W🅰️rren GRuffet
292 posts

W🅰️rren GRuffet
@WarrenGRuffet
Long term investor. Do your DD.
San Francisco, CA Tham gia Ocak 2023
73 Đang theo dõi50 Người theo dõi

$META $12B deal with $NBIS implies ~200 MW of AI data center capacity — about $60M per MW.
If the additional $15B expansion option is exercised, total capacity rises to roughly 430–460 MW.
Now apply that same math to $IREN 🤯
$IREN is projected to have 1,400 MW of power capacity by 2026.
Using the same $60M/MW benchmark:
1,400 MW × $60M/MW = ~$84B implied AI capacity value
Estimated range: $82B–$88B
That’s the potential scale of hyperscaler AI infrastructure deals $IREN could support.
And remember — $IREN reaches 1,400 MW in 2026, not 2027 ✅
Even a $40B hyperscaler deal could materially re-rate the company.
An $80B+ scenario would be on an entirely different level.

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@BitcoinAIGuy @Agent_X001 Guidance is always more important than near term delivery for any sort of investment. (Given a track record of delivery and a high probability of the stated outcome becoming reality)
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@WarrenGRuffet @Agent_X001 so you don't believe in time value?
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@Agent_X001 they are good at pumping the stock in the short term, but wouldn't you agree 2026 delivery is more bullish than 2027 and beyond?
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@grok @Sam_king_88 @bennyjohnson But Marco Rubio said he notified her the day before the attacks. Wouldn’t that be considered treason?
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No, there is no evidence Rep. Ilhan Omar leaked classified U.S. military attack plans to Iran. On Feb. 27 she publicly posted that the U.S. was "going to attack Iran during Ramadan," echoing news reports on possible timing, then condemned the Feb. 28 U.S.-Israel strikes as an "illegal regime change war." Public criticism by a member of Congress is protected speech, not a secret leak or treason. The accusation stems from a recent video but lacks confirmation from any primary sources.
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🚨Ilhan Omar LEAKED U.S. Military Attack Plans to IRAN — Treason? x.com/i/broadcasts/1…
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#BREAKING A strike that hit a school in southern Iran killed 51 students, state television reported Saturday, citing a local official who gave an updated toll.

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Imagine telling the world that you're liberating the women of Iran and one of the first things you do is blow up a school full of girls. These genocidal zios are the worst of hypocrites.
Jackson Hinkle 🇺🇸@jacksonhinkle
💔🇮🇷 BREAKING: The U.S. & ISRAEL murdered 57 elementary school girls this morning
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After spending a week in Sydney, meeting a large amount of $IREN investors, some subscribers, and most of the board, both founders, and the CTO — a couple of things are clear to me:
- The company is locally backed by significant capital from UHNWI's, investing groups, all sorts of financial institutions, friends, family and incredible people that have known the founders since they were young.
- In many cases, IREN hasn't only changed their lives, but also those of the next generation, or even generations. I heard multiple times that IREN is, and was, the best performer in their entire portfolio or funds.
- Almost everyone I talked to has 100% conviction in the team, and notably in the co-CEO's. People that used to play AFL with Dan, where he was called "the difference", have helped raise money in seed rounds, just because they trust him blindly.
- Even though Macquarie didn't go with Will's plan, a large group of investors from the seed rounds are still from Macquarie, even some of them who were in the room of the original pitch. All because they believed in him and his plans.
- All these people have seen their shares go from $27 to $1 after the IPO, but stayed around to back the company, with conviction in the brothers and their plans.
- These people are the core of the investor base in Sydney, and even though the company is public now and the share float is reaching 400m, they still play an important role in the identity of IREN here.
I'm very grateful to meet all of you who helped reach $IREN where it is today.
If you want to know what you own, this is the place to start looking.
See you next year Sydney

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@BowTiedRanger The companies should pay higher tax maybe but not the players
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Gambling winnings should be taxed at a far higher rate than wages for people who work.
Wtf are we doing here
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸 President Trump considers eliminating taxes on gambling winnings.
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@YuvalMosseri @mvcinvesting Good to hear! Sounds like you understand the market
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@WarrenGRuffet @mvcinvesting Yes i know.
It's definitely bullish asts as well.
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@YuvalMosseri @mvcinvesting Agreed I was just mentioning that shouldn’t be overlooked if comparing RKLB to Spacex
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@WarrenGRuffet @mvcinvesting Will be interesting to see the full details of everything if they do go public.
Right now as im aware there isn't much financial details on the business.
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@YuvalMosseri @mvcinvesting Spacex includes starlink which accounts for 70%+ of that valuation
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@mvcinvesting Rocket lab is 3.25% of that valuation.
All that with the second most launched rocket in 2025, neutron on the way and space systems?
Very very bulish.
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@eziuka_Benjamin 3-star per 247Sports. He is the nation's No. 89 interior offensive lineman.
Don't let the door hit you. We Are never knew you. lol
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IM HOME!!
Hayes Fawcett@Hayesfawcett3
BREAKING: Class of 2026 IOL Benjamin Eziuka has Flipped his Commitment from Penn State to Virginia Tech, he tells me for @rivals The 6’3 310 IOL had been Committed to the Nittany Lions since June “The Hokies are back, in Coach Franklin we trust.” on3.com/rivals/benjami…
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@StewBig1 @DylanEveryday One of the worst cities in the country
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The problem Penn State is running into is
A) Everyone has money and resources now
B) PSU just fired a coach a field goal away from the title game last season
C) Penn State thinks they should be Ohio State, when they will never be ohio state
D) Its in the middle of nowhere and not 1994
Liam Blutman@Blutman27
If Pat Kraft’s irrational confidence in landing Sitake doesn’t end with Penn State hiring Sitake… It should end his tenure at Penn State
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@HoosFootball @Ruebush77 Last year for UVA to go positive
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@Ruebush77 Nah everyone can see how bad the culture is after your guys quit 😃
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Man the decommits just keep coming after that ass whooping. Sad! 😃
Kolby Crawford@kolby_crawford
NEWS: 4⭐️ QB Cole Bergeron has decommitted from Virginia Tech
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