𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv • 30,769 subscribers
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It is very obvious that $IREN is about to sign new hyperscaler deals in the coming weeks and months. $IREN still has 350 MW (IT) up for grabs at its Childress campus, representing 50% more capacity than the $MSFT deal, as well as an additional 1.4 GW (gross) at its Sweetwater site, which will be energized in April. In the current energy constrained market, $IREN's negotiating leverage is growing by the day. But I do not believe the company’s power capacity will stay idle for long. One advantage of $IREN's first hyperscaler deal that does not get talked about enough is the credibility boost that came with it. A tier 1 hyperscaler such as $MSFT conducts months of due diligence before signing multi billion dollar deals. This has the knock on effect of other hyperscalers now taking $IREN more seriously and ramping up their respective negotiations with the cloud provider. $IREN's CCO, Kent Draper, spoke about this in a recent interview with Power Analysis Ltd.. I highly recommend you watch the clip below if you have not seen it yet. ...More deals are coming. 📈
𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬171,927 次观看 • 4 个月前
$IREN was recently featured in Alex’s top 10 stocks list for 2026. For anyone who doesn’t know him, Alex has an extensive background in electrical engineering and data science and was one of the few people who saw the AI wave coming years before most. I still remember him being very bullish on $NVDA back in 2022–2023 when the stock was trading below $20. Same story with $PLTR... he was early there as well. He’s also quite different from most finance YouTubers. Alex actually deeply understands the underlying technology that makes these companies great. So him picking $IREN as one of his top data center plays for 2026 carries real weight.
𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬104,002 次观看 • 5 个月前
$IREN: Fake vs Real Power Something that appears to be overlooked by the broader $IREN investor community, and especially by analysts, is the recent set of ERCOT (Texas grid) changes. For a long time, most data center developers could purchase random parcels of land, or secure land through option agreements, and then claim they had a “multi-GW” power pipeline in Texas. Somewhere in the footnotes, they would then clarify: *Pending grid studies, interconnection agreements, and ERCOT approvals.* It used to be difficult to distinguish between what was “real” power and what was, at best, aspirational. That was especially true for projects already halfway through the process, such as those that had partially completed grid studies but had not yet secured the remaining approvals. This led to a tsunami of “fake” power claims from operators across the industry, many of whom used inflated pipeline claims to support their valuation and strengthen their negotiating position. With the new ERCOT changes in place, that is no longer possible. The statewide grid operator has now introduced a new batching system that categorizes projects based on real, tangible progress and the steps they have taken, queuing them accordingly. As of today, it largely comes down to whether your project is in “batch 0, base load”. If you are not in this initial batch, you can effectively kiss your project goodbye until, at the very earliest, 2028. For the first time, counterparties (i.e., customers) and investors alike can distinguish between what is real and what is fake, or at best still many years away. This plays directly into $IREN's hands, as it is one of the few operators in the space that has always been straightforward about its power pipeline, only announcing sites that have gone through all the necessary steps and approval requirements. As such, $IREN's Sweetwater 1 & 2 sites are all but guaranteed to be in the first “base” batch, with additional unannounced sites also likely to be part of it. These new changes undoubtedly strengthen $IREN's negotiating position, as the pool of seemingly near term capacity has now shrunk by a meaningful margin.
𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬59,267 次观看 • 2 个月前
$IREN CEO Daniel Roberts just reiterated that pretty much ALL hyperscalers they are talking to are interested in 1+ GW campuses. I believe securing a >1 GW colo comes down to $IREN's execution on its 75 MW Horizon 1 project at Childress. I have no doubt they'll deliver ✅
𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬42,644 次观看 • 1 年前
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