Mining4Answers's profile picture. Still mining for answers, one idea at a time. ๐Ÿง  Sharing thoughts on whatever catches my eye. #Curiosity #Observations

StillMiningForAnswers

@Mining4Answers

Still mining for answers, one idea at a time. ๐Ÿง  Sharing thoughts on whatever catches my eye. #Curiosity #Observations

Pinned

$IREN's ๐—ค1 ๐—ฐ๐—ฎ๐—น๐—น ๐—ถ๐˜€ ๐—ฏ๐—ฎ๐˜€๐—ถ๐—ฐ๐—ฎ๐—น๐—น๐˜† ๐—ฎ ๐—บ๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ๐—ฐ๐—น๐—ฎ๐˜€๐˜€ ๐—ถ๐—ป ๐—ต๐—ผ๐˜„ ๐˜๐—ต๐—ฒ๐˜† ๐˜๐—ต๐—ถ๐—ป๐—ธ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐˜๐—ต๐—ฒ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ โ€“ ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ ๐—ธ๐—ฒ๐˜† ๐—ถ๐˜€ ๐˜๐—ต๐—ถ๐˜€: ๐Ÿ‘‰ ๐—–๐—ผ๐—น๐—ผ๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐˜€ ๐—ฎ ๐˜๐—ผ๐—ผ๐—น ๐˜๐—ผ ๐—ฐ๐—ผ๐—ป๐˜๐—ฟ๐—ผ๐—น ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ผ๐˜„๐—ป ๐—ฑ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐˜†. ๐—”๐—œโ€ฆ

Mining4Answers's tweet image. $IREN's ๐—ค1 ๐—ฐ๐—ฎ๐—น๐—น ๐—ถ๐˜€ ๐—ฏ๐—ฎ๐˜€๐—ถ๐—ฐ๐—ฎ๐—น๐—น๐˜† ๐—ฎ ๐—บ๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ๐—ฐ๐—น๐—ฎ๐˜€๐˜€ ๐—ถ๐—ป ๐—ต๐—ผ๐˜„ ๐˜๐—ต๐—ฒ๐˜† ๐˜๐—ต๐—ถ๐—ป๐—ธ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐˜๐—ต๐—ฒ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ โ€“ ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ ๐—ธ๐—ฒ๐˜† ๐—ถ๐˜€ ๐˜๐—ต๐—ถ๐˜€:

๐Ÿ‘‰ ๐—–๐—ผ๐—น๐—ผ๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐˜€ ๐—ฎ ๐˜๐—ผ๐—ผ๐—น ๐˜๐—ผ ๐—ฐ๐—ผ๐—ป๐˜๐—ฟ๐—ผ๐—น ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ผ๐˜„๐—ป ๐—ฑ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐˜†. ๐—”๐—œโ€ฆ
Mining4Answers's tweet image. $IREN's ๐—ค1 ๐—ฐ๐—ฎ๐—น๐—น ๐—ถ๐˜€ ๐—ฏ๐—ฎ๐˜€๐—ถ๐—ฐ๐—ฎ๐—น๐—น๐˜† ๐—ฎ ๐—บ๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ๐—ฐ๐—น๐—ฎ๐˜€๐˜€ ๐—ถ๐—ป ๐—ต๐—ผ๐˜„ ๐˜๐—ต๐—ฒ๐˜† ๐˜๐—ต๐—ถ๐—ป๐—ธ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐˜๐—ต๐—ฒ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ โ€“ ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ ๐—ธ๐—ฒ๐˜† ๐—ถ๐˜€ ๐˜๐—ต๐—ถ๐˜€:

๐Ÿ‘‰ ๐—–๐—ผ๐—น๐—ผ๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐˜€ ๐—ฎ ๐˜๐—ผ๐—ผ๐—น ๐˜๐—ผ ๐—ฐ๐—ผ๐—ป๐˜๐—ฟ๐—ผ๐—น ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ผ๐˜„๐—ป ๐—ฑ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐˜†. ๐—”๐—œโ€ฆ

StillMiningForAnswers reposted

This piece โ€œIREN - a hyperscaler in the makingโ€ by @Agrippa_Inv is fantastic and I highly recommend you read it if you want to understand why IREN is unlike any other company in this ecosystem and a viable candidate for the trillion dollar club in the future.

Iโ€™ve published a very comprehensive deep dive on exactly this topic, breaking down what makes $IREN unique not just as a cloud provider, but as a full-scale data center conglomerate. You can read it for free below. Cheers! โœŒ๏ธ agrippa.investments/p/copy-iren-a-โ€ฆ



Made a little ballad for the Mining Mafia about trying to drag a friend out of $MARA bags and $IREN shorts. ๐ŸŽต โ€œGraph is Greener on the IREN Sideโ€ Dedicated to @Agrippa_Inv upcoming IREN deep dive & launch of Agrippa Investments. Not advice, just coping the dip with music ๐Ÿ˜‚โ€ฆ


I overate and I am now made of 2% Lasagna.


$IREN We are heading into earnings and I believe the year ahead might be one of the most pivotal moments in it's history. You will really start to see the thesis rapidly unfold from here. Last time I posted this we were at 17$. Stay hydrated and enjoy the ride!

Mining4Answers's tweet image. $IREN We are heading into earnings and I believe the year ahead might be one of the  most pivotal moments in it's history. 

You will really start to see the thesis rapidly unfold from here. Last time I posted this we were at 17$. 

Stay hydrated and enjoy the ride!

As an $IREN shareholder, my post below is why i really appreciate @mikealfred saying "As long as I am on the board, $IREN will not become another REIT" or " $IREN is quitely becoming a hyperscaler" I think every long term invester in AI infrastructure should atleast think aboutโ€ฆ



$NVDA is lining itself up to be too big to fail. Youโ€™re a $5T company, how do you make sure no one can take the legs out from under you? Playbook: You spread money everywhere. Invest billions in โ€œcompetitorsโ€, data-center builders, and defense partners. Grow an ecosystem soโ€ฆ


The #1 risk for many AI datacenters that are scaling or starting isnโ€™t location, demand collapsing, or overspendingโ€”itโ€™s geopolitics. Tensions around Taiwan, or an invasion, could shut down or severely impact GPU production. Samsung and TSMCโ€™s U.S. factories will not be able toโ€ฆ


As unemployment rises and geopolitical tensions increase, you will see more and more countries reinstate mandatory military service. Whether you think this is good or bad, governments will use it to address youth unemployment and to build up their defenses.


Lots of new eyes on $IREN. Here is a 2-year roadmap you wonโ€™t find anywhere else without serious research! Constant announcements ahead! Whatโ€™s Ahead for $IREN (Q4 โ€™25 โ†’ 2027) Legend: ๐Ÿ”’ 100% โ€ข โœ… 80โ€“99% โ€ข ๐Ÿค” 50%+ Q4 2025 ๐Ÿ”’Horizon 1 (50MW IT load) (LaaS hyperscaler deal /โ€ฆ


StillMiningForAnswers reposted

Alright, enough shitposting. Here's my current take on $IREN. I believe it is a matter of time for IREN's market cap to exceed $CRWV's. Until IREN accomplishes this feat, there's no point selling. That means IREN could 5x here and still be fairly valued (suggesting a mid-term PTโ€ฆ


Great work by @mcF_dan. Check out the presentation. $IREN

Here is the $IREN inventor deck I worked on over the weekend. It pulls from my posts, other's posts, interviews and other public information. Its all there if you are paying attention: An investment opportunity of a life time. Feel free to share it. Thanksโ€ฆ



StillMiningForAnswers reposted

$IREN is pleased to announce an expansion of its AI Cloud business. - Doubled AI Cloud capacity to 23k GPUs - Procurement of 7.1k NVIDIA B300s, 4.2k NVIDIA B200s & 1.1k AMD MI350Xs - GPUs scheduled for delivery at Prince George campus over the coming months - Raising AI Cloudโ€ฆ

IREN_Ltd's tweet image. $IREN is pleased to announce an expansion of its AI Cloud business.

- Doubled AI Cloud capacity to 23k GPUs
- Procurement of 7.1k NVIDIA B300s, 4.2k NVIDIA B200s & 1.1k AMD MI350Xs
- GPUs scheduled for delivery at Prince George campus over the coming months
- Raising AI Cloudโ€ฆ

StillMiningForAnswers reposted

Because the topics I will discuss in todayโ€™s $IREN's space are so complex, I am uploading my research beforehand. If it helps, copy and paste sections of my post into ChatGPT and ask it to elaborate. Executive Summary IRENโ€™s strategy hinges on the fact that GPUs areโ€ฆ


StillMiningForAnswers reposted

$IREN โ€™s upcoming earnings are less about past events and more about future growth. Recent developments point to a miner-turned-infrastructure operator that is deliberately clearing the runway for large colocation and cloud winsโ€”and doing so on a timeline that aligns withโ€ฆ

litigious_dulce's tweet image. $IREN โ€™s upcoming earnings are less about past events and more about future growth. Recent developments point to a miner-turned-infrastructure operator that is deliberately clearing the runway for large colocation and cloud winsโ€”and doing so on a timeline that aligns withโ€ฆ
litigious_dulce's tweet image. $IREN โ€™s upcoming earnings are less about past events and more about future growth. Recent developments point to a miner-turned-infrastructure operator that is deliberately clearing the runway for large colocation and cloud winsโ€”and doing so on a timeline that aligns withโ€ฆ
litigious_dulce's tweet image. $IREN โ€™s upcoming earnings are less about past events and more about future growth. Recent developments point to a miner-turned-infrastructure operator that is deliberately clearing the runway for large colocation and cloud winsโ€”and doing so on a timeline that aligns withโ€ฆ
litigious_dulce's tweet image. $IREN โ€™s upcoming earnings are less about past events and more about future growth. Recent developments point to a miner-turned-infrastructure operator that is deliberately clearing the runway for large colocation and cloud winsโ€”and doing so on a timeline that aligns withโ€ฆ

Loading...

Something went wrong.


Something went wrong.