The Analysts

Call · @arthritisfinger · #208 on the leaderboard

@arthritisfinger

@arthritisfinger · Fri, Aug 28

Arthritisfinger@arthritisfinger
My biggest takeaway from $IREN earnings: Demand is not the problem. Its capacity. -$4B contracted ARR for 2026. -2026 capacity largely sold out. -Late-stage discussions for a significant portion of 2027 capacity. -And now another multi-year contract with a leading frontier
8d agoview on X ↗

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Read as

Long IREN · High confidence

Confidence

High0.98

Counted from

Mon, Aug 31 · market close

Rank since this call

#241 → #208 · 4 scored days

#241

Aug 31

#197

Sep 1

#164

Sep 2

#208

Sep 3

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