InvestmentGuru(@InvestmentGuru_):$IREN is becoming one of the most interesting AI-infrastructure plays. $MSFT has officially accepted Horizon 1, triggering the first billing under the massive $9.7B, 5-year contract. $NVDA has also certified IREN’s Childress campus with Exemplar Cloud status after GB300 testing. The bigger question now is execution: Horizons 2–4, AI cloud revenue ramp, financing, and the shift away from Bitcoin mining. With FY2026 earnings on Aug. 27, IREN is definitely one to watch. $WULF $CIFR $APLD

InvestmentGuru

@InvestmentGuru_

参加 January 2019

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InvestmentGuru@InvestmentGuru_

2026.08.23 15:07

$IREN is becoming one of the most interesting AI-infrastructure plays. $MSFT has officially accepted Horizon 1, triggering the first billing under the massive $9.7B, 5-year contract. $NVDA has also certified IREN’s Childress campus with Exemplar Cloud status after GB300 testing. The bigger question now is execution: Horizons 2–4, AI cloud revenue ramp, financing, and the shift away from Bitcoin mining. With FY2026 earnings on Aug. 27, IREN is definitely one to watch. $WULF $CIFR $APLD