🌮🌮🌮

$IREN Seems like Daniel Roberts may have driven home the message on energy while they were sponsoring the The All-In Podcast summit in September. “Energy will be the gating item. If you control any form of electrons you will be in a position to ask for equity, upside,

$IREN

As the reposted story shows, $CCCX is leading the quantum race real revenue, real tech. But the market hasn’t caught up. Even if quantum settles in, parity with $RGTI still puts $CCCX north of $60.

$IREN is a $100B company because of this: “All the hyperscalers and major Al labs are materially short compute, which puts IREN in a unique position given it has: 1. The land 2. The power 3. Access to capital 4. Data center expertise that could allow it to become one of the

$1.0bn $IREN convertible: • 0% coupon • No dilution until ~$120/share (100% premium) • Best priced >5yr convertible w/ no put since 2021 • Strong long-only order book • 3rd convertible issuance in 10 months Congrats to the team!

It was a 7 bank syndicate that worked on the convertible note for $IREN. Only 3 of them cover $IREN now, 4 don't. Cantor is the first to update their price target or initiate coverage. Cantor: $55 (9/22) -> $100 (10/14) ✅ Macquarie: $55 (10/9) Canaccord: $42 (9/15) Citi:

Trying to figure out how high this ~15M shares / stock price can go to? $IDR is going to be making dollar(s) per share in earnings at these gold prices. Then you look at their strategic, critical-metals projects. YEARS of hard, focused work John Swallow and team have created

$IDR

$IDR Capturing gold + rare earth metal Both trends clicking right now

$MP $IDR

$MP $IDR

$IDR gives you gold + rare earth exposure Low float

$MP $IDR

$MP $IDR

$BKKT

$ASST getting a tingly feeling on this one

This whole Zcash thing keeps getting wilder. Today I got a call from yet another billionaire who also happens to be the largest Zcash miner. He shared his entire thesis. To be 100% clear, I have not owned Zcash since 2017. I am not getting paid to post about it. But I am watching