https://nitter.cf/t.co/9qq4Q1jWgU
United States
Joined October 2019
- Tweets14.2K
- Following5.7K
- Followers1.7K
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Pinned Tweet
Please check out the latest from Jacob Green 🔥🔥🙏🙏 Even is a great site to support indie music
even.biz/r/fastlane-4864a160…
Jacob Green Live retweeted
RT IF YOU SEE THE MVP 🐐 nitter.cf/ohnohedidnt24/status/2…
Jacob Green Live retweeted
OMG
$IREN JUST DISCLOSED FOR THE VERY FIRST TIME THAT THE PIPELINE IS 35GW
🔥🔥🔥🔥🔥
Jacob Green Live retweeted
If you liked $IREN at $50 in September, then after the strong AI Cloud numbers and solid conference call, the ~$20 level looks like a bargain.
Massive sequential AI cloud growth, high-margin contracted backlog with quality counterparties (Microsoft, Nvidia, etc.), rising pricing, ownership of power and infrastructure, and a stock that has already absorbed a lot of bad news. On a growth/contracted-revenue basis after the drop, multiples look 👌
MA200 lies at $43
Jacob Green Live retweeted
I WAS WAY OFF ON $IREN. I WAS TOO BEARISH
$IREN JUST DOUBLE BEAT AND STILL TRADES AT 1.88 FORWARD P/S
1. AI cloud revenue $200M up 182% QoQ
2. Double beat revenue by 3% and EPS by 13%
3. Shareholder equity $5.116B and assets $20.6B vs $7B market cap
4. Price to book ratio 1.37
5. AI cloud gross margin 86%
6. New deals $22M per MW for 5 years and $40M per MW short term with 90% GPU prepay
7. Backlog up 22% to $20B
8. Builds in 14 months vs 18 month industry average
9. Targeting over $4B ARR by Jan 2027
10. 35 GW pipeline with over 5 GW secured
Simply amazing that people are excited about making it hard for companies that have created massive wealth and jobs
Jacob Green Live retweeted
Send $COHR up 20% tomorrow after they obliterate earnings
Jacob Green Live retweeted
WE ARE IN THE ERA OF THE DON🚨
Luka "The Don" Doncic is the best player in the world, the clear-cut MVP, and one of the greatest scorers the game has ever witnessed.
GIANNIS GAVE HIS COSIGN TO LUKA'S GREATNESS.
"Obviously, he's one of the best scorers to play this game, if not the best," Antetokounmpo said.
A reporter interrupted Antetokounmpo's answer, hoping for additional context for the two-time MVP's claim.
"Right now?"
"Not right now," Antetokounmpo replied. "Not right now. Of all time. I feel like some people are scared to say that, but he's got to be up there."
THE DON is making his MVP case clear after dropping 40+ in 4 of his last 5 games and averaging 43.4 a night over that stretch🗣
Luka's scoring is so dominant that his gravity on the court creates the easiest looks a professional NBA player could dream of. That's why the Lakers have a team TS% of 64.9 (1st), making them the best shooting team in basketball by percentage, not opinion.
While the haters continue to hate, Luka continues to bake defenses. Their only answer is to put their best defender on Doncic, press him coming up the court, and then, once he crosses half court, trap him. If he attempts to use a screen, they blitz it with multiple defenders.
Last night, he showed what makes him unguardable with 13 assists. His size, IQ, and strength allow him to make passes other players simply can't. When combined, he accounted for 68 points last night, counting each assist as 2 points. That's the minimum, knowing a good portion of The Don's passes go to 3-point shooters.
We can no longer rank Luka among regular players. He can only be compared to the greatest to ever play.
LUKA AT 27 VS. MJ AT 27 👀
Points: Luka 15,289 | MJ 14,016
Rebounds: Luka 4,432 | MJ 2,694
Assists: Luka 4,287 | MJ 2,565
Triple-doubles: Luka 90 | MJ 21
60-point games: Luka 3 | MJ 3
Career high: Luka 73 | MJ 69
All-NBA First Teams: Luka 6 | MJ 4
Finals trips: Luka 1 | MJ 0
Career PPG: MJ 30.1 (1st ever) | Luka 29.3 (3rd ever)🗣
Yaxel Lendeborg said he's not Jordan. You're correct, but he's the closest thing to him when it comes to putting the ball in the hole.
THE NUMBERS DON'T LIE THE HATERS DO‼️
#WhereIsTheLIE ⁉️ #LakeShow
Jacob Green Live retweeted
Yes. The companies that have sites with generation and grid connections win. $WULF. That’s us.
Jacob Green Live retweeted
$50 a watt today. $80 a watt within 6 months.
That's my call. Here's why, and what it does to the share price.
1. Every company is compute constrained
Elon this weekend: "The cost of serving Grok Bot was unsustainably high relative to revenue"
So the limits got cut.
800,000 paid weekly users by early October. My read: SpaceX already has to ration it.
Nobody rations a product people don't want. You ration when demand is bigger than supply.
And it's not just Grok Bot. Every AI lab and every hyperscaler is short of compute. That's why they're burning free cash flow and borrowing to build more.
2. Why $50 is the floor
The guide: $30 to $50 a watt.
Q3 call: the CFO said pricing is running slightly above the top of that range.
The price is already going up, not down.
Analysts model compute like a utility. Price falls every year, like electricity.
But a watt of compute isn't worth what the chip cost. It's worth what the intelligence does with it. Replace an engineer. Design a drug. Run a company.
Nobody has priced that yet. $50 isn't the ceiling. It's where the market starts.
3. Aramco vs the drills
The market still values Colossus like a pile of GPUs.
That's like valuing Saudi Aramco by what its drills cost.
Aramco is worth what the oil sells for. When oil goes from $50 to $80, the field doesn't change. The wells don't change. Only the cash does.
Compute works the same way. Same chips. Same power. Same buildings. The price per watt goes up and the extra is almost all margin.
SpaceX owns the wells and sells the oil.
4. The math
~3 GW online by December. 90% rented out, 10% kept for Grok.
$50 a watt = $135B a year
$65 a watt = $176B a year
$75 a watt = $203B a year
$80 a watt = $216B a year
+$81B of revenue a year from the exact same chips.
Now price it like Anthropic. 13.6x run rate, the low end of its IPO talk.
$50 = $135 a share
$65 = $176 a share
$75 = $203 a share
$80 = $216 a share
Friday close: $134.72.
5. So this means
So this means at $50 a watt, the compute alone is already worth today's share price.
So this means every dollar above $50 is upside nobody is pricing.
So this means at $80 the compute alone is worth $216 a share. $1,000 today becomes $1,606.
So this means Starlink, launch and Starship still come free on top.
And that's only 3 GW. End of 2027 is 13 GW guided. At $80 a watt that's ~$936B a year.
6. Calling it now
Compute hits $75-80 a watt within 6 months.
The revenue reprices first. Then SpaceX rerates with it.
You heard it here first.
A few years from now, $50 a watt will look as cheap as $20 oil does today.
$SPCX
Jacob Green Live retweeted
Perplexity is working with IREN to power fast, trustworthy AI.
Under our multi-year agreement, @perplexity_ai will run workloads on NVIDIA Blackwell Ultra GPUs at an IREN data center campus, supporting the models and agents behind Perplexity Computer.
More than 50,000 organizations use Perplexity every day, asking more than 1.5 billion questions a month. IREN AI Cloud delivers the capacity and consistent performance to power AI workloads at scale.
Learn more: iren.com/resources/blog/perp…
Jacob Green Live retweeted
Um this is some insane volatility if these numbers turn out to be true.
Half of fintwit is going to be having a heart attack with just the top 5.
$CIFR $AAOI $APP $IREN $AEHR
🚨Implied Volatility for Earnings next week.
$CIFR ±20.1%
$AAOI ±18.5%
$APP ±17.9%
$IREN ±17.8%
$AEHR ±17.1%
$TEAM ±15.3%
$NVTS ±15.0%
$ALAB ±14.7%
$RIOT ±14.4%
$DDOG ±14.3%
$NET ±14.3%
$SMCI ±14.2%
$SHOP ±14.0%
$TEM ±13.4%
$PLTR ±13.3%
$AMC ±12.9%
$COHR ±12.8%
$CAVA ±12.7%
$ARM ±12.3%
$MPC ±11.5%
$MRNA ±11.3%
$LITE ±11.4%
$MP ±10.6%
$ANET ±10.4%
$QCOM ±9.9%
$EL ±9.4%
$UBER ±8.0%
$BKNG ±7.5%
$AMD ±7.0%
$PFE ±4.4%
$AAPL ±4.3%
