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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
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$IREN achieved all of this in 2026: - NVIDIA Exemplar Cloud for B300s and GB300s - NVIDIA-certified hypervisor through Mirantis - Customers like Microsoft, NVIDIA, a frontier lab, Figure, Prometheus, Perplexity, Fluidstack, Cohere... How can you not admire these achievements?
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