AnniewherewithChin - Invest

Singaporean couple who left out corporate jobs at 31 to travel. :)

$iren $tsla $pltr

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[AnniewherewithChin - Invest @AnnwithChin]

$iren, This is effectively Irens Master Plan Part 1 & 2, similar to that of Elon's Master plan for $tsla. IREN seems to be in a stage equivalent to Tesla's Model 3 production hell, $pltr at $7 getting smoked for employee compensation and Karp banging table in a earnings call.

[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.

[Eliant Capital @eliant_capital]

“Sir, the 10Y is back to 4.7%, we can’t attack this weekend”

[AnniewherewithChin - Invest @AnnwithChin]

Real sweet water if that 2GW is $IREN 's 2 GW #Hopium

[The Tech Investor @TheTechInvest]

🚨JUST IN: $NVDA & $SKHY TO WORK ON A $500B AI INITIATIVE THAT INCLUDES A 2GW AI DATA CENTER POWERED BY $NVDA VERA RUBIN AND $SKHY HBM4

1. You protect your market share through building your own ecosystem.

2. $SKHY & $IREN are $NVDA strategic partners.

3. Is Sweetwater (2GW) part of that initiative?

[AnniewherewithChin - Invest @AnnwithChin]

San Fran AI summit, wonder if $iren will be involved 🤔

[NVIDIA @nvidia]

Korea has long been a technology leader, with the talent, industrial strength, and drive to help shape the AI era.

President Lee Jae Myung met with our CEO @JensenHuang today ahead of the San Francisco AI Summit to discuss deepening the partnership behind Korea’s national AI ambitions.

[Elon Musk @elonmusk]

@Austen @wholemars It’s a smart move

[IREN @IREN_Ltd]

Ideas big enough to change the world. Infrastructure built to make them happen.

IREN AI Cloud — What will you build next?

Learn more: https://t.co/P67u9SGbhU

[The Kobeissi Letter @KobeissiLetter]

We are in the midst of the biggest technological revolution in modern history.

Alphabet, $GOOGL, just raised their full-year 2026 CapEx guidance to up to $205 billion.

This annual CapEx budget alone is larger than the market cap of all but 85 companies in the world.

The Magnificent 7 will soon spend over $1 trillion in combined annual CapEx.

This is a once-in-a-lifetime technological revolution.

[Serenity @aleabitoreddit]

$GOOGL updates FY 2026 capex guidance:

To $195B-$205B. Up from $180B-$190B.

Google is also expected to significantly increase capex in 2027.

This is perhaps the most bullish read through on upstream semis from a hyperscaler.

[Alex Becker 🍊🏆🥇 @ZssBecker]

If you can't sit in a room and do nothing for 30 minutes.

Or read a novel for 2 hours without stopping.

You're brain is broken.

It's f*cking up almost every aspect of your life. Reversing this should be priority #1.

[Deep_Miners @Deep_miners]

🧐🤔🤔🤔

[AnniewherewithChin - Invest @AnnwithChin]

Agree!

[Alex Becker 🍊🏆🥇 @ZssBecker]

The healthiest way to achieve work life balance...

Is to say F*CK balance. Work till you drop. Work till you die or make FU money.

THEN have balance.

Else you become a bi polar mfer who wants freedom while also resisting working to earn it.

It don't work like that.

[Daniel Roberts @danroberts0101]

12 months ago we had ~3MW of self-built AI Cloud capacity. Today: 480MW being delivered this year, $2.8bn in new contracts signed, and our 2026 ARR target raised to $4bn+ with ~85% already under contract.

Demand continues to exceed everything we can build. Recent contracts include customer prepayments covering ~45% of the associated GPU capex, with weighted average contract terms of ~4 years across the portfolio.

Data centers. Compute. Software. The three-layer thesis, executing as written:
https://t.co/VP7KeVpV3F

We're in a good spot. Proud of the team.

[IREN @IREN_Ltd]

IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn.

“Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.”

“We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101

Press release: https://t.co/7W3Ze0JThN

[Tesla Singapore @tesla_singapore]

Come experience Model 3 or Model Y in the neighborhood of your choice

We’ll come to you with the vehicle – all you have to do is pick a time & date

[AnniewherewithChin - Invest @AnnwithChin]

Stay safe out there!

[Wayne Liang @wliang]

1.2 million retail traders in Korea got margin called this week... forced selling usually happens late in the decline, not early. Possible the bottom is very near.

[AnniewherewithChin - Invest @AnnwithChin]

#campervan #Japan #MtFuji #corporate #iquit

We left our corporate jobs last year and decided to celebrate taking back control of our time by taking a 2 week campervanning trip around Mt. FUJI.

https://t.co/S5QvM3MzPi

[AnniewherewithChin - Invest @AnnwithChin]

Green tonight?! $IREN 🤣

[Jim Cramer @jimcramer]

Futures tonight signaling the unwind of the data center accoutrements is not complete...

[McFly @ilzmcfly]

$iren

[Frost Trades @FrostTrades]

$IREN Past Drawdowns

June 2, 2026 - Now: -52%
Jan 26, 2026 - Mar 30, 2026: -52%
Nov 5, 2023 - Dec 16, 2025: -57%
Feb 19, 2025 - Apr 9, 2025: -62%
Dec 6, 2024 - Feb 3, 2025: -42%
July 8, 2024 - Aug 5, 2025: -62%
Feb 15, 2024 - May 1, 2024: -53%
Dec 27, 2023 - Feb 5, 2024: -63%
July 19, 2023 - Nov 17, 2023: -65%

Volatility is vitality

[Sylent Capital @SylentTrade]

16 of the last 18 trading days have been red for $IREN