Rob Green

@Eurosport_ES Neither were riding to get a KOM, they were riding to win the stage! There’s a big difference; the KOM is meaningless in this situation.

Pogacar vs. Seixas. Muro de Huy. ⏱️ La comparativa de sus victorias en la #FlecheWallone.

you had two of the top three retailers *on the planet*, two of the top three tech companies *on the planet*. you had boeing and sbux. nordstrom and weyerhauser. just absolute legendary bag fumbling.

@KIRO7Seattle Let me help: not a single person on the city counsel or the mayors, has ever run even a popsicle stand. They don't have the first clue where money comes from, and act as if a Co. or person accomplished anything, it means they stole it. Thus, they view taxes as noble reclamation.

Policy experts believe city taxes could have played role in Starbucks new HQ decision #Echobox=1776907351" target="_blank" rel="nofollow noopener">kiro7.com/news/local/pol…

🚨BREAKING: The IDF has found A 25-meter-deep underground Hezbollah command center inside a clothing store in Lebanon. Massive amount of weapons were found. Share this. The mainstream media won’t.

@GrindeOptions I was an Econ major in college, primarily because I really liked the way money told the truth. IREN is a perfect example. No matter what you think it’s worth, the current buyers don’t see a value over ~$48.

In my opinion, $IREN is a $145 stock trading at $48.

@farzyness @chamath Without an atmosphere, it's very difficult to remove/move heat, despite the fact that space it very cold. Then there are the logistical issues.

@chamath So given this, isn't Space easily the best place to be? And the one with the greatest access to Space will be the one with the most leverage? AKA SpaceX?

The game theory in AI has shifted. Having a leading foundational model is important but increasingly it is the zoning approved, powered land that is the gating bottleneck. Add turnkey access to silicon and it’s checkmate. If you have that, you have immense negotiating leverage right now. As data centers get voted down, this leverage will only increase. Elon just proved it with Cursor. Now imagine the deals that OpenAI and Anthropic will have to do in the next few years? The Amazon-Anthropic deal was an appetizer. If you are a sharp on the other side who owns the right assets… 🤤

@TheBigDegen @NhazeINhaze Sorry, I disagree. Yes, it’s still early, but CRWV and NBIS already have multiple deals. IREN has one, decent deal with MSFT. The longer it takes them to get another deal, the worse it is. NBIS/CRWV are not only taking deals, they’re building expertise.

You clearly can’t see the big (future) picture! IREN could sign up their whole 4.5GW today, but unlike their “less intelligent” peers, they believe in executional excellence and phased delivery! Among many constraints in this space, there are simply not enough resources going around to work on too many projects simultaneously.

$IREN vs. $NBIS. The comparison nobody wants to make. Been going back and forth with NBIS bulls in the other thread all week. Let me say it straight: NBIS is a good company. $46B in contracted deals, NVIDIA backing, sold out capacity, 547% revenue growth YoY. Real execution. No hate. But the “IREN is losing the race” crowd keeps dodging the actual numbers. So here they are: NBIS owns 75MW of operational capacity. One facility in Finland. The rest sits on leased Equinix racks. We had Grok confirm it right here in the other thread. IREN owns 4,500MW. 60x more. Sweetwater alone is 1,400MW, 18.67x everything NBIS owns today. One site. And NBIS knows leasing has a ceiling. That’s why they’re building owned sites in New Jersey and Alabama right now. They’re moving toward the IREN model. IREN locked this power years ago when land was cheap and nobody was fighting for grid access. That head start doesn’t get replicated on a 2 year timeline. Margins tell the rest of the story. IREN guides 85% project EBITDA. NBIS guides 40%. When you own the land, the power, the substation, the DC, and the GPUs, you keep more of every dollar earned. Leasing eats into that. Always has. Now look at how the market prices them today. NBIS sits at $39.5B market cap on roughly $530M trailing revenue. P/S around 75x. Trading near its all time high. IREN sits at $16B market cap. Guiding $943M revenue this fiscal year and $3B next year. 55% below ATH. NBIS needs flawless execution on $16-20B in capex from all time highs just to justify the current price. IREN needs one catalyst from 55% below highs. Sweetwater energization (this month), a new deal, or a strong earnings print on May 13. Any one of those could re-rate it. The upside math is where it gets uncomfortable for the NBIS crowd. NBIS from here, maybe 2-3x if absolutely everything goes right. IREN from here, 4-6x on execution alone. 10x if the full 4.5 GW pipeline gets monetized at MSFT rates. Both are real companies building real infrastructure for AI. But one is priced for perfection at the top. The other is priced like a broken BTC miner while sitting on the largest owned power portfolio in the entire neocloud space. I own IREN. I respect what NBIS has built. But the risk reward here isn’t close. $IREN

@BuonaBuonaPizza While MX/SX is a motorsport, we all know that at least 80% of it is the rider, not the bike. Kenny has a setting he loves, he's super fit, super talented, and in SX especially, energy 450 has more than enough power.

ケン・ロクスンがハンターとほぼ同点。 これでロクスンがSXチャンピオンとったら他メーカーが長年技術と金を投じて開発したエンジンやシャーシは存在意義を問われそう。

@leevalueroach Brake pads, too, by chance? Callahan Auto Parts?

People ask me why I do not own Nvidia. I tell them I own something better. I own a 102-year-old company in Akron, Ohio that manufactures the rubber gaskets used in the secondary cooling loops of regional water treatment facilities. They have paid a dividend every quarter since the Hoover administration. The CEO is 78 years old and has never been on a podcast. He has never said the word “synergy.” He answers the phone himself. The stock is down 31% this year for no reason. I am buying it with both hands and I will be buried with the share certificates.

A mother sperm whale came up from half a mile down with a giant squid still in her mouth. A diver named Ludo caught the whole thing on camera. Nobody had ever filmed this before in human history. That was last September. A Smithsonian scientist named Michael Vecchione confirmed the species. It was an adult giant squid, an animal so hard to find alive that for a century we mainly knew it from beaks pulled out of dead whales and the occasional body that washed up on a beach. We have known these two fight for centuries. Sperm whales kept surfacing with large circular marks on their heads that matched the suckers on giant squid arms. Their stomachs were full of squid beaks, the one part of a squid that cannot be digested. The evidence was everywhere. The event itself had never once been seen. This hunt happened in complete darkness. The whale was far deeper than any sunlight reaches. She found the squid the way sperm whales always do, by making sounds that bounce off things around her. Her clicks hit 236 decibels. A jet engine runs at about 150. She is the loudest living animal on earth, and those sounds are how she sees in the dark. Her brain weighs seven kilograms. Five times heavier than yours. For a sperm whale, this was a routine meal. One whale eats four to eight hundred squid every day. The whole species eats about 110 million tons of squid every year, more than every fishing fleet on earth pulls out of the ocean combined. In the full uncropped video, you can see her baby swimming right next to her. Sperm whale calves do not go deep on their own. They only dive when their mothers bring them. She was teaching the baby how to hunt. That detail is the one that stayed with me.

@CaptAnandNair @NhazeINhaze And a lack of the only real thing that matters - customers.

@NhazeINhaze Dilution is the issue with IREN

People comparing $NBIS to $IREN don’t understand the difference between renting a room and owning the building. NBIS owned capacity: 75MW (Finland) IREN owned capacity: 4,500MW (Texas, Oklahoma, Canada) That’s 60x. Not 2x. Not 5x. Sixty times. IREN is energizing 1,400MW this month. That single site is 18.67x NBIS’s entire owned footprint. MSFT contract generates $1.94B/yr on just 200MW at 85% EBITDA margins. Only 10% of total capacity is contracted. The other 90% is upside. $15.8B market cap. $37B potential EBITDA at full utilization. GPU rental prices surging 40%. Sweetwater live. Earnings May 13. Bears are running out of talking points. Bulls are running out of time to accumulate. $IREN

@TMSTRS_ @Polymarket You're missing the key issue: it's not just being able to pay, it's also being WILLING to pay.

@Polymarket It absolutely is. If you can afford multiple properties worth $5,000,000 or more than you only visit a few weeks out the year, you can afford more in taxes. Best mayor in the nation.

JUST IN: NYC Mayor Mamdani says new tax on luxury second homes is “an incredible step” towards taxing the rich.

@DollarCostAvg So where are their deals? “Coming soon” is not bankable.

$IREN is sitting right in the blast zone of one of the most powerful trends in tech right now. ONLY AI CLOUD COMPANY WITH BIGGEST AI DATACENTER Ready TO MAKE MONEY IN 2026. Chamath just laid it out on the latest All-In Pod 👇 clip : we are deep in an AI compute shortage. This isn’t theoretical anymore —> hyperscalers are scrambling for capacity, and it’s only getting worse. Datacenter approvals are tightening, power is harder to secure, and every single megawatt is becoming mission-critical for revenue growth. Right now, AI compute isn’t just valuable —> it’s scarce. That’s what makes $IREN so compelling. They’re not trying to build capacity someday — they have ~1.4–2.0 GW ready to come online. In this environment, that’s not just supply… that’s prime, strategic inventory that hyperscalers need to keep scaling AI. This flips the narrative completely: $IREN isn’t just another infra play — >it’s becoming a high-demand compute supplier in a constrained market.

Who’s ever driven over 100mph (160kmh)? Why?

@KKeefer120 Wrong! KR wins the title, you do a huge revamp.

If I was Suzuki, I’d leave the bike alone! 😂 Zero R&D dollars into moto division for quite sometime and they win a SX title? Wow! The higher ups in Japan might say “Kaeru hitsuyō wanai” 😂

@SylentTrade Um, yeah, ok. So far they have “power” and one meaningful customer. By no measure would I say they’re on the way to $400.

When $IREN is $400 I will officially join the 9 figure club. Every price fluctuation in between is a distraction. I’m going for 100mil. If we get there in 3 years then I’ll have done so on my 30th bday. Not a matter of if, but when.

Cash for Clunkers destroyed 690,000 functional vehicles in 2009, creating an artificial scarcity that rippled through used car markets for over a decade. The Obama administration sold this $3 billion program as environmental salvation and economic stimulus, but any free market economist could predict the real outcome: massive wealth destruction disguised as progress. The program forced dealers to pour sodium silicate into engines, permanently destroying cars that poor families could have afforded. Politicians eliminated the bottom tier of the used car market overnight. Suddenly, a reliable $3,000 Honda Civic became a $7,000 Honda Civic (if you could find one). The supposed beneficiaries — working-class Americans who needed affordable transportation — got priced out entirely. Government intervention always creates unseen victims, and Cash for Clunkers delivered them by the millions. Single mothers, college students, and minimum-wage workers watched their mobility options vanish as used car prices soared 30% between 2009 and 2014. The environmental gains proved negligible too: most clunkers averaged 15-17 MPG while replacements hit 24-25 MPG. Destroying half a million cars to improve average fuel economy by 8 MPG represents the kind of central planning that would give Soviet bureaucrats a hard-on. The wealth destruction extended beyond sticker prices. Higher transportation costs forced people into longer payment terms, creating a debt cycle that persists today. Cash for Clunkers normalized 84-month auto loans, turning cars from depreciating assets into multi-year financial anchors. Bureaucrats congratulated themselves for moving inventory off dealer lots while condemning an entire generation to transportation poverty.

@tomdanielson Never leave the door open! Rule #1

Not sure how many of you watched the Sea Otter Gravel race but man, it was some wicked racing that ended with a Supercross-move in the finish. I did a race break down as there was some interesting things I saw out there.

@elonmusk People rarely value what they haven’t earned. In fact, almost never do they.

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.