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McFly
Ex IT. Current Accountant. Passion Designing
Bullish $CIFR $IREN 🔥
Why?
- They both have low power costs which is a competitive advantage
- Pressure is on the tenants rather than the landlords
- Trump focus on making tech companies pay their own way may include them fund a new power generation or grid upgrades. $CIFR & $IREN both have operational or near-operational energy infrastructure making their existing capacity a moat.
Who the Trump Policy might affect?
The tenants, the ones buying power from the grid.
$AMZN $MFST $META $GOOG $NBIS $CRWV …
Jan 13, 07:45
*TRUMP: TECH COMPANIES MUST PAY FOR DATA CENTER ELECTRIC BILLS
*TRUMP: HAVE MUCH TO ANNOUNCE IN COMING WEEKS ON DATA CENTERS
$IREN $CIFR
They all have assets coming online before 2028 🔥
Keep in mind ERCOT (Texas) is widely recognized by energy analysts and developers as having the fastest "queue-to-commercial-operation" timeline on the continent.
Jan 10, 01:40
Load queues in Texas increased by nearly 300% (= 4x) in 2025.
Anyone that's looking for power TODAY can expect to receive the approvals >5 years from now.
I'm glad $IREN's management saw this coming years ago, locking up ~3 GW well before anyone cared.
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This is for a 1.2 Gigawatt campus for 2030..
$IREN has a 1.4GW campus coming online in 2026 for cloud + colo
$CIFR has a 1GW campus coming online 2028 for colo
They both can build datacenter’s to tenants design.
2026 Will be the hall of fame of most energy acquisitions.
Jan 9, 19:11
$META signed a nuclear power partnership with $OKLO to support long-term data center demand.
The deal centers on a planned 1.2GW nuclear energy campus in Ohio with Meta able to prepay for power to fund deployment with initial capacity targeted around 2030.
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