$1,000 follows their calls into $855
₿itcoin ₿utcher 🥩 🐑 🐷@bitcoinbutcher1Someone just asked me to have some shame about $iren I specifically said last night on our space with @FransBakker9812 that $38 was a mirage Recognize the market we are in and load up sub 40 if you can for a sunny day in the future when the world stops burning
₿itcoin ₿utcher 🥩 🐑 🐷@bitcoinbutcher1First @huggingface and next @reflection_ai @JensenHuang @nvidia remains 👑 and will continue to promote open weight models to compete with @AnthropicAI @OpenAI and all low cost Chinese inference providers including @deepseek_ai
₿itcoin ₿utcher 🥩 🐑 🐷@bitcoinbutcher1Time for $tlt and $iwm to make their comebacks Risk on stocks continue to take belt to ass
Cantonese Cat 🐱🐈@cantonmeowBullish divergences with RSI and OBV. $IWM daily sell program could be near its end.
₿itcoin ₿utcher 🥩 🐑 🐷@bitcoinbutcher1The colocation economics are there but the market wants more information from $nuai regarding: 1) Dilution Risk How do you fund TCDC without expanding share count at these depressed prices? My suspicion is @AnthropicAI will be willing to pay a prepayment on a 20 year lease to
Clark Peterson@optionologyAccording to this report, MS has updated its framework for new hyperscaler leases to 20-year terms, a 19% yield on capex, and about $18 per IT watt of equity value creation. So, Phases 1 and 2 at $NUAI's TCDC data center are 541 IT MW. At $18 a watt that is about $9.7B of value
₿itcoin ₿utcher 🥩 🐑 🐷@bitcoinbutcher1$4B + ARR for $iren conservatively looks like $4.7B by 12/31/26 See👇 Prince George $550m Horizon 1-4 $1.94b Mackenzie $1.46b (20m/MW) Childress Air-cooled $760m (20m/MW) .55+1.94+1.46+.76=4.71
₿itcoin ₿utcher 🥩 🐑 🐷@bitcoinbutcher112/31/27 $iren FWD ARR $15B Listen to @danroberts0101 $iren call again and you will realize the assumptions I've detailed below are conservative. Dan outlined the benefits of DSX architecture for power usage as well as the untapped MW at existing projects. There's more revenue
