Compute Capital
@JoshInvestsAI
Followers
2K
Following
1K
Media
38
Statuses
505
The AI Revolution Is Here - $IREN Bull 🐂
Joined May 2020
What a great day for the queen $IREN Super strong price action on high volume 👀 +9.78% today so far
0
5
74
I think this U.S. Department of War partnership with xAI went under the radar for a lot of people. With Elon running into regulatory friction in his current data center Colossus 2, he may need to look towards other places like $IREN to provide xAI and the US Gov with compute.
xAI was selected by the U.S. Department of War to deliver frontier AI Colocation with providers like $IREN make a lot of sense for accelerating this rollout of government compute 1. Size & Scale: xAI is currently building out Colossus, a 2GW super computer to support over 550K
1
2
30
Emergency Spaces tomorrow 8pm: * AI/Data Centers * $IREN $CIFR $WULF * Bitcoin * Federal Reserve & Japan * FUD mongering bears * Earnings season * $NUAI? & of course… WEN DEAL? Going live with @tennant_n anyone is free to join & chat. Set reminders👇 https://t.co/TO5O8hnfMx
2
7
53
W for When deal??? 💎 $IREN
2
1
35
BREAKING: President Trump says he will no longer be imposing 10% tariffs on EU countries on February 1st. Trump says he has “formed the framework for a future deal with respect to Greenland” with the Secretary General of NATO.
612
935
6K
$IREN saw this vision from the beginning. Now we wait for @danroberts0101 to bring one of the 10+ catalysts to light to show the market real execution. 🤧
The Texas Tribune - “Texas is poised to become the largest home for data centers in the country within the next three years as artificial intelligence continues to boom, according to a report published Tuesday. Bloom Energy, a California-based company that provides onsite power
1
6
50
Could we see a green 🟢 day today for $IREN despite BTC and macro weakness?
10
6
114
Hate to say it, but this might be one of the last times you see $IREN in the 50’s. Regardless of the macro noise, we have a great week ahead. 😉 -6.12% Overnight
20
12
227
And then to know that $IREN's subcontractor is hiring for @elonmusk. After private jets, a need for more compute at Xai, and now a lack of grid-connected power for Elon — is everything falling in place for Sweetwater 1? Raise your bets, who signs the next deal with @IREN_Ltd?
@marblesats @edge_of_power For the sake of conversation I think @elonmusk sees a few moves ahead and considered 👇 AI remains the cornerstone of economic growth for the current administration @realDonaldTrump @SecScottBessent @DavidSacks @SecretaryWright favor natural gas
23
15
231
$IREN and xAI would solve a lot of Elon’s problems with going behind the meter for power generation that he is running into. https://t.co/Su8elKSvsG If Elon really claims he will have more compute than the top 5 players combined in <5 years and he just did a 20B capital raise,
theguardian.com
Win for Memphis activists who say ‘Colossus’ facilities add extra pollution to already overburdened communities
How does Elon put it? “The most entertaining outcome is the most likely.” I wouldn’t be one bit surprised if Daniel Roberts ( $IREN ) and Elon Musk (xAI) are in negotiations right now.
4
3
50
With $IREN now up 60%+ after @jimcramer told people to sell in December, I sometimes question if Jim Cramer is paid to shill stocks by Wall Street. It’s either that or he’s just genuinely uneducated/naive, which I think is unlikely for how many years he’s been in the industry.
6
1
39
$IREN I love this post by Jim. There will be winners and losers, and the market has a way of sniffing out the winners before they win. Everything will become clearer in these coming months.
$RIOT: Why Lowball Deal? Is this relevant for $IREN? @GlobalCollapse asked a great question: why is RIOT getting a really bad deal? There are two observations to make: 1. Riot is signing at ~1/2 the industry colocation rate. 2. Riot has hundreds of MWs of power but is only
2
3
59
Prediction: $IREN will be the best performing stock of 2026.
3
6
59
$AMD making their way into the BTC mining --> AI HPC space. $IREN has always maintained chip agnostic. 👀
🚨$RIOT Signs AI Data Center Lease with $AMD >Initial 25 MW critical IT >Potential for expansion to 200 MW >See generating $300M over first 10-year term with three extensions that could total $1B+ >AMD holds additional expansion option for 75 MW and ROFR for 100 MW
1
2
12