Daniel Romero(@HyperTechInvest):$IREN projected $25–30B in FY27 capex · $14B is already secured through prepayments and GPU financing · Another $8B is expected through the same means · That leaves $3–8B to be financed · The rest will come from cash flow, data center financing, and equity issuance The plan isn’t crazy, especially if there’s further share-price appreciation But so many people can’t read past the headline

Daniel Romero

@HyperTechInvest

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Daniel Romero@HyperTechInvest

2026.08.28 03:05

$IREN projected $25–30B in FY27 capex · $14B is already secured through prepayments and GPU financing · Another $8B is expected through the same means · That leaves $3–8B to be financed · The rest will come from cash flow, data center financing, and equity issuance The plan isn’t crazy, especially if there’s further share-price appreciation But so many people can’t read past the headline