SageM
@SageMudir
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HPC/AI Data Center Enthusiast - Early $APLD investor - Bullish on $IREN $CIFR
Joined November 2010
$glxy.
@SeanMFarrell Head of Fundstrat Digital Assets research recommends $GXLY @galaxyhq . - in his core crypto equity portfolio 🔥🔥🔥🔥🔥.
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RT @fundstrat: @SeanMFarrell Head of Fundstrat Digital Assets research recommends $GXLY @galaxyhq . - in his core crypto equity portfolio 🔥….
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Even after a spike in price last 7 days, global hash has remained unchanged…. Funny enough, difficulty is estimated to drop ☺️…. Looks like no un efficient miners left to be plugged. $iren
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🤯🤯 $glxy.
$GLXY @novogratz .Our head of digital assets research, @SeanMFarrell sees this as “one to watch” 👀👀.
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$glxy so volume is double than the average today…thats something right? . 😅.
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$iren dilution is extremely accreditive, as proven with their S/P over time…. Imagine how accreditive bitcoin mining profits will be with 50 EH/s humming at 15 J efficiency and current price, or 125k, or 150k, etc….the next 12 months will be nuts 🥜.
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The Goldman Sachs “Powering the AI Era” report is net positive for Iris Energy (IREN)—but with important caveats. Here’s a detailed breakdown of how it affects $IREN, based on their business model and market position:. @IREN_Ltd @danroberts0101 . ⸻. ✅.
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Powering the AI Era | Goldman Sachs (This is a must read $iren $cifr )
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$IREN, is a compelling investment due to its strategic focus on renewable energy-powered data centers optimized for Bitcoin mining and AI cloud services, positioning it to capitalize on high-demand sectors. The company’s operational efficiency, with low-cost power and a modern.
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Rumors are that the US government is ready to go on with the bitcoin strategic reserve and instructed all departments, coincidently each holding 10,000 BTC (FBI, CIA, DOJ etc), to get ready to consolidate and report holdings. Watch the flows! Same source that gave me the inside.
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The "Big Beautiful Bill" reinstating 100% bonus depreciation through 2029 is a major win for Bitcoin miners and AI infrastructure builders. Here’s how it fuels their growth:. - **Full Upfront Deductions**: Both Bitcoin miners and AI infrastructure builders can immediately expense.
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Just a reminder of Dell and $iren close relationship…. Add that to Dells joint announcement with $NVDA today. Follow the bread crumbs. Bullish enough? .
Supercharging #AI with 100% renewable energy! IREN’ democratizes high-performance #AICloudServices for startups and enterprises with sustainable data centers. Check out the full story ☁️ #DellAIFactory #NVIDIA
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The fact that iren was actually red in pre-market with the GPU news and it has had 10 consecutive days of 9:30 am pumps…obviously its whales accumulating…retail isn’t even here.
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News under the $NVDA ticker for $iren purchase. Also, press release now instead of waiting for Monday’s operational update? Curious…is there bigger news brewing?
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