investing
@DollarCostAvg • 33,905 subscribers
Not a Financial Advisor | Researching & Investing in AI Datacenters 🏢, Robotics, Automation, QQQ, Tech & AI Health. No subscriptions, PDFs, or pump & dumps.
Shorts
Videos
🚨 BULLISH ON $MU 🚨 $MU is the only U.S.-based memory chip manufacturer with leading-edge DRAM and NAND production at scale. $SPCX Elon Musk highlighted the strategic importance of domestic semiconductor manufacturing as AI demand continues to explode. 👇. He mentioned and confirmed $MU is only Memory maker in US till 2029-2030, no other company exist till next few years 🔥🤯
investing837,965 次观看 • 1 个月前
$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
investing79,876 次观看 • 1 个月前
Adding More $IREN ✅ $IREN has already Energized ~3.0 GW of power capacity across Sweetwater, Childress and Canada at a fraction of today’s replacement cost. Chamath recently noted that building 1 GW of AI infrastructure now costs around $100B vs. ~$4B just a year ago. As AI compute demand explodes, power is becoming the most valuable asset. With ~5.8 GW already secured, $IREN’s infrastructure looks increasingly difficult—and expensive—to replicate. So $IREN at MCAP at 18-20 Billion Extremely Undervalued ✅
investing26,107 次观看 • 1 个月前
$IREN Liquid Cooling uses a very minimal amount of water, which can be reused for up to a year, as explained below. This would be very useful for Oklahoma Site. $IREN team has been explaining throughly to public during meetings and it was very much appreciated and well received. “We fill the system with water once, and on an annual basis, we use about the same amount of water as a single-family home.” I also recommend watching Apoorv’s clip that I shared earlier on my feed.
investing44,175 次观看 • 3 个月前
🔥 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 👇
investing13,441 次观看 • 10 个月前
没有更多内容可加载