Christian Ruiz

[Steven Goldstein @dejachart]

📅 $TTAN reports earnings Tue, Sep 8.

Current signal: bullish Inverse Head and Shoulders (12-month window) detected at 93% confidence.

🤖 Automated post — shape-based signal; earnings are separate. Not financial advice.
https://t.co/PlcxBsxst2

[Christian Ruiz @HODL247]

@FinancePotentia Co founder taking profit, not a huge red flag for me IMO

[Hardik Shah @AIStockSavvy]

$MRVL | Marvell Technology, Inc., Q2-2027 Earning Report

[Hardik Shah @AIStockSavvy]

$IREN | New Multi-Year Contract with Leading Frontier AI Lab $4bn Contracted ARR for 2026 Capacity; $1bn Operating ARR Today(1,)(2)$2.8bn GPU Financings Fund 90% of Associated GPU Capex

[Kerdos Capital @kerdoscapital]

’Twas the night before $IREN earnings, and all through the Street,

Not a trader was resting, not one bull asleep;

The charts were all pulled up with tender care,

In hopes that strong guidance soon would be there;

The bears were all nestled, all snug in their shorts,

While visions of squeezes danced through their thoughts;

And degens in hoodies, and analysts too,

Had settled their models for one final review,

When out on the ticker there arose such a clatter,

Everyone refreshed to see what was the matter;

Away to the filing they flew like a flash,

Tore open the print and searched for the cash;

The glow of the datacenters lit up the night,

Gave the luster of midday to megawatts bright;

More rapid than eagles the headlines they came,

As traders all whistled and shouted its name:

“Now AI! Now GPUs! Now capacity deployed!

Now backlog! Now contracts! Now guidance enjoyed!”

He spoke not a word, went straight to the tape,

And numbers rolled out in beautiful shape;

Then rising up quietly, out of sight —

“Happy earnings to IREN, and to all a good night!”

[The God Particle @_Sgr_A_Star]

$IREN Q2 earnings preview:

First, the (for now) least important number:

Bloomberg revenue consensus: $138.6M

Q2 revenue will be made up from three components:

1. Bitcoin mining
2. AI GPUs already billing at the end of Q1
3. AI GPUs commissioned during Q2

1. Bitcoin revenue: ~$66.4M

IREN’s Bitcoin wallet activity provides a close proxy for mining revenue. For Q2, I tracked approximately $66.4M.

2. Existing AI revenue: ~$77M

At the end of Q1, IREN reported $307.95M of remaining performance obligations expected to be recognized within 12 months.

Because contracts enter RPO once they commence, this is also a reasonable proxy for the ARR already billing at quarter end.

Assuming that revenue is recognized evenly because of yearly contracts:

$308M / 4 = $77M in Q2

3. Newly commissioned AI revenue: ~$0–24M

IREN has said Prince George will generate approximately $500M of ARR.

If roughly $308M was already live at the end of Q1, that leaves approximately $192M of ARR still commissioning.

On May 7 (earnings), management said all Prince George GPUs were either operational or being commissioned:

Quote:

“At Prince George, all air cool GPUs have now been delivered and are either operating or undergoing commissioning across the 50 megawatt site.”

The key question is when that remaining $192M began billing:

If:

No Q2 billing: $0M revenue
Mid-June start: $8M revenue
June 1 start: $16M revenue
Mid-May start: $24M revenue

Because these GPUs were already installed and commissioning as of May 7th, my base case assumes billing began in June, producing $16M ($192M/12) in revenue.

That puts my Q2 revenue estimate at:

$66.4M + $77M + $16M = $159.4M

Versus Bloomberg consensus of $138.6M.

(EPS will be impacted by the non-cash hit by bitcoin miner impairments from the miners they've disconnected)

[Christian Ruiz @HODL247]

@DudeWhoInvests 1. Market oversold software for AI
2. Software is now NOT competing against AI but are now leveraging it
3. $CRM is still undervalued in comparison to what they’re doing
4. $CRM bottomed out

[Christian Ruiz @HODL247]

From $380 to the 52 week low of $190. $CRM almost doubled their EPS. 13% gain is just the start! Agentforce + Claudeforce will dominate the market. Everyone uses $CRM, Claudeforce & Agentforce just leverages users data and is bigger than most people realize. Zoom out!!

[Christian Ruiz @HODL247]

Sooo… just so we’re clear. $MRNA couldn’t have done it without $MRK

SEND IT to $200 🚀

[Christian Ruiz @HODL247]

Markets overreacted to $KLARN
KLARNA has grown beyond BnPL
- Mobile Prepaid Service (AT&T)
- BNPL
- Credit Card

As cost of living rises, $KLARN is well positioned to boom. If the Market crashes and there’s an economic downturn, Klarna also benefits. This one is common sense IMO

[William Preston Smythe 👻 @A_P_Capital]

$KLAR at $15 way too cheap. Makes sense to be down on the guidance, but this is an overreaction in my opinion. With the pending lawsuit payout from Google, giving close to 0 value to the actual business, which is insane.