Juan Alberto

Hi

[Stock Pokémon TCG España @StockTCG_ES]

¿Cuántas veces te has quedado sin ETB por llegar 5 minutos tarde? 😤
Vigilamos +70 tiendas 24/7 y te avisamos al instante de cada restock y preventa de Pokémon TCG sellado.
Todo en un sitio.
📲 Alertas en Telegram → @stockTCG
🔗 https://t.co/FvCoWklX14
#Pokemon #PokemonTCG

[Stock Pokémon TCG España @StockTCG_ES]

🔥 Novedades Pokémon TCG de hoy

💎 Mega Evolution Booster Bundle — Universe TCG 30,00€
💎 Mega Evolution Booster Bundle — Universe TCG 30,00€
🟢 Ascended Heroes Booster Bundle
🔔 Alertas al instante en Telegram
https://t.co/3yUpShzyVw

#PokemonTCG #PokemonEspaña #Restock

[Daniel Roberts @danroberts0101]

Where power becomes intelligence.
NVIDIA GB300s arriving at Childress for our Microsoft Horizon deployment. Big effort from the team. $IREN

[Daniel Roberts @danroberts0101]

Horizon 1-4 for Microsoft coming together.

First 200MW - more underway. $IREN

[Juan Alberto @Losanchos]

Why is $IREN undervalued?

If a Hyperscaler buys the company to save the $38.5B in colocation fees, the implied fair value sits around $52.5B.
Current EV: ~$14B.

That’s a ~3.75x upside gap.
Theoretical price target: ~$170/share. 🚀

[Juan Alberto @Losanchos]

@moninvestor If we assume the Hyperscaler saves that $38.5B, wouldn't that push the implied valuation to ~$52.5B

That’s roughly a 3.75x multiple from here (~$171/share). Is that how you’re viewing the long-term target?

[Juan Alberto @Losanchos]

@ilzmcfly @danroberts0101 So the 'Buy vs Build' discount is essentially $38.5B.

If you price that in, the fair value sits around $52.5B total. That puts the share price over $170.
$IREN
Dan I know you're reading this. :)

[Juan Alberto @Losanchos]

@ilzmcfly Running the napkin math on this:
$82.5B (Colo Value) - $30B (Build Cost) = $52.5B Implied Value for a Hyperscaler.

That’s a ~3.75x upside from the current $14B EV.
Effectively implies a price target of ~$171/share. The arbitrage here is insane. 🤯 $IREN

[Juan Alberto @Losanchos]

@JustBill1182 @mtinvestor With an Iren sign?

[Juan Alberto @Losanchos]

@BitMartExchange $Bitto 6cHJn25Pay6nd4JJsKKZ8Fmm2NL43t8BY5Mp1hhiUb56

[Juan Alberto @Losanchos]

@CookinDevs @jeremybtc @BitMartExchange Nice

[Juan Alberto @Losanchos]

@Crypto_Bull7 @bonkfun @SolportTom Activate Windows

[Juan Alberto @Losanchos]

@dariab82 We should have paid the fee..

[Juan Alberto @Losanchos]

@santos275054989 @xet erase it

[Juan Alberto @Losanchos]

@BenTodar can we have dex boost

[Juan Alberto @Losanchos]

@BitMartExchange is in the house
https://t.co/IdivwaHy2b

[₿en Todar @BenTodar]

I’m gonna do something crazy

I’ll accept your offer and become a partner FREE OF CHARGE, if you bless $BITTO community!

Those who know me, know very well that I would do anything for my community.

[Juan Alberto @Losanchos]

@BenTodar @sheldonbitmart 👀

[Juan Alberto @Losanchos]

@Remy_degen What's the tg?