Tanz

Just a girl who loves investing 📈Walking barefoot through life 👣

[Tanz @theTanz54]

@emirates care to explain? your published schedule for EK394 is not the schedule you operate, and hasn’t been for weeks. Due to fly this soon and I am NOT going to sit in the airport for hours knowing you are going to delay it 😡 is this the worst route on global records!!?

[Tanz @theTanz54]

@CantonaLuhg @Bushra1Shaikh Bet you didn’t drop him off Andrea because your benefits probably don’t extend to a car. Did Karen at no 43 drop
Him off in his black puffer jacket with a back pack full of vapes and gum. Tell me I am wrong Andrea…..

[Tanz @theTanz54]

@WarriorCost @Bushra1Shaikh I am going to reply to one post and one post only. It’s called emotional intelligence, you appear to have very little.

[Tanz @theTanz54]

@AngieF03764095 @srfrgrl1959 Really @angief03764095 you didn’t see this coming?? Ffs 🤷‍♀️

[Tanz @theTanz54]

@xEBITDA Well thank you Dan, I will take them!

[Tanz @theTanz54]

@StockTrader_Max Well said 👏 if people want to sell; I will always buy!

[Tanz @theTanz54]

@Midge1415 Wankstain.

[Rosanna Prestia, MBA @RosannaInvests]

$IREN just reported $1B of ARR operating today, $4B contracted for year-end, and 2026 capacity sold out. New contracts are signing above $20M per MW with discussions at $25M, roughly double what the street models.

The bear case died on page one: $3.6B of investment grade GPU financing at 6%, another $2.8B from Blue Owl and PIMCO, $7.6B of cash, and $1.8B of customer prepayments already collected. Customers are paying years in advance for capacity that doesn't exist yet.

The headline "miss"? Bitcoin mining shrinking on schedule while AI Cloud grew 110% in a single quarter. The old business is being dismantled faster than the new one gets recognized. The contract book says which one wins.

Priced like a miner. Contracted like a utility. Growing like a hyperscaler.

Their words: the structural shortage of compute is deepening.⚡

Long $IREN
DYOR

[Tanz @theTanz54]

@growthrapidly Always buying Iren; every month until the thesis breaks. It hasn’t broken…. I know there is a lot of negativity about ER but it was better than I expected, company is still performing and the loss is explained. In 3 years you will be grateful for buying at these prices.

[Tanz @theTanz54]

@danpakko Yup.

[Tanz @theTanz54]

@EmiratesSupport I can’t, the flight hasn’t departed yet

[Tanz @theTanz54]

@Bushra1Shaikh It’s not sitting very well …

[Fav @Favwontmiss]

I AM SO FUCKING TIRED OF ALL THE HORRIBLE SHIT HAPPENING IN THE WORLD. THE DEATH. THE VIOLENCE. THE CRUELTY. THE MESSED UP HEADLINES. THE EARTH BEING ON FIRE. THE INJUSTICE. I’M TIRED IF BEING ANGRY AND WATCHING PEOPLE SUFFER, IT SHOULD NOT BE LIKE THIS

[Tanz @theTanz54]

@0xLuciferCore 04

[Mohamad Safa @mhdksafa]

Stop calling them "settlers"; they are terrorist invaders.

THOUSANDS have been arrested for protesting the genocide in Gaza. ZERO have been arrested for committing the genocide in Gaza.

HUNDREDS have been arrested for protesting settler terrorism in the West Bank. ZERO have been arrested for committing terrorism in the West Bank.

Imagine if Palestinians burned Israelis' homes, killed livestock, cut down trees, and slaughtered civilians, what would you call them? Terrorists

Israelis burned Palestinians' homes, killed livestock, cut down trees, and slaughtered civilians, why do you call them settlers?

Stop calling them "settlers"; they are terrorist invaders.

[Tanz @theTanz54]

@moninvestor In this together 💪🏻

[Tanz @theTanz54]

@ChairmansLedger I have been staying off X and don’t check my portfolio daily. I did today and it hurt. I am trying to make sense of it, but I am an investor not a trader, ultimately the thesis is not broken eg $IREN & $ONDS so will contibue to DCA and close the laptop again. The end.!

[Tanz @theTanz54]

@user5747532 @ImBreckWorsham Brit here 🇬🇧 👋 no we don’t, not one bit. We look at the US and think how embarrassing it must be to be American these days and as for the muppets you mention, yes they are all wrong.

[Tanz @theTanz54]

@SylentTrade Oh lord, here we go 🙄