CDub

Oracle Software Services Exec; Bloom Energy believer!

[CDub @BlueWhiskey007]

@Edge_Bolt 9 weeks

[CDub @BlueWhiskey007]

@Banana3Stocks So take the recent weakness to roll out to Nov/Dec timeframe at lower strikes and book some losses while preparing for the next leg higher?

[CDub @BlueWhiskey007]

@mikealfred Or IREN

[CDub @BlueWhiskey007]

@bitcoinbutcher1 @WellsFargo @danroberts0101 This was in their Q1 earnings deck

[CDub @BlueWhiskey007]

@DollarCostAvg 💯 long and strong!

[CDub @BlueWhiskey007]

@Banana3Stocks What are your preferred calls short term and medium term?

[CDub @BlueWhiskey007]

@mikealfred 😂

[CDub @BlueWhiskey007]

@_Sgr_A_Star Great work and worth a follow indeed!

[CDub @BlueWhiskey007]

@Agrippa_Inv Another reason by biggest investment from an allocation perspective is Bloom Energy $BE for BTM power, then $MU, then $IREN. Strong insight as always Agrippa!

[CDub @BlueWhiskey007]

@matthew_sigel What if you lowered the WACC to 6% like Canaccord just did (from 8% previously) based on recent 1% conv. debt offering and 6% GPU financing, and increase prob to 25%?

[CDub @BlueWhiskey007]

@jukan05 In the meantime, customers are committing to long-term agreements with Micron, SK Hynix and Samsung to stem further price increases until more capacity comes online in 2028.

[CDub @BlueWhiskey007]

@EliteOptions2 1 share plus calls/puts

[CDub @BlueWhiskey007]

@KevInvestingYT Debt offering was upsized to $3B at 1.0% int and $76 conv price; picking on IREN for capital raises seems silly when CRWV and NBIS are all raising equity and debt to fund their customer contracts, so why is IREN any different? Capital markets liked their latest GPU financing.

[CDub @BlueWhiskey007]

@aleabitoreddit Outstanding news! In Serenity, we trust!!!!

[CDub @BlueWhiskey007]

@Funmentalist @jiahanjimliu Even with exiting 2026 with $4.4B ARR, that revenue scales a little higher each month; it’s not a linear $366.7m/month next year.

[CDub @BlueWhiskey007]

@jiahanjimliu Great write up and analysis! This thesis is exactly why I’m heavily invested in Jan ‘27 and Jan ‘28 calls. Now just need to sit back and let them execute.