Dino

Want to lift the most people out of poverty? Drive the cost of energy to Zero. This should be the sole focus of every government in the world

One team has the record for largest margin of victory in a championship game (a record that will never be broken) The other team couldn’t keep track of their timeouts

@brianfry01 Pretty cool that you have seen the growth from the beginning. I love stories of small companies becoming behemoths. Glad I’m along for the ride as a shareholder for the last couple of years. The future is bright!

Thanks JM. I keep pinching myself as I watch $IREN take off to the stratosphere. The Roberts brothers sure had the “right stuff” to catch the AI wave.

@mikie_v You forgot UofA in 97 but your point is still stands!

Flip it back further. The only other two in the last 50 are UNLV and UCLA.

@Agrippa_Inv Any well known IREN 🐻 subscribed to your substack?

New $IREN Deep Dive: Childress Unlocked I’ve spent the last couple of weeks writing the most important $IREN deep dive I’ve published to date. Air-cooling at Childress is a MUCH bigger deal than the vast majority of investors and analysts realize. Honestly, $IREN price targets across the board should be well above $100 at this point. But Wall Street missing the forest for the trees is nothing new. I’ve extensively modelled out the company’s near-term pipeline using conservative assumptions (below management’s guidance), and it’s clear as day that the market isn’t properly pricing in $IREN's industry-leading earnings power. $IREN is going to make BILLIONS of actual net income over the coming years… not just meaningless EBITDA or top-line figures, but real profits flowing to the bottom line. If anyone is the next hyperscaler, it’s $IREN. Remember, real hyperscalers are actually profitable… At the same time, every investor should be aware of looming industry risks that affect all neo-clouds in the sector and evaluate how they could impact the investment thesis. That’s exactly what I’ve done for all our readers. These are the topics this new report covers: ➞ Breaking down the new GPU orders + new guidance ➞ Implications of air-cooling ➞ Extensive pipeline modelling ➞ Comprehensive analysis of the new $6b ATM ➞ Risks to the investment thesis ➞ + Plenty of bonus topics This 40+ page mega deep dive covers everything $IREN investors should be aware of today. It’s written in a very reader-friendly way, with many graphics & embedded video clips throughout. I chuckle when I read so-called “analysts” on X give their takes on $IREN after doing nothing more than surface-level analysis (at best). Most investors have no idea where this is heading… If you’ve read the new deep dive, I’d love to hear your feedback in the comments. Appreciate all of you, cheers! ✌️ agrippa.investments/p/iren-childre…

@bananaman899 💯

If Dra Gibbs-Lawhorn stays at UNLV he will go down as a Runnin’ Rebel great of this generation

@jasonkredline He’s been banging on the scorers table and we are hearing it on the TV broadcast 🤣

Josh Pastner is so far on the court, literally was nearly at mid court there bantering with the crowd. This stuff is hilarious, and pretty fun as a Rebel fan tbh, But I can see how opposing fan bases would be annoyed by this 😂😂 You be you Josh

Tyrin “The Tornado” Jones #unlvmbb

@jasonkredline I went to a game at SDSU during the Anthony Bennett season. Was a great spot for a game as raucous and hostile as it gets!

I have been to basketball games at Boise State, New Mexico, Utah state, and the university of Reno. The best environment in the mountain west is New Mexico. Haven’t been to sdsu so obviously take that into account, nor have I had the chance to go to GCU.

@HyperAICapital x.com/i/grok/share/4…

🚨 BREAKING: INSTITUTIONS SLASH $IREN SHARES BY OVER 60% Stratos Wealth Advisors reduced its position to 26,600 shares, a 63% decrease. CloudAlpha Capital Management cut its stake to 66,268 shares, a 68% reduction. Latest filings show notable institutional trimming.

@martypartymusic Does this get it over the line?

Breaking: Latest Compromises Proposed by Crypto Firms to Banks let us know what is coming. To break the deadlock and salvage the bill, crypto industry representatives have floated targeted concessions focused on integrating community banks more directly into the stablecoin ecosystem. These proposals aim to address banks’ fears of disintermediation while giving smaller institutions new revenue opportunities: 1. Placing portions of stablecoin reserves with community banks • Instead of reserves being concentrated at large custodians (e.g., BNY Mellon) or megabanks, crypto issuers could allocate a meaningful share to community/regional banks. • This would recycle dollars back into the local banking system, supporting lending and reducing outflow concerns. It could also diversify reserve custody, potentially improving stability and earning banks custodial fees. 2. Enabling community banks to issue their own stablecoins via partnerships • Smaller banks could partner with crypto firms (e.g., tech providers or issuers like Circle) to launch branded or co-issued stablecoins. • This positions banks as active participants rather than competitors being disrupted—potentially allowing them to offer digital dollar equivalents tied to their deposits, attract crypto-native customers, and generate new fee income. • Examples from related developments include state-level experiments (e.g., North Dakota’s planned “Roughrider” stablecoin via its state-owned bank partnering with community lenders) and broader explorations of tokenized deposits. These ideas represent a pragmatic olive branch: crypto concedes some ground on reserve concentration and yield structures in exchange for broader regulatory approval, while banks gain direct involvement and potential upside in the growing stablecoin market (projected by some forecasts to reach trillions in capitalization).

@EsotericKang @grok how many shares of MSTR does Blackrock own

“Blackrock doesn’t want your coins They want Saylor’s” - Anon on 8/3/24

Sold IREN @ 40. Generational fumble. Few

@mandrusko1 What’s your level of interest in Gaming (casino industry vendors)? Happy to DM info on my company. We are pre-revenue and prepared for major growth all with major regulatory approvals in place.

If you're building something offensively ambitious, now would be a good time to call us!

@WallStreetMav Nothing in the world is more permanent than a "Temporary Government Program"

The income tax was supposed to be temporary to fund World War I. Now it funds Somali fraud. Ending the income tax would cement Donald Trump as the greatest President in American history.

@HermesLux “Reveals” 🤣

Yup. Bottom is in.

reinforcing @systematicls thesis.....

@BillAckman @heydave7 @elonmusk @SpaceX @SECGov @Tesla Big fee savings compared to conventional route

@heydave7 @elonmusk @SpaceX @SECGov @Tesla None in my view. It is superior to a conventional IPO in every way.

.@elonmusk, what if we took @SpaceX public by merging it with Pershing Square SPARC Holdings, Ltd. (SPARC) a new form of acquisition company that was approved by the @SECGov. We could distribute SPARC special purpose acquisition rights (SPARs) to @Tesla shareholders so that all Tesla shareholders would have the right to invest in the SpaceX IPO, or they could choose to sell their SPARs to someone else. This would reward loyal Tesla shareholders with the opportunity to invest in SpaceX (or with cash for their SPARs), while totally democratizing the IPO process. In addition to receiving common stock in SpaceX, exercising SPAR holders would also receive Pershing Square SPARC Holdings II SPARs, which we could use to take @xai public at the time of your choosing. Pershing Square would due diligence on behalf of all shareholders and would commit $4 billion of capital to the IPO at a fixed price per share. SPARC has no underwriting fees, founder stock or shareholder warrants, and we would waive our right to receive SPARC sponsor warrants. The result would be an IPO without any underwriting fees or dilutive securities issued. @SpaceX would go public with a 100% common stock capital structure and it would not incur any transaction costs other than modest legal fees which SPARC would pay from its cash on hand. We could raise whatever amount of capital you would like by adjusting the exercise price of the SPARs. Assuming we issue 0.5 SPARs for each share of Tesla, there would be 1.723 billion SPARs outstanding including the 61.1 million SPARs that are already outstanding. Since one SPAR would be exercisable for two shares of SpaceX, the SPARs would be exercisable for 3.446 billion total SpaceX shares. So, if we set the SPAR exercise price at $11.03, SpaceX would raise $42.0 billion, $38 billion from the exercise of SPARs and $4 billion from Pershing Square, or if we set the SPAR exercise price at $42.0, SpaceX would raise $148.7 billion, $144.7 billion from the SPAR exercise and $4 billion from us. SPARC is indifferent to how much of the shares are primary versus secondary shares giving the company maximum flexibility. We could do due diligence and enter into a definitive agreement committing to the transaction within 45 days, at which point it would be certain that SpaceX would go public at a fixed valuation subject only to SEC approval of the merger proxy/registration statement. Our commitment to the transaction would not be subject to market conditions. We could start work right away and announce the transaction by mid- February. It only seems appropriate that the most innovative and efficient rocket company in the world should go public in the most innovative, efficient, and fairest-to-Tesla-shareholders manner possible. To Mars and beyond! What do you say?

@vegasrebel19 Firing Rice in the middle of the season put a karmic black cloud over the program. Not arguing he should have stayed the coach, but doing it in the middle of the season set the program on a trajectory that we haven’t recovered from.

Remember everyone, it’s the fans fault UNLV basketball has been abysmal for a decade plus. It’s not the administrations fault for poor hires. It’s all on the fans.

@JSeyff @MikeBloomberg The boss has to wear a badge in his own building?

Had the pleasure of catching up with the big boss yesterday. Was truly an honor

@peopleschamp87 Good for him!

Dedan Thomas Jr getting Nike money