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@ShawnLi_real "@FransBakker9812 2) as for the hardware Come on Dell and SMCI have been their vendors for years. They provide everything for it coreweave JUST do integration. I am not sure if IREN will still use its own design for higher margin or also use SMCI/dell for quick time to compute in hyper AI"
X Link @ShawnLi_real 2025-10-16T01:48Z XX followers, XXX engagements

"@FransBakker9812 No matter time to power or time to computer (SMCI & dell were/are doing the full solution for coreweave xAI meta etc). But The key dependency is still AI power that is why IREN so strong and it will be"
X Link @ShawnLi_real 2025-10-16T01:59Z XX followers, XXX engagements

"$SMCI 1: The biggest GPU server/cluster maker and DLC (direct Liquid Cooling) maker will benefit from huge investment from $OpenAI $xAI and others. 2: It will re-gain market trust after Hindenburg report by appointing a new CFO. Why Yvonne McGill left $DELL for $SMCI"
X Link @ShawnLi_real 2025-10-07T05:18Z XX followers, XXX engagements

"Day X $IREN 3GW secured + X GW planned 1.Power re-valuation: $CORZ will reject the deal of $X billions on 1.4GW as it is too cheap; BlackRock acquired GIP with $XX billions on 5GW; Crazy $FRMI. X. A possible major deal: $ORCL $AWS $Anthropic $Apple $AMD $OpenAI or other"
X Link @ShawnLi_real 2025-10-07T04:38Z XX followers, XXX engagements

"$IREN is super bullish institutions are eager to invest even with X% coupon(interest rate) notes that convert at $XX and the capped call goes up to $XXX. Theyre betting the stock will climb far beyond it"
X Link @ShawnLi_real 2025-10-09T11:22Z XX followers, 2395 engagements

"@FransBakker9812 @Umbisam @mikealfred I completely agree. Its fascinating that everyone who invested in the same stock tends to share a similar mindset. Here at IREN: openly share all the truthful insights; aim for everyone to profit (even if they hold other stocks) and promote positivity without any nonsense"
X Link @ShawnLi_real 2025-10-15T04:16Z XX followers, XX engagements

"@FransBakker9812 Last one: the deal between coreweave and poolside is more just on-paper when the jaw-dropping 2G DC can be time to power I guess 2050 LoL. To be frank I even suspect this strange 2G deals purpose is trying to convince CORZ to agree the coming merge. LOL"
X Link @ShawnLi_real 2025-10-16T01:57Z XX followers, XX engagements

"@litigious_dulce Maybe they just use the whole solution from SMCI: liquid cool system rack-servers storage switch etc. SMCI does provide the one-stop solution even for xAI and coreweave"
X Link @ShawnLi_real 2025-10-15T15:51Z XX followers, XXX engagements

"@Umbisam @FransBakker9812 @litigious_dulce @sunxliao @mikealfred $IREN to the moon"
X Link @ShawnLi_real 2025-10-02T22:51Z XX followers, XXX engagements

"$IREN The guy is IREN hater. Seems he only likes WYFI which is the only one I will never buy even it is X cent as it relates to BTBT. CC: @Umbisam @mikealfred @FransBakker9812"
X Link @ShawnLi_real 2025-10-14T17:57Z XX followers, 8105 engagements

"@FransBakker9812 Maybe I reiterate again: coreweave does not have much moat because 1) their cluster management is very simple as it is just based on open-source k8s that is why you can see so many good GPU-cloud-providers emerge quickly (some less than X year)"
X Link @ShawnLi_real 2025-10-16T01:44Z XX followers, XXX engagements

"@Lazarus_Capital See you at 200"
X Link @ShawnLi_real 2025-10-14T17:46Z XX followers, XXX engagements