Ryan

@JokerLateNite @Beth_Kindig Are you a child who can’t handle someone else’s opinion? Does Beth make you cry little bitch?

@Beth_Kindig Lol, yeah let's sell after the multiple compression already took place. You need to go to the sidelines yourself. Punk

Last week, we made the bold move to go to the sidelines with our $NVDA position. This week, we outline the key divergences we’re seeing across semiconductors $SMH, Nvidia $NVDA, the Mag 7 and more, and what this all means for the broader market. $SPY io-fund.com/ai-stocks/nvid…

@MasonIKEman @Wake_Setter @SquawkCNBC @ryancohen @eBay Your mouth smells like Ryan Cohen's cock, bitch.

@Wake_Setter @SquawkCNBC @ryancohen @eBay 입에서 쓰레기 냄새 난다 너

“We are offering half cash, half stock, and we have the ability to issue stock in order to get the deal done," says $GME CEO @ryancohen on offering a bid for @eBay. Watch the full interview: cnb.cx/4n9TB4w

@dothemath11 @Mr_Derivatives It is by market cap you smooth brain. Cope.

@Mr_Derivatives It's not the largest company in the world. Your statement is the exact problem.

$NVDA $194’s handle… What’s going on with the largest company in the world?! Anyone with a hypothesis?

@CludioNune67383 @aleabitoreddit Bro you can barely afford to buy shares go cry in a corner no one wants to hear your bullshit. This ain’t your level stay in your lane.

@aleabitoreddit But did $SIVE even achieved something yet? Why are we talking like they already have tons of deals? If stock was all that good you would not need to post and pump it all day long

It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO. This is my prediction/guess with est. mapping: $NVDA ate up all the capacity with $COHR, $LITE after their new $2B+ spending spree. Same playbook with EML early 2025, causing the bottleneck seen today. Now, $AMD / hyperscalers are scambling for upstream laser suppliers. Hence why $SIVE + Win / $GFS became likely primary route to go down. You can see this with: -> $MVL CPO through Celestial (Nvidia signed a deal, but they don't have lasers) -> $AMD CPO -> Ayar -> $POET -> Lightmatter -> and other programs (eg. Jabil 1.6T) As a result, Sivers/Win emerged as the Tier 1 bleeding edge + critical independent laser supplier. And there's hints for this when: 1. $GFS listed $SIVE / $LITE as the two only public laser suppliers in their ecosystem. 2. Ayar removed $LITE / $MTSI off their website and elevated $SIVE to their primary laser supplier. So everyone else ended up going with Sivers since $COHR / $LITE are fully allocated. My guess is that a lot of the secondary suppliers also capture overflow as architectures standardize. But scramble for this chokepoint will be insane early next year given $NVDA bottleneck. And a small $1.2B Swedish company in $SIVE will be in the center of it.

@andreas_edholm @Craaazy1231 The more you dump the more it goes up the more we get paid. Thanks chumps.

@Craaazy1231 Well all week in sweden the smart have dumped (monday thursday)

$SIVE Will we see another 30% incline after $SIVEF up big time?

@RetardBagFinder @thgstar2 @IREN_Ltd @danroberts0101 Fucking retard.

@thgstar2 @IREN_Ltd @danroberts0101 STFU

Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus. @danroberts0101, Co-Founder and Co-CEO of $IREN commented: “Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.” Learn more: iren.gcs-web.com/static-files/d…

@amintothat WTF is this AI slop trash. Delete your account dumbass.

🧵 SHORT $IREN — The Neocloud Mirage A multi-billion dollar Bitcoin miner rebranded as an “AI infrastructure” play, trading at $48 on a $16B mkt cap. Strip the narrative and you find: missed numbers, mass dilution, single-customer concentration, and the weakest positioning in the neocloud peer set. Here’s the bear case 👇

@YTriggered16380 @bitcoinbutcher1 You're literally THE biggest loser I've come across on X. You spend your life posting about Mike Alfred and he lives inside your tiny little head rent free every day. I feel sorry for your parents. You're pathetic. "Hundreds of times across his posts and replies"

@bitcoinbutcher1 Are you short 5 foot 2 inch fraud man Mike Alfred?

Long story short, the neoclouds mostly use a 5 year life on their GPUs meaning a $70k $IREN GPU has a GAAP impact of $14k of depreciation exp per year. Outside of year 5, there’s at least a 14k pickup to GAAP profit if the company can sell the GPUs in the later years for just over $1.50 per hour due to no depreciation exp but before the direct costs to run like electricity $iren guidance is the following 3.7 less 1.9 $msft less .5 Prince George = 1.3 for 50k batch of GPUs 1.3B / 50k = 26k annually 70/26=2.692 year payback but @_Sgr_A_Star will remind us that these should not include direct cash expenses needed to run the GPU and apply 85% EBITDA margin for the cash impact to business 26000*.85=22,100 70/22=3.182 years So they are guiding for a 3 year EBiTDA payback on the new batch The upside is in the following 1) Rates exceed the 26000/365/24=2.968 rental rate 4*365*24=35,040 35040*.85=29,784 or 7.6k more annually cash impact annually 2) Longer life means more residual value for trade ins or additional cash flows in years 4-7 because the asset excluding financing cost is paid in 3 yrs conservatively It’s hard to see it right now but the HBM shortage will actually protect neoclouds from tech obsolescence of their existing fleets, resulting in less cap ex burden for the foreseeable future

@CortadoDev @GyujinAAIG Your opinion isn't worth shit and it's best to keep your mouth shut. It's clear reading a few of your comments you're fucking clueless.

@GyujinAAIG Yes. "Dan" is unfortunately not cut out for this business. I predict no deal for a few months and then a very underwhelming one.

$iren 은 4월 energization 공시 없으니까 40불 초반대 내려가도 할 말 없긴 함 여태까지 트랙 레코드 지연 없었던게 강점이었는데 ai 데이터센터 사업에서 계획한 일정대로 못 맞추고 삐걱대고 있는건 사실 근데 진짜 horizon 1만큼은 안된다..

@aleabitoreddit Am I at a disadvantage buying the OTC ticker $SIVEF through Fidelity?

Happy to see my followers are escaping the permanent underclass with names like $SIVE, $AAOI, or others. Stocks really are positive sum. Everyone benefits if information synthesis / discovery is correct and helps people from their own conviction. I appreciate the $1 the most!

@ethsupplyshock @benitoz @deepseek_ai Awww does Gabe the crybaby bitch need a tissue? Fucking pathetic.

@benitoz @deepseek_ai Can you shut the fuck up with the it's not A it's B obviously AI written syntax. Lazy ads fuck

Wow @SemiAnalysis just dropped day-zero numbers on @deepseek_ai V4 Pro Blackwell (B300): 8,075 tok/s/GPU AMD MI355X: 6.99 tok/s/GPU Hopper (H200): 186 tok/s/GPU at higher interactivity Same interactivity. ~1,000× the throughput per GPU vs MI355X. Blackwell also keeps serving all the way out to 80 tok/s/user, more than 2× the range where AMD flatlines That number isn’t a typo! But the throughput isn’t the story The story is the words “Day Zero” DeepSeek V4 Pro is a 1.6T-parameter Chinese frontier model. It dropped Friday. Shortly after, the open source community released day-0 deployment recipes, with NVFP4 checkpoints, TensorRT-LLM + WideEP, Dynamo, optimized V4 kernels in the pipeline That ecosystem doesn’t exist for the alternatives. That’s the real moat If you’re a neocloud operator, an enterprise AI buyer, or a hyperscaler sizing your next infrastructure build, this is what you’re actually buying when you buy NVIDIA You’re not buying a chip. You’re buying the guarantee that when the next frontier model drops, Chinese or American, open or closed, reasoning or multimodal, your fleet gets strong day-0 performance with continuous improvements over time I wrote about this four weeks ago in 27× On The Same Iron. MLPerf v6.0 showed GB300 delivering 2.7× more throughput than its v5.1 debut. Same silicon. Pure software. 60%+ cost-per-token reduction. Every operator already running Blackwell got that gain for free That was the proof point on installed-base compounding. This is the proof point on day-zero readiness for models that didn’t exist when you bought the iron Now look at the alternative You buy MI355X. The next frontier model drops. Now you wait. For AMD’s kernel team. For SGLang or vLLM upstream. For the open-source community to prioritize a stack that ships on a fraction of the world’s deployed compute. Weeks. Sometimes months. Sometimes never at peak Same story for any TPU buyer who isn’t Google. Same story for anyone betting on chip startups that haven’t earned a place in the open-source optimization queue Hopper, the last generation, is beating brand-new AMD silicon by a wide margin on a model that didn’t exist a week ago That’s not a benchmark. That’s a procurement decision Day zero is the moat $NVDA $AMD $GOOGL

@EnvestingEarly @danroberts0101 This you? Literally nothing your dumbass says should be taken seriously. You're clueless.

@danroberts0101 Bro is doing all he can do pump the stock 😭😭😂😂

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

@AJy14014 @danroberts0101 Typical NBIS DICK rider with nothing but trash coming out his mouth.

@danroberts0101 Stock’s dipping and here you are panic-tweeting meaningless stuff again. At least try to care about the image quality… embarrassing, kangaroo. SW1 delay looks inevitable at this point. And MSFT Horizon—are you even delivering that on time? Incompetent.

@AJy14014 @danroberts0101 You sound like a little bitch. Do you need a tissue?

@Scottyfifers @basispointpod @stevenfiorillo @IfindRetards check out this smooth brain.

@basispointpod @stevenfiorillo Don’t fade Elon TAM is a 10 trillion market and there is no other competitor

The issues with the SpaceX IPO, as per @stevenfiorillo:

@13F_Pro @zerohedge Wow, even the bots are retarded now.

@zerohedge Data center capex was the only reason to own $NVDA at 50x sales. If OpenAI's pulling back, who else is writing these checks? The infrastructure build-out story just lost its biggest evangelist.

"OpenAI’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth" but who will force the shorts to cover then?

@chiptomunk Been holding IREN awhile, but that's the kind of shit that makes me want to sell.

Stop psychoanalyzing Dan Roberts tweets. It’s weird.

@Ricky_Macchiato @criptootpyrc Up 200% in 1 month, but yea it sure needs saving! Dumbass

@criptootpyrc I love how all the call people post massively to save $SIVE I feel the smell of perspiration 🤣🤣🤣

So you’re selling $sive because $poet contract is cancelled ? Thanks for the cheap shares

@LucidCap @Ren_aramb Consult deez nuts bitch.

@Ren_aramb Most people look on SEC, and thing it won't happen to me. Well the Swedish SEC is already investigating Serentiy posts about $SIVE.... so consult your lawyers :)

Most of you watching $SIVE / $SIVEF run 647% YTD think that you are too late. Past price is not a prediction. Forward catalysts are. Look at where these names were 1 year ago: $AXTI has gone up 5500% in 1 year $SNDK has gone up 2959% in 1 year $SIVE has gone up 775% in 1 year and still pre-Nasdaq The difference with Sivers is that the biggest moves haven’t happened yet: + Nasdaq dual listing actively underway (PCAOB audit in progress as of today) + Q1 2026 earnings dropping May 20 + LiDAR production ramp targeting Q4 2026 + Mass production for $AAPL, $MRVL laser supply chains starting 2027 + Zero US institutional ownership (yet) When those catalysts land, the addressable buyer pool multiplies overnight. So you are note late, we are beginning the second arc. Bullish 🇸🇪

@CPpking99003 @bitcoinbutcher1 @XCapitalMgmt My god you’re a genius. Selling all my IREN shares now.

@bitcoinbutcher1 @XCapitalMgmt they don’t announce deal just because of they don’t have it

More MW appear to be coming to 🇨🇦 for $IREN Canal Flats, Mackenzie, Prince George or new sites? TBD H/t @XCapitalMgmt