Haakon Arctander

$IREN: Chart's telling a story: long, stubborn trendline finally cracked. Beautiful, isn't it?

$IREN Sweetwater 1 HD - 3/12/2026 Made possible by OnlyFrans, edited and upscaled by @HArctander Lots of developments on both tracts: 1. Confirmed 2nd primary substation on the left tract, making the total confirmed 3. 2. Data Center rows are visible on the right of PS1. 3. Visible bulk substation transformer on the most right pad, possibly a transformer on one of the pads at PS1. 4. Mass grading on the left tract, indicating further development of the site towards adjecent parcels on the north and west. 5. Utility substation expansion now connected to the main switch, suspected POI for IREN's energization in Q2. 6. Suspected further build-out of primary substations on the left tract, south of the first two, confirmed by drone footage posted by a subcontractor. My considerations: -> IREN is making a site that is a blank slate for mass production of data center shells. -> The area right of PS1 is showing indications of rows, underground conduits, and this area will soon be ready for data center construction. -> The fact that there is 1 bulk substation transformer visible on the most right transformer pad, makes me certain that energization is not far out. -> I expect 750MW of gross power at the 36.5kV level (DC ready), to be flowing by the end of the year (incremental over the course of the year). -> Based on the concentration of the substations on the left tract (possibly 3 or 4), we could see the entire 1,400MW become operational on these 2 tracts. -> This further strengthens the believe that this will be a VR200/VR300 site, with a much smaller data center footprint due to a massive jump in rack density. Now as to "wen deal": I think @IREN_Ltd is making a site that can still pivot in either direction of Build-to-suit, colocation, or AI Cloud/IaaS. By doing all the step-down work first, but preparing multiple data center areas down to the 34.5kV level — the ultimate use-case doesn't need to be set in stone yet. I think this site will have a slow ramp up, but when the use-case is determined, all the moving parts will be in place, and the construction will be "released" as a coil spring into mass data center development, on multiple areas across the site in parallel. Time to data center = Time to revenue There are no delays when you do all the pre-work for 1,400MW of data centers, making the eventual construction a simplified copy-paste task at an unprecedented scale and pace. Sweetwater is the flagship and will be the holy grail of AI infrastructure in 2027/2028. Patience is a virtue, take the time to learn and know what you own.

$IREN Sweetwater 1 HD 2/15/2026 ~Made possibly by OnlyFrans™️ 1. A grand total of 3 primary substations are identified with an expected 750MW of gross and 450MW of IT load to be available at 36.5kV. 2. Two of these have transformers available in Texas, but currently not visible on-site. This would mean 500MW of gross capacity could be energized in H1 2026 at 36.5kV. 3. IREN is grading land for mass construction of a new data center design on both sides of the FM611. The site will be ready for actual structural works by April. 4. All of this will depend on manpower. Will they be able to pull 2-3k bodies to this site? The last information I got says they are confident that Abilene will help them fill the open roles soon, and the contractors are eager to work at Sweetwater 1. 5. The utility substation is being expanded. The switch without this upgrade could transport as much as 3GW. with a 25% increase in footprint, could Lone Star be adding 1.5GW of hardware? @IREN_Ltd's flagship site is taking shape. We are taking notes. More to come. Edited and upscaled by @HArctander

$BTC This is getting very interesting...

$IREN Childress 1/9/2026 HD Sometimes, we share our OF content with the public. Please enjoy this satellite image from last Friday. We can clearly see the first concrete slab of Horizon 3 being poured. We can also see the earthworks of Horizon 4 being prepared. We think they are ahead of schedule. Delivery of Horizon 4 could be done months earlier if this pace keeps up. What does this mean for Sweetwater 1, without the high demands from $MSFT? Enjoy the picture, and let me know what you see 🔬 Made possibly by OnlyFrans™️ Edited and upscaled by @HArctander

@Umbisam “…just enjoy the ride guys, thats all I got to say” - Cat $IREN

$IREN 🫶 👇

@Real_Crypto_Mil When you draw your trendline from the wick of the 27th it gets a little steeper, rejected right there for now. But it really wants to go…

$CRV Breaking and trading back above the yellow resistance would be my trigger for longs.

@GeoMetric_9 That’s an interesting chart, thank you!

These are good targets if you are planning to average out of $CVX along the way up. Yesterday's pullback was a retest of the breakout of the $4.1 Gann level.

@JayJayKan @JayJayKan Nice catch on $RENDER reclaiming the daily 200MA. It's also converging with the ~$4.40 level, which sparked big rallies in Feb and Nov 2024.

$RENDER just reclaimed the daily 200MA 🔥 A strong daily close above it would confirm the trend reversal. ✅Structure looks clean ✅Momentum building ✅Next target in sight Next leg loading….

@RupeeRekt I like that chart. The 4h is the most useful right now. Bounced right from the 50 SMA, too.

$CVX has been forming pennants before significant upward moves. The last two were small pennants, but a larger one is now forming, suggesting a major upmove is coming. Brace for the reprice. CVX's intrinsic value is currently $11, and this move will be explosive. Not financial advice.

@Umbisam My favorite kind of TA: an asset I own, with lines that have to be redrawn steeper and steeper…

$BTC vs $GOLD Accelerating

Over 90 million…

The volume on $CIFR 👀