CoiIn Tadrads
@Evan87Smith
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Building Your Empire, One Stock at a Time | Equity Empire | The Investor Channel
California
Joined October 2021
🚨 TeraWulf $WULF FRAUD ALERT? 🚨 The CEO paid himself $234M for land he controlled. In 2025 spent $445M to build 22.5 MW of capacity ‼️That's 3x what HPC projects cost‼️ So where is the other $300M+ going? Into the CEO pocket through land deals and leases on land he owned.
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What stock do the kids move on to pumping after this disaster? $IREN
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Oracle is old as hell and is being valued right now on FCF Once you respect the market - it respects you back.
@InvestorVideos ) Data centers are not software business 2) Data center businesses have recurring revenue (customers), hence annual recurring revenue or ARR 3) FCF is one of the dumbest metrics for early-stage heavy-capex pre-profit companies Any more wisdom to share?
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Uh oh $UBER bulls Bill’s feeling the heat 🔥 He knows if it breaks $83 it’s cooked technically And if you spend 30 mins in San Francisco (and analyze Uber’s drop in market share) that will be every major metro in 2 years.
We agree on @Uber. A well articulated bull thesis on the key issues.
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🚨 The drop in the neoclouds was predictable 🚨 This is all going according to plan. You were warned Google, Microsoft and Amazon are NOT your friend when you are a neocloud. 👋 $NBIS $IREN $CRWV $CIFR
🚨 These stocks are being setup to fail 🚨 $NBIS $IREN $CRWV $WULF $CIFR All because of a GENIUS STRATEGY This is how it works: 1 - Hyperscale customer signs a contract that barely makes money over the term 2 - Neocloud must borrow massive amounts just to build the data
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The ultimate fate of $IREN (and other datacenter stocks) is they'll fall out of favor because they'll stop going up. The deal economics paint a painful "growth" phase ahead. Wall Street's already moved past these, when the kids see they don't go up 50% a year the stocks tank.
@Jackie_s_pace The 200 MW $MSFT deal will cost $IREN almost $9B. You think they are generating $3B per year of FCF from the deal? On about $2B of annual revenue? How does that work?
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