
Jay Graham
10.9K posts

Jay Graham
@JayGNeumark
Just learning trend trading. Aiming for early retirement. Trend investor not daytrader. Lets gooooo! #BTC $CLSK $HOOD, $HIMS, $PLTR etc.


Anthropic gives $15 billion a year to SpaceX. Let’s assume Anthropic signs a mega deal with $IREN on the entire Sweetwater site with 1.4 Gigawatt power with the latest $NVDA Rubin NVL72. Use the same rate as SpaceX. The deal would be $5.83 billion per month. The total deal should be $350 billion dollar for a 5 year contract. With $70 billion ARR, what would be IREN valuation then? 1 trillion maybe. $IREN will be $3000. That’s just Sweetwater 1. Do you have enough $IREN?

Bezos on CNBC: "You could double the taxes I pay, and it's not gonna help that teacher in Queens. I promise you."




BREAKING: The US 30Y Note Yield rises to 5.18%, its highest level since July 2007.


So she has not washed her hair for two years?😱



IREN has acquired Awaken, a creative and media agency specializing in content strategy and brand development for high-growth companies. Senior members of the team will join IREN, including Founder and CEO Chris Parker, who will lead IREN's brand and marketing strategy. Daniel Roberts, Co-Founder and Co-CEO of IREN, commented: “As we expand across new geographies and customer segments, brand awareness and customer engagement become increasingly important. Chris and the Awaken team have been trusted partners to IREN for some time, and bringing those capabilities in-house was a natural next step as the platform continues to scale." Learn more: iren.gcs-web.com/static-files/d…





U.S. monitoring attack-drone threat from Cuba. - Axios



Nobody is paying enough attention to what is happening at Figure AI right now. Its humanoid robots are now working 70 hours straight livestream, sorting packages at around 2.6 seconds each. That is reportedly FASTER than the average human worker (3secs). They have now sorted over 88,000 packages with no human assistance, no teleoperation, and no cloud. The company says it will NOT STOP the stream until a robot physically breaks. The labor market is about to be redefined.

Just a friendly warning. We don’t even make $200k per year in Congress despite working nearly 140 days. If we aren’t properly compensated, a lot of us will go to the private sector and you will be left with some real idiots in Congress.












