And this is only the compute demand that secured supply and made it into contracts. I haven’t seen great estimates for unmet demand but given current vacancy rates and overall pricing it may be just as important. Even without including that, lease revenue numbers clearly indicate the overall direction and strength of the market
A defining milestone for @PrimeMedicine:
New Zealand Clinical Trial Application clearance for PM577a enables our first clinical study of an in vivo Prime Editing therapy in Wilson disease.
Proud of the team advancing a potential one-time genetic solution for patients. More to come.
Those worn down by $IREN the past several months simply just need to zoom out.
Making a clean series of higher highs and higher lows, and now back above all key support levels.
The next leg higher is right around the corner that takes this to $100+.
Patience will be rewarded.
🚨 Tesla files trademark application for MEGAPOD.
The trademark describes the product as a 'modular AI data center processors and electrical power distribution sold as a unit.'
$TSLA data center disruption incoming…
A lot of impatience selling is hitting $IREN and @danroberts0101 these days.
I’ll let you sit with this:
"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently."
@danroberts0101 has keept his promises, all the way through.
> $IREN is up 492% the past year.
> $IREN is up 58% YTD.
Imagine $GOOG being up 58% YTD. Would you sell, be impatience, bash the company?
My bet is no.
One year from now, a lot of investors will look back and wish they had the internal discipline to stick to their strategy.
Truth is this is basic human psychology playing out in weak form.
Zoom out. Whether it’s 58% or 492% it’s not normal. It’s YOU (your brain, seeking weak dopamine attention) because you’re training your brain to it.
-BP
Not financial advice.
$IREN acquired Nostrum Group which adds 490MW of secured power in Spain to support global AI compute demand.
The deal gives IREN a European AI infrastructure foothold with renewables, fiber connectivity and a new development pipeline.