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For $IREN longs. Just created this to print and frame in my office at work.
@IREN_Ltd is the preeminent, best-in-class HPC infrastructure company. Their managerial foresight and execution sets the bar.
$IREN $200 soon enough
Credt: @FransBakker9812 for the aerial photograph
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
Statistically impossible & just blatantly engineered.
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
I agree
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
Let me get this straight.
Bezos cheated on his wife and $AMZN has added $2 trillion to its market cap since.
Bill Gates cheated on his wife and $MSFT has added $2 trillion to its market cap since.
Jensen Huang just cheated on his wife.
You know what happens next for $NVDA
🤝 Paid partnership
BREAKING: Nvidia CEO Jensen Huang admits to an extramarital relationship with a Chinese spy
75% chance he's out as $NVDA CEO before 2028
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
How about a list of the sponsors who remain sponsors who, by doing so, make clear that they support this hateful and threatening rhetoric?
UPDATE: 19 COMPANIES NOW REPORTED AS HAVING ENDED OR RULED OUT SPONSORSHIPS WITH JENNIFER WELCH’S “I’VE HAD IT” PODCAST!
The fallout continues for left-wing podcaster Jennifer Welch and her co-host Angie Sullivan after they laughed at a social media post about digging up Charlie Kirk and shooting him again.
During their November 5 episode, the two laughed at the disgusting remark referencing the assassination of Charlie Kirk. The backlash was immediate, and advertisers began distancing themselves from the podcast.
Now, 19 companies have been identified as no longer sponsoring or advertising with the podcast, or as having ruled out future partnerships.
Here is the updated list:
1. Cash App - Confirmed it no longer sponsors the podcast and condemned violence.
2. Chewy - Confirmed it no longer sponsors or supports the show.
3. Boll & Branch - Confirmed it does not currently advertise with the podcast and will not in the future.
4. Lola Blankets - Confirmed it no longer works with the podcast.
5. Zenni Optical - Canceled advertising.
6. NOBL Travel - Reportedly ended its advertising deal.
7. Ridge Wallet - Confirmed it is no longer a sponsor and will not work with the show going forward.
8. Honeylove - Reportedly ended its advertising partnership.
9. Ethos - Reportedly ended its advertising relationship.
10. BetterHelp - Confirmed its last placement was months ago and that it was already no longer sponsoring the podcast.
11. PAKA - Reportedly ended its sponsorship.
12. Primal Queen - Reportedly confirmed it will not move forward with future sponsorships.
13. iRestore - Reportedly ended the relationship through its advertising agency.
14. Monarch - Confirmed its advertising relationship ended in September 2026, before this controversy.
15. Jones Road Beauty - Listed as no longer sponsoring the podcast in the updated advertiser tracker.
16. Casper - Reported to have cut ties.
17. Nutrafol - Marked as no longer sponsoring on the tracked list.
18. Ember Mugs - Marked as no longer sponsoring on the tracked list.
19. Ladder - Marked as no longer sponsoring on the tracked list.
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
I wonder if all of the Republican Senators that refused to push forward with the talking filibuster in order to pass the SAVE America Act
are feeling remorse for contributing to the losses in Kansas, Maine, Texas, & potentially Mississippi.
It’s almost like we warned them.
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
Wow. Same thing in Georgia! Isn’t that amazing?
Election fraud: Georgia Republicans cast more votes for AG Commissioner than their US Senate and Governor seats. Really? I don't think so.
The pattern continues like Texas, North Carolina and Ohio (see previous tweets).
@FSociety_1942 found this unholy pattern, help him out at his give-send-go link at the top of his X page.
@realDonaldTrump @AGToddBlanche
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
🚨 $LITE CEO: "You had a comment from the CEO of $IREN [that] there’s a massive disconnect in what we're seeing in our demand books."
Even $IREN CEO underestimated $IREN
8 months ago, he explicitly said:
"In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation."
Yet, $IREN just signed:
1. 5Y deal at $22M per MW.
2. 3Y deal with Anthropic at $40M per MW including funding 90% of the GPU CapEx.
$100M to $150M per MW by 2028 is highly likely.
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
🚨BILL ACKMAN: “If Elon Musk had stopped working, we would only have Tesla. We wouldn't have SpaceX. We wouldn't have Neuralink, a technology that may enable my daughter to see again or speak again.
These are people that we should treasure, people we should applaud.”
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
It is heartbreaking to see antisemitism in my hometown. I was born in Wyncote, near Philadelphia, and it makes me angry and ashamed to see hatred tolerated there.
The numbers show this is not an abstract concern. The Anti-Defamation League recorded 465 antisemitic incidents across Pennsylvania in 2024, an 18% increase over 2023. It tracked 189 incidents in Philadelphia and 51 in Montgomery County. These reports include harassment, vandalism, and assault; they are not all classified as crimes. (adl.org, philadelphia.adl.org)
Hateful expression harms more than its immediate target. In a 2025 survey of Jewish Americans, 79% said they were concerned about antisemitism, and 52% said they had worried about their personal safety because of their identity. Nearly half reported taking steps to increase their security. A research review also found that exposure to hate is associated with worse psychological well-being, more negative stereotypes, and less trust between groups. (philadelphia.adl.org, pmc.ncbi.nlm.nih.gov)
It takes me back to the racism I experienced in the 1960s: signs throughout the South declaring that Black people could be refused service, along with separate “white” and “colored” signs on bathrooms and drinking fountains,”no niggers”. I remember what that hatred looked and felt like. We cannot accept it in any form, directed at any people.
I wish I could be there to stand with those protesting HATE. I am asking elected officials and other leaders in Philadelphia: Where are the clear statements condemning antisemitism? When hateful language is excused or repeated, it can make hostility seem acceptable and deepen fear and division. Leaders should speak plainly and consistently: antisemitism and hate have no place in our communities.
What the hell? We have to speak up.
Reggie Jackson
The Mr. October Guy
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
IREN IS NOT A NEOCLOUD. IT IS A VERTICALLY INTEGRATED AI SUPERFACTORY BUILDER AND PROVIDER @chamath
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
So he sold a car to someone after placing his feces in the front seat and this is a very serious person that we need to take very seriously because of his very serious thoughts.
Scott Galloway says he owned a Tesla, but sold it because of Elon.
"Not before taking a giant dump in the passenger seat. True story."
He's gone from suggesting Elon be executed to telling stories of taking dumps in a car he owned because it was made by Elon's company.
This is a broken, deranged and utterly toxic individual.
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
🚨 JUST IN: $IREN UPGRADED TO BUY FROM HOLD AT JONES
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
Agreed and our most proactive citizen.
It's appalling that the victory of one party or another means that a private citizen and his businesses, none of which have been accused of breaking the law, would suddenly be targeted by the government. That's pure Third World and should outrage everyone. latimes.com/business/story/2…
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
$IREN: The Days of Endless Dilution Are Coming to an End
Against the roughly $6B of CapEx $IREN has yet to fund for FY2027, the company has access to $12B-$15B of NON-DILUTIVE funding sources.
Personally, I think the vast majority of that CapEx will ultimately be funded through customer prepayments and GPU financing.
GPU-backed debt in particular is one of the more lender-friendly forms of financing, since it is supported by both the cash flows from the underlying customer contracts and the GPUs themselves.
So even in a more challenging financing environment, I don’t believe securing GPU-backed debt should pose a major challenge for $IREN. And if it does, the company has plenty of other non-dilutive sources of capital at its disposal.
In any case, Thursday’s earnings call made it clear that $IREN is better capitalized than ever and no longer has to rely almost entirely on equity-related sources of capital to fund its growth.
It’s also worth taking a moment to appreciate what all that dilution, which caused plenty of investor grief over the years, actually bought shareholders.
By the end of FY27 in June, management is guiding for the business to own roughly $10B of data center assets.
Those assets can now be borrowed against to help fund the next stage of growth, creating a much more capital-efficient financing flywheel as the infrastructure base expands.
The days of heavy dilution are truly coming to an end.
I wouldn’t be surprised to see $IREN begin buying back shares as early as the early 2030s.
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
This is a formal request for Susie Wiles and James Blair to stop harassing me with texts and calls.
If there is a factual inaccuracy in what I said, send it to me in writing and I will vigorously correct and apologize for any misstatements. I will note that everything I said is substantiated by other senior officials.
If you want to file a lawsuit and get into discovery of whether it’s provably true that Ballard and Continental had an undue influence on the White House policy process, do it.
I believe we are in an existential moment for the country, and Americans were owed an honest accounting of the past two years so we identify the problems we need to move on from.
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
Yeah. Wild to think politicians would lie to their constituents. Considering how they are typically so honest.
Data centers drive tax revenue, jobs, community investment, and GDP growth.
And someone these very honest politicians became confused and accidentally mislead the public into waging war against them. 🤪
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
“Data centers generate 40% of tax revenue on 3% of our land”
Don’t for a second think that the newly elected governors won’t change their tune when they realize data centers and AI are a massive tax revenue stream.
The show goes on. 🤓
Data centers in Loudoun County, Virginia: “We get $1.2 billion a year in local tax revenue, about 40% of all of our tax revenue...on 3% of our land”
Buddy Rizer, the county's economic development chief, explained how “data center alley” grew:
“We would have never looked at having 55 million square feet of data center, 230-some buildings. That was not the plan. The plan was to utilize the fiber loop, the internet exchange, to utilize a reclaimed water line, and buildings that were already built. That was the plan, right? And so that made a lot of sense.”
“But, you know, fast forward, today we are largely dependent on that. We get $1.2 billion a year in local tax revenue, about 40% of all of our tax revenue. And while that looks overwhelming, data centers take only about 3% of all of our land in the county. So it’s quite a return on investment. You know, 40%, $1.2 billion, on 3% of our land.”
Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield retweeted
GO FUCKING LONG NEOCLOUDS RIGHT NOW ON THIS HOLY SHIT I JUST BOUGHT $NBIS CALLS
