Kash

Kash@KashRamki

$NUAI on the map!

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

Kash@KashRamki

$NUAI Q2 was (high) quality over quantity. What caught my attention was the amount of site prep that has happened even with no definitive tenant in place. Mgmt is clearly not waiting for one. They know the asset is highly valuable. And so does Macquarie, their lender.

tweeted Sun, Aug 16 · counted from Mon, Aug 17 close

Kash@KashRamki

Execution at its finest! Congratulations to $IREN and its fantastic X community. This is just the beginning…

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Kash@KashRamki

Resource rich lands like Texas and Alberta are fertile ground for new opportunity. God bless these states for their progressive legislation and regulation. Putting AI first is putting your country first! $NUAI $IREN

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

Kash@KashRamki

The wedge between demand and supply is only expected to increase in the coming years. Don’t fade the forward curve.

tweeted Thu, Aug 6 · counted from Fri, Aug 7 close

Kash@KashRamki

A quick recap of what's unfolded in the Texas power markets over the last little while: On June 19, Governor Abbott directed the Public Utility Commission of Texas (PUC) and ERCOT to protect residential and small-business ratepayers from the costs of datacenter expansion. Key

tweeted Wed, Aug 5 · counted from Thu, Aug 6 close

Kash@KashRamki

BTM is the entire thesis for $NUAI. All you need to look at is the load demand forecast vs supply (and historical growth of supply). The mismatch is jarring.

tweeted Tue, Aug 4 · counted from Wed, Aug 5 close