Simon G

$REPL I would be very surprised if this doesn’t get approval

@BiotechAutist Te la sacaste. Congrats

$REPL Quiet now.

@GrindeOptions Solo 70?

Mark my words, $IREN will be a $60-$70 stock.

@marcusyul @LumaLabsAI Que tiene que ver claude aqui ?

Hace 6 meses tardaba horas en convertir un boceto en un render realista. Esta mañana con Uni-1 me llevó 8 segundos. Todavía no entiendo lo que acaba de pasar. @LumaLabsAI

@HedgehogTrader So your nev post are spam?

Nevada Sunrise Metals $NEV.V $NVSGF Their Griffon Gold project produced 62,000 oz Au in 1998-99 when Gold was $278/oz! Holds 3 Nevada lithium projects-Gemini West, Jackson Wash and Badlands & a 2% NSR royalty on the 7.1M LCE Gemini Lithium project. [I'm compensated by the company and own shares.]

@FransBakker9812 @IREN_Ltd @danroberts0101 @bitcoinbutcher1 Will be recorded?

$IREN Weekly Space 3/8/2026 @ 9PM ET Join us this Sunday for another @IREN_Ltd themed space. This week, we are happy to announce the co-CEO of IREN, @danroberts0101 as guest speaker on our space. Co-host: @bitcoinbutcher1 See you Sunday! RSVP: x.com/i/spaces/1AKEm…

@FBaonza @jesusmarana @AimarBretos @La_SER Wow como ha cambiado la cosa @AimarBretos

@jesusmarana @AimarBretos Enhorabuena a @AimarBretos , otra vez. Sus análisis y reflexiones, o sus entrevistas, como la de hoy a víctimas de la ablación. Un gran valor de la @La_SER .

Muy difícil explicar mejor el contenido de la reforma laboral que hoy, por encima del esperpento, se ha aprobado en el Congreso. Esto de @AimarBretos 👇👇

The reason I was so forceful with Mocking Bird was because the "Where is all the money coming from?" or the "The Microsoft deal wasn't accretive" are lazy and tired takes. Not only is it flat wrong, but like you're doing now, those that posit that argument never actually say why the deal isn't accretive. They just say it isn't. Lazy. The company was clear in that they separate the two business segments (DC, CSP) for the purposes of IRR. If it wasn't obvious before they disclosed the final terms ($3.6B, <6%) of the MSFT deal, it should be very obvious now - the MSFT deal was an excellent deal. Let me get the obvious out of the way: On the CSP side, IREN is procuring $5.8B worth of GB300 GPUs with only using 260M out of pocket (equity). $IREN is making the CSP side of this deal capital light! By my math, $260M is returning $735M over the course of the 5 year contract. This with effectively zero GPU obsolescence risk as the contract length ensures the GPUs are more than "paid back" within the length of the contract. If the GPUs have any residual value at the end of the 5 year period, this deal goes from from a 3-run homerun to a grand slam. Just 15% residual value adds close to $1B to the returns. Yes, that's years away, but every available data point today and the demand of compute suggests they will have RV. Now the not so obvious for the "where is the money coming from crowd": Yes, it's true, that IREN will have paid $3B for the construction of Horizon 1-4. But this money would have been paid whether it was a colocation deal or CSP. Yes, the DCs costs are currently out of pocket or with higher interest rate construction financing ( on the balance sheet). This is the nature of infrastructure. You pay out of pocket or with high interest rate financing because large infra projects are inherently high risk (delays, supply constraints, obstacles, missed timelines, etc.). Here's the catch, as soon as Horizon 1-4 are live and generating revenue (i.e., derisked) , we're going to get most of the $3B back. As Anthony Lewis told us during the earnings call a key priority for financing will be to unlock the $3B out of Horizon 1-4 by "borrowing against" what will be extremely valuable long term assets. For the same reasons that the GPU financing was on such good terms, financing Horizon 1-4 will too. Data Center cashflows (colocation cashflows - again, IREN separates business segments) anchored to one of the best counterparties on the planet in Microsoft. Once they unlock the $3B guess what they'll do with that cash? Yes, build the next set of Horizons. And once those are built, guess what they'll do then? Yes, unlock that money again. Rinse and repeat. No, I'm not suggesting they won't ever have to raise cash again - but what I am suggesting is that the "where is the *does math* 3 gazillion bagillion dollars to build it all out coming from?" crowd are just lazy and uninformed takes. Lock the @#$@ in Phil.

@william26694 @matthew_sigel No. Dan was clear in the call, NO colo.

@matthew_sigel iren would do colo ?

*ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting 10 GW by renting capacity from cloud providers and, notably, by leasing its own data center space,meaning it would likely purchase/operate the server equipment inside.

@inversormodest1 Jaajaja Pedro es un clasico, lleva dando la turra con nvidia desde antes de aranceles, se puso en corto desde yo que se si 90, tuvo que cerrarlo tras el rebotazo de primavera, pues nvidia apenas ha caido ni un 10% y tiene los huevazos de salir diciendo eso jajaja

Os traigo la viñeta del día. Cuando el mercado baja un 3% desde ATH ya salen a decir TE LO DIJE!!!! 🤣 Este genio del marketing es el de YOLO SHORT $NVDA.

@4fun1984 @DeepValueBagger @otium33 Exactly, you cant say the same for $nbis f.e because they ran out of available GW, we $iren decide our destiny with patience, get the best conditions for our company and future, there are plenty of options, and will be lot of more options to choose in the comming months.

@DeepValueBagger @otium33 Well when every mag7 company is in desperation to get power and the value of every MW goes up literally by the day they can choose the partner bro.

The most frustrating thing about $IREN call is the founders keep answer the questions the same, condescending way, the all the questions are the same... when are you going to make a deal? The answer is always: we're patience to do it our way. The market sense this as reflected in the price. We want to see results. By Q2, we they promised 500M ARR, and progress on Microsoft. Let's see.

@DeepValueBagger @otium33 $iren hold the leverage in negotiations, not arrogance, its a clear message: they won't be lowballed on prices as a unique player. No one matches their approved energy portfolio & world-class execution Bullish on air cooling, quick switch to HPC, deploying 700MW in weeks.

@otium33 it's a bit arrogant when they say "we pick the customer"

@PELOCARRI @JavierSanz Pregunta a @alc2022

@JavierSanz Y $DUOL a donde va?

BITCOIN directo a 50.000. $MSTR RIP

@JavierSanz Luego rebote a 85k para dejar mas pillados y a plomo a 30k donde comprare gustosamente

@risenfit $0

$UPXI In downside price discovery. Already started making new 52-week lows

@midascabal Bro keep calm, we iren holders dont care if deal is announced or not in near term, The longer it takes to reach an agreement, the better for Iran; the more expensive MW prices will be due to the shortage.

If $IREN x Amazon is not announced, $IREN will tank hard.

@Crazymoments01 ia

Balcony Accident A balcony collapsed while people were celebrating on it at a wedding in Italy.

@sieiro_jorge 140k con calls de $iren.

Ayer mi cartera de acciones sangró más de 20.000€ por culpa de $MSFT 😱(tengo bastante concentración ahí) ¿Cuál es la mayor pérdida EN UN SOLO DÍA que has sufrido en bolsa?

@Ramon_AlvarezMM Unai Emery NO sirve, acaso no lo demostro en el PSG? Cuando tienes estrellas y egos en el equipo no puedes tener un entrenador intervencionista como Emery pk no te van a hacer ni p caso, te haran la cama.

🚨Si el Real Madrid decidiese un cambio de entrenador a final de temporada, Unai Emery sería el mejor colocado. Ya habido conversaciones hace días para conocer su disponibilidad. Más detalles en el canal.

@GutierrezCap_ donde podiamos seguir tu portfolio? Me pasas link?