Now picture the bargaining power $IREN holds heading into Horizon 5–6, fresh off delivering H1 on time.
Every MW they bring online just got re-rated.
And some geniuses wanted this to be pure Colo.
Stock re-rating, incoming.
The best thing that can happen to you as an investor is having a long time horizon, high conviction, and watching a stock trade completely disconnected from its fundamentals.
The market has repeatedly shown that it will re-rate $HITI once it starts posting consistently positive
H1 2027. $IREN is on the verge of 1 GW of operational capacity. From 2028 onward, it can add 1 GW every year. You look at last year’s chart. July 29, 2026: $28.91. You smile.
