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π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“

@Agrippa_Inv Β· Money Printer Β· joined 03 Mar 2022

α΄˜α΄‡α΄„α΄œΙ΄Ιͺα΄€ ɴᴏɴ α΄ΚŸα΄‡α΄›

32 557Followers
1 130Following
6 991Posts total
1.6MViews on collected posts

Últimas publicaciones

π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
$IREN: The Good, The Bad, & The Ugly We just released our new $IREN deep dive into last week's earnings results. I've spent the past week going through everything; the call, the deck, the 10-K and the filings around it, and I can say this with full confidence.... I haven't 62.2K views Β· 359 likes Β· 35 reposts Β· 22 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
New $IREN Deep Dive Our $IREN Q2(FYQ4) brekadown is dropping on Substack in less than 24 hours. A major focus of the report is the company's emerging financing & capital flywheel, which is shaping up to be a real moat. That entire section won't be paywalled (= free). More on 24K views Β· 431 likes Β· 28 reposts Β· 25 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
$IREN x Anthropic I'm very confident $IREN's new "leading frontier AI lab" customer is Anthropic. Jim raises reasonable speculation here, and while I agree with parts of it, I read a few things differently. Starting with how Anthropic's deals have become public lately. Every 97.1K views Β· 635 likes Β· 43 reposts Β· 47 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
$IREN Q2 (FYQ4): My Biggest Takeaway Over the past couple of days, I’ve taken the time to rewatch the earnings call several times, go through the 10-K, and dissect every bit of new information we received. Was it a perfect earnings result / call? No. There are several things 62.2K views Β· 628 likes Β· 62 reposts Β· 64 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
@Agrippa_Inv wow someone is actually more bullish than me 7.4K views Β· 31 likes Β· 1 reposts Β· 2 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
12) Closing remarks I want to give a huge S/O to the following individuals who have helped me tremendously over the past few months by providing valuable insights and assisting with my research on this company through private discussions: @FransBakker9812 @TheKamaHsutra 27.3K views Β· 230 likes Β· 8 reposts Β· 59 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
11) Valuation & Price Target I fully acknowledge that valuing a company like Iren is a challenging task, involving significant nuance and ambiguity. BTC miners, in general, are difficult to value, as much of their revenue and subsequent earnings depend on factors outside their h 36.8K views Β· 172 likes Β· 12 reposts Β· 12 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
10) Risks Every investment carries risks, and $IREN is no exception. However, I believe its risks are relatively modest in relation to its potential upside. That said, here are the key risks associated with $IREN: BTC Mining Economics Worsening Although Iren has recently http 33.2K views Β· 81 likes Β· 4 reposts Β· 10 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
9) $BTC Mining: Diminishing Returns or Market Opportunity? Despite recent improvements in mining economics (i.e., BTC price making new ATHs), the mining industry has faced severe economic challenges over the past two years. Rising competition and Bitcoin prices that lagged https 23.6K views Β· 65 likes Β· 6 reposts Β· 1 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
8) $BTC Mining: Industry-leading Efficiency Besides being the fastest-growing BTC mining company, $IREN is also currently the most profitable. In October, the company achieved an exceptionally low energy cost of just $20,834 per BTC. Since energy expenses make up the vast https: 23.8K views Β· 72 likes Β· 7 reposts Β· 1 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
7) $BTC Mining: Unprecedented Growth Iren has rapidly established itself as the fastest-growing Bitcoin mining company in history. In 2023, it set a new industry record by increasing its operating hash rate by an impressive 250% within a single calendar year. However, this http 31.4K views Β· 74 likes Β· 6 reposts Β· 1 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
6) AI Wrap-Up & Closing Remarks I want to re-emphasize that the biggest risk to the AI/HPC sector is the potential for GPU-hour prices to decline more rapidly than expected, which would erode ROIs. While gradual price reductions are anticipated and accounted for in my models, ht 28.4K views Β· 95 likes Β· 12 reposts Β· 2 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
5) AI: Financial Metrics & Models While $IREN hasn’t yet disclosed pricing on their upcoming H200 units, they currently charge between $2 and $2.5 per GPU hour for their H100 fleet, positioning them as one of the most competitively priced options in the market. In comparison, ht 33.2K views Β· 84 likes Β· 8 reposts Β· 2 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
4) $IREN's AI ENTRY While Bitcoin mining operations currently remain Iren’s primary revenue source, the company is increasingly shifting its focus to high-performance computing (HPC) for AI cloud hosting. It’s worth noting that Iren has publicly expressed its interest in the AI 47.9K views Β· 96 likes Β· 8 reposts Β· 1 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
3) $IREN's Infrastructure Portfolio After gaining extensive experience in the energy infrastructure sector, the Roberts brothers launched $IREN with a clear focus: finding land with access to the cheapest available energy. Contrary to popular belief, many renewable energy https 44K views Β· 147 likes Β· 11 reposts Β· 2 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
2) $IREN' Founders $IREN was founded by the brothers Daniel and Will Roberts, who continue to serve as Co-CEOs to this day. Dan, now in his early 40s, takes on the public-facing role, representing the company and engaging with external stakeholders. In contrast, Will, who’s in 49.4K views Β· 128 likes Β· 8 reposts Β· 3 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
1) $IREN - Intro I believe that $IREN is THE stock to hold over the coming years, as it is positioned at the center of the two strongest 'narratives' of this business cycle & bull market – AI and Bitcoin. This small cap, with a market cap of just ~$2.3 billion, builds and https 59.5K views Β· 244 likes Β· 25 reposts Β· 5 replies Open on X β†’
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 βœ“@Agrippa_Inv
$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 monthsβ€”representing a gain of 1150% from its current price of $12 πŸ“ˆ I went β€˜All-In’ this stock, and for good reason…. 🧡 https://t.co/mx4a7rqzZR 890.3K views Β· 2.2K likes Β· 408 reposts Β· 131 replies Open on X β†’

Frente a cuentas del mismo tamaΓ±o

4 publicaciones de los ΓΊltimos 90 dΓ­as, junto al rango de 10K–100K seguidores. llega a mucha gente, pero pocos de esos espectadores reaccionan.

Visualizaciones medianas62 182esta cuenta924mediana de 10K–100K
Alcance, %190.99%esta cuenta3.62%mediana de 10K–100K
InteracciΓ³n, %0.99%esta cuenta1.52%mediana de 10K–100K
MΓ©tricaEsta cuentaMediana de 10K–100KProporciΓ³n
Visualizaciones medianas por publicaciΓ³n62 18292467.3Γ—
Alcance (visualizaciones Γ· seguidores)190.99%3.62%52.8Γ—
Tasa de interacciΓ³n0.99%1.52%0.65Γ—

Otras cuentas de este rango β†’   Comparar con otra cuenta β†’   CΓ³mo se construyen estas referencias β†’

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

47.9K13 Nov
33.2K
28.4K
31.4K
23.8K
23.6K
33.2K
36.8K
27.3K
7.4K
62.2K30 Aug
97.1K2 Sep
24K3 Sep
62.2K4 Sep

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.23%13 Nov
0.29%
0.38%
0.26%
0.34%
0.31%
0.29%
0.53%
1.09%
0.48%
1.23%30 Aug
0.75%2 Sep
2.03%3 Sep
0.69%4 Sep

Reactions β€” likes, reposts, replies and quotes β€” divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes54.5%5 787 in total
Reposts6.5%692 in total
Replies3.7%390 in total
Quotes1.6%165 in total
Bookmarks33.8%3 585 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots β€” we take one a day, and this one is on its first.

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