New Joule Order

[New Joule Order @newjouleorder]

@RealJimChanos @SmallCapSnipa Sissy bitch blocked me

[New Joule Order @newjouleorder]

@RealJimChanos @SmallCapSnipa The spread is the point. The developer that builds the same asset for $10M and leases it at DLR's cap rate earns 19% on cost and sells the stabilized building to DLR's shareholders at 4%. The builders outperformed the REIT. Want to keep going?

[New Joule Order @newjouleorder]

@RealJimChanos @SmallCapSnipa But DLR has much higher multiples, because the returns are sustainable and market is willing to pay for duration.

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@RealJimChanos @SmallCapSnipa Tower companies have done it as well and DLR with different technology

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@RealJimChanos @OxfordAnalytics @RandolphDuke7 $IREN will be the only “neocloud” that can benefit from the DLR print with Blackstone, right?

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@RealJimChanos @TheStalwart Not happening with $IREN

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@LukeGromen I thought you were an accountant

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@RealJimChanos There will be very little dilution on a go forward basis. Go review please.

[New Joule Order @newjouleorder]

@_Sgr_A_Star @FrostByte123456 It’s Victor megawattyana

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@fundstrat Hey love the idea but can you stop sharing what I’m paying for as much? Thanks.

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@JoshMandell6 @LorenHodl 🤣

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@RealJimChanos I read your posts and think they can be valuable. Has anyone ever said you remind them of Lewis Black?

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@RealJimChanos @StockAnalystPro Why so disingenuous? You know what you’re doing.

[New Joule Order @newjouleorder]

@RealJimChanos Why do you avoid obvious calculations based on their GPU inventory and activation?

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@RealJimChanos @DCryptDeezNutz @Midnight_Captl Where would rental rates need to be for you to “change” your mind?

[New Joule Order @newjouleorder]

@MelMattison1 And btc?

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@JoshMandell6 @dotkrueger Seeing Josh bullish again has me giddy. When the god fearing intellectuals are bullish, I’m bullish.

[New Joule Order @newjouleorder]

@LukeGromen @ektrit Where is it “going”?

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@LukeGromen @sands_sanibel @jp24630660 @LukeGromen you can confirm our inventory of missiles?

I doubt it

[New Joule Order @newjouleorder]

@JoshMandell6 @gzlz_alex How likely do you see this and why?