ThermoDy ⚡
@proof_of_thermo
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Institutional frontrunning #Bitcoin er and capitalist. I like $IREN, $CIFR, $MSTR. I am a greedy mf. Not financial advice - there is no "we" in "investing".
Capital Markets
Joined July 2019
$IREN has completely desensitised me to gains. If my portfolio isn’t up 10% each day I feel like it’s a lost day.
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You can definitely tell who wasn’t here at 5 dollar $IREN in April. I was.
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Had no idea she was a bitcoiner. I checked the translation so you don't have to. It's 100% accurate.
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Me after two losing trades in a row
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Update: I am now re-sensitised
$IREN has completely desensitised me to gains. If my portfolio isn’t up 10% each day I feel like it’s a lost day.
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Introducing $IREN GPU Tracker ⚡️ Curious how quickly $IREN will scale annualized cloud revenue and net profit? Want a single place to track all previously announced GPU batches? Visit [iren dot tools]. Link in comments. Special thanks to @_Sgr_A_Star @TheKamaHsutra and
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10x in 6 months and $IREN still needs to be featured on charts like these. It's going up, dear Sers.
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Remember? Pepperidge Farm remembers. $IREN $CIFR
@BSide911 There was a few days where $IREN and $CIFR combined, almost 6 GW worth of compute, were trading for $2B combined 🤨
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$CIFR Barber Lake is gone 👀 $GOOG
The Bear Chief, Stingray, Odessa and Black Pearl (150MW only out of 300) sites combined account for a total that is very close to 600MW. Very unlikely, but what if? $ORCL $CIFR
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Antonio, $BTC is being used to bootstrap large DCs since it's a client-less endeavour. Mining will remain a revenue pillar for $IREN, but it won't even be their #1 source of income next year already. I understand you might not like Bitcoin as an asset (although I think you'd be
@GuvsCryptoTips I'm not onboard with $BTC
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The Bear Chief, Stingray, Odessa and Black Pearl (150MW only out of 300) sites combined account for a total that is very close to 600MW. Very unlikely, but what if? $ORCL $CIFR
OpenAI - 4 new Stargate sites mapped 4 out of the 5 new Stargate sites have been added to the Takeoff Tracker data center map This leaves only the undisclosed 600MW map in "the Midwest" open for speculation. What if Midwest was actually Mid-land in West-Texas? Odessa? Colorado
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$IREN Dan on YahooFinance Dan was a Giga-Chad with Giga-Watts First part fell off, most is in there. "We can't build fast enough" 😎
Tune in at 11:15am ET to catch $IREN Co-Founder & Co-CEO @danroberts0101 live on @YahooFinance, sharing insights on the accelerating demand for AI compute. Watch here:
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I’m pretty drunk right now but this thread feels like worth reading
Once I got a hunch late last week that $BKKT was the company @mikealfred was joining, I started doing some DD. There is a lot that can be talked about but what grabbed my attention the most was Bakkt’s API, Bakkt Agent. Here is where I think Bakkt could really make an impact 🧵
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Follow @litigious_dulce for more financial advice! In faith, ThermoGrandma.
@litigious_dulce Thank you for the financial advice, which I've duly taken. My grandma's life savings have been converted to $SLNH shares.
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$IREN is pleased to announce an expansion of its AI Cloud business. - Doubled AI Cloud capacity to 23k GPUs - Procurement of 7.1k NVIDIA B300s, 4.2k NVIDIA B200s & 1.1k AMD MI350Xs - GPUs scheduled for delivery at Prince George campus over the coming months - Raising AI Cloud
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