The condescending tone around $IREN needs to stop. They signed a way better deal than the last one. The secured a strong partnership with $NVDA They added 500MW of secured capacity. They added 650 Software Engineers through their Mirantis Acquisition with $150

Sumeet Vandakudari 1. IREN is determined to make SW1 be Vera Rubin campus. Those will come in 2027 so likely will take their time to negotiate. 2. Yes Up to 5GW blocks out ASIC deployments for 5GW secured now. IREN has 2-3GW more down the pipeline. Nvidia is still the best chip - their market cap

Just a quiet week at $IREN 🥱💤 🔥 SweetWater Energisation ✅ Immediate Power Access to 1.4GW ✅ Reduced “Time-to-Compute” ✅ Operational Scale for Mega-Contracts ✅ Strategic Infrastructure Moat ✅ Vertical Integration Proof Point 🔥 Mirantis acquisition ✅ Cloud software

$NVDA said to $IREN "ill give you something better than a immediate cash injection for shares, ill rent our own gpu's from you air-cooled and at a 18% higher rate than your last liquid cooled B300's." This is how strong partnerships are built 🤝

LATEST: ⚡ Bernstein set a $100 price target on IREN, implying 76% upside, after it secured a $3.4B AI cloud contract with NVIDIA and a $2.1B equity investment option.

$IREN 109M Traded Shares Never happened before in its entire history +7%🟢

Tesla AI Vision deploys airbags before impact, which greatly reduces risk of injury or death. This comes for free on all new cars.

Overnight, $IREN traded almost AUD $10 billion in a single session on the NASDAQ - more than the entire ASX 🏛 The heart of Australia's financial markets's on-market daily turnover of AUD $7.5 billion. I'll be honest. That number is humbling. But it also stings a little. Because two and a half years ago, we were told we