Mike appreciate the humor to start what I think is going to be a great day in markets. Can you give us some thoughts on QS and their integration into data centers? Seems like they have an impressive team
AI data centers aren't measured in compute anymore — they're measured in gigawatts. QS CTO @ironmantimholme & VP/GM Shahar Noy break down why energy flow is the next bottleneck for AI — and how solid-state batteries could help unlock it. 🔋 https://t.co/0VPYhwyOfs
Why does an introduction of the president have to mean you agree with his every idea? Lol. Protesting everything is really silly ur not morally superior I promise
Because you can’t define the story for an asset by screaming at it to behave a certain way, and eventually bitcoin will be around for longer to have more data to be greater understood but it’s not gold it’s bitcoin. Its different although yes of course hedge against debasement
Wtf kinda take is this? Drake is supposed to come out and reflect on his role? The fuck does that even mean he’s a rapper he’s not in therapy clown. Flexing your muscles is what makes rap songs great. wake up instead of woke up boi u on dat matrix juice
🚨 Ebro says Drake didn’t actually go as “deep” on ICEMAN as people are making it seem…
the panel says there’s a difference between revealing things vs truly unpacking why things happened
Ebro argues a lot of the album felt more like:
“This person did me wrong. That person did me wrong.”
rather than Drake analyzing his own role in everything
Nadeska also questions whether Future being back on the album might suggest the fallout wasn’t as deep as people originally thought
but Ebro says people expecting Drake to fully process a career-changing moment in 18–24 months might be asking too much
“Drake revealed a lot… but revealing & going deep are not the same thing.”
Mike can you describe in 1 sentence or less your reaction to the hysteria over the current 10 year yield. Is short term bearishness reasonable based off this alone? @mikealfred
@bitcoinbutcher1 following the bread crumbs and the previous cap raise in October of 25 and the deal announcement 3 weeks later with MSFT, is it foolish to speculate that a deal is forthcoming very soon?
My gut feeling is management is focused currently on contracting 130 MW at Mackenzie and Childress to complete 2026 guidance
Upon completion of those data centers, that leaves 730 to sign in 2027 consisting of the following:
SW 300 MW
CF 30 MW
NVDA 60 MW
Childress 340 MW
Childress remaining air cooled is the quickest path to an enterprise and my gut feeling is $IREN is not happy with hyperscalers willingness to pay their desired rates currently
If we don’t build the data centers, and China continues to, as of course they will, this becomes a huge national security threat both literally and in respect to the fact that our economy won’t grow at the same pace. China is already far ahead. Not as simple as you suggest sir
Mr. Wonderful sucks. He sucked on shark tank. He sucked in Marty Supreme. And he sucks even more as a person in real life. These data centers offer zero upside to ANYBODY other than the billionaires building them. Drain on society, devastate the environment, and help kill jobs. All so the filthy rich can become even filthier
Spoke with a doctor from Austin, TX:
They currently have $140,000 in a savings account.
Considering putting it in the S&P 500 but worried about value now being all time high.
May instead put their money in a 12 month CD giving them guaranteed 4.5%.
...What would you do!?
I’m old enough to remember being told by “experts” that $IREN would not be included in ERCOT batch zero or be energized at all.
Good thing I didn’t listen.