⚡️UDI·Z⚡️🫐

⚡️free man // engineer. pilot. ex military // trader. investor⚡️

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@Rainmaker1973 RIP Felix

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@midlevelcruiser Oh, I just went shopping.

Bought me some $IREN, $IRE, and all kinds of $IREN options and spreads

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@Agrippa_Inv @JaradCapital Not only investors. It’s a plague with people who grew up being spoon-fed with all the information they needed and not having to figure out anything for themselves. And AI is making it worse.

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@XCapitalMgmt Well, as a pharmaceuticals professional I can tell you the FDA is already kind of hated. But drug development has to be regulated or you’re going to get children with short arms and legs again, and worse.

The FDA should also use AI to become more efficient.

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@anandragn @Agrippa_Inv @LandoInvests Love this discussion. Everyone being respectful. Rare on X.

Over the years I’ve learned that with $IREN, a combination of both approaches works best because the stock is so volatile. I have a core position that I don’t touch and a smaller one that I trade. That served me well.

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@_Sgr_A_Star @XCapitalMgmt We know they haven’t missed timelines in the bitcoin days. Even though the grew faster than anyone else. AI is harder than bitcoin. Much more complex than buying some ASICs and plugging them in. It’s a learning curve, and they will get there. 2027 will be better.

[StockAnalystPro @StockAnalystPro]

A respectful message to @danroberts0101, @IREN_Ltd

I remain highly optimistic about IREN’s long-term AI opportunity. However, building a true production-grade AI Cloud is far more complex than simply installing GPUs in a data center.

It took my AI solutions team in a hyperscaler company nearly two full years to design, harden, and successfully deploy a production-grade AI solution for enterprise customers across multiple regions.

The challenges spanned infrastructure resilience, security hardening, regulatory compliance, high-reliability operations, inference scaling, and 24/7 operational readiness.

That experience gives me deep respect and patience for $IREN’s shift from Bitcoin mining into a full-stack AI Cloud and Neocloud platform.

Your power, land, and data centers are a strong foundation. But turning that into an enterprise-grade AI platform is a genuine multi-year journey.

That said, communication with retail has been challenging.

The recent silence around the ATM, Warrior deal, and subsequent RSU announcement highlights where the IR team needs to be far more proactive—clearly explaining context and next milestones to reduce uncertainty.

Retail investors deserve:

• A clear AI Cloud roadmap
• Measurable deployment milestones
• Realistic capacity and revenue timelines
• Regular customer and utilization updates
• Better explanation of DSX advantages

Retail shareholders have supported $IREN through volatility, capital raises, and this transformation. They should be treated as long-term partners.
More proactive engagement from leadership and IR would greatly strengthen confidence.

Longer term, $IREN should strengthen its Board with proven leaders from NVIDIA/Hyperscalers/MIT/ Large scale computing, data center operations, AI research, and enterprise sales. This would add instant credibility and accelerate partnerships.

@danroberts0101, many of us in the community would love to hear your thoughts on:

1. What are some of the key DSX milestones you’re most excited about over the next 12–24 months?

2. When might we start seeing more meaningful enterprise AI Cloud utilization?

3. How is the team planning to share progress between earnings calls?

$IREN has the power, sites, and infrastructure edge.

Strong execution + transparent communication will make it a global AI infrastructure leader.

$IREN community—what else would you like clarity on?

$IREN $NVDA #AI #AIInfrastructure

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@neel_epochal @matthew_sigel @mikealfred Mike Alfred is a little man that got to high places. He’s afraid of criticism and deletes posts that receive pushback. Or perhaps the posts he deletes (many/most) are purposefully manipulative and then deleted to clean his tracks. In any case, he shouldn’t be on the $IREN board

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@XCapitalMgmt @Agrippa_Inv @neel_epochal MA is a dick. Doesn’t deserve to sit on the board. He’s manipulating his followers and the fact he’s deleting so many of his posts shows how unreliable he is and his poor integrity. IMO this non-public info is just an attempt to diffuse the situation

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@Bare_Birk @danroberts0101 Agree

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@matthew_sigel Yes, but that doesn’t justify all of the trash talk re sponsorship

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@Agrippa_Inv I just think ppl have got used to instant gratification and can’t take real-world progress. I really don’t get all the fuss. Super happy with management and have no doubt we’ll see $100 within 6-12 months. $200 in 2-3 years. I started at $2. Good enough for me.

[Vivid.🇮🇱 @VividProwess]

Marco Rubio on Israel:

"Israel's wealth lay not under the ground, but in its people, the Jewish people, who made the desert bloom into a high-tech superpower."

God bless you, @SecRubio 🙏🇺🇸🇮🇱

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@LynAldenContact It was the first book i ever bought with bitcoin even though it would have made more sense to use my broken money for it. But this felt more fitting.

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@matthew_sigel What narrative has been violated? The ignorant one that says rising unemployment during fiscal dominance reflects a slowing business cycle?

Yeh…no.

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@FransBakker9812 @jiahanjimliu @good_knight_xx Particularly agree with @FransBakker9812 #4👆and that public/commercial/sovereign demand will continue to increase exponentially over time. With this in mind, hyperscalers financing concerns are irrelevant because the customers WILL pay

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@Agrippa_Inv 🎯

I completely agree with everything you said and my commitment to $IREN is unwavering. Emotional turmoil is the #1 enemy of any investor and, as you say, the best way to survive it is to remind ourselves who we are invested in, and why. And of course, beware of leverage.

[⚡️UDI·Z⚡️🫐 @Udi_Z]

@proof_of_thermo No, you got a few - those who don’t know you