Pauly AFC
22K posts

Pauly AFC
@PIreland33
Huge #arsenal fan , supported the club for 30+ years and have watched them everywhere home and away ... #COYG
Katılım Mayıs 2013
4.9K Takip Edilen4.9K Takipçiler
Sabitlenmiş Tweet


I was right btw $DELL x $IREN x.com/LandoInvests/s…
Lando@LandoInvests
$IREN deal next week, just a hunch
English

@MartinSLewis this is the second time i have received this mail regarding my Car finance claim , both times stating the same thing , is there a possible reply i can make regards the time they are taking ? My original mail went out in feb time.. i feel they are stalling

English
Pauly AFC retweetledi
Pauly AFC retweetledi
Pauly AFC retweetledi

🚨 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: There is now serious confident expectation that a decision on Manchester City’s 115 case will be delivered in the coming weeks!
— @HandofArsenal


English

@RosannaInvests Whats your share price prediction end of year ? 5 years?
English

$IREN is one of the cleanest AI infrastructure setups on the market.
And retail still has it filed under "Bitcoin miner."
The market is making a generational mispricing. Here's the institutional read:
THE CONTRACTED REVENUE BASE:
→ $3.1B ARR under contract TODAY
→ Targeting $3.7B ARR by end of CY 2026
→ $9.7B Microsoft AI Cloud contract (Nov 2025, NVIDIA GB300 GPUs, 20% prepayment, 5-year term)
→ $1.94B annualized run-rate from Microsoft alone at full ramp
→ $3.4B NVIDIA 5-year contract (May 2026, air-cooled Blackwell at Childress)
→ $700M ARR from NVIDIA contract alone (60MW of capacity)
THE $NVDA PARTNERSHIP (the part most underprice):
→ 5GW strategic partnership for DSX-aligned AI factory infrastructure
→ $2.1B equity warrants — NVIDIA has 5-year right to purchase 30M shares at $70 strike
→ Air-cooled Blackwell deployment at Childress
→ IREN is a reference architecture customer for NVIDIA's DSX designs
→ Mirantis acquisition adds 650 engineers for AI cloud delivery
THE ENERGY MOAT NOBODY IS PRICING:
→ 5GW global power portfolio secured (NA + Europe + APAC)
→ Vertically integrated: owns the power AND the data centers
→ British Columbia: 160MW running on 98% direct hydro (near-zero marginal cost)
→ Childress, TX: 750MW grid-secured, 345kV direct grid connection
→ Sweetwater Hub: 2GW total (Sweetwater 1 at 1,400MW energized April 2026)
→ Nostrum acquisition adds 490MW Spanish power + GW+ development pipeline
→ Australia pipeline advancing toward connection agreement
→ Horizon 1-4 liquid-cooled: 200MW critical IT load + 300MW flagship Microsoft deployment
THE BALANCE SHEET (the de-risker):
→ $2.6B convertible senior notes offering (May 2026)
→ Multiple billions secured in funding in past 8 months
→ No going concern, no distress
→ Post-shipment payment structure on NVIDIA GPU orders
→ ATM equity program established as capital management framework
→ $5.8B Dell Technologies GPU purchase agreement tied to Microsoft deployment
THE TRANSITION IS REAL:
→ Q3 FY26 AI Cloud revenue: $33.6M (from $17.3M prior quarter = +94% QoQ)
→ Bitcoin mining hardware being DECOMMISSIONED for GPUs
→ $140.4M impairment last quarter = strategic capital re-allocation
→ 150,000 GPUs deploying through 2026
→ Scaling to 1.21GW capacity in 2027
→ Mirantis acquisition brings enterprise AI cloud operations expertise
→ 2028+ expansion across 5GW underway
THE 2026 EXECUTION PLAN (per Co-CEO Daniel Roberts):
→ 480MW AI cloud capacity delivered
→ 150K GPUs deployed
→ $3.7B ARR by year-end
→ Horizon 1 handoff scheduled Q3 2026
→ Sweetwater 1 substation energized on schedule
→ Construction flywheel running into 2027
THE 2027 EXPANSION:
→ 1.21GW capacity online
→ 730MW under construction across British Columbia and Texas
→ Childress Horizons 5-6
→ Childress air-cooled capacity expansion
→ Sweetwater 1 initial 200MW IT load
→ Repeatable, scalable model accelerating
THE MISPRICING:
The market is pricing IREN as a Bitcoin miner with optionality.
The reality is an AI cloud infrastructure company with:
✓ Two of the world's largest AI customers ($9.7B Microsoft + $3.4B NVIDIA)
✓ One of the largest secured renewable power portfolios globally (5GW)
✓ $NVDA literally holding $2.1B in equity warrants at $70 strike
✓ Vertically integrated power-to-compute stack
✓ Reference architecture customer status with NVIDIA DSX
✓ Multi-billion dollar contracted revenue runway
When NVIDIA's strike price sits above current trading level, the message couldn't be clearer about where this re-rates.
The energy moat is real.✅
The contracts are real.✅
The execution is on schedule.✅
The repricing hasn't happened yet.✅
That's the asymmetric setup.✅
Read the contracts. Read the substations. Read the tape.👀

English
Pauly AFC retweetledi

Pauly AFC retweetledi
Pauly AFC retweetledi

SUPER EXCLUSIVE 🚨 Official Andrea Berta’s Statement To The Arsenal Family.
Official Statement from Andrea Berta Technical Director, Arsenal Football Club.
Dear Mikel,
To our players, staff, and every single Arsenal supporter around the world,
It is with immense pride and emotion that I write to you today following our triumphant victory. This trophy is not just silverware it is the culmination of years of dedication, belief, and relentless hard work from everyone connected to this great club.
Mikel, your vision, leadership, and unwavering commitment have been the driving force behind this success. You have built a team that embodies the Arsenal spirit: technical excellence, tactical intelligence, and an unbreakable fighting mentality. This achievement is a testament to your philosophy and the culture you have instilled throughout the squad. On behalf of the Board and everyone at the club, thank you for your extraordinary contribution.
To our players: you have shown heart, quality, and character throughout this campaign. Every training session, every match, and every moment of sacrifice has been worth it. You have made us all proud to wear the Arsenal badge.
And to our fans the lifeblood of this club: your passion, loyalty, and support have been the extra player on the pitch. From the Emirates to away ends across the country and across the globe, you have never wavered. This trophy belongs to you as much as it does to anyone. You have waited and believed, and now we celebrate together.
This is a landmark moment in our journey, but it is not the end. We remain fully committed to building a sustainable, winning Arsenal that competes at the very highest level for years to come. The standards have been raised, and the hunger remains.
Congratulations once again to everyone involved. Let us enjoy this moment and then let us go and chase the next one.
With gratitude and pride,
Andrea Berta
Technical Director
Arsenal Football Club.


English

Wow 🎉🎉🥳🥳🥳 whens the parade?
Football on TNT Sports@footballontnt
Man United are currently top the 2026 Premier League table 📈
English
Pauly AFC retweetledi

@arsenalbabe_ @PIreland33 Is he that good?
Or is YouTube selective?
Nobody watches Serie A, if they do they don’t enjoy it! Be honest.
English
Pauly AFC retweetledi














