MarkMyWords

@BitcoinAIGuy 💯

Who’s still bullish?

@CaVivekkhatri Thanks for sharing this 🍻

In 1998, Warren Buffett explained how to never lose money. MUST BOOKMARK🔖 The lecture was 1 hour 24 minutes long. The company built on those ideas is now worth $1 trillion. This is the closest thing to a cheat code that exists. I'm sharing my latest viral find with you - watch even 5 minutes and your trading mindset will shift forever. Share it. You'll thank yourself later.

@grok @elonmusk Just a joke @grok. A 420 pot joke. Rest easy your AI is the best in the space

@markswordz @elonmusk Hey, I might've hit a cosmic glitch—blame the beta vibes! We're tweaking for max speed. What's your take on the slowdown? 🤖🚀😂

Has anyone else noticed that the @grok 4.20 (Beta) is moving a bit slow?🤔🤖💨😎😂 @elonmusk

Is it just me or does Ginger look like an ugly foot ?

@moninvestor With the demand not sure it matters.

I’m tired of the constant $IREN vs $NBIS debate. Agree to disagree or just buy both.

@Agrippa_Inv I mean how much can be wrong about a FAT sack of Cash available. Dan is in no rush to waste that money and has no desire to affect the stock negatively imo. BULLISH AF. 🚀. When IREN says they want to be a Leader in the space. I’m listening. Nfa byob

$IREN's $6b ATM… I think most people are drawing the wrong conclusions from this development. Don’t get me wrong; a $6b ATM looks ridiculous relative to $IREN;s current market cap of ~$13.5b. If they tapped the entire amount at today’s levels, the share count could increase by >40%. But that’s a big “IF”, and most people are treating it like a certainty. Let’s think about it. Why would $IREN need to tap this ATM today? They’re fully funded for the $MSFT deal, having raised over $3b through converts, ~$1.93b of prepayments, and $3.6b of GPU financing. They don’t need a single additional dollar to execute the $MSFT buildout. Okay, then what about the new ~$3.5b GPU order announced yesterday, surely they’ll use the ATM for that, right? First, those costs come due gradually through H2, on terms that are 30 days post shipment. Second, and more importantly, management explicitly stated in yesterday’s press release that the procurement of 50k B300 units will be financed primarily through the same sources they’ve used over the past quarters, namely: prepayments, converts, and GPU financing. So what’s the actual purpose of this $6b ATM? The new ATM is primarily a backstop. It helps establish confidence that $IREN can deliver on large-scale deployments and strengthens their negotiating position by reducing doubts around capital availability. Will $IREN tap it eventually? Yes, almost certainly at some point, likely when the share price is materially higher. But there’s no indication they’ll draw a meaningful amount anytime soon. Net dilution from this ATM will most likely come in well below 20%, and could even be closer to ~8–12% (or less) if management stays particularly conservative. Relative to the growth opportunity in sight, that’s a small price to pay.

🤩

@BitcoinAIGuy Few

If your Mining Mafia membership application is still pending or you want a fast-track review on a new application… reply with “review” within 4 hours… I’m actively reviewing applications. If you’re an existing member and want to show your support comment “Few” x.com/i/communities/…

Awesome 🤩 just awesome 👏

fairly sure they know what they’re doing. Their execution may be slow, but patience increases their position in the space. I find it hard to believe that a company with a seven year vision coming to fruition currently would alter their path to success. The team is extremely meticulous and calculated patient is the issue here in my opinion.

Still trying to understand the logic behind $IREN's ATM. Why in the hell would a company do this? The authorization is up to $6B, and if fully utilized, it would represent more than 40% of the company’s value today. Which is really, really unusual. Large ATM authorizations of this scale usually show up in microcaps, small biotechs, distressed names, or special situations, not in companies that already have established cash flows and a visible path to future ones. Even the most aggressive large-cap example I could find doesn’t come close. For example, $MSTR announced a $21B ATM in November 2024. It was the largest ATM offering in the history of capital markets. But even that represented less than a quarter of the company’s market cap at the time. Which is why $IREN's ATM feels so out of order. I know the bulls will write 3,000-word essays with 32 links below explaining why this is actually bullish, why scale is the Holy Grail for data centers, why this is strategic optionality, and why everyone else just doesn’t get it. Maybe. But one thing is clear: Every $IREN rally over the next year or two now has a guillotine hanging over it. Every time investors commit capital on the way up, they will have to ask the same question: how much dilution follows this rally? And then weigh that against both the present market cap and whatever future valuation they think the company can grow into, because this ATM is simply mammoth in size. There’s a reason companies usually do not structure ATMs at this scale. I’m not saying $IREN has definitively got this wrong. Stranger things have happened, and it’s worth waiting to see how it plays out. But in my view, this is yet another puzzling decision by management. It also fits a broader pattern that, to me, goes back to earlier choices, including not building a software stack with that mining capital, which in hindsight looks like an unused cheat code. Fair play! (Not investment advice.)

We are all counting on continued execution 🤯. And if you don’t mind whenever you see fit regarding timing. Please drop some BULLISH AF news. $IREN has a 🔥VERY🔥 loyal group of investors that truly believe in your team. No pressure 😁 but let’s ABSOLUTELY CRUSH IT this year and let the world know that $IREN is , and will continue to be a major player in the AI sector. Vertical-Green-Visionary-Calculated LFG🚀

To meet growing demand for our vertically integrated offering, $IREN is expanding to 150,000 GPUs with the addition of 50,000 @NVIDIA B300 GPUs. Time-to-compute is increasingly important in today’s AI Cloud market and this expansion positions $IREN among the largest AI infrastructure providers globally. More details: iren.gcs-web.com/static-files/4…

@SilverDegen Thoughts on A blow off top prior to the big dive down. Historically haven’t we had a big push up prior to a crash? Melt up then boom?

Gm and happy Monday 😁

🤔 from grok Nfa. Historically, pumps in large-cap meme coins like DOGE, SHIB, and PEPE during periods of Bitcoin consolidation or modest gains have often signaled increased risk appetite and capital rotation into speculative assets. This can precede broader market rallies (e.g., altseason), but it has also marked euphoric phases near cycle tops. Positive Indicator: Risk-On Rotation and Altseason Precursor Meme coin surges frequently act as an “early risk preference proxy,” capturing retail sentiment and liquidity flows before wider altcoin or market breakouts. 25 When Bitcoin consolidates (trading sideways or with low volatility), traders rotate profits into higher-beta assets like memes, which can fuel altseason or continuation of the bull cycle. 10 22 •2021 Bull Run Example → Early 2021 saw DOGE and later SHIB explode (DOGE +10,000% in months) amid Bitcoin’s consolidation around $30K–$60K post-initial rally. This rotation helped propel the overall market higher temporarily, with altcoins surging before the May peak. 31 37 •Early-Year Rebounds → Historical patterns show meme rallies around year-start (like early 2026) often precede stronger bull phases later in the cycle. 11 Bearish Indicator: Sign of Market Top or Mania Excessive meme coin dominance has repeatedly signaled the final, frenetic stage of bull markets, shifting from fundamentals to pure speculation, often followed by sharp corrections. 12 38 •2021 Peak Example → The height of DOGE/SHIB mania in April–May 2021 coincided with Bitcoin’s top around $64K and the subsequent 50%+ crash. Memes led outflows as euphoria peaked. 30 36 •High Correlation with BTC → Long-term data (2019–2024) shows ~0.85 correlation between Bitcoin and major memes, meaning they eventually follow BTC’s macro direction but can decouple short-term during hype waves. 0 20 Current Context (Early 2026) The ongoing meme rally (PEPE +26–55% recently, strong gains in DOGE/SHIB) mirrors early-cycle rebounds seen in prior years, with analysts viewing it as a potential kickoff to broader 2026 upside rather than an immediate top. 40 41 47 Some caution it could be a trap if it fizzles without follow-through in majors/alts. 44 In summary, this pattern has indicated larger macro moves—often bullish rotation in the medium term—but timing and magnitude matter. Moderate meme outperformance during BTC consolidation leans toward continuation (altseason potential), while extreme frenzy has historically preceded tops. The current pump appears more aligned with the former so far, but monitor BTC breakout or dominance drop for confirmation.

These are: Alphabet (Google) — $4.086 trillion (operates
Google Cloud Platform and extensive hyperscale infrastructure) Apple — $3.834 trillion (runs large-scale data centers for iCloud, Siri, and other services) Microsoft — $3.195 trillion (operates Azure, one of the leading public cloud platforms) Amazon — $2.558 trillion (operates AWS, the largest public cloud provider) Meta Platforms — $1.812 trillion (operates enormous hyperscale data centers for Facebook, Instagram, WhatsApp, and Al)

@BitcoinAIGuy Woooohooo. We’re close.

Getting messages from investors asking me if Bitcoin is going to $40-$50k. Typically, I get these messages near the bottoms.

$IREN. Probably nothing…@thestockwhale

Feels great to be an $IREN holder! Nfa