Jacques B.

Exploiting the disconnect between secular trends and asset pricing

[Jacques B. @JacquesBahou]

Doubled my $IREN position this week. I think a re-rating is imminent. My gut says they’ll be ordering a second, even bigger batch of Blackwells soon. That’s when the real fireworks begin IMO.

[Jacques B. @JacquesBahou]

@TheLongInvest Fml

[Jacques B. @JacquesBahou]

@MyLordBebo They should’ve released this on April 1st, given how much of a joke it looks

[Jacques B. @JacquesBahou]

@Agrippa_Inv 🔥🔥🔥

[Jacques B. @JacquesBahou]

@Agrippa_Inv @danroberts0101 Never been more bullish. And can’t wait for that deep dive!

[Jacques B. @JacquesBahou]

@danroberts0101 @KennyZufall Are you telling me my $750 price target for $IREN by 2030 is still conservative?

[Jacques B. @JacquesBahou]

@franklee6924T @scludweed Can’t agree more

The next 12 months will be insane for IREN

[Jacques B. @JacquesBahou]

@TheLongInvest @P_Bonnet She clearly has an agenda.

I can’t respect someone who gives uneducated, misleading advice based on a personal agenda.

Let’s just call things what they are.

[Jacques B. @JacquesBahou]

@IREN_Ltd @SphereVegas 🚀🚀🚀

[Jacques B. @JacquesBahou]

@data168 No one on earth has enough IREN.
Not even IREN itself.

[Jacques B. @JacquesBahou]

@TheLongInvest It’s going to the moon

[Jacques B. @JacquesBahou]

@mikealfred 🚀🚀🚀

[Jacques B. @JacquesBahou]

@IREN_Ltd @danroberts0101 @cvpayne @FoxBusiness 🔥🔥🔥

[Jacques B. @JacquesBahou]

@foliotrail 🙌🏻🙌🏻

[Jacques B. @JacquesBahou]

@franklee6924T @scludweed @TheBigBerbowski 💯💯

[Jacques B. @JacquesBahou]

@TheLongInvest Won’t let you down

[Jacques B. @JacquesBahou]

My issue with colo is duration.

You’re locking scarce, energized AI infrastructure into 10 to 15+ year contracts in a world where the dollar is being structurally debased and compute scarcity may get worse over that same period.

You’re basically trading an appreciating asset, compute capacity, for a depreciating one: long-dated dollar cash flows

[Jacques B. @JacquesBahou]

@BitcoinAIGuy @paltrow7 Tick tock

[Jacques B. @JacquesBahou]

@brianfry01 @DNV99999 @MiningDataAI @g_duerksen 💯

[Jacques B. @JacquesBahou]

@BitcoinAIGuy @dannycheng2022 Are you stealing my ideas? :p

[Jacques B. @JacquesBahou]

@MirantisIT @saturn_cloud 🔥🔥🔥