Dan 🤖🌥❤️ 🚀

∞/21m $IREN investor

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

At a $15B market cap the market is pricing $IREN as if Sweetwater, Oklahoma, and the remaining 4GW of uncontracted capacity are worth zero.

$IREN just energized 1.4GW of renewable ERCOT connected capacity that would take a competitor 5-7 years and $3-5B minimum to replicate from scratch. The announcement dropped a day after retail gave up waiting for the April deadline. When $IREN contracts Sweetwater at the Microsoft comparable economics, that's $8-9B ARR. The energization announcement is the starting gun for accelerating the negotiations.

At a minimum this new capacity is worth $3B in market cap (20% price jump), assuming just the raw cost of building 1.4GWs but the real value is the time to compute. Which in today's compute restrained world is priceless.

Looking ahead:
- Sweetwater 100% contracted
- With MSFT Horizon economics (low end est.): $8.5B ARR
- ARR Multiple 4x (conservative)
- Implied Value $34B
- Share price $150 (current market cap plus fully contracted Sweetwater deal)

So the only bear case is $IREN can't sign a deal despite that all we hear is the demand far accedes the compute supply and the other Neoclouds are signing massive deals. I'm willing to bet they will close a deal. The risk reward is just to good here. We're looking at a 3x in 2026 and all we need is for the lawyers to do their thing and close the deal. The Horizon Microsoft deal took a long time and frustrated many investors. The Sweetwater deal will be worth the wait.

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@caprioleio Zoom out

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@comic Lil really retarded $STRC is not the place for emergency fund money.

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@Umbisam Boomers have PTSD from 2000.

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@Umbisam “EVENTUALLY” is very open ended. 10 years from now it finally pops but we’re 20x higher.

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

🚨PSA🚨

The fishing attempts are getting more sophisticated. Don’t click on the links in these emails. $CLSK

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@beavinvests Yeah. The power they have been adding is 2 years out. Good luck getting power in 2026-2027. $IREN has 2GWs that took years to line up.

[robo @roberto45580514]

https://t.co/tpSeJbpqIZ

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@forallcurious @trader1sz Bullshit

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@SpoonKidnapper @DollarCostAvg I could spin up an uber app right now but the legal bullshit and brand building and stuff like that would mean I would get no where fast.

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@schweinbeck So pay a graphic designer to use chat gpt to make your event flyers? 😢

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@BRICSinfo 🤣🤣

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@Architect9000 Bottom signal

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@BitcoinAIGuy I’ll speak in a space when $IREN hits $100

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@JaguarAnalytics Why not $3T? Good times.

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@DollarCostAvg @Sl_acker @mikealfred I stopped checking, but as always, thanks Mike. 🙏

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@StockTrader_Max Bullish divergence on the daily MACD and RSI.

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@mikealfred Something is finally happening

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

@ryansfinance Yes