Ms Mogul
@theLLPtweets
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self-funded shitposter | freedom maxi | Bitcoiner | ex renewables & power
🌍
Joined July 2020
$IREN if this is wave 2 no-one’s ready for the next 3 years 💥 We printing.
We knew that $IREN could drop this deep, but honestly, I didn't expect it to go sub $39. This is relatively deep for a wave 4, which means that this may actually be a wave 2, which would significantly change the outlook here. Anyways, my minimum target from here is $76, and I
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$IREN was not even on Beth’s radar this time last year. 🔥🔥
The GPU as a service market is projected to rise more than 8X over the next decade, from ~$30 billion in 2025 to $251 billion by 2034. $NVDA $CRWV $NBIS $IREN
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This is why we ❤️$TSLA 👇
Tesla is using only internal & open source software & operates Bitcoin nodes directly. Bitcoin paid to Tesla will be retained as Bitcoin, not converted to fiat currency.
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Gold. $TSLA ✊
This is one of my favorite videos. Elon Musk is one of the smartest and most impactful human beings EVER. Let me ask you why is it that every time I send a check to AOC (government)it’s gone and I get told to send more. Every time I send a check to Elon, in a few years I get a
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REMINDER As most of you know, I don’t believe we’re in an AI bubble at least not at the top end or on the use-case side. CapEx spending is real, demand is real, and guidance from companies like $NVDA and $TSM etc supports that view. But where I do see risk is at the system
Apollo CEO Marc Rowan on the data center financing: “Hyperscalers are pretty safe; intermediaries that are taking up the debt and balance sheet risk not so much.” Neoclouds are leveraging themselves instead of hyperscalers, but they don’t have the cash flows from other
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AKA: Institutions have filled their bags on $IREN $CIFR now guys. Run it back up. 👆
🚨BREAKING: AI SPENDING 90% CASH, 10% DEBT G Cho of Goldman Sachs Asset Management states the next wave of AI capex will be funded overwhelmingly by operating cash flows. $CRWV $NBIS $IREN $ORCL $NVDA
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👇👇
$IREN keeps bleeding because the market is suddenly “very concerned” about their profit math. It’s now worth less by market cap than $OKLO, a company that currently earns round zero in revenue. No concerns over there... The FUD campaign is at peak intensity: The market is now
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💥 $IREN: The data centre build out is the ‘railroad’ of the US-China AI arms race. The US has the global money printer. The debt doesn’t matter. Winning does. Google “existential threat”. Then buy more $IREN in the $30s. Time + Chill tf out = 💰
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For Anyone selling $IREN before the first 3GW is even built out Compute demand 8x’ed in 2025 & LLMs r STILL CONSTRAINED. Compute efficiency? 2x. We’re at early adopter in the AI diffusion curve. The steepest power demand is yet to come. Zoom tf out.
$IREN: The Drawdown I've been in six >50% pullbacks: 1) 2020 TSLA $700 pre-split covid crash to $300 - I actually successfully sold out near the top in Feb to roll SPY puts but I rolled too long and got crushed. I knew how bad Covid was from my relatives in China so I sold TSLA
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$IREN. I’ve seen this before. - Frontier lab token use grew 8 - 10x in 2025 alone. - GPU power efficiencies are ~2 x per year. - We’re at the bottom of the AI diffusion curve. But Goldman & MS think Data Centre power demand only triples by 2030? Asymmetry = 💰💰
Morgan Stanley now projects data centers needing 72GW of power from 2025 through 2028, with the potential power shortfall widening from 44GW to 47GW. $MSFT $AMZN $GOOG $ORCL
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$IREN
BloombergNEF’s research estimates that it takes almost 7 years to bring a data center online from the ground up, with ~4.8 years for pre-construction and 2.6 years for construction, with grid interconnection remaining one of the key bottlenecks. $NVDA $MSFT $GOOG $AMZN $META
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Michael Dell seeding Trump accounts for Americas kids is the start of AI corporate funded UBI. Just by another name.
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🚨 Per Bloomberg, $IREN 6.5-year tranche was marketed with a 0-0.25% coupon, while the 7.5 year issue has a 0.5-1% coupon. This is insane, to say the least. The bears expected 3 to 5%. Bullish https://t.co/hCbVth1ewQ
bloomberg.com
Iren Ltd., a data center firm focused on artificial intelligence and high-performance computing, is seeking to raise $2 billion across two convertible bond issues.
🚨BREAKING: $IREN ANNOUNCED $2B CONVERTIBLE SENIOR NOTES OFFERING
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$IREN for all newbies… welcome to how the game is played. When converts price, they pile in and short to A) Hedge B) drive conversion price lower Meanwhile March $55 & $60 calls continue to accumulate
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💥 $IREN my bids at ~$41 got filled! Backing up the truck all the way down… What a great day! Lffggg! 🚀🚀
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The underrated truth about the US edge in a multipolar US v China world. Friends. 💯🎯
One of the unique advantages America has over China is friends, real friends, all over the world. Our shared interests and complimentary strengths are a killer combination. Can't wait to show people the completed ship!
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No shit Sherlock. Retail have been in this trade over 2 years. Buy $IREN and hold.
MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY 2028 Morgan Stanley says surging AI demand could create a power shortfall of up to 20% — about 13–44 GW — for U.S. data centers through 2028. Analysts led by Stephen Byrd called AI computing “the most important
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Picked up an another big bag of $IREN over night in the mid $50s. Got an even bigger order sitting down below - if it’s filled I’ll be ecstatic. There’s only one place this company is going and it starts with “hy” and ends with “perscaler”… Wave 4. Iykyk.
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AI and Bitcoin are the anointed liquidity sponges for trillions in USD debasement. If you don’t hold $IREN and BTC what are you doing on the sidelines?
Borrowing to fund AI data centers is exploding: Investment-grade bond issuance from AI Big Tech firms jumped to a record $88 billion. This comes as Meta, $META, and Oracle, $ORCL, issued $30 billion and $18 billion in debt in September and October, respectively. This was
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