Jarron Jackson

~Disabled Vet
~Data Analytics
~Economics

[Jarron Jackson @JarronJackson4]

Adjusted EPS estimates dropping doesn’t disprove the deal economics, Jimbo. IREN generated about $35 million of AI Cloud revenue in calendar 2025 and is now targeting more than $4 billion of annualized run-rate revenue by year-end 2026. You don’t scale a cloud business more than 100-fold by optimizing near-term EPS.

[Jarron Jackson @JarronJackson4]

@ViralMuzik1989

[Jarron Jackson @JarronJackson4]

@Damiantrds @TheOptionsDuck @wallstengine @RealJimChanos Looooool

[Jarron Jackson @JarronJackson4]

@ImMeme0 Lol

[Jarron Jackson @JarronJackson4]

@perry_lin1 @ashergenoot @rftylerpage @danroberts0101 @PaulBPrager @WUSTL_Bear 100!!

[Jarron Jackson @JarronJackson4]

@AlexisWrem1747 @big_reabs Lol

[Jarron Jackson @JarronJackson4]

I’m struggling to understand how HUT can be assigned a valuation comparable to IREN based largely on long-dated lease commitments that still require years of construction and execution. HUT’s additional $9.8B contract is spread over 15 years, or roughly $650M annually, and the new capacity is not expected to begin delivering until 2028.

IREN is already contracting AI Cloud revenue on much shorter terms, raising near-term ARR guidance above $4B and receiving customer prepayments covering approximately 45% of associated GPU capex. That structure sharply reduces IREN’s capital at risk while preserving the higher revenue and margin potential of owning and operating the cloud platform.

Any chance you could drop that full report Anthony?

[Jarron Jackson @JarronJackson4]

@matthew_sigel Well dam!

[Jarron Jackson @JarronJackson4]

@BitcoinAIGuy 😂😂😂😂.

I remember this guy was taking over the mining mafia spaces and buying clsk at the highs back in 2024.

[Jarron Jackson @JarronJackson4]

The $2.8 billion of new contracts is not simply $300 million per year over nine years. IREN raised its year-end 2026 ARR target by at least $300 million, but these deployments will likely come online in phases. The contracts have a weighted-average term of approximately four years, so the annualized revenue contribution should grow as more of the contracted capacity is commissioned and accepted.

[Jarron Jackson @JarronJackson4]

@Xi_zynking @accounting_ds Bad timing fellas.

[Jarron Jackson @JarronJackson4]

@jiahanjimliu You called it out before much of X. GJ Jim

[Jarron Jackson @JarronJackson4]

@_eliasmarshall Bookmarked, we shall see!

[Jarron Jackson @JarronJackson4]

@FiscalDaddy @wayne_nelmz Which is what most hyperscalers pay in colocation fees for powered shells 1.5m-2.4m per MW.

[Jarron Jackson @JarronJackson4]

@QuiverQuant @ewarren @SenateDems @SenateGOP @SenatorTimScott Come on

[Jarron Jackson @JarronJackson4]

@Mayhem4Markets @DavidSacks 💯💯

[Jarron Jackson @JarronJackson4]

@Kimi_Moonshot @grok how much memory/ram is required to run the best version of this model?

[Jarron Jackson @JarronJackson4]

@jiahanjimliu @stocktalkweekly @amitisinvesting