Oli
@OInvests
MA Economics | Treasury | Thematic investing: AI infrastructure, Defense, Space | Core: $IREN $NBIS $MU $VRT $ASTS | Building: $CRDO $RKLB $PLTR | $BTC
加入 August 2025
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Rothschild rated $IREN at $40.
Here's what they missed:
> H2 delivery expected in October
> Unnamed customer revealed when Anthropic S-1 drops (Anthropic is speculative but highly probable)
> November earnings - first contracted revenue hits the income statement from H1 and H2
> H3 and H4 delivered by December
> March 2027 - first clean quarter. All 4 Horizons fully operational and reflecting in earnings.
$100 by March 2027 is the conservative case.
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