Thestryder
1K posts

Thestryder
@thestryder_
+1M AUM - Long $IREN and $INFQ
United States Katılım Şubat 2025
779 Takip Edilen717 Takipçiler

@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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I wouldn’t really want OpenAi as a tenant but holy hell $IREN
OpenAI Newsroom@OpenAINewsroom
In January 2025, we committed to generating 10GW of compute and have already identified over 8GW of that. Now, we're planning for 30GW of compute by 2030. A milestone that scales with the rapidly accelerating demand for intelligent systems. Image generated by @ChatGPTapp Images 2.0 😉 #YouCanJustBuildThings
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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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Thestryder retweetledi

@Agrippa_Inv Some positive price action between now and a deal would be great for momentum
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$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 retweetledi

@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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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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@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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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


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@thestryder_ By now I hope you understand a company that works ≠ the stock works
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Best post I’ve seen in a while 😂
Buck@BuckOnTwidder
there are guys on here who don’t know how to cook themselves eggs trying to trade oil against Citadel
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@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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@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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@rg807 Leading the race right now, sure. I believe $IREN finishes the race ahead.
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@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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