Will Maykowski @willmayo20 - Twitter Profile

@VigilantFox I was a smoker during Covid and never got it once. Didn't social distance, hardly wore a mask unless I needed to, even sat home with my wife when she had covid twice. Never got it at all.

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Will Maykowski

@willmayo20

about 1 month ago

@BitcoinAIGuy If you promise retardmaxxxxing

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willmayo20 retweeted

Kevin Maro

@KevInvestingYT

about 1 month ago

I've initiated a position in $IREN in the overnight markets. A few hours ago, Google just told the world something important: Demand for AI compute infrastructure has reached a scale where even $174 billion in annual operating cash flow isn't enough. They're raising $80 billion more in equity on top of $100 billion in existing debt just to keep pace. Sundar Pichai said "compute capacity" is what keeps him up at night. "Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment?" His answer? Raise $80 billion in equity. Dilute shareholders. Do whatever it takes. They already raised over $85 billion in debt across six currencies in the last year. Total debt balance now over $100 billion. And now back for $80 billion more in equity on top of that. 2027 capex expected to significantly increase compared to 2026's $180 to $190 billion. This is not a company managing a growth cycle. This is a company in a full sprint that cannot build fast enough. And that money does not stay inside Google's walls. It flows downstream into the neoclouds, the power holders, and the companies sitting in the critical path of every dollar they spend. I initiated a position in $IREN today as the catch-up trade in this space. Here's why: - IREN just signed a five-year $3.4 billion AI cloud contract with Nvidia to provide managed GPU cloud services for Nvidia's internal AI and research workloads. On top of that, Nvidia was given a five-year right to purchase up to 30 million IREN shares at $70 per share -> a right to invest up to $2.1 billion. The broader strategic partnership targets deployment of up to 5 gigawatts of Nvidia DSX-aligned AI infrastructure across IREN's global pipeline. - Nvidia chose $IREN as a strategic partner. That is not a small thing. - The stock still trades at roughly $4 to $5 per watt while CoreWeave trades at $26 per watt and NBIS at $20 per watt. The big names already ran. $IREN is the catch-up. Now the risk I want to be honest about: IREN's buildout is heavily dependent on external capital. Between Nvidia's share purchase right and a $2 billion convertible note offering, dilution and debt servicing are real risks. The ATM program is still active. If the stock re-rates upward, dilution could act as a ceiling slowing the move. Eyes open on that. But Google raising $80 billion to meet demand that is outpacing their supply is exactly the macro environment where $IREN's pipeline gets filled. That is the trade. And the options market agrees. $50 million in premium just hit on $IREN calls at a $110 strike expiring January 2027. That is highly unusual flow. Smart money is positioning. In summary: - Google raising $80 billion to fund AI infrastructure is the ultimate bull-signal for neoclouds. -I believe neoclouds are about to go on another heater. On top of my $NBIS, $CRWV, $DGXX, $APLD, $KEEL, $CIFR, and $WULF positions... I think it's finally $IREN's time to play catch-up. The options flow seems to agree, with there being over $50 million in premium for the $110 calls expiring in January 2027. Not financial advice. Do your own research. I have a position of 6,000 shares at a $63.70 average cost.

KevInvestingYT's tweet photo. I've initiated a position in $IREN in the overnight markets.

A few hours ago, Google just told the world something important:

Demand for AI compute infrastructure has reached a scale where even $174 billion in annual operating cash flow isn't enough. They're raising $80 billion more in equity on top of $100 billion in existing debt just to keep pace.

Sundar Pichai said "compute capacity" is what keeps him up at night. "Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment?"

His answer? Raise $80 billion in equity. Dilute shareholders. Do whatever it takes.

They already raised over $85 billion in debt across six currencies in the last year. Total debt balance now over $100 billion. And now back for $80 billion more in equity on top of that. 2027 capex expected to significantly increase compared to 2026's $180 to $190 billion.

This is not a company managing a growth cycle. This is a company in a full sprint that cannot build fast enough.

And that money does not stay inside Google's walls.

It flows downstream into the neoclouds, the power holders, and the companies sitting in the critical path of every dollar they spend.

I initiated a position in $IREN today as the catch-up trade in this space.

Here's why:

- IREN just signed a five-year $3.4 billion AI cloud contract with Nvidia to provide managed GPU cloud services for Nvidia's internal AI and research workloads. On top of that, Nvidia was given a five-year right to purchase up to 30 million IREN shares at $70 per share -> a right to invest up to $2.1 billion. The broader strategic partnership targets deployment of up to 5 gigawatts of Nvidia DSX-aligned AI infrastructure across IREN's global pipeline.

- Nvidia chose $IREN as a strategic partner. That is not a small thing.

- The stock still trades at roughly $4 to $5 per watt while CoreWeave trades at $26 per watt and NBIS at $20 per watt. The big names already ran. $IREN is the catch-up.

Now the risk I want to be honest about:

IREN's buildout is heavily dependent on external capital. Between Nvidia's share purchase right and a $2 billion convertible note offering, dilution and debt servicing are real risks. The ATM program is still active. If the stock re-rates upward, dilution could act as a ceiling slowing the move. Eyes open on that.

But Google raising $80 billion to meet demand that is outpacing their supply is exactly the macro environment where $IREN's pipeline gets filled. That is the trade.

And the options market agrees. $50 million in premium just hit on $IREN calls at a $110 strike expiring January 2027. That is highly unusual flow. Smart money is positioning.

In summary:

- Google raising $80 billion to fund AI infrastructure is the ultimate bull-signal for neoclouds.

-I believe neoclouds are about to go on another heater.

On top of my $NBIS, $CRWV, $DGXX, $APLD, $KEEL, $CIFR, and $WULF positions... I think it's finally $IREN's time to play catch-up. The options flow seems to agree, with there being over $50 million in premium for the $110 calls expiring in January 2027.

Not financial advice. Do your own research. I have a position of 6,000 shares at a $63.70 average cost.

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Will Maykowski

@willmayo20

about 1 month ago

@BitcoinAIGuy I will give it to her.

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willmayo20 retweeted

Frans Bakker

@FransBakker9812

about 2 months ago

$IREN Hires Former AWS Executive Christopher Sailer In his previous role in corporate deal strategy at AWS, he delivered on high-profile transactions such as the @awscloud x @AnthropicAI partnership, and a multi-year partnership with @OpenAI. Welcome aboard @IREN_Ltd 🔥👏