Longterm investor in Bitcoin Miner IREN
Philadelphia, PA
Joined July 2010
- Tweets4.4K
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- Followers436
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$IREN there is no reduction in the guidance for spending on CapEx for data centers from @
Amazon, so stop panicking
xitter.gq/i/grok/share/c2hhcmQtMβ¦
$IREN at this point of time i think revenues from ER and ARR guidance could only save us further, oufcourse H2, 3-4 delivery by EOY could help as well, I dont think even if they announce a news of some partnership will move the needle as market is over it already, time for @danroberts0101 to show real numbers @FransBakker9812 @Agrippa_Inv @investing_girl
Miner Reddy retweeted
$IREN Mackenzie UPDATE:
More angles of NEW expansion, staging yard, and workers camp for your viewing pleasure. Notice, equipment for expansion is already being staged.
$HUT a ceo like @ashergenoot should not be wasting time here adressing retails frustration this shows how much they want to manipulate the stock they should rather focus on execution and addressing the delays and delivering those paper contracts to generate revenue @FransBakker9812 @Agrippa_Inv @BitcoinAIGuy
$IREN $CIFR Not long ago @ericjackson pumped the shit out of Oren and CIFR. Now he's joined the cult @ashergenoot @bigsuey. @EricTrump doesnβt have the balls to face the IREN community but pumps shit $HUT. Donβt fall into his trap.
Miner Reddy retweeted
$IREN Mackenzie UPDATE/CORRECTION:
Based on new footage of Mackenzie, I am changing my opinion of what the trench and pipes are running along the rear of the data hall. The trench itself is a concrete cable trough for the fiber-optics network. The orange temp buildings you see circled in the new photo are where the workers are building ladder trays for the fiber to enter the building. The pipes that are spaced out equally every 5ft or so are most likely drainage pipes.
Mackenzie UPDATE:
$IREN looks to be laying the groundwork for liquid cooling at Mackenzie while the air-cooled retrofit is still underway.
Drone footage from 9/23 shows black 2" to 3" rigid pipe entering the data hall wall at regular intervals along an open trench that runs the length of the building.
It looks like supply and return branch lines for a liquid cooling system. If you look closely, they go from the wall into buried trunk lines running parallel to the data hall for a future liquid-cooling loop, going in at the same time as the air-cooled GPU fit-out.
Why this is smart sequencing:
$IREN demand strong makes iren strong
lnkd.in/p/ewFEfv38
@Agrippa_Inv @FransBakker9812 @investing_girl @danroberts0101 @kentpdraper
Miner Reddy retweeted
π¨BREAKING NEWSπ¨ 10/24 footage confirms massive expansion is underway at $IREN's Mackenzie site in BC.
Will @danroberts0101 discuss this on the 11/5 earnings call?
More details to come!
Miner Reddy retweeted
The notion that GPU debt and data center financing is *closed* is laughable.
As of now, the world is separated between those who say they know, and those who actually know.
If @jvisserlabs is right, intel is more valuable than equity, so let me tell you this:
selective credit markets means the due diligence goes beyond your traditional ways of finding out the winners from the losers.
I will gladly go on the record here and say that based on my latest, the debt markets are not closed for $IREN.
Best of luck to the others.
$HUT Posting for reporter invites? Desperate pump. Why not 3k workers like $IREN to speed build? Paper contracts worthless; no rev till DCs are handed out online. @FransBakker9812 @Agrippa_Inv @investing_girl @BitcoinAIGuy
Hut 8 welcomed @axios reporter @cabrasted to its First Look event at the River Bend data center campus, now under construction in Louisiana. From the substation and switchyard to the trestle system that will carry 762,000 linear feet of cable, Brasted traces the path that power will take from grid to data hall. Her reporting offers a rare look at the engineering and construction behind the AI buildout.
Read more: axios.com/local/new-orleans/β¦
Miner Reddy retweeted
Iβll be watching the upcoming $IREN earnings closely
I think the market is getting overtly emotional with neoclouds
Miner Reddy retweeted
WELL, WELL, WELL? $IREN is the only name on this Southwest Power Pool (SSP) chart with a contracted service agreement.
Public Service Company of Oklahoma row: βIREN service contractedβ (dark green).
Thatβs the 1.6 GW Oklahoma campus. Grid studies done, power from 2028.
Everything else is pending or undisclosed, so while the rest of the queue waits, IREN already has the service locked.
Power + land + DCs + GPUs + cloud. 150k GPU path. Multi-GW pipeline.
(Table: @ModoEnergy π)
Miner Reddy retweeted
Miner Reddy retweeted
$HUT at 21x fwd rev (none earned yet; starts post-build). No wonder @ashergenoot & goons pump this BS. Iβm better off with queen $IREN
finance.yahoo.com/markets/stβ¦
@FransBakker9812 @Agrippa_Inv @blockspace
Remember Shit $HUT has 21x on future revenues which they havenβt delivered or god know when theyβll deliver with the delays reported donβt be trapped by the pump from @ashergenoot and the cult who supports him
finance.yahoo.com/markets/stβ¦
$HUT at 21x fwd rev (none earned yet; starts post-build). No wonder @ashergenoot & goons pump this BS. Iβm better off with queen $IREN
finance.yahoo.com/markets/stβ¦
@FransBakker9812 @Agrippa_Inv @blockspace
$IREN @IREN_Ltd IR: Much happening at global sites but no progress news. Pls post build-out updates, even if redundant like $HUT dirt digging videos @Agrippa_Inv @FransBakker9812 @danroberts0101
