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[@MarcoRamireZuno](/creator/twitter/MarcoRamireZuno)
"Great news. I never doubted profitability. $ORCL $IREN $NBIS $CRWV"  
[X Link](https://x.com/MarcoRamireZuno/status/1978883839117103158) [@MarcoRamireZuno](/creator/x/MarcoRamireZuno) 2025-10-16T18:00Z 1742 followers, 2723 engagements


"@realroseceline I wish I had learned this sooner"  
[X Link](https://x.com/MarcoRamireZuno/status/1977839547871596628) [@MarcoRamireZuno](/creator/x/MarcoRamireZuno) 2025-10-13T20:51Z 1749 followers, 1109 engagements


"Happy to share my two cents: I always approach things from a value investing perspective where the essence of the philosophy is to buy something for less than what its worth. Warren Buffett has said many times: Price is what you pay value is what you get. In the essence of value investing price action is irrelevant while value creation is everything. What truly matters is the relationship between price and value and thats where our attention should always be. While IRENs share price has appreciated significantly its intrinsic value has grown and will continue to grow at an even faster rate."  
[X Link](https://x.com/MarcoRamireZuno/status/1978155097184944319) [@MarcoRamireZuno](/creator/x/MarcoRamireZuno) 2025-10-14T17:45Z 1747 followers, 67K engagements


"The valuation assumes 100000 GPUs or XXX MW of deployed capacity of which 23000 are already paid for and ordered. He is using price/sales rather than EV/EBITDA and he is also accounting for dilution. 1-2GW of compute would produce a much higher valuation. Close to 200B-Debt. Im trying to understand what you see that I may be overlooking"  
[X Link](https://x.com/MarcoRamireZuno/status/1980047710532096073) [@MarcoRamireZuno](/creator/x/MarcoRamireZuno) 2025-10-19T23:05Z 1747 followers, XXX engagements