💯%—and that's exactly what I wanted to achieve with my thesis at IREN ✌️
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@Klein-Anleger I hadn't thought of that before, but it's another catalyst for $IREN 😂 At first, all of IREN’s efforts to involve the local community seemed unnecessary, but it’s actually a major advantage for the future process (including Sweetwater 2) when it comes to obtaining permits.
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•@Pazzzi Great, my thesis is: "The value of fixed contracts for power connections will rise dramatically because infrastructure will become the new bottleneck in AI expansion." It seems to be slowly coming together... ;-) Now we just need the stock price to follow suit...
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@Klein-Anleger I agree; opposition to data centers is now massive everywhere. At the same time, token usage is growing exponentially—driven by enterprise applications, autonomous AI agents, and the upcoming push for open models. If network connections that have already been announced are now canceled, the situation will continue to escalate and token prices will keep rising—and IREN stands to benefit massively from this. Unfortunately, though, the macroeconomic environment is pretty bad and financing is getting more and more expensive—which, unfortunately, is keeping the stock price down...
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@Klein-Anleger $IREN It's going to be huge—don't worry! …and that's true even without Texas! Any investment in green energy and water will pay off—in this context. …and I almost never say this: "for sure"!
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@Klein-Anleger Check out $BITZ. Let me know what you think. 😁
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