Turtle Investor

[Turtle Investor @compoundturtle_]

@westcoastceo @asklivermore It looks like a new meme-add strategy is working for the World Cup.

[Turtle Investor @compoundturtle_]

@StockMarketNerd I have a sense that South American stocks are already starting to look cheap.

So I’m going to take a little deeper dive; I’m in.

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[Turtle Investor @compoundturtle_]

That's not completely true; it is also about scale. If you can spend 1 million at a 6x ROAS or 10 million at a 5x ROAS, I would choose the latter. It still depends on your profit margins, but in most cases, this holds true. Plus, one doesn't exclude the other—if possible, you can just do both :).

Also, it is much harder to maintain the same ROAS when you have a significantly larger ad spend, like Meta and Microsoft. Don't expect Zeta to maintain a 600% ROAS if they 10x their spend.

[Turtle Investor @compoundturtle_]

You don't think that big companies like Google or Microsoft can do the same in the distant future and compete with them? I think the only reason for high demand at the moment is a shortage of energy, but that won't last forever.

Then there would still be a place for newbies, but not at 70-80% margins

I'm just asking to be sure that I'm not missing anything as to why it could be possible.

[Turtle Investor @compoundturtle_]

@christo84019133 @IREN_Ltd @danroberts0101 😂

[Turtle Investor @compoundturtle_]

@longinvest32 Sounds insane to me. What would prevent competitors from undercutting prices and taking their customers in the future?

[Turtle Investor @compoundturtle_]

@_Sgr_A_Star @TechniCameron What would be your revenue expectation if they didn't change the revenue recognition?

[Turtle Investor @compoundturtle_]

@himshouse @ShyGuy82433 @dheerja Are there any free subscriptions, or is it just an affiliate program with some sign-up bonuses?

[Turtle Investor @compoundturtle_]

@_Sgr_A_Star @himshouse Thnx man

[Turtle Investor @compoundturtle_]

@99QQ111971 @Yd__Te I'll leave this here, and I think they were one of the better-performing BTC mining companies, so I wouldn't say they failed. https://t.co/t64K70NDz0

[McNallie Money @McnallieM]

A throwback clip from my very first interview with @IREN_Ltd Co-Founder & Co-CEO @danroberts0101 back in October of 2023, incredible vision & foresight!!! 👀👀👀 $IREN

[Turtle Investor @compoundturtle_]

$NBIS or $IREN — who outperforms over the next 10 years?

$NBIS — Nebius
Mcap: ~$54B
Secured power: 3+ GW
Owns 75%+ of its infrastructure

$IREN — Iris Energy
Mcap: ~$20B
Secured power: 5 GW
100% owned infrastructure (land, power & data centers)

Which are you picking?

[Turtle Investor @compoundturtle_]

$IREN increases ARR from $3.7 billion to $4.4 billion.

And buys $1.6 billion worth of air-cooled Blackwell Systems for their $3.4 Billion Nvidia deal.

[IREN @IREN_Ltd]

IREN has entered into a $1.6bn purchase agreement with Dell for air-cooled Blackwell systems to support its previously announced 5-year, $3.4bn managed services AI cloud contract.

The systems are expected to be deployed across existing data centers at Childress, Texas, with commissioning targeted for early 2027.

Upon commissioning, the AI cloud contract is expected to increase IREN's annualized run-rate revenue (ARR) from $3.7bn to $4.4bn.

@danroberts0101, Co-Founder and Co-CEO of IREN commented:

“Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything. Hyperscalers, enterprises and developers choose IREN as a partner because we own and control the full stack - the physical infrastructure, the compute, and the operational capability to deploy at scale.

Our relationship with Dell ensures access to hardware at the scale and speed the market demands. Every deployment we complete makes the next one faster, and that compounding execution advantage is what we are building.”

Learn more: https://t.co/xcg2XFO5b2

[Turtle Investor @compoundturtle_]

@walkin_wiki Haha, you are absolutely right. I am dyslexic and English is not my first language. So I ran it through AI for a spell check. It changed it to Iris Energy, and I didn't notice.

[Turtle Investor @compoundturtle_]

@ErnestasJJ Inform me ?

[Turtle Investor @compoundturtle_]

@Mario20253035 Ahh I thought you meant something else

[Turtle Investor @compoundturtle_]

@ElonsTusksGME No, they are a customer.

[Turtle Investor @compoundturtle_]

@ElonsTusksGME Would you consider Nvidia and Microsoft small companies?

[Turtle Investor @compoundturtle_]

@Mario20253035 Demand is high, so I think contracting your power isn't that difficult. it's about the price you contract it for.