Dan ๐
@mcF_dan
โ/21m https://youtu.be/Vx42RjxxLvw
The $CRWV โ $CORZ deal could rerate $IREN massively. If $CORZ is acquired for: โข $17/share โ $IREN = $56 โข $38/share โ $IREN = $126 Same $/MW logic. IREN has 3GW securedโ5ร more than CORZ. This chart shows the math.๐ #AIInfra #DataCenters $CRWV $GLXY
I expected a much larger dip for Bitcoin equities Bitcoinโs next move upwards will melt faces and wake up your normie friends Get ready
At $IREN, weโre building not just what AI demands now, but what AI demands next.
๐ฅ BULLISH: DDC Enterprise files F-3 registration to raise up to $500M to buy more Bitcoin for its treasury, aiming to accumulate 10,000 $BTC by year-end.
$IREN short sellers: Smash it down, shake out weak hands, exit fast before reversal. The fundamentals havenโt changed. Proceed with perpuse. #IRENCloud
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. ๐ฟ
$200/share for $IREN by 2030 implies ~$48B market cap (11x from current $4.3B). Not crazy, but optimistic: plausible if BTC hits $300k+, hashrate holds at 50 EH/s, and 5GW AI buildout yields $5-10B revenue. Risks include competition, halvings, and execution hurdles. Diverseโฆ
Okโฆ..maybe weโre not just a โcult stockโ anymore. PS - this is a bigger thing than ya know. $IREN $CIFR ๐. Monday Monday!
$IREN #4 on the @IBDinvestors IBD Top 50 list! twtr.to/_siQT A fiery hot ๐ฅ chart here in this Bitcoin miner, also provides infrastructure for AI workloads! The aggressive Accumulation Volume patterns recently alone is worth the price of admission! Sitting on aโฆ
๐ค @theBTCMiningGuyย Bitcoin Class of 2013ย BMSG investor with a killer track record in mining and infrastructure plays.ย Founder of Mining Mafia โ the first and largest BTC-equity X community with 7K+ members.ย Lemar is the signal. And weโre hyped to have him.
We're going LIVE with @IREN_Ltd's Kent Draper on FRIDAY at 4 pm ET to talk: - AI/HPC development at Sweet Water - Bitcoin mining deployments and Blackwell purchases - IREN's longterm strategy & analyst notes x.com/i/spaces/1BdxYโฆ
Recommended listening for everyone. Research Scientist from OpenAI. Give your 30 mins to this. Great way to look at things, and how can you create wealth in new economy.
If you prefer $IREN signing AI Deal with Oracle, hit the like button. If you prefer $IREN signing AI Deal with Meta, hit the repost button. If you donโt think $IREN signing an AI Deal, wait & see.
If you think $IREN will hit $50 by the end of 2025, hit the like button. If you think $IREN will hit $150 by the end of 2027, hit the repost button. If you donโt think, have a great night.
$Meta โs Titan clusters require 1โ5+โฏGW each. Sweetwater is structurally ideal for that scale, making it a compelling infrastructure contender. The AI compute infrastructure race has clearly shifted to those who can lock down massive power budgets. $IREN
The race is on We are lucky to be born in this timeline. We are the OG of AI and BTC. $IREN $CIFR
Right now, Bloomberg has consensus estimates that $IREN will do $900M in revenue in โ26, $1B in โ27, $1B in โ28, and $600M in โ29 (?!) - all with a year end in June Meantime, the consensus estimates for $CRWV revenues are $12B in โ26, $16B in โ27, $21B in โ28, and $26B in โ29 -โฆ
โAI is the greatest technology equalizer we have ever seen. It lifts the people who donโt understand technology.โ Thatโs what @nvidia CEO Jensen Huang told me in Part 2 of our wide-ranging conversation on the future of AI and its effects on the workforce: