StillMiningForAnswers @Mining4Answers
Still mining for answers, one idea at a time. 🧠 Sharing thoughts on whatever catches my eye. #Curiosity #Observations Joined September 2013-
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Alright, enough shitposting. Here's my current take on $IREN. I believe it is a matter of time for IREN's market cap to exceed $CRWV's. Until IREN accomplishes this feat, there's no point selling. That means IREN could 5x here and still be fairly valued (suggesting a mid-term PT…
$IREN is pleased to announce an expansion of its AI Cloud business. - Doubled AI Cloud capacity to 23k GPUs - Procurement of 7.1k NVIDIA B300s, 4.2k NVIDIA B200s & 1.1k AMD MI350Xs - GPUs scheduled for delivery at Prince George campus over the coming months - Raising AI Cloud…
Because the topics I will discuss in today’s $IREN's space are so complex, I am uploading my research beforehand. If it helps, copy and paste sections of my post into ChatGPT and ask it to elaborate. Executive Summary IREN’s strategy hinges on the fact that GPUs are…
$IREN ’s upcoming earnings are less about past events and more about future growth. Recent developments point to a miner-turned-infrastructure operator that is deliberately clearing the runway for large colocation and cloud wins—and doing so on a timeline that aligns with…
For the longest time, $IREN has played in bush league (i.e., a "minor" league), competing with unsophisticated, undercapitalized peers in the Bitcoin mining space. In hindsight, we know its competitive edge derives from its DNA: its leadership team. IREN’s co-founders—Daniel…
I think this is one of the best spaces about $IREN i have heard so far. If you could listen to only one, i would recommend this one. It was a treat listing to @brianfry01 talking about $IREN's journey, strategy and future.
I think this is one of the best spaces about $IREN i have heard so far. If you could listen to only one, i would recommend this one. It was a treat listing to @brianfry01 talking about $IREN's journey, strategy and future.
A little bit of backstory on Prince George expansion and @FransBakker9812 great post. $IREN has always guided 85MW at Prince George. I will give an example from their SEC filing of april 2022 (see picture and link at the bottom) $IREN finished building Prince George first 50MW…
A little bit of backstory on Prince George expansion and @FransBakker9812 great post. $IREN has always guided 85MW at Prince George. I will give an example from their SEC filing of april 2022 (see picture and link at the bottom) $IREN finished building Prince George first 50MW… https://t.co/F1bDJa4ugV
As an $IREN shareholder, my post below is why i really appreciate @mikealfred saying "As long as I am on the board, $IREN will not become another REIT" or " $IREN is quitely becoming a hyperscaler" I think every long term invester in AI infrastructure should atleast think about…
@ericjackson Beyond what's currently disclosed and contracted, there’s compelling evidence that the pipeline materially exceeds 5 GW. Multiple undeclared landholdings and site options across West Texas and neighboring states have been secured by $IREN-affiliated entities. Some are outright…
Introducing: The Bitcoin Battery. - - - This is a new Bitcoin price oscillator, envisioned as a battery. When in accumulation zones, the battery is full of potential energy. When the battery gets drained to near 0%, this is when the energy has been largely 'discharged', pushing…
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19K Followers 478 Following Teaching & building AI apps → https://t.co/4MQ9vOmIOt → Newsletter: https://t.co/3KKVcffvCf → My AI Prompts: https://t.co/6KdZMINT79
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