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T2C

@TimeToCompute

Building @TimeToCompute — mapping the AI buildout & surrounding news 📰⚡️ & https://xitter.twitterapi.xyz/t.co/10IIWFG3nN - Helping you buy better 💸

 UK
TimeToCompute.com
Joined September 2025
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T2C retweeted
Kalshi (@Kalshi) profile picture
Kalshi
@Kalshi17h
JUST IN: Logitech gives all 7,000 employees a day off to play GTA 6 on release day
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Replying to @BitcoinAIGuy @aleabitoreddit
Gauc-lambo
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Replying to @aleabitoreddit @TimeToCompute
100% payments isn’t insane. 200% prepayments and 2-4x+ higher contract prices would be insane in a real supply shock. Wake me up when the real AI bubble comes 🥱
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Replying to @BitcoinAIGuy @aleabitoreddit
I have a feeling the VR’s are going to drive some of these deals
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Replying to @TimeToCompute
Coreweave did say they’re getting 100% contract value prepayments, which is kind of insane. So that sends a positive message for the other Neoclouds like $NBIS and $IREN
Image from Serenity (@aleabitoreddit)
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Replying to @aleabitoreddit
Absolutely. I’m excited to see what news Nebius brings us tomorrow!
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Replying to @aleabitoreddit
Hopefully we will see Iren/Nbis recover before EOY
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T2C retweeted
Oli (@OInvests) profile picture
Oli
@OInvestsNov 10
$CRWV with a double beat. Stock is flying.
Image from Oli (@OInvests)
The Earnings Correspondent (@earnings_guy) profile pictureThe Earnings Correspondent
@earnings_guyNov 10
$CRWV (CoreWeave) #earnings are out:
Image from The Earnings Correspondent (@earnings_guy)
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Prediction for earnings tonight: $CRWV will print Then $NBIS will print & finally $IREN will print. Trust The Process
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Replying to @CaesarCapitalz
Guy has turned into an Iren short
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Now that Citrini is owned by @SemiAnalysis_, they swapped their $NBIS short hedge for $IREN short hedge. Price action today didn’t budge. Let’s blow these manipulators out!
Ren (@ren_stocks) profile pictureRen
@ren_stocksNov 7
Citrini update on the $NBIS short, that’s been so controversial. “One quick swap we are making is $IREN for $NBIS on the short leg of the neocloud pair mostly to derisk on earnings (IREN announced and popped harder than the sector today, NBIS earnings is next week). IREN is also more stretched in balance sheet, which matters since financing reflexivity is a huge part of this.”
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Replying to @CryptoBallin_ @god414109
I can see $45 by February - higher if oil comes down, which it should do.
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Replying to @Agrippa_Inv @SemiAnalysis_
Corruption at its highest, need to be investigated
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Replying to @KennyZufall
Honestly, it would be a lovely start to a Friday
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Replying to @KennyZufall
Yeah agreed, big move though so I expect some short coverage
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I would not be surprised if $IREN does a +30% today. My main question is: is this the start of a bull market? OR are we going to give a few % back?
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Replying to @elonmusk @dvorstone
@elonmusk @dvorstone
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Replying to @franklee6924T
Fantastic write up bud
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Replying to @OInvests
Me either bro - certainly wasn’t sleepy Dan there. I could hear the enthusiasm
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Replying to @OInvests
Agreed - faith restored
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