Per @a16z , the “Rack Spread” keeps getting better for $IREN 🔥🔥🔥 GPU rental rates ripping higher (B300 +106%) while token prices fall = pure demand for scarce compute (Jevons’ Paradox) $IREN is sitting on massive B300/GB300 capacity + expanding fleet. Anyone else getting April 2025 vibes? 👀
$IREN > Lambda
FFS, all the fundamentals keep getting better for $IREN yet the share price just can’t catch a break 🤷♂️ $IREN - patience is the key 🔑
The answers just got a better engine. $IREN 🔥🔥🔥
Sector noise hit hard this month: Microsoft and Alphabet’s capex misses, Gartner’s 80% neocloud consolidation warning, Musk’s “guppy-level death” comment, Most of it is real pressure on highly leveraged pure-plays. Ask yourself, is $IREN different - low near-term maturities, heavy prepayments, asset-backed GPU financing, and owned sites. The market is still grouping everyone together. That gap looks like the opportunity.
Great call @DavidANicholas , although I think only a double-up in 12 months is quite bearish 😎
$IREN's beautiful financing flywheel I highlighted back in August is now fully in motion and gaining serious speed. IREN’s latest equipment financing deal with Wingspire, and exploding customer demand prove they’re building a self-sustaining AI infrastructure powerhouse that prints growth without heavy dilution – this is exactly why I’m so bullish long term!! 🔥🔥🔥
So Google just admitted the compute capacity crunch is real. They’re already buying third-party compute and CapEx keeps exploding. That overflow demand hits the few players who actually have energized power + liquid-cooled NVIDIA capacity ready. $IREN has it!! Multi-GW pipeline, and fresh GPU financing. Extremely bullish. Thanks @matthew_sigel for this update 🙏
$IREN … amazing times coming up soon 🔥🔥🔥