Bittractor

Entrepreneur, venture investor, strategy trader

[Bittractor @user889889]

@matthew_sigel cheaper for google to buy out some miners

[Bittractor @user889889]

@BTCStocksInvest Feels like IREN is more riskier than CIFR, given the heavy financial burden needed for buying GPU and maybe depreciation pressures, also CIFR has been demonstrating far better in execution compare to IREN.

[Bittractor @user889889]

@perry_lin1 Likely cifr will have more than 500mw from batch 0.

[Bittractor @user889889]

@MktMavPro R u obligated to capital gain taxes?

[Bittractor @user889889]

@StockSavvyShay @RetailKingsETF Becuz Batch 0 results coming out soon

[Bittractor @user889889]

@Kidkolas1 @danielnewmanUV 0

[Bittractor @user889889]

@BTCStocksInvest Any other names in your holding?

[Bittractor @user889889]

@BryzonX but not really cheap at near 5B mkt cap, Non-GAAP P/E: ~46x – 52x, EV/Sales: ~8.6x...

[Bittractor @user889889]

@HedgeyeTech Is NBIS still short?

[Bittractor @user889889]

@JayGNeumark @ilzmcfly Price is lower than MSFT deal announced.

[Bittractor @user889889]

@perry_lin1 @TeraWulfInc So this is the last hurdle for final signing?

[Bittractor @user889889]

@mikealfred 30 w/ ECORT decisions, 40 if OH signed

[Bittractor @user889889]

@EndicottInvests Probably they already banked another 1-2B today.

[Bittractor @user889889]

@matthew_sigel Q2 means by July?

[Bittractor @user889889]

@MktMavPro NVDA took a call option, not just a direct investment yet. but still, big leap forward for IREN.

[Bittractor @user889889]

@ACInvestorBlog Likely on the next hyperscaler deals

[Bittractor @user889889]

@DeepValueBagger How does it calculate the estimate tax?

[Bittractor @user889889]

@HenriVisne35246 @Alex83110581 With KY site signed, yes. Then CIFR will have OH site for 2nd half and big pipelines coming by July of ecort decision. Both are executing very well, tight race.

[Bittractor @user889889]

@accounting_ds the first one to sign a direct deal w/ a hyperscaler, and have more diversified clients among miners, that’s why they have better rates in debt mkt comparing to others, even comparing to wulf. Once they convert MW to revenues, that’s the real inflection pt comes, execution is key