Power needs….! $IREN $CIFR

Incredible news, American helicopter pilots rescued/scooped up via @Saronic Job well done @MavrookasD 🇺🇸🇺🇸🇺🇸 thehill.com/policy/defense/5…

As a Series A investor of @AccelsiusATX I’m so bullish (as many of you are) and as excited about the future step change in cooling architecture. Based on what we can hypothesize, it seems as of today that road leads to two phase. @AccelsiusATX was early on the IP front, has the right team and an all star CEO (soon to be Exec Chair). I also fully understand the $INV community scouring the internet for every data point and “wen deal” catalysts. Whilst I share in your exposure to $INV as a way to leverage my private investment, I think you are just expecting the step change to happen faster vs. reality. The @AccelsiusATX story was never about DarkNX. The story was about a step change technology and $JCI and Legrand invested because of that. Think about it, only TWO investors in their $65M Series B and both are VERY strategic. As several us behind the scenes have talked about, the true flood gates open on adoption when $NVDA (maybe $AMD/behemoth OEM’s) move forward on the new architecture. As it stands today, there is too much market cap risk to the legacy players to change in a tectonic manner short term. With that being said, if we thought 10x revs was the private company acquisition template, the rush to change might create a frenzy and we see 15-20x for private company acquisitions in new cooling technologies. Cooling is a key pillar of the data center infrastructure whether it’s on earth or somewhere else in the universe. Let Josh cook, he’s directly focusing on deals, OEMS & adoption! “Skate to where the puck is going, not where puck is..” Know what you own! If @AccelsiusATX wins, $INV wins simple. At some pt, @AccelsiusATX revs will literally hockey stick higher and the story will be re-written/stock will be re-rated. (No financial advice) (Not written by Claude :)) Let’s Roll!

What a major accomplishment for @IREN_Ltd! The ride continues MUCH higher.. #buidlingAhyperscaler $IREN #Australia

Well, you can only lead folks to the well... $BRUN

Minutes into landing in Aspen... "Fox symbolism centers on cleverness, adaptability, and intuition. Universally recognized as a cunning survivor, the fox is a spiritual guide that encourages you to navigate challenges using intellect, resourcefulness, and silent observation."

$BRUN has $NBIS vibes.. Hedge Fund mafia added today.. My ticket has been punched. boostrun.com/ worth a look!

Almost irresponsible to not see the bigger picture… “Large scale” $5 cost basis club… Carry on! $IREN as per the Co-Captain @danroberts0101

Chanos is presenting @SohnConf next week. I think we can guess what short thesis will be: $BTC Miner to AI HPC. Not sure how he still has a platform tbh.

This aged well. $GLW

We got a week ahead of us.. $CIFR appetizer 🥗 $IREN main course! 🥩 $WULF Dessert 🧁

Great seeing the Queen of Aspen this wknd! @aspen_lindsay #Magicalpens #Deathwobble #Dallas

Like clockwork, $GLW provides conservative gdnc and the stock sells off. This time around they announce two additional hyperscaler relationships; same size as $META $6B deal. How can you not be bullish on this company/stock? Investor day coming up...

New week, new ideas and same bull on @AccelsiusATX Series A✅ $INV

Good to get back at my former home base this week. The $JPM tower glows! Enjoyed breading break with several of my old finance bro's.. #Infrastructure #NYC

Elizabeth Warren is ___________ ? Wrong Answers only!

So many🤡's rejoicing against $ASTS..

Fortuitous add this AM.. $NUAI.. Interesting risk reward dynamics IMO #HPC

Such an enlightening read @bgurley.. I am not a "VC", but have enjoyed making my last 5 Series A investments and 1 Series D (@Saronic ) over the last 24 months..