$IREN What's the over under on $MSFT getting Horizon 4 well before the end of the year?

$IREN Price of H100 GPUs rates continue to go up. Approximately an 8 month high. Even with the ramp up of Blackwell GPUs, Hoppers still in high demand. 👀

$HIMS 18 days into 1Q26 and sales are trending 12.2% lower than 1Q25 and higher than 4Q25 by 5.7%. I will update a revenue number as we get a little more clarity. As of now, the QTF projected revenue is $573M. I think the more apt comparison is vs. last quarter. Matthias Glas

$HIMS shorts. Up again. Now up too 72.2M shares short. 35% of float. Por el amor de dios! (Apologies if my Korean is broken.)

$IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this:

$IREN in·sa·tia·ble /inˈsāSHəb(ə)l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power, and energy producers and distributors are racing to respond.

$IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. 🆙

$IREN Just sharing my initial thoughts on IREN's earnings call. What I loved, liked, didn't like, and don't care. What I loved: 1. Loved the interest rate of less than 6% for GPU financing. This alone will improve most levered IRR models in the wild, as I don't think anyone

$IREN For those of us keeping score- this is the latest ratings, price target changes since the earnings call. Goldman Sachs: Maintained Neutrual: $39 ⬇️$37 Roth Capital: Maintained Buy: $94 -> $94 Bernstein: Maintained Outperform: $125 -> $125 Cantor Fitz: Maintained

$HIMS January credit card sales are in the books: Q1 is trending +1.7% over Q3 through the first 31 days of each period. I'm using 3Q25 because it's the most recent quarter in which we have actual credit card sales and actual revenue totals. As a reminder: Q3 Revenue: $599M

Tweet of the month Jacques. The $3B for Horizon 1-4 that are currently locked were paid for by the balance sheet (out of pocket). The second those data centers are derisked once they start generating revenue from a world class counterparty, $IREN will be able to unlock (i.e.,

$IREN Shorts update. Plenty of short covering as of the latest snapshot. ~11M shares covered leading up to the end of January snapshot. Now 14% of float short.

$HIMS Shorts update. Does anyone know if the short squeeze is still scheduled? Asking for a my friend NightHawk Capital Shares were at an all time high leading up to this last swing down.

eirini $CRWV $ORCL $NBIS Looks like the Claude code inflection point has legs and staying power. Hopper (H100) compute prices continue to steadily climb. 👀

$IREN $NBIS $CRWV $ORCL And the beat goes on.... New 10-month high for the Nvidia H100 hourly rates. How at $2.40/hour. 👀 (As a reminder, $IREN has 1896 Hopper gen GPUs in their fleet, 816 being H100)

$IREN Who's adding. Who's selling. I've been adding. What about you?

$IREN Now I know why Jim Chanos blocked me! Nothing to see here! Another 10-month high for the NVIDIA H100 hourly price 👀

$HIMS HIMS short interest hits a record high 81M+ shares, to the surprise of absolutely no one. Short squeeze incoming NightHawk Capital ? Does anyone care? Now close to 40% of the flow is short. Oh em gee.

$IREN Shorts up 1M shares as of the last reporting period. Price went down over 20%, but shorts interest went up. Coincides with the ERCOT Batch Zero changes/FUD of the last few weeks.

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