Pei🔋🚀⚡️🚗
@pei_liu3
Photographer, $TSLA, $SpaceX, $xAI, $IREN, $CIFR $BKKT $EOSE #BTC Investor, Tesla Model X, Y Owner. FSD Supervised.
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A year ago my base case was $IREN hitting $69 in 2025 $IREN was $14 when I made the post, $IREN hit $69 this week The reason I’ve been adding to $IREN is because I believe $IREN will hit $550 within 3 years—this is my base case
$IREN AI Infra bottleneck is coming. AI adoption / AI demand is booming, while physical infrastructure can’t. It’s Dan theory since day one. And it’ll soon proved exactly right. Stay tuned, we’ve seen nothing to date.
Confidence around $EOSE is not hype. It’s conviction built on data, progress, and direction — for both the company and the addressable market. The market isn’t shifting fast, but most still underestimate how early we are — and how quickly this foundation will scale once momentum…
When I first saw this graphic on the CNBC interview with Jensen Huang, I couldn't believe my eyes that $IREN's logo was right up there with the other NVDA deals that were titled "KEY DEALS in 2025". We know that no deal has been announced between $IREN and NVDA yet or ever,…
Nvidia, $NVDA, CEO Jensen Huang said that "their competitors could give away their chips for free" and Nvidia’s chips would still be the better option
Set a reminder for my upcoming Space! @FransBakker9812 @TheKamaHsutra @litigious_dulce
IREN's Capital Strategy and the CSP Flywheel In an ideal world, $IREN would transition its entire infrastructure portfolio toward cloud service provider (CSP) operations as rapidly as possible, using only internally generated cash flow. However, the CSP model is inherently…
Interesting!
Why $IREN Was Removed from the IBD 50 (By ChatGPT) Key finding: IREN’s removal from the IBD 50 list in the week of October 13 2025 was almost certainly caused by its $875 million convertible-note offering announced on October 9, not by performance or editorial rotation. 1.…
Morgan Stanley calls power, land & interconnection “non-reproducible assets.” That’s literally $IREN business model : ✅ 2.9 GW of power + scalable, ✅ Liquid-cooled campuses. ✅ Low-cost energy GPUs may scale, but power doesn’t.
Summary of Morgan Stanley – “AI/Tech Diffusion: The Non-Linear Rate of AI Improvement” (Oct 7 2025) Central Thesis Morgan Stanley argues that 2026 could deliver a non-linear “step-change” in large-language-model (LLM) capabilities as U.S. developers apply roughly 10× more…
“CoreWeave trades at roughly $70 billion market capitalization on negative EBITDA and heavily front-loaded depreciation schedules. Nebius trades at over $30 billion on $240 million trailing revenue. By comparison, IREN’s near-term $500 million AI ARR target (Q1 2026) and $2.5…
$IREN: THE ADAPTIVE INFRASTRUCTURE PLATFORM — PROFITABILITY, PERMANENCE, AND DOMINANCE IN THE POST-GPU ERA 1. EXECUTIVE SUMMARY IREN represents the most advanced and financially sound model in the AI infrastructure sector. It is the only profitable neocloud, and its strategy is…
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$IREN $CIFR Forget yesterday. Zoom out. And remember why we are long these companies: -The world needs compute -The world needs power -IREN and CIFR have both
Morgan Stanley has been doing a lot of work with CIFR
I strongly endorse this message! $IREN
$IREN is positioned to benefit from the two most powerful trends in the market today. The first is AI. The US has made it clear that advanced compute is now a national security priority. In early 2025, the US issued Executive Order on Advancing United States Leadership in…
$IREN Operating Cash Flow per Share
Literally nothing has changed. We are heading in to the greatest economic boom in human history. Asset prices will go a lot higher. They’re going to run it very hot. Do not be fooled by short term games. Play to win. Play for the long term.
🚨Massive Epic Post from @litigious_dulce🚨 🚨This IS NOT my work, helping him out due to technical difficulties🚨 🚨One of the most Epic $IREN posts you'll read about CSP potential!!!🚨 Part 1/2 INTRODUCTION I will try to be as concise as possible, but this thread shall be…
Me too Mike! I’ve been in the tech industry since 1987, and the future of the PC, internet, smartphones, cloud computing, and more was far greater than I could have imagined when they first came to my attention. It’s been incredibly exciting to envision the possibilities and…
I went to bed thinking about AI data centers. I woke up thinking about AI data centers. The future is so much bigger than almost anyone can possibly imagine. Lock in, execute, and prosper. It’s really that simple. Happy Saturday.
$IREN I endorse Colin
You cannot compare $IREN with other bitcoin mining companies Study what you own It’s in a world of its own This is not a 1-3 year trade This is a decade long trade or more
You cannot compare $IREN with other bitcoin mining companies Study what you own It’s in a world of its own This is not a 1-3 year trade This is a decade long trade or more
Let's zoom out r.e. $IREN: Two main drivers: 1) AI demand. The fear next week will be that China will completely restrict rare earths and invade Taiwan, choking off the entire AI infrastructure supply chain. If that's your base case, pause and read further. If that's not your…
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