HK

Chronicling my wealth-building path || posting monthly updates on my portfolio breakdown!

[HK @CompoundingX]

Taxable Account YTD returns: 32.39%
1 year return: 281.90%

Portfolio breakdown:
97.34% $IREN
0.91% $NUAI

8.8% $IREN tied into Covered Call, strike price Oct 16th, $90 strike price. (The plan was to rebuy this, but I didnt get chance, I did buy back 25-26% shares

[HK @CompoundingX]

Taxable Account YTD returns: -16.66%
1 year return: 231%

Portfolio breakdown:
98.55% $IREN
1.45% $UNH 500 strike price 2027 leaps

Watchlist: $NUAI $GAMB $IBRX $HIMS $NU $MELI $HCC $OSCR $BULL $DUOL

[HK @CompoundingX]

@FransBakker9812 Agreed!!

[HK @CompoundingX]

@osoloco22 Great job Johnny, I wish all the previous spaces were saved too, but this is a game changer for any long-term IREN Bulls!

[H invest @OMCapitalGroup]

Here we have a clip from when Kent Draper talked on «The Trillion Dollar Question: Financing AI’s infrastructure» from July 9 at the Raise Summit.

«Significantly increase in willingness lately to fund against sub-investment grade counter parties» Kent Draper👀

[H invest @OMCapitalGroup]

Hey everyone!

Here is the talk from the IREN AI Cloud Lounge from July 8th with the title «Building for What’s Next: Sovereign-Ready AI infrastructure» from the Raise summit.

Hopefully it will be helpful to the IREN community🙌🏼

[Neel Khokhani @neel_epochal]

Today I published an open letter to David Bartholomew, Chairman of $IREN.
Two requests: an independent review of the 18.2M RSU grant to the co-CEOs — time-vested, no performance conditions, ~5% dilution — and a board-level review of director conduct on this platform.
Written constructively. I'll publish the Board's response with the same prominence.
Full letter below. 👇

[HK @CompoundingX]

@hypergrowth102 @AndrewDudum Function Health provides 100+ biomarkers at $250/yr, just that this data wont be integrated to hims app

[HK @CompoundingX]

@itsCindyFeng @DollarCostAvg Anytime, thank you for the link, its helpful!!

[HK @CompoundingX]

@itsCindyFeng @DollarCostAvg There is no official confirmation for exact PUE but it is between 1.05-1.3. According to Goldman Sachs, it is approximately 1.3.

Article reference:
https://t.co/uSG6wOO20N

[HK @CompoundingX]

@Jake__Wujastyk $BRK.A $BRK.B

[HK @CompoundingX]

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, New... https://t.co/Oqk8iDAwwK via @YouTube

[HK @CompoundingX]

$IREN I do believe Nvidia, along with small startups, enterprises, and Sovereign AI, is the best route to go for the long term for Iren!!

The new All-In episode starts on this, and how many enterprises will be moving towards open source in the coming months. Link below.

[HK @CompoundingX]

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, New... https://t.co/2BMyRnLAvp via @YouTube

[HK @CompoundingX]

@IREN_few @mikealfred Agreed!!

[HK @CompoundingX]

@PhadsEth @neel_epochal @mikealfred 💯

[HK @CompoundingX]

@Agrippa_Inv @moninvestor @neel_epochal Agreed!

[HK @CompoundingX]

@neel_epochal Agreed!!

[HK @CompoundingX]

@SylentTrade Agreed, this will resolve dilution and financing headache; even though it is less profit margin, it can also provide better deals due Nvidia as a partner(this is maybe, but I would prefer this route than dilution, and will help in expedite delivery of Nvidia GPUs).

[HK @CompoundingX]

@Jake__Wujastyk No money to buy, but holding Iren!!