Sean James

Accountant/Investor.

[Sean James @Sean__James]

Infinite GW glitch 😍 $IREN

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[Sean James @Sean__James]

@BitcoinAIGuy WHERE IS SERENITY

[Sean James @Sean__James]

$IREN 1.8B capex for c$3B Ebitda 5yr contract is great…all capex payback 3 years. The first objectively great financial Neo-cloud contract inked.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: IREN Signs $𝟏.𝟔𝐁 Dell Deal for Blackwell AI Systems - $IREN $DELL $NVDA

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ IREN enters $𝟏.𝟔𝐁 purchase agreement with 𝐃𝐞𝐥𝐥 for Blackwell systems.

➤ Systems will support previously announced $𝟑.𝟒𝐁 𝐀𝐈 𝐜𝐥𝐨𝐮𝐝 contract.

➤ Deployment planned across IREN’s 𝐂𝐡𝐢𝐥𝐝𝐫𝐞𝐬𝐬, 𝐓𝐞𝐱𝐚𝐬 data centers.

➤ Commissioning targeted for 𝐞𝐚𝐫𝐥𝐲 𝟐𝟎𝟐𝟕.

➤ AI contract expected to raise annualized revenue to $𝟒.𝟒𝐁 from $𝟑.𝟕𝐁.

➤ Deal includes GPUs, servers, storage, networking, and integration services.

➤ IREN pursuing 𝐆𝐏𝐔 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 to support hardware deployment strategy.

[Sean James @Sean__James]

@mi20483980476 It’s an active managed fund you half-wit

[Sean James @Sean__James]

State street with a big $IREN increase. Two of the ‘Big three’ fund managers have started to position.

[Sean James @Sean__James]

Defiance ETF a new position now owns 12.7m $IREN shares (>3% of company). A $7B AUM fund that has IREN as their second largest holding. Big statement.

[Sean James @Sean__James]

@mi20483980476 It’s an active fund you half-wit

[Sean James @Sean__James]

Blackrock has arrived to the party 🎉 $IREN

[Sean James @Sean__James]

@kaiwondr Fintel

[Sean James @Sean__James]

@BitcoinAIGuy Can’t comment

[Sean James @Sean__James]

@AlexisWrem1747 😭😭😭😭

[Sean James @Sean__James]

@mikealfred Washing it down with a nice bottle later Sir?

[Sean James @Sean__James]

@mikealfred Lovely drop

[Sean James @Sean__James]

@yarg85

[Sean James @Sean__James]

This is what matters right? Signed papers with endless clauses are meaningless without execution.

Invest in the real world delivery meeting AI needs $IREN

[Daniel Roberts @danroberts0101]

Horizon 1-4 for Microsoft coming together.

First 200MW - more underway. $IREN

[Sean James @Sean__James]

Daniel Roberts wears Allbirds 👟Signal. $IREN

[Sean James @Sean__James]

@FransBakker9812 @marksotoges You 👃!

[Sean James @Sean__James]

@castilloraymond I don’t think so. IREN trades >$1.5B volume per day even at this low SP level so can easily absorb ATM over this year without any real impact

[Sean James @Sean__James]

$IREN currently trading at 1/3rd MCAP of $NBIS whilst they both project similar EOY26 EBITDA of $3.2B.

What happens next is obvious, right?