Ben A 🟧⛏️

@mikealfred We have to accept Mike that some investors are short of compute themselves and they won’t act accordingly.

As I’ve been saying repeatedly for 2 years, the world is MASSIVELY SHORT COMPUTE. Act accordingly.

@ilzmcfly @marksotoges WEN MULTIPLE RE-RATING

So I spent some time the past few days listening to the recent $IREN chats and interviews in-depth. And I cant get over how I keep hearing the word “multiple” among many phrases like “multiple deep customer discussions underway” and “multiple hundreds of available MW’s building capacity a year”… etc It leads me to believe that Sweetwater 1 may be prepping for a large buildout buildout this year but not all for one client, I think this will be spread amongst multiple different clients. This could be juicy in $ terms because like we saw in smaller colocation deals from $CIFR, they tend to command a higher price-per-mw than the bigger deals. Smaller cloud and colocation deals almost always command a higher premium per unit than large-scale deals. I believe $IREN is negotiating multiple smaller deals with different customers in the 100MW’s each because those deals will be able to command a higher premium for cloud + colo than a large scale deal. Also when it comes to inference, Kent said that even their large scale sites are suited for Inference, which is something I wondered and definitely a moat for Iren. Because Sweetwater and Childress are suitable for Inference it again leaves to believe that multiple individual deals are underway. And as Kent said construction for those sites can begin in parallel and ramp fast because they are so close to each other. Speed is the moat Time to compute is the moat Power is the moat long lead items already procured is the moat Vertical Integration is the moat

@ACInvestorBlog @uraniuminsider @jamesdcurry 💯

@openbaldy @uraniuminsider @jamesdcurry Yes sir. $FNUC has all ingredients to be a big one

According to Kazatomprom, we need another Kazatomprom next decade, and a THIRD by 2040.

@BitcoinAIGuy Serenity is eating a pot noodle. British thing and average

IM ORDERING SUSHI FOR LUNCH SERENITY IS EATING RAMEN

@BitcoinAIGuy 💯

@openbaldy Typically, when the bears are boastful and the weak bulls capitulate, it’s time to start buying. Few

I bought the dip again today before the pump btw

@zerohedge @ACInvestorBlog $FNUC !

US Must Boost Domestic Uranium Enrichment To Counter Proliferation Risks zerohedge.com/markets/us-mus…

@BobEUnlimited Cheers Bob

@openbaldy Roughly 10% to each.

While everyone holds bonds (-1% YTD), far too few hold these true diversifiers which have delivered this year: Oil ($USO): +80% Diversified Commodities ($BCI): +23% Managed Futures: +7% Global Macro: +5% Gold: 5%

@BitcoinAIGuy Superb

I have decades worth of liquidity, you think I'm worried about a 7 month dip? I can accumulate forever. Give me opportunity or give me death.

@BitcoinAIGuy @IamBitcoinTrail WEN UNDERSTAND

@IamBitcoinTrail few understand this

I expect a sizeable bounce tomorrow. If you are going to cover a sizeable short position, you do it on a Friday after dumping stocks 8-10% and you buy 1DTE/0DTE options exposure that will return 500%-800%. Market makers buy the call side of any exercised OI. PR's are out.

@DannyBoy_83 Hi Danny. Sorry about the situation. Have you tried delay repay tfl.gov.uk/fares/refunds/…

Just woke up ,but please certain people keep ya opinions to yaself

@BitcoinAIGuy @mikealfred WEN 1973

@mikealfred The additional work:

After putting in some additional work, I now believe CIFR's new hyperscaler tenant is either Meta or Microsoft and that they are taking the entire 100MW gross at Stingray under a 15 year triple net lease. Final answer. Many more to come across the space.

@ACInvestorBlog @Stocktwits Well done Antonio I’ve just voted. I’m with you in $OPEN $FNUC and $CMMB (if you are still holding!). Hope you win!

Hey crew! 🚀 Just got nominated in the @Stocktwits Community Member of the Year category. This means a ton coming from this amazing community we've built together. If you've enjoyed the charts, calls, memes, or vibes here, I'd be grateful if you head over to Stocktwits and drop a vote my way. Voting is live now stocktwits.com/StocktwitsPoll… Let's make some noise and bring this one home! 💪❤️ Thank you very much !! #CashtagAwards2026 #Stocktwits #Vote

@Jake__Wujastyk @CeoOndas Thats what I thought as well and what google finance also thought

@CeoOndas Wait I thought earnings was on 25th?

Proud of the Ondas team for delivering strong Q4 and full year 2025 results and building real momentum. We’re raising our 2026 outlook by more than 2x, with ~$1.5B in cash to execute. Our Core + Strategic Growth Program is working, positioning Ondas for leadership in a massive, fast-growing market. A lot of hard work remains ahead.

@DannyBoy_83 New character unlocked.

Taking Nadia back for a smoke and who knows what else ha ha

@calvinfroedge @anasalhajji Dr. Anas is this true?

Guys they've basically abandoned all the jackup rigs in the gulf The crews were evacuated A jackup rig is basically a shallow water oil driller That production isn't coming back quickly even with naval escorts or insurance or trump press conferences You don't get it yet

@BitcoinAIGuy @mikealfred Exactly. WEN WATER

@mikealfred What kind of water?

@AdamBLiv 🫡

@openbaldy Considering BITCOIN IS INEVITABLE… I’m not worried! 🫡

Now up +83.5% on a +6% Bitcoin move. Almost 14x BTC performance. Bitcoin just needs to go back to all-time high for my bloodline to be retired.