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Congratulations, $CIFR holders

Should be interesting to see how this plays out. Good luck, Duncan.

$IREN's Next Step into Multi-Cloud (Many of my post long but all are hand written. This one is my coup de grâce.) Everyone is speculating on whether IREN’s next customer is Google, Meta or some other hyper-scale company. This is not the way to look at it. The first step to

IBD 50 List. Week of September 29, 2025. 1) $IREN stays on top, holding the number 1 spot for the third week in a row. 🧐 Other notable top 15 stocks: 3. $PLTR 8. $HIMS 9. $HOOD 15. $SYM - new entry. 👀

Spent two hours with Tyler Page — came out fully convinced $CIFR is heading to triple digits. 1️⃣ Hyperscalers are fighting over energized capacity as AI demand explodes. 2️⃣ Hundreds of MWs ready NOW for rapid deployment. 3️⃣ Morgan Stanley emerging as a key capital & strategy

Anyone who argued that $IREN was at a structural disadvantage compared to $CRWV and even $ORCL was willfully blind to the obvious consequences of vertical integration. Take the $MSFT-$NBIS deal for example. Assume MSFT is paying NBIS $17.4B to use 300MW of GB300s over 5 years.

This is BEYOND insane: AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage. Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030. What does this mean? Let us explain. (a thread)

$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!

Roth sees no impact to $IREN from new proposed DC power rules in BC. tipranks.com/news/the-fly/r…

Just added an $IREN investment research deep dive to my gumroad. I now have two main deepdives available, one for $IREN and one for $BMNR. You can check the here: investmentgems.net/research-repor…

The overhyped asset lite neoclouds have zero chance of being competitive long term with the best in class vertically integrated cloud offering. This is not opinion, it’s hard math and physics. If other investors can’t do math, it’s not my issue. They will learn this the hard way.

Holy shit

Vertical integration is worth ~1200 bps in operating margins to AI neoclouds, per Bernstein. Raises $IREN PT from $75 → $125. Bernstein model implies project EBITDA ROIC ≈ 24%, unlevered IRR ≈ 9% (~11% after tax shield). No salvage value for GPUs assumed in their model.

Bruh....

$IREN upgrade from Compass Point $50 --> $100

Hmm... $IREN ensuring a market co-lo rate in all deals, attracting GPU financing terms "enhanced by Microsoft credit" and achieving co-lo levered IRRs between 25%-35%+ by applying leverage to ~$1bn equity funding requirement. CSP returns will be higher. Sounds familiar. Know

Lol… so Reggie Smith’s (Jp Morgan) best trade over the last three years has been trading in and out of IREN (197% return). After the last earnings call, he sold and slapped a $24 downgrade on the stock clearly hoping to scoop it back up cheaper. Fast-forward to today’s 13F