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Not a Financial Advisor | Researching & Investing in AI Datacenters 🏢, Robotics, Automation, QQQ, Tech & AI Health. No subscriptions, PDFs, or pump & dumps.

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$IREN BUILDING THE BIGGEST AI DATACENTER IN THE USA 🇺🇸. EVERY MAG7 + AI COMPANIES INCLUDING ANTHROPIC + OPENAI NEED MW TO GROW. $IREN HAS IT ✅ EXPECTING 80-100s IN MARCH, IF DEAL IS ANNOUNCED POSSIBLE BEYOND 100 + AND OVERTAKE $CRWV.

$IREN BUILDING THE BIGGEST AI DATACENTER IN THE USA 🇺🇸. EVERY MAG7 + AI COMPANIES INCLUDING ANTHROPIC + OPENAI NEED MW TO GROW. $IREN HAS IT ✅ EXPECTING 80-100s IN MARCH, IF DEAL IS ANNOUNCED POSSIBLE BEYOND 100 + AND OVERTAKE $CRWV.

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🚨 $IREN CEO DROPPED A HINT Last year That 1.4 GW WILL BE WITH one of the MAG 7 👇 “Two hours ago we got an email from a TRILLION-DOLLAR HYPERSCALER… They are now INTERESTED IN OUR SWEETWATER DATA CENTER.” Let that sink in. 👀 1. SWEETWATER = 1.4 GW Energization in 3–4 months. At the moment , ZERO other data centers in the U.S. bring this much raw power online this fast. 2. CHILDRESS = Another 300–450 MW - Horizon 4-5, Still available. Still unannounced. Expect CRAZY NEWS in the weeks ahead. If a trillion-dollar hyperscaler plugs into Sweetwater, $IREN becomes a top-tier U.S. AI-compute player Soon. Now I wonder Who’s the trillion-dollar hyperscaler? 🤔 $GOOG $GOOGL $AMZN $MSFT $META $ORCL $NVDA $AMD All of them NEED multi-hundred-MW blocks right now. Only $IREN can deliver 1.4 GW on a single energization event. $cifr $wulf $nuai $nbis

🚨 $IREN CEO DROPPED A HINT Last year That 1.4 GW WILL BE WITH one of the MAG 7 👇 “Two hours ago we got an email from a TRILLION-DOLLAR HYPERSCALER… They are now INTERESTED IN OUR SWEETWATER DATA CENTER.” Let that sink in. 👀 1. SWEETWATER = 1.4 GW Energization in 3–4 months. At the moment , ZERO other data centers in the U.S. bring this much raw power online this fast. 2. CHILDRESS = Another 300–450 MW - Horizon 4-5, Still available. Still unannounced. Expect CRAZY NEWS in the weeks ahead. If a trillion-dollar hyperscaler plugs into Sweetwater, $IREN becomes a top-tier U.S. AI-compute player Soon. Now I wonder Who’s the trillion-dollar hyperscaler? 🤔 $GOOG $GOOGL $AMZN $MSFT $META $ORCL $NVDA $AMD All of them NEED multi-hundred-MW blocks right now. Only $IREN can deliver 1.4 GW on a single energization event. $cifr $wulf $nuai $nbis

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$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure

$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure

78,506 просмотров • 9 дней назад

Multiple signals by Chamath. $IREN DEAL IS GOING TO BE MASSIVE. $IREN will become Industry Standard of AI Cloud Datacenters. $NBIS $MSFT $APLD $WULF $CRWV $MVDA $KEEL $GLXY $META $GOOG $AMZN

Multiple signals by Chamath. $IREN DEAL IS GOING TO BE MASSIVE. $IREN will become Industry Standard of AI Cloud Datacenters. $NBIS $MSFT $APLD $WULF $CRWV $MVDA $KEEL $GLXY $META $GOOG $AMZN

311,380 просмотров • 2 месяцев назад

$CIFR + $IREN ✅ I AM NOT FKN LEAVING !!

$CIFR + $IREN ✅ I AM NOT FKN LEAVING !!

23,968 просмотров • 4 месяцев назад

🔥 Tyler on $CIFR’s Direct Compute Vision When asked about direct compute, Tyler revealed they’re exploring a 56 MW GPU pilot program. He’s evaluating options to rent, lease, or return GPUs for credit — a model that keeps hardware fresh every few years. But he emphasized one thing: it must be profitable. Tyler’s cautious, strategic approach means he’s only expanding into areas already validated by the $GOOGL deal. 💰 If structured right, CIFR’s ARR could surge from $1 B → $2 B+ per year. ⚡️ $CIFR stands apart at the intersection of power, compute, and profitability. Backed by $1.3 B cash with ZERO interest — and led by a CEO who’s endured the harshest bear cycles — 🚀 CIFR is set for explosive growth as AI compute demand accelerates. $iren $CIFR $nbis $nvda $orcl $msft $amd 🎥 Here’s the clip where Tyler breaks it down 👇

🔥 Tyler on $CIFR’s Direct Compute Vision When asked about direct compute, Tyler revealed they’re exploring a 56 MW GPU pilot program. He’s evaluating options to rent, lease, or return GPUs for credit — a model that keeps hardware fresh every few years. But he emphasized one thing: it must be profitable. Tyler’s cautious, strategic approach means he’s only expanding into areas already validated by the $GOOGL deal. 💰 If structured right, CIFR’s ARR could surge from $1 B → $2 B+ per year. ⚡️ $CIFR stands apart at the intersection of power, compute, and profitability. Backed by $1.3 B cash with ZERO interest — and led by a CEO who’s endured the harshest bear cycles — 🚀 CIFR is set for explosive growth as AI compute demand accelerates. $iren $CIFR $nbis $nvda $orcl $msft $amd 🎥 Here’s the clip where Tyler breaks it down 👇

13,441 просмотров • 8 месяцев назад

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