$IREN JP Morons Highly Successful In Making Tons Of Wrong Relevant Assumptions In Their Income Statement 👇
Revs -> AS IF WE STILL RUNNING <10K GPUs .. in 2027 🤣
Shares -> 242m (vs actual 272m TODAY)
=> Assuming EPS growth from 2025 to 2027 at ~ +12%, per annum, is like putting a footnote stating:
'Sorry, We Didn't Have Any Time to Work on The Updated Model, We Asked Grok v1 to Do That For Us'.
@fedex774 I expect them to be much higher. The emergence of competitors would certainly put pressure on margins, but I believe patents give Intellego a significant head start. 3/3
@fedex774 Still, it’s important to remember that Intellego has a very unique product that clearly creates massive value for its customers. I believe margins will come down over time as the organization scales up, but the point is that I don’t believe in 30% margins — 2/3