jununzo

[jununzo @hexahasher]

@CrypticTrades_ and an inverse head and shoulders is forming on the weekly chart...

[jununzo @hexahasher]

@Umbisam @danroberts0101 He also discussed retrofits at Prince George and Mackenzie. Retrofit clearly isn’t “impossible”, they’re actively executing it where it makes technical and economic sense.

[jununzo @hexahasher]

@Umbisam Lastly, regarding retrofit @danroberts0101 explicitly said on the latest earnings call they’re retrofitting existing infrastructure for AI Cloud:

“At Childress, data center retrofits are underway across an initial 50MW…”

“We plan to retrofit all 30MW at Canal Flats…”

[jununzo @hexahasher]

@dandelion12234 @neel_epochal Owning fewer shares doesn’t mean I shouldn’t have an opinion. I still want the company to succeed, just like every other shareholder.

[jununzo @hexahasher]

@Umbisam My point was that short term price action has nothing to do with the business fundamentals improving or not.

[jununzo @hexahasher]

@neel_epochal I'm an owner too. The difference is that I still trust the founders and management to execute. If I lost that trust, I'd sell. As a retail shareholder, I don't think I can meaningfully change the board or management. I'd rather allocate my capital to people I believe in

[jununzo @hexahasher]

@marco394925151 @Umbisam No, he is not

[jununzo @hexahasher]

@Umbisam why?🤔

[jununzo @hexahasher]

@midlevelcruiser @moninvestor $SHAZ may well win part of it. But Anthropic is reportedly looking for 1.4GW+ and is expected to award multiple providers. $SHAZ’s current pipeline is only ~132MW. This isn’t a winner takes all process, so I don’t see why $IREN couldn’t be one of the winners too…

[jununzo @hexahasher]

@midlevelcruiser @moninvestor I think the destination is becoming much clearer. Horizon 1 appears on track, Microsoft and NVIDIA both seem pleased with the partnership based on recent commentary, they’re expanding globally, and are reportedly involved in Anthropic’s Australian RFP.

[jununzo @hexahasher]

@midlevelcruiser @moninvestor Infrastructure is built before revenue arrives. Securing power, signing NVIDIA and Microsoft, expanding globally, and building AI campuses are all prerequisites. If you wait until AI revenue is already accelerating, you may miss the train.

[jununzo @hexahasher]

@bitcoinbutcher1 @PhadsEth Until next time😜

[jununzo @hexahasher]

@midlevelcruiser @moninvestor You’re overlooking the progress they’ve already made: signed NVIDIA and Microsoft, secured a multi GW power portfolio, and built one of the strongest AI infrastructure platforms in the sector.

[jununzo @hexahasher]

@midlevelcruiser @moninvestor AI revenue is backward looking. The market is valuing the contracted pipeline, power portfolio and future earnings potential. By that logic, NVIDIA looked expensive before its AI revenues exploded too…

[jununzo @hexahasher]

@bitcoinbutcher1 @TrentBuysValue And I think you’re underestimating the alignment aspect. This wasn’t just about paying the founders, it was about locking a fixed number of shares to the company’s long term share price through 2033.
There is more to it than just a cash grab.

[jununzo @hexahasher]

@bitcoinbutcher1 @TrentBuysValue I don’t think it’s a BS excuse. The Board at least explained the reasoning and why they rejected performance hurdles based on prior experience. You can disagree with the conclusion, but there is a coherent governance argument behind it.