AP

Retweets and likes are not endorsements.

[The White House @WhiteHouse]

Just the beginning of a legendary night at the People’s House. 📸🇺🇸

[Mike Alfred @mikealfred]

Hey Grok, if SPCX's data center business represents 50% of future EBITDA and the whole company is valued at $2.2 trillion, what should the value of standalone data center businesses like CIFR, WULF, and IREN be assuming similar development pipelines?

[Michael Saylor @saylor]

@mattkratter BTC Yield measures the increase in BTC per share, not total shareholder accretion. Last week Strategy added ₿1,550 of BTC and $100 million of USD Reserve. When both assets are included, the transaction was accretive to MSTR shareholders.

[Mike Alfred @mikealfred]

Interesting commentary on CIFR from Cantor Fitzgerald today

[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.

[Andy Frisella @andyfrisella]

You have no idea who the fuck you could be.

Because you've never gone all in.

Ever.
On anything.

You know it.
I know it.

Abusing alcohol.
Abusing weed.
Stuffing your face with bullshit.
Sitting on your ass.
Bad friends.
Drama.
Gossip.
Bullshit relationships.
Victim stories.
Constant distraction.

You keep numbing the very thing that's trying to wake the fuck up inside you.

Then you cry about how bad you have it.

Get the fuck out of here with that shit.

You know why you are where you are.

You know exactly why.

You've been lying to yourself for your whole life.

That's why…

..And if you don't change it you are going to die never
Knowing what could have been.

.....And I can't think of anything worse than that.

What one man can do… another can do.

...But not if youre fucking around.

Wake the fuck up.

#100to0

[a16z crypto @a16zcrypto]

https://t.co/5HWCyID7R0

[Sun Liao @sunxliao]

Moats in our neocloud theme:

$APLD Ellendale, Macquarie financed
$BTDR Bhutan power, SEALMINER ASIC
$CIFR AWS anchor tenant validation
$CLSK low cost power per MW
$CORZ multi-billion hosting backlog
$CRWV GPU operator, OpenAI
$DGXX 400MW, Blackwell ready pods
$HIVE BUZZ HPC GPU subsidiary
$HUT vertically integrated power
$IREN cleanest HPC revenue ramp
$KEEL $533M liquidity, three campuses
$MARA largest scale, biggest footprint
$NBIS lowest cost per MW operator
$RIOT Texas grid scale power assets
$SLNH behind the meter, 4.3 GW
$WULF Core42 deal, nuclear adjacent
$WYFI $865M Nscale anchor contract

The important stuff?

Secured power capacity, signed anchor tenant contracts, cost per MW competitiveness, and execution speed on conversion.

I think #SLNH offers deep value. NFA.

Will keep updating...

[Andy Frisella @andyfrisella]

Stop judging your life against societal expectations.

You are running your own race.

The white picket fence.
The 2.5 kids by 35.
The married by 25.

...Or literally anything else "they" say you should be doing.

All bullshit.

If you try to fit your life into everyone else's standards and timelines you're going to always feel like you are doing it wrong and drive yourself fucking crazy doing it…

...Which keeps you from even enjoying the life you have now.

Even worse… If you succeed…

You're going to end up with the same life as all of them.

Is that what you really want?
You want their life?

I didn't think so.

So why are you trying so hard to:

1. Do what they do?
2. Do it on their timeline?

It doesn’t even make fucking sense.

Who do you want to be?
What do you want to do?
What lessons have you learned so far that will help you get there?

It may not feel like it right now…

...But one day you being right where you are will make perfect sense.

You'll be able to clearly see:
"Oh...That’s why that happened the way it did".

You are here to forge your own path.

...So start swinging the fucking hammer.

#100to0

[Homeland Security @DHSgov]

WARNING GRAPHIC:

These are the consequences of importing the third world.

Do not look away.

[Mike Alfred @mikealfred]

What the OpenAI and Anthropic S-1s will clearly show is that the capex infrastructure cycle is in the very early innings. The spending will continue in a parabolic fashion for at least the next 24-36 months. People who flipped bearish on this sector will get absolutely destroyed.

[Chamath Palihapitiya @chamath]

Reels make you retarded.

We should get our adversaries addicted to Reels.

Hey, wait a minute! 🤔

[Nick shirley @nickshirleyy]

🚨 Here is the full 42 minutes of my crew and I exposing Minnesota fraud, this might be my most important work yet. We uncovered over $110,000,000 in ONE day. Like it and share it around like wildfire! Its time to hold these corrupt politicians and fraudsters accountable

We ALL work way too hard and pay too much in taxes for this to be happening, the fraud must be stopped.

[Cipher Digital @CipherInc]

@CipherInc is pleased to announce the acquisition of a 200 MW site in Ohio. The site, named Ulysses, is Cipher’s first outside of Texas.

*195 acres with secured interconnection approvals to participate in the PJM market
*Expected to energize in Q4 2027
*Well-suited for HPC given its acreage, energization timeline, availability of diverse fiber paths, and proximity to a major metropolitan area

With this addition, $CIFR's development pipeline totals ~3.4 GW across 8 sites.

Full release: https://t.co/2xmcHSVI7S

[AP @aperscho]

@Jason @AlexHonnold @netflix What a fairy. You’re missing the point completely Jason.

[AP @aperscho]

@mikealfred Just a chill guy

[Ethereum @ethereum]

1/ Fusaka is coming December 3rd.

Ethereum’s next major upgrade shows that the network can grow to meet global demand, without compromising on decentralization or permissionlessness.

Whether you’re a user, builder, institution, or operator, here’s how Fusaka will impact you.