The Fundamentalist(@funmenati):$IREN The worst thing is that the numbers are not that bad because it was expected as H1 was delivered during Q3 2026. The pricing is similar to what $NBIS showed, but the lack of transparency from the management is annoying. Also the $25B-$30B in CapEx is completely crazy. There needs to be a huge amount of deals signed with great prepayments for this to make sense.

The Fundamentalist

@funmenati

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The Fundamentalist@funmenati

2026.08.27 22:14

$IREN The worst thing is that the numbers are not that bad because it was expected as H1 was delivered during Q3 2026. The pricing is similar to what $NBIS showed, but the lack of transparency from the management is annoying. Also the $25B-$30B in CapEx is completely crazy. There needs to be a huge amount of deals signed with great prepayments for this to make sense.