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Call · @ilzmcfly · unranked

@ilzmcfly

@ilzmcfly · Mon, Aug 17

McFly@ilzmcfly
$IREN | 2027 Power vs. Compute Correct me if I'm wrong but if this is true, are we not capacity short in 2027? 2027 Expected MW/GW Additions — Hyperscalers & NeoClouds IREN ->730 MW Nebius ->1 GW CoreWeave ->1 GW estimate xAI -> 6–8 GW Oracle -> 4–5 GW estimate Google -> 7–9
18d agoview on X ↗media on X

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

Read as

Long IREN · High confidence

Confidence

High0.93

Counted from

Tue, Aug 18 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.