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The Fundamentalist
@funmenati
$NBIS, $IREN, $NVDA, $OSCR, $HIMS, $BMNR Bull European investor in love with fundamentals
Joined May 2026
388 Following    5.3K Followers
$IREN Exactly $22B is financed by these two instruments, which leaves you with $3B - $8B cash that needs to be raised somehow There are so many misleading posts on both ends right now It is actually 73-88%
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The more I read on X about $IREN the more I realize how many people take no time to digest and understand what is being told. Yes, there will be 30B CAPEX. *95-100%* of that is paid for via customer prepayment and financing. ZERO dilution needed. Buy while others are ignorant.
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