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$IREN ROTH note out today IREN appears to have delivered its fourth and final bulk substation transformer for Sweetwater 1, which we view as one of the last major steps before the 1.4GW site is energized (potentially within days or weeks), in line with our previously guided April 2026 target. Upon formalization, we see this as a very material catalyst for shares as it gives IREN demonstrably more "line of sight" to potential leased capacity.