KR

[KR @Alightinthewild]

@RepzdaCanes Either way we still make money.

[KR @Alightinthewild]

@Micro2Macr0 @mikealfred Don’t want to say how much I made but so so grateful for Mike’s tips.

[KR @Alightinthewild]

Most of us expect a greater than 100% appreciation over the next 12 months. So a payment of 5% over 6 years is immaterial. We often see a 6% movement in a day.
I dont understand what the angst is about. We and the founders are in this to make money. Long as we all make money I'm OK.

[KR @Alightinthewild]

@NighthawkTradez Wormsign

[KR @Alightinthewild]

Two questions for IREN fans. Now that the 19th MSFT handover is common knowledge(discussions at Raise) are we going to have a sell the news event.
Second, I hear tariff refunds are being received. If so will IREN use this to boost earnings. Maybe not have as bad a quarter as we expect.
FYI: I'm not selling. My IREN stock will be passed on to my grandkids in my will.

[KR @Alightinthewild]

@NighthawkTradez Good to know. Thank you.

[KR @Alightinthewild]

@bitcoinbutcher1 Good to see you back on the team. The hardest part of the journey is behind us.

[KR @Alightinthewild]

@DollarCostAvg @mikealfred Does any other Hyperscaler or Neocloud provide retail investors such detailed plans. Also, would such disclosure be beneficial or detrimental to the long term execution of the company's plans?

[KR @Alightinthewild]

@esjesjesj https://t.co/Xn5XNwpBtL

[KR @Alightinthewild]

@FransBakker9812 @bitcoinbutcher1 Also as far as we know, Mike Alfred and the Roberts brothers are not selling their shares. If they can hold knowing a lot more than us makes sense to me to hold for now.

[KR @Alightinthewild]

Bottom line: Dan Roberts, Mike Alfred and Frans have added a lot of zeros to my bottom line. Nothing has changed. BTC/Miners there is always pain. If this is your first draw down my advice would be get used to it there will be more in the future. The price of great success is pain.

[KR @Alightinthewild]

@bitcoinbutcher1 @jwtrading0 I remember when Cleanspark bought their jet. I felt the same way and dumped all my shares. I am still holding my IREN but would love it if management was more transparent.

[KR @Alightinthewild]

@BitcoinAIGuy The time horizon however has moved from late 2026 to late 2027.

[KR @Alightinthewild]

@BitcoinAIGuy You’re not alone.

[KR @Alightinthewild]

@FransBakker9812 @tonyc5463 Also imagine if IREN announced a date but at the last minute there was a glitch and they were delayed by even a few days. Imagine the headlines. Probably safer to announce once its done.

[KR @Alightinthewild]

@BitcoinAIGuy @BlocksBridge_ Remember Wen Moon. Now we do Wen Deal. Whats wrong with us.

[KR @Alightinthewild]

IREN (largest pipeline + strong deals): Pipeline scale is in the same ballpark as or exceeds current SPCX Colossus facilities. Could imply hundreds of billions in theoretical data center-driven value if pipelines deliver comparable economics and multiples hold. Current ~$21B market cap suggests substantial re-rating potential.

CIFR (~4 GW pipeline): Similar scale argument. Current ~$9–10B cap implies meaningful upside if valued closer to a scaled portion of the $1.1T benchmark.

WULF (smaller current deals but 1+ GW expansion): More modest scaling, but still significant relative to its ~$12.5B cap.

[KR @Alightinthewild]

@citrinowicz Muharram starts on the 16th. Best to not poke the bear at this time. IYKYK