ChinoAleman

ChinoAleman@chinoalemano

You had three chances to load $IREN below $37. Imagine if you fumbled thrice. Hope you added 3x.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

ChinoAleman@chinoalemano

A curiosity about $BRUN. It holds the largest neocloud contract Thinking Machines has ever disclosed: $471.7M over 36 months for 5,000 B300s. Take or pay, no exit clause. Even the competition is watching. Gilson M., a director at $IREN, was recently on LinkedIn spotlighting

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

ChinoAleman@chinoalemano

JUST IN: $BTDR just bought 200 acres in Texas. ~$100 MILLION. All cash. The deal: ~200 acres of greenfield in Milam County, directly adjacent to Bitdeer's existing Rockdale operations, 70 miles from Austin. Outright ownership, no landlord, no lease renewals. And the key word

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

ChinoAleman@chinoalemano

JUST IN: Jeff Clarke, on the $DELL earnings call, handed the integrators their thesis in three sentences. Read those together and you have the bull case for $TSSI and $PENG. On Rubin: "We demonstrated those capabilities again by becoming the first to ship rack systems

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

ChinoAleman@chinoalemano

$DELL just reported. The elephant spoke. I'm sooo happy, I added some DELL after doing maths the whole afternoon with older earning prints and NVIDIA's, trying to triangulate... and already had $TSSI. Should benefit $PENG too. The print: → AI-server revenue: $16.4B. A

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

ChinoAleman@chinoalemano

BREAKING: ANTHROPIC WANTS 5,000MW IN AUSTRALIA Australia projects 3,900MW of total capacity by 2030. Anthropic is one company of many. Imagine what they'll pay for $IREN's 800MW (up to 1600) in Australia. Internal NSW government emails, revealed by ABC. March 18, from

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

ChinoAleman@chinoalemano

You had two chances to load $IREN below $37. As low as $35. Imagine if you fumbled twice. Hope you added 2x.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

ChinoAleman@chinoalemano

Everyone knows Anthropic is looking for 1,400 MW in Australia. That's where the $IREN and $SHAZ speculation came from. Turns out they're actually looking for 5,000 MW. Australia has 1,600 MW. Total. Something tells me the megawatts already plugged in over there are about to

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close