𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 (@Agrippa

𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬

6,361 posts

𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬

@Agrippa_Inv

ᴘᴇᴄᴜɴɪᴀ ɴᴏɴ ᴏʟᴇᴛ

Money Printer

Joined March 2022

Pinned
𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Nov 13, 2024
$IREN - Complete A-Z investment case In this post I’ll cover why I expect this hyper-growth stock to crack $150 over the next 18 months—representing a gain of 1150% from its current price of $12 📈 I went ‘All-In’ this stock, and for good reason…. 🧵
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Oct 30, 2025
Why I Took a Break from X Many of my followers assumed my absence from X over the last couple of months meant I had “retired” after the massive gains on $IREN – a stock I’ve been all-in on since last year at a mid single-digit avg. entry price. That couldn’t be further from the
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Nov 3, 2025
$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Nov 6, 2025
$IREN just had one of the best earnings calls in the company’s history. My expectations were pretty tame going into this earnings release, since we already had the "big news", i.e., the $MSFT deal, that announced earlier this week. However, management really delivered in the Q&A
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Jun 27, 2025
I’m currently working on a new deep dive on $IREN $IREN isn’t the easiest stock to grasp & I have noticed a lot of misconceptions floating around that mischaracterize what the company actually is or does. In my upcoming post, I’ll clear up a lot of that confusion and lay out
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Jul 3, 2025
🚨 $IREN just purchased 2.4k Blackwell GPUs (B200/B300) What most investors don’t realize is that $IREN's GPU cloud is among the only ones capable of offering *air-cooled* B200/B300 GPUs at scale. Unlike the GB200/GB300 models, which require extremely CAPEX-intensive
IREN
@IREN_Ltd
Jul 3, 2025
$IREN is pleased to announce the expansion of its AI Cloud business: - Purchase of ~2,400 NVIDIA Blackwell GPUs (B200/B300) - Fully funded from cash reserves - Deploying at Prince George data center - Increases total fleet to ~4,300 NVIDIA GPUs - Unlocks next-gen training and
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Feb 28, 2025
$IREN has a serious problem... In this deep-dive post, I’ll shed light on $IREN's Achilles' heel: its Investor Relations (IR) & Communications Strategy. Although $IREN is one of the best-positioned data center companies in this AI-driven paradigm shift, its stock trades like a
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Oct 26, 2025
Replying to @aleabitoreddit
Ouh man 🤦🏻‍♂️... I rarely read such "smart sounding" bad take. What you are failing to realize (or deliberately avoiding to point out) is that there are 2 different "orchestrations": Type 1 is the customer-facing stack: things like Kubernetes/Slurm/Ray, model serving, MLOps, etc.
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Nov 21, 2024
$IREN; Complete Disconnect to Fundamentals $IREN is currently making well over $25 million in monthly operating cash flow, which equates to ~$320 million on an annual basis. --> Just for its $BTC mining operations, not including AI/HPC. In a couple of weeks from now $IREN is
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Feb 12, 2025
$IREN absolutely crushed it: $18.9 mill of net income for Q4 (Q2 FY 2025). 💥 They are the 1. & most likely only $BTC miner to post POSITIVE operating income for this quarter –– excluding FASB gains. $IREN is the leanest & most efficient operator in the space... by far! 👑
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Jun 20, 2025
$IREN is easily the best hyper-growth stock right now — especially at this valuation. 👉 173% YoY revenue growth 👉 181.4% YoY net income growth Net Margins = 16.3% & rapidly widening Absolutely MASSIVE pipeline ahead in the AI data center space. P/S ratio barely over 6,
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Mar 26, 2024
$CLSK - my next 10-15x investment 📈 I recently took profits on the vast majority (~90%) of my $hims position and moved these funds into #BTC & $CLSK. In this thread I’ll go into why I sold $hims for $CLSK & lay out my investment case for this stock.
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Jan 21, 2025
For every $IREN investor concerned about the recent $1 billion ATM announcement: 👇 It’s clear to me that this move is directly tied to upcoming AI and colocation deals. $IREN doesn’t need $1 billion to expand its BTC mining capacity. Their recently raised 2025 target of 57 EH/s
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
Nov 26, 2024
$IREN CEO @danroberts0101: "2 hours ago we got an email from a trillion dollar hyperscaler that said: 'we weren't interested in Sweetwater (the 1.4 GW site) and now they are'." 🔥
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