chick
1.5K posts
chick
@chickbailes
CME member. Ex Rate Futures Trader. Entrepreneur. Developer. Hotel owner. Musician. Traveler. Live music.
Chicago, IL Katılım Mart 2025
181 Takip Edilen226 Takipçiler
Turns out $IREN got 20% upfront, while $NBIS got 40% from $MSFT
Nebius has the best management team in the neocloud space
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This is real. Before it was a risk. That risk is gone. The company does not get credit for its stellar execution. They can sell close deals. It’s better that they weigh all their options and close the deal when they need to. That need time is approaching fast and having 1.4GW ready to go accelerates the negotiations. You were warned.
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$IREN conspiracy theory: they waited till May 1st after the market closed to announce Sweetwater energization just to fuck over shorts. Shorts were betting on an April execution fail. What could they have for us at the ER that will further squeeze the shorts? 🍿
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Gonna stop drinking, Can yall recommend fun drugs to do for beginners
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Crazy how fast $IREN sentiment changes in this app.
Friday, at $54: $100 in weeks.
Wednesday: -22% from friday.
Best thing you can do is ignore posts without substance. Trust your chart squiggling, not cheerleaders.
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$IREN Signed a deal with Microsoft in November for 200MW Critical IT.
In 6 months they have GPU’s Installed, cooled and powered at H1.
Deployment may be ready to go any week now.
In comparison $NBIS who relies on colocation started construction beginning of last year and has claimed to deliver 50MW to Microsoft beginning this year.
But their NJ facility is only pulling 5MW and Thermal Images show it is not operational as they wait for air-permits for BTM gas generators.
Know what you own folks 🙌
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Where power becomes intelligence.
NVIDIA GB300s arriving at Childress for our Microsoft Horizon deployment. Big effort from the team. $IREN
Childress, TX 🇺🇸 English
As we remember our incredible daughter, Maddy, my family has been deeply touched by the outpouring of support we’ve received. Thank you to everyone for your kind words.
Maddy was a deeply empathetic and engaged person. Even as recently as the day she passed, she was full of ideas and suggestions for me – especially how I could improve my social media to make a difference.
She used to say to me: “Dad, you have the power – you have to use it.” She pushed me to make the most of my position, to use my seat in the Senate to help people in meaningful ways.
If I can find any solace during this time, it’s that I have the enormous privilege to serve Virginians and the responsibility to keep working for a better, more just world in Maddy’s name.
I look forward to returning to the Senate this week and continuing that essential work.
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@danroberts0101 The most disappointing stock I own. Without question. If there’s so much demand out there, why can’t you close a deal?????
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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.
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BREAKING: Prominent UFO researcher David Wilcox has died by suicide.
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TRUMP ADMINISTRATION WARNS IT WILL RUN OUT OF MONEY TO PAY TSA WORKERS IN COMING WEEKS
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Trump, hate him or like him, when it comes to companies he's pretty darned knowledgeable.
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BREAKING: Trump has pulled VP Vance from the Pakistan talks over "security reasons," reversing his announcement from minutes ago. Witkoff and Kushner will lead the delegation instead.
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Zojuist heb ik dit aangetroffen op de kamer van mijn 14 jarige zoon. Is dit drugs? Wat adviseren jullie mij om te doen? Beginnen met een halve?
Nederlands