igoringa

congrats!!!

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The first data center that gets cancelled, this whole thing will come crashing down.

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i'm trying not to take what you said out of context so what is the context? There are data center cancellations all the time - it's pretty well known that over half of those announced this year are delayed or never gonna happen

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What are you thinking?

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well, I think we have some time because I can't see anyone exercise anytime soon with that much theta sitting in them. 10/10 is when my share switched to long-term so it's a decent incentive to keep it going so I might just roll out the calls. I haven't had a chance to study yet as I'm out of my office.

damn have 230 covered calls on 1/3rd of my position - Jan 27. was not expecting to make a decision this quickly.

So I chickened out on the quarter bet as I was worried with the run being so strong leading in. I did buy 5 5/15 175s yesterday - those should do OK lol (now watch PPI blow everything up).

My covered calls on a 1/3rd of my position (230 Jan) all of a sudden really seems to be in play. Good problem to have.

I haven't decided if I'm gonna place a wager on earnings.

I have 1500 shares and 500 of them. I have a cover against at 230 January 27 strike.

And here we go.......



NVIDIA and IREN Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure

NEW YORK and SANTA CLARA, May 07, 2026 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) and IREN Limited (NASDAQ: IREN) (“IREN”) today announced a strategic partnership to accelerate deployment of next-generation AI infrastructure.
As part of the partnership:
•NVIDIA and IREN intend to support deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN’s global data center pipeline over time.
•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.
•As part of the partnership, IREN issued to NVIDIA a five-year right to purchase up to 30 million shares of ordinary stock at an exercise price of $70 per share, resulting in a right to invest up to $2.1 billion, subject to certain conditions including regulatory.
The partnership is intended to accelerate deployment of large-scale AI factories by combining NVIDIA’s DSX AI factory architecture with IREN’s expertise across power, land, data centers, GPU deployment and infrastructure operations.
Future deployments are expected to focus on IREN’s 2-gigawatt Sweetwater campus in Texas, which the companies expect to serve as a flagship deployment for NVIDIA’s DSX architecture.
“AI factories are becoming foundational infrastructure for the global economy,” said Jensen Huang, founder and CEO of NVIDIA. “Deploying these systems at scale requires deep integration across the full stack — compute, networking, software, power and operations. IREN brings the scale and infrastructure expertise to help accelerate the buildout of next-generation AI infrastructure globally. Together, we are building for the age of AI.”
“This partnership combines NVIDIA’s AI systems and architecture leadership with IREN’s expertise across power, land, data centers, GPU deployment and infrastructure operations,” said Daniel Roberts, cofounder and co-CEO of IREN. “Together, we believe we can accelerate deployment of AI infrastructure and expand access to compute for AI-native and enterprise customers globally.”

Limped in with 400 shares on the pullback on earnings.

boost run I've taken a real small position. I need to look at it more, but I find it promising on the surface.

Kill, I would have to forget a lot of of the last several years to buy into them. One thing to balance with these bitcoin minor transferring over is so many of them really do not have anything besides the power. What I mean by that is they didn't build Dan centers. They literally drop off empty cargo containers because the mining ASICs don't need much to mine. I have visited several over the years.

what i like about Iren is they built data centers and bitcoin was nothing but a plug in time until they're data centers could be repurposed for their intended purpose - that's a significant cost difference in conversion, which is why iron was able to convert their Canadian so quickly this year - they've built the bones. Bit farm had a reputation from my research in the past it was well earned.


Now I don't want to be hypocritical because I truly think power still is the key and 70% of the data centers that I've been announced won won't happen because the power will not be there - so bit farms secured 340 MW does have some value - to me, though it is starting from scratch with it - unless I'm being unfairly punitive about their infrastructure.

Boost run also has the management that makes me think execution is less of a risk than bit farms.

Sorry if this post is a mess talking into my phone

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And tradable float is just 4.99 million so when people pile in it has nowhere else to go but up.

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And 6.6 million shares traded today? Jesus, 1.3 times float - that is some hella flipping going on.

And nasdaq shows 31 million shares yesterday traded?!?