@jiahanjimliu Jim - your a super bright guy. Why not pivot a little of your $IREN with $CIFR / $WULF . Benefits more site location diversification, execution risk diversify, most importantly reduced capex/financing pressure on Colo model and no/limited NVDA GPU flex. Curious your thoughts?
@jiahanjimliu 💯- Two competing interests and they did what they felt like they had to but it comes with a partner agnostic selection price and can limit now working in a big way with $GOOG $AMZN Anthropic as examples. Huge cost of capital opportunities.
@jiahanjimliu $NVDA deal with $IREN there for 1 year plus. They tried to avoid it and couldn't. $WULF turned it down to be agnostic to Amazon, Google, Anthropic, NVDA. They are running all 3 GPU's in NY. Getting $NVDA comes with partnership price! Makes debt markets more challenging.
Tonight CFO $WULF reiterated challenging debt markets for not having tier 1 partners. $WULF avoided $NVDA type $IREN deal for the reasons you see today with $AMD and Anthropic, as now going to be difficult for $IREN to work with Anthropic with $NVDA backstop.
@bitcoinbutcher1@accounting_ds@TeraWulfInc Best X space I have heard. Patrick @TeraWulfInc goes into a level of detail, yet simplicity, and supports the retail community like no other. Eventhough they have grown 10X, the commitment is maintained. Not a better risk/reward play in the space -$35-$40 incoming Execution!
$IESC - a 13X bagger in last 5 years, one of the most successful and well managed companies no one has ever heard. Tiny $35M revolver debt in an exploding data and infrastructure market in Texas!
If you want a small cap high leverage energy play - $KOS
If you want a back door small cap energy play USA and beyond on ethanol and upcoming legislation at the pumps - $ALTO and $GPRE
Anyone else see the back in forth inverse $ALTO and $GPRE manipulation. Added more $ALTO at $5 on dip, should be super solid Q2 building into the biggest seasonal Q3, and legislative tailwinds - E15 and tax credits. Has Dem and Republican support.
@accounting_ds This is why $WULF is #1 in Colo and wins, for those not swinging as hard for the grand slam and the financing spread risk that comes with it on the neocloud side!
@DelB0yTr0tter@Vivemacr0@HoweyJohnn34169 Would love to trial it, any way I could sample the instutional platform for one week. I have been one step down since you rolled out the program months ago. I will DM you my account name.
@midlevelcruiser Take a look at what is working that no one talks about on the oil trade, and with game changing E15 legislation in the hopper. - Ethanol trade $GPRE $ALTO
@edvestments@TheKamaHsutra Ahhh, @edvestments, all due respect if you are claiming victory with $CLSK over $KEEL, $KEEL up 275% trailing year and $CLSK flat, in 2026 YTD $KEEL 2X on $CLSK . I only own $WULF in space today, but to date must call out $CLSK vastly underperformed, and no pop on deal signing.