₿itcoin ₿utcher 🥩 🐑 🐷
@313ronnieb
Mining ⛏️ fiat by day at Detroit’s largest butcher shop and nerding out on macro and financial markets by night
Sum of the Parts: How $IREN gets to $300 The wise @nanotitan28 once said confluence is 👑. Let's take this opportunity as a follow up to $pltr TA similarities to dive deeper into $iren verticals and assign a napkin math valuation. Building world class data centers from the…
I cut meat for a living as a butcher shop owner but also had 10 years of accounting, capital markets and tax experience and earned my MBA from a Top 30 Business school before rejoining my third generation family business during the depths of COVID-19. For those keeping score…
$IREN was up 21% today, which gave me a prime short entry. This stock is not going much higher. This stock is going much lower. The 1500% price target by a fake hedgefund that manages under 50m, and a butcher who has no business giving recommendations in price targets.
Sold all my $Mara yesterday and changed it over to $Iren.
$GOOGL has raised its CapEx forecast to $85 billion, a significant increase from the previously announced $75 billion, underscoring its aggressive investment in AI infrastructure and data centers.
Alphabet CEO @sundarpichai: "With this strong & growing demand for our Cloud products and services, we are increasing our investment in capital expenditures in 2025 to ~$85B & are excited by the opportunity ahead." $GOOG $GOOGL
More cowbell @ericjackson @mikealfred @theBTCMiningGuy Welcome to the $iren show @YahooFinance finance.yahoo.com/news/bitcoin-m…
$iren $cifr versatility 🔑 to Success Listened to an episode with @_DannyKnowles @MitchellHODL this AM on my ride into work and enjoyed the emphasis on ⛏️ That said, I respectfully disagree with pursuing a ⛏️ exclusive business model for the following reasons: 1) AI growth in…
$CIFR huge flush, market acting surprised that a rumor tweeted by a guy with 1000 followers wasn’t true Bunch of morons were trading against here
Could BTC hit $146K? 📈 The real Bitcoin bull market hasn’t even started yet, says @mikealfred 🎙️We're going LIVE at 9 AM EST with Mike & Chris of @TXWestCapital - don't miss it! youtube.com/live/8toxP4uZs…
At the Winning the AI Race summit on July 23 in D.C., Trump is set to unveil a broad federal AI strategy, including actions to expand U.S. energy supply, speed up data center approvals, and promote global exports of American AI tech. Sriram Krishnan just said huge day tomorrow…
Where matters primarily for a few main reasons: 1. Climate/lower energy costs/renewables 2. Latency-If running inference Work loads, site needs to be close to the demand, so near metropolitan areas. 3. Grid stability $WULF has a great site with Lake mariner.
*BIGGEST US GRID SETS CAPACITY PRICE AT RECORD $329.17 A MW-DAY and now yous can't have air conditioning thank you AI
Just informed my parents that I rotated their full $mstr position into $iren $cifr a few weeks back when $mstr traded at 440 and $iren and $cifr traded at 16 and 6 respectively. Dad’s Response: “I need a new vest” Yes, more $iren $cifr swag @BTC_Bella69420 @theBTCMiningGuy
The multi-billion $ question. My sum of the parts analysis only values the 2.91 GW of ⚡️ with signed agreements without considering a development pipeline that exceeds 1 GW Even that 1GW alone adds ~30% capacity in an ⚡️ strapped environment where 🔌 will be > ⚡️ Makes you 💭
Sum of the Parts: How $IREN gets to $300 The wise @nanotitan28 once said confluence is 👑. Let's take this opportunity as a follow up to $pltr TA similarities to dive deeper into $iren verticals and assign a napkin math valuation. Building world class data centers from the…
Updated comment: I don’t think people can say we are too early. Look at the data. The naysayers are late ⏰ Ignore at your own peril
$IREN $CIFR More power needed for AI LLM training. JPM constrained. Oracle needs 4.5GW Got power? 🔌💵🇨🇱
Almost like @mikealfred and @ericjackson were telling the truth. Did you listen? Will you listen?
"No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out Amid Data Center Buildout zerohedge.com/commodities/no…
I’m obviously not on the front lines these days so I don’t know all the variables involved but . . . IREN has what it takes to cover all aspects of what is required to deliver Colo, cloud and supporting applications at scale. I think ultimately IREN would/will be better at AI…
Notice that extra ⚡️ development capacity? Good catch @DNV99999 I’m glad @mikealfred @danroberts0101 provided this visibility on the new website for those that do not dig deep into the quarterly calls and interviews He who holds the ⚡️ wins. The base layer of AI
$IREN
Fidelity lent out my $IREN shares again for shorting yesterday. Last time they did this was at $9.90 and it closed in the mid teens. 🍿