Slowly starting a position on $IREN (-3,12 %)

Highly recommend reading this post on X:

https://x.com/jiahanjimliu/status/2029641537567814012?s=46

$IREN (-3,12 %)

IREN Expands AI Cloud Capacity to 150,000 GPUs

NEW YORK, March 04, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has entered into purchase agreements for over 50,000 NVIDIA B300 GPUs that will expand its total fleet to 150,000 GPUs.

Time-to-compute is an increasingly important factor in today’s AI cloud market. Early procurement enables IREN to bring cloud capacity online with greater speed and certainty, ensuring deployment timelines remain on track as customer agreements progress.

IREN expects to deploy the additional GPUs in phases through H2 2026 across its existing air-cooled data centers in Mackenzie, British Columbia and Childress, Texas. The 150,000 GPU fleet is expected to support AI Cloud annualized run-rate revenue of over $3.7bn by the end of 2026.1 Existing data centers at Canal Flats and Childress provide capacity to support additional GPUs over time.

IREN has secured $9.3bn of funding in the past eight months across customer prepayments, convertible notes, GPU leasing and GPU financing. The Company expects to leverage these and other capital sources to finance approximately $3.5bn of additional capex for these orders expected in H2 2026 (including GPUs, servers, storage, networking, labor and ancillary equipment). Payment terms are structured on a post-shipment basis, enhancing working capital efficiency. Hardware procurement will continue to be sequenced in line with commercial milestones and capital availability. IREN remains focused on maintaining a disciplined capital structure as it scales.

Separately, IREN has also established an at-the-market equity program as part of its broader capital management framework. The program is intended to complement existing and new funding sources.

Daniel Roberts, Co-Founder and Co-CEO of IREN, commented:

“Scaling to 150,000 GPUs positions IREN among the largest AI cloud infrastructure providers globally and underscores the strength of our vertically integrated platform. In a supply-constrained environment, early hardware procurement reduces time-to-compute and increases execution certainty as we scale.”

https://iren.com/investors/news

$ZETA (-2,43 %) at $16 – AI-driven marketing platform growing revenue 28% and recently raised guidance.

$PATH (-1,13 %) at $11 – Leader in agentic AI automation, acquired WorkFusion, ranked #1 on the OSWorld benchmark.

$SOFI (-0,91 %) at $19 – Digital bank surpassing $1B in quarterly revenue, with the CEO recently buying $1M in shares.

$HOOD (-2,99 %) at $76 – $4.5B in revenue, 52% YoY growth, 750K international customers and expanding fast.

$IREN (-3,12 %) at $39 – $9.7B Microsoft deal, 4.5 GW data center pipeline, pivoting from BTC mining to AI infrastructure.

$ONDS (+3,45 %) at $10 – AI-powered drone company with NATO and German police contracts, revenue up 580% YoY.

$IBRX (+0,32 %) at $10 – Anktiva cancer immunotherapy, FDA-approved, sales climbing 60% YoY.

$TE (-1,09 %) at $6.50 – U.S. solar manufacturer with a 5 GW Texas factory online and a 2.1 GW cell facility launching in 2026.

Many are trading 30–50% below their highs.

Bookmark this. Revisit it in 2028.

$IREN (-3,12 %)
@Klein-Anleger Big thanks for your broad analysis of Iren!

For a long time I looked at the crypto market and saw nothing but a digital casino.

Between the 10,000% "to the moon" pumps and the endless sea of meme coins, it’s hard not to feel like the whole thing is just a giant game of bulls***.

I’ve spent the last few weeks watching YouTube videos and I have to admit that the Bitcoin ecosystem is an absolute masterpiece. Seeing it explained as a decentralized, self-sustaining machine changed my perspective from " bulls*** " to "speculative innovation."

Very good videos:

https://www.youtube.com/watch?v=vclZlAFXpEI

https://www.youtube.com/watch?v=-D3ChoNtlX8

Please recommend more!

My Current Setup (Noob)

I’ve decided to start small. A low allocation just to start playing the game. Currently, I’m running a 90/10 split: (100€ monthly)

• 90% Bitcoin ($BTC (-4,14 %)): It’s the king for a reason I guess.
• 10% Binance Coin ($BNB (-2,88 %)): Just because of the 25% discount on trading fees on binance and it is too good to ignore.

I’m fully aware I’m still "uneducated" in this space. I love the idea of decentralized tokens, but I’m struggling to understand the utility of other altcoins without them feeling like a roll of the dice.

Is a 90/10 BTC/BNB split too "safe," or is it the smartest way to start?

Are there other "beautiful machines" (actual utility projects) I should look into that are not just hype and noise? Because when I look at $ETH (-4,97 %) for example isn't it just Bitcoin but worst?

The 100€ montlhy deposit on binance is all automated but is it the best? I transfer to binance and then it auto converts 25€ each week to btc and bnb. I feel that I am paying more in spread for than I usually pay on spot trading for some reason. Please help

$BTC (-4,14 %) , $ETH (-4,97 %) , $SOL (-5 %) , $USDT (+0,1 %) , $USDC (+0,25 %) , $XRP (-3,69 %) , $AVAX (-2,14 %) , $BNB (-2,88 %) , $ADA (-3,88 %) , $SHIB (-3,72 %) , $DOT (-3,32 %) , $DOGE (-3,35 %) , $LUNA (-1,73 %) , $ASML (-2,72 %) , $NVDA (-0,74 %) , $NVO (-1,12 %) , $NOVO B (-0,88 %) , $V (-1,08 %) , $PLTR (+3,49 %) , $MSFT (-0,01 %) , $NFLX (-0,52 %) , $IREN (-3,12 %) , $NBIS (-1,22 %) , $DAPP (-3,94 %) , $CIFR (-5,58 %) , $DUOL , $MCD (-0,6 %) , $MA (-1,56 %) , $MARA (-6,01 %) , $SE (-4,5 %) , $OSCR (-3,83 %) , $UNH (-1,28 %) , $CRM (-0,92 %) , $NOW (+2,25 %)

#Crypto
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#PortfolioStrategy

$IREN (-3,12 %)