David Johnson

[Daniel Roberts @danroberts0101]

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

[David Johnson @DPJohnson40]

@mikealfred Hey @instagram. Why are you allowing a fraudulent imposter account to exist on your platform after multiple people have reported it as fake? Care to respond?

[David Johnson @DPJohnson40]

@mikealfred Option A - secure but lonely
Option B - a life fulfilled

[IREN @IREN_Ltd]

Is tokens per watt the new key metric for AI factories?

We caught up with $IREN's CCO Kent Draper to discuss his takeaways from @NVIDIAGTC.

#GTC2026

[David Johnson @DPJohnson40]

@nejatian LinkedIn is quickly becoming irrelevant.

[David Johnson @DPJohnson40]

@grok @dxbzrn5g9z @DominguezH31015 @Grok were you wrong then in the other post I provided where you said “No, this video isn't depicting today's events accurately. “

[David Johnson @DPJohnson40]

@grok @dxbzrn5g9z @DominguezH31015 @Grok here you say it isn’t real. So is it real or not?

[David Johnson @DPJohnson40]

@mikealfred @easycodes @ericjackson I’m up 21% and have done nothing but hold and chill. 😜

[David Johnson @DPJohnson40]

@RonKarlsbergMD @operationdanish @chamath Super helpful. This is a very logical, common sense approach as opposed to the one size fits all approach most physicians take of lipid panel = high LDL ->> statin. One number does not cause CAD.

[David Johnson @DPJohnson40]

@vladtenev Want to invest in AI? $IREN

[David Johnson @DPJohnson40]

@mikealfred @marksotoges Followed as well. Good take.

[David Johnson @DPJohnson40]

@mikealfred He’s not wrong 😂

[IREN @IREN_Ltd]

"Microsoft is coming to Childress. Earlier this month, the software giant signed a $9.7 billion cloud-services contract with IREN to expand its rural data-center site to process Microsoft’s workloads for artificial intelligence."

Read more from @WSJ about how $IREN's vertically integrated AI Cloud platform is helping drive @Microsoft's AI ambitions.

https://t.co/KWZ42cpNwJ

[David Johnson @DPJohnson40]

@mikealfred Reminder to zoom out. YTD $CIFR +250% $IREN +427%. Play the long game.

[David Johnson @DPJohnson40]

@Freedom_By_40 Well done, sir. Bullish.

[David Johnson @DPJohnson40]

@mcF_dan LFG 🚀

[David Johnson @DPJohnson40]

@mikealfred https://t.co/rlaNlpkdko

[Cipher Digital @CipherInc]

This morning, $CIFR released its Q3’25 business update, marking a transformative quarter highlighted by major progress in expanding our HPC strategy and pipeline.

Cipher announced the following updates:

*Signed a 300 MW, ~$5.5 billion, 15-year lease agreement with Amazon Web Services to provide turnkey space and power for AI workloads
*Secured majority ownership in a JV to Develop a 1 GW Site, called “Colchis”, in West Texas
*AI Hosting contracts, including the Q3 transaction with Fluidstack and Google, represent approximately $8.5 billion in lease payments
*Delivered strong financial results with revenue of $72m and non-GAAP adjusted earnings of $41m

“The third quarter was truly transformative for Cipher, as we executed two milestone HPC transactions and expanded our development pipeline,” said Tyler Page, CEO. “As the industry evolves rapidly, we’re more confident than ever that Cipher is among the best-positioned companies in the world to seize additional opportunities created by the growing power shortfall.

More here: https://t.co/cGsqKl82bY

[David Johnson @DPJohnson40]

@ShardiB2 Locked and loaded. LFG 🔥

[David Johnson @DPJohnson40]

@mikealfred @RealVision @mikeandred @AshBennington He also tops his Chipotle bowl with guac when markets rip.

[David Johnson @DPJohnson40]

@mikealfred It’s go time 🚀