Kash
@KashRamki
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On down (and up) days in the market, it is important to remember the following: People are more interested in owning what they’ve spent time “researching” and telling their friends about this next great winner that they brilliantly stumbled on, thereby stroking their fragile
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This is pure signal
20 takeaways from my conversation with @lulumeservey on the most powerful communication strategies from cult leaders, insurgents, and physics: 1. Conviction beats logic. 2. Under attack? Spread the force (pressure equals the force divided by the surface area). Attacking? Focus
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Spoke to an extremely large datacenter counterparty today that’s focused on one thing and one thing only: 2026 power. The conversation was rational. They stuck to their guns on not overpaying, but I was struck by how laser focused they were on the mission: 2026 power. That’s it.
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Informational and intellectual edges are short lived. Behavioural edges can sustain forever.
A behavioral edge beats an intellectual one in the markets and in life.
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$IREN Early earnings release + no more monthly updates as of this month + SW1 primed for new builds and likely early energization + Dan namedrops AWS on the last interview. Coincidence??
$IREN will release its Q1 FY26 Results on Thursday, November 6, 2025 (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here:
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$IREN As expected. Thanks @Umbisam
$IREN With regard to the new British Columbia regulations, over crypto mining & AI, I'm happy to confirm that official reports do formally confirm that it will apply to 'new connections requests and queued projects' while 'existing operational facilities in these sectors aren't
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@pepe_maltese @KashRamki It appears that $IREN doesn't think there will be any impact on their on-going operations.
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AI is exposing a simple truth: digital innovation is accelerating faster than the physical infrastructure required to support it. $IREN was founded to bridge that gap – deploying large scale, grid-connected data centers at unprecedented speed to power the high-energy demands of
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It is a strategic imperative for BC and Canada to maximize the build of AI datacenters at scale. The productivity gains from this undertaking alone will far exceed all the productivity gains had in the history of mankind. Given the sheer amount of natural resources across the
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Great bit of work from David!! An excellent visualization of the GPU procurement, commissioning and profitability expectations at $IREN
@mikealfred
https://t.co/qijhNQomoh was built for this
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Wrapping up a successful two day road trip across West Texas. The energy was palpable. Maximum ingenuity and perseverance on full display. It takes tremendous courage and sacrifice to put your reputation on the line to raise millions of dollar, move out to the middle of the
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Spent the day talking to multiple datacenter counterparties and I can tell you that the AI demand is real. The need for power is insatiable. The sheer amount of effort and intellectual capacity going into solving this crisis is awe inspiring. A seminal moment in the history of
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Same thought, different rate cut.
The market is holding its breath over a Fed cut. What's comical is that a 25bps / 50bps cut means nothing to exponential growth curves like AI. The world will consume and proliferate AI regardless of the outcome. And yet the market is selling great AI businesses like $IREN, $CIFR
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Insurance has been the unsung hero accelerating civilization's boldest leaps: Maritime trade boomed with marine coverage mitigating shipwreck risks; manufacturing scaled during the Industrial Revolution via fire insurance protecting factories; autos & housing exploded as
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I reread this and couldn’t help but think how early we are. It boggles the mind that AI infrastructure is still not being fully valued knowing all that we know about power shortages. $IREN
There has been a lot of talk about an AI bubble lately. So here are a few things for $IREN investors to consider: 1) IREN’s valuation has to be underpinned by cash flow. Anything else is unacceptable. If valuation gets dramatically ahead of what management delivers every few
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Think of how much power and compute that has already taken $IREN 🤯
Staggering to see the adoption speed of AI is 3x that of Crypto which in turn was 2x that of the internet. This is the Exponential Age in full effect.
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Next to no dilution. Go figure. $IREN
And there you have it, the updated terms of $IREN's convertible notes offering: https://t.co/xrEiNLIjfC Just a few thoughts of my own, I will not get into cap calls transactions as I'm not as nearly qualified to speak on this subject as others that will also be posting about
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People seemed spooked by this news but really shouldn't be. This implies 4-5% dilution at current valuations. Yet it is this same dilution that will deliver many (many) billions more of value for $IREN shareholders. The train continues to ~$250. Pause. Reflect. Proceed.
$IREN announces a convert which will prob raise up to $1.5b at closing, including option. It will be hugely over-subscribed. Maybe even 8x~10x (considering outstanding are trading 3x nominal). Meantime, 2025 ATM is over. The entire $1b has been raised (possibly this morning, at
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