Mario Cool
@70Polygon
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Joined May 2025
This is a $WYFI @WhiteFiber_ customer. $AMD CEO today said compute demand is off the charts. Don’t play yourself, pay yourself. $BTBT @BitDigital_BTBT @SamirTabar
Introducing Cerebras for Nations, our global initiative to advance and scale sovereign AI. How it works: 1️⃣ We will build world-class AI supercomputers with our WSE-3 chips and CS-3 systems 2️⃣ Co-develop state-of-the-art models and deploy with the world’s fastest inference 3️⃣
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You guys sell because $CRWV and $NBIS are dog poop?
*AMD CEO SAYS DEMAND INSATIABLE FOR AI COMPUTE INFRASTRCTURE *AMD CEO SAYS CUSTOMERS NOT "LEVELLING OFF" AI INVESTMENTS
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$CRWV and $NBIS are the losers for now. Reliable colocation and bare metal providers looking good. $WULF $CIFR $APLD $WYFI $IREN
$CRWV DA Davidson We reiterate our UNDERPERFORM rating and $36 price target on CoreWeave following 3Q25 earnings that were highlighted by another quarter of deteriorating profitability and significant downward revisions to full-year capex, revenue and profit guidance. We
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Do we have a public-private valuation mismatch? $WYFI $WULF $IREN $CIFR $APLD $CORZ
Aligned Data Centers was acquired by Blackrock GIP for $40B. They have 600 MW operational and 700 MW under construction. For those asking if $WULF is cheap, it is trading under $6B market cap. By end of 2026, @TeraWulfInc will have 642 MW operational with similar glide path
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This is an incredibly bullish read. Hope @WhiteFiber_ @SamirTabar continue to reserve most energy/capital for the colo business b/c building bespoke and quickly is the real advantage over the large takeit or leave it sites. $WYFI
m.investing.com
Earnings call transcript: WhiteFiber Inc reports Q2 2025 revenue surge, stock climbs
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Imagine thinking this is bearish. As the deal flow ramps up does 2027 EBITDA become de-risked? Should it receive a higher multiple?
I’m just getting to some of the sell-side cheerleaders’ reports on $IREN’s quarter, and boy…are they a hoot. Here’s Cantor quietly cutting their FY 2026 EBITDA estimate by a cool 35%. And look at the revenue estimate cut(19%!) for the quarter we are in now.
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$IREN earnings not impressive but the future looks promising
$IREN I really hope most of you know how to read this. There would be no net income without $665M in unrealized gain on financial instruments (capital call and prepaid forward).
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Why not eleventy kajillion in 2480?
Anthropic now projects up to $70B in revenue and $17B in cash flow by 2028, according to The Information. The company raised its growth outlook by roughly 13–28% over the next 3 years, up from about $5B in revenue this year.
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$BTBT continues to get hate as it builds out its extremely bullish structure. If you think it can get to the middle green box like this post. If you think it can get to the big dog box (my target) RT. And if you think its a dead company comment below why.
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Bullish
Warren Buffett can't deliver reliable reliable power to AMZN. No wonder they need $CIFR
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The bull move on the miners has legs boys. Too many missing GWs needed.
GW Shortage x Time to Power: If you review the data presented by Morgan Stanley and Deloitte, you realize just how large the GW shortage is in the US and the actual energy sources that can meet energization timelines. This is one reason why I’m bullish on $SLNH, a small $240M
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Bullish
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He did not do the work $WYFI
@HyperTechInvest Again do the work. The site is capable of 200mw and a clause around expansion to 200mw is in the purchase agreement and has been widely discussed by management publicly.
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Your favorite FURUs know nothing but the surface level and shill you shit only after it has become popular.
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Going to find out that $BTBT is the ultimate treasury play when $WYFI announces its deal at the flagship NC-1 datacenter
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Rev run rate north of $120m with NC-1 deal for 40+ MWs at $1.6m per MW on deck. $200m+ run rate will come quick and Sam said they plan to layer in some smaller colo deals throughout the year. $WYFI
$btbt financial update In addition, we estimate that our cash and cash equivalents as of September 30, 2025 is between $173.7 million and $184.5 million, which amount includes proceeds from the initial public offering of WhiteFiber. Company has aprx 122,187 ETH
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$WYFI back nestled between the SMA20 and EMA30. Bollinger Bands getting tighter. Deal with neocloud where hyperscaler is ultimate of offtaker imminent. Hold on to your nuts and don’t wet yourselves boys.
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This is a $77b company. Yeah right.
$NET CloudFlare Non-GAAP EPS of $0.27 beats by $0.04, revenue of $562.02M beats by $17.07M Oct. 30, 2025 Q3 Non-GAAP EPS of $0.27 beats by $0.04. Revenue of $562.02M (+30.7% Y/Y) beats by $17.07M. Delivered RPO year-over-year growth of 43% and Current RPO year-over-year growth
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