During $IREN ’s earnings presentation, I was surprised to hear Daniel Roberts say, “Bare metal is better. The vast majority of GenAI workloads don’t need virtualization. They need direct access to resources to run training, inference, and experimentation with maximum

$CIFR Barber Lake Update 🔥 Cipher Mining announced their August monthly update yesterday. The focus of this report was on Black Pearl, which is currently bringing in almost 40% of the total BTC mined by the company. With all the focus on Black Pearl, but a lot of buzz in the

Must Read: MW Breakeven for $iren If you missed the Kamahsutra post 👇, I highly recommend to learn more The man has a full time job and family but dedicates his sleep time for $iren I personally took his assumptions and created my own schedule to match his breakeven of

Moonshots has become my #1 podcast and they are so close to connecting the dots on $IREN: Every $IREN holder should listen to minutes ~9-21 of their latest pod (linked below). They discuss the importance of 1 GW+ datacenters (which will only get more important post Grok 5

Now I know the parabolic 6 months of the cycle are starting! $IREN $CIFR $WULF $HUT $HIVE $APLD $CORZ $BBAI $UPXI #BTC $MSTR $SOL $ETH

Digging deeper into $IREN. CTO Denis' experience with building Tier-3 datacenter is a good sign. FYI Tier-1 is the lowest level (no redundancy), and scales up to Tier-4. I also liked his interview which show depth of knowledge and experience. youtu.be/Ps-2ITB6kD0?si…

My long-term portfolio: 1. $HIMS - The future of healthcare/wellness 2. $IREN - GPU as a Service 3. $ONDS - Drones as a Service 4. $RR - Robotics as a Service 5. I’m looking for a space stock with a market cap under $10B. If I can’t find one, I’ll go with either $RKLB or $ASTS.

$IREN $CIFR $WULF $HUT $GLXY $CORZ Don’t forget to take some profits on the way up. Dry powder eases the pain of inevitable corrections.

Blocked by Josh Man for telling him his latest troll engagement and shitposting about MSTR was "getting a bit tedius". Am I wrong in thinking that he used to spit alpha fire but this recent slap fight is an obvious waste of his time and brilliance ?

Introducing IREN2026⚡ What is it: A simple tool to calculate implied $IREN share price by end of 2026 based on your set of assumptions. Where to find it: iren2026 dot com (also linked in comments) Why I built it: $IREN is in transition from BTC miner to AI neocloud, making

This chart is showing that money market funds, basically cash parked in ultra short instruments have swelled to an all time high of $7.4 trillion. We only see buildups like this when investors want yield but don’t want to take on duration or equity risk. It happened after the dot

The BLS is set to report on Tuesday at 10 am its preliminary estimate of the upcoming benchmark revisions to payroll figures covering the 12-month period ending in March Q: Why does the BLS do this? The Labor Department publishes estimates every month on how many jobs

$IREN $BTDR $HIVE BTC mining/AI-HPC panel Mike Alfred lays out an excellent case for IREN to be best in class AI NeoCloud (1:40:00) and his thoughts about investing in this sector

$IREN's Unique IaaS Proposition: Infrastructure-Heavy, Hardware-Light Yesterday during the Orange Group panel at Pubkey in NYC, Mike Alfred explained that one of IREN’s unique advantages compared to other neoclouds is that, by leasing the chips instead of buying them, they are

Producer Prices: What They’re Really Telling Us About the Economy The August PPI report shows headline producer prices slipping by 0.1%, which looks like cooling inflation. But dig a little deeper and it’s more complicated. Core PPI, which strips out food, energy, and trade

IREN’s FMV Lease Model as a Strategic Differentiator (courtesy of ChatGPT) IREN has emerged as a first mover in structuring fair market value (FMV) leases for GPUs, a financing mechanism almost unheard of in the cloud infrastructure sector. Whereas competitors such as CoreWeave

My mental model for understanding $BITF is that it is the youngest brother, with $IREN being the oldest and $CIFR the middle. No offense to BITF, but it is not as impressive or talented as its siblings. That said, it has the unique advantage of learning from their examples, and

Thoughts on $IREN and $CIFR I think the main attraction of CIFR is: 1. They are at 3.9B compared to IREN's 8.9B market cap. Expectations are lower and it's easier to grow from a smaller market cap. 2. Colocation opportunity for Barber Lake - alot of people are thinking that

$IREN Sweetwater 1 Interconnection PROOF Today I was notified of a new hit on a interconnection schedule by ERCOT earlier this year. Before we get to the best part, I found something which serves as an interesting point of reference. In the file I found more information about

$IREN 👀