HK @CompoundingX
Looking for best asymmetric bets!! Track record: 47% CAGR over last 8 years. California, USA Joined August 2022-
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I’ve been seeing a lot of chatter on X about “peak cycle” and how the economy looks late-cycle. So I wanted to tackle this head on and share a few thoughts of my own... This is from the August 21st MIT publication: A classic late-cycle economy typically has all the following…
$IREN Sunday Weekly Space Join us this week at 9PM for another IREN weekly space. This week, we will take a closer look at the GPU revenue models, zoom in on the GPU flywheel, and estimate how quick the team can install and commission the current, and new, GPU batches. Will IREN…
DATA CENTER INVESTMENT GUIDE Data centers are the picks & shovels of the digital age But they are the most misunderstood assets in private markets. 3 ways to invest: Direct ownership. Development. Platforms. Thread
TOMORROW IS THE MOST IMPORTANT JOBS REPORT OF YOUR LIFE SO READ THIS 🧵
Great overview of the $IREN FY2025 10-K, @FransBakker9812. On your Regulatory and Moratorium question—here’s my take on BC, based on my data center and cloud experience (not an IREN insider). IREN’s power growth is capped by BC’s crypto mining moratorium, extended to December…
Great overview of the $IREN FY2025 10-K, @FransBakker9812. On your Regulatory and Moratorium question—here’s my take on BC, based on my data center and cloud experience (not an IREN insider). IREN’s power growth is capped by BC’s crypto mining moratorium, extended to December…
🤯🤯A New Paradigm shift for $IREN🤯🤯 I don't use the mind blown emoji often, but when I have used it, like I did for $IREN's BTC mining fleet around the same time last year, the predictions came out almost exactly to be true. It transformed IREN into a FCF machine. After the…
$IREN - when will APAC GW be approved / announced? Rationale: 1) $IREN's VP of Commercial, Tribeni Lodh, is based in Australia and covered the Australia / NZ data center sector for Goldman. $IREN already has a Chief Commercial Officer in North America - you don't bring on a VP…
$DLO is a best-in-class fintech set to 5x Stock is up 40% since the earnings 🚀 Payment volumes are exploding, revenue growth is accelerating, and profits are at record highs. Here is my $DLO Investment Thesis:🧵
Because the topics I will discuss in today’s $IREN's space are so complex, I am uploading my research beforehand. If it helps, copy and paste sections of my post into ChatGPT and ask it to elaborate. Executive Summary IREN’s strategy hinges on the fact that GPUs are…
Power is rapidly emerging as a critical bottleneck for AI data centers, and a handful of stocks are uniquely positioned to address this need, raking in up to $50B in long-term deals with hyperscalers. Find out my thoughts on these stocks in our exclusive 5K word Discovery report…
River Oaks Capital H1 2025 Letter drive.google.com/file/d/1f1Tfjt…
$IREN The CSP opportunity is huge. IREN found a hyperscaler from within and reinvented itself as a Neo Cloud. How? Management has a unique perch from which they see all sorts of demand and supply imbalances. In this case, the near-term demand for compute far exceeds long-term…
$IREN The CSP opportunity is huge. IREN found a hyperscaler from within and reinvented itself as a Neo Cloud. How? Management has a unique perch from which they see all sorts of demand and supply imbalances. In this case, the near-term demand for compute far exceeds long-term…
Repost this if $IREN is your largest stock position
What’s everyone’s prediction for Iren’s stock price after earnings?
“You can’t snap your fingers and 5x 6-8GW of capacity.” Give this quick video response from $IREN co-CEO Daniel Roberts if you want to be bullish. Asymmetrical demand for cloud, compute, hashrate will be constrained by hard assets soon. Owners will be rewarded.
The secular bull market is over when $IWM is at the top of this HTF pitchfork. The last 2 times it was the top of the pitchfork: 2007 2021 Until then, you stay aggressively long risk assets.
This would have been a @MohnishPabrai stock. Huationg Global Ltd SGX: 41B Works on projects for government MC: $17M Earnings: $8M-$10/year $40M net cash $400M order book the next 4 years Growth ahead from Singapore long term public projects bilbelcapital.com/letters/2025-h1
Fliederzeit @55mWAKh7cDzWMFW
5 Followers 397 Following
VictoriaMorrison @6r6cZoc3aEAWHd
5 Followers 353 Following
Swaxalf @Swaxalf419765
6 Followers 484 Following
AntoniaHobbes @yZKQ69aUY2aJq
1 Followers 87 Following
Chris @ChrisLivechats
2K Followers 970 Following Engineer. 10+ Years Equity & Crypto Swing Trading. Trading Analysis, Insight, Setups, Macro, & Market Commentary. Not Your Average Fin(X)Twit Account. NFA.
MarianDeQuincey @4WO6E5jc9BK25
1 Followers 244 Following
ValerieBecky @3XlPWeOkKS0kDRC
0 Followers 101 Following
ValentinaChurchill @WYk0rCmB99bQ11s
1 Followers 156 Following
CelesteO’Connor @UujCu2f60gRbyo
3 Followers 252 Following
太田忠 勝者の�... @frehutx0a7j
40 Followers 5K Following 株式投資歴14年。2倍以上狙えそうな銘柄狙い投資趣味トレードのつもりで2023年1月に原資61万で株再開したら半年で6月末には残高2億越え平個別株の考察投稿もしますが、私の視点公開が皆さんの銘柄選定の際に参考になればと思い投稿しています。私見です。個別銘柄の売買を推奨する意図はありません。投資は自己責任
DVB @DeepValueBagge_
49 Followers 1K Following only private elite here!! l will mainly talk about crypto market price action analysis etc. ONLY FOR A FEW PEOPLE MAIN ACCOUNT @DeepValueBagger
LaurenWodehous @m59sp8QWw9VQB
1 Followers 163 Following
AnnCroft @094NKD37WO4Muj
4 Followers 371 Following
DianaBaldwin @G2qLQdvqCAks85C
1 Followers 151 Following
GillGuy @51Nc27o22eIg3
0 Followers 145 Following
IrisRayleign @B5Xd1M5G1bR2021
0 Followers 121 Following
ReginaThodore @7A7mHKvRk9Ej4
0 Followers 118 Following
Dylan humphreys | Opt... @Dylanhumh2001
1K Followers 596 Following Options Selling | Options trading | Income Strategist Helping traders generate consistent cash flow through smart options selling strategies.
James @JameesEastonUK
675 Followers 3K Following Slave to the charts Daily TA & Market Insights YouTube Veteran | Affiliate @RealVision🤝🏻
FlorenceHouse @3V9bsoI2cc4ol
0 Followers 162 Following
AlmaBoswell @N0E90T8x39DxSn
5 Followers 379 Following
CoraCopperfield @YE05qShiv9V4t
4 Followers 435 Following
Aardko @aardko
11 Followers 54 Following A quality investor posting his thoughts, this is not financial advice.
EmmaArthur @9g5SCe1IQ0G4T4
1 Followers 340 Following
UnaHenrietta @73iKYrR636zv6
2 Followers 239 Following
TrudaLouise @tP9K9z52Y7KQL
4 Followers 249 Following
Mik£ |AIfred @MikAifred
308 Followers 4K Following Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes
CamilleMacMillan @7a8h3D7F6a6855
0 Followers 438 Following
SalomeCotton @pR3HNUe58kUY7E5
1 Followers 344 Following
Mondaufgang @pERfoGXz1Ks8tVA
0 Followers 409 Following
ZoeHaggai @829hU81e89G94a7
1 Followers 376 Following
LynnTomlinson @QwGytgRreC3757
2 Followers 356 Following
pennyether @pennyetherr
7K Followers 419 Following Public BTC Miner analysis, like no one else. Won't take refuge in the false security of consensus (except BTC). Critical thinker, happily accept corrections.
“fix the money, fix... @alimfrah55us
968 Followers 2K Following Investment Manager, Equity Management Associates, LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete.#BTC
_ Beth Kindig @Betth_Kndiig
42 Followers 3K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
The Lawrence Lepard,"... @ThLawreneLepard
27 Followers 502 Following Investment Manager, Equity Management Associates,LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
Sebastian_ @sebastian_ski2
220 Followers 2K Following #Bitcoin , research into Bitcoin & Bitcoin , Only private elite here! I will mainly talk about crypto market. ONLY FOR A FEW PEOPLE, MAIN PAGE @sebastian_ski
Ajit kumar @ajitwl07
71 Followers 612 Following
Penelope Harris @XJnpX6ZCd07V4
0 Followers 329 Following 30%+ monthly edge | Handpicked 2 US stocks. Join free to receive live strategies and timing windows. @nahuel321rojas
Mirror Image @mirror_image_1
522 Followers 4K Following
Alex Almeida @AlmeidaAT
454 Followers 2K Following Momentum growth investor. Investing in the UK and US markets. Trend following and swing trading
pif @pifflepif
1 Followers 55 Following
tradewithtvshawn @_tradetvshawn_
589 Followers 4K Following Host of LIVE Trading, Markets RECAP and Head Trader for (25yrs exp) @tradertvlive Linktree: https://t.co/V2SDoULymc
Zachary Markovich @Zac_Markorvich
62 Followers 2K Following Trader since 2014. Chartered Market Technician. Technical Analysis on Stocks & Crypto. Posting trades for free now, subscription coming. Not financial Advice.
Dorian @raspalivatru
67 Followers 237 Following
Jim Liu @jiahanjimliu
2K Followers 67 Following Engineer. IREN, TSLA. Believe BTC is a better ponzi than fiat. Research/Radar positions in ONDS, TEM.
Rahul Setty @RahulSetty_
6K Followers 340 Following An analyst/investor always looking for the "fat pitch". I want to play long-term games with long-term people.
Ricardo Amatto @RicardoAmatto
4K Followers 116 Following 30 years in the market|Fund Manager| Partnering with visionaries who dare to challenge the status quo. Focused on innovation, impact, and building what lasts.
XCap @XCapitalMgmt
480 Followers 92 Following Concentrating in intersecting S-curves - researching on X. $NVDA, $TSLA, $GLXY, $IREN. Nothing I say is investment or financial advice - DYOR. May post memes.
Ragzy X @ragzyart
26K Followers 2K Following OG MEME QUEEN 👸🏻 Renaissance Woman 💅🏼Artist TIKTOK STAR ⭐️ 1MM+ followers 👀 💰Crypto Quadrillionaire😜 Spaces HOST🎙️ $BRETT @basedbrett 💙 MEME DISCORD ⬇️
BNG Capital @_BNG_Capital
2K Followers 123 Following BNG Capital | WHALE WATCHERS | Just 2 dudes with finance degrees addicted to stonks & advanced options trading | (DYODD: Not professional investment advice)
CP - Option seller @cp_option
598 Followers 341 Following GOAL: Turn 100K into 1 Million in growth portfolio. $FOUR $SOFI $TMDX investor. Software Engineer💻
Jevgenijs Kazanins @jevgenijs
11K Followers 4K Following I write about fintech companies at @popularfintech and stablecoins @codex_pbc. Sometimes I write about banks too. Not financial advice
Tom Smith @TomSmith839
2K Followers 718 Following Long shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I’m in the mood for losing money
Jared Isaacman @rookisaacman
343K Followers 385 Following Keeping busy on and off the planet 🌎. Shift4, Inspiration4, Polaris Dawn 👨🚀🚀🐉
John @ The Rock Tradi... @The_RockTrading
196K Followers 46 Following | CMT | Technicals/Charts 🎯 | Options Trading | Education | Founder of The Rock Trading Group | JESUS IS LORD.
Finn Killam @finnkillam
307 Followers 708 Following Software Investing @ https://t.co/aOf7GprweE | Previously @palantirtech, startups
Dylan @dylan_teeter
479 Followers 1K Following Value-oriented investor with a very long term perspective $IREN
Quiver Quantitative @QuiverQuant
348K Followers 779 Following Bridging the information gap between Main Street and Wall Street. Disclaimer: https://t.co/dIbqx0Q4fW
Zachary Markovich @Zac_Markovich
10K Followers 173 Following Trader since 2014. Chartered Market Technician. Technical Analysis on Stocks & Crypto. Posting trades for free now, subscription coming. Not financial Advice.
Oscar @OscarHealth
22K Followers 1K Following Oscar Health is a leading healthcare technology company, whose mission is to make a healthier life accessible and affordable for all.
MellowRK @mellowrk_lion
16K Followers 32 Following 2020 +1369%; 2021 +19%; 2022 -20%; 2023 +62%; 2024 +50%; Unlike the frauds that proliferate X, I POST MY BROKERAGE STATEMENTS quarterly to show my returns ;)
Singularity Research ... @SingularityRes
4K Followers 804 Following Not financial advice. DYOR. Various tracker and substack -
Rittenhouse Research @RHouseResearch
3K Followers 150 Following Software, digital infrastructure, fintech, and blockchain.
AsymmetricalRisk @mynine2ten
407 Followers 143 Following Father, Husband, American, Snowboarder, Bitcoin c/o ‘21. $IREN @ $5.73
Papanatticus Finch @Omeloparece
204 Followers 226 Following ___________________________________________________ Not a financial advisor.
Kris Patel 🇺🇸 @KrisPatel99
32K Followers 632 Following It’s not what you buy, it’s what you pay. And success in investing doesn’t come from buying good things, but from buying things well. -Howard Marks
Earnings Whispers @eWhispers
535K Followers 406 Following Providing key trading information around earnings releases.
Kent Draper @kentpdraper
375 Followers 120 Following
Will Foxley @wsfoxley
13K Followers 2K Following cofounder @blockspacepod / get the free weekly newsletter 👇
wpeel @wpeel70
401 Followers 630 Following
Helene Meisler @Chartfest1
15K Followers 114 Following This is me, Helene Meisler, not some crypto hacker. I draw charts by hand.
Sun Liao @sunxliao
25K Followers 209 Following Trader of 10+ Years. Follow for 24/7 Stock and Crypto Opinions! Get My #1 Indicator Suite: https://t.co/EhtZ5UZ4F4
TacticzHazel - Value ... @TacticzH
23K Followers 152 Following Long-Term Investor with a Value Mindset | Trying to buy great companies at cheap prices | Not Financial Advice | 15% Off: https://t.co/vmheAb5XgC
The Great Mattsby @matthughes13
36K Followers 911 Following Pro Chartist (Stocks/Crypto/FX) I rely on Gann Theory, math, angles and averages for my TA. https://t.co/Yl4jWh4ATx
Beth Kindig @Beth_Kindig
164K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Dan Weiskopf @ETFProfessor
53K Followers 6K Following Senior PM @tidalfg Co-PM $NANC, $GOP, $DADS and $BLOK https://t.co/3vH4axBUH9\ https://t.co/o1rIXnmHED
Michael @Catfive55555
597 Followers 506 Following $AMD $RKLB $HIMS $IREN $VOO $SOFI all day long! Always give my opinions, Not Financial Advice.
Chris Totin @Chris_Totin
140 Followers 129 Following Family adventures. Data Centers. Coffee. Pizza.
DBP @DByProg
193 Followers 209 Following
Scludweed @scludweed
889 Followers 1K Following Badda Bing Badda Boo - $IREN, AI Enthusiast - $MSTR, $CIFR Med Device OG - Crypto
Jake Allen @jakeallen3
1K Followers 959 Following Middle Tennessee Re/Max Realtor * Allen Team (top 0.10% all-time sales) * tweet about stocks
Brian Fry @brianfry01
3K Followers 5K Following IREN Strategic Shareholder, Co-Founder RackForce, PodTech (now IREN). 25 yrs Design, Build & Operation high performance Data Centers. AI, Cloud, #Bitcoin
Jake Keator @JakeKeator
322 Followers 624 FollowingTrends for United States
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