PANIC SELLER VS BIG INVESTORS.

At CES this year. Seeing how ‘clean’ the new Vera Rubin design is in person is incredibly impressive [photos of Blackwell GB300 and Vera Rubin + rack] (see the removal of electrical harnesses, etc). I asked the NVIDIA rep ‘I hear there is a limitation on how many AI factories

Chicago Chief Snelling with some sound advice to “legal observers!” 🔥

Those who say vs those who do $iren 𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 is back with more alpha via his 🖇️👇 My favorite part of his deep dive are comments related to construction prowess related to a conversation with Marbles on Spaces and supported by Frans Bakker satellite

"ai bubble" was a bubble

ATL Fed's latest GDP forecast is not only a blistering 5.3% for Q4 but the growth is coming almost entirely from the productive private sector, not government:

Took a big swing this week. Missed. Would do it again.

The $IREN Thesis: The Billion-Dollar Power Arbitrage The Misread: The market still labels $IREN a Bitcoin miner. Wrong. $IREN is a “Digital Power Utility” that spent six years hoarding 3GW of grid-connected energy while everyone else chased freakin’ NFTs. Why Bitcoin: It was a

$IREN trades like it's sector, but it’s not run like other companies in the sector. No hype, no constant “updates” just execution. When the market figures that out, the re-rate won’t be gradual. It will be violent. Patience and conviction is the cost of entry. Few.

So $WULF will get some power, that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too bad the PSO doesn't disclose their customer names! Oh well! Wen deal?

$AMZN $GOOGL $MSFT $META This feels like 2021 all over again, except for 1 major caveat. In 2021, all the MAG7 names were fighting for people and they all over hired. It got to the point we started to see those “day in the life” videos with a bunch of useless Product managers

So Goldman Sachs underwrote $iren convertible notes in December and grew their position after seeing behind the curtain. The downgrade in 🎯 from 39 to 37 is noise. Truth is they are likely buying more near the direct equity offering price of $41 for their clients before a new

$iren Order of Operations for a Path Forward Most of us reading this want $iren to be a $100B company tomorrow with pleas to management of “Wen deal?” but take a step back and realize that perceived lack of urgency fails to acknowledge the work that’s being done in the

Check out my guy Michael Turner hilarious special just dropped! youtu.be/tjb2jLjcnxA?si…

Jack Hughes with an all-time quote after his all-time moment in the Olympics 🙌🥇

x.com/i/article/2025…

Funny seeing the comments about $IREN's $6B ATM 😄 I've literally seen this movie before. When $IREN was a ~$2B market cap company they announced a $1B ATM. Same exact reaction: dumb money panicked, stock took a hit, smart money loaded up. The stock went up almost 10x. Here's

Daniel Koss “Grid connected and contracted power are NOT moats” tell that to CoreWeave. They had $66.8B in backlog and “Leadership + Talent” too. Then ONE contractor delayed 5 sites because they couldn’t get power connected on time. 16% crash. Guidance cut from $5.15-5.35B to $5.05-5.15B.

“One of the loudest booths at GTC…bought years of brand exposure” $IREN is making moves at GTC. Congrats to the Marketing team sounds like personalized water bottles were a hit! Congrats IREN