Cycle Forecaster 🔄 | Chartist 📈 | Macroeconomic observer 📊 - Analyzing economic cycles and trends - NOT FINANCIAL ADVICE, ALWAYS CONDUCT YOUR OWN RESEARCH!
DATA MODELS
Joined February 2017
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BACH retweeted
$IREN $CIFR $WULF $HUT
Always returns to a ≈3σ std dev, which historically has meant new ATH - They like to bottom between -1.5 to -2.0σ
On a relative basis the argument from bears regarding IREN's $6bn offering "Recently" is incredible low quality. On a "ATM as % of Market Cap" the offering were not outrageous.
New ATH for WGMI top holdings looks very reasonable in 2026 - NFA
BACH retweeted
IREN's 2GW Sweetwater Hub (Sweetwater 1 and Sweetwater 2) has been included in ERCOT's Batch Zero process as Base Load. Sweetwater 1 (1,400MW) and Sweetwater 2 (600MW) form part of our >5GW global data center development portfolio.
At Sweetwater 1, construction of 300MW of data center capacity continues, with delivery targeted for Q4 2027.
Read more: iren.gcs-web.com/static-file…
BACH retweeted
Horizon 1: delivered.
IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72.
Read more: iren.gcs-web.com/static-file…
BACH retweeted
IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn.
“Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.”
“We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101
Press release: iren.gcs-web.com/static-file…
BACH retweeted
$CRWV discount relative to $NBIS looks increasingly ridiculous.
Just updated my $CRWV model to reflect their 8GW deployed capacity target.
If they can pull this off, interest expense as a share of revenue will decline from ~22% this year to ~8% in 2030.
$CRWV is currently valued at 0.7x 2030 sales, while $NBIS is at 1.3x, as analysts expect $NBIS to generate near $50 billion in revenue in 2030.
If $CRWV's financials de-risk the way this model implies, there's no world where it deserves a 45% discount to $NBIS.
If the demand holds up, long $CRWV will work very well from here.
BACH retweeted
$IREN SIGNS 800MW TRANSMISSION CONNECTION AGREEMENT FOR BUNDEY SOUTH AUSTRALIA DATA CENTER CAMPUS; ENERGIZATION ON TRACK FROM 2028
BACH retweeted
It’s a melt up and were still going to go higher 🚀
It started a long time ago and is still ongoing!
Once credit market signal risk on the horizon that’s when we know things will be closer to the end of this incredible historical melt up
I CAN'T STRESS THIS ENOUGH, IT'S GOING TO BE A MULTI-ASSET MELT UP 🚨🚀 #Repost
NDX: +20,000
SPX: +6,000
BITCOIN: +100,000
RUT: +3,000
GOLD: +2,800
It's all about the dollar and it signals RISK-ON 💵
Pullbacks will occur, but likely they will be short lived! 🤑
BE SMART AND DON'T LET EUPHORIA TAKE OVER YOUR RATIONAL THINKING💭
BACH retweeted
🚨 BREAKING: $IREN CLOSES 1% $3B CONVERTIBLE NOTES OFFERING
No dilution before $110.30
This insane capital raise doesn’t make sense unless something huge is coming
BACH retweeted
If you’re in to doubt what the everything melt up is, then look no further than 2022/2023
The thesis back then were and still is today an everything melt up
Stocks
Crypto
Metals
Real estate
EVERYTHING
I CAN'T STRESS THIS ENOUGH, IT'S GOING TO BE A MULTI-ASSET MELT UP 🚨🚀 #Repost
NDX: +20,000
SPX: +6,000
BITCOIN: +100,000
RUT: +3,000
GOLD: +2,800
It's all about the dollar and it signals RISK-ON 💵
Pullbacks will occur, but likely they will be short lived! 🤑
BE SMART AND DON'T LET EUPHORIA TAKE OVER YOUR RATIONAL THINKING💭
BACH retweeted
$IREN
As mentioned in early April, when the buffoons started being loud with nonsensical BS regarding a 6bn ATM👇🏻
“On a relative basis the argument from bears regarding IREN's $6bn offering "Recently" is incredible low quality. On a "ATM as % of Market Cap" the offering were not outrageous.”
$IREN is up almost 100% since this tweet
On a technical level you know the saying - WE ALWAYS RETURN TO A +2 STD DEV 😉
CONGRATS ALL, BIG DAY!
$IREN $CIFR $WULF $HUT
Always returns to a ≈3σ std dev, which historically has meant new ATH - They like to bottom between -1.5 to -2.0σ
On a relative basis the argument from bears regarding IREN's $6bn offering "Recently" is incredible low quality. On a "ATM as % of Market Cap" the offering were not outrageous.
New ATH for WGMI top holdings looks very reasonable in 2026 - NFA