JM (@BTCStocksInvest) header
JM (@BTCStocksInvest) profile picture

JM

@BTCStocksInvest

Run Family Office focusing on Concentrated Bets Top pics: $CIFR going to $100 & $IREN going to $300 Avoiding Eco Chambers. Doing my own DD.

 New York / Miami
Joined February 2024
  • Tweets4.6K
  • Following974
  • Followers6.1K
199Media
Photo by JM (@BTCStocksInvest)Photo by JM (@BTCStocksInvest)Photo by JM (@BTCStocksInvest)Photo by JM (@BTCStocksInvest)Photo by JM (@BTCStocksInvest)Photo by JM (@BTCStocksInvest)Photo by JM (@BTCStocksInvest)Photo by JM (@BTCStocksInvest)Photo by JM (@BTCStocksInvest)Photo by JM (@BTCStocksInvest)
Many of you know that I called $CIFR at $2 and $IREN at $5. Now I am calling $CIFR at $100 and $IREN at $300. Medium article below. Stay patient & see you in Valhalla. medium.com/p/6f3d5bf84aeb?po…
Power Play 2.0:

Power Play 2.0:

A year ago I called these the sleeper stocks of the AI build-out. They woke up — and after this quarter’s earnings calls, I think the move…

medium.com
11
12
1
199
25,528
$CIFR and $WULF traded at par most of the year. A month ago both were at $13. Today it’s $7 vs $13. WULF is a solid company, but this gap is overblown. Time for CIFR to catch up.
10
5
123
7,267
The market is so short-sighted in not appreciating this type of execution on such level! Soon.
Shay Boloor (@StockSavvyShay) profile pictureShay Boloor
@StockSavvyShayNov 11
$IREN says it took just 14 months to bring Horizon 1 from initial construction to $NVDA Exemplar Cloud-tested GB300 cluster beating industrY benchmark by 22%. And with three more 50MW deployments for $MFST to follow this is where having complete control over design, engineering and construction is so huge.
Image from Shay Boloor (@StockSavvyShay)
Image from Shay Boloor (@StockSavvyShay)
20
1,400
Great call from @bitcoinbutcher1 and a great deal of transparency from the $CIFR team. Key highlights: 6.8 GW portfolio: 4.3 GW front of the meter, 2.5 GW behind Black Pearl 18 MW delivered, Barber Lake first 51 MW ready for service. Major permits in hand, no delays expected.
₿itcoin ₿utcher 🥩 🐑 🐷 (@bitcoinbutcher1) profile picture₿itcoin ₿utcher 🥩 🐑 🐷
@bitcoinbutcher1Nov 12
If you missed my conversation with @rftylerpage @GregJMumford last night, checkout the 🔗 👇 $cifr
7
13
118
6,682
Colchis (1 GW) base load status, next step Dec 10. Reveille and Ulysses outside ERCOT, no impediment to leasing. Talking to ERCOT, the PUC and the governor-elect’s team. Not dependent on tax breaks Barber Lake: 20 year lease, yield on cost back to ~15%! Opens capital recycling.
3
17
863
Stingray financed at 98% loan to cost. And equity not ruled out, but looking for alternatives to selling at a depressed price. BOTTOM LINE -> 3 contracted sites imply ~9% cap rate. Zero value for the pipeline, Colchis and behind the meter. In my books that's an asymmetric bet!
20
665
Just got this snapshot from a fund manager friend. They’re in, and others will follow. This dislocation won’t last long. Just saying.
Image from JM (@BTCStocksInvest)
9
12
3
146
16,389
1/3 Many of you asked: did you take any cash off the table? Of course I did. Took some out at 5x and parked it in US treasuries. Came in handy past couple weeks redeploying all of that mostly into $CIFR and $IREN.
3
51
5,002
2/3 Frankly the “Iran adventure” caught me off guard. It pushed up energy, then inflation, then rates .. that was the foundation of this correction. However, I believe Iran gets sorted out soon, rate cuts come back and the top AI names get their due.
2
24
1,140
3/3 I am mostly in 2 names. Best existing and projected pipelines in TX, plus behind the meter option. And yes, I believe the TX noise is overblown. There will be more community engagement and more voices at the table. But the new political figures are pro business and pro jobs.
2
1
23
1,067
Many of you asked. Was up $100 MM+. Now down 80% to around $18 MM. Been loading up heavy on $CIFR and $IREN. The Texas scare is WAY overblown. Both keep delivering on their pipeline and executing. This sets them up for an easy 10 bagger. Next 12 months will be wild !
Image from JM (@BTCStocksInvest)
48
15
1
579
90,350
Buying $IREN below $20 and $CIFR below $7 is a bargain of a lifetime! Dont sleep on it.
13
5
169
10,762
Massive Thanks to Zuck. Picked up more $CIFR at $22 and $IREN at $42. Love the guy.
11
5
144
13,232
Been buying up tons of $CIFR at $25 and $IREN at $45. Such a no-brainer !!!
5
4
2
131
14,326
$CIFR approaching $30 I can smell ERCOT energising 2.5 Giga :)
3
32
4,157
Massive Announcement from $CIFR Bill is not just another senior exec. He was ERCOT's Director of Grid Coordination who knows Texas energy like back of his hand. Expect Gigawatts to be energised soon. $CIFR now has the operator to take it over the finish line. Execution is the moat.
Cipher Digital (@CipherInc) profile pictureCipher Digital
@CipherIncJun 16
Cipher Digital Announces Appointment of Bill Blevins as Head of Grid Strategies Read full press release here: investors.cipherdigital.com/…
Image from Cipher Digital (@CipherInc)
1
1
51
4,428
Last week was huge. Go @nyknicks !!! This week will be even bigger. $CIFR $IREN!
Image from JM (@BTCStocksInvest)
3
14
1,423
Promised few of you will be posting only daily ups and down of the 8 digit gains. And shall do so until $CIFR hits $100 and $IREN hits $300. Most people still underestimate what happens when: 1) Cheap Power meets AI demand 2) Infra meets scarcity 3) Time meets conviction
Image from JM (@BTCStocksInvest)
9
3
1
113
14,483
JM retweeted
IREN (@IREN_Ltd) profile picture
IREN
@IREN_LtdJun 1
IREN has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with Microsoft. This represents the highest publicly rated investment‑grade GPU financing and the first in the U.S. private placement market. @danroberts0101, Co-Founder and Co-CEO of IREN, said: “Securing investment-grade financing on these terms reflects both the quality of our customer contracts and the fact that we own the data center infrastructure these GPUs run in. That combination broadens our access to institutional capital and lowers our cost of capital as we scale.” Learn more: iren.gcs-web.com/static-file…
Image from IREN (@IREN_Ltd)
92
256
78
2,377
462,460
The legendary Stan Druckenmiller once said making small number of high conviction bets is all you need. I ve been long $CIFR from $2 and $IREN from $5. And I am convinced, one day, $CIFR will be $100 and $IREN $300. And that day is coming soon ✌️
9
6
151
10,861
Load more