Mit Patel

[Jalen Brunson @jalenbrunson1]

New York !!! Where we at???

[Mit Patel @mitpatel323]

@OVOSound @Drake na this was heat

[OVO Sound @OVOSound]

Burning Bridges
@Drake

[Daniel Roberts @danroberts0101]

A big day. Earnings call will proceed as scheduled in 20 minutes. $IREN $NVDA

https://t.co/nstrw2Qyvg

[Chamath Palihapitiya @chamath]

The game theory in AI has shifted. Having a leading foundational model is important but increasingly it is the zoning approved, powered land that is the gating bottleneck. Add turnkey access to silicon and it’s checkmate.

If you have that, you have immense negotiating leverage right now. As data centers get voted down, this leverage will only increase.

Elon just proved it with Cursor.

Now imagine the deals that OpenAI and Anthropic will have to do in the next few years? The Amazon-Anthropic deal was an appetizer.

If you are a sharp on the other side who owns the right assets… 🤤

[Anthropic @AnthropicAI]

We're expanding our collaboration with Amazon to secure up to 5 gigawatts of compute for training and deploying Claude. Capacity begins coming online this quarter, with nearly 1 gigawatt expected by the end of 2026.

[Options selling with Christian @optionscjp]

So Claude is swallowing the entire economy alive and $AMZN owns 15-20% of it AND Claude is being trained on Amazon’s chips..

Got it.

This is why 35- 40% of my portfolio is $AMZN

[Mit Patel @mitpatel323]

@sweatystartup Ideas

[Bill Ackman @BillAckman]

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.

One of the best times in a long time to buy quality.

Ignore the bears.

[Mit Patel @mitpatel323]

@BillSimmons drake maye 🗑️

[Mit Patel @mitpatel323]

@AlexfromFranzy @myfirstmilpod @ShaanVP @thesamparr are you telling the truth about franchising another nine? or are they paying you to promote it or is there some other promotion going on

[Mit Patel @mitpatel323]

@corbin_braun Whats your full vibe code stack right now

[mon @moninvestor]

Today’s price action in $IREN hasn’t been good.

The stock is down along with the broader AI data center space, even though nothing has changed at the company level.

What’s driving the fear in this space is not hard to understand. A lot of attention is on how AI data centers are being funded and how much debt is involved. Companies like $CRWV get singled out because of their interest burden, and that creates anxiety across the entire sector.

When fear is this high, one company struggling or one negative headline can spill over and hit everyone. As an investor, I want to see companies like $NBIS, $CIFR, and others in this space succeed, because when sentiment is this fragile, weakness in one name tends to drag down all of them.

That’s also why these stocks have become extremely news sensitive. Any headline, whether it’s about debt, funding, delays or even something unrealistic like data centers in space, can move prices quickly. The space data center idea isn’t happening anytime soon, but it still made investors uneasy. When stocks react this strongly to news that doesn’t actually change the business outlook, it tells me how much fear there is in the market right now.

Oracle added to that last week. On Friday, reports came out suggesting Oracle was delaying parts of its AI data center plans. Oracle later came out and said there were no delays, but by then the damage to sentiment had already been done. It’s another example of how quickly this space reacts to headlines.

None of this changes how I view IREN. The contracts, the balance sheet, and the execution plan are the same as before. These kinds of periods are uncomfortable, but they’re also where long-term opportunities tend to form for anyone who understands what they own.

[Mit Patel @mitpatel323]

@jimcramer 😂😂

[Andrew Wilkinson @awilkinson]

If you think AI companies are overspending on data centers, you don’t understand math or business.

Employees (at least digital ones) are about to be 1/10th the cost of the worlds most talented humans.

As businesses wake up to this, there will be near endless demand for this technology in the coming years.

As of Sonnet and Opus 4.5, we have crossed the chasm.

Forget a country of geniuses in a datacenter (for now - that’s coming soon though).

You can now purchase a genius level programmer’s time, 24/7, for hundreds of dollars a day.

That will soon drop to a few dollars per day.

The amount of economic value and innovation that is about to be unlocked in software alone, is unprecedented.

Anyone who has their hands on the tools knows this.

Anyone who denies it, either doesn’t understand how good it is, or is in denial.

“Never expect a man to understand something that his paycheck depends on him not understanding” —Upton Sinclair

Long $IREN: https://t.co/QwL1ZmYAg3

[Kash @KashRamki]

I’ve said it before, I’ll say it again. The market can fight it all it wants but IREN’s deal with MSFT is the single best hyperscaler deal announced to-date for many reasons, and the economics only get better from here. $IREN

[dmcb @dmcb__]

Drake showing up on everyone’s Spotify Wrapped and Apple Replay, although they’ve tweeted about how much they hate him all year

[Chris Camillo @ChrisCamillo]

Terrible time to be an investor without conviction. Great time if you’ve earned yours through real research.

[Kash @KashRamki]

Focus on the cash flow, not the stock price $IREN

[Kash @KashRamki]

Know what you own!