The Analysts

Call · @jiahanjimliu · unranked

@jiahanjimliu

@jiahanjimliu · Thu, Aug 13

Jim Liu@jiahanjimliu
$IREN: Successful H1 Acceptance $IREN has successfully delivered 50MW IT H1 to MSFT. This is the first domino to fall for IREN’s ramp to execution. Execution converts to AI revenue which will rerate IREN at significant AI Revenue threshold at ~200m/quarter which is what $NBIS
22d agoview on X ↗

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

Read as

Long IREN · High confidence

Confidence

High0.98

Counted from

Fri, Aug 14 · market close

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