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Call · @ilzmcfly · unranked

@ilzmcfly

@ilzmcfly · Sun, Aug 16

McFly@ilzmcfly
I think this should be a talked about more. If NBIS was able to scale to 5GW of contracted Capacity and build their own way. Does this kill the IREN thesis of procuring power & land early and being their own GC? No, grid-connected capacity has not gotten easier to get. There
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tweeted Sun, Aug 16 · counted from Mon, Aug 17 close

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Long IREN · High confidence

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High0.91

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Mon, Aug 17 · market close

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