Matan

Trading , Investing , Tech

[Matan @MatanSw01]

@dan_zafrir אותו דבר הרבה יחשבו על IREN ויאכלו את הכובע

[Matan @MatanSw01]

@nav09284172 אשמח

[איילת לאש @ayeletlash9]

הנה הנוח'בות הבאים שנפגוש בטבח הבא בכפר סבא, ראש העין ומודיעין.

הם מתאמנים בלי הפסקה,
לא מפחדים אפילו להתרברב בזה בגלוי,
ובדיוק כמו ב6/10
כולם יודעים
כולם רואים
כולם מתעלמים.
מחכים שהאויב יפתיע שוב.
פשוט לא להאמין.

[Matan @MatanSw01]

@KampnerSam מלא ריבים והשוואות של איזה מניה יותר טובה

[Daniel @danielisdizzy]

$IREN is by far my favorite buy among the neo cloud companies right now.

While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%.

The market is still massively underestimating one thing:

Power.

$IREN 5GW of contracted power is a real moat, and in the AI era, that matters more than almost anything else.

As Jensen $NVDA said:

“None of the bottlenecks like memory or chip production last longer than a couple of years.

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.”

This is the real AI bottleneck.

Not chips.
Not memory.
Energy.

$IREN already has it.

Those 5GW will be fully utilized.

Just like $AMD eventually massively outperformed $NVDA after lagging for a long time, I believe the same setup is happening here.

Right now, $IREN is lagging $NBIS.

That won’t last forever.

Buy the laggard.

[מניות_על_קפה @CTOIpyi990y7GKp]

1/
GPU של NVIDIA עולה $30,000.
עובד 24/7.
ועדיין 99% מהזמן הוא פשוט...
מחכה.
לא לחישוב. לא לחשמל.
הוא מחכה לזיכרון שיגיע.
זו בעיה בת 30 שנה שאף אחד לא פתר.
עד שחברה קטנה אחת החליטה לשבור את הכללים. 👇

[NZ ☄️ @CodeByNZ]

✅ Claude Code
✅ Claude Cowork
✅ Claude Design
✅Claude Finance
✅Claude Law
🔲 Claude Marketing
🔲 Claude Sales
🔲 Claude HR
🔲 Claude Operations
🔲 Claude Customer
…

[Matan @MatanSw01]

@Lidor_Ajam עלתה את כל הירידות דרך אגב

[Matan @MatanSw01]

@CrypticTrades_ I really hope so

[Freedom Bird @FreedomBirdo]

עלה לסאבסטאק. $IREN
19 דקות קריאה, קצת מעל 4,000 מילים שמרגישים לי כמו 150. קצרה היריעה מהשתרע.
ניסיתי לענות על כל שאלה ועל כל טיעון, שמתי דגש במיוחד על שאלת מימון השבבים ועל משמעויות העסקה עם $NVDA

הקישור בתגובה הראשונה.
המאמר מחולק לשבעה חלקים - נושאים:

מבוא
חלק א’: השותפות עם אנוידיה וכל נגזרותיה
חלק ב’: רכישת מירנטיס ותשתיות ענן
חלק ג’: רכישת נוסטרום, התרחבות לאירופה
חלק ד’: הדו״ח ותחזיות אנליסטים
חלק ה’: סיכונים - מיקרו וקצת מאקרו
קרדיטים וסיכום

[Matan @MatanSw01]

@nav09284172 ��ריצה הבאה שלה זה ל 100$+

[Daniel @danielisdizzy]

The deal between $IREN and $NVDA means everything for $IREN.

Jensen already said:

“If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are today.

We invest in our ecosystem because I want our ecosystem to thrive.”

The most important part of this deal is not the 5 GW that $IREN can now deploy with $NVDA infrastructure.

It’s not the $3.4B that $NVDA will pay for $IREN cloud services over the next 5 years.

It’s the fact that $NVDA now has a vested interest in seeing $IREN succeed.

That changes everything.

Huge news for all $IREN shareholders.

[The White House @WhiteHouse]

LET HIM COOK.

[Matan @MatanSw01]

@Crypto_Mario_B כמה בלבולי ביצים

[Matan @MatanSw01]

@JJ10598576 @A_M_R_M1 Iran will use it to build a nuclear bomb you dumbass

[Kanika @KanikaBK]

MOST PEOPLE DON'T KNOW THIS

There are Python libraries giving free market data for 170,000+ tickers.

Stocks.
Crypto.
Forex.
Economic indicators.

No Bloomberg. No expensive APIs.

Here are 12 libraries every quant dev should bookmark👇

[0xNobler @CryptoNobler]

🚨 BREAKING

TRUMP INSIDER WITH 100% WIN RATE JUST OPENED A $33,000,000 OIL LONG AHEAD OF TRUMP’S EMERGENCY ANNOUNCEMENT TODAY.

THIS GUY WENT ALL-IN AFTER A PERFECT STREAK OF 10 SUCCESSFUL TRADES IN A ROW.

HE DEFINITELY KNOWS SOME BIG NEWS IS COMING SOON…

[self.dll @seelffff]

i cancelled $2,000/month in trading subscriptions

replaced every single one with open-source repos
here's the full stack:

1. TradingView Pro ($30/mo) → lightweight-charts
   14K stars. by TradingView themselves. 45KB. free
https://t.co/Zj8BoF0kbj

2. Bloomberg Terminal ($2,000/mo) → fredapi + Claude
   every macro dataset the Fed publishes. free API
https://t.co/QOsmACH9tB

3. backtest platform ($100/mo) → prediction-market-backtesting
   NautilusTrader fork with Polymarket + Kalshi adapters
https://t.co/ezKB2PSBUq

4. real-time dashboard → polyrec
   terminal UI: Chainlink oracle, Binance feed, orderbook depth
   70+ indicators. auto CSV logging. strategy backtester
https://t.co/fYj5aFUTS4

5. bot framework (7 strategies) → Polymarket-Trading-Bot
   53K lines TypeScript. arbitrage, momentum, market making,
   AI forecast, whale copy-trade, convergence
https://t.co/xNSLjlIEZd

6. strategy reverse engineering → polybot
   execution + market data infrastructure. paper trading
   Kafka, ClickHouse, Grafana. full analytics pipeline
https://t.co/s3fjSwXV6z

7. paper trading for AI agents → polymarket-paper-trader
   real order books. exact fee model. slippage tracking
   your Claude agent gets $10K paper money and trades
https://t.co/oXMxD9uhKI

8. token savings → rtk
   CLI proxy. cuts Claude Code tokens by 60-90%
   Rust. single binary. 10 AI tools supported
https://t.co/WKnP7dfvuj

9. Claude Code itself ($200/mo) → goose
   35K stars. by Block (Jack Dorsey). Rust
   works with any LLM. full agent loop. free
https://t.co/md2P9CJ4Ia

10. wallet tracking + copy trading → Kreo
    track top Polymarket wallets. auto copy trades
    the only tool on this list i actually pay for
    because it makes more than it costs
https://t.co/rVKQ107tBV

total before: ~$2,600/month
total now: $0 + Kreo

bookmark this. you'll need it

[Matan @MatanSw01]

@MrImranPk Fake news* I’m an Israeli and nothing happened