Michael Ru

@IRENBull Can you explain why it’s better option than NBIS? I own both but NBIS is currently doing a lot better and thinking of buying more.

Are you watching closely? $IREN has a wave of catalysts stacked up over the next 60 days that could re-rate this stock. Sweetwater 1 energization is weeks away. 1,400MW of grid-connected power in West Texas coming online in April. Once energized, data halls start delivering at roughly 50MW per month. That is a compounding revenue ramp through the rest of 2026. 150,000 GPUs now committed. IREN just signed for 50,000+ NVIDIA B300s, bringing the total fleet to 150k. Phased deployment through H2 2026 targeting $3.7B in AI Cloud ARR by year end. Earnings May 13. First report that should show real traction on the $9.7B Microsoft contract ramp. The street wants to see GPU deployment numbers and ARR trajectory. Daniel Roberts called this the strongest demand environment to date. Horizons 1 through 4 at Childress are ramping through 2026, converting that Microsoft deal from paper to revenue. 200MW of liquid-cooled capacity purpose built for GB300 GPUs. Roberts has said he is negotiating with multiple hyperscalers beyond Microsoft. IREN is using less than 10% of its 4.5GW secured power portfolio on the MSFT deal. A second tenant announcement at Sweetwater would be massive. All of this at a $14B market cap while targeting $3.7B ARR. The valuation gap closes on execution, and April is when execution starts proving out. $IREN

@AlvaroMysterio What if NBIS experiences delays like it has before?

JUST IN: $NBIS has signed a long term contract with $META with approximately value of $27 billions $NBIS announced new long-term AI infrastructure supply agreement with Meta, strengthening the collaboration between the companies. Under the five-year agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform.Nebius will deliver this capacity starting early 2027. Furthermore, in connection with access to these NVIDIA Vera Rubin deployments, Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion over a five-year period. Nebius currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta.

@nbisinvestor200 @Peebz69420 I have 75 shares, is it still worth it to buy more NBIS or is it too late since all its deals are priced in now

@Peebz69420 I think it's a good starting point. As long 100 is not your all in. It's fine. Remember to always risks adjust.

You do not need to go all in $NBIS to have life changing gains. $30,000 - $50,000 in $NBIS today is enough for you to get big sized gained. 10 to 15x in 5 to 7 years. 200B to 500B is not a dream. Consistent execution is what matters.

@IRENBull Why not invest in both?

The difference between $IREN and $NBIS is simple: one owns its data centers, one rents them. Nebius needs to go from 170 MW of capacity to 800-1,000 MW by December. That means building out 630-830 MW in 9 months. The problem? Nebius doesn't own or build any of its sites. They rent space from other companies: Israel: rents from Mega Or France: rents from Equinix UK: rents from Ark Data Centres US: rents from QTS 80 MW in Israel is already showing signs of delay because the power infrastructure those sites need hasn't been approved or built yet. Nebius can't speed that up. They just wait. Every month of delay is revenue that doesn't happen. IREN is the opposite. They own everything. Childress, TX: 750 MW of power. Up and running. IREN owns the land and built the electrical infrastructure. Power costs around 3 cents per kWh. Sweetwater, TX: 1,400 MW. Turns on next month. IREN owns the land, 1,300 acres. Built the electrical infrastructure themselves. Oklahoma: 1,600 MW. Same model. In progress. When Microsoft needs more compute, Nebius asks a landlord. IREN turns on their own power. Both companies target similar 2026 revenue. $IREN: ~$14B market cap $NBIS: ~$28B market cap The market is pricing the renter at 2x the owner.

@Philosophi74535 @Acts17David @dxrkchocolx @fatimazyhra Moving the goalpost fallacy - nice one Just don’t defend a lie and you won’t look as stupid.

@MichaelRu21865 @Acts17David @dxrkchocolx @fatimazyhra So where’s your earlier one that contradicts your 1400 year later understanding? ‘Or in the opinion of the eye’ means that the sun sets on murky area? Do you lack reading comprehension?

religion so goated that everything happening in the world today was already mentioned in the Quran centuries ago

@Philosophi74535 @Acts17David @dxrkchocolx @fatimazyhra That’s 250 years after the Quran. And he says “it’s possible that the meaning is it sets near a spring of murky water or in the sight of the eye” Even 250 years after, it still indicates that the sun sets in some kind of murky muddy area. Try again bud

@MichaelRu21865 @Acts17David @dxrkchocolx @fatimazyhra I just showed you Ibn Qutaybah

@Philosophi74535 @Acts17David @dxrkchocolx @fatimazyhra Yes, go ahead and show me your early tafsirs

@MichaelRu21865 @Acts17David @dxrkchocolx @fatimazyhra Your exegesis is 1400 years after the Quran mate. I can just as easily as show you earlier Tafsirs. The confusion is completely on your behalf mate.

@Philosophi74535 @Acts17David @dxrkchocolx @fatimazyhra You can play this game all you want. Islam is false and stupid and you can only trick dumb individuals. Everyone else just laughs at the absurdity of Islam

@Philosophi74535 @Acts17David @dxrkchocolx @fatimazyhra This explanation written by Al Qurtbi is almost 700 years after the Quran. All this time just to justify a very simple meaning which could have been avoided had Allah known what he is talking about.

@Alghurabaaaaaa Awwww how convenient. So perfect for a animalistic pedophile

The prophet ﷺ said: "If a man calls his wife to his bed and she refuses, and he spends the night angry with her, the angels curse her until morning."

@hellcatkenny123 @PatsOnYaBack Still wrong to do that to a women. He went too hard on her she clearly was struggling.

@PatsOnYaBack & other than few shots most didn’t even land clean, she has a good guard

So bro clearly trains, accepted this weird offer, beat on her and didnt even get the $100. Kick him outta every gym imaginable 😭

@WarMonitor3 Bahrain not Dubai

Missile impact reported in Dubai.

@amansupadhyay @UK_REPT HOW CAN SHE SLAPP

@UK_REPT How can you say ?

WAR 100%