Rob

Rob@robunhedged

$IREN Next quarter we get $MSFT revenue on Horizon 1 and likely that Horizon 2 is up and running. $BTC revenue on remaining miners should be higher too thanks to the recent spike in Bitcoin price. This company is going to grow like you wouldn't believe over the next few

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Rob@robunhedged

The first of many dominoes to fall in the $IREN thesis. Revenue will pump hard over the next couple of years.

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Rob@robunhedged

$IREN's upcoming earnings could be interesting. Prince George could be the key for AI revenue. Last quarter $IREN reported $33.6m of AI Cloud revenue (which was slightly disappointing), despite having roughly $500m of contracted ARR at PG. The important bit is that much of the

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close