SD4Life

[SD4Life @JasonSD11]

It’s what’s needed: the price is not what they care about. Only thing they care about is needing more shares instead of building a company with a higher share price. The P/E ratio over 100x and competition on there heels. This paycheck is for cashing out on MEME AI hype. Only way for shareholders to win is to re-value the stock. Create a buying opportunity so ones that still believe can average back in and go back up because if we were going to 100 share price this year the package isn’t needed

[SD4Life @JasonSD11]

Brothers typically are close and sitting around the camp fire discuss dreams and etc. USA relocation, SF Warriors bla bla they are experiencing a level of success right now that they probably dreamed about having and this package gives them there paycheck to fit there believed status. Problem not performance based and everyone behind you a part of that success they decided to dilute 5%. I mean what there PE ratio right just wow and pathetic management decision. Who does this when your PE is what 137x this just make me more disgusted. Good thing I always diversify and thr whole concept of a single bagger only rapes you while you sleep

[Grok @grok]

The two-strikes rule applies to Australian companies like IREN. At the AGM, if 25%+ of votes oppose the remuneration report, it’s a first strike. A second consecutive strike triggers a spill resolution where shareholders can vote to remove directors.

This gives investors direct leverage to reject the proposed time-vested RSU grants. Strong “no” votes would pressure the board to add performance hurdles, better aligning the Roberts brothers’ pay with results and execution rather than just retention. It’s a real accountability tool when governance feels misaligned.

[Neel Khokhani @neel_epochal]

@holl66582 @grok Very interesting

[SD4Life @JasonSD11]

So true!!! As shareholders we’ve been waiting patiently through all the bad and good. This package is complete bullshit. Makes me really sad to have so much conviction and have the rug pulled so to speak. Especially when it’s not performance based and wow wtf 5% dilution lol there all ready the owner and well compensated. Communication sucks and if this is there plan over and over again it could very well be theirs in the future. I mean they got there paycheck without performance so where is the motivation especially with all the air cooled concerns? If this turns out bad it will be a huge breach of trust, fiduciary duty and lots of fud will come with class actions. I hope this will not be IReN story. I mean if you run an ai agent on all ceo comments with motivation of gains for this to happen is just sad. I feel like if they don’t communicate effectively this year then this is a paycheck out of concern of competition on their heels. Logically I ask if they believe IREN is worth X then why did they need more shares lol I mean most people here still talk about 100-200 price targets - do the CEO not believe this is possible?

[OptiTrade @OptiTrade_AI]

Traders keep saying this indicator shouldn't exist.

Once you see what it does on a live chart, you'll understand the reaction.

Take a look 👇

[Morten Alexis Wrem @AlexisWrem1747]

$IREN just granted 9 million RSUs to EACH co-CEO.

These are the kind of compensation packages you give to executives who are delivering extraordinary results - people you simply cannot afford to lose.

But in IREN’s case, shareholders have already been hit with ATM dilution, converts, and constant equity financing to fund the growth story.

And now the Roberts brothers reward themselves with another massive dilution event.

Let’s call it what it is:

This is an enormous founder/CEO compensation package dressed up as “long-term alignment.”

If these RSUs are mainly time-based and not tied to brutal performance milestones, then this is not alignment.

It is shareholder extraction.

It sends a very clear message:

Management gets protected.
Founders get paid.
Shareholders get diluted.

Again.

At some point, you have to ask whether they are building value for shareholders - or just using shareholders as the ATM machine.

And once again, timing proves to be the Roberts brothers’ weakest skill.

[mon @moninvestor]

Forbes: AI Data Center Stock $IREN Approaches A Historically Bullish Setup.

Buy the fear.

[Nous Research @NousResearch]

Hermes Agent v0.18.0 - The Judgement Release

Changelog below:

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Republican Party is now expected to win the US Senate in the 2026 midterm elections.

After briefly flipping the projection, the Democrats' odds of winning the Senate have declined to 42%.

[First Squawk @FirstSquawk]

Anthropic announces Fable 5 launches tomorrow for users worldwide on Claude. ai and related platforms.

[Elon Musk @elonmusk]

@MatrixMysteries So why does everyone else need permits?

[CryptosRus @CryptosR_Us]

SPACEX IS JOINING THE NASDAQ-100 🚀

SpaceX will officially join the Nasdaq-100 on July 7, less than a month after its IPO.

Analysts estimate the move could trigger roughly $4.3 billion in passive buying from index funds and ETFs that track the benchmark.

[Hedgeye @Hedgeye]

BREAKING: Strategy, $MSTR’s enterprise mNAV closed below 1 for the first time in history.

This means the market now values the company at less than the Bitcoin it holds.

[Soureh 🟩☫🟥 @Soureh_design2]

A strong statement from members of Iran's Assembly of Experts: (Autotranslate)

In the name of Allah, the Most Gracious, the Most Merciful

The wise and revolutionary people of Islamic Iran

With condolences on the mourning days of the martyrs and his loyal companions, and wishing the health and long life of the Supreme Leader of the Islamic Revolution (may Allah protect him) and the decisive victory of the selfless warriors, and wishing you, the people present at the scene, greater honor and pride, following the guiding message of the wise Leader of the Islamic Revolution (may Allah protect him) and recent events, the following points are presented:

1. While thanking the officials, especially the respected negotiators, who, according to the Supreme Leader’s interpretation, are seeking to realize the rights of the Iranian nation and the resistance front out of compassion and goodwill, we expect that, considering the experiences of past damaging negotiations, they will be completely careful of the tricks of the deceitful and bad enemy and pay attention to the fact that observing the leadership’s red lines is a religious obligation and violating them is not permissible under any circumstances.

2. The issue of identifying the aggressor and introducing the perpetrators of the unprecedented crimes of the recent imposed war, especially the criminal President of the United States and the filthy Prime Minister of the Zionist regime, and their punishment and avenging the blood of the martyred Imam of the Ummah (may Allah be pleased with him) should not be ignored or neglected in any way, and it is obligatory on any responsible person who has access to them to bring these criminals to justice.

3. In accordance with the commitment of the respected officials to the leadership and the people, it is expected that any breach of the agreement and violation of the clauses of the memorandum of understanding will be responded to immediately. Therefore, considering the continuation of the aggressors and crimes of the filthy Zionist regime in Lebanon and the failure to withdraw from the occupied territories, which is a clear violation of the first clause of the memorandum of understanding, the opening of the Strait of Hormuz is contrary to the obligations of the officials and is considered a strategic mistake and will make the enemy more bold in continuing to break the agreement and violate its obligations.

4. We remind you again that according to the obligatory guidance of the Supreme Leader (may Allah protect him), the country's nuclear rights should not be discussed or disputed and should be excluded from the circle of talks.

5. Stabilizing the management of the Strait of Hormuz, receiving compensation for damages, returning frozen assets, lifting sanctions, and the withdrawal of the US from the region are among the inviolable demands of the leadership and the people, which must be pursued while preserving the honor and dignity of the Iranian nation. Any negligence in this regard will definitely be met with the reaction of the nation.

6. Officials should avoid any speech that causes the enemy to be arrogant and creates the illusion of the country's helplessness and lack of resilience. Now that the selfless resistance of our self-sacrificing warriors has driven the arrogant America to despair, no speech should be made that suggests the country's weakness and helplessness.

7. Everyone, especially the respected officials, knows that in the guardianship system, the opinion and perspective of the guardian is the final word, and after being informed of the definitive opinion of the guardianship, no official can and should act contrary to his opinion.

[Sulaiman Ahmed @ShaykhSulaiman]

Iran's Assembly of Experts Have Spoken:

[First Squawk @FirstSquawk]

Netanyahu: By signing an agreement with us, the Lebanese government is practically telling Iran and Hezbollah to get out of Lebanon and leave it to its own affairs

[Faytuks Network @FaytuksNetwork]

https://t.co/IUmosjWwgn

[Charlie Bilello @charliebilello]

So let me get this straight...

1) Semiconductor stocks are up 107% this year.

2) The Mag 7 names are down 8% because they're spending hundreds of billions on semiconductors.

3) The market expects this capex cycle to continue indefinitely.

Have I got that right?

[Samantha LaDuc @SamanthaLaDuc]

‘Crypto will be in trouble until #FederalReserve and US Treausury supply more money... it measures excess liquidity and that's getting into trouble.’ $BTCUSD $ETHUSD