Badlands

Freedom

[Badlands @Searchit001]

@data168 $MSFT deal is $1.9B ARR. Not $3.4B.

Sorry.

[Badlands @Searchit001]

@StockSavvyShay If $IREN isn’t doing $20B to $25B in annual revenue by 2030 that would be shocking.

They are trading at .75 P/S 2030 revenues currently.

‘26 $800M+
‘27 $3B
‘28 $6.8B
‘29 $14.5B
‘30 $22.6B

[Badlands @Searchit001]

@DustinHuntwn How much future capacity is still UNCONTRACTED in Childress / Horizon?

300MW? 400MW?

When will this be contracted??

[Badlands @Searchit001]

@samcallah Higher than $16K?

Got it.

Wealth of knowledge / information right there...

Way to go out on a limb...

[Badlands @Searchit001]

I guess it is all the fault of "Jane Street" that Bitcoin is now $59K and not $85K...

And $IREN is $45 instead of $70...

Grifters gonna grift...

[Badlands @Searchit001]

@Agrippa_Inv @castilloraymond Starting to believe Alfred and the Roberts boys are just pumpers

[Badlands @Searchit001]

@Agrippa_Inv Feel so foolish holding $IREN

Clear scam story

[Badlands @Searchit001]

@jciccale $IREN is flat over the last 9 months. Flat.

As in dead money for 9 months.

Yes, yes...it had gone up from $12 to $48 in less than 3 months prior to that...

But let's face it - it will only go down from here if they can't show another deal by September 1 the latest...

[Badlands @Searchit001]

@nikshepsvn They are currently trading at 10X current ARR

Growth has to reaccelerate to justify $20+

It has slowed and stalled at 1200 new subscribers per day

We shall see.

[Badlands @Searchit001]

@nikshepsvn "lucky that we are able to get exposure to this generation company at such a suppressed valuation — in private VC markets this would be commanding 5-10x current valuation"

Their subscriber growth rate dropped over the last month per their burn page.

$60M ARR currently

$100M YE

[Badlands @Searchit001]

@danielisdizzy Likely $IREN Calendar Year revenues:

‘26: $800M
‘27: $2.7B
‘28: $5.7B
‘29: $13.8B
‘30: $25.4B
‘31: $41.4B
‘32: $55.7B

[Badlands @Searchit001]

@danielisdizzy 1. There is risk that they don’t get permitting for certain projects ( Oklahoma? )

2. They likely have 7+ GW of secured power by year end with possibly another 3 GW next year for a total of over 10GW by this time next year.

3. Will take 7 years (2032/2033) to fully build 5 GW

[Badlands @Searchit001]

@mikealfred $IREN and $CIFR

🤔

[Badlands @Searchit001]

@Agrippa_Inv Ooops….

Not quite $150 but up from $12

[Badlands @Searchit001]

@nikshepsvn $VVV growth rate down 35% in last month….

As proven on subscription / burn tracker page.

😲

[Badlands @Searchit001]

@unusual_whales “Construction Time for AP1000 Reactors:

An AP1000 nuclear reactor typically takes about six to eight years to build.”

[Badlands @Searchit001]

@GrindeOptions But they aren’t pursuing hyperscaler deals.

[Badlands @Searchit001]

The silence is deafening.

New subscriber signups over the last 24 hours have been 1,123.

The same level as late April.

They peaked at 1650 per day at the end of May and have rolled over badly.

[Badlands @Searchit001]

@ErikVoorhees @JonShapeShift @willyogo

Why have new daily subscribers for $VVV dropped from 1600 per day to under 1200 per day over the past 3+ weeks per your tracking page.

Simple question. Please respond.

Thank You

[Badlands @Searchit001]

@_Sgr_A_Star @EzekielMX 100 Million new shares by January 1 ‘28.

$13B to $16B raised.