The Tech Investor @TheTechInvest · 03 Sep 2026
I expect $IREN to be re-rated in 2026 because of these facts from Q4 Call: 1. On the undisclosed customer: "A large leading frontier AI lab". [ $IREN CCO] 2. On the pricing power: 3Y contract pricing is up about 125% since $MSFT deal; 5Y contract is up about 70%. 3. On the
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