Kash
@KashRamki
In search of value
Market chaos can spark clarity in 2 steps. Train your mind to love buying more of stocks you own—proof you grasp their 'why.' 1) Dump anything stressing you out; if it’s unclear, you don’t get it. 2) Load up on no-brainers: resilient cash flows + bargain valuations.…
$IREN has consistently understated their future potential, which I admire. They only announce projects where the SGIA has been approved. Any company that doesn’t follow this practice is simply pumping up their stock price. The lead time for an SGIA in Texas can be as long as two…
Beyond what's currently disclosed and contracted, there’s compelling evidence that the pipeline materially exceeds 5 GW. Multiple undeclared landholdings and site options across West Texas and neighboring states have been secured by $IREN-affiliated entities. Some are outright…
$IREN $META Zuckerberg pitches a tent for AI To Move Faster, Meta is Deploying AI Hardware in Tents It takes time to build new data centers. And Meta’s AI ambitions simply cannot wait. That’s why the company is now deploying AI hardware in “hurricane-proof” tents so it can…
Desperate times call for desperate measures $META $IREN is one phone call away. I suspect they're on the phone right now.
People sleep or operate in tents rarely by choice, usually necessity. $iren fixes this
There are many ways to profit from the AI boom, but my favorite is IREN. I rarely buy stocks. The private market is way too attractive. But every once in a while, I see something that stops me cold. In 2025, it's $IREN. I called it a "Picasso I found at a garage sale." The…
Very excited to host my good friend and renowned value/tech investor @awilkinson to discuss our investment thesis for $IREN!
$CORZ is selling for a song, but it also speaks to CoreWeave’s need to buy real, long-lived assets. $CRWV’s GPU-for-rent model in and of itself is not sustainable.
🚨 CoreWeave to Acquire Core Scientific (CORZ)
Build it and they will come, hat in hand $IREN
~6ms round-trip to the 1950 N. Stemmons Freeway carrier hotel in Dallas-Fort Worth. To pre-empt a related follow-up question or observation, I’m inclined to think West Texas is on track to become an availability region for hyperscalers, potentially unlocking broader DC…
Beyond what's currently disclosed and contracted, there’s compelling evidence that the pipeline materially exceeds 5 GW. Multiple undeclared landholdings and site options across West Texas and neighboring states have been secured by $IREN-affiliated entities. Some are outright…
IREN’s cloud business has been a thing of intrigue as it has grown sequentially for multiple month/quarters. It signalled a small but growing customer demand for IREN’s GPU offering. This new acquisition of B200/B300 GPUs affords $IREN a whole new, cutting-edge capability that…
$IREN is pleased to announce the expansion of its AI Cloud business: - Purchase of ~2,400 NVIDIA Blackwell GPUs (B200/B300) - Fully funded from cash reserves - Deploying at Prince George data center - Increases total fleet to ~4,300 NVIDIA GPUs - Unlocks next-gen training and…
$IREN is pleased to announce it has reached its mid-year target of 50 EH/s installed self-mining capacity. - Childress Phase 5 (150MW) construction complete - Self-mining capacity increased from 41 EH/s to 50 EH/s - Fleet-wide efficiency of below 15 J/TH with total 810MW…
$IREN Management continues to execute as per plan. Next up, Horizon 1 customer agreement by year end. Well done @IREN_Ltd!!
Booyah $IREN
$IREN Live space Investor Q&A With Bryce McNallie Last week, we did a Deep-Dive into some of the key aspects of IREN's moat and head start in the picks & shovels race to AGI. 📅 Sunday June 29th at 9PM ET we will follow this up with an Investor Q&A. Featuring @McnallieM,…
Still insanely bullish and holding 👀
I think I found a Picasso at a garage sale. But not the kind you’d think… Lately I’ve been thinking about how to capture some of the upside of this AI boom in my stock portfolio. But it’s hard. I’m a value investor. The idea of paying 30x earnings for NVIDIA almost…