Deep_Miners

54 posts

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Deep_Miners

Deep_Miners

@Deep_miners

Katılım Nisan 2014
74 Takip Edilen264 Takipçiler
McNallie Money
McNallie Money@McnallieM·
Another great day in the office!!! 📈📈📈 $CIFR $ABTC $BTDR $GLXY $KEEL
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Deep_Miners
Deep_Miners@Deep_miners·
After today’s $IREN digging, I took a closer look at $CIFR and found this. Maybe it is already known, but AWS appears to be recruiting data center and infrastructure delivery technicians in Wink, Texas, where Cipher’s Black Pearl campus is expected to begin delivering.
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Deep_Miners
Deep_Miners@Deep_miners·
🧐🤔🤔🤔
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
My senior quant just called me, out of breath, and said his models say $IREN should be worth $120-$140 today and euphoria doesn’t begin until $150-$240 this year or $300-$420 next year, in 2027 $550 is still the conservative target over 3-5 years We haven’t seen a real bubble yet
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Deep_Miners
Deep_Miners@Deep_miners·
@danroberts0101 @FransBakker9812 Same 480MW YE2026 capacity target, but ARR raised from $3.7B to $4B+ — suggesting stronger pricing and/or a richer services mix. Should the previously guided ~$0.7B of ARR from the NVIDIA deployment expected in early 2027 be viewed as additive to the $4B+ YE2026 base?
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Daniel Roberts
Daniel Roberts@danroberts0101·
12 months ago we had ~3MW of self-built AI Cloud capacity. Today: 480MW being delivered this year, $2.8bn in new contracts signed, and our 2026 ARR target raised to $4bn+ with ~85% already under contract. Demand continues to exceed everything we can build. Recent contracts include customer prepayments covering ~45% of the associated GPU capex, with weighted average contract terms of ~4 years across the portfolio. Data centers. Compute. Software. The three-layer thesis, executing as written: x.com/i/status/20577… We're in a good spot. Proud of the team.
IREN@IREN_Ltd

IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn. “Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.” “We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101 Press release: iren.gcs-web.com/static-files/d…

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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
Am I the only $IREN bull left? Seeing lots of capitulation
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Deep_Miners
Deep_Miners@Deep_miners·
@mikealfred I have always appreciated your honesty, sharing your thoughts here on X and also your availability. Thank you! Keep it up
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
Am I the only bull left?
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Deep_Miners
Deep_Miners@Deep_miners·
@BitcoinAIGuy I wouldn’t take profits until 969. Don’t you see the 969?
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
If we were actually in a euphoric AI bubble we’d see $IREN repriced to $500+ TODAY, based on its secured power’s revenue *potential* — yes in 2026. That’s what euphoria and real bubble looks like. Today’s prices tell me it’s still early days for $IREN and it’s still misunderstood; the stock is still building momentum and the business is still proving itself as both a developer of AI data centers and as a Cloud Service Provider… with the potential to be a leader in the market. The stock seems to have many years to run… and multiple periods of euphoria to look forward to… but if $IREN magically reprices to $500 in 2026… would I take profits… yes. Wake me up when the bubble accelerates 🥱 Or should I say: A C C E C E L E R E R A T E
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
$69 soon? $IREN
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
When $IREN is $69, I will host a dedicated Space about Bitcoin, AI, and retardmaxxing. Would anyone be interested in these topics?
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
@mikealfred "Anthropic is one of the best companies in human history." - Satoshi Nakamoto
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
It feels like I’m the only person on X that is still excited about bitcoin. Is it really just me?
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
Holy shit $IREN just acquired $NBIS
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Deep_Miners
Deep_Miners@Deep_miners·
I have a sum of money to invest within four to six weeks. My investment plan for this money is: 50% IShares Bitcoin ETP, 35% $IREN, 15% $CIFR. I would like to hold this for ten years. What is your opinion?
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