6J·

OPENAI UND ORACLE DEAL

$ORCL (+1,3 %) just signed a $300 billion deal with OpenAI for 4.5 GW of capacity.


$IREN (-3,26 %) valuation today is about $9 billion, and it will eventually have 2.9 GW.


You can do the math. 🤯


IREN is insanely cheap. I can’t believe how undervalued this is.“

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How is it possible when Microsoft owns 49% of OpenAI? 😀
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