@Investor/Trader

@drakesmith__ So, you want a world here the caddie collects $300-$400 for four hours work and then expects to be taken to a $50 lunch by people paying $40K a year to play at the course? Nah. It's their job. Do it, go home.

I won't out the course but here is aspect of Country Clubs that I think needs to change. I had a player playing in the US Amateur. We hired the clubs best caddie to help us navigate the course in practice rounds. Guy was great. With our USGA credentials on first day at the club we asked him after the round if he would like to join us for lunch. He couldn't, he wasn't allowed in the clubhouse and we were able to go in and out freely. I hate this about higher end golf. Good caddies are assets and should be treated as such. Please retweet this if you agree.

@theficouple I don't know about scam but with unlimited AI compute hacking passwords and quantum coming quickly, there is no security so it's therefore worthless.

It’s funny nobody is talking about Bitcoin anymore. Nobody is excited or buying a lot of bitcoin. This is because Bitcoin is a scam. …glad people are figuring it out.

@TheBigDegen The longer they wait, the more clear it is how many currently planned data centers will fail, be delayed, etc...the more valuable what they have becomes.

Will $IREN announce a new deal: A. within the next week B. by their May earnings call C. by their Aug earnings call, or D. by EOY 2026 I’m leaning towards A or B 👀👀

@chamath Why not just say, buy $iren, Chamath?

The game theory in AI has shifted. Having a leading foundational model is important but increasingly it is the zoning approved, powered land that is the gating bottleneck. Add turnkey access to silicon and it’s checkmate. If you have that, you have immense negotiating leverage right now. As data centers get voted down, this leverage will only increase. Elon just proved it with Cursor. Now imagine the deals that OpenAI and Anthropic will have to do in the next few years? The Amazon-Anthropic deal was an appetizer. If you are a sharp on the other side who owns the right assets… 🤤

@DanClarkSports He hit more HR's in a season than any other TEAM, at one point. He was a dominating player. Hard to imagine he wouldn't be great today. Human's haven't evolved much in the last 100 years.

OPINION: Babe Ruth would be a bust in the modern era. He never played against the best African American or overseas players. He dominated an era where pitchers were mediocre, fatigued and had primitive training. He was unhealthy and unfit, and ultimately a defensive liability.

@JustinCLeto @Peterson_IsKing Steve would have to eat $200m of that contract. He's not going anywhere.

@Peterson_IsKing I was with you until “trade Soto.” You lose credibility there

The Mets need to start over. Start selling off all their players. Trade Lindor. Trade Soto. Cut the payroll as much as possible. Build the farm system from the ground up

@GolfChannel Stop. It was never going to work no matter what they did. PGA Tour should give everyone over there a six month window to return and after that, lifetime ban. Break it once and for all.

"I've argued all along, if they were smart, LIV Golf would have gone after all of the young players." We discuss the future of LIV Golf in the latest version of the Golf Channel podcast ⬇️

@JeffEisenband American golf fans salty about the Ryder Cup losses. American players need to get it done. All this BS about who the Captain is...shut up and play.

Matt Fitzpatrick grew up coming on trips to Hilton Head, fell in love with the community, considers Harbour Town maybe his favorite place on earth and he's still getting jeers from the RBC Heritage crowd coming down the stretch

@Cam_Jourdan Gets more and more likable as he gets older. What a great attitude. He loved being in the middle of that!

Matt Fitzpatrick was asked about his reaction to the crowds down the stretch at the RBC Heritage: "It didn't get out of line in terms of no one was shouting on backswings or anything like that, which was great. I'm all for it. I love the people -- they're supporting Scottie; that's great. You want golf to have an atmosphere in my opinion. I grew up watching football. I'm paid so much money to be out there in front of those crowds, having them chanting at you every week, it's great feeling. "However, there's no better feeling than coming out on top against that. There isn't a better feeling."

Building data centers is near impossible. $iren's already built. $nbius looking at delays and disappointment for as far as the eye can see. $iren looking at huge contracts incoming because what they have is near impossible to build. Facts. If you're not feeling $nbius to buy $iren, you're going to get what you deserve.

Just made this comparison comment in response to another rock for brains $IREN bull. $NBIS: ~$49b+ in hyperscaler contracts •Microsoft: up to $19.4B •Meta deal 1 (Nov 2025): $2.9B •Meta deal 2 (March 2026): up to $27B $IREN: ~$9.7B •Microsoft: $9.7B That doesn’t even include NBIS ‘s enterprise clients like the TD SYNNEX 1000 GPU reservation. Fluidstack, fireworks AI, Cursor.. the list goes on and on. Soooo tell me again, who is actually winning, the company with theoretically potential to maybe get customer deals or the one actually locking in the deals with customers.

Facts are $NBIS has racked up an impressive amount of future contracts and face a gauntlet of issues to fulfill them. $iren is all but through that gauntlet and is sitting back as their portfolio gets more and more valuable as compute grows more scarce do to all the failing of building the infrastructure they already have. If you're not selling $nbius to buy $iren, you're insane.

Blocking this clown

@TheTechInvest Brilliant. Russians going to unleash full propaganda on you now!

$IREN INVESTORS WERE SEEN PROTESTING $NBIS DATA CENTER CONSTRUCTION IN ALABAMA

I have two young, white sons. I have to leave NY State of they spend their life being last in line, no matter their merit while being told they are privileged and must pay for what happened 100 years ago. Its crazy. Meanwhile, their ancestors were Italian. They were spit at, discriminated against, not allowed to join churches, no access to good education....

NYC’s Mayor Zohran Mamdani: “We’re targeting the White wealth gap.” Mamdani claims white households have a $200,000 median wealth while black households have around $20,000. His fix? Race-based taxes to “close the gap.” Openly admitting he’ll punish success by skin color. When the left says they want “equity,” this is what they mean. To the rest of us, this is straight-up discrimination and racism. Pretty sure New Yorkers didn’t ask for, nor want this. Except, they weren’t paying attention when we were trying to warn them. Nope. Instead, they were busy “but, Trump!”-ing everything we said or told them. Anyways. It’s too late now. 🤷‍♂️

Tax, tax, tax! Get more money into DC! You all do such a great job spending what you have! Our only hope is AI and quantum computing take over the allocation of tax dollars. The corruption, grift, nepotism in that town is sickening. If the average American knew how little the people down there worked, how much of it is just networks as they frenzy feed on our money...

While the ultra-rich get even richer, families are getting squeezed by a rigged economy. It's time for the government to stop listening to the richest of the rich and start working for working people.

$iren Every day management holds off on signing a deal, their assets become more valuable as available compute gets more and more scarce. Fact.

@JohnJHarwood Guidry '78. More wins than everyone on the list and lower ERA than 7 of the ten. 248k's. Put the Yankees on his back during a historic run, winning the east after being 12 games behind the Red Sox in August. Should be #1.

Koufax missing

@TheTechInvest The Russians are attacking you dude. Keep battling. I’m with you on $iren all the way.

Before expanding Mäntsälä facility to 75MW in 2026, $NBIS has never ever operated any single data center larger than 25 MW in its entire history. If you can prove that they did, I will apologize for my inaccurate information. Comparing $IREN large scale data center history to $NBIS is as absurd as overestimating $NBIS strongest moat—software. $NBIS has an edge over $IREN for operating small scale data centers. Large scale has never been part of Yandex or $NBIS history before 2026.

So $Iren’s incredibly difficult to replicate in industrial infrastructure will be under attack in the future but $nbis software is a remote that will never be gained on? lol $iren will partner with Nvidia or someone else on the software side. It’s the infrastructure that’s impossible to replicate.

We are very bullish on $IREN short to medium term, but are still evaluating the probability of our bear case for the company. We would like to ask for some commentary from our readers on X on how you view the following. Also shoutout to @XCapitalMgmt @Agrippa_Inv or @BlackPantherCap if you could provide your take on this. For the next 3-5 years, we believe $IREN is in a phenomenal position. Capacity is constrained period. Iren has a ton of leverage holding one of the largest energized swaths of land and optionality in the world. We 100% believe the vast majority of analysts are underestimating the value of this land and ability of $IREN to put up staggering growth throughout this period. However, where we differ from most bullish analysis on X, we don't see where $IREN goes after this window. The question is much easier to answer with $NBIS. Nebius, from the beginning, has stated that hyperscalers are a stepping stone to fund their full stack cloud offering with the end goal of servicing enterprise and ai native names. $NBIS also has immense optionality with Clickhouse, Avride, and others that help round out the full stack and also offer entrances into embedded, physical ai, and other segments of the AI market. $IREN on the other hand, has immense leverage and bargaining power today against $META $AMZN $MSFT Anthropic OpenAI etc, but it won't forever. Eventually most hyperscalers and large players will want to vertically integrate to preserve margin. It makes sense to use neoclouds today to keep some assets off of the books, level out capex, and because at the end of the day they just can't scale quickly enough on their own. However, what happens when demand begins to close the gap with supply. We don't believe this problem is imminent, but it won't take much to flip the script on who has the most leverage. There is a real scenario post 2029-2030 where the hyperscalers could continue to use $IREN, but would want to negotiate much lower margins. Meanwhile $NBIS has other, arguably more profitable, sources of demand from enterprises and ai natives (using the full $META expansion deal would be seen as a failure to management). Where does $IREN fall? There is certainly a colocation market for specialized players that will want full local control over their cloud that could be interested in renting large amounts of capacity from Iren, but we see this market has much smaller than others. Enterprises don't want to be involved in the nitty gritty and ai natives want token efficiency and a provider that was built with them in mind. $NBIS offers this and is improving their stack constantly. This question is behind the reason $NBIS makes up a massive share of our portfolio, while $IREN is a much smaller position. We see a great window of opportunity for $IREN, but are still grappling with our view that IREN must at some point pivot within this window in order to avoid massive margin compression in a non-constrained environment.

@daniel_koss He left out that Nebius will try to do this as Russian nationals, using English as a second language. Good luck. Take your money out of this while you still can.

Be careful who you follow! This guy has almost 60k followers on X and regularly shares some of the absolutely worst and objectively wrong takes on X. I can't believe people haven't realized it by now. This is another insanely twisted take that is as close to the opposite of the truth as you can be. Thankfully the people in the comments figured it out. But there are so many other accounts on X that just talk absolute nonsense with high conviction to 100k+ followers. It's ok to be wrong, but at least don't say something that anyone can look up and falsify in 10 seconds to benefit your own agenda?

@CUNY_Prof should be an ad for Florida.

I am hardly in the category of wealthy people targeted in this ad. Still, this commercial disgusts me. Watching a politician gleefully celebrate taking constituents money is gross. And, sure, it starts with the rich, but that not only affects us all but eventually coms for all.