Jonny Dakin

[Jonny Dakin @jonny_dakin]

@ToppersHarley @ren_stocks I get the circular financing concerns, but we’re still early. US Census data published 2 days ago shows just 24.6% of American businesses used AI in the previous 2 weeks. And occasional use is very different from fully integrating AI across a business. Huge runway ahead.

[Jonny Dakin @jonny_dakin]

@SlavMarkets One technical reason? A failed breakdown. If $IREN reclaims $25 on strong volume, the bearish setup weakens. The chart may be under pressure, but secured power, growing AI demand and the 2027–28 opportunity haven’t disappeared. I’m focused on execution, not short-term fear.

[Jonny Dakin @jonny_dakin]

@datacentrebull Completely agree. The AI infrastructure thesis is strengthening as demand grows and power becomes scarcer. For $IREN and $CIFR, secured capacity and 2027–2028 delivery matter far more than short-term price movements. This correction could prove a huge opportunity.

[Jonny Dakin @jonny_dakin]

@zerohedge This looks more like a planning dispute than weakening AI demand. If anything, it strengthens the case for AI infrastructure stocks like $IREN, $APLD, $WULF and $NBIS. As new developments face barriers, secured power and deliverable compute capacity become more valuable.

[Jonny Dakin @jonny_dakin]

@henrywinter You haven’t got your finger on the pulse here Henry. As a Burnley season ticket holder I can say that the best thing about getting relegated is no VAR. It’s the enemy of the match going fan. Celebrating a goal in the Prem has been wrecked by VAR.

[Jonny Dakin @jonny_dakin]

@dylan522p @jiahanjimliu The bigger IREN signal is commercial. Together AI and Fireworks renewed and expanded, Microsoft committed at scale, and newer sites are being built to higher resilience standards. That looks like a company learning fast and moving up the quality curve.

[Jonny Dakin @jonny_dakin]

@FrazHoehle It’s got a Buck Rogers toilet👌

[Jonny Dakin @jonny_dakin]

@matthewdmarsden As a Brummie in Texas, you've clearly got the inside track on 700 million people across 40-odd European countries. Fair play.

[Jonny Dakin @jonny_dakin]

@matthewdmarsden A return to the cobbles?

[Jonny Dakin @jonny_dakin]

@EndicottInvests That’s why I’m long NBIS and many AI stocks. My experience of AI is in a normal mid-sized company outside the tech industry and usage is still a fraction of what it will be in future.

[Jonny Dakin @jonny_dakin]

@azrael4040 @MikeIStevens

[The Burnley Way @TheBurnleyWay]

🥉 𝗪𝗶𝗹𝗹 𝗛𝘂𝗴𝗵𝗲𝘀 → 𝗕𝘂𝗿𝗻𝗹𝗲𝘆

Burnley are making a late move for Crystal Palace midfielder Will Hughes.

The 31-year-old could be allowed to leave Selhurst Park on loan before tonight’s deadline.

(via @reluctantnicko) #TwitterClarets

[𝐊𝐧𝐨𝐰𝐥𝐞 𝐅𝐂 @Knowle_FC]

ICYMI - our appearance on BBC Midlands Today this evening ahead of our big FA Cup tie tomorrow.

Thanks @NickClitheroe for a fantastic article!