Todd

1.3K posts

Todd

Todd

@dizdvc

$IREN, $CIFR, $WULF, $IBIT, $ETHA, $BTFX, $ETHFX

Katılım Şubat 2014
599 Takip Edilen219 Takipçiler
Todd
Todd@dizdvc·
@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?
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DVB
DVB@DeepValueBagger·
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.
DVB tweet media
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Todd
Todd@dizdvc·
@RaberTrades It’s so over the top. Even for him.
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RStacker
RStacker@RaberTrades·
@dizdvc The praise be to Allah is just crazy
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RStacker
RStacker@RaberTrades·
A heartwarming Easter welcome from our glorious commander in chief……truly touching 🐰 🤦
RStacker tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
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.
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Caesar Capital
Caesar Capital@CaesarCapitalz·
@FransBakker9812 There are already a lot of $IREN bag holders. I just don’t want to become one of them.
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Caesar Capital
Caesar Capital@CaesarCapitalz·
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?
Caesar Capital tweet media
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Todd
Todd@dizdvc·
@CaesarCapitalz The more FUD you see the more the shorties are scared. Could violently rebound once the next deal is announced.
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IREN
IREN@IREN_Ltd·
$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
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Melonomics
Melonomics@moneymovesmel·
@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!
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
🚨 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👇
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Melonomics
Melonomics@moneymovesmel·
@dizdvc Please let me know where I can purchase one of these? And will it get along with my dog? Lol
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Melonomics
Melonomics@moneymovesmel·
Does anyone have any good remedies to keep snakes away? This is the second one in my yard this year 😭
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
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?
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Todd
Todd@dizdvc·
@Mr_Derivatives Let’s hope that’s the case. I think we can all agree twitter is more fun when we are bull posting and not doom posting.
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Heisenberg
Heisenberg@Mr_Derivatives·
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.
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RStacker
RStacker@RaberTrades·
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! 💤
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unusual_whales
unusual_whales@unusual_whales·
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
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
@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.
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TJTheWheelDeal
TJTheWheelDeal@TJTheWheelDeal·
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
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Frans Bakker
Frans Bakker@FransBakker9812·
Sweetwater 1 is due to energize next month 🥳 This was obviously recorded in March, so April energization is still ON.
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Nate Endicott
Nate Endicott@EndicottInvests·
Dead cat bounce? Or did we bottom?
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XCap
XCap@XCapitalMgmt·
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.
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RStacker
RStacker@RaberTrades·
Hey everyone, Could we all take a quick pause on posting screenshots of today's gains? Appreciate it! RStacker ⚔️
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RStacker
RStacker@RaberTrades·
I love being able to add $CIFR at $12. I waited very patiently for these prices 🙏
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