Mady

554 posts

Mady

@Mady_2182

Chicago, IL 60509 Katılım Ocak 2024

343 Takip Edilen61 Takipçiler

Mady@Mady_2182·9h

@jiahanjimliu @GyujinAAIG $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $65-$110per share,with a base case$85.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Jim Liu@jiahanjimliu·10h

@GyujinAAIG To confirm but I think it was mention that cloud margins are going up. Thinks important for IREN because that would give HS more margin to pass along and bid for capacity.

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재붕이_Jin@GyujinAAIG·13h

빅테크 실적 발표 요약 AI로 돈 잘 범 각 회사들이 지금을 일생일대의 기회로 보고 있음 단순히 치킨 게임이 아님 수주잔고는 계속 차고 있고 이 수요를 채워줄 당장의 컴퓨팅 용량이 부족함 (순전히 개인적인 생각) 26년은 AI 인프라 관련 기업들 공부해야 할 때고 아직도 늦지 않았다고 봄!

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Mady@Mady_2182·9h

@DustinHuntwn $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $65-$110per share,with a base case$85.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Dustin@DustinHuntwn·10h

$IREN this won’t end well for short sellers. They took advantage of low volume and expected market pull back to heavily short the most volatile stocks in the last few days - and it paid off. Even some stocks with great earnings sold off masssively. Unfortunately for them, the doom scenario of bad earnings for the MAG7 did not pan out. Investors won’t be as fearful in the coming days now that they know what to expect. It looks like at least Google and Amazon could continue ripping higher, even though short sellers agressively tried to sink Amazon shortly after earnings release. Hopefully we finally have our IREN deal next week and a massive short squeeze quickly after. Short sellers attacking IREN are doing it purely based on headlines and not on fundamentals.

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Mady@Mady_2182·11h

@ilzmcfly $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $65-$110per share,with a base case$85.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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McFly@ilzmcfly·12h

After seeing how much Hyperscaler’s are capacity constraint and how much they are raising Capex, how can you not be bullish $IREN or any other DC play. Jevons Paradox Vertical Integration Capacity Constraint Infrastructure These are all the keywords I heard all day from Hyperscalers ER and the Daniel Koss x Roman Interview. $IREN is a Hyperscaler’s wet dream.

Daniel Romero@HyperTechInvest

$GOOG Cloud is supply constrained, growing at 63%, and you’re not buying the hell out of data center plays?

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Mady@Mady_2182·11h

@BTCAI156 @Geiger_Capital $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $65-$110per share,with a base case$85.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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CS Investor@BTCAI156·15h

@Geiger_Capital Instead I put it in $IREN $CIFR $WULF.. x.com/BTCAI156/statu…

CS Investor@BTCAI156

The big 3 $IREN $CIFR $WULF Bet your sweet ass I’ve been in all three since 2024 😁

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Geiger Capital@Geiger_Capital·16h

If you just put your entire portfolio into $GOOGL last April and then sat on the beach, you'd be up +155% in one year… You stupid idiot.

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Mady@Mady_2182·11h

@StockMKTNewz $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $65-$110per share,with a base case$85.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Evan@StockMKTNewz·14h

JUST IN: THE AI INVESTMENT GROWS Amazon, Microsoft, Google and Meta Platforms just updated their guidance and now plan to spend a combined $710 BILLION on CAPEX this year Amazon $AMZN: $200B Microsoft $MSFT: $190B Google $GOOGL: $185B Meta Platforms $META: $135B

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Mady@Mady_2182·11h

@StockSavvyShay @fiscal_ai $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $65-$110per share,with a base case$85.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Shay Boloor@StockSavvyShay·15h

$GOOGL Cloud backlog has entered god mode. Backlog nearly tripled in less than a year to $243B while the CEO said cloud revenue would have been higher with more compute. Connect the dots.

Shay Boloor@StockSavvyShay

Hard to take the “AI bubble” argument seriously when some of the largest companies on earth are still putting up these growth numbers: • $GOOGL Cloud +63% YoY • $MSFT Azure +40% YoY • $META revenue +33% YoY • $AMZN AWS +28% YoY

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Mady@Mady_2182·11h

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Evan@StockMKTNewz·13h

Google $GOOGL stock is up 6.9% in after hours following its earnings 🟢🟢🟢🟢🟢🟢🟢

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Mady@Mady_2182·11h

@amitisinvesting $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $65-$110per share,with a base case$85.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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amit@amitisinvesting·13h

well big tech absolutely crushed capex raised across the board cloud growth rates smashed guidance strong for Q2 $META the only red name, doesn’t make much sense on 33% growth even if a small DAU miss because of Iran but $GOOGL $AMZN $MSFT crushed show goes on

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Mady@Mady_2182·11h

@CK_Cryptoklepto $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $65-$110per share,with a base case$85.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Cryptoklepto@CK_Cryptoklepto·13h

"I believe MARA is the only Bitcoin miner with a predictable pathway to HPC with low risks" $MARA CFO Salman Khan

Salman Khan@theRealSalKhan

Just wrapped the “Allocating Scarce Assets” panel at Bitcoin 2026 with @CleanSpark and @LuxorTech. My take: capital isn’t the constraint. Compute isn’t the constraint. Energy is. We stopped asking “what should we do with our megawatts” and started asking “how do we own more megawatts.” That question led us to Starwood. 1 GW near-term. 2.5 GW pathway. AI-ready infrastructure built on power assets we control. Minimal capital needs from MARA with a predictable pathway to success. Starwood has access to customers, 7-8GW HPC experience worldwide and EPC to build AI/HPC complexes. I believe MARA is the only Bitcoin miner with a predictable pathway to HPC with low risks. $MARA

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Mady@Mady_2182·11h

@wliang $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $65-$110per share,with a base case$85.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Wayne Liang@wliang·13h

Capex guidance came in bigger than expected... As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more. The group was projected to spend ~$600B on AI infrastructure this year. Now raised to ~$725B. > $META raised full year capex to $125-145B, up ~$10B. Dropped ~7% AH on the raise, as mentioned in yesterday's post. > $GOOGL beat on pretty much everything. Revenue $109.9B vs $107B expected. Google Cloud backlog nearly doubled quarter over quarter. Raised capex to $180-190B. Up 7% AH. > $MSFT guided $190B capex for 2026. Azure and Copilot monetization finally showing up in numbers. > $AMZN confirmed $200B. AWS grew 24%, fastest growth in 13 quarters. $725B into AI infrastructure this year alone. Again, that spend has to go somewhere... data center infrastructure and renewable power.

Wayne Liang@wliang

Tomorrow is probably the most important earnings day of the year so far... $META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday. Pay attention to these cues: $META - 31% YoY revenue growth expected... fastest pace since 2018. Curious what Zuckerberg says about the $60-65B capex plan (any increase without parallel revenue guidance could spook the market). $GOOGL - EPS dipping YoY, but that's just $175-185B in AI infrastructure spend showing up on the books. Business underneath is totally fine... Google Cloud grew 48% last quarter and expected to accelerate further. $MSFT - Azure growth is the focus, and whether Copilot is finally converting all that AI hype into actual revenue. $AMZN - ~$200B committed to AI infrastructure this year. Although EPS is flat YoY, AWS growth will tell us if that spend is actually translating into something real. But honestly the earnings numbers matter less to me than the capex guidance. Every dollar committed to AI infrastructure flows directly into the supply chains we've been watching, like compute, memory, power, photonics, etc. $NVDA, $INTC, and $TSM already confirmed demand isn't slowing. Tomorrow just adds to what we're already predicting. This'll be interesting...

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Mady@Mady_2182·13h

@Samuel_Gibson_ @hadron_energy $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Samuel Gibson@Samuel_Gibson_·19h

We have taken a major step forward in licensing our Halo microreactor with the U.S. Nuclear Regulatory Commission (NRC). @hadron_energy has submitted our Principal Design Criteria (PDC) White Paper, defining the core technical and safety framework for future license applications and incorporating early positive NRC engagement to de-risk commercialization. This milestone comes as Hadron approaches public markets following the S-4 effectiveness, reinforcing our position as a viable microreactor solution for data centers and critical infrastructure.

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Mady@Mady_2182·13h

@UncleAlpha007 $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Asymmetric Bets@UncleAlpha007·16h

$msft $goog $amzn $meta please tell me where the bubble is?

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Mady@Mady_2182·13h

@wallstengine $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Wall St Engine@wallstengine·15h

$AMZN: “We’ve never seen a technology grow as rapidly as AI. In the first three years of this AI wave, AWS AI revenue run rate is over $15 billion. Nearly 260 times larger.”

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Mady@Mady_2182·13h

@StockMKTNewz $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Evan@StockMKTNewz·15h

Amazon $AMZN stock is down by 4% in after hours 🔴🔴🔴🔴

WOLF@WOLF_Financial

AMAZON $AMZN JUST REPORTED Q1 EARNINGS - EXTENDED VERSION - Net Sales: $181.5B vs $177.3B est 🟢 (+17% YoY) - Operating Income: $23.9B (vs $18.4B in Q1 2025) - Net Income: $30.3B (vs $17.1B in Q1 2025) - Diluted EPS: $2.78 (vs $1.59 in Q1 2025) Segment breakdown: - AWS Sales: $37.6B (+28% YoY, fastest growth in 15 quarters) - AWS Operating Income: $14.2B (vs $11.5B in Q1 2025) - North America Sales: $104.1B (+12% YoY) - North America Operating Income: $8.3B (vs $5.8B in Q1 2025) - International Sales: $39.8B (+19% YoY) - International Operating Income: $1.4B (vs $1.0B in Q1 2025) Cash flow (trailing twelve months): - Operating Cash Flow: $148.5B (+30% YoY) - Free Cash Flow: $1.2B (vs $25.9B in the prior year period) - The decline was driven by a $59.3B YoY increase in property and equipment purchases, primarily reflecting investments in artificial intelligence Q2 guidance: - Anticipates an unfavorable impact of approximately 10 basis points from foreign exchange rates Andy Jassy on the quarter: "We're in the middle of some of the biggest inflections of our lifetime, we're well positioned to lead, and I'm very optimistic about what's ahead for our customers and Amazon." Other notable items: - Q1 net income includes $16.8B pre-tax gains from Amazon's investments in Anthropic - Amazon's chips business (Graviton, Trainium, Nitro) topped a $20B annual revenue run rate, growing triple-digit percentages YoY - OpenAI committed to consume approximately 2 GW of Trainium capacity through AWS infrastructure, ramping in 2027 - Anthropic will secure up to 5 GW of current and future generation Trainium chips - Amazon landed 2.1M+ AI chips over the past 12 months, more than half were Trainium - Announced 1M+ NVIDIA $NVDA GPUs to be deployed starting in 2026 - Advertising grew to over $70B in TTM revenue - Project Hail Mary has grossed nearly $615M at the global box office - Announced planned acquisition of Globalstar for Amazon Leo's satellite network

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Mady@Mady_2182·13h

@BeardoTrader $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Beardo@BeardoTrader·21h

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Mady@Mady_2182·13h

@ericjackson $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Eric Jackson@ericjackson·18h

Tonight: Microsoft, Meta, Google, Amazon all report earnings. This afternoon: UMG reported earnings. UMG CEO on AI strategy, verbatim: "Technology roadmap progresses over time... we expect to announce new deals going forward." Asking UMG management how they're planning to use AI is like calling your mom for tech support. Thread.

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Mady@Mady_2182·13h

@Cointelegraph $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Cointelegraph@Cointelegraph·17h

🇺🇸 ERIC TRUMP: Bitcoin is “not gold, it’s better gold, a gold with an ecosystem, truly fungible, portable, and an unbelievable store of value that every country needs.”

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Mady@Mady_2182·13h

@WillBarclayPCBG @WSOnlineNews $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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William Barclay@WillBarclayPCBG·22h

'Unfortunately, it is clear that, for over a decade, the Liberal government has consistently remained the most urgent enemy to all human rights in Canada.' Happy to share my new column in the @WSOnlineNews: "The Liberal Attack on Human Rights in Canada" westernstandard.news/opinion/barcla…

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Mady@Mady_2182·13h

@AlexfromBabylon $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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Alexander@AlexfromBabylon·19h

$IREN For those folks going degen on the next earnings for a new deal announcement they might be dissapointed. I was overallocated in my Neocloud space to IREN and switched back a portion to Nebius (sold in the ~$160) bought today. To be transparant sold those small backet IREN shares with a ~10% loss. This to make sure I have the long term mindset to ride the IREN position this into glory as well. Could be wrong, but this might require a bit more patience then most realize. Just my opinion.

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Mady@Mady_2182·13h

@MARA @theRealSalKhan $IREN-$9.7B Microsoft contract $15.8B market $3.7B ARR target by end of 2026 IREN executes,the math points to an intrinsic value far above where the stock is today-roughly $86-$110per share,with a base case$86.This is not hype. It a cash-flow&execution story @IREN_Ltd @Microsoft

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MARA@MARA·16h

MARA CFO @theRealSalKhan joined the Energy Stage at Bitcoin 2026 for “Allocating Scarce Assets: Energy, Compute, & Bitcoin.” The panel explored how Bitcoin miners are thinking about capital allocation, balance sheet strategy, and the relationship between energy, compute, and Bitcoin as the industry matures.

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Keşfet

@jiahanjimliu @GyujinAAIG @IREN_Ltd @Microsoft @DustinHuntwn @ilzmcfly @BTCAI156 @Geiger_Capital