James Chanos @RealJimChanos · 27 Aug 2026
The forecast is for CY26 Jimbo @danroberts0101 $iren missed an opportunity to match their cap ex budget with a FY27 ARR guidance Do you really think 20-25m per MW IT results in $4B ARR? They company will conservatively bring 250 MW of air cooled capacity on line at Childress
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