Frosty

Supply chain guy by day 📦 | AI obsessive by night 🤖
Building @TimeToCompute — mapping the AI buildout & surrounding news 📰⚡️

[Frosty @TimeToCompute]

Every time I use AI to explore a new creative outlet, it always amazes me.

This isn’t about ‘making a quick buck’ for me. This about truly believing in the technology, and knowing where the future is heading.

$IREN @OpenAI @AnthropicAI @grok

[Frosty @TimeToCompute]

@SofaKingPale @Maverick24060 So true - never know what the day has in store for us, or how the market will interpret news

[Frosty @TimeToCompute]

I have a strong feeling that $IREN will announce Horizon 2 is already up & running on this earnings call.

[Frosty @TimeToCompute]

@AvivArazi Would be a good day if that happened. FYI @danroberts0101

[Frosty @TimeToCompute]

@AlexisWrem1747 @mavrocapital @FransBakker9812 A recent flyover determined it couldn’t be ready for earnings. And FYI @FransBakker9812 ‘s information on H1 was 🎯

[Frosty @TimeToCompute]

@aleabitoreddit Start twitch streaming

[Frosty @TimeToCompute]

@Stevenwlf I hope she does bro! 👊

[Frosty @TimeToCompute]

@KennyZufall Certainly hope so! Would be great to show how quickly things can go up when the blueprints there

[Frosty @TimeToCompute]

@SALLC2023 @FinXDad @FransBakker9812 Hopefully we get a good bull cycle with neoclouds before then!

[Frosty @TimeToCompute]

@Maverick24060 Yes - I can see earnings being fairly flat. Hopefully there’s a few surprises up their sleeve on the 15% (50-60MW) uncontracted capacity

[Frosty @TimeToCompute]

@FinXDad @FransBakker9812 I can also see this having an impact in the future, although I’m not certain on the timeline. I will likely rotate some of my portfolio to Spacex in the next 6 months.

[Frosty @TimeToCompute]

@FinXDad Unfortunately from aerial photos taken, it has been confirmed to not be ready for earnings. @FransBakker9812 estimates late September.

[Frosty @TimeToCompute]

@DollarCostAvg Nah bro - success is a dish served cold

[Frosty @TimeToCompute]

@mavrocapital Yeah by the looks of it - @FransBakker9812 confirmed it’s not the case.

[Frosty @TimeToCompute]

Unfortunately looks not to be the case.

[Frosty @TimeToCompute]

Quite disappointing price action for $IREN yesterday largely due to Citadel dumping shares on market open.

Two big catalysts to watch next week:

$NVDA earnings - 26th Aug
$IREN earnings - 27th Aug

Personally, I’d like to hear more from Iren on:

1) Secured financing / GPU’s for 2027 buildouts - hopefully GPU’s are secured prior to the 30% price increase $NVDA is rumoured to be passing on to customers from 27.

2) Remaining Microsoft builds & whether they are still on target to be live & billing by EOY 26.

3) Whether the 15% remaining 26 capacity is now contracted, and if so - to who?

For me, if these are satisfied - then it continues to validate my belief in @danroberts0101 & team.

[LimeWire @limewire]

Stop asking, we don’t have GTA 6 leaks.

[Frosty @TimeToCompute]

@Zarrar776 Nothing to do with share dilution. It’s citadel selling / shorting

[Frosty @TimeToCompute]

@FrandsenHanz One that is heavily manipulated

[Frosty @TimeToCompute]

@aleabitoreddit @AvivArazi Pretty disturbing