Old School Godfather

Hardknocks

[Matt Allen @investmattallen]

$CIFR Cipher revealed $AMZN AWS as the tenant behind its Stingray data center project

The deal includes a 15-year triple-net lease, nearly 100% NOI margins, and $2 billion in contracted payments

These are some of the strongest AI data center economics we’ve seen disclosed

[Old School Godfather @OldschoolToday]

@SmallCapSnipa Seemed someone was loading heavy today on $KEEL imo

[Old School Godfather @OldschoolToday]

@cantonmeow $GLXY a Monster in the making !!

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Don’t fall for false narratives

- Equity bull market intact
- Crypto only way for tokenization
- Crypto key in a machine to machine AI world

[Black Panther Capital @BlackPantherCap]

I’ll say this once:

I STILL can’t believe some people are bearish $IREN.

Nick Giles, B. Riley Securities just raised their PT on $IREN from $88 → $96.

Nick is ranked #63 out of 12.190 analysts on TipRanks with a succes rate on 76%.

Demand for GPU power has NEVER been bigger.

In my opinion it’s not the time to be bearish.

It’s almost the same as believing AI will not become a thing. That’s not gonna happen with all that CAPEX being spend.

AI is here to stay. We are in early innings.

Power is EVERYTHING.

-BP

Please note, as always: this is my personal opinion and not financial advice.

[BitcoinAIGuy @BitcoinAIGuy]

If we were actually in a euphoric AI bubble we’d see $IREN repriced to $500+ TODAY, based on its secured power’s revenue *potential* — yes in 2026. That’s what euphoria and real bubble looks like.

Today’s prices tell me it’s still early days for $IREN and it’s still misunderstood; the stock is still building momentum and the business is still proving itself as both a developer of AI data centers and as a Cloud Service Provider… with the potential to be a leader in the market.

The stock seems to have many years to run… and multiple periods of euphoria to look forward to… but if $IREN magically reprices to $500 in 2026… would I take profits… yes.

Wake me up when the bubble accelerates 🥱

Or should I say: A C C E C E L E R E R A T E

[Matt Allen @investmattallen]

The AI neocloud category is one of the most misunderstood sectors of the AI infrastructure trade:

1. $MARA Mara (AI Sovereignty)

American hyperscalers have a legal problem serving foreign governments. The CLOUD Act means data stored on AWS or Azure is potentially accessible to the U.S. government and foreign nations are not okay with that. MARA acquired a 64% stake in Exaion, a subsidiary of French state-owned energy giant EDF, specifically to serve governments and enterprises that need AI infrastructure their own governments actually control. That is a customer base $AMZN AWS cannot legally compete for. And once its Long Ridge acquisition closes later this year, MARA’s operational and development footprint reaches roughly 2.2 GW. This is no longer a Bitcoin miner but an AI play hiding in plain sight.

2. $NVT nVent (The Vera Rubin Buildout)

nVent is not a neocloud but you cannot build one without it. The entire Vera Rubin generation is defined by one design choice: $NVDA NVIDIA made the NVL72 racks 100% liquid cooled. That single decision turns nVent into a direct beneficiary of every Rubin rack deployed, because each one needs exactly what nVent makes: liquid cooling hardware and rack level power protection. As Rubin ramps through the second half of 2026, that demand flows straight into nVent’s order book, which hit a record $2.6 billion last quarter. It compounds quietly at 20% operating margins while the rest of the market chases the headline names.

3. $CRWV CoreWeave (The Essential Cloud)

When companies build and deploy AI models they need somewhere to run them. CoreWeave is becoming the place the best ones go. Vera Rubin is NVIDIA’s next generation chip delivering roughly five times the inference performance of what exists today and CoreWeave is among the very first to deploy it at scale. That early access is how you end up with nearly $100 billion in contracted backlog from $META Meta, Anthropic and Mistral. They are not signing decade long commitments to a GPU rental company. They are betting on the infrastructure layer the AI economy runs on.

4. $IREN IREN (Energy-to-Compute)

The thing most people miss about AI infrastructure is that GPUs are not the bottleneck. Power is. You can order chips today and wait years for the electricity to run them. IREN has secured 4.5 GW of power globally and needs only a fraction to hit near term targets. Microsoft is already a customer. NVIDIA signed a landmark partnership. And the Mirantis acquisition brought in hundreds of engineers with a decade of enterprise cloud experience across over a thousand customers. The runway here is genuinely difficult to overstate.

[Old School Godfather @OldschoolToday]

@kevinolearytv ETHEREUM !!
All Day !

[Old School Godfather @OldschoolToday]

@brian_armstrong Don't back down !! You got this !!

[Old School Godfather @OldschoolToday]

@investmattallen I can see $MARA making a significant move as they announce deals ...locked and loaded !!
JMHO

[Old School Godfather @OldschoolToday]

@BitcoinAIGuy $MARA & $INFQ

[Old School Godfather @OldschoolToday]

@zeroXhope Total BS/FUD imo

[MARA @MARA]

Reliable power is becoming one of the defining constraints in AI infrastructure.

Our latest blog explains why MARA entered into a definitive agreement to acquire Long Ridge Energy & Power, and how the transaction supports the next phase of our digital infrastructure platform.

[Old School Godfather @OldschoolToday]

@WilliamLeewin I see these 3 landing big deals and making Major moves
$MARA , $RIOT & $CLSK along with $IREN & $KEEL

[Mike Alfred @mikealfred]

Interesting commentary on CIFR from Cantor Fitzgerald today

[S Matthew Schultz @smatthewschultz]

This runs contrary to the current media narrative, but I can tell you that the incredible folks that have front row, actual real-world experience of our team, our commitment and our actions and not just hyperbole, are extremely proud to call @CleanSpark_Inc their partner. It’s no wonder they’re so enthusiastic about us bringing a massive new compute opportunity home.

[Old School Godfather @OldschoolToday]

@smatthewschultz @CleanSpark_Inc @GaryVec Liking that News !!

[S Matthew Schultz @smatthewschultz]

Tremendous honor for @CleanSpark_Inc ‘s very own president and CFO, @GaryVec to be appointed by the comptroller to oversee Texas’ strategic Bitcoin reserve. Over the past several years, Gary has been an incredible leader, advocate and resource for our team, always demonstrating impeccable integrity. I love to see it publicly recognized. Congrats to you, my friend. https://t.co/1z7WL2iDAz

[Old School Godfather @OldschoolToday]

@BitcoinAIGuy $IREN ... Loaded more to my stack today on this BS drop

[BitcoinAIGuy @BitcoinAIGuy]

$IREN/BTC

Major outperformance in bitcoin terms. Looks like $IREN is decoupling from Bitcoin… more guac candles loading

$100 soon… $200 is around the corner