Hambino

All things stock market, sports, and food.

[Daniel Roberts @danroberts0101]

𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬.

There's been a lot happening at IREN recently.

Expansion across North America, Europe and Asia-Pacific.

The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.

Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.

That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.

Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.

Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.

Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.

Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.

Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.

That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.

AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.

[Ben Fawkes @BFawkes22]

Just in: @CircaSports announces $20 million guarantee for NFL Survivor contest, largest legal sports betting contest in U.S. history

[Hambino @Eric_H18]

@data168 Let’s go!

[Hambino @Eric_H18]

@ChampChaz02 Nothing better

[Hambino @Eric_H18]

@RealSkipBayless They look totally exhausted

[Coots @YaBoyCoots]

26 years ago today Keith Primeau scored the game winning goal vs the penguins in 5OT during the 2000 playoffs🔥🔥

Who stayed up for this one ? 😅

[Hambino @Eric_H18]

Yep

[Hambino @Eric_H18]

@reviewjournal Horrible!!!

[Philadelphia Flyers @NHLFlyers]

Lineup update: Dan Vladar will start between the pipes for Game Four tonight.

[Hambino @Eric_H18]

@potter316 @_piccone Good recommendation Anthony

[Jeff Nadu @JeffNadu]

Tomorrow before Flyers game 3… former alleged Philly mob boss “Skinny Joey” Merlino is offering a free cheesesteak to anyone that score a goal on Ziggy the Limo Driver

Skinny Joeys is located near the stadiums at Broad and Pollock

[Barstool Philly @BarstoolPhilly]

We got guys in South Philly playing goalie in a suit while smoking a dart.

Philly is locked in on playoff hockey

[Hambino @Eric_H18]

@AllanteMcAuley This is the most accurate list I’ve seen

[Hambino @Eric_H18]

@SNYtv Why didn’t you play Prey more than 13 M? Game of his life should she played most of 2nd half. Heartbreaker

[Hambino @Eric_H18]

@PhillyInquirer Standard inquirer - totals classless move posting this on opening day, mid game.

[Hambino @Eric_H18]

@jonnajarian Selective outrage

[Hambino @Eric_H18]

@_EagleTimes Literally flew out of there tonight 5 min TSA pre wait

[Hambino @Eric_H18]

@howardeskin @PhillyInquirer And a lot of companies left Philly and moved to FL because of this. Multi Billion $$ companies. You’d think you would incentivize those corps to stay local, pay taxes, create jobs, etc.

[Codie Sanchez @Codie_Sanchez]

You’re not broke. You’re just early.

You eat glass for a decade.
Everyone thinks you’re crazy.

Then, in one weird year, you make more than you did in the last 10 combined.

[Hambino @Eric_H18]

@jackunheard Trash