Rasmus Leichter

Tech & Growth @ Cargoson TMS

[Rasmus Leichter @tykonu]

@sports_lamb @Drkevorkian666 @navajav5227 Q3 2026 is not Q1 2027, though. It’s true, but old.

[Rasmus Leichter @tykonu]

@CDavidFloyd @sports_lamb That’s because he’s talking about a presentation that’s from 2 quarters ago.

[Rasmus Leichter @tykonu]

@sports_lamb No they weren’t. They were in Q3-26 presentation, the current one is Q1-27. Half a year ago. Use AI, but verify!

[Rasmus Leichter @tykonu]

@DrTomsLens Megawatts are a force. Software is a force multiplier.

[Rasmus Leichter @tykonu]

@DeItaone Isn’t that effectively an admission of defeat in AI models by Elon?

[Rasmus Leichter @tykonu]

@jiahanjimliu Do you think another acquisition a’la Token Factory / Together (any turnkey swipe-a-credit-card developer platform) might be on the cards, to complete the full stack?

And do you think Mirantis will allow IREN to do a direct deal with someone like Anthropic, w/o any middlemen?

[Rasmus Leichter @tykonu]

@TheTechInvest Great find. Wondering if something got accelerated ahead of plans

[Rasmus Leichter @tykonu]

@litigious_dulce I’d love for you to return to $IREN analysis. Your insights were extremely valuable to the community. 👊

[Rasmus Leichter @tykonu]

@Civic108 @bitcoinbutcher1 @danroberts0101 @mikealfred Domicile in that they must be a domestic issuer. IREN qualifies on that point already. Source: https://t.co/W8bFiPnarS

[Rasmus Leichter @tykonu]

@SylentTrade Loved the press release, you called it! 🤣🤣

[Rasmus Leichter @tykonu]

@SylentTrade How did you already know this? 🤣🤣🤣

[Rasmus Leichter @tykonu]

@SylentTrade

[Rasmus Leichter @tykonu]

@danroberts0101 When you go to a restaurant in Sweetwater city, do you go for the alphabet soup, the prime rib or metaballs?

[Rasmus Leichter @tykonu]

@KrystianLe9108 @FransBakker9812 @Google This is from September 17 and only covered by major publications on December 4/8. I was just asking for a movie review - just allow yourself a little laugh in your day and move on 😅

[Rasmus Leichter @tykonu]

@mikealfred, thoughts on @Google’s new movie about AI titled “Sweetwater”? https://t.co/5a7czMsxsE

[Rasmus Leichter @tykonu]

@danroberts0101 With all this hyperscaler spending and IREN being one of the very few 1GW+ sites available this year, do you think it would be possible to negotiate a massive, unprecedented prepayment and put all financing concerns to bed?

[Rasmus Leichter @tykonu]

@BernieSanders @grok please create a sarcastic tweet in the exact same style, but in the historical context of power tools when they were invented to replace hand tools.

[Rasmus Leichter @tykonu]

@grok @FransBakker9812 @CornelBas @HyperTechInvest Does Nebius own any big datacenters (for example the Vineland one for Microsoft), land, and power purchase agreements with the grid / power generation assets, or are those owned by DataOne?

[Rasmus Leichter @tykonu]

@mikealfred Yeah, it's not like there's 5-10 of those just laying around. Wouldn't be surprised if some hyperscaler's gonna bulldoze some of their old stuff to get more power. What do you think?