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[@Aktiehedonist](/creator/twitter/Aktiehedonist)
"$MDA - Currently researching this company. Seems very promising so far. Napkin math checks out too"  
[X Link](https://x.com/Aktiehedonist/status/1974901778945818673) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-05T18:17Z 1533 followers, XXX engagements


"Very low interest in this. But bet I can make more people get their eyes open very soon $MDA"  
[X Link](https://x.com/Aktiehedonist/status/1975087932181725307) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-06T06:37Z 1533 followers, XXX engagements


"🧵 Im bullish on $MDA because it is a space infrastructure supplier: it designs and builds satellite payloads and buses space robotics and geointelligence systems used by multiple commercial and government programs. This is where a large part of space capex is flowing"  
[X Link](https://x.com/Aktiehedonist/status/1975652725615702481) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T20:01Z 1532 followers, 1611 engagements


"15/ Thesis in one sentence: $MDA is a proven independent supplier positioned at the center of constellation build-outs and on-orbit operations with product linesAURORA Canadarm-derived robotics and geointelligencethat map directly to where demand is growing. Thats why Im long-term bullish on $MDA"  
[X Link](https://x.com/Aktiehedonist/status/1975652757873778844) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T20:01Z 1533 followers, XXX engagements


"The growth in space is happening in the factory. $MDA is scaling: Satellite Systems now XX% of revenue; Q2 was +54% YoY with margin lift. The market for software-defined high-throughput payloads is projected to grow 1317% CAGR into 2030. MDA is positioned in the slipstream"  
[X Link](https://x.com/Aktiehedonist/status/1975872408985932093) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-08T10:34Z 1532 followers, XXX engagements


"Both $ASTS and $RKLB going strongly up today. $MDA more in the shadows"  
[X Link](https://x.com/Aktiehedonist/status/1975922752147042722) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-08T13:54Z 1533 followers, XXX engagements


"Not even 24hrs after posting this on $MDA and stock moves over 7%. I am moving stocks now when I post. jk ofc. Not at a full position yet so not really thrilled about it but nothing has changed in my view. I will continue to add"  
[X Link](https://x.com/Aktiehedonist/status/1975989553321169371) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-08T18:19Z 1532 followers, XXX engagements


"$MDA why this chart signals a structural bull not a blip. Revenues have stair-stepped from the XXX range through 347351 to XXX in Q225 confirming that the volume ramp is realthis isnt mix or one-offs its sustained delivery growth. Operating cash flow told the same story through 2024 peaking around XXX in Q424 and posting another strong print in Q125 (267). That patternsales up OCF upis the fingerprint of a business transitioning from episodic project cash to repeatable scaled cash conversion as programs hit milestones. The Q225 FCF downtick should be read as timing not demand: (1)"  
[X Link](https://x.com/Aktiehedonist/status/1977375478420820380) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-12T14:07Z 1532 followers, XXX engagements


"Why I own both $MDA and $RKLB. One expands access to orbit and mission cadence; the other scales payloads and platforms that fill those flights. If the space cycle continues to favor more satellites launched more often with more software-defined flexibility holding both is a coherent way to ride the same macro with complementary drivers and uncorrelated execution risks. I want around 15-20% of my portfolio going into Space theme and I feel both companies will return very well for me"  
[X Link](https://x.com/Aktiehedonist/status/1977380630628376928) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-12T14:27Z 1533 followers, XXX engagements


"The looming demographic crisis across the West characterized by a fundamental imbalance between young and old presents a critical societal issue. The answer Robots. Long $TSLA and $TER"  
[X Link](https://x.com/Aktiehedonist/status/1975493548398239897) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T09:28Z 1532 followers, XXX engagements


"Good at times like this. I dont study quarterly noise. I study bottlenecks like energy compute and cooling because every AI milestone eventually collides with physics. Thats where the compounding happens. I focus on $NVDA $VRT $MU $NBIS $AMD and $IREN because they arent trends heyre enablers. Without them nothing else in AI scales. Thats the essence of Innovation-Driven Value Investing: follow the reinvestment capacity not the narrative"  
[X Link](https://x.com/Aktiehedonist/status/1980322823286755714) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T17:18Z 1532 followers, XXX engagements


"Every company looks misunderstood when its still early in its curve. $NBIS isnt a momentum trade its an infrastructure build-out. Power proximity and data efficiency dont reprice in a single session. I dont measure conviction in green days"  
[X Link](https://x.com/Aktiehedonist/status/1979356004526756261) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T01:17Z 1504 followers, 1798 engagements


"@babyfolio Genuinely curious whats the specific advantage you see in $CIFR when $IREN and $NBIS already dominate the power + compute vertical I am staying away from $CIFR at this moment. Would love to learn other unique angles of it if there is any"  
[X Link](https://x.com/Aktiehedonist/status/1979506959708496142) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T11:16Z 1521 followers, XXX engagements


"@noegrs_research Add $NBIS Cloud infra scarcity + ClickHouse exposure and the sum-of-the-parts starts to exceed $NBIS current EV"  
[X Link](https://x.com/Aktiehedonist/status/1977760645077512312) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-13T15:37Z 1526 followers, XXX engagements


"$NBIS down XXX% today. I dont see panic. I see an ecosystem repriced by a market that still doesnt understand what its holding. Most investors are trading Nebius like an AI-proxy. Im holding it as an infrastructure operator a company building the rails for inference data mobility and AI-native workloads across Europe and the Middle East. The volatility doesnt bother me because the fundamentals havent changed: MW expansion plans remain intact Subsidiaries like ClickHouse and Avride keep compounding quietly Margins are improving as localized cloud demand rises And the entire CapEx cycle still"  
[X Link](https://x.com/Aktiehedonist/status/1979312970716086748) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-17T22:26Z 1522 followers, 6189 engagements


"$TSM numbers this week confirmed what I already felt in the datathe AI cycle isnt slowing its deepening. Margins are expanding with record CapEx. Thats not a bubble thats proof of capital productivity. When your suppliers grow earnings faster than volume youre not in a hype cycle. Youre in an infrastructure era. Exciting times ahead"  
[X Link](https://x.com/Aktiehedonist/status/1979433975723458825) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T06:26Z 1528 followers, XXX engagements


"Remember this $NBIS family. Volatility isnt a signal of weakness. Its a by-product of being early to something big"  
[X Link](https://x.com/Aktiehedonist/status/1979508361675559089) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T11:22Z 1528 followers, 2647 engagements


"@VladBastion This isnt a recovery rally. Its recognition. By 2030 $MU might no longer be the memory company everyone once dismissed. It could be the infrastructure backbone of the worlds cognitive compute layer"  
[X Link](https://x.com/Aktiehedonist/status/1979511423803027578) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T11:34Z 1522 followers, XXX engagements


"I am bullish $ASML but am I even bullish enough is the question. Such a wonderful video. It's hard to comprehend"  
[X Link](https://x.com/Aktiehedonist/status/1979597046605828136) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T17:14Z 1529 followers, XXX engagements


"For years investors judged $AMD by comparison. They still do: $NVDA leads. $AMD follows. But thats not the story anymore. $AMD is now the second source for AI compute and that position alone is worth billions in guaranteed hyperscaler spend. The MI300 ramp is real. $ORCL $Meta $MSFT all integrating. And with every successful deployment $AMD earns not just revenue but relevance. The market still prices $AMD as if its a cyclical CPU maker. But CPUs are legacy. Accelerators are destiny. And $AMD now plays in the only growth curve that matters compute per watt. $AMD isnt trying to win the GPU"  
[X Link](https://x.com/Aktiehedonist/status/1979717383490285582) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T01:13Z 1529 followers, XXX engagements


"Appreciate that Axel. Thanks for taking the time to comment. I agree on the subsidiaries. For now I prefer to view them as a bonus layer that could offset any dilution needed to fund growth. I think $NBIS will likely sell some of these assets before diluting shareholders too much. Sharp observations too. Nebius long-term moat wont just be cheap megawatts its how efficiently they allocate those megawatts across AI workloads"  
[X Link](https://x.com/Aktiehedonist/status/1979968409556091208) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T17:50Z 1522 followers, XXX engagements


"Really solid framework. The SOTP breakdown finally gives $NBIS the structure it deserves especially the ClickHouse component. Curious though: scaling to XXX MW active in X years will likely require $XX B in capex. How do you see that funded without heavier dilution or higher leverage Also execution from XX XXX MW and maintaining XX %+ margins seems operationally extreme You see execution and funding is the only risks I see with $NBIS. I agree with your analysis alot and I would love for your price targets to hit"  
[X Link](https://x.com/Aktiehedonist/status/1977830445371851263) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-13T20:14Z 1523 followers, 1667 engagements


"Buy $NVDA #BTC"  
[X Link](https://x.com/Aktiehedonist/status/1979875258040774758) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T11:40Z 1528 followers, XXX engagements


"@Cointelegraph Thank you $HOOD"  
[X Link](https://x.com/Aktiehedonist/status/1979895189033591057) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T12:59Z 1529 followers, XXX engagements


"$AMD doesnt need to be $NVDA it just needs to compound within the trillion-dollar infrastructure cycle. Steady share gains in GPUs CPUs and accelerators across the hyperscaler stack could quietly XX valuation by 2030"  
[X Link](https://x.com/Aktiehedonist/status/1980292336816156864) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T15:17Z 1530 followers, XXX engagements


"@StockSavvyShay That X% stake could prove far more valuable than most realize. SpaceX isnt just launching rockets its building the network layer for global compute. Starlink + launch cadence = physical dominance over the worlds data transport layer. $GOOGL quietly owns a piece of that"  
[X Link](https://x.com/Aktiehedonist/status/1980320697953186234) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T17:10Z 1530 followers, XXX engagements


"$NBIS is wonderful but. $IREN will be my generational investment. Entered at 10$ when it was only a bitcoin miner. Entered $NBIS at around 60$ so it's not exploding my original investment the same as $IREN. At least not yet"  
[X Link](https://x.com/Aktiehedonist/status/1978061271913173042) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-14T11:32Z 1533 followers, XXX engagements


"@gregory_FTA Absolutely. $TSLA is on my watchlist. It will find its place very soon. I could buy it now but I just see more attractive opportunities as of this very moment"  
[X Link](https://x.com/Aktiehedonist/status/1980709274004189390) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T18:54Z 1533 followers, XX engagements


"Just finished David Gardner's new book on "Rule Breaker Investing." Based on his criteria I've identified five companies that really stand out as potential rule breakers in their respective fields. Synthetic Biology: Ginkgo Bioworks $DNA Precision Agriculture: Trimble $TRMB Infrastructure Digital Twins: Bentley Systems $BSY Quantum Computing: IonQ $IONQ Decentralized Identity: Okta $OKTA Bull/Bearish on any of these"  
[X Link](https://x.com/Aktiehedonist/status/1970799964717482395) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-09-24T10:38Z 1532 followers, XXX engagements


"Just finished watching Marc Boroditskys interview on Nebius How $NBIS is becoming the AWS of AI. A few takeaways stood out and they tell a lot about where the next phase of AI infrastructure is heading. Nebius isnt trying to be another generic cloud provider. Theyre building an AI-native infrastructure layer fully integrated from energy and datacenters to compute and orchestration. Their core idea: control the physical stack that powers large-scale inference not just offer storage and APIs. Boroditsky explained how Nebius focuses on inference workloads the part of AI thats actually deployed"  
[X Link](https://x.com/Aktiehedonist/status/1979131748509225055) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-17T10:25Z 1533 followers, 5152 engagements


"Who is even selling $NBIS here So confused"  
[X Link](https://x.com/Aktiehedonist/status/1979208873736102031) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-17T15:32Z 1532 followers, 4649 engagements


"Nebius Group ( $NBIS ) My Base Case for End of 2026 Spent alot of time on $NBIS this week and here is my updated price target at the end of 2026. When I first studied $NBIS it was easy to mistake it for another cloud aspirant fighting the hyperscalers. That framing no longer holds. Nebius is not a SaaS business. It is an AI infrastructure operator a physical utility turning megawatts into compute and compute into revenue. Where others build abstractions Nebius builds capacity. The modern AI stack depends on four physical constraints: electricity cooling latency and capital efficiency. Every"  
[X Link](https://x.com/Aktiehedonist/status/1979899702901445108) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T13:17Z 1533 followers, 37.7K engagements


"@scotto2050 @RocketLab @amazon @ProjectKuiper If this holds $RKLB just transitioned from a launch provider to a space-infrastructure OEM for $AMZN. By 2030 the lines between cloud compute and orbital logistics will blur Kuipers network could become AWS-in-orbit"  
[X Link](https://x.com/Aktiehedonist/status/1980507606520041968) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T05:33Z 1533 followers, XXX engagements


"This chart clearly illustrates accelerating momentum for $MDA across key metrics. Total Backlog: CAGR +51.66% with a sharp ramp from Dec '22 onwards. Satellite Systems Revenue: CAGR +57.28% showing particularly strong acceleration in the last two periods. Total Revenue: CAGR +31.55% also inflecting upwards"  
[X Link](https://x.com/Aktiehedonist/status/1980617976605757833) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T12:51Z 1533 followers, XXX engagements


"How can I not reach my financial goals in XX years with a portfolio like this $NBIS $AMD $NVDA $IREN $GOOGL $AMZN"  
[X Link](https://x.com/Aktiehedonist/status/1980668532246638726) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T16:12Z 1533 followers, XXX engagements


"@allinkraken 1049% of a McLaren on one day"  
[X Link](https://x.com/Aktiehedonist/status/1980711311487975824) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T19:02Z 1533 followers, XX engagements


"@TacticzH I like it. $VRT has about XX% allocation towards Data Centre which I why I have it over $ETN myself which only is around 30-40% towards Data Centre (IIRC). But if anything maybe adding a small portion on Eaton but not necessarly. Looks like a solid portfolio"  
[X Link](https://x.com/Aktiehedonist/status/1975647560585900284) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T19:40Z 1532 followers, 6904 engagements


"@thexcapitalist Agree with this logic. $AMD doesnt need to be $NVDA it just needs to compound within the trillion-dollar infrastructure cycle. Steady share gains in GPUs CPUs and accelerators across the hyperscaler stack could quietly XX valuation by 2030"  
[X Link](https://x.com/Aktiehedonist/status/1980291752188911771) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T15:15Z 1533 followers, XXX engagements


"My top X holdings right now: $IREN turns electrons into GPU cycles. $NBIS turns GPU cycles into AI ecosystems. $AMD and $NVDA design the chips that define national power. $GOOGL captures the data flywheel. Honorable mention to $MDA and $AMZN which are positions in progress"  
[X Link](https://x.com/Aktiehedonist/status/1980504824266596742) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T05:22Z 1532 followers, XXX engagements


"I entered $IREN in november 2024 and sitting here reflecting on it. My initial purchase of $IREN last November was based on an asset the market was mispricing. Most saw a Bitcoin miner; I saw an infrastructure operator that had secured the most critical resource for the era: energy. We are now seeing that thesis play out. The company is leveraging its existing infrastructure to meet the immense demand from AI and HPC which offers a much higher return on invested capital. The founders deserve credit for their high "adaptability rate". They were not dogmatically tied to one business model"  
[X Link](https://x.com/Aktiehedonist/status/1980553633134501963) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T08:35Z 1532 followers, XXX engagements


"$IREN Soon a $100B company. Note: I've owned $IREN since november 2024. This will be a fenomenal company to hold for the long Ive spent time analyzing a new in-depth research report forecasting $IREN's path to 2030. For new readers this analysis codifies why $IREN is a core holding in my "Power + Cooling" portfolio. My thesis has never been about $IREN as just a Bitcoin miner. My thesis is about their role as a vertically integrated infrastructure provider and this report confirms they are aggressively pivoting to capture a far more valuable opportunity. The strategic transformation is clear:"  
[X Link](https://x.com/Aktiehedonist/status/1980574461377040712) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T09:58Z 1532 followers, XXX engagements


"@Sellao93 @scotto2050 @RocketLab @amazon @ProjectKuiper Amazon led satellite internet constellation"  
[X Link](https://x.com/Aktiehedonist/status/1980675758268797229) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T16:41Z 1533 followers, XX engagements


"Im choosing $MDA over $ASTS for better risk-adjusted exposure to space. MDA has a diversified contracted backlog (LEO satellites AURORA antennas Canadarm robotics) with near-term revenue visibility. @ASTS is exciting but much higher binary risk. I will enter someday. Not just now"  
[X Link](https://x.com/Aktiehedonist/status/1975546853644026160) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T13:00Z 1532 followers, XXX engagements


"@UmbrielCap Thanks for the heads up. Golden Dome is still politics + procurement. But if RFPs tilt to software-defined payloads with fast build cycles $MDAs line with AURORA antennas + LEO production maps well"  
[X Link](https://x.com/Aktiehedonist/status/1975646310478061648) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T19:36Z 1532 followers, XX engagements


"14/ Why bullish overall. Space is shifting from bespoke satellites to repeatable software-defined constellations and from disposable hardware to serviceable infrastructure. MDA builds the payloads antennas robotics and ground systems that make that shift practical"  
[X Link](https://x.com/Aktiehedonist/status/1975652755785089223) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T20:01Z 1532 followers, XXX engagements


"@silly_swag00 I have a conservatie case for $MDA that implies around 13b CAD market cap which at the time meant a XXX% CAGR between 2025-2030 for my X year target. The my aggresive case implies around 175b CAD market cap which would mean almost XX% CAGR for 2025-2030. And a 10x to 2035"  
[X Link](https://x.com/Aktiehedonist/status/1975973448016069006) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-08T17:15Z 1532 followers, XX engagements


"Some days at Twitter as a low impression author"  
[X Link](https://x.com/Aktiehedonist/status/1976339472385212742) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-09T17:30Z 1532 followers, XXX engagements


"@HyperTechInvest $MDA under $5B profitable backlog locked for years. Owns the robotics that build satellites and the sensors that map Earth. The market still values it like an aerospace contractor. Its actually the infrastructure of the orbital data economy"  
[X Link](https://x.com/Aktiehedonist/status/1979600674418741512) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T17:29Z 1532 followers, XXX engagements


"$AMD wont win the AI race by imitation. It will win by distribution. Every hyperscaler every government cloud every startup building on open standards will rely on a second compute rail. Thats horizontal leverage and AMD owns it"  
[X Link](https://x.com/Aktiehedonist/status/1980042022427009372) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T22:43Z 1532 followers, XXX engagements


"If $NBIS and $IREN build the rails of AI $MDA builds the rails of Space. Ive always believed that the most valuable companies are the ones that build the physical foundations of intelligence the rails that everything else runs on. In AI that means datacenter infrastructure energy and cooling. Without them theres no compute. In space the same logic is emerging just further from Earths surface. $MDA is quietly becoming to space what $VRT and $NBIS are to AI: the infrastructure layer. They build robotic arms for orbital assembly satellite buses for constellations and lunar systems for permanent"  
[X Link](https://x.com/Aktiehedonist/status/1980331981473763391) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T17:55Z 1532 followers, XXX engagements


"I will post a deep dive and price targets on $MDA by weekend"  
[X Link](https://x.com/Aktiehedonist/status/1980332279705809399) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T17:56Z 1532 followers, XXX engagements


"This is a good summary of the narrative shift surrounding $NBIS. The influx of FOMO and Reddit attention is noise; the underlying signal remains the accelerating AI infrastructure build-out. But bad things always bring something good with them. I've had the opportunity to add to my position at levels I thought I would never see again"  
[X Link](https://x.com/Aktiehedonist/status/1980509960279666903) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T05:42Z 1532 followers, XXX engagements


"@Ashton_1nvests $AMD $MDA $NBIS and. $IREN"  
[X Link](https://x.com/Aktiehedonist/status/1980549327710810550) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T08:18Z 1533 followers, XXX engagements


"Good operational update from Rocket Lab $RKLB. Next launch is Nov 5th for IQPS their 16th mission this year. Importantly they've maintained a XXX% launch success rate in 2025. In the space launch game reliability is everything. It builds customer confidence and helps secure those vital long-term contracts like the multi-launch deal with IQPS. This consistent performance and steady launch cadence are positive signs of strong execution"  
[X Link](https://x.com/Aktiehedonist/status/1980615644803473655) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T12:42Z 1532 followers, XXX engagements


"In XX years we might look back at this day thinking this was the last golden opportunity to buy $NBIS"  
[X Link](https://x.com/Aktiehedonist/status/1980716797583323263) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T19:24Z 1533 followers, XXX engagements


"Looking at $NBIS and thinking. $GOOGL should just straight up buy it"  
[X Link](https://x.com/Aktiehedonist/status/1980722758209155288) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T19:48Z 1533 followers, XXX engagements


"The most valuable resource in the AI era isnt data or compute its clean controllable power. $IREN started as a Bitcoin miner. Today its an AI power company. The difference They realized the real moat isnt hashrate its megawatts per millisecond. In a world where every inference request consumes electricity owning low-cost renewable dispatchable energy capacity becomes the highest-margin business model in AI. IREN converts energy directly into compute. Each facility expansion is effectively a new GPU plant just measured in MW instead of wafers. The energy transition and the AI transition are"  
[X Link](https://x.com/Aktiehedonist/status/1979701529138581891) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T00:10Z 1532 followers, XXX engagements


"The more digital the world becomes the more valuable the physical layer gets. Power heat and latency now define how fast intelligence can move. Its a strange inversion the next trillion in market cap will come not from apps but from the pipes and power that keep them alive. Were entering the age of tangible technology. $NBIS $VRT $IREN"  
[X Link](https://x.com/Aktiehedonist/status/1979980626779668588) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T18:39Z 1532 followers, XXX engagements


"I think $AMD can 5x in five years. Not because its undervalued but because its underestimated. Everyone focuses on $NVDA but AMD quietly built the second AI infrastructure platform. CPUs GPUs interconnect and adaptive compute under one ecosystem. Once AI workloads diversify beyond training AMDs architecture becomes a necessity not an option. Execution is the only variable that matters now"  
[X Link](https://x.com/Aktiehedonist/status/1980317306673627504) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T16:56Z 1532 followers, XXX engagements


"Do you own any Bitcoin Figurer it would be interesting to see since most of my followers seems to be stock people"  
[X Link](https://x.com/Aktiehedonist/status/1980730351963255175) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T20:18Z 1532 followers, X engagements