of the PC itself. Then, on the other end of the spectrum, you had $AAPL bulls who saw the company as much more than just a PC vendor after the first iPod launch in 2001 and later the release of the iPhone in 2007. I’m sure some bulls, who were ultimately proven right, argued for 50 to 100x upside in the stock. So, on the one hand, you had investors arguing for deteriorating financials and eventual bankruptcy, while on the other you had investors calling for a 100x in the stock. These vastly different ranges of opinion created heightened investor uncertainty, i.e., fear, while at the same time fueling greed among investors looking for the next multibagger. Greed and fear are the most prevalent emotions in financial markets. More of both always creates more volatility. Nowadays, Apple is widely viewed as a slower growing but robust company with very predictable earnings and cash flows, so the spread of consensus is much narrower. There are not many investors who believe $AAPL will pull 10x move any time soon, but at the same time, pretty much no one thinks the company could go bankrupt in the coming years. $IREN, on the other hand, is still early in its growth story and is operating in a rapidly evolving market that is not yet widely understood. The volatile price action is largely a reflection of how uncertain the broader investor base still is about the company, with many investors not having done the necessary work to truly understand the business from the inside out. The only real way to stomach this kind of price action is to have very high conviction in both the company and the investment thesis, and that conviction can only be built through proper due diligence. The main takeaway here is hyper-growth stocks such as $IREN tend to suffer from stronger sell offs than most other companies, often even for factors unrelated to the company’s underlying fundamentals. As a reminder, $AAPL crashed by over 60% from its all time highs in the years following a very successful iPhone release because of unrelated macro events. The company even grew its revenue and earnings during the 2008 recession, yet the stock kept falling. Just let that sink in... In retrospect, buying $AAPL at $3 during that time, or simply holding the stock through the crash, was the most obvious play. But that required investors to see through the macro noise and focus purely on the company’s fundamentals. Just imagine how many good sounding bear arguments were flying around in the midst of what, at the time, seemed like a complete collapse of the financial system. Today, companies like $IREN are getting punished hard by broader market turbulence, even when the factors driving that volatility have little impact on current business operations or runway. Nothing has changed for $IREN. The market is still severely compute constrained, and $IREN is one of the few players with the technical expertise and resources to help fill that void. Even if the economy were to deteriorate as a result of rising oil prices, demand for AI is one of the last things I would expect to wane. Just like demand for the iPhone in 2008 only accelerated despite a horrible macro backdrop. I’d recommend everyone revisit their thesis for why they invested in $IREN in the first place. If nothing has changed, then there is no reason to panic. While my thesis on the stock has materially evolved over the past years, the core essence of the story has not changed one bit and, if anything, has only gotten stronger: $IREN is one of the best positioned companies for what is shaping up to be the most disruptive technological paradigm shift of our lifetimes, the rise of AI. As a final note, be aware of stock pumpers hopping from one theme to another. $IREN is not a trade. At least it is not for me. Would you have traded out of $AAPL at $3?

@BitcoinAIGuy Where’s Waldo?

WHERE IS DAVID LEAVENSON???? WHERE IS SERENITY???? WHERE IS JIM CHANOS????? WHERE IS DR. PEPPER?????

@colin_gladman 81

Ok let’s play again! Teeing up at TPC Scottsdale Stadium course today. Guess what I’ll shoot from the tips and get one month free in my trading room or $300 cash. 7261 from the tips. Weather is much windier today than yesterday. Wish me luck!

Still holding that rope. In truth though, over half my $IREN shares are in long term capital gains. By April 1, almost all go into long term capital gains. It’ll just be 500 shares to go for long term after that. 200 of which go long term by April 10, then the last 300 in May. So when I finally do sell rather than constantly trade them like in the past, it’ll at least be taxed favorably. Plenty of calls and cash secured puts opens as well.

Reply if you’re holding strong 💼 💎 🙌

@colin_gladman 77

Let’s have some fun. About to tee off at the Phoenician. Guess what I’ll shoot from the tips. Winner gets $300 or a month in my discord. Will be making every putt and playing it down. 6518 yards from tips. (If same people guess it, whoever posted first wins)

@Agrippa_Inv Well stated. Once ERCOT can prove to the world that $IREN is a part of Batch Zero, it’ll really help separate the haves from the have nots and show the true strength of IREN being early to the game.

$IREN: Fake vs Real Power Something that appears to be overlooked by the broader $IREN investor community, and especially by analysts, is the recent set of ERCOT (Texas grid) changes. For a long time, most data center developers could purchase random parcels of land, or secure land through option agreements, and then claim they had a “multi-GW” power pipeline in Texas. Somewhere in the footnotes, they would then clarify: *Pending grid studies, interconnection agreements, and ERCOT approvals.* It used to be difficult to distinguish between what was “real” power and what was, at best, aspirational. That was especially true for projects already halfway through the process, such as those that had partially completed grid studies but had not yet secured the remaining approvals. This led to a tsunami of “fake” power claims from operators across the industry, many of whom used inflated pipeline claims to support their valuation and strengthen their negotiating position. With the new ERCOT changes in place, that is no longer possible. The statewide grid operator has now introduced a new batching system that categorizes projects based on real, tangible progress and the steps they have taken, queuing them accordingly. As of today, it largely comes down to whether your project is in “batch 0, base load”. If you are not in this initial batch, you can effectively kiss your project goodbye until, at the very earliest, 2028. For the first time, counterparties (i.e., customers) and investors alike can distinguish between what is real and what is fake, or at best still many years away. This plays directly into $IREN's hands, as it is one of the few operators in the space that has always been straightforward about its power pipeline, only announcing sites that have gone through all the necessary steps and approval requirements. As such, $IREN's Sweetwater 1 & 2 sites are all but guaranteed to be in the first “base” batch, with additional unannounced sites also likely to be part of it. These new changes undoubtedly strengthen $IREN's negotiating position, as the pool of seemingly near term capacity has now shrunk by a meaningful margin.

Speculation on $IREN and why and when a major deal could be released. A personal theory of mine on why a major deal hasn’t been announced for Sweetwater yet is based on several reasons. Firstly, Ercot has yet to release their Batch Zero list. It seems more than likely Sweetwater will be included in it based off signed agreements being in place, but as it stands now, it’s probably like a 99% chance, and not 100% . For the reason, it’s hard to sign a deal, especially one that will likely involve many billions of dollars when something is 99% and not 100%. Dan and Will likely don’t want to sign a deal either if they have to put a provision in the deal saying on the very small chance that Ercot doesn’t include it in Batch Zero, that the deal could possibly have to be altered, delayed or cancelled. They like to operate on absolutes and don’t promise anything they can’t guarantee they’ll do. Ercot has stated the Batch Zero list will be done by June or earlier, so it could be anytime from now until June. Secondly, energization of the Sweetwater site is also another key milestone that could be another key part while a deal hasn’t been signed yet. It appears the site is on track to be energize on time still, but it’s another thing that could possibly affect timelines on a deal if some reason it wasn’t done on time. I personally believe they’ll hit the goal on time, but when signing massive deals, the more that is already in place, the easier it is to negotiate and get terms you want. Thirdly, having GPU’s is a necessity to be able to fulfill terms of a deal and to generate revenue. Management may be waiting on guarantees from suppliers such as Dell who they are working with on securing GPU’s. They likely want to have a clear outline on when GPU’s would be delivered to Sweetwater to know timelines on when the site would be ready to go and fulfill their end of any deal(s). As I mentioned above, this is all purely speculation on my end, but it is based on logical facts. Dan and Will do everything that they say they will do, so by having more of these pieces in place, it makes outlining a deal much more clearer when they have these 3 different pieces in place. So we know that Ercot can announce Batch Zero between now and June. Sweetwater is expected to be energized in Q2 of this year, with April seeming the most likely, but May and June would also still be Q2. And then GPU deliveries would be based off what Dell or others can guarantee to them based off whatever discussions I imagine they have had already. So while it doesn’t narrow down a deal timeframe from the already expected timeframe of anywhere from now until sometime later in the year, I think it’s safe to say as each 1 of these 3 different parts are guaranteed to a 100% resolution, the deal announcements are more likely to happen. So most likely June at the latest and possibly earlier if 1, 2 or even all 3 of these are completed before then. If @danroberts0101 was able to chime in more on that it would be great, but I know he might be limited on what exactly he could say. Nonetheless, this is just my personal thoughts on the matter and what I’m expecting to play out. I’m currently long on the stock and hold both shares and options.

@notkenspeckle @BitcoinAIGuy Haha, yeah it’s been a rough go for them too.

@Jables771 @BitcoinAIGuy $CLSK

Prediction: $IREN, $MSTR, and $NBIS will all be $120 simultaneously at one point this year.

@Cryptolution $DOG

How many people can say $DOG in the comments? 👇

@BitcoinAIGuy Good times back then. Wish I had loaded even more IREN with everything I could spare.

@Jables771 I remember that day vividly.

@BitcoinAIGuy @NVIDIAGTC Looking pretty promising.

$IREN 's latest presentation at @NVIDIAGTC teases the Vera Rubin 👀 Is something cooking at Sweetwater?

@DollarCostAvg @grok Thanks. Soon we’ll see how much $IREN can move off the strength of a great deal.

@Jables771 @grok Following you Fellow Brother !

$IREN IF CLOSE TOMORROW ABOVE $45 and BULLS TAKE CONTROL. I will give away $400 USD (10 Shares of $IREN To one of the follower) Comment below 👇. @Grok pick a random winner of $IREN price closes above $45 tomorrow ✅

@DollarCostAvg @grok Haha. It would be great. Whenever $IREN does announce a deal, max pain will go completely out the window for that week.

@Jables771 @grok Maybe Retail Will cause Max Pain to Marketmakers. 😆

@C2Blockchain Loading up very nicely $CBLO $DOG

$CBLO $DOG x.com/i/trending/203…

@cuteonlyvibes Amen

BREAKING NEWS 🚨: God is about to replace your financial anxiety with an overflowing bank account. The tears of stress are going to turn into tears of absolute joy before the middle of March. Say "Amen" to receive it!!!