Dulce
@litigious_dulce
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AMBUSHING COREWEAVE IN THE VALLEY OF DEATH ------ “Appear at places to which the enemy must hasten; move swiftly where he does not expect you. Strike him where he is unprepared, appear where you are not expected.” ------ In its most recent earnings presentation, $IREN guided
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I predicted a couple weeks ago that throughput would be the most relevant KPI for determining revenue. Now contextualize that with the Rubin CPX, which has 5x the throughput of the GB300. Per MW, it's still 2.5x more than the GB300. if you apply first principles, it's not hard
$NVDA CEO Jensen Huang said it best: "throughput per unit energy equals your revenues." Every company building for AI will be judged by how much compute they can deliver per watt. That’s the new productivity curve. https://t.co/V5NfC3JOrb
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I believe @jbelizaireCEO when he says that the team is talking to hyperscalers. Hyperscalers are already looking at sites that are behind the meter or otherwise not connected to the grid. As for the actual building of the DC, SLNH like $BITF can hire a contractor like T5. Also,
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Nothing bonds players faster than disliking the same umpire.
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I believe $SLNH is investable. SLNH is developing a “Renewable Computing” model that leverages stranded or curtailed renewable energy—often wasted due to grid constraints—to power high-demand workloads like AI, HPC, and Bitcoin mining. Its project pipeline now exceeds 2.8 GW of
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$WULF investors probably should watch this: https://t.co/pnBaxdgDWU Then summarize it for me because I don't want to watch this lol.
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After some discussion, I think build to suit may not be the relevant service. Consultancy is more likely. I also think there’s some understanding that IREN helps Poolside with vertical integration now and Poolside signs deals with IREN in the future. Poolside wants to compete
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To my knowledge, Poolside doesn't have data center infrastructure experience. They can't build a data center without the assistance of a company like T5 or IREN. But Poolside wants a modular, non-traditional data center that's scalable and high-performing, and the only party
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A couple of observation: 1. Poolside validates that West Texas is the ideal state for AI/HPC. This once controversial point is now completely resolved. 2. Vertical integration matters, and Poolside wants to design, build, and own the data center because that's what is
We believe that to compete at the frontier, you have to own the full stack: from dirt to intelligence. Today we’re announcing two major unlocks for our mission to AGI: 1. We're partnering with @CoreWeave and have 40,000+ NVIDIA GB300s secured. First capacity comes online
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I own a pretty decent amount of $SLNH. I have one question for @jbelizaireCEO, who although active on X has not responded to me despite my multiple attempts: Many AI/HPC workloads require firm, continuous power to sustain high utilization and avoid downtime. Stranded renewable
$SLNH seems likely to be the next stock to experience a massive rerate like $IREN. Soluna is only a ~$150M market cap right now with a growing 2.8GW pipeline. Stop and think about that disconnect for a second. Based solely on the power they’re sitting on alone, Soluna is
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Horrifying and captivating thumbnail. A precursor of the space lol?
💲5️⃣ $BITF has closed over $5 and as a man of his word, @hashoveride has agreed to a time for the next Bitfarms Kitchen Stadium Event!!! 💲5️⃣ Please join myself, co-hosts @bitcoinbutcher1 @litigious_dulce and @midlevelcruiser at 4 PM EST on Monday October 20th for this must
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I own $wulf.
🚨Portfolio addition: $wulf 🚨 Sometimes in life you go with your gut and invest before investigating. That said here’s what I know: 1) @perry_lin1 @cryptomiami1 @iTzAnthonyNap provide great insights and value $wulf 2) Management owns over 30% of the stock 3) Short interest
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Will $NVDA accelerate $IREN?
NVIDIA NDR Commentary: Broad Prospects for AI Infrastructure, Competitive Dynamics Remain Strong Morgan Stanley (J. Moore, Oct 11, 2025) Morgan Stanley stated that at its investor meeting in Boston, NVIDIA emphasized that its AI growth is still in the early stages, particularly
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IREN’s Ongoing Rerating: From Infrastructure to Narrative-Driven Growth Over the past year, several stocks with strong retail followings—such as $PLTR, $HOOD, $ASTS, $NBIS, $EOSE, and $AMD —have experienced significant reratings. Despite rich valuations, their multiples have
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IREN's Capital Strategy and the CSP Flywheel In an ideal world, $IREN would transition its entire infrastructure portfolio toward cloud service provider (CSP) operations as rapidly as possible, using only internally generated cash flow. However, the CSP model is inherently
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Compare the above with https://t.co/dlnb80l8up. I maintain software is not a moat, and most large businesses (e.g., hyperscalers) just want bare metal.
seekingalpha.com
IREN and NBIS lead in AI infrastructure, with IREN offering diversification via crypto and NBIS delivering pure growth. See why NBIS stock is the better buy.
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$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
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Interesting insight into the $20B worth of liquidation that occurred yesterday.
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This one is also really good: https://t.co/2ILKt6kXPL I still stand by this. I don't believe anyone is making an ASIC that is not intended for a rack-scale solution (meaning rack density of 100+ kw). B200/300 is prob the best chip for air-cooled dc that will exist.
This post is more speculative than usual , and if it proves true, I will laugh my ass off. I also used ChatGPT to save me time writing it. The GPU most resistant to obsolescence is the one that fully utilizes the physical limits of a given cooling modality, such as air-cooling or
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Worth reviewing this post about $IREN's CSP to remind you why it's setup for success.
🚨Massive Epic Post from @litigious_dulce🚨 🚨This IS NOT my work, helping him out due to technical difficulties🚨 🚨One of the most Epic $IREN posts you'll read about CSP potential!!!🚨 Part 1/2 INTRODUCTION I will try to be as concise as possible, but this thread shall be
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Don’t see why $NVDA wouldn’t do this with $IREN too.
Why didn’t I think of this sooner… “The core of this vision is to eliminate the margin stacking by server ODMs (original design manufacturers) and CSPs (cloud service providers), narrowing the cost gap between NVIDIA chips and ASICs to around 15% on average.” Jensen Huang is
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