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Beyond D&A: The Real Economics of Datacenter GPUs
IREN Just Graduated: From “Interesting Miner” to Contracted AI Infrastructure
Needle-moving theses for PACB over the next 18 months
Tesla: Paused, Not Broken: Why This High-Base Could Be the Launchpad
Macro Review: the “Chokepoint” did its job
IREN: MSFT pop fades – watch $56–58 support, $76 breakout line
IREN × Microsoft: Contract big enough to reset the model
IREN: Power-First, Build-Fast, Bare-Metal. This Is What an AI Infra Winner Looks Like.
IREN: Bounce Or Breakdown?
PTJ Just Plugged Into My Macro Map: Melt-Up First, Debasement After
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