HK @CompoundingX
Chronicling my wealth-building path || posting monthly updates on my portfolio breakdown! Early $HIMS and $IREN investor Joined August 2022-
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The A.I. Bubble Doesn’t Exist, The Bears Are Wrong! Time and time again I have turned on a major financial news network, listened to a financial podcast, or seen a post on X indicating that we’re in an A.I. bubble. The rapid surge in A.I. related investments and some stock…
@stocktrader989 @IREN_Ltd ⚡ As requested from @stocktrader989, the @IREN_Ltd Blended SW1 Edition Model. ⚡ This is based on the original framework that I have outlined in this previous post: x.com/TheKamaHsutra/… If Sweetwater 1, with it's 1.4 GW is to be fully monetized for GPUs, it's not likely…
@stocktrader989 @IREN_Ltd ⚡ As requested from @stocktrader989, the @IREN_Ltd Blended SW1 Edition Model. ⚡ This is based on the original framework that I have outlined in this previous post: x.com/TheKamaHsutra/… If Sweetwater 1, with it's 1.4 GW is to be fully monetized for GPUs, it's not likely… https://t.co/pGGPzLpi9i
$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…
$NVDA $AMD $IREN $CRWV While I am a super bullish AI investor, I think it is good to see the other side of the investment. You never want to be blinded by pure bullish thoughts. At the end of the day, I view investments as a probability curve, representing the likelihood of…
$NVDA $AMD $IREN $CRWV While I am a super bullish AI investor, I think it is good to see the other side of the investment. You never want to be blinded by pure bullish thoughts. At the end of the day, I view investments as a probability curve, representing the likelihood of…
👀 The staggering number of GPUs that $IREN can energize. 👀 After @IREN_Ltd Dan Roberts mentioned that only 2% of his IREN capacity could bring in a $500mil ARR, people are finally realizing the true potential of $IREN, and that full monetization of the MWs has to be above…
👀 The staggering number of GPUs that $IREN can energize. 👀 After @IREN_Ltd Dan Roberts mentioned that only 2% of his IREN capacity could bring in a $500mil ARR, people are finally realizing the true potential of $IREN, and that full monetization of the MWs has to be above… https://t.co/3zaUNLpCtL
$IREN has been been preparing this video before today's @jpmorgan Reggie comedy hour piece. It came at the perfect time, most impeccable timing to have this video out Team @IREN_Ltd !!! This video clearly shows how egregious Reggie is at adding a phantom $400mil capex to the…
$IREN has been been preparing this video before today's @jpmorgan Reggie comedy hour piece. It came at the perfect time, most impeccable timing to have this video out Team @IREN_Ltd !!! This video clearly shows how egregious Reggie is at adding a phantom $400mil capex to the… https://t.co/FUMaHh8Gh3
Okay, after several hours I understand why $IREN over $CRWV and $NBIS. Wow. I know I am late to the party on this (top 10 on my watchlist since $6), but I don't think it matters. Here are some super basic conservative numbers: 23k GPUs - $500 million ARR guide (current) 60k…
Okay, after several hours I understand why $IREN over $CRWV and $NBIS. Wow. I know I am late to the party on this (top 10 on my watchlist since $6), but I don't think it matters. Here are some super basic conservative numbers: 23k GPUs - $500 million ARR guide (current) 60k… https://t.co/Krwi3uHu6U
Now, I know $CRWV and $NBIS closed these awesome CSP deals with hyperscalers. IREN wants one too. But let's remember that there's a difference between revenue and operating profit (i.e., EBIT). I don't know CRWV's and NBIS's numbers off the top of my head, but here are IREN's:…
Neoclouds: $IREN vs $NBIS $CRWV $ORCL. In the neocloud space, there is are two main business models: bare metal vs platform as a service (PaaS). Everyone provides bare metal (a form of IaaS). NBIS, CRWV, ORCL provide PaaS. NBIS also have some SaaS like AIStudio and MLFlow while…
$IREN - As an HPC AI Data Center player plugging in your own GPUs is an important step to maximize your opportunity. It is for the brave but this is where things start to get freaking complicated. And you can’t stop here if you want to be relevant in a year. Your goal should be…
$IREN - As an HPC AI Data Center player plugging in your own GPUs is an important step to maximize your opportunity. It is for the brave but this is where things start to get freaking complicated. And you can’t stop here if you want to be relevant in a year. Your goal should be…
In January, I called $IREN, an AI datacenter company with insanely valuable assets (power/permits/compute), a "Picasso at a garage sale" and one of the best ways to hedge against AI risk. If you didn't buy it, you might think you've missed the train after it went up 336% from…
Grateful my ROTH IRA is doing amazing this year!!
Here is the $IREN inventor deck I worked on over the weekend. It pulls from my posts, other's posts, interviews and other public information. Its all there if you are paying attention: An investment opportunity of a life time. Feel free to share it. Thanks…
The best companies are the ones you don't have to justify owning. Management does it for you by executing.
@TheKamaHsutra As promised post-live space call, here's my colo valuation: x.com/doncarlos2025D…
@TheKamaHsutra As promised post-live space call, here's my colo valuation: x.com/doncarlos2025D…
From Cantor: “IREN is unique as it owns its own power and has the data center expertise to stand up its own GPU clusters, and given how much power IREN has, it could conceivably be one of the largest AI cloud companies in the world” 🎯 You heard it here first.
Demand for compute. $IREN youtu.be/2IIRef7qa_A?si…
More food for thought. A short one for your weekend reading list… This is from the August 27th MIT report: The last chart I want to leave you with this week is this one… As you know, we were one of the very few who were contrarian at the lows, citing this chart (excluding…
trying to do the righ... @trying_thing
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Jim Liu @jiahanjimliu
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D V B | DeepValueBagg... @dipvaluebagger
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Jessica @Jessy_10032
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CJ @doncarlos2025DC
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SaintTrades @TraderSaint_
777 Followers 81 Following I like looking at scanners and flow 🛰️ Ai Cloud Season ☁️ $IREN |ɴᴏᴛ ꜰɪɴᴀɴᴄɪᴀʟ ᴀᴅᴠɪᴄᴇ|
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Phillip Lord @philliplord1
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Late Stage Capitalism @GlobalCollapse
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Anand @anandragn
26K Followers 184 Following AI Engineering @ work | Stocks & Crypto | Fundamental & Technical based actionable swing/position trade ideas | No service/discord | NFA/DYOR
Jared Herling #bitcoi... @herling_jared
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HODL MODE 🚀 @H0DLR
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