Mark Gaston

@100trillionUSD It seems as though many are in this camp or in the camp of a new bull beginning in Oct.why wouldn’t they simply keep averaging in now until then? BTC never does exactly what people think. Nothing says it has to dip to $53k - $59k

Bitcoin closed March at $68,215 (RSI 44🔵) As said before, I would not be surprised if BTC dips below 200w moving average ($59k) and realized price ($54k) before next leg up towards S2F $500k levels ($250k-$1m range). Interesting times head.

@namnam2c @zerohedge They are hurting themselves worse. If it has to be opened by force, we might as well just take control and take the oil. We are allowing them the opportunity to open it diplomatically, which they may not like but the should accept a deal. Not accepting a deal will end far worse

@zerohedge They should open Hormuz

Hormuz Sees 15 Ships Transit In 24 Hours As Two Tankers With Qatari LNG Make Sudden U-Turn zerohedge.com/geopolitical/h…

@Celty1795085 @zerohedge You’re correct. The IRGC is way too radical and ideological. It is going to have to escalate before it gets better. They only learn one way. We will likely have to hammer them hard and open the straight by force. They have consistently miscalculate what we can take militarily

@zerohedge The IRGC will reject this in 3, 2, 1....

Futures Rise On Report Of Ceasefire Push zerohedge.com/markets/future…

@russ83178 @zerohedge lol

@zerohedge Stop! Yall should all go to jail at this point. Even if the strait open tomorrow, how many ships will be pulling into harbors after two weeks? The supply chain is about to run out. People get gas! As much as you can hold! Also food and ammunition

*BRENT OIL LOSES GAINS AFTER AXIOS REPORT ON CEASEFIRE PUSH

@Joe_Parisi @growingwizer @zerohedge You sound very anti American. Trump is very fair and is allowing Iran a chance to negotiate. Closing the straight was cute while it lasted but we will not allow that long term. Only one panicking are the “leaders” who are left hiding in bunkers in Iran. 🇺🇸💪🏼

@RealMarkGaston @growingwizer @zerohedge Seems to me we are five weeks into the four day war , begging for help from every other country on earth, the strait is still closed and the president is increasingly panicked and distraught while firing multiple generals. So, let’s talk about what can be tolerated.

Iran Threatens "Complete And Utter Annihilation" Of OpenAI's $30BN Stargate Data Center In Abu Dhabi zerohedge.com/geopolitical/i…

@Some1Far @zerohedge That’s a big step back from wiping us off the map, then sinking our navy. This is next in line of empty threats. What they should be doing is dealing in reality & providing a better tomorrow for their people. I don’t think they care & will need to learn the hard way

@zerohedge Why OpenAI's $30BN in Abu Dhabi? Not USA , London?

@AnthonyMinerva @zerohedge One way or another the lesson will be learned.

@zerohedge This escalation ladder ends in Nukes. This is really bad.

@Troublehill12 @zerohedge lol

@zerohedge The world will survive the destruction of all those Sora cat videos

@growingwizer @zerohedge Tell listen when we nuke them or when we cut off their money and seize their oil. If they think we will tolerate closing the straight or threatening our tech, they have miscalculated tremendously. Escalation in their end will only end one way

@zerohedge These guys aren’t tired of having their asses handed to them yet?

@AdequateWarrior @Faytuks @zerohedge Imagine if we let them continue to do what they intended on doing? Glad our president had the courage to finally deal with this evil. I feel Teri le for the Iranian people who have had to live under such radical religious driven “leaders”

@RealMarkGaston @Faytuks @zerohedge "How dare they fight back!"

Breaking: Two Kuwaiti power and water desalination plants attacked by Iranian drones, with them causing 'significant damage', according to Kuwait's Ministry of Electricity Two power generation units are also out of service

@urani_umm @Faytuks @zerohedge I’m ok dealing with higher oil prices because the long term will be much better for the world. Under Biden we had $150 oil while all his buddies got rich & everyone got handouts. At least now we are dealing with pure evil & changing the world for the better.

@RealMarkGaston @Faytuks @zerohedge Reasonable? Stone Age? Yikes! Sorry, not long ago I remember the SoH was open, oil was much cheaper and it, LNG, etc. were being shipped worldwide. Then something happened. Some call it an "intervention." Then Israel also "intervened", including in Lebanon.

@FaytuksNetwork @zerohedge Absolutely. Tough but fair. Some don’t want to hear simple truths. He isn’t perfect and I can see how some don’t like his style.

@FaytuksNetwork @zerohedge Bad move. I don’t think Trump and the rest of the Middle East will tolerate this. Iran is inviting escalation and its own destruction. Trump is fair but he means what he says and won’t hesitate to escalate much harder

BREAKING: Kuwait’s Ministry of Oil building hit in an Iranian attack Faytuks Network Geolocation: 29.35466 47.94209

@snoke27 @zerohedge Trump will not tolerate it remaining closed. It was cute while it lasted but Iran will get rolled once th order comes down

@zerohedge There will be no reopening

OPEC+ Agrees To Boost Output By Another 206,000 Barrels A Day When Strait Of Hormuz Reopens zerohedge.com/markets/opec-a…

@djbowzer @zerohedge It’s not about R or D. If anything I would prefer split govt bc that’s when the stock market performs best. Dems & R’s have said for years that Iran is bad news, they’ve committed so many evil acts & slaughtered their own people. Love Trump or hate him he did the world a favor

@RealMarkGaston @zerohedge I hope u enjoy the midterms going to the democrats. I hope that will be worth it to you. Not sure they are defanged. Their navy never did anything to anything and now they are more likely to make a nuke.

Putin To Saudi Crown Prince: Russia Ready To Do Everything To Stabilize Mideast Crisis zerohedge.com/geopolitical/p…

@djbowzer @zerohedge I would trade some fertilizer and temporary higher gas prices for a defanged Iran any day! Shit we had $120 crude under Biden and got nothing for it. I respect Trump because he doesn’t do stuff based on polls, he does what he promised and what’s in hard working Americans interest

@RealMarkGaston @zerohedge Everyone is hurting. The whole world is going to hurt once everyone need fertilizer

@djbowzer @zerohedge Makes no sense mam. China and Russia both hurting from Iran weakening. This is very clear

@zerohedge Push our allies right into our enemies hands

@InfraThesis @CernunnosCap Well stated. Cerrono is clearly short Iren. Every one of her posts reek of desperation

Some fair points on execution risk. But a few claims seem worth pushing back on 1. Judging AI capability by C-suite bios alone misses the actual engineering org. VP/Director-level hires and job postings tell a very different story. 2. Comparing the MSFT deal to Builder.ai is a stretch. One was outright fraud (700 engineers posing as AI), the other is physical data center infrastructure with real GPUs and measurable delivery milestones. Not the same category. 3. ClusterMAX ratings reflect current track record length, not permanent ceiling. Worth noting SemiAnalysis may not have even directly tested IREN's GPUs. The "Underperforming" label for crypto-miners appears to be a category grouping, not a hands-on evaluation. 4. "No new deals since MSFT" doesn't appear to be accurate. IREN signed multi-year contracts with Together AI, Fluidstack, and Fireworks AI, secured $3.6B in GPU financing for the Microsoft contract, and announced a new 1.6GW campus in Oklahoma. The bear case on execution risk is legitimate. Neocloud pivots are hard. But the framing oversells it, and at least one core claim doesn't match the public record.

Why $IREN will probably fail as a NeoCloud 🚨 The pivot from Bitcoin mining to AI sounds great on paper, but looking under the hood reveals a massive disconnect between management's narrative and their actual technical capabilities. Let's break it down👇 1. Management has ZERO foundational AI talent Look at the leadership driving this $11B+ pivot: • Co-CEO Dan Roberts: Finance/Infrastructure background. • Co-CEO Will Roberts: Resources/Commodities background. • Mike Alfred (Board): Bitcoin investor/Grifter on X. But the biggest red flag? CTO Denis Skrinnikoff. His 15+ years of background is strictly traditional networking and standard Colocation. Worse, his own LinkedIn lists his CTO role at Iris Energy as "Permanent Part-time". A part-time CTO is leading a $9.7B AI rollout? 🚩 2. The "RackForce" Myth & Lack of Transparency Management claims they were an AI Data Center company from day one, using Bitcoin just to bootstrap. Bulls point to their absorption of RackForce/PodTech as proof of their AI capabilities. We dug into this - In our recent back-and-forth with RackForce founder Brian Fry, he admitted their "AI" experience was running 25kW racks in 2012 for "other purposes".🤔 Running traditional HPC over a decade ago is fundamentally different from managing modern 100kW+ AI GPU clusters. 3. Identity Crisis: Colocation vs. NeoCloud Dan Roberts wants IREN to be a NeoCloud because it commands $7M-$10M in ARR per MW, compared to standard Colocation at $2M-$3M per MW. They know how to run power-dense Colocation, but are attempting a full-stack NeoCloud pivot with zero experience. 4. The Microsoft Deal Defense Bulls scream: "Why would $MSFT trust them if they couldn't deliver?" Reminder: Microsoft's due diligence isn't bulletproof. They heavily backed Builder.ai at a $1.5B valuation, which recently went bankrupt after its "AI" was revealed to be just 700 engineers in India manually writing code.😂 Microsoft has a habit of throwing capital at the wall to test the waters and secure capacity. A contract is not a definitive stamp of flawless execution capability. Furthermore, IREN hasn't announced a single major deal since that Microsoft contract months ago. 5. Abysmal Performance & Topology Mismatch (The Technical Reality) Because they lack foundational AI merits, it translates to the metal. IREN lacks(currently Underperforming) the top-tier @SemiAnalysis_ ClusterMAX ratings (like Platinum $CRWV and Gold $NBIS) that true AI-native juggernauts achieve. Bitcoin mining has high fault tolerance; if a miner goes down, you just lose a fraction of your hash rate. AI training clusters require synchronized, flawless uptime and incredibly complex backend networking (InfiniBand/RoCEv2). IREN's DNA is entirely in the former. ***This is not to shame anyone. These are seasoned individuals who have built a great crypto-mining and infrastructure business. But traditional colocation and Bitcoin mining skills simply do not seamlessly translate into an AI Data Center juggernaut. Bottom line: We have seen all we need to be a permabear on IREN. We aren't going to touch this to buy it, or even to short it. This company might eventually do very well as a pure power/data center landlord, but as a top-tier NeoCloud? Not a chance.📉 #ai #DataCenters