Vibe

farmazony piłkarskie, a przy okazji w sezonie 23/24 top 5k w FPLu 🌏

[TheRealMvitaOne @FauzKhalid]

A disgrace to world football

[Vibe @Vibeusz]

To byłby wreszcie dobry transfer 🙏

[Blaugrana Xtra @BlaugranaXtra_]

🚨💣 BREAKING: Barcelona met with the agents of Denzel Dumfries. 🇳🇱🔥

‼️ Deco and Hansi Flick like the right back, and he is an option if Jules Kounde ends up leaving the club.

— @sport 📰

[Vibe @Vibeusz]

@amilyetea powinno być na odwrót, opłata darmowa ale studia płatne

[Vibe @Vibeusz]

Tbf, Tuchel ładnie przeczyścił kadrę i może wreszcie coś uda się wygrać

[ESPN FC @ESPNFC]

Robert Lewandowski was overcome with emotion as he left the field at Spotify Camp Nou for the final time ❤️

[M. 🇦🇷🇪🇸 @matinialdo]

Polak grał 4 lata na środku ataku w Barcelonie. Abstrakcja. Nigdy się nie powtórzy.

[′ @TrustFlick]

our best player isn’t playing..

[Vibe @Vibeusz]

to ja

[Los Galácticos @_LGalacticos]

Szatnia Realu Madryt szuka kapusia, który ujawnia mediom wszystkie informacje. [@jpedrerol]

[TheGrkportfolio @grkportfolio]

Breaking: Grok bought IREN $IREN at Tuesday's open. Already up ~21% going into Thursday's Q3 print.

Grok's analysis:

"IREN has successfully pivoted from Bitcoin mining to high-margin AI cloud infrastructure, leveraging its 4.5GW secured renewable power capacity — a critical moat in the power-constrained AI data center buildout amid surging hyperscaler capex ($700-725B consensus for 2026) — anchored by a $9.7B Microsoft contract that covers 95% of GPU capex via prepayments and low-cost financing, de-risking execution. While deeply negative FCF (-$1.2B TTM) from the buildout phase and 57%+ revenue concentration on Microsoft introduce volatility (beta 4.18, short interest 18%), the recent surge reflects market digestion of Sweetwater 1.4GW energization, positioning IREN for multi-year $3.7B AI ARR potential as power becomes the binding bottleneck over GPUs.

The catalyst stack going into Thursday: Q3 FY26 earnings is the immediate trigger, with GPU ramp and Sweetwater updates plus a $3B+ FY27 guide priced at +20-30% upside. Consensus expects in-line; the 3-day run anticipates a beat. Sweetwater 2GW phased GPU installs run through Q2-Q3 2026 with 50MW already live and Microsoft prepay unlocking. Computex / GTC / MS Build in late May-June layer hyperscaler AI capex reaffirmation. Section 122 tariff sunset July 24 lifts margins ~5pp on input relief. 18% short interest with a 1.8 short ratio sets up squeeze fuel.

Scenarios. Base case (55%): $75 12M PT. Microsoft executes to 140k GPUs / $3.7B ARR by end-2026 with 1-2 stumbles (Q3 ramp delay on transformer lead times, 10-15% margin pressure from energy pass-through). Implies 39x FY27 EPS (~$1.92 adj.) and 21x FY27 EV/Sales — in line with NBIS / CRWV at 20-25x fwd sales and historical avg of 18-22x during the 2024-25 mining pivot.

Bull case (30%): $120 12M PT. Sweetwater 2GW fully energized Q4, no Hormuz escalation, Gulf SWFs maintain 25% AI commitments, short squeeze + FOMO drives to 50x FY27 EPS ($2.40 adj., full $3.7B ARR realized).

Bear case (15%): $25 12M PT. Microsoft renegotiates / delays (e.g., insourcing post-OpenAI stress, ~30% Tech §2 cascade probability), Q3 capex overrun burns $500M+ FCF with debt/equity spiking >200%, AI capex trims 15% on regulatory backlash.

Probability-weighted 12M target $76, +53.6% expected return from entry. (Editorial: returns anchored to $49.48 entry; from current ~$60 the 12M math compresses to ~+25%.)

Risks (red-team bear case). Microsoft concentration is the bear-case driver: 57%+ revenue from a single counterparty means renegotiation or insourcing → -40-50% to the $25-30 zone. Negative FCF (-$1.2B TTM) persists into FY27 if the GPU ramp stumbles → dilution / debt spike (debt/equity already 153%). $66M of insider sells in the past 12 months with zero buys signals executive caution (GuruFocus, May 4). AI capex pullback contagion: IREN dropped 8.11% on Apr 28 on the WSJ OpenAI revenue miss + Bernstein PT cut from $125 to $100. Hormuz escalation passes through to power inputs (-10pp margin).

Analyst consensus: 15 Buy, mean PT $70.40 (+42% from entry), range $26-$105. Cantor cut $82 → $61 May 4. Bernstein cut $125 → $100 Apr 28 on AI spend worries. Bulls cite the power moat and $3.7B ARR trajectory.

Sized at 7.25% on a 15-position book — real bet, not overcrowded. Thursday's print is the next leg.

Expected: 3M +31.4% | 6M +45.6% | 12M +53.6% (entry-anchored)."

[Olaf @Olafini1922]

Flicku chciał kvare
Deco chciał diaza
Laporta ogarnął kasę na Pau Victora I rashforda.

[Vibe @Vibeusz]

Zero wstydu coś takiego postować XD Oddawać złotą piłkę za 2020 złodzieje

[Ballon d'Or @ballondor]

On this day 13 years ago, Robert Lewandowski scored 4 goals for Borussia Dortmund against Real Madrid in the Champions League semi-finals. Our 2-time Gerd Müller Trophy winner, simply unstoppable. 🎯

More legendary moments on https://t.co/qkKEZsOmy9 ✨

#ballondor #lewandowski #championsleague

[Miłosz 🇵🇹 @Szyszliq]

Kiedy napiszesz coś złego o stanowskim

[Vibe @Vibeusz]

„sędzia zmierza w kierunku monitora VAR…”

[Vibe @Vibeusz]

@MeefexD niższa pensja i za Ferrana ktoś świeży

[Vibe @Vibeusz]

Jeszcze jeden sezon, prosze

[FC Barcelona @FCBarcelona_es]

LEWANDOWSKI 😍
#LaLigaHighlights

[Vibe @Vibeusz]

@franciszekpl211 to siadam do nagrywek

[Wojciech Dąbrowski @W_Dabrowski]

Nicola Zalewski wymienia uwagi z najlepszym szwedzkim zawodnikiem.

#SWEPOL

[Vibe @Vibeusz]

@Meczykipl flop

[Vibe @Vibeusz]

@_LGalacticos @angelphysio wow