@KennyZufall I like your thoughts, none of the “bad news” is a thesis breaker. Looking at many posts from today goes to show people are incredibly inpatient and are in it for some quick money. Those are the people that are crying thinking they know what it takes to be a CEO.
$IREN / “$800M package!” retail reads… 😂
That’s at today’s share price.
It vests over 4 years, with 2 yr holding period. If management executes, they’re not betting on an $800M package; they’re betting on a company worth multiples of today’s valuation.
Either the Roberts brothers are the greatest gamblers in corporate history… or they know exactly what they’re building.
I'm sure this package will be worth much much more than $800M possibly tens of billions
Despite the loudest $NBIS bulls all blocking me a while back, there are still some of you in my comments.
Look I appreciate the attention, but I have weathered the $CLSK storm in 2024, and those investors actually did their homework.
So if you think that calling me dumb or misleading for looking down on the top-down approach from the former Russian search engine engineers turned aspiring AI infrastructure experts, try to do some research besides quoting YTD performance.
Thank you for your repeated attention and hateful loyalty.
Long $IREN
$meta is building a cloud to sell its excess ai compute.
the hyperscaler that owns the land, owns the power, owns the chips just became a seller. the asset-light middlemen $nbis, $coreweave…just became the spread that gets crushed.
they own the wrong things: billions in gpus that lose value every quarter, financed on double-digit debt. and they rent the one thing that actually matters…the power. leased shells, colo deals, third-party builds on permits that get pulled.
their “backlog” is a pile of paper promising megawatts that aren’t energized, aren’t owned, aren’t even permitted yet.
when the man who owns the substation decides to sell his spare capacity, the man renting a rack in his building has no business left.
the only moat in ai infrastructure is owning energized, grid-connected power. everything else is a lease and a unicorn tale about power that doesn’t exist.
🚨 $IREN Analyst PT Updates (June 2026)!
Recent raises signal strong confidence in AI
Avg consensus ~$80 (70%+ upside from ~$46). Jefferies just jumped in at $79.
#IREN#AI