Haukkala

@mikealfred I knew it - i was just about to ask you if something had happened, but indeed, you are correct. Enjoy the guac man.

@vontuchman Joo, eihän Irenillä ole mitään bisnestä millä se voisi tehdä taalan epsiä, vielä.

Ilmeisesti fake news, osari ei ole ulkona vielä.

@mikealfred Probably nothing

@BudjettiBroidi Grats💪🏻 top 3 laput ajamassa tuottoa viimeisen 5v aikana?

6.5.2026: @BudjettiBroidi salkun kokonaistuotto saavutti TEN BÄGGER statuksen (10x = +1 000%) Aloitin sijoittamisen korona aikana eli ei hassumpi vuosituotto.

Bloomberg: IREN Ebitda Margin Set to Expand 👀 $IREN (Bloomberg Intelligence) -- IREN's margins should expand as AI cloud infrastructure scales, supported by its $9.7 billion Microsoft contract. Consensus implies outer-year margins above peers, suggesting lean R&D and customer-acquisition spending and a focus on a few hyperscalers. Longer term, neocloud providers with more complete full-stack capabilities are better positioned to attract a broader customer base and secure more favorable GPU-hour lease rates. (05/05/26) @BitcoinAIGuy @TheKamaHsutra @litigious_dulce @theBTCMiningGuy @bitcoinbutcher1 @sunxliao @JackMenshaw

@Raitziger @PasiHavia Minähän vuonna tämä oli ollut? Vai oliko kyseessä se joku kolaroitu yksilö

@PasiHavia Tämä on sen vastakohta kun nettiautossa oli carrera gt 200ke pyynnillä.

Tässä todennäköisesti Viron kallein auto. Nyt alennushintaan 6 557 552 euroa, vain sinulle ystäväni! ❤️

@majulepp @AkiPyysing Olen samaa mieltä. Ja myös siitä että noiden maisemien lomassa tämä tapaus ei jää ainoaksi

@domcorpp @AkiPyysing Itse ajelen jotain 4000 km vuodessa, maastossa, maantiellä ja kaupungissa. Tässä ongelma on yllätys. Tasainen hyvä väylä ja yhtäkkiä este. Ekalla kerralla siihen ei osaa varautua. Se on sama kuin olisi 10 cm kantti motarilla. Kannattaa korjata tai jos ei voi, niin kyltittää.

Onnettomuuksien välttämiseksi voisi esim. fillarisillalla pyöräilyn kieltää. Onkohan joskus muuten ollut joku onnettomuus, jossa pyöräilijä olisi myöntänyt itse tehneensä jonkun virheen🤔? Luulisi, että olisi. En muista kuitenkaan kuulleeni. hs.fi/helsinki/art-2…

@GetWITTit97 @justakeelguy Doesnt’t have to be hostile or from another public company. A infra fund / PE could certainly make a bid

@justakeelguy There is a near 0% chance of any form of acquisition made to acquire $KEEL. I would kindly refer you to the Riot situation in 2025.

I wonder how many full acquisition offers $KEEL has already received. Do you think $KEEL gets bought out? If their infrastructure is this valuable to the worlds largest companies… wouldn’t they already be getting the most ridiculous offers?

@VelocityofMove1 @Bitfarms_io Retarded take. Quit trying to read the tea leaves (TA) and study DCFs and time value of money. Then ponder whether it makes any difference in the intrinsic value of the stock if you sign a deal yesterday vs. in 12 months. FYI ; it doesn’t

FY 2025 Results: - Commercialization underway at Panther Creek, Sharon & Moses Lake - Well capitalized for near-term site permitting & leasing - US Redomiciliation & Rebrand (~April 1) Call replay: brnw.ch/21x1dmc Press Release: brnw.ch/21x1dmd

@NitherDither @RealJimChanos Lol, do you have any idea who the shareholders are? Hint hint, the leadership has a massive position and incentives in the company’s stock to perform. Think hundreds of millions.

Seems to be another case of a CEO trying to make it big, primarily on the backs of shareholders. I think folks will be surprised when price falls by more than that is implied by a ~50% dilution. Especially if megacaps let it be know that they will no longer be as generous with their capex spending.

All of these analyses of data center capital stacks(not just $IREN’s)assume that “growth” and “deals” are universally good. But that’s not necessarily the case. In fact, most of the AI DC leasing deals with good granular data disclosed appear to be mildly to severely uneconomic.

@stocktavia @nic_carter He is sitting on gains, not losses. That is where you are wrong. The pullback of the last few weeks doesn’t change that

@nic_carter I do get what you’re saying, but what is wrong in my comment?

Situational Awareness LP 13F filing for Q3 dropped friday: - Massive >$500m new CRWV position - Big adds to CORZ and IREN - Added new miners RIOT, HUT, BITF - INTC calls unch - trimmed AVGO & EQT, exited APLD / CEG / CIFR - added new AI infra LITE, COHR, MOD, WDC, STX

$BITF analyst revisions since the results 🧐 BITF US Target Px increased to 6 USD (Previous Px 2.50 USD) by Alliance Global Partners @TheKamaHsutra @litigious_dulce @theBTCMiningGuy @bitcoinbutcher1 @sunxliao @JackMenshaw

It is evident most of the discussion is by kids buying short dated options. Otherwise, these drops shouldn’t cause such butt-hurt comments like ”why no deal, this CEO is clueless”. It makes zero difference to the end returns if they announce a deal tomorrow or in two quarters, if you are in it for the long-term. What makes the difference are the economics involved, and they are continuously getting better as the squeeze gets gradually worse and worse. If your options investing is going so well that you must act butt-hurt on X, perhaps switch to index investing🤓

$BITF If You Think $BITF Is Bearish, You Didn’t Read the Earnings Call 👀🔥 A lot of people need to breathe for a second on $BITF. Nobody needs to paper-hands this. And nobody needs to get mad at Ben. This entire play is built for execution and priced for what Bitfarms is becoming, not what it used to be. At this market cap, Bitfarms is one of the best value AI infrastructure plays on the board for those who can tolerate the risk. I’m new to the stock and today was a rough selloff. My average is in the 3s, so I felt it. But after reading the entire earnings call and slide deck, I actually feel more bullish. I’m even thinking about adding. And honestly, someone explain how this is bearish, because based on the facts I’m not seeing it. The company is winding down Bitcoin mining on purpose because it’s the lowest-value use of their megawatts. That isn’t a problem. That’s the plan. Bitfarms sits on power assets in some of the highest-demand HPC and AI regions in North America. Every region they operate in is a cooler climate with better PuE, and Washington literally has a 10-year waitlist for new power. Infrastructure is the bottleneck now, not chips or capital. Washington is fully funded. They signed a binding $128M agreement that covers all critical IT infrastructure and building materials for the full 18 MW build, with expected PuE around 1.2 to 1.3. That means for every 1 unit of power going to GPUs, only 0.2 to 0.3 units are lost to cooling and electrical overhead. That is extremely efficient for high-density AI workloads and a big advantage over hot-climate data centers. It’s designed for NVIDIA GB300s. And for the first time, they’re openly evaluating GPU cloud at this site because management said converting Moses Lake to GPU cloud “could produce more net operating income per year than we have ever generated with Bitcoin mining.” Sharon is next in the HPC timeline. 110 MW secured. An 80 MW substation under construction and targeted for completion by the end of 2026. The whole campus is being built for NVIDIA’s Vera Rubin GPUs with revenue expected in the first half of 2027. Panther Creek is the flagship. 350 MW already secured with clear visibility on expanding beyond 500 MW. They’re redesigning Phase 1 and adding Phases 3 and 4 so the entire site is aligned with Vera Rubin, not Blackwell, because next-gen GPUs double the rack density and command higher pricing. Quebec gives them 170 MW of cheap renewable hydropower across several sites within about 90 minutes of Montreal. New allocations are nearly impossible to obtain in the province. They’ve already confirmed regulators support converting these Bitcoin megawatts to HPC and AI. Sherbrooke alone has 96 MW with strong fiber and workforce depth, and can be tied into neighboring sites under 2 ms latency. That’s attractive for hyperscalers and enterprise. Scrubgrass is the 2028+ monster. They completed conceptual load studies at 250, 500, and 750 MW, have moved to a detailed study, and confirmed a 3–4 mile pipeline tie-in to the Tennessee Gas Pipeline could support up to 550 MW of natural gas generation. Combined, the campus has up to 1.3 GW of potential capacity. Management stated they believe this is “the only campus outside of Texas for public miners converting to HPC and AI that has over 1 gigawatt of potential capacity.” Earliest timing is around 2028, which lines up with the long-cycle power shortage they expect. And the balance sheet is real. Over $1B in resources when you count roughly $820M in cash and Bitcoin plus about $200M remaining on the Macquarie project facility. Around $8M in monthly free cash flow from Bitcoin mining that’s already helping fund the HPC and AI buildout. Their convertible was upsized to $588M and every institutional investor they met with participated. So yes, today was ugly. But the actual fundamentals aren’t bearish at all. Bitfarms is moving megawatts from a declining-margin commodity business into a supply-constrained, high-margin HPC and AI market. They’re doing it with secured sites, funding, designs aligned with next-gen GPUs, and optionality that most miners just don’t have. For the price this trades at, I don’t know where the better setup is? If someone thinks this is bearish, I’d love to hear why, because based on the data and plans this looks like one of the best risk-reward miner-to-AI transitions in the public markets. Only criticism here is that you are bag-holding or that you are impatient. At this price seems perfect if you want to see how it turns out and believe Ben! Also stop evaluating it like a mature company, it's still basically a pre-revenue data center company, but a very promising one!

😳 $BITF ”While our focus is on developing infrastructure to support Nvidia’s next generation of Vera Rubin GPUs across most of our portfolio, with nearly a billion dollars in cash, unused credit facilities and Bitcoin and numerous potential GPU financing options available, we believe there are compelling reasons to consider pursuing a GPU-as-a-Service or Cloud monetization strategy specifically at Washington. Despite being less than 1% of our total developable portfolio, we believe that the conversion of just our Washington site to GPU-as-a-Service could potentially produce more net operating income than we have ever generated with Bitcoin mining”

Wait, let me get this straight. The big short guy is short some AI names, particularly, the most outrageously overvalued stonk, perhaps ever, in Palantir, and all the names dump in sympathy ? ? All while the guy is managing $70m ?? What's that, a hedge fund for ants🧐 people need to understand notional vs. actual cost

@sarasalomaa Täällä suomessa tehdään, köh köh, ”innovaatioita” inspiroivissa businessparkeissa kehä3 varrella 😎

Saksalainen kaveri tekee loka-marraskuun etätöitä Mallorcalta. On postannut jatkuvasti aurinkoisia kuvia someen. Jokaikisen kuvan kohdalla mietin, mitä ihmettä me härmäläiset täällä mudassa heijastinliivit päällä tehdään.