Dan 🤖🌥❤️ 🚀 @mcF_dan
∞/21m https://t.co/SBEFyiFUAr Phoenix, AZ Joined September 2016-
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$IREN Call holders soon: x.com/jtsla4/status/…
$IREN ’s Sweetwater is much larger in raw MW/GPU capacity. $NBIS ’s deal looks huge ($17.4B), but Sweetwater could theoretically support >$50B of contracts if filled with a similar contract as with Microsoft.
$IREN
New video: AI/HPC Datacenters 101, with $IREN making a cameo 👀 youtu.be/dhqoTku-HAA?si…
Big announcements usually don’t drop on Fridays, companies want a full trading week for investors to digest. For $IREN, keep your eyes on Monday for any major news in the delayed monthly report.
@mcF_dan @mikealfred $50 soon
Shake-out before breakout dynamic: the market still trades $IREN like $MARA, when structurally it’s marching toward looking like a mini-CoreWeave. The math points to $50 before EOY.
$IREN Technicals eventually bend to fundamentals. Momentum traders can push price below “fair” value during shake outs, but when the next GPU delivery hits or a colocation deal closes, the fundamentals supply the catalyst for the next leg up. $50 loading...🚀
Each 50MW liquid-cooled block at $IREN ‘s Childress campus (H1 & H2) could add ~$5B to market cap. • 50MW × $8.5M EBITDA/MW = ~$425M EBITDA • 12–15× multiple = $5–6B value per block H1 + H2 = $10B+ potential that is not priced in
I feel like it doesn't even need to be said. $IREN identifies Fluidstack as a demand partner in its earnings presentation. @danroberts0101 says that IREN and Fluidstack know each other quite well and that H1 is being reconfigured for diverse use cases (which would make sense if…
Waiting for $IREN to announce a large GB300 purchase for Childress or a great value colocation deal... and these are not mutually exclusive.
Is AI a bubble or constrained? $IREN $WGMI
Is AI a bubble or constrained? $IREN $WGMI
If you don’t think IREN can be a $100B+ company in the coming years, you’re either not paying attention or you don’t understand what’s happening in AI and Bitcoin. Sometimes the truth is hard.
Keep in mind $CRWV is still loosing money and $IREN is profitable. If the market values $IREN at a $CRWV style multiple (~12× forward revenue): $1.2–1.4B revenue × 12 = $14–17B market cap or $44-51 per share. The market needs to price in the 60k Blackwells they will deploy.
🤯🤯A New Paradigm shift for $IREN🤯🤯 I don't use the mind blown emoji often, but when I have used it, like I did for $IREN's BTC mining fleet around the same time last year, the predictions came out almost exactly to be true. It transformed IREN into a FCF machine. After the…
$IREN ‘s Sweetwater is worth at least $1-4B, probably more since they bought the long lead items and are ready to go live in April.
$IREN ‘s Sweetwater is worth at least $1-4B, probably more since they bought the long lead items and are ready to go live in April.
$IREN i just learned the intern accidentally cropped the image! @danroberts0101 @mikealfred (Disclaimer: the picture is fake, just like SemiAnalysis DD and not financial advise) On a more serious note lets have a quick look at this Dec-26E projection and why the 2026 bar…
Q1 2026 : $IREN hits 20k GPUs at Prince George: $400–500m AI EBITDA. AI: 20× multiple = $8–10B BTC mining ~$600m EBITDA gets 5–6× = $3–3.6B (conservative est). AI could be worth more than the entire mining biz. Paradigm shift = $50 per share Now add in Childress and SW.
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