Jason
3.1K posts










Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus. @danroberts0101, Co-Founder and Co-CEO of $IREN commented: “Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.” Learn more: iren.gcs-web.com/static-files/d…

Blockbuster earnings from the Mags…BUT the equal weight is massively outperforming the weighted index today. 🤔



$GOOG CFO says capex in 2027 will increase "substantially" over 2026. Street is expecting up 10%. My take: I bet it's up 20-30% next year.







