Unpacking the $9.7 b $IREN x $MSFT Deal This might be one of my most in-depth deep dives I have ever published. It ended up being over 50 pages long, with 25+ graphics to guide the reader through my thought process. I’ve looked at the deal in all possible ways and provide…
Some "analysts" just can't be helped... Funny how Rittenhouse doesn't bother reading my deep dive on the $IREN x $MSFT deal, but feels the need to use it as a means to farm engagement. Here, read & learn something: Cramming a 20 year asset (Data Center CAPEX) into a 5 year…
$8.8B of CapEx: - $3B of data center CapEx ($15MM per MW x 200MW to build the data center) -$5.8B on GPUs To return $8.2B of EBITDA ($9.7B TCV x 85% margin). You read that correctly - $IREN is spending $8.8B, to earn $8.2B. There is literally more cash going out the door than…
Upcoming Content Releases 🚨 As many of you know, I was initially planning to launch Agrippa Investments with 3 Deep Dives published on day one. However, I decided to take a more concentrated approach and pour my time and energy into a new “anchor post”, which is now available…
Everything there is to know about Agrippa Investments 👇 In this post, I’ll explain WHY I created this new platform, how it’s set up, and what you can expect from it. I’ve always had a passion for investing and for finding mispriced hyper-growth companies with 100-bagger…
Tuesday is Launch Day 🥇 On the coming Tuesday (Nov 18) I’m finally launching Agrippa Investments – an investment research & analysis platform dedicated to helping you become a better hyper-growth stock investor. Every “wannabe stock guru” nowadays wants to sell you a useless…
$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack…
Why I Took a Break from X Many of my followers assumed my absence from X over the last couple of months meant I had “retired” after the massive gains on $IREN – a stock I’ve been all-in on since last year at a mid single-digit avg. entry price. That couldn’t be further from the…
Strong price action on $IREN today. The market seems to be slowly catching up to reality. There is NO other data center play growing at this pace — *profitably*. May 2024 (Monthly): • Revenue: $16M • Electricity Costs: $8.2M • Gross Profit: $7.8M May 2025 (Monthly): •…
So we were right all along. This isn't even canon and they are furious. But race swapping everyone into black, lgbtq or femals is perfectly fine. DEI/Woke needs to die ASAP!!! It's pure evil!
$IREN Q1 (FYQ3) Full Breakdown & Analysis (Deep Dive) In this post, I’ll cover everything new revealed in $IREN's recent Q1 earnings presentation (+ the follow-up CEO interview) and provide some much-needed context and insights. 🧵
$IREN is STILL expanding while keeping costs low, reaching 50EH/s in a few weeks. Financial metrics aren’t just growing — margins are widening too Really excited for the weeks ahead
Incredibly strong financial performance! Expected nothing less, but it’s great to see the flywheel accelerating. Great things to come! 📈
The market just doesn’t get it... *yet* $IREN has been scouting for land with energy access since 2018 — well before the AI boom. That foresight allowed it to secure ~3 GW of grid-connected power. Incumbent data center developers can only dream of securing this much capacity.
The $7 trillion race is on. McKinsey just confirmed what many of us already knew: AI is triggering a compute boom, with data center investment projected to hit $7 trillion by 2030. That’s why we’re building. At $IREN, we’re not waiting to see how this plays out, we’re already…
$IREN has a serious problem... In this deep-dive post, I’ll shed light on $IREN's Achilles' heel: its Investor Relations (IR) & Communications Strategy. Although $IREN is one of the best-positioned data center companies in this AI-driven paradigm shift, its stock trades like a…
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