Trinity @TrinityInvests
High-conviction emerging tech, AI infrastructure, photonics, diagnostics, with a preference for real revenue and a second growth engine Atlanta, GA Joined July 2025-
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@TheBigDegen Few understand this, but they soon will.
@Growupward777 x.com/trinityinvests…
$IREN i continue to reflect on Dan’s comments on the last EC around the Financing Flywheel. As if he saw this day coming when yields will rise and credit tighten. I believe there is no other Neo-cloud positioned to weather this environment more than IREN. In summary: 1.
@MariineBT that, and pairing GPU-backed financing, covers 96% of GPU capex. On top of that, IREN owns the LPS fully unencumbered by debt, which is another vehicle for low yield asset-backed financing.
Turns out dilution to raise capital was better than raising debt. This table is going to look a lot different in 6 months. You are favoring a company that is running Vineland off temporary generators and unpermitted fuel cells. With a lot of community pushback. I am not denying $NBIS has been the better choice this year. I’m just saying the story will start shifting in 2027.
The amount of bots on this app is extremely discouraging. Seeing a lot folks leaving X because of this very reason. Must boost X’s MAUs? Cant see another reason why @elonmusk would allow it.
This is what I’ve been saying all along. Great to hear from Dan himself. Shutting the door on the doubters and naysayers. This is not a company that runs off debt.
A lot of questions this week on funding, so here's how a GPU typically gets funded at $IREN. First, the customer signs a multi-year take-or-pay contract and agrees to a prepayment. On our recent 3-year contracts, prepayments have been 45% to 55% of the associated GPU capex.
@Invst_Informant Totally agree. Haters gonna hate.
@StockMarketNerd They have $7.6B in cash on hand (including $1.76B of restricted cash). You’re worried about $7M euros? What if this is what it takes for regulatory approval on their Spain DC? Also, a lot of enterprise facing companies sponsor sports teams. Extremely common.
$IREN These comments foreshadowed everything that is currently happening, and addressing any FUD relative to execution and debt exposure (rather, lack thereof) related to IREN. I have a feeling Dan and team are not surprised at the current selloff and anxiety surrounding Neoclouds. Because when you read past the FUD headlines, IREN is in a fantastic position. Unfortunately, right now, they are catching flack from the rest of the sector.
Goldman's CommTech conference, San Francisco. 48 hours of @IREN_Ltd investor meetings, and the mood has shifted meaningfully. Key takeaways:
@haydeninvestsX They are. It reliant on debt like coreweave
$IREN i continue to reflect on Dan’s comments on the last EC around the Financing Flywheel. As if he saw this day coming when yields will rise and credit tighten. I believe there is no other Neo-cloud positioned to weather this environment more than IREN. In summary: 1.
@Tree75769 x.com/trinityinvests…
$IREN i continue to reflect on Dan’s comments on the last EC around the Financing Flywheel. As if he saw this day coming when yields will rise and credit tighten. I believe there is no other Neo-cloud positioned to weather this environment more than IREN. In summary: 1.
@OInvests I’m for it. Global player on the global stage. This will all make sense in due time.
$IREN i continue to reflect on Dan’s comments on the last EC around the Financing Flywheel. As if he saw this day coming when yields will rise and credit tighten. I believe there is no other Neo-cloud positioned to weather this environment more than IREN. In summary: 1. Contract capacity 2. Customer prepays 45% - 55% of GPU capex upfront 3. GPU debt financing covers the rest* 4. Combined, prepayments + debt cover 100% of the cost of the GPUs 5. Residual cash starts funding next tranche of GPUs 6. Contracted cash flows service the debt and fund further expansion, removing the need for dilution *Asset backed (GPUs, LPS) debt-financing results in lower blended rates of 6%-9% FIXED NFA
@pepe_maltese This is a great analysis. There is not another management team i would trust to execute given their backgrounds in capital management and infrastructure.
$IREN People were throwing shade at IREN’s leadership because it wasn’t technology centric. I’m telling you, this is the experience you need in Management if you want to make it out of the current environment alive. There is nothing more important than debt and capital
@BitcoinAIGuy I haven’t gone anywhere. Just my profits are gone.
$IREN People were throwing shade at IREN’s leadership because it wasn’t technology centric. I’m telling you, this is the experience you need in Management if you want to make it out of the current environment alive. There is nothing more important than debt and capital
@moninvestor Agreed, they have to execute and prove out the financing flywheel.
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