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[65FBack @65FBack]

@OBGInvestments Love what they’re doing but that earnings call and the non transparency… oof.

[65FBack @65FBack]

@OBGInvestments Bought more $CIFR this am

[65FBack @65FBack]

@TradexWhisperer I guess people expected him to say $120B and instead he said $100B plus. whatever…

[65FBack @65FBack]

@jonashernlund That in this env $IREN and $CIFR who own gobs of cont power (in right places ie W TX) have ⬆️ only 25-30% in last 6 mo is wild

[65FBack @65FBack]

@BenBajarin Looking forward to reading it. Recently got out of $NBIS. Still very heavy $IREN for the contracted power and long term view. Hasn’t worked out yet but I think it will.

[65FBack @65FBack]

@mikealfred I’ve had the 15, 20, and 23. 15 was my favorite also.

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@jukan05 No. Guided $29B est $22B…

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@TradexWhisperer I bought the dip. Q3 guide $29B vs $22B expected. And the AI revenue strong. Classic dumb sell off

[65FBack @65FBack]

@DeItaone Of course he says that. Why are you reporting this? Not news…

[65FBack @65FBack]

Huge upgrade by big mainstream firm. Surprised not moving $CIFR more in PM

[Black Panther Capital @BlackPantherCap]

⚡️JUST IN:

Morgan Stanley just raised their PT on $CIFR to $53.

Implying a staggering +100% upside.

-BP

Please note: this is not financial advice.

[65FBack @65FBack]

@the_chart_life MS upgrade $CIFR to $53.5 today 👀

[65FBack @65FBack]

@navajav5227 😂 🤡

[65FBack @65FBack]

$IREN Huge development. Solar/wind and fiber to Japan/Korea/Singapore will be a massive TAM

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[65FBack @65FBack]

@FransBakker9812 @IREN_Ltd The fact that this is connected by fiber to Korea, Japan etc is huge. DCs in desert w solar/wind. Could be massive market.

[65FBack @65FBack]

@FransBakker9812 @IREN_Ltd Uhhhh… holy… “somebody knows”

[65FBack @65FBack]

@LucasSacerdote_ @OBGInvestments I 2nd this. Got in after reading your thesis. Up 26%. 🙏

[65FBack @65FBack]

@rosyprosperity Can’t buy it in my 401K with Charles Schwab. Not available.

[65FBack @65FBack]

@Dehix_Trades $IREN $NVDA already have a deal. You anticipate something more?