Jay
477 posts
@CernunnosCap @waltek192 @mikealfred I guess we shall see, I’m just a lucky guy who got in very early
English
Everyone who got laid off from their tech jobs should buy AI data center stocks so they can have the last laugh
English
Jay retweetledi
2026 looks like an inflection year for $IREN
Shay Boloor@StockSavvyShay
Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: • Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR • Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK, $CRM, $TEAM, $ZETA • Updated thoughts on Mag 7: $GOOGL, $AMZN, $AAPL, $META, $MSFT, $NVDA, $TSLA • Is $HIMS shaping up as a buy-the-fear setup? We’ll also leave the last 5–10 minutes for live Q&A so bring your questions!
English
Jay retweetledi
$IREN is pleased to announce it will be added to the MSCI USA Index, effective after close of trading on February 27, 2026.
The MSCI USA Index measures the performance of large and mid cap segments of the U.S. equity market and represents approximately 85% of the free float-adjusted market capitalization in the US.
Press Release: iren.gcs-web.com/static-files/0…
English
Jay retweetledi
$IREN news
IREN Added to MSCI USA Index
The MSCI USA Index measures the performance of large and mid cap segments of the U.S. equity market and represents approximately 85% of the free float-adjusted market capitalization in the US.
This inclusion is expected to enhance IREN’s visibility among institutional investors and index-tracking funds.
Daniel Roberts, Co-Founder and Co-CEO of IREN, commented: “Being added to the MSCI USA Index reflects the scale and liquidity we have built in the business. We believe this milestone will broaden institutional access to IREN as we continue to execute on our AI Cloud strategy.”
iren.gcs-web.com/news-releases/…
English
English
@PDPhilaPhil @bitcoinbutcher1 IREN is growing 140% CAGR… no one is afraid of volatility here
English
@BitcoinAIGuy @bitcoinbutcher1
Steady.
When Vol is this high it’s usually inductive that there could be one more move down.
$IREN
$BTC
*Walter Bloomberg@DeItaone
STOCK SELL-OFF NOT OVER, GOLDMAN TRADERS SAY Goldman Sachs warns that US stocks could face more selling this week, driven by trend-following funds known as CTAs, which have already hit sell triggers in the S&P 500. The bank estimates CTAs could dump up to $33 billion this week — and as much as $80 billion over the next month if the S&P 500 keeps falling. Even in a flat or rising market, these funds are still expected to sell. Market stress remains high, liquidity is thin, and options positioning (“short gamma”) could amplify price swings, making trading more volatile. Other systematic strategies, including risk-parity and volatility-control funds, also have room to reduce exposure if volatility stays elevated. With weak seasonal trends and retail investors showing signs of fatigue, Goldman says market turbulence is likely to persist.
English
As you have traveled around the United States, have you ever in your life seen a convenience store gas station that wasn't packed at pretty much all hours of the day? $CASY
English
Jay retweetledi
Jensen Huang’s interview had a few important tells.
The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate.
This is still early innings of the largest industrial buildout of our time.
English
Jay retweetledi
Only 10% of @IREN_Ltd total available power capacity is supporting AI deployments, delivering $3.4Bn ARR by the end of 2026.
What will the remaining 90% of capacity provide?
English
Jay retweetledi
$NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand.
This is incredibly bullish for AI Utility layer like $NBIS, $IREN and $CIFR.
English
Jay retweetledi
$IREN $550 in 3 years is still my target.
$40 to $550, 139.57% CAGR, over 3 full years.
Expect at least 6 more 50% corrections.
English
This was a real quarter for $IREN.
Not because of price.
Not because of hype.
Because the language changed — and the numbers finally backed it up.
• $3.6B GPU financing at <6%
• 95% of GPU capex covered
• Power scaled to 4.5GW
• Microsoft contract shifting from announcement → execution
AI is still ~10% of revenue, so I’m not pretending the transition is finished.
But this is what a true inflection looks like:
capital secured first, constraints named, execution underway.
I’m long with a multi-year view.
Not faster math.
Better perception.
English
Bernstein reiterates $125 price target on IREN. Nothing has changed.
English
Something has to give with beef prices. Crazy high. But doesn't seem to affect $MCD $SHAK $TXRH this year.
🍔🥩
English