StillMiningForAnswers
@Mining4Answers
Still mining for answers, one idea at a time. ๐ง Sharing thoughts on whatever catches my eye. #Curiosity #Observations
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$IREN's ๐ค1 ๐ฐ๐ฎ๐น๐น ๐ถ๐ ๐ฏ๐ฎ๐๐ถ๐ฐ๐ฎ๐น๐น๐ ๐ฎ ๐บ๐ฎ๐๐๐ฒ๐ฟ๐ฐ๐น๐ฎ๐๐ ๐ถ๐ป ๐ต๐ผ๐ ๐๐ต๐ฒ๐ ๐๐ต๐ถ๐ป๐ธ ๐ฎ๐ฏ๐ผ๐๐ ๐๐ต๐ฒ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ โ ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ ๐ธ๐ฒ๐ ๐ถ๐ ๐๐ต๐ถ๐: ๐ ๐๐ผ๐น๐ผ๐ฐ๐ฎ๐๐ถ๐ผ๐ป ๐ถ๐ ๐ฎ ๐๐ผ๐ผ๐น ๐๐ผ ๐ฐ๐ผ๐ป๐๐ฟ๐ผ๐น ๐๐ผ๐๐ฟ ๐ผ๐๐ป ๐ฑ๐ฒ๐๐๐ถ๐ป๐. ๐๐โฆ
This piece โIREN - a hyperscaler in the makingโ by @Agrippa_Inv is fantastic and I highly recommend you read it if you want to understand why IREN is unlike any other company in this ecosystem and a viable candidate for the trillion dollar club in the future.
Iโve published a very comprehensive deep dive on exactly this topic, breaking down what makes $IREN unique not just as a cloud provider, but as a full-scale data center conglomerate. You can read it for free below. Cheers! โ๏ธ agrippa.investments/p/copy-iren-a-โฆ
Made a little ballad for the Mining Mafia about trying to drag a friend out of $MARA bags and $IREN shorts. ๐ต โGraph is Greener on the IREN Sideโ Dedicated to @Agrippa_Inv upcoming IREN deep dive & launch of Agrippa Investments. Not advice, just coping the dip with music ๐โฆ
$IREN We are heading into earnings and I believe the year ahead might be one of the most pivotal moments in it's history. You will really start to see the thesis rapidly unfold from here. Last time I posted this we were at 17$. Stay hydrated and enjoy the ride!
As an $IREN shareholder, my post below is why i really appreciate @mikealfred saying "As long as I am on the board, $IREN will not become another REIT" or " $IREN is quitely becoming a hyperscaler" I think every long term invester in AI infrastructure should atleast think aboutโฆ
$NVDA is lining itself up to be too big to fail. Youโre a $5T company, how do you make sure no one can take the legs out from under you? Playbook: You spread money everywhere. Invest billions in โcompetitorsโ, data-center builders, and defense partners. Grow an ecosystem soโฆ
The #1 risk for many AI datacenters that are scaling or starting isnโt location, demand collapsing, or overspendingโitโs geopolitics. Tensions around Taiwan, or an invasion, could shut down or severely impact GPU production. Samsung and TSMCโs U.S. factories will not be able toโฆ
As unemployment rises and geopolitical tensions increase, you will see more and more countries reinstate mandatory military service. Whether you think this is good or bad, governments will use it to address youth unemployment and to build up their defenses.
Lots of new eyes on $IREN. Here is a 2-year roadmap you wonโt find anywhere else without serious research! Constant announcements ahead! Whatโs Ahead for $IREN (Q4 โ25 โ 2027) Legend: ๐ 100% โข โ 80โ99% โข ๐ค 50%+ Q4 2025 ๐Horizon 1 (50MW IT load) (LaaS hyperscaler deal /โฆ
Alright, enough shitposting. Here's my current take on $IREN. I believe it is a matter of time for IREN's market cap to exceed $CRWV's. Until IREN accomplishes this feat, there's no point selling. That means IREN could 5x here and still be fairly valued (suggesting a mid-term PTโฆ
Great work by @mcF_dan. Check out the presentation. $IREN
Here is the $IREN inventor deck I worked on over the weekend. It pulls from my posts, other's posts, interviews and other public information. Its all there if you are paying attention: An investment opportunity of a life time. Feel free to share it. Thanksโฆ
$IREN is pleased to announce an expansion of its AI Cloud business. - Doubled AI Cloud capacity to 23k GPUs - Procurement of 7.1k NVIDIA B300s, 4.2k NVIDIA B200s & 1.1k AMD MI350Xs - GPUs scheduled for delivery at Prince George campus over the coming months - Raising AI Cloudโฆ
Because the topics I will discuss in todayโs $IREN's space are so complex, I am uploading my research beforehand. If it helps, copy and paste sections of my post into ChatGPT and ask it to elaborate. Executive Summary IRENโs strategy hinges on the fact that GPUs areโฆ
$IREN โs upcoming earnings are less about past events and more about future growth. Recent developments point to a miner-turned-infrastructure operator that is deliberately clearing the runway for large colocation and cloud winsโand doing so on a timeline that aligns withโฆ
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