Alex A.C.
@AnalysisOp
M. Eng. Electronic โก ใฐ๏ธ
Financial data & analysis. Value investing. Growth? at a reasonable price ๐ฆ ๐ง๐ป
๊ฐ์
February 2023
148 ํ๋ก์ ์ค 4.6K ํฌ
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 ๐คฆโโ๏ธ๐คฆโโ๏ธ
In the real world le neocloud $IREN is getting a 90% prepayment...๐ฅ for a long-term contract...๐ฅ for $22 MM /MW !! ๐ฑ๐ฅ๐ฅ
AI compute ๐๐
๋ ๋ณด๊ธฐ
$IREN received a 90% prepayment on GPU capex for a five-year contract yielding $22M/MW
$CRWV $NBIS $SPCX
