@anonL56967839@ilzmcfly i am actually bullish on IREN due to a more macro view of the entire industry. These delusional plebs literally repeat the same stupid arguments trying to spin $IREN off as a superior neocloud when it's clearly not. They will eventually be able to compete on some level.
@BitcoinAIGuy im an IREN bull but this shit dumb. Literally next day it could be the exact opposite. happened so many times already and more for NBIS than IREN.
$IREN bulls, personally think we are a little early. Mirantis acquisition and BE networks collab serve as proof that $IREN was simply not ready to sign any major hyperscalers. They need to prove that they are capable of handling the compute first. That's probably a year away.
@ryansfinance@chamath just fyi crusoe is also an NVDA partner. $IREN is not immune to what Chamath is saying. He might actually be implying companies like $IREN are at risk.