MacroReSurf (@macroresurf) 's Twitter Profile
MacroReSurf

@macroresurf

Macro focused surfer investing mainly in tech, investment companies and Bitcoin

ID: 1333387663999692802

calendar_today30-11-2020 12:29:37

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good girl (@goodgirlxsz) 's Twitter Profile Photo
good girl
@goodgirlxsz

5 hours ago

🔥Telegram İfşa

Shay Boloor (@stocksavvyshay) 's Twitter Profile Photo
Shay Boloor
@stocksavvyshay

a month ago

DETAILS BEHIND THE $10B $IREN + $MSFT AI CLOUD DEAL The build is structured in four 50MW phases through 2026 using liquid-cooled racks rated between 130 & 200 kilowatts each. Microsoft made a 20% prepayment that will be credited in years three to five. All-in capex of ~$15M

DETAILS BEHIND THE $10B $IREN + $MSFT AI CLOUD DEAL The build is structured in four 50MW phases through 2026 using liquid-cooled racks rated between 130 & 200 kilowatts each. Microsoft made a 20% prepayment that will be credited in years three to five. All-in capex of ~$15M
Raoul Pal (@raoulgmi) 's Twitter Profile Photo
Raoul Pal
@raoulgmi

20 days ago

So now the US Gov has reopened, what's next? Expect a few days for TGA spending to begin to significantly add to liquidity and should persist for several months. Obviously, QT ends in Dec and the balancesheet will crawl higher. We should see the dollar begin to weaken again.