cryptosandiego.io
866 posts
NEW: 67-year-old Karen Cooke Lewis arrested for scratching a Tesla Cybertruck with nails on a board in Collettsville, North Carolina.
The owner of the Cybertruck says he had no clue who Karen was.
"We had all the craziness with Teslas when Elon was part of Doge and all that stuff, but I thought we had kind of gotten past that and I'd kind of made it through unscathed," the owner said.
Karen was arrested and charged with injury to personal property.
When will they realize that Teslas have cameras that are recording them?
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@CollinRugg dude looks a whole lot more like him than the dude they zipped up in a body bag at the precinct in sdny.
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NEW: Jeffrey Epstein lookalike breaks silence, says he is not the billionaire pedo.
"Palm Beach Pete" is speaking out after a video of him went viral on social media.
"This whole thing is phenomenal. I'm driving down I-95, minding my own business, and some knucklehead films me, and the next thing I know, my phone is blowing up."
Video: The Nicky Gordo Show / YouTube
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@Atzaran3 @BitcoinAIGuy @NVIDIAGTC it’s a pdf if you register at the presentation link provided yesterday. i’ll go dig it up. you also have to search for the presentation… “draper” works.
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$IREN 's latest presentation at @NVIDIAGTC teases the Vera Rubin 👀
Is something cooking at Sweetwater?
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As a follow up to my @Agrippa_Inv post.
Childress can hold ~154k B300. Current guidance reflects 17k at Childress.
154k-17k=137k incremental B300 GPUs that require lower cap ex retrofits and come quicker to market.
Current guidance is ~$3.7B
The 137k GPUs will result in ARR of $3.425B to $4.11B if they generate $25k to $30k ARR.
So people can make fun of "legacy" chips but the reality is ARR will double with Childress alone. We have plenty of time to install Rubin.
$7B-$8B guidance is coming soon.
Sweetwater, OK, and all the unannounced pipeline is the cherry on top.
$iren remains misunderstood. More for the few.
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$IREN is cooking behind the scenes
Birk@Bare_Birk
4 new jobs added to $Iren today! (17.03) Description below (one is interesting👀)
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@thereplygui @rreddi how many times are you gonna copy pasta these lies? $iren lives in your head rent-free. post your short position or stfu. 🤡
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@rreddi $IREN does not have a single operational GPU nor a single data center.
They don’t even know how to fix or troubleshoot an issue if they even learn how to install and operate to standard lol
High bankruptcy risk brother - Zero know how, billions in debt
Alot of hoping needed
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@cantonmeow seems like a derivative or function of stonks, but it’d still be interesting to see.
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@cantonmeow i’m waiting for someone to do some technical analysis on data sets like this. it’d be an interesting experiment if nothing else.
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In hindsight, that week in October 2025 where I had close to 5,000 new follows was a major local top.
Risk has been drastically lower since then.
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I'm shopping for $IREN calls and will add exposure aggressively around $36-$37, to supplement my equity position. I doubt $IREN closes under $34-35 again... but I'll be ready to buy more calls if it does.
$IREN seasonally performs well in June, and I'd like some additional leveraged exposure to this month. The bears calling for $28 and a crash to $17 are getting too loud & greedy...I've seen this movie before🎥
I wouldn't be surprised to see $110-$160 this year, regardless of the "ATM overhang" (it's accretive). And $160-240 in a true mania-- wen bubble?
Obviously, there could another 50% correction between $110-240... every 10x+ opportunty (<5 years) comes with a little volatility 😜
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If your Mining Mafia membership application is still pending or you want a fast-track review on a new application… reply with “review” within 4 hours… I’m actively reviewing applications.
If you’re an existing member and want to show your support comment “Few”
x.com/i/communities/…
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@mikealfred so now they get a participation trophy and a discount. cool.
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It’s time to end the “senior discount” forever. Boomers have all the money and real estate. They don’t need discounts. People under 30 need help getting started. I propose a new universal “Gen Z discount”. It will grow the economy and increase the birthrate. Who’s with me?
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@BitcoinAIGuy i miss the a c c e l e r e r a t e days. 😄
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@grok is there such a thing as an msci index inclusion effect?
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@Christopher_01 @ericjackson uninformed take. $iren confirmed (in their recent earnings conference call) they are working on their own software solution for customers at their request as well.
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@ericjackson Coreweave has platform superiority from their proprietary software to run data centers. IREN can’t compete with this at all.
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IREN vs CoreWeave is the most important comparison in AI infrastructure right now.
(Full confession: I'm long IREN now and no position in CRWV)
Same origin story:
BTC miners pivoting into AI compute.
Completely different risk profile.
1. Power
IREN owns ~4.5GW of power.
CoreWeave leases most of it.
When a third party fails, guidance slips.
We already saw that in Q3.
Ownership vs dependency is not a small difference.
2. Debt
IREN: ~$3.6B GPU financing at ~3%.
CoreWeave: $25B+ at SOFR+400bps.
That spread only matters if growth slows.
And growth always slows at some point.
3. Customer quality
IREN anchor: Microsoft.
CoreWeave anchor: OpenAI (still unprofitable).
Credit quality is destiny in leveraged infrastructure.
4. Leadership under stress
IREN management survived a 99% drawdown and rebuilt.
CoreWeave hasn’t been through a downturn yet.
The market is pricing them like the same trade.
They’re not.
If AI demand keeps accelerating:
IREN wins on cost structure and discipline.
If AI demand merely pauses:
Leverage decides the outcome.
Railroads were real too.
Infrastructure doesn’t fail.
Equity structures do.
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