Sam

@CernunnosCap @danroberts0101 @HotAisle Whatever it is, I’m buying more IREN today

$IREN Management is deliberately misleading retail. AGAIN 🚨 CEO @danroberts0101 posted: "Childress. Liquid cooling online." Reality? It's a glorified air-conditioning band-aid. Massive credit to @HotAisle for spotting the smoking gun in their own PR photo. Here’s the brutal technical reality: @jiahanjimliu 😅👇 Those bulky units bolted to the racks are Motivair ChilledDoors. This is NOT true liquid cooling. It is Rear Door Heat Exchanger (RDHx) technology. 1. The Silicon Is Still Choking on Air Inside the racks, the actual GPUs remain air-cooled. Server fans push 140°F+ exhaust air into the back of the Motivair door (basically a giant radiator). The door cools the room air, not the chip. 2. The Blackwell/NVL72 Math Air is a terrible thermal conductor. When you’re pushing 1,000W+ per GPU and 120–132kW per rack, even an RDHx catching the exhaust structurally fails at the silicon level. You cannot run exascale-class AI through air gaps. This is the ultimate proof of the $NBIS vertically integrated thesis🎯 Nebius isn’t bolting refrigerator doors onto a repurposed Bitcoin mine. As they scale toward their 5GW target, they’re engineering Direct-to-Chip (DtC) liquid cooling from the ground up. Cold plates sit directly on the silicon and pull heat out ~20x more efficiently than air. One is a legacy crypto facility using RDHx crutches. The other is a purpose-built AI factory. $NVDA $VRT $DELL #ai #Datacenters

@Edge_Bolt @AbhiRanger107 I’m here for it bro. If they sign Anthropic as a tenant for all of Horizon or Sweetwater, that’s a $50B deal. I hope we’re at $150 in 12 months

@Samdanawich @AbhiRanger107 No the 1 year is bearish, 150-200. You are a little too bearish man. Do you know what happens when they expand to 10-20GW secured capacity?

$IREN The stock that can save you from working the rest of your life. If you are swift to enter before the deal. You were warned.

@AbhiRanger107 @Edge_Bolt 1 year - $85-$100 3 years - $150+ 5 years - $300+

@Edge_Bolt Where do you think this stock gonna be in the next 1, 3, and 5 years?

@compoundturtle_ Crimen (IREN) for sure

$NBIS or $IREN — who outperforms over the next 10 years? $NBIS — Nebius Mcap: ~$54B Secured power: 3+ GW Owns 75%+ of its infrastructure $IREN — Iris Energy Mcap: ~$20B Secured power: 5 GW 100% owned infrastructure (land, power & data centers) Which are you picking?

@PSInvestor I hold both Nebs and Crimen

What do you hold? $IREN, $NBIS or both.

@SylentTrade Won’t those shares be bought off the crime makers like Jane street in the dark pool for like $0.10/share?

People fail to realize that roughly 10 million shares of $IREN will be purchased through this inclusion alone. Now imagine when we get added to the Russell 1000 then the QQQ. The floor will be $50 easily.

@Samdanawich She shining

4 stocks essential for the AI buildout. $IREN $NBIS $MU $VRT If you could only pick one for the next 3 years - which would it be? 👇 NFA

@EchoAnalysis I need $104 by Thursday my G

$IREN you are still early 👀 Price has broken out and retested the trendline / 21 EMA confluence with low volume This is textbook and still a buy here Wave 3 target: +82% 🚀

@AlphaOwlTrading You should’ve bought Iren instead

SPOT THE DIFFERENCE… If you bought $10,000 worth at the start of the year: $NBIS → $25,600 S&P 500 → $10,900 That’s a $14,700 difference. Same starting amount. Very different outcome. Hold $NBIS or $VOO and chill for the next 5 years???

@CryptoBankz_65 @EndicottInvests Yes. None of them except IREN.

@EndicottInvests None of them is a match to $NBIS long term wise

Steve and I talked $NBIS, $CRWV & $IREN and the entire AI Infrastructure buildout If you missed it on his channel, watch below! youtu.be/S1YGhB9zyr0

@Fickifacki123 I’m sure I could imagine it eventually

$NBIS could you ever imagine Arkady bragging about liquid cooling? Really shows you the difference vs. $IREN.

@EndicottInvests IREN also doesn’t own the Starbucks they serve in the lunchrooms. I guess they’ll never be truly vertically integrated.

I’m seeing $NBIS bulls say “see they’re not fully integrated!!” I love to troll $IREN but in what world should they make their own liquid cooling lol…. This is still vertical integration…

@coastersnbrews The weather in Canada seems great this year

Leviathan at Canada’s Wonderland has valleyed. It is pouring here and with the wind the temperature feel is 38 degrees 🥶

@Fibonacci_TA Max crime will have to be readjusted soon

$IREN (Max Pain $52 | Price $56) — May 29 expiry 2.65M in calls at $105 and price is already above the pin, sitting right where the call ladder starts. The ramp has five days to run. Puts are enormous — but they're all stacked from $25 to $46, far below where this is trading. Calls build in an unbroken staircase from $56, pick up pace at $78, then the ramp goes steep from $95 all the way to $105. Every strike adds weight. Dealers are already hedging above $52 and the structure keeps pulling higher. 🎯 Squeeze in motion. $52 is the floor. Clear $78 and the staircase accelerates — $105 is the ceiling at 2.65M. Max pain ticked down $2 this week for the first time in this series, so watch the anchor. How far does $IREN run before Friday?

@CernunnosCap I guess NBIS isn’t vertically integrated either because they don’t own Starbucks that serves the coffee in their cafeteria.

$IREN Congratulations on figuring out Liquid Cooling 👏 Well, now we know where they are buying their liquid cooling equipment from - Motivair by Schneider Electric. So they are buying: Server racks from $DELL $SMCI Liquid cooling from Schneider Can someone explain how this is Vertically Integrated? And won’t hurt their margins. Compared to companies like $NBIS, which designs its own proprietary racks, servers, and cooling systems entirely in-house. People were quick to jump on the Nebius x Bloom partnership, even though it’s half the price of Traditional Colocation. The path to profitability is clearer for a company like Nebius. #ai #Datacenters

@LukasFrije1re Man, IREN is incredible

$IREN investors are OBSESSED with $NBIS lol Dumbest community ever, have fun getting lapped by NBIS you losers. Insulting a completely different company’s CEO and wishing that they fail is proof that you all have miserable lives

@MaksimXBT @TheTechInvest Yeah the crime makers usually crime the price down so they can buy shares for cheaper

@TheTechInvest additions to the russell 3000 dont always guarantee sustained price action

🚨BREAKING🚨 $IREN ADDED TO RUSSELL 3000 🔥🔥🔥 Other additions: 1. $CRWV 2. $DLO 3. $FROG 4. $KEEL 5. $NUAI 6. $ONDS 7. $OPEN 8. $SLNH 9. $SYM

@MrMikeInvesting A house can communicate?!?

The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze… 1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR 2. AI Infrastructure ~ $CRWV, $NBIS, $IREN, $APLD 3. Quantum Computing ~ $IBM, $GFS, $QBTS, $RGTI 4. Rare Earths/Energy ~ $USAR, $UUUU, $OSS, $EOSE, $HYLN 5. Robotics ~ $NOK, $TSLA These are your next chances to make generational wealth, & you cannot miss it. Save this for later…

@Gubloinvestor And then what happened?

My Entire TFSA is $MU Wife’s entire TFSA has $DRAM