Mike Alfred_ @mikeaIfred9

Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes. Joined March 2018

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Mike Alfred @mikealfred

3 months ago

Here’s a truth bomb that most investors will miss until it’s too late: IREN isn’t just working on partnerships with hyperscalers on a project by project basis. It’s also quietly and organically growing in to a hyperscaler itself.

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Mike Alfred @mikealfred

2 weeks ago

The Russell 2000 small cap index is on the verge of a major breakout from a 4+ year consolidation to all time highs. I have been warning about this for a year. When this happens, risk assets are going to go ballistic. Ignore the doomers and kid analysts. They are money losers.

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Mike Alfred @mikealfred

2 weeks ago

IREN - ALL TIME HIGH CLOSE - $33.63 +11.4% 👀

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Mike Alfred @mikealfred

2 weeks ago

OpenAI has signed a deal to spend $300B on Oracle AI cloud over the next 5 years. Where is Oracle going to get all that power and compute?

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Mike Alfred @mikealfred

2 weeks ago

I’ve spent a lot of time thinking about it this week and I am becoming increasingly convinced that CIFR will sign not one, but possibly two or more major co-location agreements across multiple sites before the end of 2025. It’s a hunch at this stage but I’m gaining confidence.

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Mike Alfred @mikealfred

2 weeks ago

If you don’t understand IREN’s cloud GPU financing advantage, you will be completely bewildered when you see where the stock price goes next. Mark it.

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Mike Alfred @mikealfred

2 weeks ago

I hate to say it but I’m pretty sure it’s true. We are only in the 1st or 2nd inning and almost nothing has even happened yet. There will be a lot more tears from the sidelined bros and shorts before this is over.

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Mike Alfred @mikealfred

2 weeks ago

What if I told you that it’s possible to get good enough at this that you never have to work for anyone else ever again. Would you be interested?

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Mike Alfred @mikealfred

2 weeks ago

Bitcoin likes the PPI

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Frans Bakker @FransBakker9812

2 weeks ago

$IREN's Unique IaaS Proposition: Infrastructure-Heavy, Hardware-Light Yesterday during the Orange Group panel at Pubkey in NYC, @mikealfred explained that one of IREN’s unique advantages compared to other neoclouds is that, by leasing the chips instead of buying them, they are…

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Mike Alfred @mikealfred

2 weeks ago

Moving and shaking.

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Mike Alfred @mikealfred

2 weeks ago

If Nebius can do it… I repeat: every single spare or idle megawatt will be employed for AI or Bitcoin. Every single one. No exceptions.

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Mike Alfred @mikealfred

2 weeks ago

Bitcoin always starts its biggest runs like this. It lulls people asleep, seemingly doing nothing for weeks, and then quietly and stealthily begins a steady climb. You look at it one day and then you blink and it’s 30% higher. A lot of normies are going to be shocked in November.

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Mike Alfred @mikealfred

3 weeks ago

Bitcoin paid for this.

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Mike Alfred @mikealfred

3 weeks ago

I have watched @Opendoor flounder over the last few years. I followed $OPEN before the IPO and even had my in laws sell a property to the company in 2020. But the company is broken and the current board has no skin in the game. I support @ericjackson. Put the man on the board!