Nick

[Nick @nickgorya]

Current meta

[Nick @nickgorya]

@unusual_whales Thanks big whale. Appreciate your work

[Nick @nickgorya]

Agentic peptide memory summer

[Nick @nickgorya]

@pmarca

[Nick @nickgorya]

@jinglingcookies Yes please!

[CityScapes @CityScapesNC]

Central Park, New York

[Nick @nickgorya]

@DeItaone Everybody on this island seems so happy on this island

[Nick @nickgorya]

I love the smell of micron in the morning

[Nick @nickgorya]

If IREN constructs additional pylons it will be worth at least $72 in a conservative pricing environment based on 12 year DCF and a $32B mcap in 27E. That depends on team execution fo sho and forward multiple that can expand for longer term holders several turns. DYOR - but it’s going up.

[Nick @nickgorya]

@bitcoinbutcher1 @mikealfred yes - fly to Texas and construct additional pylons

[Nick @nickgorya]

@mikealfred you must construct additional pylons

[Nick @nickgorya]

@Umbisam you must construct additional pylons

[Nick @nickgorya]

@seper8tor you must construct additional pylons!

[Nick @nickgorya]

@penny_ether You must construct additional pylons

[Nick @nickgorya]

@bitcoinbutcher1 @richardjcooney You must construct additional pylons

[Nick @nickgorya]

@mikealfred @mikealfred @Umbisam @FransBakker9812 @theBTCMiningGuy

The guided $200-250M RR revs on 10,900 GPUs is about a $2.5 hourly cost which is significantly below market (and I was modeling $3.5). This really hurts the DCF. Thoughts?

[Nick @nickgorya]

@Citrini7 Cava. chipotle and cava lines outside my old midtown office. The Cava line was 1.5x longer w less expensive food and had a 1:1 guy gal ratio whereas chipotle was mostly dudes (expand the TAM). This was shortly after Cava’s IPO post ‘22 correction, lower multiples than CMG

[Nick @nickgorya]

@BIGMEATCRYPTO You must construct additional pylons

[Nick @nickgorya]

@0x45o ymcap

[Nick @nickgorya]

@nicochristie I’d love a code!!