$IREN Dan on CNBC a minute ago 🫶

$500 million of revenue today on only 2% of their overall contracted power!🚀

did he just say they are not focused on colocation anymore and only ai cloud? Also did he say “contracted” out for the 23k GPUs?

unsure if he meant ‘contracted out’ as referring to the ‘buy’ order … could though also be as ‘fully leased out’ … in this regard, the AWS mention is meaningful more than anything else

better see a 8-k filing soon if this is indeed true and MNPI 😆

500 m ARR from 2% of their power. With all power used that would be 25b annual run rate. 11b market cap. Just nuts.

Did he just casually drop AWS?

Thank you for posting!

@smartertrader I sold Iren $49.75 and Waited..Thank you Jpm for the Downgrade! RE-BOUGHT at $40/40.50 I appreciate selling at the exact Top and Re-entering -10 on a pullback ! And will DCA down to $35 if need be

Causally saying they can do 25b in rev with their current power lmao

Daniel-Power! Thanks for sharing, Umbisam!

This man is a star ⭐️

Did he just say aws

Looks like a DON bro What a legend

Yes, doing relationships with customers like AWS. Which makes sense, since they provide raw power rather than software platform. 2% contracted power of reserved is quite incredible. Have to wait and see.

I need some native Australian to listen this and explain me word by word

Look at Dan smiling like a baby

Bullish

Can’t tell if he said AWS is a client or saying they are going to become AWS like.

Chad

$DEFT next for ETPs in Europe

Fantastic interview. Are we bullish enough ?

Thanks for sharing !!

🔥🔥🔥

🦘🕐⚡🚀👑🥂

I love his humility at the end of the interview, casually saying we’re very excited for the future and downplaying the move in $IREN stock this year hinting there are much bigger moves to come.

@Leo_Traydes

🚀

@xai なんて言ってるの？

🐐