My wife asked me if I had any pictures of hot girls on my Phone last night. Admittedly yes I confessed… And showed her the new pictures of the Queen $IREN. https://t.co/5nBiMA2ULs
Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing. Just look at $AMZN or $GOOGL over the past 15 years. If people "trim" it often triggers taxes. And a lot of corrections are typically less than those taxes paid. By the time a "50% crash happens", it's probably already compounded hundreds of even thousands of percent. If people need to pay expenses, once you hit 7-8-9 figures, you can always borrow against those assets and keep letting them appreciate. NFA, just personal opinion. You all do you, but it's highly, highly, dependent on the companies you pick. Can't do this with something trash like $IREN. But I do believe $NBIS is positioned to be the next hyperscaler.
I'm not sure why people like putting words in my mouth with $IREN. I've never said that. What I've said was excessive ATM's cap structural upside on rallies because shares get sold into the open market. So it's better to go long on another equity that actually appreciates in value.
Wall Street haven’t figured $PENG role out yet.. when they do, it will explode. Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one point: $PENG provides the *end-to-end architecture* required to make components work as a unified system. They design, build, and manage "AI Factories" such as massive data centers optimized for AI training. Their portfolio covers: > Computing > Memory > Managed Services They solve the "Memory Wall" (the bottleneck between the processor and data) by owning memory technology and system integration expertise. And acts as the integrator layer, the "glue" that assembles raw components into a functioning supercomputer. Penguin’s uniqueness lies at the intersection of Memory and HPC (High-Performance Computing). Most integrators focus only on the compute (GPUs), but Penguin understands that the "Memory Wall" (the speed gap between the processor and the data storage) is the BIGGEST bottleneck in AI. They are one of the few players that own the memory technology (through their SMART Modular brand) and the system-level integration expertise. To give you an understanding of their position: Tier 1: Component Providers (The Raw Materials) $NVDA provides the Blackwell GPUs that serve as the engines of the factory. $MU provides High-Bandwidth Memory (HBM), while $MRAM provides persistent memory for reliability. $SNDK provides high-speed SSDs, and $P provides the all-flash arrays required to feed massive datasets to GPUs without lag. $AAOI provides the "nervous system" through 800G and 1.6T optical transceivers that move data between GPUs. $POET and $SIVE provide photonics to replace copper wires with light-speed links. $LPK provides precision manufacturing for the circuit boards these components inhabit. Tier 2: The Architect & Integrator (The Brain) This is the center. Penguin takes the chips $NVDA, memory $MU, storage $P, and networking $AAOI and "weaves" them together. They perform the "racking, stacking, and testing". Tier 3: Infrastructure Operators $NBIS & $IREN. These are the customers. They build the physical power, shells, and the AI cloud. They rely on Penguin for the technical deployment and managed services to keep fleets running 24/7. If the AI revolution is a gold mine, $NVDA and $MU are the pickaxes, $P and $AAOI are the conveyors and bins, $IREN and $NBIS are the ‘owners’, and $PENG Solutions is the engineering firm that builds and manages the entire operation. -BP NOT FINANCIAL ADVICE.
My wife's dad from UK is here during the weekend. He asked me at dinner tonight what I invest in. I listed them. All nine. $IREN. $NBIS. $CIFR. $ONDS. $RKLB. $AAOI. $AMPX. $PNG.V. $OUST. He waited for a name he recognised. Never came. "None of the big ones?" he said. I said no. He looked at me the way people look at someone who ordered something unusual off the menu. I didn't explain. I used to explain. I stopped. Because by the time you can explain it at a dinner table, the ENTRY window is usually closed. $IREN is signing $3.4B AI cloud contracts with NVIDIA. $RKLB just posted record revenue and backlog. $NBIS is up 110% year-to-date with $50B+ contracted. $AAOI is capacity-constrained through mid-2027. Nobody at that dinner table was talking about any of this. That is not a criticism of them. That is the whole point. -BP Not financial advice. Do your own research.
NEOCLOUD EARNINGS $CRWV — Revenue $2.08B ✅ (beat), backlog hits $99.4B 🔥, crossed 1 GW active power. But Q2 guide midpoint missed street → stock -10% AH. Priced for perfection problem. Long-term story ($30B+ ARR by end of 2027) is intact. $IREN — Q3 rev $144.8M as AI Cloud ramps. The real news: NVIDIA signed a $3.4B 5-year cloud contract + strategic 5GW partnership + rights to buy 30M shares at $70 (~$2.1B). Jensen just put his stamp on $IREN. 👀 The demand signal across neocloud is not slowing. $CRWV’s guide miss is noise vs a $99B backlog. $IREN just landed NVIDIA as a strategic backer. Not financial advice. DYOR.
Don’t say I didn’t warn you. A lot of great profiles on X, shared the potential in $IREN. A lot of $NBIS and $IREN noise were made. A lot of people missed out on $IREN lately due to FUD. Don’t make the same mistake again. That’s the learning here. -BP
I still am bearish on $IREN. Algorithms/retail probably read $NVDA + $IREN partnership and bought it up. However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes. So $IREN can continue selling their $6,000,000,000 ATM into retail investors. It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B. This wasn't Nvidia directly funding $IREN yet, just a risk free option to. There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.
Nobody told the norm this: The best investments of the next 5 years won’t appear on CNBC. They won’t have celebrity endorsements. They’ll be in SEC filings. In DoD contract announcements. In hyperscaler earnings calls. In boring press releases nobody reads. On X by following the right people. $IREN. $ONDS. $AAOI. $RKLB. $NBIS. $CIFR. $AMPX. $PNG.V $OUST The information is public. Most people just don’t look. -BP Note: This is NOT financial advice.
$SLNH is a shtco like $BKKT, $ASST, and $IREN. That is actively diluting everyone with a $500M ATM. Not sure why anyone even listens to a guy who has consistently crashed retail portfolios over and over. I’m going to watch them raise $500M off retail bagholders that get diluted to $0. Then say “we have $500m on our balance sheets, MC should be higher” and award themselves SBC off the ATM. They’re all absolutely terrible longs.
I wasn't joking when I said $IREN community members have low IQ. Since they literally have to fabricate information get people to get others to buy into active dilution. The community shares this sort of BS to convince new retail investors, then does another one a month later for their active $6B ATM. Hint: there's no deal with Anthropic or $IREN. It's an insult to anyone who actually does OSINT/Supply Chain mapping.
How are there people still long on an F-tier Neocloud like $IREN. Amid a $6,000,000,000 dilution? When $NBIS is up there with $ORCL and $MSFT looking derisked? https://t.co/vIdzdk4Hqi
@mwallacegreen3 Glad to hear it… yeah it’s like a weight lifted off your shoulders that you’re not buying into a $6B ATM printed and sold into rallies with $IREN. With other stocks like $NBIS you can actually benefit from long term share price appreciation.
@matthew_sigel Yeah it's up a solid 31 cents if you go with open. Google seems to have calculated it based on $42.7 at close with $IREN. https://t.co/yhonJDzaVz
@BitcoinAIGuy There’s a difference between raising capital like $100m from Northland. Then getting your equity wiped out by doubling the float with $AXTI or $IREN. At least with AXT it’s a shareholder vote. IREN ATM is ongoing.
H100 GPU rental prices just surged 40% in 6 months. From $1.70/hour to $2.35/hour. Capacity is effectively sold out across the board. Blackwell lead times are stretching into mid-2026. Here’s what that means in plain English: The companies that ALREADY SECURED power, land, and grid connections for AI compute are sitting on scarce infrastructure. $IREN. $NBIS. $CIFR. The four largest hyperscalers plan to spend $700 billion on AI infrastructure in 2026. That’s not a forecast. That’s disclosed capital. GPU prices going up is the neocloud business model working exactly as designed. Short contracts. Rising rates. Locked-in capacity. Still holding all three. -BP Reminder: This is not financial advice.
Can you please for the love of god stop your constantly whining on $IREN. Seriously, I love you content. I subscribe. But your beginning to loose credibility after all. This is the 17 or somewhat post you talk about the ATM. Either you pump ridiculous or shame ridiculous. Go back to what you started. Observative, neutral post. Right now you’re taking sides, whether it’s $SIVE $AAOI or $IREN. It’s beginning to look suspicious.
It still baffles me how people are still “Buying the Dip” on $IREN. Amid their $6,000,0000,000 ATM, diluted and sold into the open market. Thinking that it will increase their share price. While $NBIS was able to differentiate themselves and secure more hyperscaler deals + $NVDA backing. $IREN GW raw asset moat they had two years ago is now almost gone. It’s hard to see the stock appreciating much in value when $6,000,000,000 of structural dilution works against you in every rally. Better to wait after current shareholders get diluted first before going long.
@0xInitialAce Cutting at a loss might be better with things like $IREN. So you can chase better opportunities that don’t have capped upside from dilution. Just my two cents, people are free to be liquidity and buy into the $6B dilution.
$IREN filed to dilute $6,000,000,000 at a $11.7B MC. That is not noise. This is Iren's way to monetize their 4.5GW capacity by selling all those new shares onto the open market. If you want some history on how this turns out: Look at $BKKT that crashed 99% with Mike and $IREN board of directors history with excessive ATMs. Or his recent company $ASST. It’s accretive to the company and executives: Because it wipes out all retail shareholders and they can always issue SBC. So they don’t actually care what stock price it needs to be at to sell. After they’re finished, they have $6B in new cash to use for scaling without paying interest. But the reason why convertible notes with interest, and $NVDA funding balance sheets is much better for retail capital: Is because it doesn’t wipe out retail equity to achieve this. Because at this point $IREN looks like the $AMC of datacenters with a dwindling moat, and looming $6B in shares sold into the open market. Reason I post about $IREN is because - people dismiss a $6B ATM as “Noise” - it’s one of the most popular retail “buy the dip” companies that they’re buying into a $6B dilution machine - people still don’t understand the risk at all. - the amount they have now is not enough to finance GPUs/GW capacity monetization. - they likely will have to use the ATM, it’s not “optionality” Again: I have zero positions in the company. I’m just warning retail investors that this ATM structurally wipes out your equity appreciation by how structural mechanics of $6B+ ATMs work. Because $IREN likely needs to sell new shares at any price to monetize their GW, otherwise there would be zero need to file it. Executives actually don't need to care because they can make up for stock price dropping by issuing SBC like $SNAP. If you have to wonder if your equity gets wiped out from an excessive ATM: There are better longs out there than $IREN.
@CoastalInvstmnt I don’t have any open positions in $IREN. Just sharing my thoughts on X
@NieMehrKrieg Much better opportunities out than $IREN. If you want the same sector, $NBIS is objectively better when you look at how they finance capex ( $NVDA $2B funding )… Then there’s others like $AAOI that leapfrogs $IREN revenue + profit, with less capex. But if you still want to hold $IREN, probably better to re-enter after everyone gets diluted to fund their buildout and reap the rewards after.
I’m genuinely impressed there’s people out there holding $IREN. Imagine getting close to half the market cap… ~$6B eventually diluted, sold into the open market against every stock rally… then still being bullish? If you’re avoiding $SNDK or $AAOI for 100-200%+ YTD. Because you care more about a company over your own portfolio returns. You’re in the special $AMC bagholding territory.
Real example from my portfolio: Last June I bought 5 LEAP contracts on $IREN. $10 strike, January 2027 expiration. Cost me $5.13 per contract. Total invested: $2,565. 9 months later those contracts are worth $17,890. That's a 597% return. On a stock I had deep conviction in, bought when conditions aligned. The same move in shares would have returned ~340%. The LEAP nearly doubled that.
Big moment for $IREN. This is a massive indicator that IREN is actively hunting for, or is already negotiating, major new cloud contracts. IREN is buying the hardware before having all the customer signatures on the dotted line. In the AI infrastructure world, high-end GPUs are heavily supply-constrained. By securing the hardware now, IREN can promise future clients a guaranteed, fast timeline for deployment. As their CEO noted today, early procurement increases execution certainty. IREN has secured $9.3 billion in funding over the last eight months. The fact that they have the war chest to front this hardware and are willing to pull the trigger on it, means they likely have very strong demand signals or term sheets in progress with potential enterprise clients or hyperscalers.
@MortalJr1 certainly possible, but I only own $IREN.
I’ve said it before, & I’ll say it again… You are not bullish enough on $IREN. With 300% YoY revenue growth, 600% increase in institutional buys YoY, $IREN is a strong hold. Analysts have a minimum $90 target for $IREN, & im predicting $110+ this year. Save this for later… https://t.co/Sd6ilVoTgq
@MickeCTR82 You can never own enough $IREN.
