SonoSonoSono

@BitcoinAIGuy 140 Wen ?

$8B ARR potential * potential 6x price to sales multiple ≈ $48B market cap… which is around 3.5x higher market cap than where we are today… $140 $IREN is in play If $IREN were a private company it’d be at least $140/share today

@BitcoinAIGuy This is the way the game is played and still think 200 has a short this year. When it properly rerates the move is coming..... i do wonder if they announce a tap on the ATM at the same time they announce a deal..

when $IREN was $69-$75 everyone was a long term investor in it for $1,000+ now $IREN's $41, the business fundamental's are improving and there are zero signs market demand for compute is slowing down...but the tourists left after the stock price tanked... this serenity clown's posts on twitter are clearly signs you'd see at or near the bottom; I don't think $IREN goes under $36 again... if it does, I'll buy calls aggressively. i bought more shares this week and plan on buying more shares every week going forward. I may adjust my share accumulation strategy by the $100s... could $IREN correct from $120-150 to $69-$75? Sure, but that'd be another great time to accumulate before you see $200+ volatility is vitality

@TheTechInvest It sounds like a no brainer but why isnt the market pricing it in. Execution concerns and dilution risk ? Feels like a meaningful deal announcement is needed to make a difference and take pressure off..

We cannot meet demand + $MSFT deal is 5% of our capacity = ??? You have the choice to get in before the 95% gets priced in.

@danroberts0101 @NVIDIAGTC We are counting on you Dan. Thanks for all that you do ! #ibelieve

What a week at @NVIDIAGTC Three themes: 1. Time-to-compute 2. Scale 3. Execution Not just how much compute, but how fast you can deliver it.

@sarahwoodwriter Sure they are dipshit...

We’re told there’s always money for bombs, deployments, and endless wars. But when it comes to making sure people can see a doctor without going broke? Suddenly it’s “too expensive.” The priorities aren’t broken. They’re intentional. #HealthcareNotWarfare

@BitcoinAIGuy @Umbisam 200 this year....... we going much higher than that by 2030

@Umbisam I would appreciate a $200 stock price

$IREN POLL WOULD YOU APPRECIATE A IREN\OpenAI PARTNERSHIP ?

@everymovieplug Its 5 at best, maybe even 3..

If you’ve watched, gracefully rate it out of 10.

@BitcoinAIGuy Ok Grok thinks it can do it and higher in 3 + but i had to coax her, make her focus on some home truths 🤣..

@MiningDataAI Possible within 4 years. Will keep working on it

I just upgraded my Claude subscription from Pro to Max, that’s $20 to $100+/month. That $80 difference is like 6.667 Chipotle bowls per month! I’m happy to continue sharing my research, alpha, and managing our community for free, just follow, reply, and like this post 🙏🏼 You can subscribe if you want to support my Chipotle and chatbot usage fund, but all research and alpha will be free, as always. We need more compute… and burritos 🌯

@BitcoinAIGuy @moninvestor Mike Alfred is trying to tell us something "somebody always knows" Buckle TF Up"

@moninvestor Few!

$IREN Compute is the moat right now. Nobody has a clean technical roadmap to AGI. Microsoft, Google, and Meta all have competing theories on how to reach that goal. But every single one of those theories requires a massive amount of compute. For a hyperscaler, buying compute is the hedge that works regardless of which theory wins. That optionality is exactly what they are buying. And the logic holds up. The current generation of AI scales with compute in a very predictable way. More GPUs allow these companies to process exponentially larger datasets and run training for much longer periods. This combination is what consistently produces a more capable model. That relationship has held up long enough that the entire industry has staked its survival on the trend. So stopping is not an option. Imagine a scenario where a rival gets a decisive lead that you cannot close. Your entire business becomes a relic overnight. That risk is so catastrophic that it overrides every normal rule of financial discipline. "The hyperscalers are now spending 94% of their operating cash flows on AI infrastructure." -- Blog by Horace Dediu. All of that capital flows into a very specific physical stack. GPUs, power, energy, and data centers. As an investor, you don't need to have a view on whether AGI happens. You just need a view on whether the spending continues. Right now, competitive pressure between the hyperscalers almost guarantees it does. That's why I'm heavily invested in IREN. Microsoft put it simply. Jonathan Tinter, the President of Business Development and Ventures, called IREN "a strategic partner" when the $9.7 billion deal was announced. "IREN's expertise in building and operating a fully integrated AI cloud, from data centers to GPU stack, combined with their secured power capacity makes them a strategic partner." IREN has 4.5GW of secured power in the pipeline, with their 1.4GW Sweetwater 1 site set to energize in April.

@BitcoinAIGuy @shonohenry Predetermined. 200 still has a shot

@shonohenry Easy

like this if you are bullish $IREN, dislike this if you prefer $NBIS

It's really simple, let me give you a stark example to illustrate, given you seem so clueless. Lets say we decide that locking up vicious murders is inhumane and we decide to release them all from supermax's, and we build a lovely hotel for them to live in, in your town. That would be the empathy part. What would ensue, would be the suicidal part. See ????

Empathy is an emotion. Suicide is an act. What does “suicidal empathy” actually mean? Is it empathy for the male suicide epidemic? Was it suicidal empathy that killed the men? Or, is it empathy that is so violent it creates a suicidal reaction in men, women, and or children? Who is committing the suicidal empathy? Is it women, men, or both? Also, Does empathy for false propaganda actually result in the suicide or suicidal attempts of others?

Suicidal Empathy is far more dangerous than any weapon that the enemy could ever develop.

@BitcoinAIGuy @NVIDIAGTC Mike Alfred is openly talking $IREN again in his X feed. Buckle up kids, belts, braces, helmuts, and get some G Force exposure training. Rocket is about to lift off..🚀🚀🚀🚀🚀🚀

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

@BitcoinAIGuy @Danainhawaii Buy only as much as you have the capacity to hold, hold, keep holding, hold TF on to it, keep holding !

@Danainhawaii step 1) buy asset 2) hold 3) don't die 4) profit

How can I learn to be a better investor/trader? Is there something you read or watched that helped you hone your skills? Was it a class? A book? A you tube video? A podcast?

@BitcoinAIGuy @herling_jared It really could... LFG🚀🚀🚀🚀🚀

@herling_jared could happen in a few weeks

$IREN just needs a 210% move up to match $CRWV 's market cap

@bourscheid You sound so remarkably boring..

Chuck Norris is dead? The same one who endorsed pedophiles Donald Trump & Roy Moore, propped up the Obama birther conspiracy, was outspoken in his hatred for gays & Muslims, and was obsessed with Netanyahu, guns & Mike Huckabee? I’ll save my thoughts & prayers, thanks.

@karlykingsley Yawn

MAGA not understanding why Trump’s Pearl Harbor “joke”wasn’t funny sums it up. It was a disrespectful, embarrassing display of ignorance on a global stage. Japan is appalled, our allies are mortified, the international press is mocking us. MAGA thinks this is “winning.” It’s not

@BitcoinAIGuy Price holding today feels like a marker. Institutions not selling. Somebody knows 4 sure !

SOMEBODY KNOWS!

@matthughes13 Spot on Matt, spot on !

Just look at the stability in $COIN and Bitcoin Miners and tell me there isnt a rotation going on

@BitcoinAIGuy @JohnBen45187502 @moninvestor @Agrippa_Inv Few

@MiningDataAI @JohnBen45187502 @moninvestor @Agrippa_Inv Possible, for the highs yes

"If anyone is the next hyperscaler, it’s $IREN." If you are an IREN investor, @Agrippa_Inv is a must follow account. Take a look at his latest deep dive on Substack.