Apparently this is "news". We'll if you want to know how 765kV can impact $IREN, go check out the threads below from last year.
Hint: Iren is well positioned for multiple parts of the different routes.
My earnings prediction for $IREN
The results:
- Revenue: miss, a tiny one. Mostly due to a decline in bitcoin mining revenue, and later revenue recognition of certain clusters in Prince George.
- EPS: massive miss, almost entirely because of non-cash one-offs, and inflated
They aren't even hiding it anymore
Anti data center spokeswoman Julie Waters has called upon uninformed Texas citizens to just annoy @GregAbbott_TX by calling him every day
No room for context, no chance for education, just disturbing a government office to push an agenda
Recent contracts also include customer prepayments representing approximately 45% of the associated GPU capital expenditure, reducing $IREN’s net funding requirement for those deployments
Everyone is losing their mind over a 15%+ price hike on AI servers from $NVDA, for
$IREN excells in revenue per MW with a $MSFT deal that is undersubscribing their MWs by 40%.
Yes, that's right.
Iren has placed 11 x 8 racks across 7 Scalable Units in each Horizon building.
This translates to 6,336 GB300s, that can be 1:1 replaced with VR200s.
Needless to
I wish the $NBIS bulls a day!
Good luck and I hope the market will reward the efforts, despite the potential impending delays.
I am not a fan of the rising tide that lifts all boats, but for the sake of GPU and MW economics, I hope this will be another revenue beat.
Long $IREN
I will join @bitcoinbutcher1 as co-host, and talk about $IREN delivering Horizon 1-4 in 2026.
Spoiler alert:
No community backlash, data center audit, or public hearing, can stop this train.
See you at 9:30 PM ET.
