The Analysts

Call · @xcapitalmgmt · #61 on the leaderboard

@xcapitalmgmt

@xcapitalmgmt · Mon, Aug 31

XCap@XCapitalMgmt
Increasingly thinking $IREN's new leading frontier lab deal *might* be for more than just 2026 capacity. I could be wrong so NFA / DYOR. *IREN repeated that $4.0B of 2026 capacity is signed multiple times. Zero mention of the $4.7B contracted inclusive of 2027 capacity sold to
4d agoview on X ↗media on X

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Read as

Mentions IREN · High confidence

Confidence

High0.90

Counted from

Tue, Sep 1 · market close

Rank since this call

#96 → #61 · 3 scored days

#96

Sep 1

#156

Sep 2

#61

Sep 3

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