Derpy

[Derpy @DerpyDaito]

@hicasamadim 72

[Derpy @DerpyDaito]

@sagnaceffect @StbjergTro97997 How?

That makes literally no sense...

[Derpy @DerpyDaito]

@OInvests Nebius strategy though is get the big deals so you can get prepayments and build faster and less dilutive.

By not having deals with prepayments Iren is forced to tap ATM and dilute shareholders.

They have different strategies, no reason why both can't do well, time will tell.

[Derpy @DerpyDaito]

@mcF_dan @BitcoinAIGuy That's not how that works??
Prepayments don't get recognised as revenue, their recognised as deferred revenue which doesn't affect P&L.

The prepayments boosted our cash which is we sitting on a fat stack of $9.3B 🔥

[Derpy @DerpyDaito]

@LeifInvests $10B is also a terrible estimate unless you doubt the management team. They are guiding $9B ARR + said they are building more in H1 2027 than 2026. Revenue should be at least $13-$15B imo.

Nebius is running hot though and CRWV should be a bit higher.

[Derpy @DerpyDaito]

@LeifInvests Nebius premium for better balance sheet and fundamentals. Nebius better gross margins so EBITDA will follow with scale.

I believe the market sees a clearer path to profitability with Nebius.

[Derpy @DerpyDaito]

@BitcoinAIGuy Let's do it.

[Derpy @DerpyDaito]

@BitcoinAIGuy hahahahaha lol
800MW-1GW connected by YE
4GW contracted by YE with 75% being owned
Stop embarrassing yourself.

$400m Vs $30m revenue this quarter 😂😂

[Derpy @DerpyDaito]

@BitcoinAIGuy Like I said, you need to do more research and take a break from the tweets...

[Derpy @DerpyDaito]

@AlexfromBabylon 🗣️🗣️🗣️

and to think Arkady said in his interview his team is building more software

you just can't be bullish enough

[Derpy @DerpyDaito]

@HyperTechInvest Converting power to revenue is what the street really cares about.

[Derpy @DerpyDaito]

@HyperTechInvest 2026E ARR guidance for Nebius is 7-9B -> they've proven so far they can meet targets and exceed them. Fully financed this year's CapEx so visibility on reaching this is clear.

2026E guidance for Iren is 3.4B -> missed revenue and ARR targets so far and more dilution incoming.

[Derpy @DerpyDaito]

@ultraShackleton @BitcoinAIGuy Anyone who dreams bigger.

[Derpy @DerpyDaito]

@BMSInvests

[Derpy @DerpyDaito]

@Mikethejourney1 Short answer, yes.

You only need two ETFs max imo, either All World or S&P500 and then one other where you want to be slightly overweight. Example, 95% VWRL, 5% Emerging Markets or 95% VUAG, 5% Tech ETF.

[Derpy @DerpyDaito]

@BMSInvests Yes 🙌

[Derpy @DerpyDaito]

@B__Digs If they do raise, I doubt it's by that much.
Although ARR target wasn't dependant on a mega deal, I would suggest it's just taking away capacity from smaller customers. In effect, year end Active MW will be the same regardless of that deal or not and therefore ARR will be too.

[Derpy @DerpyDaito]

@BitcoinAIGuy @tommyleed8888