Johnny
Search documents
X @Johnny
Johnny· 2025-11-03 14:39
$IREN up more than 50% off the lowsAI & data centers one of the easiest investment thesis's over the next few years https://t.co/ocONzlhKtAJohnny (@CryptoGodJohn):$IREN on this correction is looking tastyExpecting AI infrastructure, data centers & energy to be a main theme over the next few years https://t.co/xabHnK2JKM ...
X @Johnny
Johnny· 2025-11-03 14:00
Golden wave of AI $8.5 TRILLION for Nvidia is insaneNearly 2.5x the total market cap of crypto for one stock LOL*Walter Bloomberg (@DeItaone):$NVDA - LOOP CAPITAL: NVIDIA COULD REACH $8.5 TRILLION ON ‘GOLDEN WAVE’ OF AILoop Capital raised its Nvidia price target to $350 from $250 — over 70% upside and implying a market cap above $8.5 trillion. Analyst Ananda Baruah said Nvidia is leading a new “Golden Wave” of AI ...
X @Johnny
Johnny· 2025-11-03 12:25
Partnership & Contract Details - IREN secured a $9.7 billion AI Cloud contract with Microsoft [1] - The contract has a 5-year average term [1] - The contract includes a 20% prepayment [1] Infrastructure & Technology - The contract involves 200MW (IT load) data centers [1] - NVIDIA GB300 GPU deployments are part of the agreement [1]