SilvercloudPC's profile picture. Neurosurgeon, Ironman(x17), Kona qualifier(x3), UCSD, Columbia University College of Physicians and Surgeons, Barrow Neurological Institute

Geoffrey Zubay

@SilvercloudPC

Neurosurgeon, Ironman(x17), Kona qualifier(x3), UCSD, Columbia University College of Physicians and Surgeons, Barrow Neurological Institute

Either engagement baiting or simply a brilliant obvious truth

I really do not understand why everyone is selling BTC. I thought the whole point was to buy and HOLD.



Also with these historical gains today is by biggest one day loss ever. lol.


Almost 50% retracement of weeks gains, still a good gain for week if it holds. Btc nearing the 20 day sma which it should bounce off. Data center should not be affected to this degree by this news, more reflexive move by market. Gains seen should be reclaimed in near term. I…


Any anti China narrative should be bullish for data center and ai center businesses. Ai is a national security issue different from the internet boom. More tension with China should increase the pace of the race.


Sometimes I wonder if longterm partnerships with a hyper scaler is good longterm because it secures costs at a fixed rate while those costs are still in price discovery mode. Like did Wulf make a poor contract compared to how it's evolving ?

$IREN keeps announcing nothing burger partnerships because they can’t secure a real partner deal. A contract to buy GPU’s with no customers to leverage them. I will officially be buying puts once the retards are done pumping this above $80.



Geoffrey Zubay أعاد

Just did the unthinkable. I sold most of my $NVDA I've held for years and swapped into $IREN. In my view, $IREN is an even better way to play the same underlining hypothesis: a meteoric rise of "AI factories". The earnings call last night tells me $IREN is onto something…


Anyone have bkkt and think or swim. What happened to ticker. It says symbol doesn't exist


X4 calls from ledger live security today, lol...


So if Bitcoin rips, does anyone in the market even know how to do a proper price analysis for iren holding 50+ exhas of cost efficient mining on top of their cloud/ai business. I think there might be disorganized bullish price discovery


Good or bad for price action

$WULF held its Special Meeting of Stockholders yesterday. We apologize for the unexpected tech issues. The meeting reached quorum, the share increase was approved, and results will be filed on Form 8-K.



Can they start the Bitcoin reserve with the government shutdown?


Cifr, Wulf, Iren No share sold for >16 months. Who's with me......


Nothing wrong with trying to monetize your presence to some degree, however if you're a true proponent of an equity/company you're positing should be to increase public awareness.


Well said

If you’re having a bad day just remember someone out there bought $NAKA for $31.67 on May 12 and now it’s trading for $1.15.



Geoffrey Zubay أعاد

If you’re having a bad day just remember someone out there bought $NAKA for $31.67 on May 12 and now it’s trading for $1.15.


At this point item has price targets posted on fidelity at 76 to 82with more to come. This is not rocket science. This is Wall Street broadcasting the parabolic re-rate. Delete this


I think Dennis porter just lost what little remaining street credit he had.


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