Julian Ciccale

I did not have time or willingness to post much these last few days. I tell you this: I bought multiple millions worth of $IREN shares. I wanted to increase my exposure after the $NVDA announcement on earnings. I almost hit buy at $60 but decided to hold. I added substantially at $54. No intention of timing the bottom, just wanted many more shares. I actually think this investment has derisked substantially the last couple of weeks: - Mirantis acquisition - NVDA partnership - NVDA AI contract - Funding at excellent rates - Sweetwater energisation I expect a major catalyst before summer. And even if my timing is off, I am extremely patient here. NFA

Do you believe AI and compute have peaked? Do you think frontier models’ capabilities have already reached the top? I don’t. I actually think we just started scratching the surface. Act accordingly.

@ParkerBot1987 I did yes!

@jciccale Did you consolidate a lot of positions including $APP into $IREN?

Quick portfolio update below. No changes since the last month. Holding steady my boatload of $IREN shares. Small allocations are $BTC $PTRN $SIMO $SANM

@TheBigDegen 🔥🔥🔥

Let's think for a second. When $IREN shows +$4B AI ARR by start of 2027. And maybe projects +$8B AI ARR or more for 2028. Do you think it will still trade at $22B EV?

@CrusadeInvest Yes. The strategy as seen from the outside since last year has changed from monetizing GW, has shifted to become a Global AI Factory for the future. Which is, indeed, a much bigger goal and reward if they execute.

If retail had it their way, $IREN would’ve signed a deal months ago. Those same people are fully cognizant of the fact that signing then would’ve been a bad decision relative to the terms IREN can get today. Yet there’s still so much frustration over not signing, despite this objective truth—which shows how insatiable people are for immediate gratification, even when it’s ultimately value destructive. I’d go as far as saying that @danroberts0101 not yet committing IREN’s available capacity has been one of the most value-accretive decisions management has made thus far. It isn’t appreciated now and it likely won’t be recognized even after they further monetize their capacity. Few.

@TheBigDegen all the best on the next match. It will be one of the best matches of this round!

@edge_of_power scale what? the stock price 😃

I won’t be a bit surprised if $NBIS jumps into Physical AI, humanoids etc., these guys can scale like no one else. The next big thing.

@mikealfred 100%

There is absolutely nothing on the planet that will instantly bring more joy, depth, and meaning to your life than having a son or daughter for the first time. The only thing that surprised me is how much more powerful the experience has been than I expected. Go make babies.

"We have only just begun this buildout. We are a few hundred billion dollars into it. Trillions of dollars of infrastructure still need to be built."

Here it's the original video: youtube.com/watch?v=2UpQbe… And NVDA post: blogs.nvidia.com/blog/ai-5-laye…

I suggest you listen (again?) to Jensen in his monologue to Sequoia. He explained his AI 5 layer cake concept to future investors: Layer 1) Energy Layer 2) Chips, silicon, Layer 3) Infrastructure (land, power, shell, capital, operations) Layer 4) Models Layer 5) Applications

Do you believe $SPCX $81 B war chest will allow them to leapfrog Anthropic/ OpenAI in the frontier model race?. I don't, look at META for example. What do you think?

What a match! Algeria was a tough beast! I was sweating with the 1-0; it seemed that at any time it'll flip. Guess what? The GOAT came to rescue! Let's go Messi!!!

@TheBigDegen hahaha the best!

$IREN SPONSORSHIP UPDATE ⚽️⚽️⚽️ To all the IREN bears and whiners sooking about all of IREN’s advertising and sponsorships, well check this out!! 👍👊⚽️😎😅

@jiahanjimliu Congrats man!!

Why is Jim’s Grammar So Bad? Some people have asked me why my grammar and spelling is so bad. My grammar and spelling is not that bad, it’s just that I mainly tweet while: 1. Waiting for Jenkins builds. 2. Waiting for AI coding agent. 3. Holding baby. I have mild ADHD so I scroll Twitter while multitasking these things. Surprisingly, I have more time to look at stocks after successful baby delivery last week since I am on PTO.

@TheBigDegen Yeaaaahhhh . Tough match though! He crushed it, 38 yo!!

@jciccale How fcking GREAT is Messi? Goat of all Goats!!

So FCKING EXCITED for the 2026 WORLD CUP!!! I have a sneaky feeling that Argentina will go back to back? 🤷‍♂️ Who do you think will win? #FIFAWorldCup ⚽️⚽️⚽️ x.com/FIFAWorldCup/s…

One of my holdings $PTRN has seen some selling pressure lately after a nice run. Pre IPO holder (Knox Lane) is selling: 8M share block last week, with 20M more shares still to come once their 90-day lockup lifts in Sept. Next few months I expect another block around Sept, plus a small steady drip from another early holder. That may drag price 5-10% on deal days (mostly couple of days repricings you can see coming), depending on other catalysts. Fundamentals have not changed. Still long David and $PTRN

Thanks to @awscloud for this great video: youtube.com/watch?v=O7u6my…

Easy to understand framework from AWS on AI and competitive moats. Hard to do? AI is making these worthless as moats: • Workflow embeddedness • Software scale • Integration lock-in • Engineering complexity Hard to get? These remain largely untouchable: • Regulatory permission • Capital at scale • Physical infrastructure I know which side I’d rather own. That's why I express this view by being almost all in $IREN. Now we wait. Let management execute, let the assets compound, and shareholders will be rewarded.