Von Schwindel

21 - #stacksats. Time chain - Strong hands create good times. Fix the money, fix the world

[Von Schwindel @vonSchwindel]

@PetualPer @patricksavalle Ze willen van de Uyghurs taal af. Daarom hebben ze het op de bankbiljetten staan.
Verder ben je goed geïnformeerd door de media.

[Von Schwindel @vonSchwindel]

@BlackNurse78 @BartBrands1982 @GoldRepublic Jeetje, heb je 3 jaar gewacht om dit als moment opname te kunnen posten? In de afgelopen3 jaar is bitcoin van 16k naar 125k gestegen.

[Von Schwindel @vonSchwindel]

The #IREN fudders are coping hard.

[Von Schwindel @vonSchwindel]

@glenchernen You're right. I once joked that $Iren was a wolf in sheep’s clothing and sees Bitcoin as a flywheel to pursue the bigger goal of AI. But the market still seems to see it as a ‘bitcoin miner'. Stealthy operations ;)

[Von Schwindel @vonSchwindel]

I don't often post about $IREN, but when I do, it comes straight from the heart (and a bit ai).

So, $IREN Energy used to be all about Bitcoin mining, but they've made a really smart pivot. They're now a major player in sustainable digital infrastructure.

[Von Schwindel @vonSchwindel]

https://t.co/jv4IB9BnMs

[Von Schwindel @vonSchwindel]

I don't often post about $IREN, but when I do, it comes straight from the heart (and a bit ai).

So, $IREN Energy used to be all about Bitcoin mining, but they've made a really smart pivot. They're now a major player in sustainable digital infrastructure.

[Von Schwindel @vonSchwindel]

In summary, $IREN’s strategic pivot, scalable infrastructure, and cost advantages position it for substantial growth in the AI era. Investors could benefit from both near-term cash flow stability (Bitcoin) and long-term AI-driven valuation rerating.

[Von Schwindel @vonSchwindel]

1) FY2025 Results: Expected to highlight AI revenue diversification.
2) Horizon 1 Deployment: Could generate $75–100 million annually from AI workloads.
3) Market Position: $IREN controls ~2.91 GW of power capacity, addressing the AI industry’s critical energy bottleneck

[Von Schwindel @vonSchwindel]

The company’s valuation remains attractive relative to pure-play AI infrastructure firms, trading at $2.62 million per operational MW vs. competitors at $70–100 million. Key near-term catalysts include: