Lacabra Capital
@Lacabra_Capital
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VC & Macro investor long Bitcoin, HPC
Pure Alpha
Joined December 2017
🎯 $IREN $28.
$NVDA strong report after hours, AI names up - $IREN $24-25. Tomorrow $IREN reports strong BTC mining revenue, guides towards huge growth in AI post the GPU purchases announced this week - end of week $28-$30. Seems like the move.
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What if $CRWV had secured power and infrastructure and was profitable.
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$NVDA strong report after hours, AI names up - $IREN $24-25. Tomorrow $IREN reports strong BTC mining revenue, guides towards huge growth in AI post the GPU purchases announced this week - end of week $28-$30. Seems like the move.
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Feels like we’re at least near a bottom out/bounce if not there.
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$CIFR will announce a $WULF style deal soon . $IREN will continue to announce more GPUs coming online, scaling up the AI business the same way they brought EH online.
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Sorry to say this but… anything under $1M income is now middle class. A person making $1M is taking home ~$50k/mo in a zero tax state. Average spending by US family with 2.5 kids is $22,500. This leaves only $27,500 for investing, wine, yachts, jets, staff, etc. Middle class.
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$WYFI $BTBT.
We are proud to partner with #HPE to deliver secure, reliable, optimized GPU clusters to our cloud and colocation customers. Learn what makes WhiteFiber different 👇. #AI #datacenters
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Free money $WYFI. Just waiting for $BTBT to wake up.
Opened small $WYFI position at $14.27.
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What if this time the Sunday pump doesn’t retrace.
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ETH 4k ✅.
What if ETH breaks 4k and runs, and at the same time $WYFI settles post-ipo and makes a modest ascent back to mid 20s. Ticker is $BTBT.
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