If i'd be Jensen i'd make a force buyout $IREN for $NVIDIA AI Cloud business and kick the sleeping twins out and lead the thing to the gold printing machine inhouse. Stock price is a gift thanks to the roberts
@IREN_Ltd You started a new fiscal year right? Where is your ARR guidance for FY27? You were swamped on questions around Capex from analysts because that was the only hard and negative figure you gave. LEARN STORY TELLING
@bitcoinbutcher1 Fully agree. You cant only speak about your cost side estimations but not put a figure for the years coming towards it. 25M/W, if that is what you currently negotiaring on, THEN TELL THE MARKET e.g. 12B ARR 2027. For gods sake, nobody wants to hear we increase spent but income=?
@InvestNorthwise Reading across X, ppl compare current targeted 4B ARR, vs Capex of 25 running into next making fun of the company not understanding prepaying, building, then earning. 25m/w would result in 125b revenue. Fucking short gamblers, spreading FUD. $IREN
@_Sgr_A_Star@Agrippa_Inv Do you guys have any guesses around the revenue what mirantis or the spain entity brings into play? For me - those are the biggest unknown and not researched parts?!
@moninvestor ...the last 2 earnings were full with pre-hopium and we got screwed. Now i see same piling up again, ppl never learn, i count with the worst and have my alc-bottles ready.
@RenditeM Das ist ein selbstläufer ab Q4. Bei der Menge quch covered calls verkaufen ist der absolute jackpot. Wer von diversifizieren und risiko redet kann nicht traden.
@Ashton_1nvests No leverage, not yet on this earnings. Whatever is being cooked right now will be a better uptick in the earnings after this one and in Q1. It's too early at this stage to leap around