$IREN CEO “A number of analysts are saying we need 45 GW of new data centers by 2028. We’ve got 3 GW of that. That's the shortfall. So there’s an enormous opportunity.”

$OSCR - What I truly care about… “The individual market is the only source of affordable health coverage for 22 million people who power our economy,” said Mark Bertolini, CEO of Oscar Health. “Our market serves the small business, service, and farming sectors, and can meet the healthcare needs of 100 million more working people. Oscar is shaping the future of individual healthcare with affordable, innovative plans and a superior member experience. Our disciplined pricing and geographic expansion position us to profitably grow market share, and we are confident in our ability to expand margins and return to profitability in 2026.”

Un patrimonio no se vende. Se tiene, se mantiene, se hace crecer, se hereda.

Tengo empresas en 8 países. Y solo en España tengo que demostrar mi inocencia. Tengo empresas en muchas partes de Europa. Mi compañía eléctrica está en 8 países, pero en el único donde tengo que demostrar mi inocencia como empresario es aquí. En España se parte de la base de que el empresario es un explotador. Yo, quiero dejar claro que estoy a favor de pagar impuestos. Creo en contribuir y en sostener el sistema. Pero también creo que alguien debería justificar en qué se gasta. Porque estoy cansado de dos cosas: De darles mi pasta para que se la fulminen. Y de que me traten como a un criminal por defecto. En este país, desde el primer momento te tratan como si fueras un caso policial. Hacienda está politizada y el mensaje es: si generas empleo o tienes patrimonio, cuidado, que te toca demostrar que no eres culpable. Y no. Ni los empresarios somos explotadores en general, ni los sindicalistas son vagos en general. Hay que analizar caso a caso. Lo más surrealista es que un inspector puede cobrar un bonus solo por abrirte una inspección aunque luego no encuentren nada. Eso, sinceramente, solo pasa en España. Pagas, creas empleo, cumples y aún así parece que tengas que pedir perdón por hacerlo. Así no se anima a nadie a emprender. Ni a quedarse.

I think this is a very important post if you’re investing in AI/HPC. The bottleneck is power. You can’t just generate it out of thin air. When $SLNH builds they plug in behind the meter of existing energy supplies using a mixture of otherwise wasted energy and grid power to attain Tier 3 uptime. This gives them a cost advantage as well over competitors.

$GRAB operating income has improved for 14 consecutive quarters and just turned positive

MY TAKEAWAY FROM $CIFR CALL. THEIR RISK MANAGEMENT WHAT DREW ME TODAY TO KEEP CIPHER IN MY PORTFOLIO FOR LONG TERM HOLD. $CIFR — Quiet execution, real contracts, real strategy. Cipher isn’t just a Bitcoin miner anymore — it’s building the energy backbone for the AI-compute era. And what stands out most from this update is how methodical and risk-aware their approach has become. They’ve endured the painful bear cycles of crypto, and it shows. Instead of hyping “Neo Clouds” or chasing flashy AI buzzwords, $CIFR is focused on measured execution and sustainable growth. They’re starting cautiously — with a 56 MW pilot program to learn the true economics of direct AI compute before scaling up. As cash flow rolls in, they’ll expand gradually and intelligently. That’s risk management done right — scaling with discipline, not emotion. Key highlights from today’s update: •$5.5 B, 15-year AWS lease (300 MW) — starting 2026 •$3 B, 10-year Fluidstack/Google lease (168 MW) — delivery by Sept 2026 •1 GW Colchis site in West Texas already under development (COULD BE THE ONE OF THE FIRST FULL 1GW DATACENTER WITH 95 % OWNERSHIP) •$72 M revenue, $41 M EBITDA, $1.4 B cash, minimal short-term debt This isn’t the tone of a speculative miner — it’s a company transforming into a steady, infrastructure-driven cash-flow machine. What stood out most to me is how strategic and careful the team is being — deliberately learning, managing risk, and building durable value. To me, that’s exactly the kind of business I want to hold long term. I’d rather own a company scaling its AI cloud slowly, sustainably, and profitably than one that front-runs hype and burns cash. Awesome team. Calm execution. Long-term vision. $CIFR remains a solid hold in my portfolio. ⚡️

As of now the market has priced in 1 deal in for $CIFR I believe the stock is now tracing to new highs for a potential second deal by the end of the year. $CIFR Currently has 56 MW available now at Barber Lake and 150MW to 300MW at Black Pearl. We do not know the size of the next deal but I believe at a minimum it will take the stock to a $10B Mkt Cap. Their cash sits at very healthy position with the CEO in a recent X space saying they have allot of cash right now, more cash than they thought they needed and they are in very healthy spot. Cipher has also expressed buying GPU's and plugging them in to rent. If they decide that entering into the neo cloud is the right move which I think it will be it will be something that the market has not yet priced in. Power in Texas has some of the most affordable industrial energy rates in the country. Many companies like Oracle, Crusoe, CoreWeave, Tesla, Microsoft, Meta and Google are building AI Data Centers which further validates the Cipher-Texas thesis. What Investors dont understand is the future potential of their pipeline and how much closer they are to energization than many other BTC to DC payers in the space. Right now Cipher is sitting on 5 Sites with energization very soon. 2 of those site expect energization by 2026 and 2027. 3 of those site are the 3M Sites (McLennan, Mikeska, and Milsin) all near Dallas a Tier 1 data center market and a central communications and peering hub. The 3M sites are 500MW each and were acquired in 2024. The image is a chart of the Load Interconnection Queue by MW's and Year. The 3M sites fall into the "Planning Studies Approved", 1 tier before "Approved to Energized but not Operational". Cipher Mining's Statement: The company stated that the sites are "currently undergoing final interconnect approval processes" and the capacity is "pending... completion of load studies at all three sites with decisions expected later this year." ERCOT Definition: The "Planning Studies Approved" category applies to "Projects that have received ERCOT approval of required interconnection studies." The Total Load in the queue is projected to increase from 33,856 MW in 2027 to 137,001 MW in 2028, and over 188,328 MW in 2030. The 1.5 GW (1,500 MW) of capacity for the McLennan, Mikeska, and Milsing sites is a substantial portion of the expected total capacity coming online for the years 2027/2028, and is what Cipher is using to secure its place in the large-scale data center market. Cipher could potentially get approval by the end of 2025. Once Cipher Mining secures the final ERCOT interconnection approval for the 1.5 GW 3M sites, the sites immediately become significantly more desirable and easier to colocate than sites still waiting for that approval. Imagine when Cipher gets the energization approval for those three sites. The market is not currently pricing any of this in. Right now, the market is just focusing on Bitcoin miners turning to AI/HPC and pumping them all, when in fact there are very few truly good ones with the great portfolio and management. As time goes on, the market will be a weighing machine instead of a voting machine. For new investors or people that want to learn: Why is energization so important? Megawatts (MW) are currently very important and highly in demand. The sooner that Cipher gets access to this, the more valuable it becomes. Of course, you can't rush greatness, so when it happens, it happens. But energization approvals can take years and will only take longer the more MW are being applied for. So, if you're early to the party, you are definitely steps ahead. From a revenue standpoint, you are in a safer spot if you have MW available now because the demand is so high while the supply is so little. We don't know what the supply and demand will be five or ten years from now; we can only estimate." $IREN $CIFR $BITF $CLSK $WULF $NBIS $CRWV $APLD $riot $GLXY $HIVE

I truly believe $CIFR is wildly undervalued at these levels. I am currently processing everything that was said today. I believe we are going higher as the markets digest this information.

🚨 JUST IN: $CIFR has signed a 15-year, $5.5B data center lease with AWS to provide 300MW of AI capacity starting in 2026. Congrats bulls! Big Tech earnings already hinted at continued acceleration in AI infrastructure demand, today's $IREN and $CIFR deals just confirmed it. 👀

Bitcoin can do whatever it wants today, Hyperscaler deals now move this sector more than Hashrate!!!

El 63% de la población tiene menos de 15.000€ ahorrados. Y solo el 2,3% de la población nacional tiene mas de 60.000€. En Twitter esta el resto, ese pequeño 0,02% que tiene diez millones en dividendos y lleva un 300% anualizado con su indexación a un ETF turco.

BLOCK 2 BLUEBIRD LAUNCH ANNOUNCED FOR SECOND WEEK IN DECEMBER Dr. V. Narayanan announced in the press conference after the successful launch of LVM3-M5 that $ASTS will be the next mission and it will take place in the second week in December🤝 Exciting times ahead! 🚀 @isro @ISROSpaceflight @ISROSight

@Mercadolibre is the only public company in the world (out of +83,000 public companies) to grow more than 22 consecutive quarters in a row at a yearly rate greater than 30%. Currently 27 consecutive quarters. @Mercadolibre es la única compañía en el mundo (de 83 mil empresas cotizantes) que crece 22 trimestres consecutivos por encima del 30% anual. Actualmente 27 trimestres consecutivos.

Incredible: Amazon's AWS revenue over the last 12 months ($122 billion) was higher than the revenue of 465 companies in the S&P 500. $AMZN bilello.blog/newsletter

The 30 Second Run Down $AAPL Beat $AMZN Beat $MSFT Beat $GOOGL Beat $META Kind of Beat October Rate Cut QT Ends in December AI Capex Up because Demand is insatiable Clouds would be growing faster but capacity constrained The Boom is still VERY EARLY IMO. Any short term pull back feels like first class fuckery.

I am increasingly confident that this idea could work

Manolo González, entrenador del Espanyol, sobre la cancelación del Villarreal-Barça en Miami. "No pasa nada, ¿no? Porque como no había dinero por el medio... Como nadie salía beneficiado por jugar allí, entiendo que no pasa nada".

😳28.000€ de patrimonio cobrando +9000€ al mes desde hace muchos años... Tiene un préstamo y una hipoteca tras una década ganando más de 9.000€ al mes. Da la impresión de que podría aprender a invertir mejor. Cultura financiera en colegios!

Imagina que no hay cotizaciones, todas tus empresas son privadas. No puedes ver los precios. Qué vigilas? Resultados financieros? Decisiones estratégicas? Reinversión? Pues deja de ver precios y vigila eso siempre. Los precios de un año a otro no te dan ni te quitan razón.