@DeepValueBagger Yeah, what’s waste of time to care about the day to day operations of his company. You’re rather be invested in a company where the owners are absent?
CEO of $iren is posting about a faulty generator in Texas, while sitting in a yacht in Sydney (probably).
In all seriousness though, I'm uneasy about CEO, a finance one, having to try be "involved" in a trivial matter in a large business... Obviously he cant do anything 2500 miles away. Doesn't he have capable people who can do the job? Are there more important things he should be doing? It is the same uneasy that he has to explain on every earning call how valuable his power asset is. Less talk, more action. It's amateur hour.
BREAKING: President Trump announces he will be having a news conference with the US Military at 1 PM ET tomorrow.
This is just 3 hours after his “48 hour warning” to Iran expires.
He also just declared Tuesday as “power plant and bridge day.”
We will be covering it real-time.
I'm thinking of getting completely out of $IREN when the stock market opens on Monday.
I just think there are better opportunities in the market right now.
Convince me otherwise: why should I not sell $IREN?
$IREN will be at @HumanXCo in San Francisco April 6–9.
6,500 leaders in AI. Four days of conversations about where AI goes next.
Schedule a meeting: iren.com/contact#HumanX
@SmallCapSnipa No way! Count me in as a listener!
Suggestions: “Small cap, big moves” “Snipa’s scope” “the Snipa Street journal” “the Bullseye report” “the long range”
All of those are from Gemini… my marketing degree is useless ☠️
Looking forward to listening!
🚨 I’m starting a Podcast this year. Just locked up the studio and ready to roll!
The focus will be all things finance, business, AI, and market related. I want CEO’s, founders, engineers, investors etc.
Every episode will be in person
Now I just need a name… drop ideas👇
Tonight's situation is incredibly puzzling.
In President Trump's address to the nation just now, he effectively reread many of his recent social media posts out loud.
Between threatening Iran's power plants, saying the Iran War would last 2-3 more weeks, and calling out NATO, there was nothing new.
Yet, the market is now trading like the Iran War is ramping up for another month-long escalation.
Why? Because he didn't explicitly de-escalate.
Ironically, President Trump's address to the nation just now has imposed more pressure on the US through the market's reaction.
The market, which was finally beginning to show some signs of calming, is now highly agitated, with US oil prices back to $104/barrel, stocks down sharply, and the bond market melting down again.
Ironically, President Trump is now back to solving the problem he fixed earlier this week:
How will he contain the market?
Barring a dramatic red to green flip in equities today, the $VIX will close the week over 24 for the 5th week in a row.
Marks the longest such streak since Sept-Oct 2022.
That date is important cause that is when stocks put in THE bottom…
Fwiw.
I'll keep posting accurate, unbiased charts for free—despite the low clicks and engagement, you're getting premium insights most are missing 💯
Catch you tomorrow! 💤
Trump: We’re the hottest country anywhere in the world by far, with no inflation, record setting investments coming into the United States, over $18 trillion and the highest stock market ever
@TJTheWheelDeal I’ve learned this lesson early on: she doesn’t want a solution, she wants you to listen, agree the price is crazy, a question about her day, and finally a compliment. Feel free to steal this formula.
Wife calls me all paranoid saying it was $101 to fill up her Porsche. IT’S NORMALLY $80 DOLLARS AND NOW ITS OVER $100 AND I DID’T EVEN FILL IT UP ALL THE WAY!
Me: I’m like Buy a Tesla.
Her: They are ugly.
Me: So is the gas bill.
Me: Pick your ugly lol
Yeah…I’m on the couch for sure tonight or guest bedroom lol
@EndicottInvests I’m skeptical of Iran and the US finding common ground. US most likely will blockade Straight or try to take Kargo if the demands on each side cannot be met
If I had a direct line to @danroberts0101 (which I don't) I'd say this (after starting with thank you):
i. You're solving for optionality at all times.
ii. You have an open ATM. Even if you don't intend to draw on it, having a higher share price increases your optionality.
iii. Time to compute is a great narrative but it's doing nothing for the stock.
iv. Execution has been and will continue to be your greatest differentiation point. Use it.
v. Don't wait for May earnings - as you hit milestones throughout Q2 (and beyond), blitz the market with PRs. Why? You will differentiate on proven, consistent execution that competitors cannot match.
vi. Horizon 1 delivered? PR.
vii. Sweetwater 1 energized? PR.
viii. PG and/or Mackenzie (or even Canal) fully contracted? PR.
ix. First contract signed for air cooled AI Cloud capacity in Childress? PR.
x. Australian datacenter expansion? PR.
xi. Datacenter financing for Horizons and/or incremental GPU financing or corporate level debt secured? PR.
xii. Sweetwater deal? PR.
xiii. Undisclosed sites included in Batch Zero? PR.
xiv. Execution in a vacuum lets FUD breathe and reduces optionality. I get that you're hitting a scale where certain developments (e.g., the 10 MW site at PG) are no longer material to the business as a whole, but when the ATM is open, your optionality increases as momentum on execution is made clear. IR is a weapon, not a distraction.