Agrippa Investments has long been preaching the benefits of $IREN (+2,17%) . Now he has published a deep dive on the company - about its moats and operational advantages.
The text is long, but extremely interesting
He visited the Childress site and spoke to the IREN team, among others.
If you are interested, here is the link:
https://www.agrippa.investments/p/copy-iren-a-hyperscaler-in-the-making