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@KASM_Capital "I like $RIVN a lot. I just cant get comfortable with the 7500 EV credit going away. Part of me believes their buyers - higher income consumers - wont be as phased as TSLA but a bigger part of me believes itll be a higher headwind to their business. Good news is theyll crush it with surge demand ahead of September"
@KASM_Capital on X 2025-07-26 22:36:41 UTC XXX followers, XXX engagements

"Company Snapshot Founded in 2018 in Sydney Australia by brothers Daniel and William Roberts (former Macquarie bankers). Headquartered in Australia with operations in Canada and the US. Mission: Build sustainable vertically integrated data centers for Bitcoin AI and more powered by XXX% renewables. IPO'd in November 2021 at $28/share ($1.6B valuation) and amid the crypto winter in 2022 IREN weathered the storm and focused on efficiency reaching XXX EH/s by mid-2023. It secured long-term renewable energy contracts and navigated challenges like equipment financing defaults restructuring debt to"
@KASM_Capital on X 2025-07-20 22:28:21 UTC XXX followers, 1964 engagements

"Working on an $IREN deep dive. Like and repost if you're interested. Here's a little teaser"
@KASM_Capital on X 2025-07-19 22:46:16 UTC XXX followers, 11.2K engagements

"$IREN outperforms peers with renewables vertical integration and a dual Bitcoin-AI model. Unlike miners like $Riot and $MARA Marathon (hoarding BTC risking volatility) or $Hut X (1000 GPUs) IREN sells BTC for steady cash achieving XX% gross margins with $0.025/kWh power$20000/BTC cost undercuts rivals higher bills and carbon issues. Its ESG shield dodges regulations targeting dirty operations. In AI IREN surpasses Equinix $EQIX and Digital Realtys $DLR broad focus and higher costs and CoreWeaves $CRWV lack of mining synergies with bespoke GPU clusters low per-kW pricing and in-house tech"
@KASM_Capital on X 2025-07-20 22:28:22 UTC XXX followers, 2395 engagements

"Full port $SNAP into the close so that I can feel something on this boring day"
@KASM_Capital on X 2025-07-18 19:12:52 UTC XXX followers, XXX engagements

"Had 1k shares of $RKT yesterday sold the morning rip bought the afternoon dip and exited today at the close. Saw the squeeze potential and added back X% higher. Squeeze it"
@KASM_Capital on X 2025-07-23 02:57:25 UTC XXX followers, XXX engagements

"This BTC overnight action - the quick sell and bounce of 116500 is giving me $SPX 5942 vibes. Added some $BITX at BTC 117700"
@KASM_Capital on X 2025-07-22 01:43:37 UTC XXX followers, 1250 engagements

"Im fired up on the response from this deep dive on $IREN and am going to start working on the next one. Next deep dive: $GLXY Like and reshare if youre excited for the $GLXY breakdownwhat questions do you have about it Drop them in the replies"
@KASM_Capital on X 2025-07-26 13:26:02 UTC XXX followers, 1212 engagements

"We now call longing $SPX pre-market the simple jack trade"
@KASM_Capital on X 2025-07-22 12:00:38 UTC XXX followers, XXX engagements

"Financial Profile $IREN's finances improved significantly: In 2022 IREN reported $59M revenue and a $420M loss (crypto crash impact). In 2023 revenue rose to $75.5M with a $172M loss. In 2024 financials surged: $188.8M revenue (+150% $184M mining + $3.1M AI) $166M gross profit (88% margin) $25M EBITDA and a -$29M net loss. Growth continues with 2025 showing IREN's first AI profit margin at 17%. June 2025 hit a record $65.5M ($63M mining $2.2M AI). Drivers: XX EH/s hashrate low costs ($41k all-in BTC) $28M AI ARR. IREN's balance sheet is healthy though capital-intensive: $184M cash $800M debt"
@KASM_Capital on X 2025-07-20 22:28:23 UTC XXX followers, 1632 engagements

"Public port closed at an all time high today. Raised some cash but letting my core winners ride"
@KASM_Capital on X 2025-07-22 22:12:44 UTC XXX followers, XXX engagements

"$GEO - one of the cleanest set ups out there. Digested the news of the $XXX million contract with the U.S. Marshals Service and now setting up for it's next leg up. The Alpha Pod took the weekly $XX calls for .80. This is an easy 5x if it breaks out"
@KASM_Capital on X 2025-07-14 17:55:44 UTC XXX followers, 1160 engagements

"Why $IREN Could Be a 10x Play (a🧵) IREN is surging among retail investors as a hidden AI gem in the data center space. This renewable-powered operator blends Bitcoin mining cash flows with explosive AI growth offering massive upside over the next 3-5 years. By 2030 IREN could emerge as a global AI infrastructure leader capitalizing on the sector's projected XXX GW power demand. Here's why: With XXX% renewable-powered data centers ultra-low energy costs ($0.025-0.03/kWh) and a pivot from Bitcoin mining (50 EH/s achieved capping at XX EH/s) to AI cloud (4.3k+ NVIDIA GPUs scaling for"
@KASM_Capital on X 2025-07-20 22:28:20 UTC XXX followers, 46.3K engagements

"NextEra Energy Partners - $XIFR - is setting up for a massive move. From a technical perspective there is obvious accumulation over the past four months and most recently XIFR has consolidated perfectly following the run-up from July 9th. Volume has shrunk while the price is holding the EMAs. Notably XIFR has also seen a lot of bullish option flow. Yesterday there was an unusual trade of 5000 January 2027 $XX calls bought for $XXXX to $XXXX. This was a bullish risk reversal as we also saw 3000 January 2027 $XX puts sold to open for $XXXX. Break through $XXXX and this easily goes to $12.65"
@KASM_Capital on X 2025-07-16 11:23:09 UTC XXX followers, XXX engagements

"Operations Products & Infrastructure $IREN specializes in sustainable data center development power management and high-performance compute services blending Bitcoin mining with AI cloud offeringsall powered by XXX% renewables like hydro in BC and wind/solar in TX for cost efficiency and ESG advantages. Facilities span renewable-rich spots: Canal Flats (30 MW) Mackenzie (80 MW) Prince George (120 MW mixed ASIC/GPU) and Childress TX (650 MW operating post-Phase X completion June 2025 expandable to X GW). Total online: XXX MW (powers 528k-660k homes akin to Pittsburgh) backed by a XXX GW"
@KASM_Capital on X 2025-07-20 22:28:22 UTC XXX followers, 1998 engagements

"also incase any $IREN people get on me for not having a big position I sold half last week. i took profits sue me actually I've taken profits in all these names besides $XIFR $HYLN $TTI and $ALTG (new add today)"
@KASM_Capital on X 2025-07-22 22:14:17 UTC XXX followers, XXX engagements

"@CyclesFan Love your content. Curious what % of your predictions you trade"
@KASM_Capital on X 2025-07-23 16:52:46 UTC XXX followers, XXX engagements