Call · @moninvestor · #154 on the leaderboard
@moninvestor
@moninvestor · Tue, Sep 1
mon@moninvestorMicrosoft was exactly the kind of contract $IREN needed when it was proving the model. Now that 2026 capacity is largely sold out, more than $4B of ARR is contracted and 2027 capacity is already being negotiated, IREN has much more bargaining power.3d agoview on X ↗
Microsoft was exactly the kind of contract $IREN needed when it was proving the model. Now that 2026 capacity is largely sold out, more than $4B of ARR is contracted and 2027 capacity is already being negotiated, IREN has much more bargaining power.
tweeted Tue, Sep 1 · counted from Wed, Sep 2 close
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