Srivatsan

[Concentrated Investor @ALLINGUY7]

Credit for neoclouds is tighter, not closed. $NBIS just got $3.5B from Citi.

Remember who’s talking: $SPCX is building a compute business, has cheap capital and would be the natural buyer if neoclouds get squeezed. Talking the sector down helps him. $IREN $CRWV $CIFR $SPCX

[Daniel Roberts @danroberts0101]

Sweetwater 1 energized.
Good to see it coming together, plenty more to do. $IREN

[Srivatsan @2608Srivats]

@litigious_dulce IREN is never going to leave bitcoin mining. We are going to have bitcoin mining, ai/HPC in the same facility in both Childress and sweetwater.

It’s super important for ERCOT for data center operators to turn on and off the load for grid stability.

[Srivatsan @2608Srivats]

@KashRamki @KashRamki : Thanks. Yeah they have lots of power in west Texas and have an excellent data center construction team.

[Srivatsan @2608Srivats]

@KashRamki What do you think about CIFR ? They have a very similar bull case thesis like IREN

[Srivatsan @2608Srivats]

@theBTCMiningGuy Couldn’t they be just shorting miners to accommodate for all the bullish calls on IBIT options ?

[Srivatsan @2608Srivats]

@Umbisam How are you so sure that they are tapping the ATM? It might be algos manipulating the stock for cheap accumulation

[Srivatsan @2608Srivats]

@Umbisam The acquisition has provided us a ball park number. 6-7 Mn per Mw. So if it’s a green field site like sweetwater , would it be a stretch to assume that the SW1-2 is now valued at 12-14 Bn ?

[Srivatsan @2608Srivats]

@theBTCMiningGuy Mining Mafia and in one of the early spaces with Mike

[Srivatsan @2608Srivats]

@theBTCMiningGuy Yup. 2nd position behind iren.

[Srivatsan @2608Srivats]

@BSide911 @Rex_Finance I would own all three. IREN, CIFR And CLSK. They can all do well.

[Srivatsan @2608Srivats]

@IREN_Ltd Awesome work guys 🫡

[Srivatsan @2608Srivats]

@twils1211 Congratulations. Your son is going to love this !

[Srivatsan @2608Srivats]

@theBTCMiningGuy @JordanWike55 @fgthiel Thanks. Bought some cipher calls today

[Srivatsan @2608Srivats]

@ericjackson CIFR Is so cheap. Awesome time to load up on CIFR calls

[Srivatsan @2608Srivats]

@FransBakker9812 @IREN_Ltd @Agrippa_Inv @litigious_dulce @TheKamaHsutra @nanotitan28 @alanbialo @Umbisam Too conservative

[Srivatsan @2608Srivats]

@FransBakker9812 My bet is on Oracle. Larry in his earnings call mentioned that they want to be the #1 ai infra play . They also increased their capex guidance and certainly have the money.

[Srivatsan @2608Srivats]

@chiptomunk They don’t need to tap the ATM. They are fully funded for miner payments , 50eh/s build out, horizon -1 construction and sweetwater-1 ground work with the 550 mn convertible bond .

Dan is a very efficient capital allocator and doesn’t tap the ATM just for the heck of it

[Srivatsan @2608Srivats]

@alc2022 So excited for this. Thank you so much 🙏

[Srivatsan @2608Srivats]

@alc2022 Yes please