Pulse Capital(@pulsecapitalx):This is why I’m bullish $IREN — thanks for flagging it @outliercapx Not the 2030 model. Batch Zero. Sweetwater is already base load on ERCOT. That’s a scarce ticket, not a slide. Horizon 1 is live. Microsoft took it. NVIDIA stamped Exemplar. Closed-loop cooling on a 200MW site uses about as much water a year as 3 houses. Market is pricing CapEx fear. The bottleneck is approved power. They already have the plug. How much is 1 approved GW on ERCOT worth once the rest of the country starts saying no?

Pulse Capital

@pulsecapitalx

Pulse Capital | Asymmetric AI infra & semis Deep-dive theses + my real holdings

参加 October 2023

73 フォロー中 62 ファン

Pulse Capital@pulsecapitalx

2026.09.20 16:51

This is why I’m bullish $IREN — thanks for flagging it @outliercapx Not the 2030 model. Batch Zero. Sweetwater is already base load on ERCOT. That’s a scarce ticket, not a slide. Horizon 1 is live. Microsoft took it. NVIDIA stamped Exemplar. Closed-loop cooling on a 200MW site uses about as much water a year as 3 houses. Market is pricing CapEx fear. The bottleneck is approved power. They already have the plug. How much is 1 approved GW on ERCOT worth once the rest of the country starts saying no?