
My latest Article, covering why I invested in $IREN, is live: - 4.5 gigawatts of grid energy supply secured - $9.7B Microsoft contract at 85% EBITDA margins - 10x higher rack cluster density than the average - $3.4B ARR target by end of 2026 at 10% of total planned capacity - vertically integrated: owns the land, substations, and data centers. Yet most investors still think $IREN is a Bitcoin miner…
