Gary Pallett
@gary_pallett
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Joined April 2012
A great slide deck from @mcF_dan to help you $IREN pill some people who might need it. NFA. 😉
By popular demand: the $IREN Investor Deck, 21 slides in one thread. This only scratches the surface of why $IREN has built a cult-like following. 1/21 🧵👇
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From the absolute lows in late December 2022, here are the top performing Bitcoin proxies: 1. IREN: +37.9X 🥇 2. CIFR: +31.4X 🥈 3. MSTR: +25.2X 🥉 Bitcoin is up a little over 7x over the same timeframe. You are entitled to your own opinions but these are the hard facts
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2 months since the great data centre picks debate @longoption If you want to invest in data centers, buy $CRWV and $NBIS. @mikealfred WRONG. If you want to invest in data centers and don't want to get hosed overpaying, buy $IREN and $CIFR https://t.co/KWlpwpN6iW
@longoption @mikealfred I'm going to bookmark this discussion. I believe @mikealfred is correct, but it will be easy to compare future performance over time from here. $NBIS is $50.25 (11.96 B. Cap) $CRWV is $165.20 (79.26 B. Cap) $IREN is $16.82 (4.05 B. Cap) $CIFR is $6.05 (2.03 B. Cap)
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$IREN getting noticed by people outside the space. Meet Kevin found it this morning. https://t.co/4xTLXx13wU
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Nice evaluation of $IREN on the meet Kevin live stream this morning. He was quite impressed with the company he had never heard of before, and said he preferred it over $CRWV in the space. Did throughout the morning with a conclusion around 2:45:00 in. https://t.co/fG1O2I68wY
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Repost this if $IREN is your largest stock position
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$IREN was never going to lose this case. It allowed me to buy shares for $1.15. Just one of the first examples of the company playing chess while the others played checkers. Good to settle as they have now 20X since then. Onward and upward. https://t.co/o2aA7dJDjY
One week prior to earnings, a settlement for $iren. Isn’t that ironic? Or… a new tenant in CoLocation or customer in ☁️ asked for management to resolve the matter before finalizing an agreement. Only time will tell… Big week of earnings ahead with $nvda on Wednesday and
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$IREN closed at $20.71 today, becoming the second $BTC Proxy to go over 2000% up from its Bear market low of $1.02 on December 30th, 2022. $MSTR is the next target, remaining from the lows this cycle.
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“The AI pivot is a sign of distress for BTC miners” - $MARA bag holder and Kid Analyst 🤣
With a total power portfolio of 120GWs, EDF can now mine bitcoin with excess power via MARA. And with the Exaion partnership, $MARA will become a multi-national HPC/AI data center developer that can scale in an energy and cost-efficient way 🇺🇸🇫🇷
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Great advice for those who continue to stick with money-losing Hodl miners.
“If you want to be successful, I would encourage you to grow a tolerance for failure.” — Nvidia CEO, Jensen Huang
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Ouch. I thought earnings were bad news for $CLSK
$CLSK CleanSpark Faces $185M Tariff Risk Over #Bitcoin Miner Imports https://t.co/HF9H2Q0uOU
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Agreed as long as we can avoid the Anus. That would be shitty.
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$IREN number 1 of all miners for July production. 45.4 EH of a possible 50.0 EH is over 90% efficiency, which is great in Texas for July. They only curtail when prices spike and they are unprofitable. Others shut down when the heat in the semi trailer box sites forces shutdowns.
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Wow $MARA lowers all in cost to mine a coin to $164,037 in Q2. @sebastian_ski @cazenove_uk @McnallieM
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Interesting to see if $IREN will access any of this extra BC energy coming online shortly. https://t.co/GFdDQkLmsl
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Oh no, another expert going against @mikealfred picks of $IREN and $CIFR in the space. https://t.co/cNgOAvUPpb
Jim Cramer was once again asked about $NBIS. “We kicked the tires on $NBIS and went all in on $CRWV, and I'm not going to change my view.”
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