Jer Ayles

Founder: How to Loan Money to the Masses w/o Getting your Butt Handed to You"~

[Jer Ayles @JerAyles]

SpaceX History in the making 🤗

[Jer Ayles @JerAyles]

@Manu_Sisti @philosophysage Claude

[Jer Ayles @JerAyles]

@gregisenberg not weird! Normal today

[GREG ISENBERG @gregisenberg]

I was once pitching in a board room at a top 3 VC firm for a $15M Series A.

12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30+ minutes. Nobody acknowledged it. Everyone just kept going.

I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital.

You might fly across the country to perform for people who may or may not be conscious.

It's a dance.

And sometimes you lead and sometimes you follow and sometimes your partner is unconscious.

If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird.

No one talks about it because they want to continue raising. But I'm happy to stick my neck out there.

It is weird.

[Jer Ayles @JerAyles]

Please dump Karen bass

[Commentary: President Trump 47 @Trump47News]

🚨 BREAKING: Radio Stations in Los Angeles are calling for the Removal of Mayor Karen Bass 🔥

California is FINALLY waking up

Make California GREAT Again

[Jer Ayles @JerAyles]

Excellent

[Nick Sortor @nicksortor]

🚨 NOW: An Assistant US Attorney is now INSIDE the Los Angeles ballot processing center, as @USAttyEssayli announces MULTIPLE federal investigations into voter fraud in California

Expose it ALL and prosecute!

[Jer Ayles @JerAyles]

🥲

[Benny Johnson @bennyjohnson]

How are Democrats cheating in L.A.?

Let me show you…

There are 26 registered voters at this toilet in Los Angeles.

I’m not kidding. I have the voter records. See for yourself. The only thing here is a stinky port-a john inside an empty parking lot.

No homes. No mailboxes. No businesses. Yet TWENTY SIX ‘people’ are casting ballots here.

Straight-up voter fraud out in the open. This just a glimpse of what’s happening under Gavin Newsom.

This is why California desperately needs Voter ID — and we must pass the Save Act NOW.

[Teddy - PolyBackTest.com @Bitcoin_Teddy]

MARC ANDREESSEN: "We had meetings with the Biden admin where they told us to not even start AI companies because there's no way they'll let them succeed."

JOE ROGAN: "What do you do after a meeting like that?"

MARC ANDREESSEN: "You go endorse Donald Trump."

LMAO

[Jer Ayles @JerAyles]

#IREN 💪✅☝️

[Daniel @danielisdizzy]

The AI bottleneck is power.

$IREN now has 5.3GW of contracted power after announcing a new 800MW data center campus in Australia.

Jensen Huang $NVDA explains why this matters:

“None of the bottlenecks (like memory, chip production…) last longer than a couple of years, three years. None of those things worry me.

What’s different is energy.

You can’t create an industry without energy. You can’t build anything without energy, and those things take a long time.”

The AI bottleneck isn’t chips.

The AI bottleneck isn’t memory.

It’s power.

I have no doubt that $IREN will fully utilize all 5.3GW of contracted power.

The AI revolution desperately needs it.

[Jer Ayles @JerAyles]

How to Start or Improve a Loan Business - https://t.co/1w1JiR70k7 https://t.co/Ezoh9oLUTO

[Jer Ayles @JerAyles]

Record Consumer Debt: Why Lenders Should See Opportunity, Not Crisis https://t.co/E0zWLgGoip

[Jer Ayles @JerAyles]

Get past the “chat phase “ to the “second bucket,” or you will be behind!

[Jer Ayles @JerAyles]

IREN 💪

[Birk @Bare_Birk]

$IREN's >4000% AI growth in the coming 15 months with 5 new deals announced in the coming 6 months. The path to >$12B ARR and >$100 share price by 2027 👇

I believe the upcoming 6-9 months will be highly compelling for Iren, and I expect the stock to significantly outperform the broader market. This outlook is driven by numerous positive catalysts poised to push the share price upward, which I will outline below:

1. Exceptional AI Revenue Growth (>4000% over the next 15 months)
Over the next five quarters, Iren is projected to achieve triple-digit quarter-over-quarter (QoQ) growth, scaling revenue from $34 million to over $1.4 billion within this timeframe. According to calculations by @bitcoinbutcher1 , Iren is on track to reach an annual Recurring Revenue (ARR) exceeding $12 billion by the end of 2027. (check his post)

2. Anticipated Contract Announcements (5 deals in the next 6 months)
Over the next three months, I anticipate Iren will announce several contracts related to their 2027 capacity. Iren currently has an ARR of $4.4 billion, and over the next six months, I expect management to increase contracted ARR from the current $3.1 billion (as of May 29, 2026) to over $10 billion. This growth will be driven by multiple agreements utilizing their 2027 capacity. Below is an overview of these expected agreements:

Mackenzie (80MW):
Iren has purchased approximately 36,000 B300 NVIDIA GPUs, scheduled for delivery in the second half of 2026. This data center will begin generating cash flow for Iren within the year. While the GPUs have been procured, a formal customer announcement for this facility has not yet been made. Market speculation suggests these resources may be allocated to existing clients such as Fireworks AI or togetherAI. However, I am optimistic that Anthropic could secure this capacity, given that Mackenzie is likely one of the data centers offering the fastest time-to-compute. Industry observers are keenly aware that Anthropic is in urgent need of immediate capacity. I expect an agreement for Mackenzie to materialize in the coming months, which would subsequently boost the projected EOY 2026 ARR from $3.7 billion to $4 billion.

Canal Flats (30MW):
As Iren's smallest data center, Canal Flats is set to be retrofitted from Bitcoin mining to air-cooled AI capacity. Consequently, an announcement from Investor Relations regarding additional B300 purchases for this site is highly probable in the near term. This facility is expected to be operational by the first half of 2027, contributing an estimated ARR of over $300 million.

Horizon 5-6 (Liquid-Cooled, VR200):
In their Q1 report, Iren announced plans to build an additional 100MW of IT load utilizing liquid-cooled data centers. I suspect this capacity will be contracted to Microsoft, which is already a client for Horizon 1-4. The key differentiator is that Horizon 5 and 6 will be designed for NVIDIA's latest Vera Rubin models. Estimating the ARR contribution is difficult, as comparable contracts are not currently present in the market, but I anticipate this contract will be secured shortly. With Horizon 1-4 slated for completion by EOY 2026, it is logical to commence groundwork and expansion soon—a process significantly aided by having a committed client.

Childress 250MW (Air-Cooled, Retrofitted):
Iren also announced an additional 250MW of air-cooled capacity for Childress. This involves retrofitting existing Bitcoin data centers into air-cooled AI facilities. The strategic decision to prioritize air cooling is driven by the ability to offer faster time-to-compute, a critical focal point in today's market (again, highly relevant to companies like Anthropic). We already know that 60MW of this capacity is contracted to NVIDIA, leaving 190MW currently available. This remaining 190MW could contribute an additional $2.1 billion in ARR (calculated as $700 million ARR from the NVIDIA contract multiplied by 3).

Sweetwater (300MW to 1.4GW):
This facility has been designated as NVIDIA's "flagship deployment for NVIDIA's DSX architecture." An initial 300MW is scheduled for development in 2027, scaling up to a massive 1400MW data center over time. The immediate 300MW phase currently requires a committed contract. Iren has already completed significant groundwork for the site and secured grid connection approval in early May. This contract will involve NVIDIA's VR200 GPUs, likely making it the largest data center globally with a VR200 installation. This is the contract I am most anticipating due to its sheer scale, potentially exceeding $20 billion. While it is a long-shot, there is a possibility that the entire 1400MW could be leased to a single client. Such a scenario would imply a potential contract size of over $100 billion—a staggering figure considering Iren's current market capitalization of $22 billion.

3. Strategic Rerating: From Bitcoin Miner to Neocloud:
Despite being a strong proponent of Bitcoin myself, its current association does more harm than good for the company's valuation. Bitcoin is generally viewed unfavorably by Wall Street, resulting in the stock trading at significantly lower multiples compared to pure-play AI companies. As Iren transitions away from Bitcoin over the next 6-9 months, I expect the stock to undergo a significant rerating as the perceived risk associated with cryptocurrency is eliminated. This pivot will serve as a major positive catalyst; the company will shed its label as a mining operation and be formally recognized as a premier data center provider.

[Jer Ayles @JerAyles]

A Rare Opportunity to Bring Soccer Legend Carlos Salcido to Your Store https://t.co/UKKObnOFJA

[Jer Ayles @JerAyles]

Geez! California politicians need a cleaning

[Wall Street Apes @WallStreetApes]

Insane corruption from a homeless project in Los Angeles, California

- The Weingart NGO got a $30 million dollar grant for homeless housing
- A senior citizen home was cleared of elderly residents
- The property was listed on the market for $11.2 million, but it was then sold to Weingart for $27 million (huge gap of money that disappeared)

The city pays the NGO extremely high rates, $400,000 per bed per year for homeless housing on this property

The building sits empty

The NGO has no obligation to put a homeless person in a bed, so they can bill for every room at $400,000 per year with no one in them

It doesn’t stop there. Taxpayers also cover the purchase, operations, upkeep, and problems even if the facility sits empty

The Weingart NGO operates around 10 similar homeless housing facilities

We need prison sentences for every Democrat involved in these deals and every NGO executive

Spencer says he will hand them over to the IRS and DOJ for investigation and prosecution

I saved him some time and looked up who handed the money out

Key Democrats Who Oversaw the Money

- Mayor Karen Bass (Democrat)
- Former Mayor Eric Garcetti (Democrat)
- Key member on the Housing & Homelessness Committee is Nithya Raman (Democrat) who has been involved in oversight and funding decisions
- LA County Board of Supervisors (All Democrats)

I think the problem is clear

[Jer Ayles @JerAyles]

How to Start/Improve a Subprime Loan Business https://t.co/6E4eKHB5QP

[Jer Ayles @JerAyles]

Texas CAB Lending, Big Money If You Don’t Get Sloppy. https://t.co/gtryi4p1sX

[Jer Ayles @JerAyles]

@RealJamesWoods , In addition to @spencerpratt , The man behind these ads has a great future ahead of him!

[James Woods @RealJamesWoods]

I’m laughing, but he’s exposing Bass and Newsom for the cartoon characters they truly are.

The simple fact is that you’d have to be out of your mind to reelect Karen Bass after what she has done to our beautiful city. She is a living nightmare.

[Jer Ayles @JerAyles]

@spencerpratt 👍👍👍👍

[Wall Street Mav @WallStreetMav]

Spencer Pratt has the best online campaign videos.

I don’t know if his campaign is making these or if it is online fans doing it for free. But this stuff is amazing.

[Jer Ayles @JerAyles]

@_shakeel_19 Loan money to friends/family? Lose your friends or family. It’s NOT a loan.

[Jer Ayles @JerAyles]

@spencerpratt 👍

[Eric Daugherty @EricLDaugh]

🚨 WOW! LA mayoral candidate Spencer Pratt was spotted at the MMA fight near Los Angeles and fans were asking him for pictures

Everybody is learning about Pratt's common sense!

VOTE FOR THE GOLDEN AGE 🔥

📽️ @ArashMarkazi