Thestryder

1K posts

Thestryder

Thestryder

@thestryder_

+1M AUM - Long $IREN and $INFQ

United States Katılım Şubat 2025
779 Takip Edilen717 Takipçiler
Thestryder
Thestryder@thestryder_·
CEO of Semi Analysis commenting on the useful life (7-8 years) and margins of GPUs $IREN
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Thestryder@thestryder_·
@Edge_Bolt Credit rating mainly, I’d rather have a tenant that’s more established with a higher likelihood of actually paying. OpenAI is about to undergo a lot of litigation surrounding the legitimacy of their business structure.
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Thestryder
Thestryder@thestryder_·
If you’re not constantly steel-manning your investment thesis, you’ll eventually be late to selling something you thought would be a winner.
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Thestryder
Thestryder@thestryder_·
Just saw an $NBIS ad on a billboard while driving in SF yet $IREN gets flack for having the same thing lol
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Thestryder@thestryder_·
@skumWgmi Show me a 401k with a .8% exp ratio fund lmao
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skum🧊
skum🧊@skumWgmi·
BOOMER DAD: Max out your 401k. ME: I don't have an employer match. BOOMER DAD: Doesn't matter. Tax advantages. ME: My HYSA is paying 4.6% liquid. BOOMER DAD: 401k is always the answer. ME: 401k has a 0.8% expense ratio. BOOMER DAD: That's basically nothing. ME: On $200k over 30 years that's $87,000. BOOMER DAD: You're overthinking it. He called fees "basically nothing" his entire career. The fund manager called them "revenue." Same number. Different seat at the table.
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Will Meade
Will Meade@thechartdr·
The biggest single stock call option trade today was in $IREN below 👇
Will Meade tweet media
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Thestryder
Thestryder@thestryder_·
@Agrippa_Inv Some positive price action between now and a deal would be great for momentum
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
$IREN Tourists These days it's getting painfully obvious who the 10% of investors are that succeed over the long term, versus the 90% that get chopped up by the market. I cringed every time I saw larger accounts on X proudly declare having sold $IREN sub $40. Meanwhile, the exact same people were bull posting nonstop at all time highs. We call them tourists. They were never true investors, they were speculators, meaning they never truly understood what they owned. And selling $IREN at these levels is about as clear a demonstration of that as it gets. Something tells me those decisions won't age well...
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Thestryder
Thestryder@thestryder_·
Volatility = Market emotions Separate your emotions from your investments and you will make better choices when the market doesn't Alpha
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amit
amit@amitisinvesting·
@peterjwolff kind of want to buy $IREN just given how much it’s lagged feels like one big deal and it catches up
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Thestryder@thestryder_·
Interesting to see $NBIS and $CRWV pump based on headline revenue figures each time they sign a deal when GPU lease costs and unclear unit economics make profitability a big question mark… $IREN actually shows you the numbers to stress-test the business Vertical integration will lead to stronger margins over time, not weaker Which is why WHEN, not IF, $IREN signs deals, the stock will move much higher in comparison
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Thestryder@thestryder_·
@bitcoinbutcher1 @conloco_tx This price action sucks so much. Narrative is in the gutter but fundamentals still fire. Time will tell I guess…
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₿itcoin ₿utcher 🥩 🐑 🐷
₿itcoin ₿utcher 🥩 🐑 🐷@bitcoinbutcher1·
On a day that $iren underperformed its peers I could not help notice after being informed by @conloco_tx that 5m shares of shorts got sold 4 minutes after the high of the day at 12:05 PM EST at $38 $190m sold at once. That’s not an 🏧 Someone wants $iren held below the 200 day moving average. Price managed to stay close to 37 showing buyers stepping in
₿itcoin ₿utcher 🥩 🐑 🐷 tweet media₿itcoin ₿utcher 🥩 🐑 🐷 tweet media
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Thestryder
Thestryder@thestryder_·
Yeah, this would really add to the ALREADY negative sentiment depending on the outcome… $IREN
Ricardo@Ric_RTP

In 19 days, a jury in Oakland is going to decide whether the entire legal foundation of the AI industry is built on fraud. Everyone thinks the Musk vs Altman lawsuit is a billionaire grudge match. Two egos, one grudge, a $150 billion damages number designed for headlines. Easy to dismiss. Easy to scroll past. That's exactly what Altman wants you to think. Because what's actually on trial on April 27 is something much BIGGER than Elon's hurt feelings... A jury is going to decide whether you can legally take billions of dollars in nonprofit donations, use them to build the most valuable technology in human history, and then quietly convert that nonprofit into a for-profit company worth $850 billion. If the answer is no, the entire AI industry has a problem. Because OpenAI is not the only company that did this: Anthropic was founded by OpenAI defectors using the same nonprofit-first mission language. xAI pitches itself as building AI "for humanity." Every frontier lab has used the moral cover of "we're doing this for the good of the world" to attract talent, capital, and regulatory goodwill they would have never gotten otherwise. An Elon win doesn't just touch OpenAI. It creates a legal precedent that every AI company built on a nonprofit or public benefit promise becomes vulnerable to shareholder and donor clawback suits. That's why this case matters. And that's why Altman is panicking. Just look at what he did this week: Elon filed a motion demanding the court remove Altman and Brockman from their roles and FORCE OpenAI to return to its nonprofit origins. Then he amended the suit to say if he wins the $150 billion, all of it goes to OpenAI's charity arm. Not him. Zero dollars to Elon personally. That amendment was surgical. It stripped Altman of his entire public defense. He can no longer claim this is about Elon's ego or Elon's bank account. Elon is now legally on record saying he just wants the mission back. OpenAI's response was to panic-write a letter to the California and Delaware attorneys general asking them to investigate Elon for "anti-competitive behavior." Their strategy chief publicly accused Elon of coordinating attacks with Mark Zuckerberg. They called the lawsuit "harassment driven by ego and jealousy." That's NOT the response of a company that thinks it's going to win. Real companies with real defenses don't ask the government to silence the person suing them 3 weeks before trial. They let the evidence speak. OpenAI is scrambling because they know what's in discovery. Elon's team has been building this case for two years. Emails, board minutes, internal conversations about the conversion. The kind of paper trail that juries understand and executives can't explain away. And the timing couldn't be worse... OpenAI is trying to IPO at $852 billion. They just raised $122 billion. Microsoft has $135 billion of exposure to them. A jury verdict that even partially sides with Elon in late April or May would crater the entire IPO runway and send shockwaves through every major AI investor on Earth. This is why Altman spent the last 2 weeks doing press tours and policy blueprints and "super intelligence agendas" aimed at Washington. He's trying to REFRAME himself as the responsible statesman of AI right before a jury decides if he's a con artist. Most people will watch this trial start and think it's celebrity drama. The smart money is watching it and realizing that the legal foundation of the AI boom is about to be tested in court for the first time EVER. And if that foundation cracks, everything built on top of it is at risk.

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milestone
milestone@2qHA031dppMDvnm·
@thestryder_ By now I hope you understand a company that works ≠ the stock works
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Thestryder
Thestryder@thestryder_·
The $IREN bear thesis is based on deal silence. With all the demand for compute, how can you possibly think there won't be a deal?
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Thestryder@thestryder_·
@wannydt4q If there’s a ton of demand for your product you still want marketing. Even $NVDA advertises a ton. Just so you know, $CRWV spent about $150 million on marketing last year. $NBIS doesn’t specify how much they spent exactly but they do a lot of B2B marketing.
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wanny
wanny@wannydt4q·
@thestryder_ They havent gotten a deal and are advertising to gain customers. Something doesn’t add up. What’s the pt of buying billboard ads and bus ads?
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Thestryder@thestryder_·
@rg807 Leading the race right now, sure. I believe $IREN finishes the race ahead.
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Rob Green
Rob Green@rg807·
@thestryder_ True, but I'd say that NBIS is leading the race right now, and Google, Meta, etc are (eventually) going to roll their own. Then you have the 10+ other companies vying for this business, and it will get commodified.
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