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Dulce Jake Allen I have to agree with Dulce here… I sympathize with and understand where Jake is coming from. IR can’t substitute for strong execution on the operational side. Moreover, IR that “tries too hard” is often off-putting and can even serve as a contrarian signal, i.e. be a ‘red

IREN $IREN is well on its way of becoming one of the largest data center companies in the world. A single 2GW project alone is larger than most data center *markets*, absolutely massive! To put that into context; that 2GW site is equivalent to ~7% of Spain’s total energy usage.

I believe most $IREN investors don’t fully grasp the significance of this 1 detail… $IREN's Co-CEO recently clarified that the company’s largest data center site Sweetwater 1, located in West-Texas, has a RTT of just 6 ms to Dallas. Let me explain why this matters. 👇

The market just doesn’t get it... *yet* $IREN has been scouting for land with energy access since 2018 — well before the AI boom. That foresight allowed it to secure ~3 GW of grid-connected power. Incumbent data center developers can only dream of securing this much capacity.

The growth of $HIMS is nothing short of remarkable.

The US is extremely short on power, yet some companies have plenty of it 🤷🏻‍♂️ $IREN is one of the best-positioned companies to capitalize on the ongoing paradigm shift in AI compute demand.

$IREN is facing its most critical earnings call Tomorrow, $IREN is arguably holding one of the most consequential earnings calls in the company’s history. So far, the market isn’t buying $IREN's 'AI story' — as evident by its valuation, the 2.91 GW of secured energy is being

Amazing Q1 for $IREN! 👏 Didn’t expect anything less — now for the 2. quarter in a row, the ONLY company mining $BTC profitably. Revenue: $148.1m Net Income: $24.2m Fastest-growing & most profitable entity in the space. No doubt the move into AI will be just as successful. 📈

$IREN is not a “Bitcoin miner” — it’s one of the fastest growing data center companies in the world. Eventually, everyone will understand this key distinction — likely after the stock is already trading at much higher multiples.

I’m currently working on a massive deep dive on $IREN's Q1 (FYQ3) earnings. Despite muted investor sentiment, there’s a LOT to unpack. The deep dive will provide valuable context and key insights — a must-read for any $IREN investor or anyone considering a position. Dropping

$IREN Simply Wall Street "Fair Value" price target: $92 After $IREN's stellar Q1 earnings last week — with over 170% YoY revenue growth and 16% net margins — price targets are being upgraded across the board. I remember when Simply Wall St had a price target below $5 not that

Had a great dinner last week with the $IREN team Spent a couple of hours speaking with $IREN's CCO, Kent Draper — mostly about the company’s exceptionally strong positioning in the broader AI/HPC market. His depth of knowledge and sheer confidence were genuinely impressive.

I personally met $IREN's Operations Team — here are my key takeaways: Last week, I visited $IREN's massive 750 MW Childress site and had the privilege of speaking for several hours with key operations executives, including: → David Shaw, Chief Operating Officer → Giles Walsh,

Strong price action on $IREN today. The market seems to be slowly catching up to reality. There is NO other data center play growing at this pace — *profitably*. May 2024 (Monthly): • Revenue: $16M • Electricity Costs: $8.2M • Gross Profit: $7.8M May 2025 (Monthly): •