𝐑 𝐀 𝐒 𝐂 𝐀 𝐋
@CryptoRascal
I trade stonks and bryptos // Tweets are not financial advice.
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$IREN's Most Likely Partner for SW1: OpenAI For a site as large as SW1, the fastest path to monetization would be partner and use cashflow to continue to expand it’s full owned CSP when Vera Rubins come out in 2027 on SW2 and future sites/expansions that @FransBakker9812 is…
$IREN + Stargate deal a lock at this point…
$ORCL, OPENAI & SOFTBANK JUST DROPPED A $400B BET ON AI INFRASTRUCTURE Five new U.S. data center sites will take Project Stargate to ~7GW of planned capacity -- one of the largest utility buildouts in U.S. history. Power is now the bottleneck.
How can you fade an AI fund named Situational Awareness buying shit like $INTC and $IREN? Generational wealth.
Aped some $RIVN 2027 calls today for the culture. CT about to send a $17B company lmao
$IREN: The Most Asymmetric Play on AI Infrastructure A single 50MW lease proves they can deliver. A Sweetwater 1 deal (1.4GW) before energization triggers full re-rating. This chart shows a realistic path to $100/share as 2.75GW gets monetized. 📈 $20B+ upside #openAi $ORCL
$IREN - great quarter, raking in cash as guided. Earned about $81m cash profits from mining -- far ahead of any other miner. All-in cash hashcost coming in at $22.86, which is just insanely good, and true to their guidance. Easily the best at pureplay mining right now. Costs are…
$PRPH looks ready... earnings next Tuesday. News about receivables or Nebula Genomics sale and this heads to >$1. Can we get $2+ this year???
$TMDX is the most impressive sub $5B stock in the market. Rev $144M vs $123M est EPS $0.70 vs $0.24 est Net income $25.7M Gross margins 67% Net margins 18% Guide up It’s like a young $ISRG. This is another stock with major short interest at 26%, we saw what $HIMS did at 30%.
$COIN 😭😭
Faced with with an unexpected tax bill? No problem. Borrow USDC against your Bitcoin and convert it to USD instantly to pay off your bill.
$TMDX continues to have a very strong Q1 with flight volumes up 21% QoQ. I also updated my spreadsheet today and we're at 26.0 flights per day (in March) with just 2.5 days left in the month/quarter. This means $TMDX should do approximately 2,130 flights in Q1 which is 21%…
$TMDX had a record breaking day yesterday with 19 out of 21 planes flying all over totaling 36 flights in 24 hours!! Q1 is heading to landslide!!
$IREN trading at ~2x FCF (50 EH) from BTC at $80-90k. Free option on AI datacenters. Cheap enough? Ask yourself, not Mr. Market.
Bought some $PRPH today, worth a small gamble.
$PRPH has about a $10 million market cap yet has several assets that could be worth multiples of the entire market cap. The CEO is a large shareholder/owner operator who launched a proxy to acquire control of the business from the stoop of Chapter 11; he turned it around,…
West Texas is quickly becoming the new data center capital of the world, and $IREN is growing with it. We're set to deliver a 75MW liquid-cooled AI data center in the coming months, while the 2GW Sweetwater Data Center Hub, near the Stargate project in Abilene, is progressing…
Fantastic quarter for $TMDX. Remains my largest position!
$TMDX 🚨 Sales $122M vs Est. $110M EPS $0.19 vs Est. $0.15 Net Income $7M vs Est. $5M Gross Margins 59% vs Est. 58% Guidance Sales $541M vs Est. $520M 🔥
Excerpt from $TMDX legal team’s response to Scorpion short seller citizen petition against the company.
$IREN 👇🏾
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…
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