Beautiful

[Candace Owens @RealCandaceO]

If you are a clearly deranged and obsessed former employer who used to be relevant, but now spends his every day speaking about my family (while buying views) and you would like to learn more about my husband on a podcast that is actually watched— might I suggest the Shawn Ryan show?

Our 4:44 discussion just crossed 5.3 million views and covers husband and my children so you can get your fix until I’m back on Monday, dweeb!

😂

https://t.co/vwC2sOu3u5

[Candace Owens @RealCandaceO]

Hope they got it out of their systems.
To be honest I didn’t even feel their punches.

See you guys on Monday!🔥

[Candace Owens @RealCandaceO]

St. Michael the archangel,
defend us in this battle.
Be our protection against the wickedness and the snares of the devil.
May God rebuke him, we humbly pray.
And do thou, O Prince of the heavenly hosts,
by the power of God, cast into hell Satan
And all the evil spirits who prowl about the world seeking the ruin of souls.

Amen. ✝️

[Brandi Siciliani @brandisiciliani]

I was in the courtroom today. There is no high-quality, zoomed-in footage showing anyone taking a shot. The video shown is the same distance as the footage of “Tyler” jumping off the roof shown in this screen shot. 

I have no idea why people are claiming otherwise. They know the video isn’t going to be released publicly, so they’re misrepresenting what was actually shown in court.

[Beautiful @wildhorses2]

@RealCandaceO He is doing this to keep eyes/ears off the joke of the Tyler hearing

[Brian Fry @brianfry01]

Good one @TheTechInvest. This is a major signal that sophisticated value investors get it — $IREN’s NVIDIA AI Factories built on AI Sovereignty are a far superior opportunity to a colo deal with a pivoting Bitcoin miner. The Roberts brothers and the team were way ahead, using optionality and first principles to build toward this from the start.

[Brian Fry @brianfry01]

Yes @BInvstng. In my opinion, $IREN is the only player I’m aware of that’s fully positioned to do this. Every other player missed the strategic power of building in “optionality” from the start — the exact advantage now letting them capitalize on this incredible moment in history.

[Chris @StonkChris]

The last two times the 4-hour RSI reached these oversold levels on $IREN over the past year, price went on to rally roughly 90% and then 130%.

This time, the 4-hour RSI is even more oversold, while price is backtesting the broken downtrend resistance line that's now acting as support, right in the measured downside target zone.

This is where you buy, not cry.

I've seen this setup play out hundreds of times, and the technicals usually don't lie.

I'll see you in a month or two when $IREN is trading significantly higher than it is today.

[Small Cap Snipa @SmallCapSnipa]

Leopold Aschenbrenner’s Situational Awareness LP has major stakes in two neoclouds with Australian footprints:

$IREN: 11.7M shares
$SHAZ: 5.4M shares

Leaked Anthropic documents reveal plans to secure 1.4 GW of compute in Australia

Sharon AI has actively contracted ~$2.2B of capacity in Australia + a strategic compute collaboration with Nvidia to deploy one of Australias largest AI factories, up to 40,000 GB300s

IREN has secured 800 MW of capacity for a data center in South Australia set to energize in 2028

The best investors always have an edge

[Serenity @aleabitoreddit]

Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B.

Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Australia.

Guess like a lot of things are stating to make more sense connection wise?

(disclosure: no open positions in any of the above).

[Daniel Roberts @danroberts0101]

Great to welcome Kambiz and Michael to IREN. Two exceptional operators joining as we scale across all three layers: data centers, compute and software. Excited to build alongside them.

[Blake Coolidge @BlakeACoolidge]

$IREN sentiment is at an all-time low among retail investors. Let's see if we can begin to boost it back up...

A couple of weeks ago, I predicted that $IREN wouldn't sign another hyperscaler this year (unless it was an extension with $MSFT or $NVDA) and that their next big announcement would be a government-oriented AI Factory.

There were three breadcrumbs this week that made me more confident in those predictions:

1) $META's news to sell compute.
2) $NVDA tripling down on Nemotron.
3) $PLTR's work with $NVDA to harness open source demand.

On the $META news, this one is now obvious. The goal for "neoclouds" like $IREN and $NBIS is clearly not to sell to the hyperscalers. Both because NVIDIA doesn't want them to prioritize this due to competitive risk, and because they have a window to build better AI Cloud products and sell directly to the ACIE market. The bare-metal contracts are low-margin, and any of these hyperscalers can, if their own models or AI projects are lagging, sell their "excess" compute back to the market. Too much risk for not enough reward for $IREN.

On $NVDA's work with Nemotron, an important interview with Bryan Catanzaro came out this week. Bryan is VP, Applied Deep Learning Research, and leads Nemotron, Nvidia's family of open foundation models.

I highly suggest watching the whole interview to better understand how NVIDIA approaches its work, the long-term time horizon it's committed to, and the clear demand for open-source solutions like Nemotron.

But there is a key moment that jumped out at me as it pertains to $IREN. Bryan says:

"I think our models have gotten dramatically more useful in the past year. Which is a reflection of two things primarily:

One is that the whole company has come together. There are many different teams around Nvidia that now understand how important this is to Nvidia's future. And so there are dramatically more people and better ideas that are going into Nemotron.

And then number two along with that is we've been able to scale the compute resources that go into it. Obviously it's very important to have good computing infrastructure to build AI. We've recently increased our investment substantially because we believe that this is really, really key to our company's future."

As a reminder, $IREN signed a contract with $NVDA two months ago to deliver compute for their internal workloads (aka Nemotron), and now we have an indication that NVIDIA recognizes their model is critical to the company's future. $IREN gave them infrastructure to further train the model, and the two companies signed a 5GW agreement to scale this model out to customers.

That's where $PLTR and the government potentially come in as well. Alex Karp told The Information:

"With Palantir's help, some of his company's U.S. government customers recently switched to using open-source models developed by NVIDIA."

He said his phone has been ringing off the hook, from both government and commercial customers, ever since the new "engine" from Palantir to improve Nemotron models was announced.

The clues are all out there (including the Mirantis acquisition and their credentials in open-source & government work). Even if this isn't the exact answer, the trend is clear. And if this is the work going on behind the scenes, it would make sense why $IREN leadership has been quieter than normal the past few months. Both because of the sensitivity of the work, and because the solution will directly compete with some of $NVDA's biggest customers.

I'm holding (and adding more in this pullback). I still have tremendous faith in @danroberts0101 and the team, and I look forward to what unfolds throughout this year. Starting with Horizon 1 handoff this month.

Tagging others who seem to be holding strong and focused on providing analysis back to the community. @FransBakker9812 @_Sgr_A_Star @jiahanjimliu @Agrippa_Inv @brianfry01. Let's keep carrying the torch 💪

[Beautiful @wildhorses2]

@chinoalemano @IREN_Ltd @CipherInc Thank you, I have learned so much in the Hunt series. Can you please share on $SHAZ?

[Shawn Ryan Show @ShawnRyanShow]

The Dark Truth About Sigmund Freud 😨
@RealCandaceO

[Ian Carroll @IanCarrollShow]

I’m gonna go out on a limb and guess that Jews are going to attempt to do everything under the sun to try to take this website down.

You should visit it at least once before that so you know for yourself and see for yourself.

This is real. It happened. And you’re not crazy for calling it wrong.

[Palantir @PalantirTech]

Our thoughts on the importance of AI sovereignty.

1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.

2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.

3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.

4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.

5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.

6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.

7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.

8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.

9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[TommyJR @tempocap2]

$IREN appears most of retail will sell on CEO stock comp

Goodbye and good riddance
Absolute babies

Then in 2 weeks few huge announcements and you'll all be locked out

Cant wait 🍿

[franklee6924x @franklee6924T]

$IREN’s recent series of moves has been heavily criticized. Even some of its long-time supporters have turned against the company and started attacking it. It’s interesting to watch. Human nature is the same everywhere—at the root of all this negativity is simply the stock’s poor performance.

Over the past six months, however, the company has accomplished several genuinely significant things. In my view, these achievements could ultimately have a profound impact on the entire AI industry. They have not yet publicly revealed what all of this will become, but the major strategic decisions made by the IREN team have clearly been highly forward-looking.

Today’s news about Meta entering the market with its own self-built compute infrastructure further validates IREN’s excellent decision-making on major industry trends.

Based on what IREN has already accomplished, the Board’s unanimous approval of the co-CEOs’ RSU compensation package is well justified. The company simply has not yet announced the specific achievement or milestone to which this equity award is tied. In my opinion, whatever that event is, it must be significant enough to warrant this level of compensation.

[XCap @XCapitalMgmt]

https://t.co/lwRj0Yl4Rb