$IREN (-10,54 %)

Positive

• Record Bitcoin mining revenue of USD 113.5 million, an increase of 129% compared to the previous quarter
• Net profit of USD 18.9 million compared to a loss in the previous quarter
• Operating cash flow of USD 53.7 million
• 39% reduction in electricity costs per Bitcoin from $35,359 to $21,418
• 75% hardware profit margin in January 2025

Negative

• Revenue from AI cloud services fell from USD 3.2 million to USD 2.7 million quarter-on-quarter
• Other costs increased from USD 21.4 million to USD 25.1 million quarter-on-quarter
• Reduction in the planned hashrate expansion from 57 EH/s to 52 EH/s

$IREN (-10,54 %) is going up well right now, got in at €10... what do you think is still possible 🧐?

The USA has 45.6% of all data centers worldwide. By 2030, US energy demand will account for 8% of US electricity. China continues to struggle with chip manufacturing due to trade bans on high technology.

$AMD (-2,29 %) , $NVDA (-3,63 %)
$IREN (-10,54 %) , $ASML (-0,72 %)
$TSM (-0,58 %) , $AMZN (-2,39 %) , $MSFT (-1,57 %) , $GOOG (-2,32 %)

$ASML (-0,72 %)
$AMD (-2,29 %)
$IREN (-10,54 %)

Whether this was a mistake remains to be seen, but from here I see more potential in the other two companies ✌️

$IREN (-10,54 %)
$BTC (+0,68 %)

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 (-10,54 %) ? I would be interested to know ✌️

All- In Cash Cost per $BTC (+0,68 %) :

$IREN (-10,54 %) Record-breaking growth in hash rate

In the year 2024 $IREN (-10,54 %) set a new industry record for the fastest growth in operating hash rate (EH/s) in a single year among the $BTC (+0,68 %) -miners, surpassing 400%.

$IREN (-10,54 %) 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 (+0,68 %) 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 (-1,06 %) , $MARA (-6,47 %) , $RIOT (-8,95 %) , $BITF (-2,27 %) , $CIFR (-9,09 %) , $CLSK (-6,69 %) , $WULF (-8,41 %) ,

https://iren.com/

$TMDX (-4,22 %)

After careful consideration, I have decided to sell the small share $TMDX (-4,22 %) until there is more clarity here. Above all, I also wanted to free up capital for possible additional purchases at $AMD (-2,29 %) / $NU (-11,11 %) / $IREN (-10,54 %) to be able to make additional purchases.

Not that I necessarily believe in the correctness of the short report, but this situation makes it the easiest decision to liquidate my position.

$IREN (-10,54 %)

This small cap builds and operates data centers to support high-performance computing (HPC) applications such as mining and AI. $BTC (+0,68 %) mining and AI, using low-cost renewable energy sources.

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.

Earnings next week

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