Compute Capital
@joshinvestsai
$IREN Bull ๐
ID: 1265809405842464768
28-05-2020 00:57:41
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๐ ๐ $IREN Daniel Roberts recently hinted towards a global footprint in Australia in Frans Bakker and โฟitcoin โฟutcher ๐ฅฉ ๐ ๐ท space. Could they be working on a project behind the scenes that we donโt yet know about?
This afternoon, Co-CEO Daniel Roberts joined Canaccord Genuity Research Analyst Joseph Vafi to discuss the latest in AI infrastructure and recent developments at $IREN, including our expansion to 150k GPUs. Catch the replay here: youtu.be/f4lsLTl-FZg
Last Sunday (3/8), Frans Bakker and โฟitcoin โฟutcher ๐ฅฉ ๐ ๐ท hosted $IREN CEO Daniel Roberts on X Spaces for what turned out to be one of the highest quality, information dense interviews I've heard on X (and elsewhere). I put together a transcript (in thread below) to prove that
$IREN CEO Daniel Roberts on The All-In Podcast along with $CRWV (CoreWeave), Perplexity, and Mistral
"Delivering infrastructure at this scale is not simple." $IREN CCO Kent Draper sat down with Six Five Media to discuss how Lenovo Data Center is supporting IREN's AI Cloud deployment in British Columbia.
If I had a direct line to Daniel Roberts (which I don't) I'd say this (after starting with thank you): i. You're solving for optionality at all times. ii. You have an open ATM. Even if you don't intend to draw on it, having a higher share price increases your optionality. iii.