
Fritz Graf
@fritzgraf1979
BTC Mining and Dogs - #MiningMafia
ID: 1462472229447421954
21-11-2021 17:26:05
7,7K Tweet
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Great to be back on Making Money with Charles V Payne and pinch hitter Cheryl Casone today talking about AI Datacenters, why $IREN and $CIFR are undervalued and ChatGPT



Mike Alfred CoreWeave is valued at ~$81B. If you value them on power deployed, that’s ~$33.75M per MW. If $IREN develops its full 3GW pipeline for AI/HPC and is valued similarly, it would be worth over $100B — or $405/share. AI infra is the new oil.



The $IREN deep dive is live. Link in bio to read it for free. Special thanks to 𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 for all his wonderful work, which has helped me learn a lot about $IREN. And thank you to all the community for sharing this investment idea with me.


Now that the budget bill has passed Congress, we can see what the projections look like for deficits, government debt, and debt service expenses. In brief, the bill is expected to lead to spending of about $7 trillion a year with inflows of about $5 trillion a year, so the debt,