SageM
@SageMudir
HPC/AI Data Center Enthusiast - Early $APLD investor - Bullish on $IREN $CIFR
My short $CRWV and long $IREN the day the corz buyout was announced, has played out quite well. Thanks @mikealfred
We made a nice bottom snipe together on galaxy…that count? 😅
I genuinely want to follow more people who are serious investors, focused on Bitcoin and Bitcoin infrastructure companies, and who create original content. If these apply to you and you think I should be following you, please like, repost, and give me details in the replies. 🙏
$glxy
@SeanMFarrell Head of Fundstrat Digital Assets research recommends $GXLY @galaxyhq - in his core crypto equity portfolio 🔥🔥🔥🔥🔥
Even after a spike in price last 7 days, global hash has remained unchanged…. Funny enough, difficulty is estimated to drop ☺️… Looks like no un efficient miners left to be plugged $iren
🤯🤯 $glxy
$GLXY @novogratz Our head of digital assets research, @SeanMFarrell sees this as “one to watch” 👀👀
$glxy so volume is double than the average today…thats something right? 😅
$iren dilution is extremely accreditive, as proven with their S/P over time… Imagine how accreditive bitcoin mining profits will be with 50 EH/s humming at 15 J efficiency and current price, or 125k, or 150k, etc….the next 12 months will be nuts 🥜
The Goldman Sachs “Powering the AI Era” report is net positive for Iris Energy (IREN)—but with important caveats. Here’s a detailed breakdown of how it affects $IREN, based on their business model and market position: @IREN_Ltd @danroberts0101 goldmansachs.com/what-we-do/inv… ⸻ ✅…
Powering the AI Era | Goldman Sachs (This is a must read $iren $cifr ) goldmansachs.com/what-we-do/inv…
$IREN, is a compelling investment due to its strategic focus on renewable energy-powered data centers optimized for Bitcoin mining and AI cloud services, positioning it to capitalize on high-demand sectors. The company’s operational efficiency, with low-cost power and a modern…
Rumors are that the US government is ready to go on with the bitcoin strategic reserve and instructed all departments, coincidently each holding 10,000 BTC (FBI, CIA, DOJ etc), to get ready to consolidate and report holdings. Watch the flows! Same source that gave me the inside…
The "Big Beautiful Bill" reinstating 100% bonus depreciation through 2029 is a major win for Bitcoin miners and AI infrastructure builders. Here’s how it fuels their growth: - **Full Upfront Deductions**: Both Bitcoin miners and AI infrastructure builders can immediately expense…