Jonah Lupton @JonahLupton · 20 Jun 2026
@JonahLupton @FirstWaveFund It looks like you may be vastly underestimating $NBIS and $IREN top line and vastly overestimating their short term profitability. What gives you the indication that they are going to slow expansion, slow capex, and focus on margins at this stage? Would be happy to share
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