Hartwell

Risk-first investor | Stocks • BTC • Options

[Hartwell @HartwellCapital]

Wall Street finally waking up to bitcoin miner transformation.

$CIFR AWS deal. $IREN Microsoft deal.

Both trading like it's still 2023.

This mispricing won't survive Q2 earnings.

[Hartwell @HartwellCapital]

@pdicarlotrader Loaded up some more and the dip 🚀

[Hartwell @HartwellCapital]

@RJCcapital waiting for that pullback

[Hartwell @HartwellCapital]

Loaded a little more $ASTS today.

Let’s see if this pullback pays in the next 4-6 weeks

[Peter DiCarlo @pdicarlotrader]

Trump cancels continued strikes on Iran

$SPY is pumping and the 1hr is now testing 33FVB once again

Key zone. If we can sweep this level short term bottom is in and we can look to fill that gap at $755

[Small Cap Snipa @SmallCapSnipa]

$IREN new 800 megawatt data center campus in South Australia positions the company as a compute leader across APAC 🇦🇺

• Anthropic: partnership with the Australian government to expand compute
• Microsoft: $18 billion commitment to expand their cloud infrastructure down under

The largest individual data center contract in Australia’s history is for 555 MW

Huge opportunity for IREN in their home country

[Ondas Inc. @OndasHoldings]

Ondas’ @WorldViewSpace has been selected by U.S. Naval Forces SOUTHCOM / U.S. 4th Fleet and SMX as the high-altitude balloon provider for a $4.8M, 3‑month Maritime Domain Awareness mission in the SOUTHCOM AOR, supporting counter-narcotics and IUU fishing operations with stratospheric ISR coverage. $ONDS

https://t.co/rGkTgBync1

[Hartwell @HartwellCapital]

@RJCcapital I’m so glad RJs back 😂

[Robinhood @RobinhoodApp]

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[Hartwell @HartwellCapital]

If you’re not bullish on $CIFR yet, you’re probably going to end up chasing it higher.

The story is getting louder.
The positioning is getting cleaner.
And the market still doesn’t feel fully there.

Miss it if you want.

[Hartwell @HartwellCapital]

The real bull case for $IREN is vertical integration.

In infra-heavy businesses, the guys who own the stack usually win.

The asset-light model looks good early.
Then margins remind everyone who’s real.

[Daniel Roberts @danroberts0101]

𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬.

There's been a lot happening at IREN recently.

Expansion across North America, Europe and Asia-Pacific.

The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.

Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.

That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.

Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.

Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.

Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.

Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.

Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.

That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.

AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.

[Hartwell @HartwellCapital]

Core longs right now:

$NVDA $TE $IREN $CRWV $OKLO $ONDS

Not all-in.
Not married to anything.
But these are the names I have the most conviction in.

[BitcoinAIGuy @BitcoinAIGuy]

JENSEN JUST SAID HES HELPING ANTHROPIC SECURE CAPACITY WITH NEOCLOUDS

GUESS WHO HAS CAPACITY TODAY?????

Few

[IREN @IREN_Ltd]

Turns out the next big thing is pretty big.

Check out IREN on the Exosphere of @spherevegas this week during #DellTechWorld.

[Hartwell @HartwellCapital]

So $SLNH worth the buy in at this price?

[Hartwell @HartwellCapital]

I will continue to stack $TE & $IREN 📝

[Hartwell @HartwellCapital]

I reloaded an bought a lot more $IREN today

[Small Cap Snipa @SmallCapSnipa]

🚨 If you thought you missed the move… CONGRATS

$NBIS: $190 (was $235)
$CRWV: $99 (was $140)
$IREN: $48 (was $72)
$AAOI: $165 (was $235)
$CIFR: $18 (was $23)
$WULF: $20 (was $26)
$WYFI: $22 (was $31)
$APLD: $37 (was $48)

Demand for AI data centers isn’t slowing down and GPUs can’t stop running

[IREN @IREN_Ltd]

Building the infrastructure stack for the AI era.

@nvidia @danroberts0101 @MichaelDell