Mitchell, Just A Guy @ASTSVisionary
Telecom nerd; learning biotech along the way Any mentions of stocks or investments is purely speculation and not to be taken as financial advice; DYOR. Joined January 2017-
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Mitchell, Just A Guy retweeted
Shit just kept getting funnier and funnier 🤣
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Mitchell, Just A Guy retweeted
This man literally does not spend any money...
Mitchell, Just A Guy retweeted
$IREN today reported its FY25 results. Key highlights: - Record Revenue of $501m (Including record quarterly revenue of $187m in Q4 FY25) - Record Net Income of $87m - Record EBITDA of $278m - Record Adj. EBITDA of $270m - Expansion to 10.9k GPUs & $200-250m AI Cloud annualized…
Mitchell, Just A Guy retweeted
$IREN is pleased to announce an expansion of its AI Cloud business. - Purchase of 1.2k air-cooled NVIDIA B300s & 1.2k liquid-cooled NVIDIA GB300s - Expands AI Cloud to approximately 10.9k NVIDIA GPUs - New liquid-cooling installation at Prince George underway - Additional $96m…
Mitchell, Just A Guy retweeted
🚨BREAKING $IREN Becomes Preferred Cloud Partner with $NVDA 🚨 Congratulations team @IREN_Ltd 🥳 @tim_delcourt @danroberts0101 @mikealfred @kentpdraper
Mitchell, Just A Guy retweeted
crypto guys managing their risks
Mitchell, Just A Guy retweeted
Awesome to see so much excitement for the new Google Finance! We’re continuing to expand access in the U.S… But :) we've heard some of you want to take it for a spin NOW!! We’ve added an opt in via Search Labs so you can skip the line → 📈 labs.google.com/search/experim… 📈
Mitchell, Just A Guy retweeted
Two direct customers of Nvidia were responsible for 44.4% of the total Q2's revenue of the Data Center. Read that again: HALF of Nvidia's Data Center revenue in Q2 comes from just TWO customers.
Mitchell, Just A Guy retweeted
We’re so excited for Pelicans 3 and 4 to join the fleet! With high-resolution, rapid tasking, and AI at the edge, our Pelican satellites are providing next-generation capabilities to our customers. 🛰
We’re so excited for Pelicans 3 and 4 to join the fleet! With high-resolution, rapid tasking, and AI at the edge, our Pelican satellites are providing next-generation capabilities to our customers. 🛰
Mitchell, Just A Guy retweeted
$IREN just doubled its GPU fleet to 8,500 after buying 4,200 NVIDIA Blackwell B200s for $193M. The company also secured $102M in financing for prior B200/B300 purchases, structured as a 36-month lease. Once installed at its Prince George campus, IREN’s AI Cloud will include…
Mitchell, Just A Guy retweeted
$IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash, financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in…
Mitchell, Just A Guy retweeted
Seeing headlines that Chamath is launching more SPACs
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