Compute Capital
@JoshInvestsAI
The AI Revolution Is Here - $IREN Bull 🐂
💎 Citigroup increases their $IREN position 53% in the quarter.
Extremely bullish for $IREN. Worth listening to the $NBIS earnings call.
$NBIS -4% on lack of new customer announcement but the GPU pricing commentary is positive and squares with recent rally in the Silicon Data Rental Index (chart below): “The prices of GPUs didn't fall even on previous generations of GPUs as the industry may have expected.” “We…
This is both Goldman Sachs and JPMorgan telling you to sell $IREN because it’s overvalued due to Bitcoin mining metrics and financing concerns while they give out 3.6B in financing and accumulate 200% and 100% Q/Q respectively. $IREN just so happens to get included in the MSCI…
ERCOT's proposed large load study framework, currently making its way through the stakeholder engagement and consultation process, will be a moment of reckoning for datacenter loads looking to grid interconnections to save them. It's becoming increasingly clear that you will need…
MSCI Index Inclusion + $iren Deal Announcement = Share Price 📈🤯 leading to $qqq inclusion Warning: Informed Speculation NFA Here's some additional research on $iren being included in MSCI Global Small Cap Index announced yesterday on February 10: "The rebalancing (when the…
The MSCI Index inclusion is a huge step forwards towards combating the abusive price action of $IREN by hedge funds/market makers.
$IREN This is true! Happening on February 27th. Hello, welcome! 7️⃣1️⃣1️⃣ MSCI US idex inclusion for @IREN_Ltd LFG 🆙️
$IREN GB300 or VR200 for $MSFT? "The Microsoft agreement includes a hardware substitution clause that allows Microsoft to request replacing the originally planned NVIDIA GB300 GPUs with NVIDIA VR200 GPUs, provided the request is made at least about four months before the…
👀those $iren @AnthropicAI rumors might not be so far fetched afterall @DarioAmodei 🤝 @danroberts0101 @mikealfred We will throw in the Kubernetes on that bare metal for the right price and scale to the 🌙
*ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting 10 GW by renting capacity from cloud providers and, notably, by leasing its own data center space,meaning it would likely purchase/operate the server equipment inside.
*ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting 10 GW by renting capacity from cloud providers and, notably, by leasing its own data center space,meaning it would likely purchase/operate the server equipment inside.
These upgrades were on the basis of $CIFR and $WULF trading at Bitcoin miner multiples. $IREN will re-rate accordingly too.
"The upside to our base case price targets for WULF and CIFR, at 159% and 158%, respectively, is unusually high" "By our estimates, the HUT transaction with Google/Fluidstack/Anthropic in December 2025 generated value to HUT shareholders of $18/watt; Bitcoin stocks trade at a…
@bitcoinbutcher1 Great Substack article find: IREN Is Quietly Building a Category That Doesn’t Exist Yet - Leonardo Boquillion While reading this, keep in mind that IREN’s CTO, Denis Skrinnikoff, has spent many years designing, building, integrating, and managing cloud…
I’ll put up the $iren community against any retail community in the 🌎 Another gem 👇 open.substack.com/pub/leoinai/p/…
I’ll put up the $iren community against any retail community in the 🌎 Another gem 👇 open.substack.com/pub/leoinai/p/…
$IREN Just sharing my initial thoughts on IREN's earnings call. What I loved, liked, didn't like, and don't care. What I loved: 1. Loved the interest rate of less than 6% for GPU financing. This alone will improve most levered IRR models in the wild, as I don't think anyone…
There will be a rotation this year from the multiples that were given to these MAG7 companies for being low debt, high margin, low CapEx into the hard assets that they purchase. This is all predictable in advance. $IREN
OOPS! #Microsoft is now almost 30% below its highs. Over the past 10+ years, the only larger drawdown was in 2022. The stock has also given up all of its relative outperformance versus the S&P 500 since November 2022, when ChatGPT was launched. (via Goldman)
GPU/Hr pricing continues to trend upwards for NVIDIA H100’s. These are 3-4 year old chips. $IREN
$IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. 🆙
Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts, IREN CEO, as over confident or "over playing" his hand, but I disagree. Having studied most if not all @danroberts0101 interviews, it's clear to me that Dan is very ambitions in…
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