Andrew Byron
@andrew__byron
Do hard things. Enjoy the view.
⚡️This meme compresses one of the most misunderstood truths about intelligence and wealth creation. It’s not wrong, but it’s incomplete. The real statement underneath it isn’t “smart people aren’t rich because they’re stupid.” It’s “intelligence alone doesn’t map to wealth…
Keeping this as my desktop background until ridge sells for 10 billion
$IREN Press Release Takeaways 1. $3.6B ARR guide uses only 16% of secured power, implying IREN could generate $21B in ARR by 2030 - at 10x ARR, this would put IREN at a $210B market cap, more than 10X from today (will likely need $30-$40B in capital). See below for chart. 2.…
There are a few easter eggs left in various places, purposely set up to address foreseeable situations. There are just a lot of things we still don't seem to consider when, in fact, they are important
Here is the updated post of Mike's Epic Speech on Mining Mafia's Sunday night space for $IREN. (Posting this with @mikealfred 's permission). Its pure poetry with parts philosophy, conviction, and rallying cry. 📣 "I'm listening to you guys right now. You guys help me learn so…
“Sex is great but have you ever rode a stock all the way to the freakin moon?” $IREN
It took the market 2 days to realize that $IREN signing a deal with $MSFT is in fact bullish. This is the competition.
The $IREN $MSFT Deal is Value-Accretive This is the ONLY multi-billion dollar per year IaaS deal done by a fully vertically integrated company outside of $AMZN $GOOG $MSFT. Owned, operated, and developed in-house It may not look much better than the average colo lease, but when…
Buying the Bitcoin dip is taking profit.
$IREN And so, son, Nov 3rd, 2025 it was, if I recall, when the Queen signed her first deal with Microsoft. Of course many more big deals came after that as we now know. That was the day when the “wen deal” epoch ended and the “wen $1T market cap” epoch commenced.
The ALFREDAMUS!!! 📜
Ever since I started investing, I stopped worrying about my job. When you start investing, you begin to see things differently. You stop thinking like an employee and start thinking like an owner. You understand how money moves, how businesses grow, and what actually drives the…
Markets are a reminder that everything constantly changes. You profit by flowing now with where the future is already unfolding. Accepting that change is the only constant is 🔑 not only to understand markets, but to eliminate unnecessary suffering from your life.
I’m an air traffic controller. I didn’t get paid this pay period. I feel many things, but I will choose gratitude— I’m grateful this situation strengthens my conviction in Bitcoin and value investing. I will earn my freedom someday. Extract what you can from the system… as it…
I’ve got a better idea: withhold pay from congress and senate to pay air traffic controllers
Ouh man 🤦🏻♂️... I rarely read such "smart sounding" bad take. What you are failing to realize (or deliberately avoiding to point out) is that there are 2 different "orchestrations": Type 1 is the customer-facing stack: things like Kubernetes/Slurm/Ray, model serving, MLOps, etc.…
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