John @YieldFrost

Min Woo Lee who wears $IREN on sleeve, is leading The Tour Championship!! Think about that!!

@pulte Transferrable with a +1% fee?

@elonmusk But YOU'RE the smartest person

Love me some, @SecScottBessent. 😊

Wall St Engine @wallstengine

2 days ago

U.S. Treasury Secretary Bessent on yen intervention: “I am the house now.” “I have pretty good insight into what the Japanese, what the Bank of Japan is going to do.” “And you can bet against me if you want.”

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Encouraging update on $SOFI member health from CFO Chris Lapointe today: "Our members are very healthy and performing in line with expectations... everything's performing in line to better than expected from a consumer credit perspective. We're also seeing really good spend behavior across our entire membership. We reported $28B in annualized spend across our debit and credit products, and we don't see that slowing down here in Q3. Overall, our consumer remains extremely healthy, spend behavior is really robust, and losses and delinquencies are performing in line to better than expected." Great to hear.

@chad_ventures Aren’t they a Sydney Sweeney away from turning this around?

🐾Dachshund Grooming Hammock..🥰❤️💞 Get yours now :👇libopaws.com/collections/da…

NYC having a Muslim mayor on the 25th Anniversary of 9/11 is an absolute disgrace and a spit in the face to every victim. Every single New Yorker should be ashamed

@nflrums His dad was incredibly talented.

@cantonmeow Hakuna Matata!

This week, mortgage rates hit highs not seen in some time. This makes owning a home increasingly unaffordable for average Americans. So, we accelerated our timelines on shipping a product out of beta. Need a bit of time to finish one last thing and for the PR to merge.

@SelfMadeMastery Find the right people on X and it's easy. Thank you @mikealfred

Just terrible. At least we don’t have to hear from some defense attorney and liberal women supporters about how her murderers mental illness and harsh upbringing lead her to do this. Good job by the NYPD.

Disclose.tv @disclosetv

a week ago

NEW - Bank of America vice president Erin Piacenti, stabbed to death in yesterday's Times Square knife attack that also wounded another person and ended with the suspect shot dead by police — Bloomberg

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@anyatrades Everything looks beautiful there!

@cantonmeow Hakuna Matata!

WATCH: IREN’s @danroberts0101 talks with @MorganLBrennan on CNBC's Morning Call. Airing live on Tuesday, September 1 ~5:15am ET.

@cantonmeow Hakuna Matata!

Moving from $18 billion per GW with Hopper to $40 billion with Rubin represents more than a 2.2X increase in revenue density from essentially the same amount of infrastructure. $NVDA @cvpayne

Beth Kindig @Beth_Kindig

2 weeks ago

Glad to be back with @cvpayne to discuss $NVDA after Q2’s report. In the clip below, we unpack one of the most important shifts happening in Nvidia’s business – and the mind-boggling stat that explains why $NVDA growth will remain stronger than the Street expects.

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I think the $25-$30b capex figure could have been better communicated at the EC. The real funding “gap” is just $3-$8b once you account for customer prepayments & GPU related financing. Yet nowhere on the presentation slide was that figure highlighted. The figure with the largest font and most visual presence was the $25-$30b capex headline, which is what most people naturally gravitate towards if you highlight it in that way. And since $IREN is perceived as this dilution machine, many investors predictably jump to the wrong conclusions as a result. This might appear trivial but you gotta understand that $IREN is looked upon with a great deal of skepticism from Wall Street and investors at large. We can argue about why that’s the case, but it’s irrefutable. MS doesn’t even cover you guys, while JPM just recently published a terrible report on $IREN. I have come across plenty of anecdotal testimonials from Wall Street folks who claim most of their colleagues don’t take you guys serious at all. If that’s the setup you are facing, you should go above and beyond to “own the narrative” and spoon feed the market. Don’t leave anything up for imagination, because most investors will assume the worst. This also relates to IREN’s consecutive ARR misses at Prince George that have gone completely unaddressed by management. As a result the wide spread perception is that IREN isn’t up to par with the rest of the industry and is perceived as “slow” or unreliable in terms of giving guidance. Same story for the H1 delivery delay that originally was targeted for Q2. The irony is that hidden in the recent 10k filing you named “delays in NVIDIA related equipment” as the reason for the H1 delay. Why wasn’t that communicated to investors as early as the May EC, when you moved the Horizon delivery timeline up one quarter? I understand that you don’t want to throw your supply chain partners under the bus, but not saying anything is even worse. The market is skeptical and a complete lack of transparency on these matters REALLY doesn’t help. $IREN continues to fall short on the IR / comms front. I (and many others) have raised that issue for over a year and nothing has changed since. From an optics / IR perspective, $IREN is bottom of the barrel, which is a shame since it has all the right ingredients to craft a much stronger investor perception. I think when the stock rallied aggressively last year, you mistook that for your IR / comms effort working. That was clearly not the case. 2025 was a retail driven rally spearheaded by a vocal retail shareholder base that spread the good word on your behalf. It’s getting painfully obvious to anyone, but $IREN management themselves, that IR has to step up its game. OWN THE NARRATIVE!

@AtlasShrug1 @ChairmansLedger Wow!! Excellent Sunday conversation. Thank both of you. Getting mega alpha while watching Dodgers!!