Dano @MegaManBTC

things I can’t control / what retards want me to worry about: Deepseek AI Bubble Private Credit Iran Oil ATM Jim Chanos Dilution Asset lite Saylor liquidated Management enrichment schemes 4 Year Cycle Layoffs Late cycle Capex hamsterwheel “Bitcoin is going to $16k” — Things I can control: 1) position size 2) time horizon 3) my time 4) my attention Looking forward to the next 10x Few

Join Patrick Fleury, CFO @TeraWulfInc on the @power_analys1s podcast tomorrow for more @AnthropicAI deal details!!! 👀👀👀 $WULF

McNallie Money @McnallieM

4 days ago

🚨 @TeraWulfInc signs 20-year @AnthropicAI lease at Justified Data campus — ~$19B contracted revenue 🚨 ⚡ ~$19B contracted revenue — 20-year lease with @AnthropicAI at the Hawesville, KY campus, expected supported by investment-grade credit ⚡ ~401 MW critical IT load —

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$IREN Weekly Space - Open Mic x.com/i/spaces/1yKAP…

If you think home prices crashing is bad, you have fiat brain. Homes are consumer goods and the cheaper they are the better. You only think of them as an investment asset because your money is broken & you have never known savings.

Hedgeye @Hedgeye

5 days ago

China's Real Estate Market has erased all gains from the last 20 years

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I'm currently typing up a very comprehensive piece on $IREN's recently disclosed RSU package for the company's Co-CEOs. It's a controversial topic right now, and I have a lot to say. I'll post it in a couple of hours on Substack, accessible to all subscribers, including FREE ones. I just prefer Substack's format for longer pieces like this one. Once it's up, I'll make an announcement here on X and share the link. On a side note: we'll be releasing our long-awaited $NUAI deep dive TOMORROW, also on Substack for paid subs. My business partner and I have worked on this piece for a very long time, and I have no doubt it'll live up to expectations.

Great to welcome Kambiz and Michael to IREN. Two exceptional operators joining as we scale across all three layers: data centers, compute and software. Excited to build alongside them.

IREN @IREN_Ltd

a week ago

IREN welcomes Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development Officer. These appointments bring additional depth to IREN's product and development teams as we continue to expand our AI Cloud offering across new markets and services. Together,

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I respect @bitcoinbutcher1 a lot. His decision comes as a surprise, but I understand his sentiments. I hope to see you in one of the Sunday night spaces as a guest speaker mate, your wisdom as $CIFR holder is welcome regardless of your $IREN position. As for me, I'm not f*cking leaving. Multiple calls scheduled with IR in the coming week, and I will do my best to get @danroberts0101 on a space this month. Have a great weekend fam 🫡

₿itcoin ₿utcher 🥩 🐑 🐷 @bitcoinbutcher1

a week ago

I sold my $iren this morning premarket and have reallocated to $nuai $wulf $cifr Right now I’m focused on my 4th of July holiday business and will follow up with a space or post to give more detail to those at are concerned with the reasons

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$IREN: Performance Target for CEO RSU Compensation - Calling All Retail I support @neel_epochal's call that we need to attach a performance target for each of @danroberts0101's and Will's 9.1m share compensation package. I believe in $IREN hitting $150, shouldn't Dan and Will? If Dan and Will do what they claim, then $150 is a nothing burger. Even by 2027 when their first tranche vests. Can Dan and Will please consider adding a $150 stock price target as a performance metric for their RSU compensation package? This will instill confidence in retail that has supported them for years. I am a small retailer with 37.2k shares. I can confirm @neel_epochal has 703k shares. There are significant retail whales with one person at 3m+ common shares. Can we get @leopoldasch whose fund owns 11m shares to support this? Poll in quoted post since X didn't let me attach poll to long post.

Jim Liu @jiahanjimliu

a week ago

Should $IREN CEO RSU Compensation Package be tied to $150 Stock Price?

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OnlyFrans Subscriber Space 7/2/2026 x.com/i/spaces/1RJjp…

Despite the loudest $NBIS bulls all blocking me a while back, there are still some of you in my comments. Look I appreciate the attention, but I have weathered the $CLSK storm in 2024, and those investors actually did their homework. So if you think that calling me dumb or misleading for looking down on the top-down approach from the former Russian search engine engineers turned aspiring AI infrastructure experts, try to do some research besides quoting YTD performance. Thank you for your repeated attention and hateful loyalty. Long $IREN

Congrats @IREN_Ltd hopefully a sign of things to come... 😉😉😉 $IREN $NVDA

NVIDIA AI Infrastructure @NVIDIAAIInfra

a week ago

👏 Congratulations to @IREN_Ltd on achieving NVIDIA Exemplar Cloud status on NVIDIA HGX B300 for training workloads. This validation reflects close engineering collaboration and gives enterprises confidence that demanding AI training workloads can perform at scale on IREN’s AI

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NVIDIA independently validated our B300 training performance across their benchmark suite, a status only a few achieve. Design, networking, software and operations tuned as one system. Owning the data centers, not renting them, helps keep cloud performance repeatable at scale.

IREN @IREN_Ltd

2 weeks ago

IREN has achieved @nvidia Exemplar Cloud status on NVIDIA HGX B300 for training workloads. This status confirms that IREN's infrastructure performs within NVIDIA's reference performance targets across its full suite of benchmarking recipes, validated against NVIDIA reference

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IREN has achieved @nvidia Exemplar Cloud status on NVIDIA HGX B300 for training workloads. This status confirms that IREN's infrastructure performs within NVIDIA's reference performance targets across its full suite of benchmarking recipes, validated against NVIDIA reference architecture. "IREN's achievement of NVIDIA Exemplar Cloud status reflects deep engineering collaboration between our teams and the quality of infrastructure behind IREN's AI Cloud, giving enterprises confidence to run their most demanding training workloads at scale." — Warren Barkley, VP Product Management, NVIDIA Read full blog: iren.com/resources/news…

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When Strategy doesn’t fail and Michael Saylor doesn’t end up in jail, a lot of these paper handed excuse for a life clowns are going to need to do an extensive apology tour. Will be super fun.

Set a reminder for my upcoming Space! x.com/i/spaces/1qKVm…

@McnallieM Is this the same previous deal or a new one announced today?

Let's talk about @CrusoeAI and @Meta, who have recently agreed to work together for 1.6 GW of AI capacity across two sites, of which the main one is in Childress, Texas. In early 2025, @Lancium created a reinvestment zone in Childress county, across the road from the $IREN reinvestment zone, which is currently home to Horizon 1-4, and more AI data centers to be commissioned in the coming months and years. Lancium is the powered land and abatement provider for Crusoe, as we have seen in Abilene for Stargate 1, which houses @Oracle's GB200s for @OpenAI. In the picture below, in blue, we can see the reinvestment zone that Lancium has created, and where they have received a tax abatement for 10 phases of data centers, to be rolled out over 10 years.

Shanu Mathew @ShanuMathew93

3 weeks ago

Meta has contracted ~1.6 GW of AI capacity from Crusoe across two sites (Childress TX, Warrenton MO)

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Most people do not realize how many tech giants are already deep bear market territory. Tech Stocks From Record Highs: 1. Coinbase, $COIN: -69% 2. Oracle, $ORCL: -57% 3. Salesforce, $CRM: -57% 4. ServiceNow, $NOW: -56% 5. Netflix, $NFLX: -48% 6. Palantir, $PLTR: -48% 7. Microsoft, $MSFT: -37% 8. Meta, $META: -32% 9. Arm Holdings, $ARM: -27% 10. Broadcom, $AVGO: -26% 11. Marvell Technology, $MRVL: -20% 12. Nvidia, $NVDA: -19% 13. Amazon, $AMZN: -19% 14. Alphabet, $GOOGL: -17% 15. CrowdStrike, $CRWD: -15% 16. Apple, $AAPL: -14% 17. Taiwan Semiconductor, $TSM: -12% The S&P 500 won't tell you this.

Ahoy $KEEL Mates. This is your captain speaking with a quick word from the bridge. ⚓ Today Citizens has initiated coverage with a $10 price target, making them the 11th bank to cover KEEL. Also today we received word from the docks: our new 100 MVA transformers (80 MW usable) are about ready to leave the factory and bound for the new Sharon substation to increase the site from the 30 MW today to the 110 MW contracted. Steady as she goes and full steam ahead. $KEEL

Keel Infrastructure @keelinfra_

2 weeks ago

Progress at Sharon ⚡️ One of two custom built 100 MVA transformers for our future 80 MW substation has completed manufacturing and factory testing - a key step as we advance the campus.

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