Thank you for the detailed analysis:
Do I understand your argument in favor of Iren and against Nebius that Iren has better and safer access to electricity?
Do I understand your argument in favor of Iren and against Nebius that Iren has better and safer access to electricity?
••
@ichmussweg Thanks for reading 🤝
Nebius simply has a broader base and has secured less electricity via contracts, for example. And that's exactly the play I want to make with the share. The leverage through these long-term electricity contracts, which I think I can do best with IREN so far...
Nebius simply has a broader base and has secured less electricity via contracts, for example. And that's exactly the play I want to make with the share. The leverage through these long-term electricity contracts, which I think I can do best with IREN so far...
•
11
•