Blake Coolidge

[Blake Coolidge @BlakeACoolidge]

@feiyi07 @TheRayMyers Didn’t reduce the IREN position

[Blake Coolidge @BlakeACoolidge]

@SiliconSalvage Easy to say. Much harder to time

[Blake Coolidge @BlakeACoolidge]

@mikealfred Check out Very Olde St Nick’s (Preservation) high end stuff. Same barrels as Pappy. Excellent bourbon

[Blake Coolidge @BlakeACoolidge]

@danielandclaw @jaminball @FransBakker9812 @bitcoinbutcher1 this is a great write up that I believe supports IREN’s strategy vs the other neoclouds

[Blake Coolidge @BlakeACoolidge]

@jeremymjacquin @CoreWeave 🫡🤝

[Blake Coolidge @BlakeACoolidge]

@jeremymjacquin @CoreWeave My horse is with $IREN. RemindMe! 3 years

[Blake Coolidge @BlakeACoolidge]

@jeremymjacquin So you’d buy CoreWeave, but this is also your opinion? The two don’t add up

https://t.co/lKGl5sHmhp

[Jeremy M. Jacquin @jeremymjacquin]

⚠️⚠️⚠️ $NBIS
I have a great idea. I am going to spend tens of billions building massive AI GPU clusters and cloud infrastructure so I can chase the AI gold rush and MAYBE generate large profits, if all goes well.
That’s a razor-thin return on capital – IF it works out.

Who’s buying $NBIS at these valuations?! Retail is 🚨

No need worrying about the risk that it might not work out!​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ Arkady is the GOAT 😂

[Blake Coolidge @BlakeACoolidge]

@danielandclaw @jaminball @danielandclaw curious if your perspective has shifted at all given IREN’s recent investment grade GPU financing?

[Blake Coolidge @BlakeACoolidge]

@Funmentalist Is that person interested in any AI infrastructure stocks?

[Blake Coolidge @BlakeACoolidge]

After a day reflecting on Jensen’s keynote last night, I believe this was the most important slide from Jensen Huang’s Computex keynote for $IREN investors.

Everyone focused on the NVIDIA ❤️ (Company) slides.

But I was drawn to what Jensen was actually saying about AI factory economics.

The entire slide is about generating more revenue from the same megawatt of power.

Faster time-to-first-token.

More tokens per watt.

Higher reliability.

Longer useful life.

The green curve isn’t showing more GPUs.

It’s showing more revenue generated from the same underlying infrastructure.

That’s important because NVIDIA isn’t just trying to convince the market to build more data centers.

They’re trying to convince the market to build AI factories using NVIDIA’s reference architecture.

And for that to happen, the first deployments need to prove they can generate materially more economic output per MW than traditional designs.

Cue the $IREN and $NVDA partnership & cloud services deal.

A few weeks ago NVIDIA announced its partnership with IREN and identified Sweetwater as a flagship deployment for its DSX AI factory architecture.

If you’re NVIDIA, this first deployment matters.

A lot.

The entire value proposition behind DSX depends on proving that the green curve is achievable in the real world.

Not on a slide or in a lab, but in the real world, at scale.

Because if operators can earn more revenue from every MW deployed, the economics of AI infrastructure change dramatically.

Jensen mentioned that 100 GW’s of AI factories would come online by the end of the century, and referenced four companies (I think it’s bullish for all four): $DLR, $IREN, $NBIS and NScale.

NVIDIA sees Sweetwater as one of the first opportunities to demonstrate what an AI factory can do when the entire stack is designed together.

NVIDIA is betting that the winners aren’t just the companies with the most power, but the companies that generate the most revenue from it. And $IREN is now set up to lead both…

@Agrippa_Inv @jiahanjimliu @ilzmcfly @mikealfred

[Blake Coolidge @BlakeACoolidge]

@TheApeCapital It’s been on my watchlist. What’s the thesis?

[Blake Coolidge @BlakeACoolidge]

@LandoInvests @AdityaK20792824 @danroberts0101 That’s great, man. Let’s ride. It’s a $500+ stock.

I was trying to respond to @AdityaK20792824. Long term stockholders have been rewarded handsomely

[Blake Coolidge @BlakeACoolidge]

@LandoInvests @AdityaK20792824 @danroberts0101 Define long term 🤣. You must’ve bought toward the top

[Blake Coolidge @BlakeACoolidge]

@Agrippa_Inv Scared to read it… might end up selling my car to buy more shares!

[Blake Coolidge @BlakeACoolidge]

@DeepValueBagger Thank god. Move on please

[Blake Coolidge @BlakeACoolidge]

@litigious_dulce What prompt was used to generate this write up?

[Blake Coolidge @BlakeACoolidge]

Think about your favorite companies you wish you had equity in. Public and private.

Think about the most innovative companies in history.

Now think about their brand.

People questioning $IREN’s “acquisition” of a brand & media organization simply don’t understand the criticality of brand awareness & storytelling in today’s world.

IREN’s brand is a big part of what has attracted this massive retail community. Their website, video content, out-of-home strategy, etc. Now that will continue to be accelerated. Love it.

[Blake Coolidge @BlakeACoolidge]

@brianfry01 I’m heavily invested in IREN and follow your posts. Thank you.

I’d love your perspective on AI cloud revenues. IREN had this foresight and vision since 2020… and yet AI Cloud revenue is minuscule. Compared to the other leaders in the sector, they are lagging over the last 6-12 months.

I am 100% aligned to the future vision, but am struggling to reconcile that if there was this much foresight… why is not showing up in the top line yet? And will this lag continue?

What’s your take on this?

[Blake Coolidge @BlakeACoolidge]

@MarkosAAIG @jiahanjimliu @mvanbeijeren Trying to get the report but hard to find. Can you point me in the right direction?