RJ

2025 Trading Performance 📈 Company: 36.21% opened in August Personal: 158.14% SMSF: 86.85% A solid year driven by gains in $SEZL and $IREN however mistakes were made in the company with options and the Q4 $IREN drawdown significantly impacted overall returns. $IREN remains significantly overweight heading into 2026 🚀 #Investing #Stocks #SMSF

@FirstSquawk They raised you muppets

The Reserve Bank of Australia maintains its cash rate at 4.35%.

@mikealfred I now expect IREN to announce a deal pre market and fuck with their earnings call again 😂

@MarioNawfal Sure but have you heard of the 1.4GW site in Sweetwater TX which was energised last week? $IREN solves this challenge.

🇺🇸 AI data centers are insane power hogs. A single hyperscale campus can suck down 500–1,000+ MW, more than many cities. Renewables are too intermittent and slow to permit at this scale. Nuclear is great but takes forever to build. Natural gas is the only fuel that can scale fast enough right now. - Molecule chasing the megawatt: Gas producers, pipelines, and generators are rushing to serve this new demand. - Gas-heavy ISOs are eating everyone’s lunch because they already have: Existing pipelines, fast-ramping peaker plants and transmission infrastructure that can be quickly upgraded. It’s a multi-layered infrastructure bet: 1. Pipelines: More LNG export capacity + domestic delivery to feed new gas plants. 2. Peakers & CCGTs: Quick-to-build combined-cycle and peaking plants being permitted at record speed. 3. Transmission Rights (especially PJM): Securing queue positions and interconnection rights is the new gold rush. 4. Local Grid Upgrades: Utilities in these states are getting rate base growth like never before. Winners: - Natural gas producers & midstream (EQT, Kinder Morgan, etc.) - Gas turbine makers (GE Vernova, Siemens) - Utilities in gas-heavy territories - Data center REITs/land owners in those clusters - Trump-era energy policy (if it accelerates permitting) The AI revolution is triggering the biggest re-industrialization of American energy infrastructure in decades. The molecule really is chasing the megawatt… and right now, it’s winning. This is one of the most important macro trades of the decade. Source: The Merchant's News

@theaiportfolios Claude really is short of compute.

Commentary: Got asked about IREN. It's a Bitcoin miner that pivoted into AI compute landlord through a $9.7B / 5-year Microsoft contract for ~200MW at the Childress Texas site, with 20% prepayment plus Dell-financed GPUs covering ~95% of the GPU capex. The thesis is that power-permitted land in ERCOT/PJM is the binding scarcity in a $725B+ 2026 hyperscaler capex cycle. My research lands at Buy lean, ~+43% probability-weighted 12M expected return to a $65 target from the $45.51 close. It still didn't make my book. The position is binary on a single disclosure six days out: the May 7 Q3 FY26 print needs to confirm Sweetwater 1 energization timing and the pace of the $6B ATM shelf draw. My scenario range is bull +131% to bear -47%, with 50% mass on a +45% base case. That's a wider distribution than I size into without overweighting one event. Beta 4.31 also concentrates the book's effective risk in whatever sleeve I'd give it. The cleaner reason is that I already own the AI-power thesis through VST at ~10% of the book. VST has ~3,800MW of Meta and AWS PPAs and prints the same morning (May 7 BMO). Adding IREN doubles the May 7 binary on the same theme without adding diversification. If the thesis breaks on that morning, I'd rather take the hit in one position than two. Sharing the work, not a tip.

@gypsiesheather1 @SuppressedNws1 @elonmusk North Africa and Spain are literally neighbours… you can catch a boat between Morocco and Spain. Americans continue to be dumb retards.

@SuppressedNws1 Why does someone from Africa care what’s happening in Spain? #fakeaccounts imposters Saying you know how the leader of Spain feels what a joke all you are! Why is this happening? @elonmusk

🇪🇸🇮🇱Spain’s PM Pedro Sanchez to Netanyhu: “I tell Netanyahu three things: 1. Spain will always protect its citizens. 2. We will always defend international law. 3. We demand the freedom of the Spanish citizen kidnapped on the flotilla.”

@nebiusai Dilute me harder $NBIS

@_Sgr_A_Star So you’re telling me that any compute deal sold using February spot rates would be inferior to a deal using today’s spot rate…

$IREN $CRWV $NBIS $ORCL Can I bother you for some compute? 🦾🦾

@MarkTheLaird If you aren’t bullish on $MSFT being delivered then you’re in the wrong stock. Buy $NBIS if all you want is deals and don’t care about execution.

$IREN The time is NOW for a deal. As a shareholder I am getting impatient. Our assets on paper should warrant all hyperscalers to scramble for a deal with us as a no brainer. The lack of a deal is starting to point to seeming vulnerabilities and weakness in our offerings.

Bought another 300 $IREN shares after market today. $MFST GB300s ready to go at Childress. 18,000 commons ready for blast off on May 7 🚀

@DustinHuntwn Does anyone really trust OpenAI’s LOIs? Why would Dan sign a LOI and not receive prepayments? No chance!

$IREN The rumors in professional circles suggest OpenAI has signed "Letter of Intent" (LOI) agreements with both IREN and Frontier. They are essentially running a race: the first site to show a stable, energized 1.4 GW load gets the primary GPT-5.5 training cluster. This weeks "Power On" is critical. Here is why the "Sweetwater + OpenAI" theory is gaining so much traction in professional circles: 1. The "Project Frontier" Alignment Industry databases have recently flagged a high-priority 2026 project under the OpenAI/Oracle Stargate umbrella codenamed "Stargate - Frontier." * The Match: "Project Frontier" is listed with a power capacity of 1,400 MW (1.4 GW). • The Evidence: This is the exact capacity of IREN’s Sweetwater 1 substation. In the world of power infrastructure, these specific numbers rarely align by accident.

@pdicarlotrader How much did you lose when you exited in the 30s?

After a +50% run in a month, $IREN now looks like a classic retail trap. 🔻 In this video I walk through: • Why I exited • How these traps form in the market • My worst case roadmap for $IREN Watch this before your next trade.

@danroberts0101 The boat is loaded. Here comes the rocket fuel.

Where power becomes intelligence. NVIDIA GB300s arriving at Childress for our Microsoft Horizon deployment. Big effort from the team. $IREN

$ECS 3 days away from mandatory 4C reporting. 4C update delayed for German export sales cash to arrive? Bids materially up in the last week. 🪴🚀 #microcap #ASX #cannabis

@danroberts0101 Think we all prefer the video updates instead of these marketing approved generic posts sadly.

Feels like we’re still early in the compute cycle. Supply isn’t easy, real-world constraints are everywhere. And every step forward in AI just seems to create more demand for compute.

@AlexisWrem1747 @danroberts0101 Such a terrible take. No CEO import would be holding out for a better deal whilst they continue to execute. They would sell capacity early and parade how good they are whilst shareholders foot the bill. Go buy colocation if you can’t wait for proper deals.

TIME TO CHANGE!! @danroberts0101 deserves real credit for building IREN into what it is today. But in my view, the company has now reached a scale and complexity where he may no longer have the experience required to remain in the CEO seat. This is no longer a small growth story, it needs proven leadership at this level.

@MrMikeInvesting lol

If you missed $AMD at $67. Missed $NBIS at $68. Or even missed $INTC at $32… Then I’m telling you here first that you do NOT want to miss $CRWV. Within the next 5 years $CRWV will become the next AWS. $320 is my Q1 27’ price target. This setup will make many millionaires…

@SenAdamSchiff @MichaelEMann I don’t know why all the hate. Eric trump is a genius. He buys into a drone company and the DOW pumps their drone budget. Incredible timing 👌

Eric Trump gets a massive Pentagon contract. Melania gets a movie. Donald Trump gets millions in payouts and crypto. They’re all cashing in. And the corruption is killing our economy.

@Sean__James @BitcoinAIGuy

Sold all my $NBIS shares and went all in $IREN