Hubert Kubacki

[Hubert Kubacki @KubackiHubert]

@Miiiao2 @IREN_Ltd Of course it delays the returns, but they are not rushing for them. Notice that a lot of their investments is already covered by the clients, also with Microsoft already playing and nvidia backing them up, i dont think they have to rush for anything

[Hubert Kubacki @KubackiHubert]

@Miiiao2 @IREN_Ltd And why would they do it when they can wait for a year or two, and get 2-3 times more money on the same capacity? Whats the rush? Have some patience

[Hubert Kubacki @KubackiHubert]

@moninvestor That would be very optimistic scenario for Iren. I really hope it will get to 60 soon, but we still need to break and hold psychological level of 50

[Hubert Kubacki @KubackiHubert]

@moninvestor Where can i follow the earnings live?

[Hubert Kubacki @KubackiHubert]

Lil choppa en el market
@MyPropFirms @BIGBALLZBETZ

[Hubert Kubacki @KubackiHubert]

@moninvestor @nickthehodler Dont they have time until the end of the month? Why tomorrow?

[Hubert Kubacki @KubackiHubert]

@moninvestor What do you think about the Mirantis acquisition? I think it's a great opportunity to diversify services, which could be beneficial in the long run, but I'm concerned that it might also lead to further dilution of shares...

[Hubert Kubacki @KubackiHubert]

@HomeopathIm @moninvestor How do you want them to raise more money then? It's not possible to public a deal every single week. There are thousands of people who understand the potential in $IREN . By allowing more and more people to buy the stock (by dillution) both they and investors make more in time

[Hubert Kubacki @KubackiHubert]

@BitWhitman @moninvestor They already have a deal with NVDA, and it would be way to fast for Anthropic. My guesses are OpenAI or maybe Mistral

[Hubert Kubacki @KubackiHubert]

@moninvestor Who do u think it could be? Definetly not Anthropic it would be too fast. Do u think it could be OpenAI tho?

[Hubert Kubacki @KubackiHubert]

@moninvestor Finally some positive news. The whole data center sector needs informations like this to get back to the top. Curious if $GOOG will give us something positive to talk about after their earnings

[Hubert Kubacki @KubackiHubert]

@moninvestor @KiakotosC The value is there, the capacity is there, the only thing thats holding the company back is the lack of deals.
As soon as they secure some deals for the capacity they already have secured, things could snowball very fast

[Hubert Kubacki @KubackiHubert]

@VFirst999 @moninvestor $DUOL is a dead stock imo. I dont see the way they could come back

[Hubert Kubacki @KubackiHubert]

@moninvestor @AlexfromBabylon Huge marketing opportunity for me. Warriors are an amazing brand even tho they are not a very good team anymore. Still i believe it can bring some interest

[Hubert Kubacki @KubackiHubert]

@moninvestor The work you do deserves even more recognition. It’s hard to believe just how many promising companies I’ve managed to discover with your help

[Hubert Kubacki @KubackiHubert]

@moninvestor Great post with a great summary. Do you think the nuclear sector will also have a significant impact on the development of AI, given the demand for energy?