CS Investor

[Michael Dell 🇺🇸 @MichaelDell]

We started shipping the Nvidia H100 in 2022.

A year ago it rented for $1.96/hour.
Today: $3.10.

+58%, on a chip that was supposed to be obsolete by now.

So much for GPU depreciation.

[Paul Prager @PaulBPrager]

My weekly 10, Miami edition.

And what a week to be talking about AI infrastructure.

NVIDIA changed leaders. Anthropic moved closer to one of the biggest IPOs ever. Microsoft had a major outage that reminded everyone just how dependent we are on critical digital infrastructure. And election results raised new questions about where, and how quickly, new data centers can actually get built.

I spent the week in Miami at @Official_Cantor Convergence having nearly 100 conversations with institutional investors. The questions were sharp. And remarkably consistent.

Credit. Capital. Customers. Construction. Regulation. Valuation.

But underneath all of them was one bigger question: Are we finally at the point where the market can tell the difference between having a story and being able to deliver?

Here are my Top 10.

[CS Investor @BTCAI156]

@mikevolpe @elonmusk @yunta_tsai @JensenHuang Stfu, peasant! 😂

[CS Investor @BTCAI156]

@KrisPatel99 #NVDA is not backstopping $IREN. Where are you getting that information? 😂

[CS Investor @BTCAI156]

@elonmusk @yunta_tsai Once restated, @JensenHuang needs to fire those unfaithful DEI board members!

[CS Investor @BTCAI156]

@pepemoonboy Sell $NBIS, buy $IREN. Now you've reduced your tax liability and protected your upside

[CS Investor @BTCAI156]

@Beth_Kindig What’s stopping you from saying $IREN, Bethany!

[CS Investor @BTCAI156]

Up 60% in 3 days! $NUAI 🔥

Market is sensing a deal announcement 📢

[CS Investor @BTCAI156]

Picked up some $IREN leaps here! I believe 💎🙌

[Micro2Macr0 @Micro2Macr0]

If you don't buy $IREN here you never really believed in it to begin with.

[Cantor @Official_Cantor]

At Cantor Convergence this week, @TeraWulfInc CEO @PaulBPrager broke down how megawatts become high-power compute, and why AI’s real bottleneck isn’t just chips. It’s energized sites.

Paul’s take: the U.S. is short on the power AI requires, and the companies that can deliver AI at scale will set themselves apart.

[CS Investor @BTCAI156]

@BitcoinAIGuy Those that are taking advantage of this dip will reign 👑

[CS Investor @BTCAI156]

@IamBitcoinTrail @IREN_Ltd @danroberts0101 😂😂

[CS Investor @BTCAI156]

@IamBitcoinTrail @IREN_Ltd @danroberts0101 Why are you hurting someone feelings on a Friday? 😂

[CS Investor @BTCAI156]

@jiahanjimliu 💎🙌

[IREN @IREN_Ltd]

Demand for compute has never been stronger.

IREN Co-CEO & Co-Founder @danroberts0101 on recently signed deals:
- Customer funding 90% of GPU capex
- Short-term deal at $40 million per MW
- Frontier lab expanding capacity
- H100s re-contracted at double the original pricing

Listen in for how IREN is capturing opportunities in today’s market.

Hear more from last week's Q1 FY27 earnings call: https://t.co/YbAUOElRDZ
View the presentation: https://t.co/7euy6kjiod

[CS Investor @BTCAI156]

We need a ‘UNTOLD’ episode on Jensen asap @netflix

[CS Investor @BTCAI156]

@IREN_Ltd How are we doing? @DivesTech

IREN is a building machine 🔥

[CS Investor @BTCAI156]

We need a ‘UNTOLD’ episode on Jensen asap @netflix

[CS Investor @BTCAI156]

@mikealfred 🎯😂