BitcoinAIGuy

$IREN 's latest presentation at @NVIDIAGTC teases the Vera Rubin 👀 Is something cooking at Sweetwater?

@mcF_dan @mikealfred $120

@BitcoinAIGuy @mikealfred $IREN at $41 despite the macro being so bad says a lot. Once things improve with the war its going straight to $80.

it's a bird... no, a plane... that's Convexity-Man! @mikealfred

@HyperAICapital people get thirsty for water and compute

During the NVIDIA GTC: $NBIS announces 27b $META deal and multiple large partnerships. $IREN gave out water bottles. Safe to say I have never been more bullish on $IREN than I am now. Hell yeah! Water bottles! Very disappointing GTC for $NBIS ….

The $IREN weekly chart shows that the 20-week SMA is still acting as resistance, which is the crucial level I outlined in the weekly update. Those updates are released every week, regardless of how the market looks and whether I'm right or wrong. Needs to reclaim the 20-week SMA for any pleasant price action to occur, and to open the door for a move towards $69 again.

@qwertyuipasd11 few

@anni_sen Yes but bulls on both sides expect a 200-400+% move this year Things are getting spicy

This is crazy! There are thousands of other stocks in this market. $IREN vs. $NBIS

@philipp317 wen delivery?

@BitcoinAIGuy You’re again quiet today 😂

Average $NBIS bagholder

@MiningMinerals wen delivery?

@BitcoinAIGuy Average IREN projection of COPE

@LM080910 let’s follow up in 12 months

@BitcoinAIGuy Next level copium from you my man

@TeddyBitcoins good thing I'm an AI influencer

If we’re being completely honest, it would probably be a net benefit to Bitcoin Twitter if every single Bitcoin/crypto influencer account got demonetized like The Bitcoin Therapist did. Quality of content and signal-to-noise ratio would surge back to levels not seen since 2020.

@CorySwan hes part of the gestapo

@Agrippa_Inv LFG!!!!!!!!!!!!!!!!!!

It’s always funny to see Wall Street completely fumble hyper-growth stocks. The street is expecting $IREN to make ~$8.4b in revenues by FY 2030, with EBITDA margins of just ~68%. Analysts are completely mispricing $IREN's 4.5 GW site-portfolio and multi-GW pipeline beyond that. I went ahead and modelled out my own near-term projections for the coming 2 years, using the following assumptions: Childress: 300 MW: MSFT Deal 450 MW: air-cooled (B300), fully ramped by Q3 2027 British Columbia: 160 MW: Mostly air-cooled, fully ramped by Q1 2027 Sweetwater 1: 600 MW: Vera Rubin (VR200) fully ramped by Q1 2028 Results: 👉 2027 = ~$8.3b (Rev) / ~$6.6b (EBITDA) 👉 2028 = ~$12.7b (Rev) / ~$10.3b (EBITDA) One of Wall Street’s problems is that they only price what’s directly in front of them. My 2027 revenue estimates are basically Wall Street’s 2030 projections. 🤦🏻‍♂️ And to be honest, my assumptions are actually very sensible. For the air-cooled deployments across Childress & BC, I used revenues BELOW management’s guidance. For exact modelling inputs and FCF / net income projections up to 2030, refer to my new $IREN deep dive on Substack. To be clear, I’m much more confident in my 2028 projection, since Sweetwater’s ramp could be more heavily skewed toward H2 2027 and H1 2028 instead of the simplified linear ramp approach I used. However, the point remains: Wall Street is completely dropping the ball on this one. What do you think will happen once $IREN announces its next hyperscaler deals at Childress and Sweetwater? → Massive re-rate incoming, as Wall Street scrambles to upgrade their idiotic projections.

@FinancialErnie @morris11183 @MARA hilarious this dude has the gall to come after the Few who have been printing consistently since the LAST bear market

@BitcoinAIGuy @morris11183 @MARA

$MARA 🪙⛏️📉 Houston we have a problem. 😳 @MARA has mined just 3 blocks in the last 24 hours and from that only one block yesterday. Are they pivoting their data centers early? Where did all the hash rate go?

@morris11183 @FinancialErnie @MARA surprised the price hasn't humbled you yet... it's 2026 but I'm seeing MARA at 2020 prices. yikes

@morris11183 @FinancialErnie @MARA Have you made any money over the past 5 years? Stick to your day job kiddo

@Frankiedoezu1a @NVIDIAGTC can you prove ur an investor?

@BitcoinAIGuy @NVIDIAGTC Hey. My account got hacked. Trying to get back into mining mafia.

$IREN 's latest presentation at @NVIDIAGTC teases the Vera Rubin 👀 Is something cooking at Sweetwater?

Dan already told us that civil works for liquid cooled data centers are underway at Sweetwater! My money's on MSFT opting for Vera Rubin at Horizon 3-4 as well. Dan Roberts: Sweetwater 1, which is the 1,400 megawatt project, remains on track to connect to the grid in quarter two this year, so the next few months. Obviously we won't immediately have 1,400 megawatts of data center capacity built out. We began procurement some time ago. Civil works for liquid cooled data centers there are underway. Um and that just reflects the progress that we're seeing across the board commercially.

@elonmustSKI @TheBTCTherapist i prefer iren

@BitcoinAIGuy @TheBTCTherapist Or buy nbis 😅

Definitely wasn't the reply I was expecting. But, since we're here..I have 3 accounts attached to mine that I no longer use. 1 with 1 follower, 1 with ~250 followers, and my old newsletter account that I renamed and bought premium for in hopes of growing a new business for myself. As many know, the newsletter was very real and was something we decided to move past. How is this what causes demonetization for me? If I was doing something wrong, why is this just now being brought up while I'm no longer active on them. I haven't been active on these accounts in months, so when I was demonetized they were not even in use. I also have never tried to monetize these accounts. Also, why does this feel like an attack vs. a solution based conversation?

@BecauseBitcoin where are the $IREN bears????????x.com/BitcoinAIGuy/s…

@CernunnosCap @KobeissiLetter he invested in $IREN duh

@KobeissiLetter How is everyone raising money outta thin-air lol

BREAKING: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them, per WSJ.