CyberSecurity. Husband & Father. Trader. Truth. Jesus. Freedom. Don’t Tread On Me. InfoWars. 💥⛈️🍻🏈🏀🥩

Joined February 2017
420 Photos and videos
Wars and rumors of wars…..
1
9
3nd 0f Day5 retweeted
😳😳😳😳😳😳😳😳😳😳😳 POSSUMS ARE AWESOME , let it be !! Immune to rabies. Eats 5,000 ticks. Resistant to snake venom. 70 million years old. And everyone treats it like garbage. The opossum — the most underrated animal in your neighborhood. THE FACTS: → America's ONLY marsupial (carries babies in a pouch) → Virtually immune to rabies (body temp too low for the virus) → Eats up to 5,000 ticks per season → Resistant to pit viper venom (copperhead, rattlesnake) → Eats cockroaches, rats, snails, slugs, carrion → "Playing possum" = involuntary stress response, not acting WHAT THEY DO FOR YOU: → Tick control (Lyme disease prevention) → Venomous snake control → Carrion cleanup (disease prevention) → Pest insect control → All free. All night. Every night. THE PROBLEM: → Hit by cars constantly (slow, nocturnal) → Killed by dogs and people out of fear → Babies orphaned when mothers are killed on roads → Often confused with rats (they are NOT rodents) IF YOU SEE ONE: → Leave it alone — it's helping you → If injured: wildlife rehabilitator, not animal control → If babies are clinging to a dead mother: call a rehabber immediately → Slow down on roads at night 70 million years of evolution. Immune to rabies. Eats your ticks. Maybe stop screaming when you see one. #Opossum #MisunderstoodAnimal #TickControl #Marsupial #WildlifeUS #DidYouKnow #Rabies
4
68
99
2,197
3nd 0f Day5 retweeted
The disciples did not ask Jesus: “Teach us how to preach.” They asked: “Teach us how to pray.”
2
28
322
6,245
If you are trading $IREN , you better know what you're doing.
1
291
The Neo Cloud arms race is on! The next phase of AI infra won’t just be about who builds capacity. It’ll be about who locks in flagship AI customers first. And $IREN needs to start signing more names soon. Thread below 👇
1
179
5/ This is what the market is starting to care about: Not just, “Do you have powered land?” Not just, “Can you deploy GPUs?” But: Who actually chose you? Who signed? Who committed real demand?
1
59
6/ That’s the real Neo Cloud arms race. The winners won’t just be the builders. They’ll be the platforms that become a destination for frontier AI demand. $IREN has the assets. Now it needs more flagship customer wins. Because this market is moving from capacity stories to contract stories.
85
USA!
147
It’s comical how closely $IREN still correlates w/ Bitcoin. The Companies golden goose clearly lies w/ Neo Cloud for AI.
236
Tempted to lay in some LOTTO calls today, with Friday expiration. It's possible the AI trade continues to fade, but it's also possible with solid earnings and report, $IREN could reverse hard from here. IMO, the biggest short-term risk we have is $MSFT pulling the rug on the deal. Other than that, need more timem to validate or exploit the thesis - it's just too early to tell.
457
GPU DEPRECIATION: Why The 9-Year Assumption Matters For $IREN: The entire valuation debate hinges on one boring accounting line item. When you depreciate $2.9B in GPU equipment, small differences in useful life create MASSIVE profit differences.: 3 years =31.7% 🐻 Chanos 4 years =43.8% 5 years =51.0% 6 years=55.8% ⭐⭐Industry Std 7 years=59.3% 8 years=61.9% 9 years =63.9% 🚀 Cantor Bull $644M annual swing between bear/bull case. $IREN reports earnings TOMORROW (Feb 5). Watch the depreciation schedule. go IREN!
2
339
The Core Debate is this: Bulls (Cantor, IREN management) argue: GPUs cascade from training → inference → batch processing Hyperscalers use 6-year depreciation, so IREN should too Total economic life is 7-9 years when you factor in secondary uses Bears (Chanos) argue: NVIDIA releases new GPUs every year now (not every 2 years) GPUs become economically obsolete in 2-3 years for frontier AI workloads Physical life ≠ economic life Using 9-year schedules is accounting gimmickry to inflate earnings
118
With 6-year depreciation, IREN achieves ~56% EBITA margins on its AI cloud business—highly profitable but not the "hopium-fueled" scenario Chanos criticized. This represents the industry consensus position and would be considered reasonable accounting practice if IREN discloses it tomorrow.
64
$IREN - DEPRECIATION MATTERS. Chanos reverse-engineered the 9-year figure by analyzing Cantor's $2.9B PP&E increase and working backward from the projected EBITDA margins to calculate the implied depreciation expense. The math revealed that to achieve Cantor's bullish EBITDA projections, the model must assume approximately 9-year useful life for GPUs. This is a legitimate analytical technique: when an analyst report projects specific EBITDA margins and capital expenditures, you can solve for the implied depreciation assumptions embedded in their model. Chanos's calculation exposes how sensitive bullish price targets are to aggressive accounting assumptions that may not reflect economic reality. Tomorrow's Q2 earnings should reveal IREN's actual disclosed policy, and we should know whether IREN itself is using aggressive depreciation schedules that may overstate near-term profitability. #neocloud
1
1
349
3nd 0f Day5 retweeted
The rapture is coming!

104
824
3,957
56,855
3nd 0f Day5 retweeted
Satanists may run the planet, but Jesus Christ runs the universe. Choose Him.
930
3,883
44,523
734,781
Please perp walk #DonLemon
19