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FreeFromMatrix

@ViralMuzik1989 • 3,652 subscribers

AI infra investor | Not Financial Advice £0 → £450K in 2.5 yrs Tracking data centre & HPC plays ( $IREN $CIFR $ONDS) London 🇬🇧 | Tech + markets

Shorts

Hear from Dan on why $IREN has an advantage over $CRWV & $ORCL 👀 Everyone can buy GPUs. Not everyone has the power + land + data centres already secured. IREN’s answer when asked about competing with CoreWeave & Oracle: “We’ve got the data centers, we’ve got the power and land today. We are actively installing these GPUs every day.” That distinction matters. $CRWV and $ORCL are racing to secure the infrastructure needed to meet AI demand. $IREN already has the infrastructure now it’s filling it with GPUs.

Hear from Dan on why $IREN has an advantage over $CRWV & $ORCL 👀 Everyone can buy GPUs. Not everyone has the power + land + data centres already secured. IREN’s answer when asked about competing with CoreWeave & Oracle: “We’ve got the data centers, we’ve got the power and land today. We are actively installing these GPUs every day.” That distinction matters. $CRWV and $ORCL are racing to secure the infrastructure needed to meet AI demand. $IREN already has the infrastructure now it’s filling it with GPUs.

28,795 просмотров

$IREN holders waking up and realising the transformation 😂 From BTC miner → AI data center → full-blown AI infrastructure platform deeply embedded in the NVIDIA ecosystem. We have come a long way 🥲

$IREN holders waking up and realising the transformation 😂 From BTC miner → AI data center → full-blown AI infrastructure platform deeply embedded in the NVIDIA ecosystem. We have come a long way 🥲

108,131 просмотров

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Citadel CEO - Ken Griffin just explained why power is the moat in the AI race. "Build the corresponding power generation... then build that damn data center in America." Still wondering why Citadel wanted Leopold's NeoCloud portfolio? 👀 $IREN has been executing this strategy for years. • 🇺🇸 Building AI infrastructure in America (Texas) • ⚡ ~6GW of secured power • 🔌 Grid-connected sites with critical infrastructure already in place

Citadel CEO - Ken Griffin just explained why power is the moat in the AI race. "Build the corresponding power generation... then build that damn data center in America." Still wondering why Citadel wanted Leopold's NeoCloud portfolio? 👀 $IREN has been executing this strategy for years. • 🇺🇸 Building AI infrastructure in America (Texas) • ⚡ ~6GW of secured power • 🔌 Grid-connected sites with critical infrastructure already in place

139,111 просмотров • 15 дней назад

Tom Lee on CNBC says we've seen this movie before. He compares today's AI skepticism to 1994–95, when investors questioned whether Cisco and the internet buildout were sustainable. If he's right, companies building the AI infrastructure $IREN, $NBIS, and $CIFR may still be in the early innings. His view? • AI remains in very good shape. • Hyperscaler AI spending is unlikely to slow. • Recent consolidation is more about market positioning than a broken AI thesis. History doesn't repeat, but it often rhymes.

Tom Lee on CNBC says we've seen this movie before. He compares today's AI skepticism to 1994–95, when investors questioned whether Cisco and the internet buildout were sustainable. If he's right, companies building the AI infrastructure $IREN, $NBIS, and $CIFR may still be in the early innings. His view? • AI remains in very good shape. • Hyperscaler AI spending is unlikely to slow. • Recent consolidation is more about market positioning than a broken AI thesis. History doesn't repeat, but it often rhymes.

73,163 просмотров • 21 дней назад

AMD CEO Lisa Su: “Our data center business is accelerating and growing well over 100% as we go into 2027.” 👀 $IREN at $300 by 2027 isn’t as crazy as it sounds. The market is currently valuing $IREN at roughly 3× its ~$4B ARR target. If AI infrastructure demand keeps compounding and GPU rental rates remain strong, $10B+ ARR by 2027 doesn’t look unrealistic. In a bull-case scenario, if higher GPU pricing and increasing power scarcity push that to $15–20B ARR, then applying a 6× ARR multiple implies a ~$120B valuation. That’s roughly a 10× increase from today’s market cap, or approximately $250–300 per share, depending on the fully diluted share count. The question isn’t whether AI demand is coming. It’s whether the market is still underestimating the companies building the infrastructure.

AMD CEO Lisa Su: “Our data center business is accelerating and growing well over 100% as we go into 2027.” 👀 $IREN at $300 by 2027 isn’t as crazy as it sounds. The market is currently valuing $IREN at roughly 3× its ~$4B ARR target. If AI infrastructure demand keeps compounding and GPU rental rates remain strong, $10B+ ARR by 2027 doesn’t look unrealistic. In a bull-case scenario, if higher GPU pricing and increasing power scarcity push that to $15–20B ARR, then applying a 6× ARR multiple implies a ~$120B valuation. That’s roughly a 10× increase from today’s market cap, or approximately $250–300 per share, depending on the fully diluted share count. The question isn’t whether AI demand is coming. It’s whether the market is still underestimating the companies building the infrastructure.

42,353 просмотров • 12 дней назад

$IREN Who do you listen to, Wall Street or Tech CEOs? Morgan Stanley’s Andrew Slimmon made it clear: “You have all the smartest guys in technology land. They’re saying the demand for compute is way ahead of supply and we’re going to invest to take advantage of that. So, who do you bet on?” Tech leaders are doubling down on AI capex because demand is exploding. FYI Morgan Stanley has approx $180M exposure on $IREN

$IREN Who do you listen to, Wall Street or Tech CEOs? Morgan Stanley’s Andrew Slimmon made it clear: “You have all the smartest guys in technology land. They’re saying the demand for compute is way ahead of supply and we’re going to invest to take advantage of that. So, who do you bet on?” Tech leaders are doubling down on AI capex because demand is exploding. FYI Morgan Stanley has approx $180M exposure on $IREN

58,030 просмотров • 1 месяц назад

$IREN Horizon H1 buildout timelapse 🔥 Just look at the absolute scale of this thing. This is just 50 MW of the total 200 MW of Microsoft-contracted AI power. It looks like this in real time. FYI IREN has 6GW of secured power.

$IREN Horizon H1 buildout timelapse 🔥 Just look at the absolute scale of this thing. This is just 50 MW of the total 200 MW of Microsoft-contracted AI power. It looks like this in real time. FYI IREN has 6GW of secured power.

32,284 просмотров • 29 дней назад

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