Daniel Romero(@HyperTechInvest):$IREN projected $25–30B in FY27 capex · $14B is already secured through prepayments and GPU financing · Another $8B is expected through the same means · That leaves $3–8B to be financed · The rest will come from cash flow, data center financing, and equity issuance The plan isn’t crazy, especially if there’s further share-price appreciation But so many people can’t read past the headline

Daniel Romero

@HyperTechInvest

Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:

加入 April 2024

336 正在关注 46.4K 粉丝

Daniel Romero@HyperTechInvest

2026.08.28 03:05

$IREN projected $25–30B in FY27 capex · $14B is already secured through prepayments and GPU financing · Another $8B is expected through the same means · That leaves $3–8B to be financed · The rest will come from cash flow, data center financing, and equity issuance The plan isn’t crazy, especially if there’s further share-price appreciation But so many people can’t read past the headline

显示更多