Miranda Unchained

fear God & consequence of inaction ~ private + public equities ~ not related to Paul Pelosi’s lover

[Miranda Unchained @DepapeDavid]

Agreed

Much more to come $IREN $CIFR

[Michael Hochberg @hochberg_]

And this is only the compute demand that secured supply and made it into contracts. I haven’t seen great estimates for unmet demand but given current vacancy rates and overall pricing it may be just as important. Even without including that, lease revenue numbers clearly indicate the overall direction and strength of the market

[Miranda Unchained @DepapeDavid]

Bullish $PRME

[Allan Reine @Allan_Reine]

A defining milestone for @PrimeMedicine:

New Zealand Clinical Trial Application clearance for PM577a enables our first clinical study of an in vivo Prime Editing therapy in Wilson disease.

Proud of the team advancing a potential one-time genetic solution for patients. More to come.

[Miranda Unchained @DepapeDavid]

Bullish $PRME

[The Fox Radar @TheFoxRadar]

The first approved treatment from $PRME is getting closer and closer.

[Miranda Unchained @DepapeDavid]

Secured 6GWs

@danroberts0101 lining up their next HPC partners

$IREN repricing imminent

[Black Panther Capital @BlackPantherCap]

$IREN has the MOST secured power.
$NBIS has A LOT of secured power.
$CIFR also has secured power.

That’s all I need to know.

-BP

Not financial advice.

[Miranda Unchained @DepapeDavid]

$IREN will reward those who are patient

[Cole Grinde @GrindeOptions]

We are one hyperscaler deal away from witnessing $IREN skyrocket to $140/share.

[Miranda Unchained @DepapeDavid]

6GW secured is the difference $IREN

[Chris @StonkChris]

Those worn down by $IREN the past several months simply just need to zoom out.

Making a clean series of higher highs and higher lows, and now back above all key support levels.

The next leg higher is right around the corner that takes this to $100+.

Patience will be rewarded.

[Miranda Unchained @DepapeDavid]

$SLNH looks good here

[Miranda Unchained @DepapeDavid]

The AI boom supercharges demand

But $IREN $CIFR will succeed without

[Miranda Unchained @DepapeDavid]

Matter of time $TSLA $SPCX

[Kalshi @Kalshi]

JUST IN: 70% chance Tesla and SpaceX merge this year

[Miranda Unchained @DepapeDavid]

$PRME benefiting significantly from tech advancement. Repricing imminent

[Miranda Unchained @DepapeDavid]

$AMZN is cheap

[Miranda Unchained @DepapeDavid]

$TSLA + $SPCX

[LuxAlgo @LuxAlgo]

🚨 Tesla files trademark application for MEGAPOD.

The trademark describes the product as a 'modular AI data center processors and electrical power distribution sold as a unit.'

$TSLA data center disruption incoming…

[Miranda Unchained @DepapeDavid]

$TSLA + $SPCX merge imminent

[Polymarket @Polymarket]

JUST IN: Tesla officially files to trademark “Amazing Abundance,” as the company pushes deeper into its AI & robotics vision.

[Miranda Unchained @DepapeDavid]

The AI boom supercharge’s the need

Power is scarce without it

$IREN $CIFR are the hosts

[Black Panther Capital @BlackPantherCap]

A lot of impatience selling is hitting $IREN and @danroberts0101 these days.

I’ll let you sit with this:

"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently."

@danroberts0101 has keept his promises, all the way through.

> $IREN is up 492% the past year.
> $IREN is up 58% YTD.

Imagine $GOOG being up 58% YTD. Would you sell, be impatience, bash the company?

My bet is no.

One year from now, a lot of investors will look back and wish they had the internal discipline to stick to their strategy.

Truth is this is basic human psychology playing out in weak form.

Zoom out. Whether it’s 58% or 492% it’s not normal. It’s YOU (your brain, seeking weak dopamine attention) because you’re training your brain to it.

-BP

Not financial advice.

[Miranda Unchained @DepapeDavid]

$MSFT $AMZN etc etc

[Miranda Unchained @DepapeDavid]

$NOW back under $100 is absurd

[Miranda Unchained @DepapeDavid]

Weird week. Keep buying

[Miranda Unchained @DepapeDavid]

Connect $IREN

[₿itcoin ₿utcher 🥩 🐑 🐷 @bitcoinbutcher1]

$IREN New Hire

Ex $MSFT $AMZN is a welcome addition to the bench.

Welcome Gurmeet!

[Miranda Unchained @DepapeDavid]

Price per GW is exploding

$IREN $CIFR positioned well with robust pipelines

[Miranda Unchained @DepapeDavid]

$IREN has barely tapped into its nearly 6GW

Roughly 10% generating 3.7b ARR

[Miranda Unchained @DepapeDavid]

$IREN has barely tapped into its nearly 6GW

Roughly 10% generating 3.7b ARR

[Shay Boloor @StockSavvyShay]

$IREN acquired Nostrum Group which adds 490MW of secured power in Spain to support global AI compute demand.

The deal gives IREN a European AI infrastructure foothold with renewables, fiber connectivity and a new development pipeline.