Conloco

Just a crazy nobody.

[Conloco @conloco_tx]

@TheTechInvest @IdeaLDeFi You hold a stock when it’s undervalued. It’s that simple. Hatred is a signal to buy. Bullish

[Conloco @conloco_tx]

@coinreturns @FransBakker9812 They had some rep positions open too. Interesting they are targeting Austin

[Conloco @conloco_tx]

@LandoInvests @IREN_Ltd Breaking down fundamental like this is the best way to see through the noise. Thanks for the write up. Bullish

[Conloco @conloco_tx]

@emotion4I Yes sir

[Conloco @conloco_tx]

@FransBakker9812 That’s for doing a public post. Got to tell the story. Bullish

[Conloco @conloco_tx]

@matthew_sigel @BitcoinAIGuy Brilliant

[Conloco @conloco_tx]

Lots of noise but the fundamental keep improving. Even the doubters are seeing it now. Bullish

[Jukan @jukan05]

"We’ve also heard anecdotal checks/chatter of Vera Rubin rental pricing being better than expected which is allowing neoclouds to take more pricing." via @TMTBreakout

Bullish Neocloud? 👀

[Conloco @conloco_tx]

@FransBakker9812 @matthew_sigel @EvanNeel98 @Lancium @CipherInc Smart. Ercot just another organization to game the system.

[Conloco @conloco_tx]

@BitcoinAIGuy @RJCcapital un plan à trois

[Conloco @conloco_tx]

@CrypticTrades_ Squeezey pleasey

[Conloco @conloco_tx]

@DollarCostAvg Just getting started

[Conloco @conloco_tx]

@DNV99999 Man I hope that satellite pic in the article is accurate. Could be a lot farther along in the site prep than most think. Interesting

[Conloco @conloco_tx]

@ryansfinance Just getting started

[Conloco @conloco_tx]

@DollarCostAvg 172

[Conloco @conloco_tx]

@GlobalCollapse Jenson said ai factories could produce 300-400b/gw. This numbers are light.

[Conloco @conloco_tx]

@benitoz Could they have thought of a better scale reference than a pyramid shaped graph?

[Conloco @conloco_tx]

It will be pretty cool to see some of the revenues start to $IREN bottom line. Nice

[Mirantis @MirantisIT]

Mirantis today announced that PowerX, Inc., a Japanese clean energy company deploying EV charging stations and battery storage systems nationwide, has deployed k0s across hundreds of distributed edge sites in Japan. The deployment establishes a unified Kubernetes control plane spanning from central cloud to edge devices.

PowerX selected k0s to standardize operations across ARM and Intel hardware, replacing fragmented software stacks with a single, lightweight Kubernetes distribution.

Since deploying k0s, PowerX runs leaner and scales faster:
• One platform across heterogeneous device types
• Self-healing infrastructure that keeps sites online
• Open source at the core, with no vendor lock-in

Mirantis continues to invest in compact, production-grade Kubernetes solutions that enable organizations to operationalize distributed infrastructure at scale.

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

[Conloco @conloco_tx]

@_Sgr_A_Star @0xJokerFrog Wow. Thats aggressive. Must be getting ready for something

[Lil’ Mafia | ♟️ @AvivArazi]

So $IREN the full picture in the last 30 days:

🤝 NVIDIA 5GW strategic partnership
💰 NVIDIA $2.1B investment at $70
📄 NVIDIA $3.4B 5yr AI cloud contract
🖥️ DSX digital twin with BE Networks
🖥️ Dell Blackwell $1.6B deal
🇦🇺 Australia 800MW
🇪🇸 Spain 490MW
📈 ARR raised to $4.4B
📊 Every analyst repricing up
💸 GB300 financing secured
🪩 Mirantis

Stock at $62 😐

The market is handing you a gift and calling it a meme stock 😂