Stefan T

Tech Investor, riding up the next leg! Not financial advice - DYOD

[Stefan T @Stefan_Tee8]

@CockedStriker The 5T dollar company came to the same conclusion as Semianalysis. They invested directly into $nbis and $crwv.
Also look how often $nbis and $crwv were namedropped during $nvda ER, $iren not a single time

[Stefan T @Stefan_Tee8]

@outliercapx Thanks, appreciate the insights

[Stefan T @Stefan_Tee8]

@outliercapx Which shortage do you think is more severe and lasts longer, InP or ABF substrate?

[Stefan T @Stefan_Tee8]

@danielisdizzy Also compute prices went up quite a bit. $nbis still has way more capacity they can rent out short term for a premium

[Stefan T @Stefan_Tee8]

@OInvests Besides that, $iren management said themselves that there are plenty of learning from those sites. Its much more important how Childress and Sweetwater performs and there SA was a lot more positive. Still $iren has lots to proof on managed inference.

[Stefan T @Stefan_Tee8]

@OInvests Not a logical argument. Even if this was the case (which its not), why would $iren be rated so poorly? If SA pulled this out of their hats, $iren would sue them into the ground.
The fact that there not even has been a press release challenging SA on the claims tells you all.

[Stefan T @Stefan_Tee8]

@pequityresearch Seem like your moving the market today. $axti ripping

[Stefan T @Stefan_Tee8]

@CernunnosCap @AndersInvests @SemiAnalysis_ Same as last year 😬

[Stefan T @Stefan_Tee8]

@optionscjp Waiting for my $BE entry forever. I hope its getting numed so i can scoop up some shares 😬

[Stefan T @Stefan_Tee8]

@babyfolio Pretty comical to read that now. Guaranteeing that this rating will be better, even claiming some insider info that SA changed their mind on $iren. Lol

[Stefan T @Stefan_Tee8]

@jukan05 They will beat. Different question how the stock reacts though. The bar to jump seems to be particulary high for the memory boys

[Stefan T @Stefan_Tee8]

@LoopVerseClips @TheBigBerbowski Ok buddy

[Stefan T @Stefan_Tee8]

@HyperTechInvest Of course they do, why would they not? The last sentence is the key. $iren pretends to be a Neocloud that offers managed inference, so obviously they have to be ranked against that claim.

[Stefan T @Stefan_Tee8]

@DollarCostAvg Though they expect them to improve for Childress and Sweetwater

[Stefan T @Stefan_Tee8]

@DollarCostAvg Semianalysis ranking current $iren sites as the worst in the country.

[Stefan T @Stefan_Tee8]

@HyperTechInvest Yeah but they alao said that. The outlook is more positive but currently anything but bare metal seems to be a desaster.

[Stefan T @Stefan_Tee8]

@sederomil @Sandeman52 Pyaback on the projects build now is 1 year and 10 months and as 60% is prepaid by customers, ROIC is sub 1 year