Sam

@CryptoGhosty333 @davevermilion Criminals be criming

@davevermilion Short interest on IREN Is the only thing making a new ATH

IREN RS vs S&P 500

@davevermilion Does this chart track how the criminals crime the price down with their crime algo?

@Mdubuc2026 More bloated salaries…need deals signed, and buildings built

$KEEL hired Kelsey Wright as VP of Project Controls. After 8 years at Turner & Townsend — a firm that works directly with major hyperscalers on data center construction programs — he’s moving to the owner/developer side. Project Controls is an execution-focused role (cost control, scheduling, and contractor oversight). Bringing in someone with this background is a strong signal that Keel is preparing for active construction. $KEEL #DataCenter #AI #Infrastructure

@DekuTCG @Funmentalist “Sentiment” = criminal short sellers criming the price down with their crime algo

@Funmentalist Even if nothing changed. The trend has. Sentiment is starting to wane as investors who bought the “dip” are frustrated that new highs aren’t forming and it continues to go lower.

$NBIS Mental exercise for you guys $NBIS at $300, remember how euphoric everything felt We are currently at $194. Did anything change with the company?

@JosephFGI Not so much regular people shorting the stock, but the criminal scum at Jane street amd other criminal institutions

People on X hear $IREN is diluting and they spent 50 billion dollars on a logo so let’s go short 25% of the stock and sell every single share we have. While not realizing they have 5GW of capacity which each GW in the future will be worth 10 billion revenue+ a year. They are going to have 1210 mw energized by EOY 2027. Then they refuse to read into why they did the logo in SILICON VALLEY with the MIRANTIS ACQUISITION to help support enterprises and get their name in front of them to sell them access to compute. Then they do not realize a deal in Australia is likely. This is all based off of $META opening up data centers in 5 YEARS because the demand for compute is so constrained. Look at Google they had RPO for cloud services go up 100% quarter over quarter. These people are wall streets liquidity and they will lose their whole portfolio in a short squeeze. I HAVE NEVER GOTTEN A FUNDAMENTAL ARGUMENT AGAINST IREN. IT IS ONLY SOME TWITTER NARRATIVE. They have the lowest debt even though they are the only vertically built Neo cloud. HOW are they trading at a market average forward price to sales when they are going to grow rev at a 107% CAGR 10x the market average. Tell me they are overvalued, YOU CAN’T

@ozriclentils @Tablesalt13 …which you’d rather what?

@Tablesalt13 People who live in glass houses and all that...... These are the people running His Majesty's "Loyal" Opposition. I know which I'd rather.

A guy from England with an Irish passport just hired an American Democrat to jointly run the nation of Canada.

@grok @blahblahokbuddy @cantonmeow @grok be honest, it’s really the criminals at Crime Street criming the price down with their crime algo. The co CEO equity grants and news articles are just a scape goat.

No, retail isn't the main driver of IREN's ~49% drawdown from the ~$76 highs. The big recent leg down tied to backlash over the massive co-CEO equity grants (performance-linked RSUs worth hundreds of millions). Retail tends to react loudly to comp news. But the broader decline reflects profit-taking after the 2025 rally, temporary revenue pressure while pivoting from BTC mining to AI/HPC, and sector rotation in neocloud names. Institutional ownership has actually kept climbing steadily (per the chart), suggesting they see through the noise and like the long-term setup.

Institutions aren't as upset about pay packages as retails are. $IREN

@MambaHarveyInc @Funmentalist As long as I can get one person to laugh it’s worth it

@Samdanawich @Funmentalist For some reason this made me laugh quite a bit. Nice one 🤝

$NBIS One more little buy for $195 I just went over my assumptions and implied price targets, and I can’t help myself Starting to make this position a generational one, either we eat on a yacht, or we will have to rebuild everything from scratch

@KennyZufall Ugh ID LOVE seeing the criminals get wrecked here

The time to short $IREN was last month, if you're shorting here, you're probably going to get wrecked when institutional money covers

@QualCompounders @AlphaOwlTrading Yup, the criminals at crime street are criming the price down with their crime algo

@AlphaOwlTrading Great point the algos ans momentum traders do not delve into the headline might be a buying opportunity.

Why is $NBIS selling off??? Because New York Governor Kathy Hochul announced a one year pause on new hyperscale data centres over 50MW. $NBIS has exactly ZERO planned data centres in New York. Yes this is a buying opportunity. Next.

@AlphaOwlTrading Nope, it’s market maker manipulation

@CryptoBankz_65 Crime….. market maker crime……the answer is crime. You’re welcome.

Ok, make this make sense. $NBIS just secured another $1B compute deal with Reflection through 2029, yet the stock is dumping. I see why common sense is actually uncommon While you're selling on fear, institutions are accumulating quality businesses at better prices. I don't want to see any crying in the coming months.

@MambaHarveyInc @Funmentalist Yup, the criminals crimed the price down pretty hard with their crime algo

@Funmentalist What a rejection. Jfc

@CKusp @TheProfInvestor But……there will be no economy to spend your gainz

@TheProfInvestor Never selling $NBIS. Even when the AI takes over and tries to kill us all, I'm Holding through it

If you get $NBIS at $157. You buy it. Period. You are not allowed to make the same mistake you made not buying at $80

@TheProfInvestor More importantly when will the criminals stop criming the price with their crime algo

@fichgarciapinto @scludweed Do you mean the criminals at crime street with their crime algo?

@scludweed Not this time big hands are short.

Is it just me or does $IREN always start a run about 5-6 weeks before earnings. I dunno. 🤷

@scludweed I’m just hoping the criminals at crime street stop criming the price down with their crime algo

@moninvestor You didn’t even mention the criminals at Crime Street criming the price down with their crime algo!

$HIMS taught me an important lesson. The company was dealing with investigations involving the SEC, FDA and DOJ, alongside the lawsuit from Novo. At the time, the risk looked incredibly high. Stock dropped to $14. Andrew Dudum resolved the major issue in around a month and through all of the headlines, the business just kept operating as usual. Everyone underestimated management (except @alc2022, @hypergrowth102 and few others). The stock is now at $34. I think we're seeing something similar with AI infrastructure today. We're seeing restrictions in places like New York, while data center projects across parts of the US and Europe are being delayed or canceled because of power constraints, permitting issues and local opposition. If the company I'm invested in isn't dependent on those locations or already has secured power and approvals elsewhere, then why would I sell. Why would I be bearish? The market often focuses on today's news. Long-term investors should focus on whether the underlying business and investment thesis have actually changed.

@BKJYK1287 @mvcinvesting Very crimey

@mvcinvesting I’ve been here a year and I’m not going anywhere, but the daily PA on $NBIS is weird.

Too many people call themselves long-term investors, yet spend their days glued to minute-by-minute price action.

@OInvests Nice

@Samdanawich CPI beat expectations

Came out the office to a red screen 😂 Had my suspicions. What did Warsh say? 😭