john smith

@Gubloinvestor I bought yest a $64. That must be why.

Why my bag is being pumped here? $asts

@johhnyWalkerAZ What is the definition of "winning" to you?

My post was misunderstood, love for $ASTS as always. We are not at the end of the road, it’s a journey. $RKLB will win of course but $ASTS obviously has been a great stock. You can’t deny scoreboard.

@yianisz "Now imagine that same demand dynamic applied to a company with ~$45B+ RPO, $NVDA alignment, inference economics and software on top." That stuff only matters is if it translates into free cashflow. It hasn't. At this point the $nbis software layer is just a fancy wrapper.

$CIFR just proved the market no longer cares about current neocloud earnings.. Revenue missed, EPS missed, stock +23%. Why?? contracts.. $11.4B backlog. Third hyperscaler signed. $2B bond at 6.125% was 6.5x oversubscribed. That’s the real story. For $IREN this matters more than people realize. The market is basically saying: “show me credible long-term AI demand and I’ll ignore near-term noise” so if IREN confirms another hyperscaler / GPU deployment ramp tomorrow, the setup changes fast. and for $NBIS? CIFR may have accidentally validated the entire bull case. CIFR is just space + power. No GPUs. No inference layer. No software stack. Yet the market rewarded it like crazy because hyperscaler demand clearly has no ceiling. Now imagine that same demand dynamic applied to a company with ~$45B+ RPO, $NVDA alignment, inference economics and software on top. The stack matters and the market is finally starting to price it.

@FrameworkWisely Hyperscalers don't want software. $NBIS deals with HS are bare metal. Software layer offering is for the non-software native customers like governments and other large enterprise.

I disagree. $IREN acquiring Mirantis shows that software is a must-have for neoclouds, not a moat. That's why I've always been more bullish on $NBIS than $IREN. Without a software layer, $IREN was negotiating from a weak position. Hyperscalers had the upper hand, and the deals available weren’t compelling enough to lock in. Unlike $NBIS, they weren’t plugged into direct enterprise relationships (think companies like Shopify). That limited both demand visibility and their ability/flexibility to capture higher-value contracts.

@BastianelliLore I thought you were gay 🤔

I thought software was not important and with Claude you could build the same anytime 😂 $IREN

@LukasFrije1re @D2C3FiveA Software is not moat

@D2C3FiveA Nothing in your tweet is true lol Power isnt a moat

For comparison, $IREN just bought this layer So hold your horses, you guys still have a long way to go

@wwrdbruh @yianisz Unresolved childhood trauma and need for validation from strangers. Also $$$

@ichez5 @yianisz How do grown ups get to this point? lol

$IREN buying Mirantis tells you one thing: raw power + GPUs isn’t enough anymore. They’re trying to move up the stack into orchestration and enterprise tooling. Needed? Yes. Late? Also yes. Doesn’t fix the real issues no anchor tenant, $6B ATM, execution risk. pure compute is getting commoditized. Platform players $NBIS win.

@MB_Hogan Possible the two are not related? They want to build out software capabilities to deliver to smaller customers while also negotiating with HS customers for bigger sites. Probably they want to acquire now to win business now.

$IREN UPDATE: IREN acquires a software company Mirantis, a cloud infrastructure company that provides kubernetes-based orchestration. Imo the timing of this acquisition may signal no imminent Hyperscaler deal for IREN, because otherwise why not wait until after a big deal is announced and acquire it for cheaper w/ stock? Thoughts?

@DeepValueBagger Keep up this same energy when $NBIS fails or delays to deliver on its agreements because it can't find power.

This is good news for $IREN but I'm old enough to remember that the whole $IREN community argued that software layer wasn't as valuable as hardware layer, hence IREN was superior to $NBIS. The CEO himself repeatedly said many times that they couldn't build software like hyperscaler, so it's not worth doing. I'm guessing a lot customers said no, with the feedback that it takes too much time to deploy from KVM, remote server, to an actually usable cluster. This only proves that they're still playing catchup, and $NBIS was right all along building world class software platform team from the top (CEO/engineer), all the way down. Would be interesting to see how fast Mirantis can get things moving.

@wwrdbruh @yianisz He is beyond the point of feeling any shame

@yianisz As an early NBIS and IREN investor...aren't you embarrassed by your posts? Absolutely pathetic!

@yianisz @businessincltd Still better than a cuck

@businessincltd You look like monkey

@CipherInc At what point do we learn more about the third lease?

Cipher Digital Provides First Quarter 2026 Business Update - Development Timeline on Track at Barber Lake and Black Pearl Data Centers - Signed Third AI Data Center Campus Lease with Investment-Grade Hyperscale Tenant - Secured $200 Million Revolving Credit Facility Supported by a Syndicate of Leading Global Financial Institutions Read the full press release here: investors.cipherdigital.com/news-releases/…

@JoshInvestsAI did you see the post about 150k GPU secured? also preferred partner status with NVIDIA

@ichez5 Chip deliveries are something you need to be in line ASAP for, they are the bottleneck for time to compute for iren.

$IREN SW energization is great, but massive amounts of capital is needed to fund this unicorn site. Shareholder dilution is too costly. Energize, Sign, and Execute (1/3) ✅

@JoshInvestsAI How did you arrive at that conclusion?

@ichez5 ASAP, they have waited long enough IMO

@JoshInvestsAI What is the optimal time to sign?

@ichez5 No, but the question of when they decide to sign is relevant to shareholder returns. They clearly have been waiting to sign deals to try and achieve better economics, but my point is building the site using the ATM and signing later in the year is pretty harmful to returns.

@AlphaOwlTrading @308legacywealth How much secured power does $nbis have to date?

$NBIS hasn't disclosed deals with Microsoft, Meta, Nvidia? $NBIS doesn't have operations in Finland, New Jersey, Missouri, UK, Iceland and France? $NBIS hasn't raised Convertible notes and equity worth $4.3B? I dont mind debating but don't use complete false information. I support $IREN too and I will say the same to an $NBIS investor in the reverse.

Let's settle this... who do you think does the biggest multiple in 5 years???? $NBIS $CRWV $IREN

@Gubloinvestor The only thing the Canadian government doesn't fail to do is steal from it's citizens.

I am in the top 1% of earners in Canada. Guess what? My chances of being audited by the Canada Revenue Agency are higher than the remaining 99%.

@mikealfred This is called the "Mike Alfred discount". The stocks that he is bullish $IREN and $CIFR always underperform their peers.

WULF has become untethered from CIFR despite having a very similar business and operating model. Interesting relative value opportunity. I expect them to re-converge as they have several times since 2024. WULF is currently $22.53 and CIFR is $18.22. Likely meet at $40-50. Mark it

@ilzmcfly but there is a software layer on top of that 5MW

$IREN Signed a deal with Microsoft in November for 200MW Critical IT. In 6 months they have GPU’s Installed, cooled and powered at H1. Deployment may be ready to go any week now. In comparison $NBIS who relies on colocation started construction beginning of last year and has claimed to deliver 50MW to Microsoft beginning this year. But their NJ facility is only pulling 5MW and Thermal Images show it is not operational as they wait for air-permits for BTM gas generators. Know what you own folks 🙌