14H·

Incredible potential from Iren 👌

BamBamInvest · 2025-10-05T11:44:46.834103Z

$IREN $BTC $IREN started earlier than its competitors. The potential is incredible in the truest sense of the word. "We own the entire stack - land, electricity, substations, data centers and computers. We don't lease anything. This means lower costs, higher performance and long-term reliability. Currently, GPUs consume less than 2% of our total energy portfolio." CEO & Founder Daniel Roberts $IREN Vertical DC integration What does the vertical integration of data centers mean for $IREN ? We take a look at this article from DataXConnect: " $NBIS will be a DataOne tenant for the next 10 years" (1). $NBIS provides the designs for the construction by DataOne. DataOne owns power, land, substations, transmission infrastructure, backup power generation and facility operations! $NBIS pays colocation to DataOne! The 3.7 billion that Google/Fluidstack $WULF pays for 200 MW (2)? The 3 billion that Google/Fluidstack pays $CIFR pays for 168 MW (3)? $NBIS DataOne is paying around 5.45 billion for their 300 MW. It is probably more, as DataOne has significantly more influence than $WULF / $CIFR as DataOne/BSO operates 240 data centers worldwide; for comparison: $EQIX (75 billion mcap) has 270 data centers. In addition, DataOne has additional capital expenditures for gas turbines behind the meter and will likely pass at least some of the costs on to $NBIS pass on. For $IREN which has already paid most of these costs at lower prices, this is largely pure margin! From the Neoclouds $ORCL , $CRWV , $NBIS , $IREN . Is $IREN the only ones who own their own land, power, data centers and electrical infrastructure! $CRWV was lucky and signed a contract with $CORZ when $CORZ was on the verge of bankruptcy. He also secured $ORCL Crusoe's electricity when Crusoe failed at Bitcoin mining. $CRWV at least recognizes the weakness and tries to $CORZ to buy up. 1) https://dataxconnect.com/insights-dataones-new-300mw-data-center-with-nebius-signals-americas-insatiable-appetite-for-ai/ 2) https://investors.terawulf.com/news-events/press-releases/detail/112/terawulf-signs-200-mw-10-year-ai-hosting-agreements-with 3) https://investors.ciphermining.com/news-releases/news-release-details/cipher-mining-signs-168-mw-10-year-ai-hosting-agreement/ $CIFR $CRWV $NBIS $GOOGL $GOOG $MSFT $META $ORCL $NVDA $WULF

$IREN (+7.59%)
$BTC (+0.99%)

$IREN (+7.59%) started earlier than its competitors. The potential is incredible in the truest sense of the word.

"We own the entire stack - land, electricity, substations, data centers and computers. We don't lease anything. This means lower costs, higher performance and long-term reliability. Currently, GPUs consume less than 2% of our total energy portfolio."

CEO & Founder Daniel Roberts

$IREN (+7.59%) Vertical DC integration

What does the vertical integration of data centers mean for $IREN (+7.59%) ? We take a look at this article from DataXConnect: " $NBIS (+2.8%) will be a DataOne tenant for the next 10 years" (1). $NBIS (+2.8%) provides the designs for the construction by DataOne. DataOne owns power, land, substations, transmission infrastructure, backup power generation and facility operations!

$NBIS (+2.8%) pays colocation to DataOne! The 3.7 billion that Google/Fluidstack $WULF (+2.07%) pays for 200 MW (2)? The 3 billion that Google/Fluidstack pays $CIFR (+5.78%) pays for 168 MW (3)?

$NBIS (+2.8%) DataOne is paying around 5.45 billion for their 300 MW. It is probably more, as DataOne has significantly more influence than $WULF (+2.07%) / $CIFR (+5.78%) as DataOne/BSO operates 240 data centers worldwide; for comparison: $EQIX (+1.24%) (75 billion mcap) has 270 data centers. In addition, DataOne has additional capital expenditures for gas turbines behind the meter and will likely pass at least some of the costs on to $NBIS (+2.8%) pass on. For $IREN (+7.59%) which has already paid most of these costs at lower prices, this is largely pure margin!

From the Neoclouds $ORCL (-1.41%) , $CRWV (-2.77%) , $NBIS (+2.8%) , $IREN (+7.59%) . Is $IREN (+7.59%) the only ones who own their own land, power, data centers and electrical infrastructure! $CRWV (-2.77%) was lucky and signed a contract with $CORZ (-2.28%) when $CORZ (-2.28%) was on the verge of bankruptcy. He also secured $ORCL (-1.41%) Crusoe's electricity when Crusoe failed at Bitcoin mining. $CRWV (-2.77%) at least recognizes the weakness and tries to $CORZ (-2.28%) to buy up.

1) https://dataxconnect.com/insights-dataones-new-300mw-data-center-with-nebius-signals-americas-insatiable-appetite-for-ai/

2) https://investors.terawulf.com/news-events/press-releases/detail/112/terawulf-signs-200-mw-10-year-ai-hosting-agreements-with

3) https://investors.ciphermining.com/news-releases/news-release-details/cipher-mining-signs-168-mw-10-year-ai-hosting-agreement/

$CIFR (+5.78%)
$CRWV (-2.77%)
$NBIS (+2.8%)
$GOOGL (-0.67%)
$GOOG (-0.5%)
$MSFT (-0.15%)
$META (-2.33%)
$ORCL (-1.41%)
$NVDA (-0.8%)
$WULF (+2.07%)

BamBamInvest

@BamBamInvest

8Mon·

IREN Limited the most efficient Bitcoin miner with enormous potential ?

$IREN (+7.59%)
$BTC (+0.99%)

IREN Limited, formerly Iris Energy Limited, is an Australian-based company that owns and operates data centers powered by 100% renewable energy. Its facilities are optimized for Bitcoin mining, artificial intelligence (AI) cloud services and other power-intensive computing. The mining data centers are located in Canal Flats, Mackenzie, Prince George and Childress. Bitcoin Mining provides security for the Bitcoin network. Al Cloud Services provides cloud compute for Al customers, 1,896 NVIDIA H100 and H200 GPUs. The Canal Flats facility is located in the Canadian Rocky Mountains, 100 kilometers (km) from Cranbrook Regional Airport and 500 km east of Vancouver. Its facility is located in Prince George, the city in northern British Columbia, 500 km north of Vancouver. The facility is located in Childress County, Texas, more than 250 miles northwest of Dallas and in close proximity to several wind and solar power plants in the region. The company operates 200 MW of data centers in Childress.

I have put together a few interesting graphics here and I would be interested in your opinion of the company.

@stefan_21
@Testo-Investor Have you already dealt with the miners, what do you think of $IREN (+7.59%) ? I would be interested to know ✌️

All- In Cash Cost per $BTC (+0.99%) :

$IREN (+7.59%) Record-breaking growth in hash rate

In the year 2024 $IREN (+7.59%) set a new industry record for the fastest growth in operating hash rate (EH/s) in a single year among the $BTC (+0.99%) -miners, surpassing 400%.

$IREN (+7.59%) also held the previous single-year growth record of 350% in 2023.

Graphic: @Agrippa_Inv from 𝕏

According to VanEck, switching from BTC mining to an AI data center of just 20% for $IREN would be worth a capitalization of $6,571,000,000.

Despite $BTC (+0.99%) halving , $IREN achieved an impressive annual production growth of 55% - the highest growth rate among all public $BTC miners in 2024.

Graphic: @Agrippa_Inv from 𝕏

$CORZ (-2.28%) , $MARA (-0.06%) , $RIOT (+1.28%) , $BITF (+1.8%) , $CIFR (+5.78%) , $CLSK (+4.7%) , $WULF (+2.07%) ,

https://iren.com/

+ 2

8 Comments

Boutique D.@Boutiquedeinvestimento

13H

We are not bullish enough 🚀

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BamBamInvest@BamBamInvest

13H

@Boutiquedeinvestimento Yes we are not 🫡

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Alexxela@Alexxela

12H

How do you deal with such multibaggers? Is one part sold at 3x, for example?

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BamBamInvest@BamBamInvest

11H

I had already sold 1/3 to reduce the risk because I didn't know how quickly Wall Street would recognize the potential and there might still be a setback. But that was at 50% plus, when I had already taken out 1/3. Not since then, it always depends on the valuation and the potential. I would probably take another 1/3 out at 70$. I always decide on the spur of the moment, as I said it always depends on which company it is and how fast it goes. And $IREN has future potential, it's not a bubble, especially as they have the capacity and are already earning money. Take a look at the quantum computer values with 10 employees, which have 20 billion valuations, I would deal with something like that differently, but I wouldn't invest in something like that either. My target is fast-growing companies that are close to profitability and Wall Street doesn't see the potential, or doesn't see what they can be, or doesn't believe that these stocks will become profitable in the near future.

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Alexxela@Alexxela

10H

@BamBamInvest
Thanks for the feedback, then I've understood. Yes, that's where I have my quasi-dilemma. Even if I believe in the company - let's take NVIDIA or Palantir as an example - I still think that some stocks may have run too hot and it may therefore make sense to take some of the profits and invest the money in other stocks that are still rather undervalued. For example, CLSK as a possible alternative. Or something similar to Oscar Health or something similar.

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BamBamInvest@BamBamInvest

10H

@Alexxela I didn't quite understand that, but it may be that my wording was not quite correct due to the speed of my reply. Yes, you're right that $IREN has perhaps run a little hot and the RSI is right up against the ceiling, but I think we are a long way from a Palantir valuation and short-term overheating doesn't bother me, especially as I assume that we will be much higher in the next 1-2 years and therefore my multiplier is much higher than if I realize profits now and put it into another company. I can't find a better investment opportunity at the moment either. And $CLSK may be more profitable in the short term, but they have nowhere near the capacity in the pipeline that $IREN has and I'm not short term and I'm not looking for short term returns. 😊

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Alexxela@Alexxela

@BamBamInvest Yes, sorry, I was also on the road and tried my text by voice input in ChatGPT. However, not everything was transferred correctly and I just copied it over. What I meant to say, or what my thought was, is this: Even if a stock is a long term investment and a solid stock - such as Nvidia or basically Palantir, although it is currently overvalued - I am of the opinion or struggling with the thought that maybe I should sell a portion to realize gains and with the money I could then invest in other companies that are more favorably valued or show more potential.
At this point I wanted to say: maybe not necessarily current Irish, because it has run 10x in 5 months, even if basically a solid investment. That was my thought - it was not meant to be negative with regard to $IREN.

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BamBamInvest@BamBamInvest

@Alexxela Now I have understood it 😂. Thought it was me . All quite understandable, I just somehow have a feeling that $IREN will be 30-50% higher at the end of the year, so I don't want to take any profits just yet. Then I also plan to take 1/3 off the table. If not, bad luck, but I see much higher prices here. Alternatively, I would currently only find the healthcare sector attractive, everything else has too little upside potential in the short term or is already highly valued or has performed well. And even if $IREN has already performed well, in my opinion it was wrongly priced as a pure $BTC miner, so I do see overheating here from the
RSI and many other indicators, but not necessarily from the valuation ✌️

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