Juan.Maximo

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Juan.Maximo

Juan.Maximo

@johnPilosopo

Christ is King👑 - Interested in investment and finance.

Katılım Temmuz 2016
1.7K Takip Edilen784 Takipçiler
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Juan.Maximo
Juan.Maximo@johnPilosopo·
No map to the top. No guidebook. No 10 steps. No secrets. Just not quitting.
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Coinvo
Coinvo@Coinvo·
🇺🇸 PRESIDENT TRUMP: "When did I promise $2,000 tariff checks to Americans? I don't remember doing that."
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IREN
IREN@IREN_Ltd·
IREN is acquiring Mirantis. Our advantage is infrastructure and execution. This builds on existing capabilities and strengthens how compute is deployed, managed and operated. Read more: iren.gcs-web.com/static-files/8…
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First Squawk
First Squawk@FirstSquawk·
URSULA VON DER LEYEN: LOOKING BACK, I BELIEVE IT WAS A STRATEGIC MISSTEP FOR GERMANY TO ABANDON NUCLEAR ENERGY — IF WE ARE SERIOUS ABOUT CLIMATE, BOTH GAS AND COAL ARE FAR MORE HARMFUL THAN NUCLEAR.
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Black Panther Capital
Black Panther Capital@BlackPantherCap·
$IREN sentiment is detached from execution, and big profiles are hammering it, while execution remains flawless. Nobody talks about the track record. Let me fix that: 2023: Pivoted to AI. Started with 248 NVIDIA H100s when nobody was paying attention. 
2024: 760MW to 2,310MW of grid power secured. Zero debt. $404M cash. Revenue up 144% YoY. Hit every target set. 
2025: 50 EH/s achieved. Microsoft contract signed. $9.7B deal. Record Q1 revenue of $240M (+355% YoY). Blackwell GPU orders placed. 
2026: Over $9.2B in secured funding. 4.5GW+ of grid-connected power. $3.4B ARR target by year-end. 345kV substation just energized at Sweetwater 1. Milestone after milestone.
 Short sellers require retail panic.
 Management has delivered EXACTLY as stated.
 Every. Single. Time.
 Noise is loud. Execution is louder. -BP Note: This is NOT financial advice.
Daniel Roberts@danroberts0101

345kV substation energized at Sweetwater 1. Power first, compute next. $IREN

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Possum Reviews
Possum Reviews@ReviewsPossum·
Okay, so, I'm not going to say the Tower of Babel was a real thing that existed, but this is ignoring the point of the mythological story. Nimrod believed in God, but considered himself to be his equal. He built the Tower of Babel so he could challenge God. By compelling people to participate in its construction, Nimrod was essentially making people turn away from God to trust in their own strength, and defy his command to spread around the world and multiply. God responded by confounding their languages and forcing them to scatter, and destroyed the tower to humble them. It wasn't that they were trying to reach the heavens. It's why they did it. A bunch of bronze age savages thought they could do the impossible. Thousands of years later, after the advent of Newtonian physics, and a World War which showed mankind why they needed to quit acting like apes fighting over a banana tree, Man was ready to reach the heavens. Not to prove he was better than God, but to better understand His creation. I'm not even a Bible-thumping Christian and I know this. Even if you don't take the story literally as an actual historical event, there's a lesson and warning against the folly of unchecked ambition and people concerting toward impossible goals doomed to disaster. Reaching the heavens is possible, but not before you're ready. Cautionary tales against trying to do things before you're ready are common in mythology. The story of Bellerophon trying to fly on Pegasus to Mount Olympus is one such story.
The Skeptic@TheSkepticWiz

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ironmanJ
ironmanJ@J_Davis132·
if you ever wonder the magic of $BTC 1064 - i present ; the work of W.D Gann
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YES PLS
YES PLS@BTCYESPLS·
I don’t think many people realise how amazing this actually is. How many grid connected 1+ GW sites using renewable energy do you think actually exist in the World?? I’ll say there are less than 5! Think about this. IREN are so far ahead of the curve it’s not funny. Now till Nov earnings I believe will be life changing for all IREN shareholders. Congrats @IREN_Ltd and @danroberts0101 love ya buddy!
IREN@IREN_Ltd

Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus. @danroberts0101, Co-Founder and Co-CEO of $IREN commented: “Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.” Learn more: iren.gcs-web.com/static-files/d…

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investing
investing@DollarCostAvg·
$IREN CALL FLOW INSANE: BIG BOYS KNOW SOMETHING. ✅
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Juan.Maximo
Juan.Maximo@johnPilosopo·
@DollarCostAvg Yes i have the same feeling. More big announcement coming this is only the appetizer
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Daniel Roberts
Daniel Roberts@danroberts0101·
345kV substation energized at Sweetwater 1. Power first, compute next. $IREN
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Dan 🤖🌥❤️ 🚀
$IREN reports Q3 earnings next week. Key highlights I'm expecting: - Q3 estimate: ~$75-90m AI Cloud revenue vs Q2: $17.3m AI Cloud revenue, a ~500% increase QoQ - Q2's AI Cloud revenue had an 86% margin so I expect about the same for Q3 just scaled up to the higher revenue - Confirmation on >$500m ARR AI Compute contracted at Prince George - Status of H1-H4, with H1 very close to be generating revenue. - This will be the first quarter where AI Cloud is visibly becoming the business and showing real profits. - The headline GAAP number will be positive because the cap calls will have shown a profit due to the stock price being flat/to down. Sentiment is low as $IREN bulls watch $NBIS make new ATHs. This is the right environment for a gap up after earnings. With some retail predicting a major sell of when no new deal is announced. They are missing the big picture. $IREN is building and delivering AI profits. No deal is needed for $IREN to shine. I expect no new deals near term. With Prince George fully converted and running AI, and with H1 coming online, $IREN will have 100mw of AI compute running in May with almost $1B ARR in operation. Once H2 comes online shortly after H1, $IREN will have almost caught up with $NBIS with their 160MWs. Meanwhile $NBIS has more then double the market cap of $IREN. These kind of imbalances will not last long.
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The Tech Investor
The Tech Investor@TheTechInvest·
🚨BREAKING: $IREN ANNOUNCES SUCCESSFUL ENERGIZATION OF SWEETWATER 1 🔥🔥🔥🔥🔥🔥
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Cointelegraph
Cointelegraph@Cointelegraph·
🇺🇸 NEW: Trump said the U.S. will raise tariffs on EU car and truck imports to 25% next week unless production shifts to U.S. plants.
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