Toda

Investor, entrepreneur. Passion towards crypto, stock, crypto mining, data center and advanced manufacturing.

[Neel Khokhani @neel_epochal]

I've held $IREN since it was Iris Energy at $7 in 2022. Rode it to $1. Kept buying. Averaged $3–4. Today I hold 703,000 shares likely one of the largest private individual positions outside the founders.

So believe me when I say this comes from a shareholder, not a critic:

I am appalled by the compensation package the board just tabled — 9.1 million RSUs each for the Co-CEOs. 18.2M units combined. Roughly 5% of the company. ~$700M+ at current prices.

Time-vested. Not performance-vested. Show up for four years, collect.

@danroberts0101 and Will have executed brilliantly Microsoft, NVIDIA, Childress. And shareholders have already paid them for it: highest-paid CEOs in Australia in FY24, billionaires alongside us on their existing equity.

But a board exists to negotiate on behalf of shareholders, not to ratify whatever retention math a compensation consultant produces. Diluting every owner by ~5% with zero performance hurdles after stripping the performance conditions out of prior PRSUs in 2025 is a governance pattern, not a one-off.

Founders who preach alignment should welcome shareholders who insist on it. @mikealfred @MikePowerX

[Toda @rainjustmercy]

Will you do it?

[ChatGPT @ChatGPTapp]

A preview for Pro users: a new personal finance experience in ChatGPT.

Pro users in the U.S. can securely connect financial accounts, see where their money is going, and ask questions based on the information they choose to connect.

Your full financial picture, now in ChatGPT.

[Toda @rainjustmercy]

Man is there anyone buying MU at $1000

[Sanjay Mehrotra @MicronCEO]

Thank you @POTUS for your support. Micron is proud to be part of this historic initiative, which complements our over $200 billion investment in U.S. memory manufacturing and R&D, creating over 90,000 jobs across the country.

[Phoenix Yin @Phoenixyin13]

今天CNBC直播直接原地爆炸。

Palantir CEO Alex Karp 上午参与节目，聊着聊着突然精神失控，近20分钟全程情绪拉满，主持人几次想打断都打断不了。

他疯狂输出，就一个核心意思：

现在OpenAI、Anthropic那些大模型根本就是个坑货，企业花大钱按token付费，交出去的数据和核心竞争力全被大厂偷去训练模型，等于自己花钱养对手，拉完了。

他的意思很明确，就是说这些美国的闭源模型被irresponsibly over-sold，即一种不负责任地过度吹捧，闭源大模型的核心就是把美国企业和军方的命脉外包给几家实验室。

注：Palantir长期给美国军方、情报部门、战场提供数据分析和AI工具，是能影响生死和国家机器的至高层级。

[Elon Musk @elonmusk]

Cybercab with no steering wheel or pedals driving around Austin

[Toda @rainjustmercy]

Very optimistic future… but I still feel like something is missing

[Serenity @aleabitoreddit]

Honestly this decade from 2020-2030 might be the most goated in human history.

- Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX.

- on the cusp of ASI and recursive learning with Anthropic and OpenAI

- Backflipping Boston Dynamics and Unitree humanoids to replace the human workforce

- Star Wars laser beams from $EOS.ASX to AI DC lasers like $LITE.

- Waymo and $TSLA self driving cars everywhere in urban cities

- and we get industry Quantum commercialization end of decade

This is kinda crazy to be an investor in this timeframe. Feels like every movie from the Star Wars Death Star to Skynet is coming to life.

What’s next?

[Toda @rainjustmercy]

@crypto_daha Project management

[Toda @rainjustmercy]

@ShannonSharpe What’s up Michelle?

[Toda @rainjustmercy]

@BonkDaCarnivore @valanto269 Spot on

[Toda @rainjustmercy]

Spot on . We are all tired of we are winning the deal type of BS. Loot at the terms and it’s clear Iran got what they need not holding back

[@jason @Jason]

We made a huge blunder starting a war we are unwilling to finish

Iran now knows we lack the killer instinct, and that the most we will do is drop bunker busters from afar

They’re crazier and willing to absorb endless bombing

They will drag this fight out for a decade.

they will fight to the death, and know we won’t fight past 5% inflation & $4 a gallon gasoline

Tough talk means nothing to the leadership of Iran.

[Michael | Hypermarkets @itsmichaelluu]

Everyone is paying attention to $MU but without this company $MU would be under $100:

[DNI Tulsi Gabbard @DNIGabbard]

Today, on my final day as Director of National Intelligence, I’m releasing never-before-seen communications and documents exposing how Dr. Fauci provided millions in US taxpayer dollars to fund dangerous gain-of-function research at the Wuhan lab, worked with politicized elements within the Intelligence Community to suppress the truth about his actions and hide the virus’ lab-leak origins, and lied to Congress while under oath in 2024. It’s time you know the truth.

https://t.co/3YJSstB7d4

[@jason @Jason]

not fan of Mamdani

But this speech was fire 🔥

[Toda @rainjustmercy]

Salty

[NIK @ns123abc]

BREAKING: JPMorgan just cut off its entire staff in Hong Kong from accessing Claude

Goldman Sachs also did the same last month

It’s over

[Toda @rainjustmercy]

True impactful transition

[Greg Brockman @gdb]

software engineering is so different now. hard to remember what it was like even 6 months ago.

[François Fleuret @francoisfleuret]

Why are Chinese companies releasing very strong open-source models?

[Toda @rainjustmercy]

@drayinvests Not yet

[Toda @rainjustmercy]

I will be more leaning to VST though

[Toda @rainjustmercy]

@EndWokeness A new emperor, a new court.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3