Alex A.C.
@AnalysisOp
M. Eng. Electronic ⥠ã°ī¸
Financial data & analysis. Value investing. Growth? at a reasonable price đĻ đ§đģ
Joined February 2023
148 Following 4.6K Followers
Retail on panic, selling their AI names instead of studying a bit what's happening in the REALITY, not in the stories made by the MMs đ¤Ļââī¸đ¤Ļââī¸
In the real world le neocloud $IREN is getting a 90% prepayment...đĨ for a long-term contract...đĨ for $22 MM /MW !! đąđĨđĨ
AI compute đđ
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$IREN received a 90% prepayment on GPU capex for a five-year contract yielding $22M/MW
$CRWV $NBIS $SPCX
