Oli

AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025

[Oli @OInvests]

How $IREN stacks up against the list Elon shared.

9 of 12 ticked. The other 3 aren't an operator's problem.

[Elon Musk @elonmusk]

This is a fuller list of the limitations of supercomputer buildout. If anything is missing, however seemingly trivial, the compute doesn’t work.

[Oli @OInvests]

Gavin Baker's list: $CRWV, Crusoe, $NBIS, $SPCX and the hyperscalers.

No mention of $IREN.

Here's the pit crew it's been hiring.

[Fireside Alpha @firesidealpha]

Gavin Baker says standing up a GPU cloud is like running a Formula One team, and CoreWeave, Crusoe, Nebius, SpaceX and the hyperscalers are the ones who can do it

“But standing up a big GPU cloud, not just bringing on the power, standing up the cluster, it’s like running a Formula One team.”

“And a bunch of people who have no real relevant experience, whatever, they acquire some land and some power and then they get a zero down payment offtake agreement from someone. And a lot of that is being cleaned up.”

“And I think, this is a forcing function to allocate GPUs to people who can actually bring on a cluster, energize the GPUs, run it well.”

“Like, running a Formula One team, it’s like really hard. You gotta like pack everything up, put it on a plane, go to a new city, unpack it, set it up, set the car up. You need all the people to change the tires, to change the rear wing if you get in a collision, to do whatever needs to be done during the race, to do the strategy, to communicate with the driver. It’s really, really hard.”

“And some of these people, they don’t have the relevant experience. CoreWeave, Crusoe, Nebius, SpaceX, the big hyperscalers, these are companies that can bring on GPUs and energize them and run them.”

[Oli @OInvests]

@antibearthesis Welcome back Noah 🫡

[Oli @OInvests]

@Glennvbr Yep for sure

[Oli @OInvests]

@JRConviction It will indeed. Chart looks primed

[Oli @OInvests]

@crypt_shprd It does indeed. Primed

[Oli @OInvests]

@TomOnDuty I’d take $1300 end of year from here considering how the recent volatility has been. More than possible

[Oli @OInvests]

This looks incredible.

I’m not ruling out $MU at $1500 by EOY.

[Oli @OInvests]

The “guppies” did not appreciate Elons words..

[Oli @OInvests]

@HKIStrategies Lmao the vids are back

[Oli @OInvests]

One green day.

[Oli @OInvests]

@DarioAlagarda Yes agreed

[Oli @OInvests]

Rising power demand and rising compute prices are tailwinds for neoclouds.

The only real headwind is the cost of borrowing. $IREN's customers prepay 45–55% of GPU capex, and its debt is locked in at favourable rates.

So why would any of this be bearish for $IREN?

[Oli @OInvests]

@L_Helsinki Hahahah let’s not get too ahead of ourselves

[Oli @OInvests]

@DBertuzzi28722 Interesting. I’d pick 2 but swap $VST and $BE

[Oli @OInvests]

Power. Memory. Connectivity. Compute.
The four AI bottlenecks.

Team 1: $BE $SNDK $AAOI $NBIS

Team 2: $VST $MU $CRDO $IREN

Which team are you on?

[Oli @OInvests]

Power. Memory. Connectivity. Compute.
The four AI bottlenecks.

Team 1: $BE $SNDK $AAOI $NBIS

Team 2: $VST $MU $CRDO $IREN

Which team are you on?

[Oli @OInvests]

@Qitmir786 Me too actually 😂 Love theme parks

[Oli @OInvests]

@Qitmir786 Buckle up. I think there’s more bumps left yet

[Oli @OInvests]

Sometimes upside isn’t the only measure though. When we compare to risk it’s one of the stocks with the lowest risk profile. Risk / Reward is strongly in favour of $MU here. Lots of upside with very little risk. I agree there are other companies that can produce a greater potential return.

[Oli @OInvests]

@thetalkingalpha Yeah it is. It’s held strong through this period too.

[Oli @OInvests]

@howellnatoyi Great average cost there

[Oli @OInvests]

@Global_hawk_eye Wow great disclipine

[Oli @OInvests]

@jaedonl0903 Fed decision tomorrow. 3 hyperscalar earnings still to come in next 48 hours. Way too early