Long term, profitable trader and investor. Former journalist. Ideas are my own, do your own due diligence.

New York, New York
Joined June 2013
&iren GPU’s are the new bitcoin. Iren owns there’s! Stock will moon, just watch.
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GPu’s are the new bitcoin. Buy $iren, they are the most pure play GPU owner.
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$iren AI is improving at and extraordinary pace and that means the use cases expand and the need for GPU's expand. Wall Street has been wrong all year. They keep comparing it to the internet, it's not the internet. Its spikes a lot higher from here following the S1 from Anthropic. Anyone close to p[luggiung in GPU's will soar, like IREN. Shorties in big trouble now.
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$iren The hysteria has been nonsense. AI use case is BROADENING. Everyone is amazed at how fast the tech is IMPROVING. All GPU's are been g used and there is a never ending thirst for more. Its is not going to end because the use case will jeep expanding with AI improvement. Iren can sell the company for $22B EASILY, tomorrow. SO there is no real execution overhang, not at this market caop. Its all been a bucnh of Ken Griffin narrative BS.
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$crwv, $iren, $nbis and the rest of the neoclouds need to pool resources, create an industry lobby like Neoclouds of America, hire a great lobbying firm and convince lawmakers that Elon Musk controlling all data centers is a bad idea on every level.
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$iren $spcx $tesla How does any hyperscaler and investor commit to doing business with loose cannon, Elon Musk? Politically, he has absolutely fuc*** himself. Radioactive levels of risk. Dems are winning big next week and regulating and dismantling him will be a huge priority.
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$iren Credit market closed to $iren is soooo stupid. The customer funds the build and purchase and banks lend against gpu value. Nothing has closed and negotiating larger customer funding just got a lot easier. The need for computer is desperate. That grumps all.
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Musk’s survivors are the ones with energized power and customer-funded builds. $IREN is one of them, and the market is pricing it as a guppy. That's a falsifiable claim, and Nov 5 is the falsification date.
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$iren we’ve been told for the last month ehat debt ridden, profitless business neoclouds are. Meanwhile, Elon’s near total focus on compute build out, borrowing $40b to do so as he ignores all of his other businesses, tells you everything about how good this business is. Holing $iren.
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$iren Dan Roberts has to ask himself, "If I couldn't further dilute shareholders what would I do?" The answer should be what he's talking about doing on the next earnings call because diluting shareholders further, simply can't happen.
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@Investor/Trader retweeted
Replying to @IREN_Ltd
Add @alex_freedland to the board :)
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100%. Few get his power. He is ruining this bull market to add to his $65B net worth through gas lighting, phony narratives pump[ed through every media outlet.
Started to sound like a paid narrative peddler here. Ken making life miserable for innocents by stealing their 401K via false narratives and short scheme. Should be congressional review of this
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I think Citadel is now trying to bankrupt @mikealfred
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Yankees need to fire the algorithm that tells them fielding a 1,000k/no fielding ball club, is the way. Do people even matter anymore? It's all the algorithm and theirs has produced 25 playoff losses in 26 years. They need one that emphasizes small ball. Playoff winning baseball. Not slug your way to the playoffs only to lose to any team playing good, fundamental baseball. It's not hard. Fire the damn algo.`
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Smelly says what now?
NVIDIA-validated performance for production AI at scale. IREN is an NVIDIA Exemplar Cloud provider on NVIDIA GB300 NVL72 connected with NVIDIA Quantum-X800 InfiniBand networking for training workloads. This validates performance against NVIDIA reference architecture, meeting the threshold across all benchmarking recipes. For AI builders choosing where to run their most demanding workloads, IREN AI Cloud delivers verified performance, end-to-end control of the stack, and the scale to meet what AI demands next. Read more about IREN's NVIDIA Exemplar Cloud achievement: iren.com/resources/news/nvid…
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What the Yankees need iOS to fire the 1.000 k's across the roster is winning baseball, algorithm. Throw it in the toilet and flush it. We need a new algorithm. People don't run baseball teams, AI does. Tampa, LA, Houston...they have a better algorithm that tells them to get guys who play small ball well. Get that algorithm into the Yankees.
Hal Steinbrenner is the problem. And until he sells the Yankees, nothing will change. The rot begins at the top. The soft-spoken accountant running a cathedral like a regional bank. The man who inherited an empire built on ego, obsession, and fire, and turned it into a profitable real estate holding with a ballpark attached. He doesn't love baseball. He never did. And that's why the Yankees have become what they were never meant to be: ordinary. Yankee Stadium is now just a wine and cheese factory with a baseball field in the middle. The proof isn't subtle. It's printed in Inside the Empire. @BobKlap asked Hal Steinbrenner, point-blank, whether he loved baseball. And Hal, the inheritor of the most storied franchise in American sports, could not bring himself to answer. He hesitated, equivocated, and wandered through an explanation about "responsibility" and "the business of the game," before retreating to the familiar comforts of finance. It was the answer of a custodian, not a lover; a man who understood the value of his inheritance without quite comprehending its meaning. And the people in the upper deck understood the distinction immediately. Every Yankee fan in New York could hear what was missing. He isn't one of us. He doesn't burn. George appears to have had his doubts. The succession itself suggests as much. In his later years, control of the team was initially placed in the hands of his son-in-law, Steve Swindal, who seemed to possess something of George's drive, hunger, and fight. Then came the divorce, and the plan unraveled. The team passed to Hal, the Steinbrenner who had never seemed particularly eager to inherit it. And from that moment, the fire began to fade. Under Hal, the Yankees have become the picture of high-functioning mediocrity. A 90-plus-win machine that dies the same polite death every October. Eight postseason appearances in nine years. One pennant. Zero titles. Boone's been here nine seasons, the longest-tenured manager in Yankee history without a ring. Huggins, McCarthy, Stengel, Houk, Torre, Girardi all delivered glory. Boone delivers process. He survives because he mirrors Hal: polished, calm, unthreatening. It is management without accountability, mistaken for stability. The "baseball crapshoot" is an accountant's term for bullshit. The Yankees are outclassed every year. Even Derek Jeter couldn't take it. In his biography of Jeter, Tom Verducci chronicled a frustration that went beyond analytics or talent. The problem was one of attitude. Jeter understood what fans now feel: the absence of urgency. The edge was gone. Winning had given way to hoping, the language of ambition to the jargon of restraint. "Get in and give ourselves a chance," Hal likes to say, the mantra of a man seemingly determined to minimize disappointment rather than prevent defeat. Jeter was raised under George's law: losing meant rage, not rationalization. Under Hal, it means a cheap social media post "thanking" the fans. You can see it everywhere. Ninety-three wins, another early exit, and another press conference about how "anything can happen in October." Of course anything can happen. That is precisely why great organizations do everything in their power to improve the odds. Other franchises build teams capable of overcoming October's uncertainties. The Yankees invoke those uncertainties to explain their defeats. They talk about efficiency as though it were an achievement in itself. Efficiency is the virtue of the countinghouse, not the ballpark. The great Yankee teams played as if October owed them something. Hal's Yankees arrive like dinner guests hoping not to overstay. This is what happens when a man inherits a legacy he lacks the nerve to uphold. George saw the luxury tax as the price of winning. Hal treats it as a line that must never be crossed. His father feared losing. Hal fears spending. One gets the impression that he cares more about the balance sheet than the Bronx faithful. George Steinbrenner did not build the Yankees merely to make them a valuable business. He understood that the franchise's extraordinary commercial success was inseparable from its relentless pursuit of championships. He was often extravagant, occasionally unreasonable, and certainly not always right. But he never confused financial stability with sporting excellence. For George, finishing second was a failure. Under Hal, it is apparently sufficient grounds for congratulating himself on a job well done. The Yankees' problem is not simply bad luck or bad players. It is a failure of nerve, and no offseason rehabilitation program can cure an absence of ambition. The standards of an organization are ultimately set by the man who owns it. When he begins to regard disappointment as acceptable, complacency becomes institutional. Money can assemble a championship roster. It cannot purchase the conviction that anything less than a championship is unacceptable. As Jocko Willink says, it starts at the top. It always does. The Yankees don't lose because of analytics, or depth charts, or the bullpen. They lose because their owner treats greatness like an optional expense. They lose because their culture reflects a man who hesitated when asked the only question that ever mattered. History may remember Hal as the heir who preserved the value of his father's empire while diminishing the qualities that made it worth inheriting. The fans did not inherit George Steinbrenner's fortune. They inherited his expectations. Hal seems determined to disappoint both. The Bronx never asked for prudence. The stadium still gleams, the food is better, the fear is gone, and an institution once synonymous with supremacy has learned to congratulate itself for mere respectability. The Yankees were never meant to be efficient. They were meant to be the thing the rest of baseball measured itself against, and feared. And until the man in the owner's box remembers that, the Bronx will stay silent. Sell the team, buddy.
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Short $nbis, long $iren. This is the way.
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$iren fud seems to be coming from $nbis camp. Do they really think anyone is going to sell iren to own….they nothing burger?
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Biggest must win game of the year and the Yankees commit four errors. Most Cashman/Boone era thing ever.
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$iren Painful just how much the market hates this stock and the people running the company.
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