IREN is building AI infrastructure at gigawatt scale. Becoming the provider customers think of first takes more than building it. It takes presence where decisions get made.
Our Golden State Warriors (@warriors) partnership brings us deeper into the Bay Area AI ecosystem: closer to the customers, partners and talent shaping what's next.
As we serve a widening base of enterprises, AI labs and startups, that presence is how IREN stays in the conversations that matter.
The ultimate competitive advantage is built from the ground up. Thrilled to partner with the Golden State Warriors — and the full Golden State family — as we work together to shape what's next.
The race to become the first $10T company is on and it's really a race to own the layers everything else depends on:
• $NVDA owns AI accelerator layer
• $TSLA owns EV & autonomy layer
• $AMZN owns cloud and logistics layer
• $GOOGL owns search, data & TPU layer
• $TSM owns leading-edge manufacturing
• $AAPL owns consumer device ecosystem
• $MSFT owns enterprise AI distribution layer
• $AVGO owns custom silicon & AI networking
• $SPCX owns space, satellite & launch infrastructure layer
NVIDIA, $NVDA, EARNINGS SUMMARY:
1. Record quarterly revenue of $81.6 billion, above expectations
2. Q1 adjusted EPS of $1.87, above expectations
3. Q2 revenue guidance of $89.2 billion to $92.8 billion, above expectations
4. New $80 billion share buyback authorization
5. Increase in dividend from $0.01/share to $0.25/share
6. Total revenue growth of +1,035% over the last 3 years
Once again, Nvidia has crushed just about every expectation possible.
The AI Revolution is on fire.
THIS IS ONE OF THE GREATEST QUOTES OF ALL-TIME BY #NFL LEGEND BILL BELICHICK:
“You experience the Pain of Preparation or the Pain of Failure. It's pain either way. You have to decide if you want pain at the beginning or pain at the end.”
🐐🐐🐐
Amazon $AMZN and Google $GOOGL announced a new jointly developed multicloud networking service to meet growing demand for reliable connectivity
"The initiative will enable customers to establish private, high-speed links between the two companies' computing platforms in minutes instead of weeks." - Reuters
AMAZON $AMZN WITH A BEAT ACROSS THE BOARD AND THE STOCK IS SOARING. 🤩
MY TWO LARGEST POSITIONS GOOGLE $GOOGL AND AMAZON $AMZN WITH PHENOMENAL EARNINGS.
I AM OVER THE MOON. 🌙
These former high school teammates just helped send @USALMNT to the GOLD MEDAL GAME 🏆🇺🇸
Owen Duffy and Jack Speidell (St. Anthony's, 2023) connected FOUR times and combined for 16 points in the semifinals of the U20 Men's Championship 🤝
(via @WorldLacrosse)
Seems like everyone suddenly forgot we’re in the middle of an AI revolution. Companies I believe will benefit the most:
Phase 1: $NVDA, $ASML, $AMD, $TSMC
Phase 2: $MSFT, $META, $GOOGL, $AMZN
Phase 3: $PLTR, $NOW, $SNOW, $NET
Phase 4: $CRWD, $TEAM, $CRM, $SHOP
Lacrosse viewership is skyrocketing, and inclusion in the 2028 Olympics will be "massive" for the sport, says @PremierLacrosse Co-Founder and President @PaulRabil: