Aaron
1.6K posts
$IREN 2W. First close below the 40 Week Cloud + bearish cross.
Francisco Gomez-Palacio@nanotitan28
$IREN Breaking rectangle to downside + daily bear structure continuation if we close below $36.52. Pattern measured move = $28.23, almost exactly IPO price. Weekly bullish structure breaks with weekly close below $33.34. Now under April VWAP. Volume gap below.
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$IREN Breaking rectangle to downside + daily bear structure continuation if we close below $36.52. Pattern measured move = $28.23, almost exactly IPO price. Weekly bullish structure breaks with weekly close below $33.34. Now under April VWAP. Volume gap below.
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Tesla denies reports of sub-$30K Model 3 launch in China
driveteslacanada.ca/news/tesla-den…
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One other thing that caught my eye on the second pass.
Lenovo says:
Together, IREN and Lenovo configured and deployed 648 Lenovo ThinkSystem SR680a V3 nodes, forming clusters featuring NVIDIA® HGX™ B200 GPUs.
In other words... past tense.... as in they've already deployed these 5,184 B200 GPUs.
They then go on to say that the B300s are being prepared.
The team is preparing to introduce NVIDIA® B300 servers at the same site, from an order of 440 Lenovo ThinkSystem SR680a V4 nodes with NVIDIA HGX™ B300 GPUs.
So 5,184 B200s already deployed with an additional 3,520 B300s probably right behind them.
Nice!
👀👀👀👀👀
(Should we read anything into the fact that Lenovo used a picture of the Prince George site on their website. Hmmm)
The God Particle@_Sgr_A_Star
Great find @Bare_Birk! I'm surprised at the lack of PR -although the scale here is pretty small relative to the procured/existing size of $IREN's fleet (150k), it's still large enough in size to move the needle. 648 nodes × 8 ≈ 5,184 GPUs (B200) 440 nodes × 8 ≈ 3,520 GPUs (B300) This confirms the rumor that $IREN may have been procuring GPUs from someone other than Dell. And depending on delivery dates, these GPUs may also explain why Q1 has seen a continued decline in estimated hashrate. I hope the delivery targets for these GPUs is ahead of the 50k recently ordered from Dell US/Canada as it would partially explain why they were still taking miners offline in Q1. (i'll make a separate post on this later).
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$BTC has not been able to break the $71,000 zone so far.
The levels I've laid out quite some time ago are still working out perfectly.
chad.@chad_ventures
$BTC held $68,000 support and is now back at the $71,000 zone. So far looking like a higher low after making a higher high, indicating that structure is bullish on the daily chart.
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DJT respecting the $SPY / $SPX 200 day moving average for now
amit@amitisinvesting
TRUMP: THE US IS CONSIDERING 'WINDING DOWN' THE IRAN MILITARY EFFORT S&P up 1% after hours 😂😂😂😂
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@danroberts0101 @NVIDIAGTC Can’t wait to read the same tweet next month with still no Childress or sweetwater deal ! Cheers 🥂
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What a week at @NVIDIAGTC
Three themes:
1. Time-to-compute
2. Scale
3. Execution
Not just how much compute, but how fast you can deliver it.
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Tale of two cities
$DELL is the largest beneficiary of the $SMCI prosecution
Sam Badawi@Sam_Badawi
$SMCI is down 13% AH after prosecutors charged three individuals tied to the company in an export-control case... the company was not named and is cooperating.
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BREAKING 🚨: X users have burned through 15 trillion AI tokens arguing $IREN vs $NBIS - accidentally creating more demand for both companies than any analysis ever could.
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April 2026 is going to be dope.
• First test flight of Starship V3 (with first Raptor V3 flight)
• Cybercab production begins
• Tesla FSD V14.3 launches
• 𝕏 money early public access
• Next-gen Tesla Roadster unveil (hopefully lol)
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123k views for a one-liner joke.
Roughly 3-5k views for every other analysis I post.
Sums up the state of this space perfectly!
chad.@chad_ventures
You simply can't make this up. $NBIS
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@avelglory One more dip compared to ETHA, then rocket ship if this fractal holds (it’s been perfect through several pivots so far)
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Bold prediction - SBET trades slightly higher in price than ETHA by beginning of May
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$TSLA weekly, Gann chart
The answer to why $380 is very important
chad.@chad_ventures
$TSLA weekly Got rejected at strong resistance from bull market support band and 1 log Fibonacci level $380 remains crucial support - otherwise a move towards $350 becomes possible.
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Which is the LEAST risky location to have AI data center exposure: Israel, United Arab Emirates, or Texas?
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THIS IS INCREDIBLE.
$GOOGL Google Maps is introducing a new immersive driving experience that blends real-world navigation with highly detailed visual environments. It feels like the early foundation of a much more interactive mapping layer.
More importantly, this shows where mobility is heading. Imagine this integrated directly into vehicles from $TSLA or $RIVN, where navigation, autonomy, and real-time mapping all merge into one continuous driving interface.
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important consideration for all neocloud investors @SemiAnalysis_
$IREN $CIFR $WULF $CRWV $CORZ $NUAI
Català
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@avelglory @BixbyIsBack @DriveTeslaca The only change is the white and black paint now included. Still same price though $49,990
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Tesla Model Y RWD (formerly Standard) and Performance now also on display Sherway Gardens 🇨🇦
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