Jjsson

Interested in Energy Storage⚡☀️🔋🌍➿

[Jjsson @JJsson2]

@chrono_chartist @cantonmeow @iamJMinx Fuck that was romantic. Might copy it.

[Jjsson @JJsson2]

@cantonmeow Penetrated

[Jjsson @JJsson2]

$IREN
I know very little about the company.
But I know I have never seen @danroberts0101 so relaxed and confident.

[Jjsson @JJsson2]

@FreemyerGreg @GrassmanWilliam They haven't been curved in a loong while... Your has long been outdated.

[Jjsson @JJsson2]

@Agrippa_Inv Devloped by Softbank, powered by the government, funded by Japan... Reading about the complexity, I couldn't help but remembering one of the first pieces I read about $IREN written by you. Vertical integration. The more parties involved, the slower the execution.

[Jjsson @JJsson2]

So...
When stocks are up:
"Don't pay attention to the fundamentals—they always lag. The fundamentals will catch up."

When stocks are down:
"Don't pay attention to the stock price. The fundamentals are strong. The price price will catch up."

Got it. Thanks.

[Jjsson @JJsson2]

@franklee6924T You, Sir, must come from the future! Wtf?!

[Jjsson @JJsson2]

@tidy_investors Words of wisdom 😮‍💨

[Jjsson @JJsson2]

@Freedom_By_40 I mean you know what you're doing but beware the fast paced 1/2 mile runs. The lactic acid accumulation on these can quickly go insane and I know strength athletes who underestimated it. Each discipline (strength, power endurance, endurance, coordination) has their own currency.

[Jjsson @JJsson2]

@Freedom_By_40 For cardio I mostly enjoy swimming, ice skating, bike tour and rowing. Some of them can easily be done outdoors. Rope skipping can also be nice. It's just some people love variety, others routine. The most important is to figure out what you enjoy most. Optimizing far second imho

[Jjsson @JJsson2]

@Freedom_By_40 Find something that's fun. Fun sticks.

[Jjsson @JJsson2]

@bert_gilfoyle Didn't we go on a massive hike of SP after you had managed to take a photo of a hummingbird last year?

[Jjsson @JJsson2]

@x_times_1 I mean he said federal income tax. What about value-added tax? What about retirees? What about students? I think I get what you're saying but would a symbolic contribution of let's say $1/month be enough for you?

[Jjsson @JJsson2]

@sheslee Touch it with your golden hands, please 🙏🏻😅

[Jjsson @JJsson2]

@Cluster_6 Thank you for sharing your analyses so generously - as always. I'd like to ask you something privately, can you send me a DM, please?

[Jjsson @JJsson2]

@cantonmeow I think it's time for another legendary list of palantiring list, isn't it?
I mean you only work, serve Danny's Patreon, work on your course and have cat/human needs.. But it would be - wait for it - legendary, right?

[Jjsson @JJsson2]

@franklee6924T I just wanted to thank you. I think that sharing ones analyses so generously, like you do, is one of the most inspiring things on this platform.
Viewed through your lense, this move makes sense and I'm happily using this price action and other people's frustration to accumulate.

[Jjsson @JJsson2]

@bert_gilfoyle @danroberts0101 @warriors What would've been your preferred way of raising brand awareness as a Neo-CSP?
And may I introduce you to one of my favorite X accounts on $IREN?
https://t.co/75M7yQjKFe

[franklee6924x @franklee6924T]

Here’s how I interpret this development based on the trend I’m seeing:

IREN’s positioning has fundamentally changed. It has chosen to step directly into the arena as a Neo-CSP (next-generation cloud service provider) delivering AI solutions to enterprises worldwide.

When competing against hyperscalers, all you really need to optimize for is power availability, compute density, and pricing. But when you are directly serving global enterprise customers across North America, Europe, and APAC, trust, brand narrative, content strategy, and market education become essential. IREN urgently needs a world-class “strategic storytelling capability” on the level of international technology giants to package and promote its AI Cloud platform and flagship AI factory initiatives.

This also requires extremely high market responsiveness. By bringing the external creative team that already understands its business best fully in-house — and placing founder Chris Parker directly in charge of IREN’s global branding and marketing — the company can achieve zero-delay execution between strategic intent and market communication, with 100% internal control.

IREN has explicitly stated its intention to build a globally recognized brand beyond North America, particularly in Europe and APAC. In different geopolitical and regional markets, building the brand image of a data center operator among local communities, power grids, and enterprise customers is extraordinarily complex. It involves narratives around green energy, local employment, and regional economic contribution. Internalizing a professional team helps avoid the “marketing traps” that often emerge during multinational expansion.

Taken together, if IREN simply wanted to operate as a stable compute intermediary, it would have no need for global brand-building or sophisticated content strategy — it could simply sign contracts directly with hyperscale customers. Its decision today to fully internalize branding and marketing capabilities suggests that management believes the core hardware puzzle (gigawatt-scale power infrastructure and the DSX architecture) and software puzzle (Mirantis) are now largely in place. The next decisive battleground will be the fight for direct relationships with global enterprise customers.

[Jjsson @JJsson2]

@sheslee @dannycheng2022 @greatmattsby How young are you, if I may ask?

[Jjsson @JJsson2]

@musaibnmaymun @GrassmanWilliam Where are you coming from? Considering to go on Wednesday...