$BITF (+7,31%) is in almost identical business to $IREN (-3,95%) and $CIFR (+3,68%) and are currently investing heavily in data centers and could get a deal in the near future. They don't have an HPC customer yet, which is why I think they will take the first offer, which I think is very likely. This would be extremely bullish (possible 10x). The infrastructure is needed and Bitfarms is delivering...
Also something for the friends: