Manoj Sharma

[Manoj Sharma @manojvoice]

@BitWhitman NBIS core competency could be growing its strength in software layer and hence leasing is fine.

IREN advantage is permitted power and need quick execution on the flywheel.

Both are targetting different layers IMHO.

[Manoj Sharma @manojvoice]

@peterjwolff They are more under promise and over achieve kind

[Manoj Sharma @manojvoice]

@negligible_cap NBIS holding well

[Manoj Sharma @manojvoice]

@AuditTheHerd Even within data centers, wouldn’t they need to have a tiered pricing for latest GPU, one generation behind and two generations behind? I am assuming not all customers may have budget for the latest one.

[Manoj Sharma @manojvoice]

@AuditTheHerd Contracted revenue and margins then tell the story

[Manoj Sharma @manojvoice]

@GlobalAffairs @ronmortgageguy please check this.

[Manoj Sharma @manojvoice]

@ronmortgageguy Where are the jobs though?

[Manoj Sharma @manojvoice]

@DrTomsLens Basically it is having all the travails of a a real estate construction company trying to to morph into an advanced AWS using real estate as core competency 🙂

[Manoj Sharma @manojvoice]

@TheTechInvest @TipRanks Slow execution is becoming a concern

[Manoj Sharma @manojvoice]

@RUB1G @FransBakker9812 @pred3500 @danroberts0101 @NVIDIAAIInfra @Agrippa_Inv Laidback !

[Manoj Sharma @manojvoice]

@danroberts0101 @danroberts0101 Why is the delivery slow? What innovations does IREN engage in to complete delivery faster ? What is the use of 5GW permit if you cannot bring it all online by end of next year?

[Manoj Sharma @manojvoice]

@jiahanjimliu Great analysis. Are you still long IREN with 96 percent allocation?

[Manoj Sharma @manojvoice]

@GlobalCollapse Only for 2027. Not clear about 2028

[Manoj Sharma @manojvoice]

@jiahanjimliu @Jorlev_11 As estimated by you previously, the eps was a miss. But otherwise, do you think there will be dilution for 2028 capex or will their unencumbered assets carry it forward?

[Manoj Sharma @manojvoice]

@TheTechInvest I thought it could go to $40M / MW like some others mentioned after NBIS call

[Manoj Sharma @manojvoice]

@IREN_Ltd @AvivArazi Who is the multi-year AI Cloud contract leading frontier AI lab? What is the value of contract? Why is the revenue not 40M/MW?

[Manoj Sharma @manojvoice]

@TheTechInvest Not at all bullish

[Manoj Sharma @manojvoice]

@futurist_lens Just buy GNOM