John Dorff

[Earnest Hamilton @FinancialErnie]

$OPEN $CIFR $CELH $IREN $SLNH
It was a blast interviewing @mikealfred at the @EIF_Global this year. 🗣️🎙️

He explained his long term investment thesis 💰🏦:

✅ He doesn’t day trade emotionally 😱

✅ He saw the demand for energy early and grabbed enormous amounts of @IREN_Ltd & @CipherInc under $2 ⚡️

✅ He owns stock in both consumer beverages and real estate to hedge the volatility the market provides 🥤🏡

✅ The only current AI bubble is the one derived from an AI prompt “generate a bubble” (ok I inferred that from him staying we are not in a bubble) 🫧

I wish I had more time to deep dive into top 3 wines and the future of chart squigglers. 🍷📈📉

Hopefully we can chat again & break down delivery & execution of his favorite HPC infrastructure plays ⚡️🏗️

Photo Credit: @TheJohnDorff 📸

[John Dorff @TheJohnDorff]

@L_Winn96 @POTUS I can respect that! What are your reasons?

[John Dorff @TheJohnDorff]

@L_Winn96 As the GOP Chairman for Pittsburg County and a major supporter of President Trump, I'm genuinely curious to get your thoughts on this.

Does @POTUS' support for data centers move the needle for you and other MAGA folks in your neck of the woods?

[₿itcoin ₿utcher 🥩 🐑 🐷 @bitcoinbutcher1]

And you want to short data centers…

$iren $cifr $nuai $wulf

[John Dorff @TheJohnDorff]

@mikealfred @FinancialErnie @EIF_Global See you there!

[DNV999 @DNV99999]

$IREN I'VE NEVER SEEN ANYTHING THIS HUGE BEFORE!
And these are JUST HORIZON 1 and HORIZON 2 (150MW).
Childress's total is 750MW.

[John Dorff @TheJohnDorff]

@mikealfred High handicap should putt it.

[alouicious @alouicious]

Most people opposed to data centers have no idea about how they work, what they actually do, the real environmental impact..

They have been told on social media that data center = bad and therefore it must be bad.

There are ~250 data centers in the DFW metroplex and somehow there has been no ecological disaster, no disappearance of groundwater, no electrical failures.

IREN has a proven track record in being active in and improving the communities they participate in. They have been at the forefront of using renewable energy. They own the entire process and have a vested interest in the success of the project and community.

The question for local Oklahomans is whether or not you want to benefit from this or be left behind.

The work will get done, the infrastructure will get built. It’s a once in a generation opportunity to better your community.

[Kyle C @KyleConrad99443]

@TheJohnDorff Appreciate the write up. Well done. Born and raised in Oklahoma and now tracking this as an investor living in CA. Would be nice to see this resolve as a mutually equitable deal - get it right and you’ll have less people like me moving away for opportunity.

[John Dorff @TheJohnDorff]

@DJamesReports This is an interesting point. At the end of the meeting, Commissioner Selman said he didn't think there would be an opportunity for additional public comments. He seemed to believe they've completed the town hall meetings required by law.

[John Dorff @TheJohnDorff]

@Agrippa_Inv Thank you! This has been a fascinating experience!

[John Dorff @TheJohnDorff]

https://t.co/IiV64xtuYP

[John Dorff @TheJohnDorff]

@Nicole_pslm130 Hi Nicole, I’ve never posted an article to Facebook. I’d be happy to. Let me check it out.

[John Dorff @TheJohnDorff]

@mitxhsteven Our views are in the article! 😇

[John Dorff @TheJohnDorff]

@mitxhsteven Same. Did you hear anything about the referendum after the vote?

My intern Claude says that that’s a real thing

[John Dorff @TheJohnDorff]

@mitxhsteven Did they have the entire Sheriff’s department at the last meeting?

[John Dorff @TheJohnDorff]

@Gmo_CR It was fun! Happy to be the eyes and ears for the IREN faithful.

[Daniel Roberts @danroberts0101]

𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬.

There's been a lot happening at IREN recently.

Expansion across North America, Europe and Asia-Pacific.

The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.

Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.

That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.

Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.

Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.

Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.

Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.

Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.

That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.

AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.

[John Dorff @TheJohnDorff]

@mitxhsteven @DNV99999 Unfortunately, his post has 11K views with incorrect information.