@RealJimChanos @Jackie_s_pace - 3 year pay back on GPUs - the last 2 years of MSFT contract then pay off the data centers too - year 6 onwards = free data centers (for colo or cloud) + any residual value in the GB300s Or, you can sign a colo deal and wait 10++ years to get your capital back on the data

Last quarter I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. $1.4 million annually. I called it "digital transformation." The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do. Including me. I

Year of Magical Investing is back. Sell any company NOW that is doing a financing (a la IREN) or has big insider selling... Stay close here!!! No one else will call this stuff... but i have 1999-2000 encyclopedia in my head from when they still used them. Investors must be

Clearly a big seller of $IREN was actively working a sell order of tens of millions of shares all day today and picked up pace toward close which suggests they had a number to hit and did in fact hit it. I think the seller was likely the issuer of the covered call for the

Good afternoon farmers! Glad to be back on X after my blackout period (technically my blackout ended Monday the 17th but I had a very busy week speaking with institutional investors and revising our strategy through 2030). Because so much has happened since I entered blackout I

We are actively evaluating portable mortgages.

"you've taken profits, right"

Solana VC tries to buy $5 of SOL & accidentally sells $5 of SOL you cannot make this shit up Makes you wonder if they've ever used any of the apps before And then instead of filming another take, decides to go ahead & just post it 👍

$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft Key details of the transaction: - $9.7bn AI Cloud contract value - 5-year average term - 20% prepayment - 200MW (IT load) data centers - NVIDIA GB300 GPU deployments Refer to the press

Datacenter & Crypto Miner Ecosystem: Pure players: $CRWV $NUAI $NBIS $AULT $SLNH Miners: $IREN $APLD $RIOT $WULF $CORZ Many of these stocks are setting up for continuation. Which do you think is the most undervalued, and overvalued on the list?

I think that the euphoric phase of the bull market is just getting started and could last for at least 6 to 12 months. Rather than looking at a single asset and a single indicator, I'm looking for confluence across #Bitcoin #Ethereum #Altcoins $IWM $GOLD and China/Japan markets.

The only good mortgage is a paid off one Our biggest monthly expense is gone 💰

$IREN: THE ADAPTIVE INFRASTRUCTURE PLATFORM — PROFITABILITY, PERMANENCE, AND DOMINANCE IN THE POST-GPU ERA 1. EXECUTIVE SUMMARY IREN represents the most advanced and financially sound model in the AI infrastructure sector. It is the only profitable neocloud, and its strategy is

Probably one of the most severe flushes I’ve ever seen on alts, I didn’t even imagine alts had this much leverage in them. It feels like someone got hit very hard and will see a large body float to the surface soon, reminds me a little of summer 2021. Good reminder to myself to