boxe.eth 💊
1.1K posts
boxe.eth 💊
@LucaRanno_
Interested in DeFi, TradFi, cryptos, stocks, nfts, commodities, and almost anything you can buy and sale on an open market.
Augusta, Sicilia Katılım Ocak 2021
582 Takip Edilen167 Takipçiler
When my wife asks how we are going to afford our trip
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Two of the biggest misconceptions people are buying right now:
1) The @WhiteHouse is desperate to sign a deal with Iran.
2) @IREN_Ltd is desperate to sign a new deal with a hyperscaler.
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Quick and friendly reminder:
If you can get this fraudulent scam imposter account removed that Instagram has allowed to stay active (with a blue check), I will pay you $10,000 cold, hard cash with proof that you were the one who successfully did it.
instagram.com/mikealfred__
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boxe.eth 💊 retweetledi
@MohammadSalhut Success is not a straight line up. It is how you deal with failure that determines your destiny.
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My homie @fundstrat says ETH is the best performing asset since the start of the Iran conflict, gaining 17.4% and outperforming the S&P 500 by 1830 basis points.
It is also outperforming gold by 2,743 basis points.
Do not fade Tom Lee.
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@mikealfred Meta/instagram has the worst client service ever!!!!!!! UNBELIEVABLE…
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@cantonmeow You only earn money or loose money when you sell. Forget the stock for 12/24 months… then check the price. Pretty sure it will work..
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$IREN
Most people cannot handle something that goes up 14X in a year and then retraces 60% of that move.
So they either become really good traders and nailed the move, become really bad traders and lose money during the chop, or tell others that they are really good traders.
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@RealJimChanos Quite the opposite, this shows power is so scarce and strategic that hyperscalers are now building around the constraint with their own balance sheet. That’s not bearish for power. That’s the ultimate proof of its value.
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I love how many of the responses to this news are, “Power is the bottleneck!” for data center construction, when this news means the exact opposite.
Shay Boloor@StockSavvyShay
$META is funding the construction of seven new natural gas plants to power its Hyperion data center in Louisiana. The agreement with $ETR secures 5.2 gigawatts of power for the buildout.
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@matthew_sigel How long till $NVDA invests in $Iren? Iren is next
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$NVDA to invest $2B in $NBIS equity as part of strategic partnership
>NBIS will deploy 5GW+ of NVDA systems by 2030
>NVDA already owned $115M of NBIS as of last filing
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Dilution is only a problem when the return on new capital is poor.
If returns are strong enough, the pie grows faster than the share count.
That’s the real question. Not the scary headline.
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For a capital-intensive growth platform, liquidity and financing flexibility are strategic assets — especially if management sees a large pipeline worth funding.
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Let’s make some clarity…🧵 $IREN @IREN_Ltd
A $6B ATM is not “$6B of inevitable dilution.”
That’s the core mistake.
An ATM is optionality, not an obligation. It gives IREN the ability to raise capital selectively, opportunistically, and ideally into strength.
Serenity@aleabitoreddit
$IREN $6 Billion ATM is massive. For the people who hold $IREN, the truth you might not want to hear is: -> Wait until existing holders get diluted to oblivion -> Use them to "buy the dip" of $6 Billion in new shares for you. -> Go long after. If you're long now: That inevitable $6B in new shares + selling pressure structurally caps upside in your equity and serves as a overhang in any rally. Companies don’t file a $6B ATM not to use it. They will, and as much as they can on any rally. The reality is that there are other financing methods, but ATMs are the most destructive ones to retail shareholders. $IREN itself is a solid company unlike movie theater stocks, but like excessive dilution referenced: You will likely see the marketcap of $IREN go up back toward $20B, but the your share prices tanking in value. TLDR: The harsh reality is $IREN might fundamentally succeed and build a massive DC footprint. But it's at the cost of heavily diluting retail shareholders. Retail investors should care more about the value of their own stock increasing over the company's value. Disclosure: I have zero economic interest or positions in the company, but I do care about prioritizing retail interest.
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