Julian Ciccale

Ex-founder. 20+ M&A deals. Public Market Investor

[Julian Ciccale @jciccale]

I did not have time or willingness to post much these last few days. I tell you this: I bought multiple millions worth of $IREN shares. I wanted to increase my exposure after the $NVDA announcement on earnings. I almost hit buy at $60 but decided to hold. I added substantially at $54. No intention of timing the bottom, just wanted many more shares.

I actually think this investment has derisked substantially the last couple of weeks:
- Mirantis acquisition
- NVDA partnership
- NVDA AI contract
- Funding at excellent rates
- Sweetwater energisation

I expect a major catalyst before summer. And even if my timing is off, I am extremely patient here.

NFA

[Julian Ciccale @jciccale]

@edge_of_power 😂😂😂

[Julian Ciccale @jciccale]

$BTC with really ugly price action. I will continue to accumulate weekly or every other week. Everyone thought the 4-year cycle was kind of dead (including me), well guess what?

Good accumulation zone IMO.

[Julian Ciccale @jciccale]

Nice move from $SIMO and $SANM today. I will start to call them Simon and Sam, my best friends lately.

Now I need Irene to join the party ;)

[Julian Ciccale @jciccale]

@IAmClintMurphy Hahahaha 👊

[Julian Ciccale @jciccale]

Already fully loaded on my $IREN position. As I see things today, there's no need to check daily price action for me.
Just stay updated on real weekly news (if any); avoid daily X noise; follow up on progress. Formal review required only on the following (very rare IMO):
* Consecutive quarterly misses of progress
* Eg. H1-4 not delivered by Jan'27
* Less than 50% capacity contracted by Q4 CY26
* ...

[Julian Ciccale @jciccale]

@terrenz1972 Ho deciso che bisogna stare meno su X e vivere di più la vita ;)

[Julian Ciccale @jciccale]

@terrenz1972 Anch’io. 300 secondo me è possibile nel 2027-2028.

[Julian Ciccale @jciccale]

What is the trading volume today? No clue, and I don't really care

[Julian Ciccale @jciccale]

@BitcoinAIGuy both senses working, yes!

[Julian Ciccale @jciccale]

Rest of the portfolio looks healthy, although minor compared to IREN. $BTC $PTRN $SIMO $SANM make up the rest of my port at around +20% , rest is healthy cash reserves

[Julian Ciccale @jciccale]

Trading only justified if concentration exceeds my internal ceiling, any other trading needs to sit with me 48 hours at least.

[Julian Ciccale @jciccale]

@terrenz1972 @mikealfred @IREN_Ltd @danroberts0101 Madrid is IMO by far the best big city in Spain. Safe, clean, extremely fun and very active. We have mountains, trails, forests, dessert, and lots of great people from everywhere. The only "but" we don't have a sea :)

[Julian Ciccale @jciccale]

@mikealfred @IREN_Ltd @danroberts0101 Thank you for putting all the work. You guys make holding the stock very easy. Enjoyed the morning playing golf in sunny Madrid.

[Julian Ciccale @jciccale]

So... you’re investing in the stock market and have decided that ATMs are inherently bad.

What exactly do you think the stock market was created for?

Companies raise capital. Investors provide it. That’s the deal.

An ATM that funds high return growth is not the same as dilution that destroys value!!

Be smarter and succeed.

[Julian Ciccale @jciccale]

@TheBigDegen exactly

[Julian Ciccale @jciccale]

@TheBigDegen @DollarCostAvg 🎯

[Julian Ciccale @jciccale]

@SylentTrade 👏

[Julian Ciccale @jciccale]

@Agrippa_Inv Nothing beats getting your hands dirty at the C suite level. Happy to have him onboard!

[Julian Ciccale @jciccale]

@mikealfred nice course!