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

Just watched this. Great job @PunterJeff cool, calm and collected as always. I think coffee struggles from the old adage: “If you live your life as a hammer, everything look like a nail”

@EricLDaugh Go clear em out! @PalmerLuckey

🚨 IT'S OFFICIAL: The US military intends to deploy underwater DRONES to sweep the Strait of Hormuz clear of any Iranian mines This is partially because Iran is too INCOMPETENT to even find their own mines! Open the Strait 🔥 "USS Michael Murphy and the USS Frank E. Peterson are searching for any Iranian mines while trying to establish a clear and safe path. Underwater drones will also be used in the coming days." @MattFinnFNC

@Rory_Johnston You’ve been a great follow through all this with these updates. Please keep up the great work. Very informative

By volume today's 3 VLCCs represented the largest outbound tanker flow thus far in the Iran War. Rather than vessel count, the Bloomberg chart below shows deadweight tonnage.

Meanwhile, over on Reddit...

Did they just find their narrative for The Big Print? @LawrenceLepard

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.