Patient Investor ✈️ HOOD Summit ‘26(@PSInvestor):🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨 I don’t trust the SemiAnalysis piece on $IREN. They label Prince George the “#1 worst site in the industry” using unnamed users and “we’ve heard the stories.” That’s a much lower evidence bar than the methodology they apply when they give Platinum ratings to names like $NBIS. IREN already has $4B+ ARR contracted with Microsoft, NVIDIA and several frontier labs, plus a multi-GW power pipeline. Operational issues at one older Canadian site matter, but they don’t cancel the contracts or the rest of the build. Until they name sources or show the same testing standard they use for the companies they rank highest, this reads more like paid actor than independent research.

Patient Investor ✈️ HOOD Summit ‘26@PSInvestor

2026.09.26 03:30

🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨 I don’t trust the SemiAnalysis piece on $IREN. They label Prince George the “#1# worst site in the industry” using unnamed users and “we’ve heard the stories.” That’s a much lower evidence bar than the methodology they apply when they give Platinum ratings to names like $NBIS. IREN already has $4B+ ARR contracted with Microsoft, NVIDIA and several frontier labs, plus a multi-GW power pipeline. Operational issues at one older Canadian site matter, but they don’t cancel the contracts or the rest of the build. Until they name sources or show the same testing standard they use for the companies they rank highest, this reads more like paid actor than independent research.

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Patient Investor ✈️ HOOD Summit ‘26@PSInvestor

2026.09.23 22:14

They say they tested some $IREN capacity themselves — fine. “We’ve heard the stories” + unnamed users for the worst-site claim is not enough. Without disclosure this is just paid actor. I am not buying this fake news.

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