ShadowFlow

Online Entrepreneur. Value Investor following flow and social arb, not noise. Compounding Growth. One Life - Positive Energy, Sports, Fitness & Adventure.

[Gerard Rotonda III, Managing Director LifeMD, @GerardRotonda]

There are moments when a company emerges from becoming something into undeniably being something. DigiPowerX has emerged. I serve as a Director of $DGXX and these are my personal views, not the Company's. Everything here comes from public filings and press releases. This is not investment advice. What follows is my perspective as a Board Member, grounded entirely in publicly disclosed information.

I've been in the rooms. I've sat across from Michel Amar in strategy sessions, attended investor meetings, reviewed the financial models, and watched this executive team: Alec, Jag, Paul, and others, supported by expert legal counsel and senior leaders of the world's largest financial institutions, make decisions under real pressure with real capital on the line. What I'm about to share is my personal view, grounded in publicly disclosed information, because I think the magnitude of what is being built here deserves to be said clearly.

THE FUTURE OF AI IS PHYSICAL
Many talk about AI as if it lives in the cloud. It doesn't. It lives in buildings. Buildings that require hundreds of megawatts of power, purpose-built cooling systems, owned land, Tier III infrastructure, and teams who know how to operate it at scale without blinking.

We are at the beginning of what will be the largest infrastructure buildout in human history. Not the largest tech buildout. The largest infrastructure buildout - period. The demand for AI compute is doubling and doubling again. The models are getting larger. The inference requirements are exploding. OpenAI, Google, Meta, Amazon, and every major enterprise on earth is racing to deploy AI at scale and every single one of them needs power and physical compute infrastructure to do it.

The companies that secured that infrastructure early, before the utilities ran out of capacity, before the land was gone, before the power agreements became impossible to sign - are sitting on assets that cannot be replicated at any price today.

DigiPowerX is one of those companies.

THE PICTURE I'M POSTING
That photo is a Cerebras data center, 10 MW of operational AI compute. Take a look at it. Quiet on the outside. Inside: wafer-scale AI chips, liquid cooling running nonstop, redundant power, and some of the most powerful AI inference hardware ever deployed.

This is what the physical layer of the AI revolution looks like.

DigiPowerX is building four times this, 40 MW. On land we own in Columbiana, Alabama. Powered by a substation we built. Backed by 393 MW of secured power across our portfolio. And anchored by a $1.1 billion, 10-year Master Services Agreement with Cerebras, the company that operates that exact facility in the photo.

Phase 1 - 15 MW - comes online December 15, 2026.
Full 40 MW delivered by Q1 2027.
Substation: complete. Grid interconnection: finalized. All long-lead equipment: secured.

MICHEL AMAR AND WHAT I'VE SEEN FROM THE INSIDE
I've reviewed the financial models. I've been in the investor meetings. I've walked, almost running to keep up, with Michel through back-to-back meetings, building to building across midtown Manhattan. It actually was a very productive and exciting day. I've watched Michel Amar operate, and I want to say publicly what I believe privately: he and Alec saw this coming before many in this space did. We have meetings 24/7, including Saturday's and Sunday's. Many mornings I wake up and there is already a new text or email from Michel on something to be discussed after I grab a large cup of coffee.

They made the call to walk away from Bitcoin mining before it was obvious. They secured the power before it became scarce. We signed Cerebras - one of the most consequential AI compute companies in the world - before breaking ground on the data center. They built NeoCloudz and launched GPU-as-a-Service while the flagship campus was still under construction. And he did all of this with a balance sheet that today carries approximately $150 million in cash and zero long-term debt.

That is not luck. That is vision, executed with discipline.

Cerebras, for context, just completed the largest IPO of 2026 on Nasdaq (CBRS) - opening 68% above offering price, raising $5.55 billion, holding a $20B+ relationship with OpenAI. They looked at every option available to them and chose DigiPowerX to be included. A billion-dollar bet on our team and the assets we've assembled.

I've seen the plan from the inside. What's being communicated publicly reflects exactly what I've seen in execution. There is no gap.

WHERE THIS IS GOING
The AI data center of the future isn't a retrofitted warehouse. It's purpose-built from the ground up - for liquid-cooled, 150kW+ rack density, Tier III uptime, and the kind of power reliability that frontier AI demands. It sits on owned land, connected to grid power that was secured years ago, and operated by people who've never run anything less.

That is exactly what DigiPowerX is building.

And we're not stopping at 40 MW. The pipeline includes a 1.3 GW Letter of Intent in West Virginia - targeted for 2028 through 2030. As AI scales from tens of megawatts to gigawatts, DigiPowerX is already positioned for that next phase.

NeoCloudz, our GPU-as-a-Service platform, is live right now on NVIDIA B200 and B300 bare metal - the fastest, most powerful AI compute available today. First revenues recognized in May 2026. And we've already committed $35 million to NVIDIA's Vera Rubin platform - the successor to Blackwell - for Q1 2027 deployment. We try to be one generation ahead.

Project financing is advancing with one of the world's largest private credit institutions - managing $220B+ in credit assets - structured as non-dilutive 70/30 debt. Firms at this level don't commit to a process without exhaustive underwriting. The fact that this financing is moving forward is itself a validation: of the asset quality, the contracted cash flows, and the professionalism of the DigiPowerX team in every aspect of how this company conducts its business affairs.

THE NUMBERS - PUBLICLY STATED MANAGEMENT TARGETS
2026 → First AI revenues. NeoCloudz live. SubQ AI 24-month bare metal contract (~$19.6M). Revenue engine started.
2027 → ~$300M revenue run rate. Full 40 MW Cerebras campus online. NeoCloudz scaling.
2028 → $450–$500M run rate.
2029 → $800M–$1B run rate.

These are Michel's publicly stated targets. Subject to all the risks in our public filings. But they are grounded in assets that already exist, contracts that are already signed, and a team that is already executing.

I'm proud to serve on this board. I'm proud of Michel Amar, Alec Amar, Paul Ciullo, Jagan Jeyapaul, and every person building this platform. And I'm proud of what this company represents for the future of AI infrastructure in America.

The AI revolution needs a physical layer. DigiPowerX is building it.

That photo shows 10 MW.
- We're delivering 40 MW.
- And we're just getting started.

Full press release (June 3, 2026): https://t.co/toDvZBsnDa

Gerard Rotonda | Director, DigiPowerX Inc.
$DGXX $DGX
#DigiPowerX #AIInfrastructure #DataCenter #GPUaaS #NeoCloudz #NVIDIA #Cerebras #AICompute #FutureOfAI #PowerInfrastructure #NasdaqStocks

[Rosanna Prestia, MBA @RosannaInvests]

🚨 $DGXX is following the EXACT $APLD playbook 18 months behind.👀

The pattern recognition that institutional investors aren't pricing yet:

🎯 THE IDENTICAL PROGRESSION:

✅ Both were crypto miners that pivoted to AI data centers
✅ Both signed transformative anchor tenant first
✅ Both target cheap power geography ( $APLD: North Dakota → $DGXX: Alabama)
✅ Both have telecom executive leadership
✅ Both have subsidiary spinoff structures
✅ Both have HARD dated catalysts ahead

⚙️ THE STAGE-BY-STAGE PROGRESSION:

Stage 1: Crypto Miner [ $APLD ✅ | $DGXX ✅]
Stage 2: AI Pivot Announced [ $APLD ✅ | $DGXX ✅]
Stage 3: Anchor Tenant Signed [ $APLD ✅ | $DGXX ✅ - Cerebras $1.1B]
Stage 4: Hyperscaler Validation [ $APLD ✅ | $DGXX ⏳]
Stage 5: Mature AI Landlord [ $APLD ✅ | $DGXX ⏳]
Stage 6: Hyperscale Leader [Both ⏳]

🏦 THE $APLD VALIDATION DATA (Today):

✅ Market cap: $13.11B
✅ $31 BILLION in contracted lease revenue
✅ 1.2 GW contracted IT load
✅ 4 AI Factory campuses operational
✅ 15-year take-or-pay leases with investment-grade hyperscalers
✅ Macquarie Asset Management partnership ($225M per 100 MW)
✅ Goldman Sachs $300M bridge facility
✅ Lake Street PT $70 | Roth $65 | Needham $51
✅ Stock journey: $4 (18 months ago) → $45+ today = +1,000%

🎯 THE $DGXX BABY VERSION DATA (Today):

✅ Stock: $8.10
✅ Market cap: ~$732M
✅ Cerebras 10-year contract: $1.1B (up to $2.5B with renewals)
✅ 40 MW Phase 1 + Phase 2 expansion
✅ Phase 1 RFS target: December 15, 2026
✅ Q1 2027: Full 40 MW operational
✅ Hans Vestberg (ex-Verizon CEO) as Senior Advisor
✅ Substation + grid interconnect complete at Columbiana site
✅ US Data Centers subsidiary positioned for spinoff
✅ Stock journey: +1,212% past 12 months (same trajectory $APLD just completed)

📈 THE MARKET CAP COMPOUND MATH:

✅ $DGXX today: $732M = 5.6% of $APLD's $13.11B
✅ Same proven playbook validated at 18x larger scale
✅ Path: Single campus → Multi-campus → Multi-GW → Hyperscaler validation
✅ Same 18-24 month progression $APLD just completed

🛡️ THE STRUCTURAL MOAT (Same For Both):

✅ Power chokepoint (4-7 year grid interconnection queues = unreplicable)
✅ Real estate ownership (vs leasing)
✅ Dedicated substation already complete for $DGXX
✅ Telecom executive credibility (Hans Vestberg = Goldman/Macquarie equivalent)
✅ Long-term contracted revenue visibility
✅ Multi-tenant expansion potential

🔮 THE FORWARD CATALYST STACK:

→ Cerebras IPO (potential largest IPO of 2026)
→ December 15, 2026: Phase 1 RFS milestone
→ Q1 2027: Full 40 MW operational
→ Additional hyperscaler signings possible
→ Phase 2 expansion + financing structure
→ Subsidiary spinoff value crystallization (like $APLD's ChronoScale)

🧠 WHY THIS PATTERN MATTERS:

When the proven playbook exists at 18x larger scale, the asymmetric setup is mathematical, not speculative.

$APLD validated:
→ Crypto miner pivot WORKS
→ Anchor tenant strategy COMPOUNDS
→ Multi-campus expansion DELIVERS
→ Investment-grade hyperscaler validation MATERIALIZES
→ Premium valuations EMERGE
→ Stock 10x in 18-24 months

$DGXX is following the exact same path 18 months behind.

⚠️ KEY RISKS:

- $DGXX is small-cap with single-tenant concentration
- Cerebras IPO success is critical catalyst
- $175M ATM creates dilution pressure
- Execution timeline is aggressive
- $APLD has crossed validation thresholds $DGXX still needs to clear

The market is pricing today's $DGXX as a small Cerebras infrastructure play.

The trajectory is pricing the next $APLD-style AI infrastructure compounder.

Same playbook. Smaller starting point. Bigger asymmetric runway.📈

[ShadowFlow @jf2488]

$DGXX great summary here of what is happening.

https://t.co/N5fYV2nGus

I feel this is the only stock at the moment that has the same vibes as when I was buying IREN at low 5s. It didn't take long for the market to catch up and 10x+.

[Daichi Rei (大地霊) @daichi888]

https://t.co/oW5ITGXSEo

[ShadowFlow @jf2488]

@kastriooot8 DGXX will pop hard, actually a better trade for multiple returns even against IREN. Once we break $8.40 we will run quickly.

[ShadowFlow @jf2488]

@rk8215 Conservative target :) Won’t be surprised if more than double that this year.

[Daichi Rei (大地霊) @daichi888]

https://t.co/zsVFcxyHlL

[ShadowFlow @jf2488]

@FransBakker9812 @mirror_image_1 Fair enough, but may miss the 10x still to come :)

[ShadowFlow @jf2488]

@kastriooot8 Pretty much spot on, market will take notice and catch up at some point

[Fajasy @StableBread]

$DGXX dropped Q1 2026 results this morning!

I've been building a quarterly model on this name, so wanted to compare actuals vs. what I had assumed.

Financials:
→ Revenue $6.8M (down y/y vs $9.3M as mining winds down).
→ First positive Adj EBITDA quarter (+$1.1M vs -$1.3M Q1 2025).
→ GAAP net loss $4.65M (mostly non-cash; $3.8M digital currency revaluation + higher SBC).

Balance sheet:
→ Cash $57.8M at end of Q1; ~$125M today per CEO (post $103M ATM raise).
→ $45M of YTD capex already deployed into GPU equipment and Columbiana build-out.
→ Shares outstanding: 90.4M today vs 69.8M at Q1 end.

AI / Operations:
→ SubQ AI bare metal GPU contract went live last night (first AI revenue).
→ Cerebras 40MW deal signed May 4 ($1.1B initial / $2.5B with renewals / $1.4B expansion option).
→ Phase 1 (15MW) RFS targeted Dec 15, 2026; Phase 2 brings total to 40MW by Q1 2027.
→ Phase 2 "conditioned on the Corporation securing adequate financing" per the 10-Q.

Strategic:
→ Hans Vestberg (former Verizon CEO, BlackRock board) added as Senior Advisor.

Forward run-rate guidance from CEO:
→ 2027: 90 MW colo + 10-12 MW GaaS = $300M.
→ 2028: $450-500M.
→ 2029: $800M-1B.
→ Plan to shift from 100% self-funded to 70/30 LTV debt financing (70% debt, 30% cash to fund future data center builds; term sheet signed but specific terms not yet disclosed).
→ West Virginia 1.3 GW LOI still in play for 2028-2030 expansion.

---

As we know, the Cerebras $CBRS deal validates the thesis.

But share count moved from 69.8M to 90.4M between March 31 and May 15. Most of that came from the $103M ATM raise at ~$5.16/share avg.

The cash gives Phase 1 self-funding optionality, but it's worth recalibrating per-share assumptions in any model that didn't anticipate this much dilution this fast (mine included).

Also the May 8 prospectus (ATM equity program) authorized up to $175M in ATM capacity. They've used $103M, leaving ~$72M still available to tap. More dilution optionality is sitting there.

The Phase 2 financing contingency is the other thing to watch. The 10-Q states the additional 25MW is "conditioned on the Corporation securing adequate financing."

The 70/30 LTV debt plan is the path to securing that.
→ If it works, dilution slows.
→ If they tap the rest of the ATM, that's another ~12M shares on top of the 90.4M already out.

Management's 2027 $300M run rate target assumes Cerebras hits the full 40MW on time, plus another ~50MW of non-Cerebras colo customers, plus GaaS scaling from today's 1MW (SubQ) to 10-12MW.

I have no reason not to believe them! For now, I'm watching how the debt financing terms come together over the next couple quarters.

[ShadowFlow @jf2488]

@krasko1199362 Price target?

[ShadowFlow @jf2488]

Completely agree. Will take a bit of time for the market to properly comprehend the move it seems. A lot will be tentative to pull the trigger and Buy because price didn’t shoot up continually after earnings. And it may not for weeks. But once the market starts to understand it’s just a matter of time before we start getting solid % up weeks. Accumulate big on any decent dips next couple months, especially macro driven events. $IREN

[franklee6924x @franklee6924T]

There is no larger long-term strategic move than this — NVIDIA joins forces with $IREN to build the flagship AI factory deployment for the DSX architecture

The market will continue to repeatedly reinterpret the deeper intent and long-term objectives behind the partnership between NVIDIA and IREN.

On May 7, 2026, IREN’s CEO reposted NVIDIA’s official announcement on X regarding the partnership between the two companies: NVIDIA and IREN Limited today announced a strategic partnership to accelerate the deployment of next-generation AI infrastructure.

NVIDIA announcement
https://t.co/WW1RJ9ERH3

At the same time, IREN also released another announcement on its own website: IREN signs a US$3.4 billion AI cloud services agreement with NVIDIA.

IREN announcement
https://t.co/f3W6yR90Mq

The two announcements, each emphasizing different aspects of the cooperation, carry extremely significant implications.

First, after careful verification, this is the first time NVIDIA has sought external compute leasing. There are three major turning points in industry development embedded in this move.

A reversal of roles: NVIDIA becomes a “major external compute customer” for the first time

In the past, NVIDIA’s relationship with infrastructure companies was almost always centered around “selling hardware” or “borrowing hyperscaler data centers for DGX Cloud.” But in this US$3.4 billion agreement with IREN, NVIDIA is, for the first time in its history, leasing third-party compute capacity at large scale and on a long-term basis as a customer, for use by its own AI research teams. This kind of “reverse leasing” is unprecedented for NVIDIA in both scale and nature.

The selective external exposure of its most core secrets: this point carries the deepest implications

For a long time, NVIDIA has insisted on keeping its most critical R&D work — chip design, driver optimization, and large-model training — inside its self-built supercomputers such as Selene and Eos, creating a closed loop of “building the shovels and mining with them itself.” But this time, outsourcing a 60MW research workload to an external data center is highly significant. It signals that compute-chip R&D is beginning to transition toward external collaboration.

The first opening of stack management: introducing Mirantis to manage NVIDIA’s internal R&D clusters

Previously, NVIDIA’s internal cluster management was handled entirely by its own engineering teams. But under this agreement, NVIDIA is for the first time allowing third-party management, bringing in Mirantis to participate in cluster orchestration and operations. This also signals a transformation in NVIDIA’s latest compute architecture R&D approach — beginning to “strengthen external collaboration” for lower-level operational work such as server cooling, restarts, and Kubernetes configuration.

As the ability of individual GPU chips to increase computing performance gradually approaches physical and engineering limits, the next phase of AI compute advancement is shifting from “single-chip performance competition” to “system-level scalability competition.” This is NVIDIA’s direction of transformation.

The primary paths for the next stage of AI compute improvement include: GPU clustering, high-speed interconnects, rack-scale computing, and data-center-level coordination. This requires GPU manufacturers (NVIDIA), data center designers/builders/operators (IREN), and supercluster operating systems (Mirantis) to jointly collaborate on development.

What they are developing is precisely the NVIDIA DSX architecture referenced in the NVIDIA-IREN partnership announcement. And IREN’s hyperscale SW site in Texas is becoming the flagship deployment location for NVIDIA’s DSX architecture. This is absolutely not a simple narrative of NVIDIA investing in a company and becoming a shareholder.

For the world’s leading company that holds the core secrets of AI compute chip R&D, this is not a trivial matter.

From NVIDIA’s perspective, there appear to be many potential partners, such as CoreWeave, Nebius, Oracle, Microsoft Azure, Amazon Web Services, and Crusoe, and NVIDIA has already invested in or partnered with these firms before. But why did it choose IREN for this most important transformation?

Because IREN possesses too many things that are uniquely its own:

Multiple GW-scale single sites with secured long-term power supply
Grid interaction capabilities
Vertical integration
Ultra-long-term site planning and abundant land supply
Green energy
Acting as its own design-and-build general contractor
Long-term accumulation of data center operational experience
Advanced design and technical capabilities

Compared with the companies above that NVIDIA has already partnered with, even if IREN temporarily lacked software capabilities, NVIDIA was still willing to wait until IREN acquired a software company before announcing this deep cooperation. Moreover, Mirantis has long been one of the three software companies that have collaborated with NVIDIA for many years. It is highly possible that NVIDIA itself played the role of connector behind IREN’s acquisition.

NVIDIA is transforming toward system-level compute scaling and building an AI factory template. In the future, the products it sells may no longer simply be GPU chips, but complete racks, clusters, or even entire AI factories.

That inevitably requires standardized data centers in order to guarantee performance, compatibility, scalability, and token efficiency.

What NVIDIA needs are facilities with massive long-term secured power supply, land, GW-scale campuses, HPC DNA, rapid construction capability, neutrality, automated scheduling capability, workload routing, GPU virtualization, fault recovery, and cluster operating systems capable of distributed training management.

At present, IREN is the only company that possesses all of these elements simultaneously.

What they are trying to build is the industrial standard for the next phase of the AI industry.

The greatest companies do not merely participate in industries — they define the standards.

From this perspective, there is no larger strategic theme than this one.

Selling compute capacity to hyperscalers, partnering with Anthropic, or developing new sovereign AI businesses are all important, but none compare with this.

The deeper meaning of last week’s announcement will require time for the market to fully interpret and understand. I believe I have already analyzed this trend relatively clearly.

This move by NVIDIA and IREN, once executed successfully, could once again widen the gap between the NVIDIA ecosystem and Google just as Google had begun catching up — and it carries major implications for the entire AI industry.

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

$IREN is making all the right moves…

I'm pleasantly surprised by $IREN's acquisition of @MirantisIT. Previously I thought $IREN would eventually move up the stack through M&A, but I anticipated this to happen in 1-2 years, not today.

I interpret this as things genuinely moving VERY fast at $IREN behind the scenes and all of us just underestimating the pace this company is on.

Remember, two years ago everybody saw $IREN as "just another BTC miner".

Six months later (late 2024) it became the most formidable competitor in the space, breaking growth records and being the only profitable entity in the industry.

Then, last year, the story evolved to $IREN having genuine potential in the AI/HPC colocation space with its gigawatt scale power portfolio.

Not long after, this company surprised everybody with its first hyperscaler deal consisting of leasing out cloud capacity, moving up the value chain and skipping the lower-yielding colocation segment.

Today, $IREN's product portfolio is evolving once again.

Previously they were widely regarded as a pure-play "bare metal" compute provider, yet with the acquisition of Mirantis, the company moved up to a full-stack AI cloud, now covering everything from the metal up through the managed AI services that enterprise and sovereign customers actually plug their workloads into.

Contrary to what most analysts interpret this as, I don't see this as a pivot, but rather a hedge. A hedge against customer concentration.

There are fewer than 10 companies in the world that can rent hundreds of megawatts of compute. Think hyperscalers and frontier AI labs like OpenAI and Anthropic.

Even if $IREN managed to establish relationships with >50% of these tier-1 customers, that would still result in an incredibly concentrated client composition.

This sort of reliance on a handful of customers just adds more risks, which in turn leads to lower valuations, higher cost of capital, and arguably most importantly, a weaker hand at the negotiating table.

All that said, I still think bare metal will continue to be the majority of $IREN's contracted cloud capacity going forward.

The big players' appetite for compute is just insatiable and $IREN is in a prime position to become THE "plug" for high-quality, low-cost compute, given its fully vertically integrated infrastructure portfolio and massive power pipeline.

Yet with this acquisition $IREN now has a solid shot at also taking meaningful market share in the smaller subsets of the AI compute market, namely the enterprise & sovereign AI (governmental) sectors.

The end result could be a much more diverse and thus more robust client mix.

If I had to take an educated guess at the reason why $IREN acquired Mirantis at this point, I believe it could very well be related to the multi-billion-dollar deal Co-CEO @danroberts0101 referenced in last quarter's earnings call:

"One of the contracts we are negotiating at the moment is a multi-billion dollar contract where we would have to bring a software solution".

I believe the counterparty in question isn't a hyperscaler or a frontier AI lab. These are exactly the kind of customers who DON'T need the software layer, as they develop it in-house and retain full control.

Likewise, I don't think there are many enterprise clients requiring cloud compute in the "multi-billion" dollar range.

Thus, by process of elimination I think the most likely fit is a sovereign entity, i.e., a state or government. Mirantis just happens to be one of the few companies validated by NVIDIA as part of its sovereign AI reference architecture.

As for which sovereign entity it might be, there are many possible candidates, but there is none more obvious than the Australian government itself, be it federal or stae-level, given $IREN's roots in the ‘land down under' (founded and headquartered in Sydney).

This would also explain the company's recent advertising push in several regions across Australia, perhaps to attract the necessary local tenant to successfully pull off a venture of this magnitude.

I'm just thinking out loud here, and much of this is nothing more than speculation at this point, but in any case, this acquisition appears highly strategic in multiple ways.

I'm very much looking forward to tomorrow's earnings call, in anticipation of getting more insights into the motivation behind taking Mirantis on board.

Over the coming days post-earnings I'll publish a very extensive earnings breakdown on Substack, of which the acquisition of Mirantis will be a substantial focal point.

I'll lay out everything there is to know about this tech company & provide you with my unfiltered opinion in an easy-to-digest manner.

Stepping back one more time, it's incredible to see just how far $IREN has come since I started covering it. It's truly a generational unicorn company. Something you don't come across very often.

The growth trajectory has been unprecedented. The company is firing on all cylinders, and I think we stand right before some major commercial victories.

Another piece of data pointing in that direction is the company's recent hiring spree. $IREN now has 142 job openings across a wide range of departments and geographies.

This company is not standing still!

Cheers, guys ✌️

S/O to my friend @_Sgr_A_Star for providing the job listings pics

[ShadowFlow @jf2488]

Prob get a retracement for BTC into the high 60s the next week. Shorting IREN or not having a position to buy lower just too risky at the moment. Too many catalysts could rocket it to 60-80s quickly. Even if BTC doesn’t push up. Best just hold and take the pain if IREN goes back to low 40s. DCA and buy more. $IREN

[ShadowFlow @jf2488]

Trump will probably pussy out as usual, and ofcourse sets a Financial Markets open time. So prob an announcement a couple hours before Open. Having said this if war does actually break out I’m seeing low to mid 20s for IREN if BTC finally breaks 60k.

[ShadowFlow @jf2488]

@TheRonnieVShow @mehtasdeepak You got long last few days correct? Switched pos

[ShadowFlow @jf2488]

$IREN ATM, same old shite, just like when it went from $15 to around $5 before going 10x plus in a matter of 6 months. I can def see us going under $30 in the next couple months but this will be gift buy levels. Be patient, second half of this year and 2027 we will see the rocket ship take off and multi bagger gains.

[ShadowFlow @jf2488]

Not a bad view here. Been thinking about a lot of this the last month or so. Very bullish second half of this year and 27. Still think the bottom will be in Mar/Apr and then a few months of chop before we rise out, and rise quickly.

[The Journey Man @JM_speakss]

Ok, here’s my honest take.

Every piece snapping into place like clockwork.

China has spent years dodging Western oil sanctions by quietly sourcing from Venezuela and Iran, keeping its economy insulated from USD pressure. Trump’s non-negotiable mission is to obliterate BRICS, bury de dollarization for good, and reinstall the USD as the unchallenged global reserve currency for the next century. To refinance America’s towering debt load he needs interest rates driven into the ground. To steamroll the 2026 midterms he needs stock markets in full blown euphoria. The cleanest, fastest way to deliver both at once?

Precision geopolitical conflict that spikes energy prices, supercharges defence and industrial stocks, floods the system with liquidity, and forces every player back onto America’s chessboard.

Connect the dots because they’re not random:

- The US moves decisively on Venezuela, securing its enormous oil reserves, lithium, gold, and rare earth minerals.

- Canada now fully aligned and openly supporting the US steps up with comprehensive diplomatic cover, logistical bases, intelligence sharing, and even limited expeditionary support. Ottawa’s move instantly locks down the entire Western Hemisphere energy corridor, creates a seamless North American fortress, and sends an unmistakable signal to every ally and adversary: “The West is unified, and America is back in charge.” China’s first major lifeline is severed overnight.

- Beijing, panicked, doubles down on its Iranian supplies.

- Then, literally last night, Trump green-lights “Operation Epic Fury” devastating precision strikes (with Israeli support) that target the Iranian regime’s command centers, nuclear sites, and oil infrastructure while broadcasting direct calls for the Iranian people to rise up. China’s second critical lifeline is gone in hours.

That leaves only Russia.

But here’s the masterstroke that’s still flying under the radar…Russia and the US I think are already in back channel talks for a historic deal on energy, trade, and security that brings Russian oil and gas flooding into Western markets. Canada’s rock solid alignment gives Trump the perfect geopolitical bridge…a bulletproof North American energy bloc plus Russian resources creating an unbreakable alliance that completely isolates China.

BRICS is dead in one decisive stroke.

Once China is totally cut off it has zero leverage left. Beijing will be forced to come crawling back to the United States for everything…oil, minerals, technology, and market access. Trump’s response? “Hold our debt.”

America sets the terms.

China is handed massive tranches of US debt at favorable rates, the dollar undergoes a controlled, orderly reset, and the entire global financial system realigns under Washington’s leadership. Central banks worldwide have been stockpiling physical gold for exactly this moment as the ultimate backstop and hedge against the transition.

And here’s what happens to Bitcoin in the next phase because crypto is the missing piece that turns this from dominance into total supremacy:

As the conflict premium hits energy markets and defense budgets explode, liquidity floods risk assets.

Bitcoin, already positioned as digital gold and the ultimate inflation hedge, breaks out violently first surging past $200k on pure market momentum and institutional FOMO.

Then, once the Russia deal is signed and the dollar reset is underway, Trump drops the bombshell…an executive order establishing a strategic US Bitcoin Reserve. Using seized Venezuelan assets and windfall revenues from the new energy alliance, America becomes the world’s largest sovereign Bitcoin holder overnight. This single move does three things at once:

1. It legitimizes Bitcoin under American control, pulling it away from Chinese mining dominance forever;

2. It gives retail and institutional investors the green light to pile in without regulatory fear;

3. It supercharges the market rally needed for midterm victories.

[Daniel @danielisdizzy]

As Stanley Druckenmiller says, making money isn’t that hard.

“The biggest mistake investors make is they invest in the present instead of looking forward.

It’s very important never to invest in the present. Always try to envision the situation as you see it in 18 to 24 months.”

That’s exactly what’s happening with the AI frenzy right now.

The market is obsessing over this year’s free cash flow and ignoring what AI will unlock over the next few years.

[ShadowFlow @jf2488]

Seeing BTC 50-55k over next month or so. Potential capitulation event to low 40s. Gifts to be had at these prices.

[ShadowFlow @jf2488]

Unfortunately no deal yet announced for $IREN which was priced in. Will happen at some point. BTC hit low 60s as predicted and IREN also caught in the sell off. So much noise out there at the moment and will still be chop and high volume selling for BTC for the next month or so.