Independent investor focused on concentrated conviction and asymmetric opportunities. NFA
United States
Joined August 2025
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Been a little quiet on here the past couple weeks.
Wrapped up my summer internship, moved back from Florida, moved back to school, started classes, got back into work (2 jobs), training, and everything else that comes with getting settled into a new semester.
X took a back seat for a bit.
I’ve definitely missed being active on here though. The conversations, research, ideas, and especially the people I’ve met through this account are a big part of why I enjoy doing this.
Things are starting to settle down now, so I’m looking forward to getting back into writing, researching, and being more involved again.
You get the idea.
And there you have it $IREN H1 has been delivered
Horizon 1: delivered.
IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72.
Read more: iren.gcs-web.com/static-file…
Lando retweeted
Horizon 1: delivered.
IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72.
Read more: iren.gcs-web.com/static-file…
I just made a LinkedIn post for the first time in several months, and it might be the WORST platform ever.
It's constant AI slop, fake engagement, and meaningless, yet everyone in the "professional" world posts there
I cannot wait til I can delete my profile 😂
$IREN GB300 on NVIDIA's official website!!
Another step in the right direction for IREN, I guess the information we learned at RAISE is finally coming to life!
All things considered, IREN is moving in the right direction. Will be monitoring closely
h/t: @OMCapitalGroup
Source: nvidia.com/en-us/data-center…
Lando retweeted
No really.
THIS IS IT!
It could not get more obvious.
$500B of third-party capital for the buildout of "AI Infrastructure" over time.
IREN is at the epicenter of NVIDIA's plans to accelerate the deployment of AI infrastructure.
NVIDIA (NASDAQ: NVDA) and IREN Limited (NASDAQ: IREN) (“IREN”) today announced a strategic partnership to accelerate deployment of next-generation AI infrastructure.
NVIDIA and IREN will collaborate on deployment of NVIDIA accelerated compute in DSX AI factories to expand access to AI-native, startup and enterprise customers.
Today's announcement:
“NVIDIA has reached an important milestone. We began by building chips; today, we are helping create a new class of productive, investable infrastructure: AI factories,” said Jensen Huang
“As our strategic partner, NVIDIA is enabling us to scale AI factories. We are excited about further collaboration to build and fund the backbone of AI globally,” said Bruce Flatt, CEO of Brookfield
“The AI buildout will require unprecedented investment and a skilled workforce to turn that investment into the infrastructure that will help power future growth,” said Larry Fink, Chairman and CEO of BlackRock
We continue to be enormous investors globally across the NVIDIA ecosystem, and this announcement further underscores our confidence in their platform and the future of AI infrastructure.” Jon Gray, President and COO of Blackstone
THIS. IS. MASSIVE. FOR. $IREN.
It’s officially been 1 year for me here. You guys are awesome!
If you asked me a year ago where I’d be today I would’ve never guess nearly 6k followers
Those aren’t even that important to me. It’s the network here + relationships that have kept me here. Thank you all for everything
- Lando
#MyXAnniversary
🚨THE STRAIGHT IS OPEN THOUGH
IRAN WEIGHS TOUGHER HORMUZ TRANSIT RULES
Iran's parliament is reviewing a draft bill that would tighten transit rules through the Strait of Hormuz and the Persian Gulf.
Key proposals include:
• Ban vessels linked to the U.S., Israel, and other hostile states
• Block military and civilian cargo tied to Israel
• Restrict ships linked to actions against the "Axis of Resistance"
• Deny passage to parties owing compensation to Iran
• Impose fines of up to 20% of cargo value for violations
The proposal remains under review and has not been approved.
Just wrapped up presentations, internship officially over 🤝
🚨Life Update:
- Last 2 days of my internship in Florida
- Accepted another internship program for this fall semester with a Fortune 100 company (extremely excited!)
- Continuing my part-time job to help with extra income at school
All of this has been finalized as of yesterday so I’m very glad it’s all set now.
I’ll be traveling home this weekend and will finally have some more time to write/research
I look forward to finishing up here, and starting my new jobs soon. Thank you all for the support
- Lando
Can someone tell me what’s going on with Iran, Oman, and the US??
Who do we even believe 😭
STRAIT OF HORMUZ DRAFT DEAL AWAITS FINAL APPROVAL
Regional officials told AP that Iranian and Omani negotiators have finalized a draft agreement on the Strait of Hormuz, pending approval from Iran's Supreme Leader.
The proposed deal is a temporary measure to ease US-Iran shipping tensions and could pave the way for renewed negotiations on Tehran's nuclear program after a previous agreement collapsed.
🚨Life Update:
- Last 2 days of my internship in Florida
- Accepted another internship program for this fall semester with a Fortune 100 company (extremely excited!)
- Continuing my part-time job to help with extra income at school
All of this has been finalized as of yesterday so I’m very glad it’s all set now.
I’ll be traveling home this weekend and will finally have some more time to write/research
I look forward to finishing up here, and starting my new jobs soon. Thank you all for the support
- Lando
Over the past few days I took a step back from X to just pause, and breathe. It’s so easy to get flustered, caught up in all the emotions, and just have life blip by.
Even though I’m young, as I age I realize how easy it is to just go through the motions, fall into poor addictions/habits, and let opportunities slip through your fingers.
There simply isn’t enough time in the day. I realized this 6 months ago when I took on an internship, full time school, and a part time job all at once. All of this while trying to maintain a social life, workout/cut weight, and invest + post on X
It’s exhausting, but what I’ve realized is nothing worth doing in life is easy. It takes sacrifice, hard work, and determination to succeed.
Going forward I’ll become more disciplined and acclimated in the markets. I’ve made some mistakes that have cost me, but I’ve learned from them.
If I was going to be 100% honest with you guys I’m down -5% in the last year. There’s been many ups and downs. Tons of impulsive and irrational decisions. Given what I’ve learned and experienced this past year I’m extremely grateful for coming near break even
I appreciate all of the connections and encouragement I’ve received up to this point, thank you all
- Lando