The Fundamentalist
@funmenati
$NBIS, $IREN, $NVDA, $OSCR, $HIMS, $BMNR Bull
European investor in love with fundamentals
加入 May 2026
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$IREN
Why are we misleading again?
$4B in ARR is forecasted for CY26 not FY27
So $IREN, with slightly over $6B of capital employed at 6/30/26 is going to spend $25-30B in FY 2027…?! Which means they will average almost $20B in capital employed in FY 2027. On a forecast of $4B in ARR. The math still doesn’t work here.
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