There is risk everywhere. The point of life isn’t to avoid risk completely. It’s to lean in to it strategically to achieve your objectives when the odds are heavily in your favor. The more skilled you are, the better the results. You only get one life. Good luck!

My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to

This is a really big deal. I hope Square will start accepting #Bitcoin in #Canada soon as well. Fix the money, fix the world.

Feel privileged to visit the Childress site today and to understand the sheer scale of what IREN are building here. The pictures do not really do it justice.

When people who don't follow this space see headlines like this, they will think that AI is a bubble and it is slowing down. Companies are not buying chips anymore. However, when one sees these kind of charts below for projected AI servers in operation and project capex spends

$IREN in less than 4 weeks: 1. Convertible notes offering with zero interest and capped calls at a 100% premium 2. Signed nearly $10B deal with $MSFT. 3. $MSFT 20% prepayment. 4. $IREN described as a fully integrated AI cloud and strategic partner by $MSFT 5. $IREN GPU

🚨 Is $IREN the only AI Infra that has no third parties issues? This quarter just answered this question. $IREN has never been well prepared for this insane AI cloud demand as it is today. 2026 will be WILD!

$NBIS $IREN Given the market concerns on AI debt, it won't be that easy to raise $2B debt with favorable terms. Given the environment, it appears to be really smart and beneficial for $IREN to have that massive front loaded cash infusion through that MSFT deal. Today's NBIS

Great podcast giving you a better understanding of the critical thought process $IREN puts into its vertically integrated HPC data centers. Everything has been done—and will be done—with an exponentially evolving AI-driven future in mind. Now think about how partnerships with

Some of these companies don’t own their own data centers. Some of the others don’t have any revenue. Be very careful lumping them all together. A few are SIGNIFICANTLY better positioned than the others. Do the work or the market will do its work on you. Same as always.

Building more houses won't work There are enough houses already 10% of US homes are unoccupied What we need is a better form of money so the wealthy can save without having to buy houses

$IREN Institutional Power Map (Q3 2025) 1️⃣ Jane Street – 12.6 M 2️⃣ FMR (Fidelity) – 8.7 M 3️⃣ Group One – 6.5 M 4️⃣ Citigroup – 6.4 M 5️⃣ Situational Awareness – 6.4 M 6️⃣ Susquehanna – 5.7 M 7️⃣ Morgan Stanley – 5.5 M 8️⃣ Citadel – 5.2 M 9️⃣ BNP Paribas – 4.8 M 🔟 Jefferies – 4.5 M

Everyone keeps talking about $IREN ‘s $9.7B deal with Microsoft. But the real story is Canada - 50MW, 98% margins, 50% pre-contracted. That’s where $IREN becomes a cash machine before Sweetwater even lights up. Others are either capacity-constrained or faces delays, $IREN

🚨 Mike Alfred: $IREN has the best site acquisition team in the space, the actual pipeline for $IREN is quite substantial. I am obviously very highly biased too. Yet, I see that the market liked $IREN quarter and guidance more than $NBIS and $CRWV. $IREN received the highest

Boots on the ground IREN - still can’t get over the scale of Childress… 🤯🤯🤯 $IREN

🚨 $IREN contracted 16% of its power capacity. $NBIS contracted every single watt. That’s why they missed. $IREN holders think it’s bearish for $NBIS given they don’t have enough capacity when the AI high demand is staggering. $NBIS holders think it’s bearish for $IREN given

You are not entitled to anybody else's money If you think you can redistribute somebody else's wealth, or that somebody is coming to save you, you deserve to be broke The only way to STOP being broke is to create value for other people

$IREN A lengthy analysis by JPMorgan Chase & Co. said that more than $5 trillion is set to be spent on global data center and AI infrastructure and related power supplies over the next five years. According to the company's base case analysis, 122GW of data center capacity is

🚨 $NBIS announced yesterday that it contracted its entire power capacity. Today, Morgan Stanley warns of US power shortage for data centers. $IREN CCO states a few days ago in his interview with the IBD that “If you’re starting from scratch, you’re looking at only being able

🎯“Bitcoin and AI are converging faster than anyone expected” … energy is becoming the real denominator. SightBringer