Alex A.C.
@AnalysisOp
M. Eng. Electronic ⚡ 〰️
Financial data & analysis. Value investing. Growth? at a reasonable price 🦔 🧔🏻
加入 February 2023
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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 🤦♂️🤦♀️
In the real world le neocloud $IREN is getting a 90% prepayment...🔥 for a long-term contract...🔥 for $22 MM /MW !! 😱🔥🔥
AI compute 🚀🚀
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$IREN received a 90% prepayment on GPU capex for a five-year contract yielding $22M/MW
$CRWV $NBIS $SPCX
