Oli(@OInvests):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.

Oli

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Oli@OInvests

2026.09.21 12:33

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.