Postos
20https://irisenergy.gcs-web.com/static-files/3ad81dcd-5043-433c-b68a-4d8e237b0f37
IREN operates in two sectors - Bitcoin mining and AI-driven data centers - both of which are complex and widely misunderstood. Many investors may not realize how difficult it is to build and scale data centers. You can't just buy a plot of land, build a facility and flip the switch. It requires obtaining permits, negotiating energy contracts and working with government regulators. There are quite a few reports on how much energy will be needed to power future data centers, and that's a significant challenge.
That makes $IREN (-0,91%) unique in my opinion and I don't think the market has fully recognized the value yet.
Anyway, very exciting ✌️
$NVDA (-7,25%) Nvidia CEO: "Every data center of the future will be power-limited. Your revenues will be power-limited."
The $6.50 price will look so favorable by the end of the year.
We have a P/B ratio close to 1 here
Wall Street sees this as a pure $BTC (-0,27%) miner and you should be aware of the volatility caused by Bitcoin. But the transformation into one of the most powerful players in the data center sector is really exciting and a deal with a hyperscaler is only a matter of time.
Data centers, AI, alternative energies, real estate in promising locations, all future trends.
- > 500 acres ~28 miles from 1.4GW SW 1 & ~39 miles from Abilene
- 2.75GW total power now secured in West Texas
- Scale, time-to-power, fiber connectivity and low latency strongly position $IREN (-0,91%) sites for growing data center demand
(@IREN_LTD from x)
Who else has been looking at the company and how do you see the prospects?
(dilution of shares etc. I am aware of everything, but a price I am willing to pay for growth)
No defense industry but invested in renewable energy.
$NVDA (-7,25%) Nvidia CEO: "Every data center of the future will be power-limited. Your revenues will be power-limited."
The $6.50 price will look so favorable by the end of the year.
We have a P/B ratio close to 1 here
Wall Street sees this as a pure $BTC (-0,27%) miner and you should be aware of the volatility caused by Bitcoin. But the transformation into one of the most powerful players in the data center sector is really exciting and a deal with a hyperscaler is only a matter of time.
Data centers, AI, alternative energies, real estate in promising locations, all future trends.
- > 500 acres ~28 miles from 1.4GW SW 1 & ~39 miles from Abilene
- 2.75GW total power now secured in West Texas
- Scale, time-to-power, fiber connectivity and low latency strongly position $IREN (-0,91%) sites for growing data center demand
(@IREN_LTD from x)
Who else has been looking at the company and how do you see the prospects?
(dilution of shares etc. I am aware of everything, but a price I am willing to pay for growth)
Positive
Negative
$IREN (-0,91%) 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 (-8,01%) , $NVDA (-7,25%)
$IREN (-0,91%) , $ASML (-2,09%)
$TSM (-6,15%) , $AMZN (-3,47%) , $MSFT (-2,36%) , $GOOG (-2,49%)
$ASML (-2,09%)
$AMD (-8,01%)
$IREN (-0,91%)
Whether this was a mistake remains to be seen, but from here I see more potential in the other two companies ✌️
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 (-0,91%) ? I would be interested to know ✌️
All- In Cash Cost per $BTC (-0,27%) :
$IREN (-0,91%) Record-breaking growth in hash rate
In the year 2024 $IREN (-0,91%) set a new industry record for the fastest growth in operating hash rate (EH/s) in a single year among the $BTC (-0,27%) -miners, surpassing 400%.
$IREN (-0,91%) 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 (-0,27%) 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 (-14,84%) , $MARA (+0,69%) , $RIOT (-1,82%) , $BITF (-5,41%) , $CIFR (-8,61%) , $CLSK (-1,93%) , $WULF (-2,5%) ,
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