StillMiningForAnswers @Mining4Answers

Still mining for answers, one idea at a time. 🧠 Sharing thoughts on whatever catches my eye. #Curiosity #Observations Joined September 2013

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182
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Dulce @litigious_dulce

5 days ago

Because the topics I will discuss in today’s $IREN's space are so complex, I am uploading my research beforehand. If it helps, copy and paste sections of my post into ChatGPT and ask it to elaborate. Executive Summary IREN’s strategy hinges on the fact that GPUs are…

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Dulce @litigious_dulce

2 weeks ago

$IREN ’s upcoming earnings are less about past events and more about future growth. Recent developments point to a miner-turned-infrastructure operator that is deliberately clearing the runway for large colocation and cloud wins—and doing so on a timeline that aligns with…

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Dulce @litigious_dulce

4 weeks ago

For the longest time, $IREN has played in bush league (i.e., a "minor" league), competing with unsophisticated, undercapitalized peers in the Bitcoin mining space. In hindsight, we know its competitive edge derives from its DNA: its leadership team. IREN’s co-founders—Daniel…

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StillMiningForAnswers @Mining4Answers

a month ago

I think this is one of the best spaces about $IREN i have heard so far. If you could listen to only one, i would recommend this one. It was a treat listing to @brianfry01 talking about $IREN's journey, strategy and future.

Frans Bakker @FransBakker9812

a month ago

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StillMiningForAnswers @Mining4Answers

2 months ago

A little bit of backstory on Prince George expansion and @FransBakker9812 great post. $IREN has always guided 85MW at Prince George. I will give an example from their SEC filing of april 2022 (see picture and link at the bottom) $IREN finished building Prince George first 50MW…

Frans Bakker @FransBakker9812

2 months ago

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StillMiningForAnswers @Mining4Answers

2 months ago

As an $IREN shareholder, my post below is why i really appreciate @mikealfred saying "As long as I am on the board, $IREN will not become another REIT" or " $IREN is quitely becoming a hyperscaler" I think every long term invester in AI infrastructure should atleast think about…

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Frans Bakker @FransBakker9812

2 months ago

@ericjackson Beyond what's currently disclosed and contracted, there’s compelling evidence that the pipeline materially exceeds 5 GW. Multiple undeclared landholdings and site options across West Texas and neighboring states have been secured by $IREN-affiliated entities. Some are outright…

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Sminston With @sminston_with

2 months ago

Introducing: The Bitcoin Battery. - - - This is a new Bitcoin price oscillator, envisioned as a battery. When in accumulation zones, the battery is full of potential energy. When the battery gets drained to near 0%, this is when the energy has been largely 'discharged', pushing…