NVIDIA MEME Token ($NVIDIA)

⚠️ A CALL I MADE IN MY GROUP (LATE CALL) ⚠️

$NVIDIA
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EJN86ReunLMUD1BcJsLnCDRcvnZs54acbhuPK4XNpump

📊 Stats
├ USD $0.0₅4940 (-12%)
├ MC $4.9K
├ Vol $230.8K
├ LP $192 ⚠️

#Solana #Memecoin #Crypto #Degen #PumpFun #AlphaCalls #SolanaMemeCoin #BNB #SOL

$IREN - The TRUTH behind the Q1 flex:

✅ Net income $384.6M - but $665M of that is mark-to-market gains on prepaid forwards + capped calls → Adj EBITDA $91.7M is the clean operating benchmark

✅ Today’s mix: $232.9M BTC mining vs $7.3M AI Cloud → yes, still 97% BTC - which means AI revenue is basically untouched upside as the GPU campuses turn on

✅ The $3.4B ARR end-2026 target = $1.94B contracted Microsoft + $1.5B BC buildout runway (based on GPU utilization assumptions)

✅ 140k GPUs is only 16% of IREN’s 3GW power envelope - the hyperscaler infra is already being engineered, paid for & power-secured

✅ $1.8B cash - funded by zero-coupon converts + GPU financing - aggressive, but this is exactly how hyperscalers are born: build before demand hits

✅ Childress redesign to Tier-3-like liquid cooling (100MW superclusters, 130–200kW racks) = they’re optimizing for high-density training loads, not hobby inference

✅ Timeline: BC full GPU conversion Eo’26, Sweetwater 1 Apr’26, Sweetwater 2 late ’27 - this is multi-year infra ramp, not a quarter-to-quarter trade

Bottom line:
IREN is already in hyperscaler territory - the Microsoft deal + NVIDIA alignment prove product-market-fit but the P&L hasn’t caught up yet.

That disconnect = the opportunity.

🟢 $IREN

More people participating in #Ravencoin mining and holding the mined $RVN is more effective than allowing #ASIC.

A profitable #KAWPOW ASIC?

It may require more complex technology than #NVIDIA's latest #GPU.

Technically, it's a very challenging undertaking.

AMZNx up 5% on $38b Amazon deal with OpenAI to supply NVIDIA chips

While the world waits for markets to open, tokenized equities are traded as headlines come out. Regular trading hours, weekends or after-hours, it's all the same on the blockchain.

Just use xStocks.

$OPAN breakout & into price discovery 📈

Nvidia chips are already being used by the PLA (Chinese army)

Chinese models trained using Nvidia hardware are being used by the PLA

Selling Nvidia chips to China makes the Chinese army stronger and the US army weaker

There's a $7 trillion global race to build AI data centers the largest tech buildout in history.

Every single one of these data centers runs on thousands of GPUs that need massive cooling systems and energy infrastructure.

China controls over 80% of the rare earth materials that power all of it.

But here's where $PVS | @PVT_Paraverse comes in. While everyone's focused on Nvidia and the chip makers, they're missing the actual infrastructure play.

The market is betting on AI's scaled profits, compensating companies NOW for what they'll produce in the FUTURE.

That means the picks and shovels the GPU computing power, the rendering infrastructure, the actual nodes that process this workload are where the real value accrues.

$PVS is building decentralized GPU infrastructure at the exact moment when data centers need exponentially more computing power, live rendering and AI workloads are exploding, and the supply chain for centralized infrastructure is vulnerable. The US designs the tech, China controls the materials, but decentralized GPU networks like $PVS can bypass the bottlenecks.

AI might be the brain and rare earths might be the blood, but GPU computing networks? That's the nervous system that makes it all work.

The demand for PVS is going to explode fast, plus it's a Chinese company with government ties. This all came together for me after the Nvidia news.

Once we break that 10M psychological level, the market will reprice this as essential AI infrastructure not just another crypto play.

Read the full thesis below to understand why anyone holding PVS with size is about to have their lives changed.

NvidiaのBanana？また面白そうな玩具を…！

Nvidia just released ChronoEdit-14B on Hugging Face

enables physics-aware image editing and action-conditioned world simulation through temporal reasoning. It distills priors from a 14B-parameter pretrained video generative model and separates inference into (i) a video reasoning stage for latent trajectory denoising, and (ii) an in-context editing stage for pruning trajectory tokens. ChronoEdit-14B was developed by NVIDIA as part of the ChronoEdit family of multimodal foundation models

Everyone knows that selling these chips to China is intentionally selling out. No one is fooled.