가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

James Chanos
@RealJimChanos
가입 August 2024
505 팔로잉 중    68.4K 팬
So $IREN, with slightly over $6B of capital employed at 6/30/26 is going to spend $25-30B in FY 2027…?! Which means they will average almost $20B in capital employed in FY 2027. On a forecast of $4B in ARR. The math still doesn’t work here.
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