High-conviction emerging tech, AI infrastructure, photonics, diagnostics, with a preference for real revenue and a second growth engine
Atlanta, GA
Joined July 2025
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Trinity retweeted
A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN (@anndavisvaughan / The Information)
(Visit Techmeme dot com for the link and full context!)
Trinity retweeted
$MOD was just initiated with an Outperform at Baird
$300 price target
The Street is starting to catch on
Trinity retweeted
I forgot to mention. AI is the modern day Manhattan Project. The Govt will not let the USA lose. It will be deemed a matter of National Security. Furthermore, AI is the only thing driving positive GDP growth. The rest of the economy is dead. The Govt will do whatever it takes to prop it up. $IREN is best positioned to capitalize with Land, Shells, and Power. It’s just too easy
I’ve made some updates to the portfolio over the past few weeks. What’s clear to me, is that AI investment and growth is a freight train that can’t be stopped. What is also clear to me is that $IREN will be a >$100B company. My share price estimation is $600 in 2030.
In accordance, i have trimmed $ASTS, $BTC and $ONDS substantially to increase my position in $IREN with commons and 2028 LEAPS during the dip to the mid-30s.
I will sleep incredibly well at night. Don’t care what the macro does. I will simply keep accumulating shares of $IREN
NFA
