Thestryder

+1M AUM - Long $IREN $CRESY $LMND and Copper

[Thestryder @thestryder_]

@Jason @grok @bot You’re like Cramer for Bitcoin

[Thestryder @thestryder_]

@america Adding justices under who's term? That's the real question. This would ultimately be a power grab and a horrible idea.

[Thestryder @thestryder_]

@pmddomingos How is this measured?

[Thestryder @thestryder_]

Development of models “slowing down” doesn’t really impact the markets today imo because AI has not been fully integrated in many places.

Even with the current models, compute demand will increase substantially because of this.

Bullish $IREN

[Thestryder @thestryder_]

Big fan of the Apple Watch upgrades

[Thestryder @thestryder_]

@EvanHub WTF

[Thestryder @thestryder_]

I know it’s only been 3 hours but I feel this is being under appreciated. This should be an alert on everyone’s phone as breaking news.

[OpenAI @OpenAI]

We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics.

The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra.

The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.

[Thestryder @thestryder_]

@_Sgr_A_Star They’re also involved in the partnership with $Nivida for funding compute

[Thestryder @thestryder_]

This plus $Nvidia revenue share deal for $IREN so they don’t have to finance GPUs or take lower mw/hr to get a higher pre payment.

[The Tech Investor @TheTechInvest]

BREAKING: $NBIS CEO Arkady Volozh

FOR CUSTOMERS WITH AN IMMEDIATE TIME, THEY ARE READY TO PAY A SIGNIFICANT PREMIUM. WE’RE NEGOTIATING DEALS FOR $40 TO $50M PER MEGAWATT RANGE, AND SOMETIMES ABOVE.

$40 TO $50M

[Thestryder @thestryder_]

Cheaper is the most insane take this dude has ever had. Reply if I’m wrong…

[Small Cap Snipa @SmallCapSnipa]

Jim Cramer tonight on $IREN:

“If you like IREN, go buy CoreWeave. CoreWeave is cheaper and better.”

[Thestryder @thestryder_]

My thoughts on $SPCX and Elon Musk announcing they will exclusively build with Nvidia chips, and what it means for $IREN:

It's clear that $NVDA's Vera Rubin will be the best chip produced at scale for the foreseeable future.

With the current chip shortage, being ahead in the "queue" for chips is vital. What determines that position is still an open question, but I would argue this sort of "pledge of loyalty" helps a bit.

$IREN already has an Nvidia exclusive deal with Sweetwater 1 which is 1.4GW of capacity. Sweetwater 1's substation is already energized on ERCOT. Newest-gen chips sitting in ready power is what lets you charge more per MW.

On the downside, now $SPCX is jumping the "queue" and competing with $IREN in this sense. They are targeting 2GW of compute by year-end and closer to 10GW by the end of 2027, which is a serious claim on Vera Rubin supply. And it isn't only the chips. $SPCX is building in Texas too, so they are competing for the same transformers, turbines, and electricians.

$IREN's management has shown phenomenal foresight in the past, and securing power years ahead of this crunch is another example of it. Today's news makes that head start more valuable, not less. This is one of the main reasons I am an $IREN shareholder.

Long $IREN. Personal views, not investment advice.

[Thestryder @thestryder_]

@ValueByMarkus @chamath Been watching $LMND for a while, been wanting to start a position once I take some gains on $IREN to diversify.

[Thestryder @thestryder_]

@mikealfred Love your perspective but this hurts your image

[Thestryder @thestryder_]

@FransBakker9812 @MorganStanley @CalderByrd They could be buying and not trying to pump it yet

[Thestryder @thestryder_]

$IREN now essentially now at breakeven YTD however it’s 2x long position $IRE is down 60%.

Don’t use leverage…

[Thestryder @thestryder_]

@BitcoinAIGuy @danroberts0101 Just no more salsa candles 😭

[matthew sigel, recovering CFA @matthew_sigel]

Something for everyone in these reports $MSFT

[Thestryder @thestryder_]

@YodaStockInvest Steelman* Basically play devil’s advocate. Like criticizing the points you made.

[Thestryder @thestryder_]

@matthew_sigel I bullish on the AI revolution but this cloud provider profit doesn’t show endgame use case profit and that’s the sentiment fear