mon(@moninvestor):$IREN - Jensen Huang is basically confirming what I have been saying for a while. The biggest bottleneck in AI infrastructure is land, power and shell. NVIDIA is now willing to help secure these resources because compute demand is growing faster than infrastructure can be built. This is extremely relevant for companies like IREN that have spent years securing large power positions. The GPUs will change every few years, but the land, power and grid connections can support generation after generation of compute. This is exactly why I believe IREN's >5 GW power portfolio is so valuable. Stock +5% today. It's only matter of time.

2026.08.17 16:34

$IREN - Jensen Huang is basically confirming what I have been saying for a while. The biggest bottleneck in AI infrastructure is land, power and shell. NVIDIA is now willing to help secure these resources because compute demand is growing faster than infrastructure can be built. This is extremely relevant for companies like IREN that have spent years securing large power positions. The GPUs will change every few years, but the land, power and grid connections can support generation after generation of compute. This is exactly why I believe IREN's >5 GW power portfolio is so valuable. Stock +5% today. It's only matter of time.