@TheRealBirnbaum maybe its because now we are stuck with them for 5-7 years
no clear path to execution
last earnings were negative, sitting on infrastructure w/ no communication to us on what type of customer, spending 50m NBA partnerships, overshadowing their nvda badge this week - mismanaged
@pepemoonboy While competitors secured deals before infrastructure, $IREN went the opposite route, they built the infrastructure first, and are now in a position to optimize the price of a deal as they hold a supply that has increasing demand, and is seeing real constraints, they hold power
@HeeraniPK i think they withholding for max leverage, its not that they dont have customers or demand, they know they are in a good position, so its going to be on their terms
@JebraFaushay Jebra, Iโve been in NJ for 37 years and this has always been downtown paterson, and even before that, when the arabs began immigrating to paterson, they coexisted with the Italians, and many went on to marry each other. Donโt know where your ignorant self grew up, but ya wrong