Simi @SimibimiS
Joined October 2026-
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Following34
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@jiahanjimliu Europe is great. Just the political system in EU works for reelection. This creates only short term populist political decisions. My humble opinion the EU lacks real leaders and our politicians are not smart. They govern trough ideology example green ideology.
@jiahanjimliu @elonmusk He is destroying competition. Improving pricing power for everybody. That sad i will go crazy on IREN bellow 20.
@DeepValueBagger @TrinityInvests Warsh not listening to Trump.
@ulfposh The CDU doean't care. They are clueless. Look at von der Leyen deserves a Nobel peace prize because of what she did to the german army. You are giving this people to much credit.
@jiahanjimliu @matt_solomon10 Same. Have some left if we see 18.
@matt_solomon10 Great breakdown. One check: the A-rated MSFT facility and the $2.4bn Blue Owl loan are both senior secured on the GPUs and contract cash flows, so the free pool is smaller than all assets. $IREN
🇪🇺 Europe regulates 🙁 🇺🇸 America innovates 😁 Writer: Michael
Capitalism vs. Socialism
Pro business vs Socialisme.
@Joseph_Invests Maybe a better way to put it: with cash about equal to debt, EV is about $10bn, roughly 2.5x the $4bn contracted ARR for 2026 capacity. If Horizons 2-4 land, that is the margin of safety. $IREN
@jiahanjimliu Good point that tighter money shuts the marginal builds first. The same squeeze also hits demand.
@jiahanjimliu Agree $NVDA is pushing open models plus an open inference stack . But it runs on every cloud, AWS to ORCL. If anything it commoditizes the software and rewards cheap power. How are you weighing it?
@BlackPantherCap Does anyone know if the $1B and $3B $IREN converts came with prepaid forwards too, or only capped calls? That changes how many shares this vote can actually retire.
@sami_igood @AnthropicAI Items 2-3 aren’t a new buyback: they let the convertible-note hedges (prepaid forward, capped calls) settle in shares instead of cash, which trims dilution.
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