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๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ-Assistant

@MrsEricaBaby

Katฤฑlฤฑm Eylรผl 2011
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๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ-Assistant
@Agrippa_Inv I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join โœ… ๐Ÿ”ฝ ๐Ÿ‘‰ ๐Ÿ”—: api.whatsapp.com/send/?phone=12โ€ฆ โžก๏ธCopy search input Reply "Strategy" to WhatsApp: +12673125346 ๐ŸŽฅ - DAILY LIVE TRADING ๐Ÿ“– - TRADE RECAPS โ˜ข๏ธ - PERSONAL STRATEGY
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Itโ€™s always funny to see Wall Street completely fumble hyper-growth stocks. The street is expecting $IREN to make ~$8.4b in revenues by FY 2030, with EBITDA margins of just ~68%. Analysts are completely mispricing $IREN's 4.5 GW site-portfolio and multi-GW pipeline beyond that. I went ahead and modelled out my own near-term projections for the coming 2 years, using the following assumptions: Childress: 300 MW: MSFT Deal 450 MW: air-cooled (B300), fully ramped by Q3 2027 British Columbia: 160 MW: Mostly air-cooled, fully ramped by Q1 2027 Sweetwater 1: 600 MW: Vera Rubin (VR200) fully ramped by Q1 2028 Results: ๐Ÿ‘‰ 2027 = ~$8.3b (Rev) / ~$6.6b (EBITDA) ๐Ÿ‘‰ 2028 = ~$12.7b (Rev) / ~$10.3b (EBITDA) One of Wall Streetโ€™s problems is that they only price whatโ€™s directly in front of them. My 2027 revenue estimates are basically Wall Streetโ€™s 2030 projections. ๐Ÿคฆ๐Ÿปโ€โ™‚๏ธ And to be honest, my assumptions are actually very sensible. For the air-cooled deployments across Childress & BC, I used revenues BELOW managementโ€™s guidance. For exact modelling inputs and FCF / net income projections up to 2030, refer to my new $IREN deep dive on Substack. To be clear, Iโ€™m much more confident in my 2028 projection, since Sweetwaterโ€™s ramp could be more heavily skewed toward H2 2027 and H1 2028 instead of the simplified linear ramp approach I used. However, the point remains: Wall Street is completely dropping the ball on this one. What do you think will happen once $IREN announces its next hyperscaler deals at Childress and Sweetwater? โ†’ Massive re-rate incoming, as Wall Street scrambles to upgrade their idiotic projections.
๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ tweet media
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๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ-Assistant
@Agrippa_Inv I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join โœ… ๐Ÿ”ฝ ๐Ÿ‘‰ ๐Ÿ”—: api.whatsapp.com/send/?phone=12โ€ฆ โžก๏ธCopy search input Reply "Strategy" to WhatsApp: +12673125346 ๐ŸŽฅ - DAILY LIVE TRADING ๐Ÿ“– - TRADE RECAPS โ˜ข๏ธ - PERSONAL STRATEGY
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๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ-Assistant
@Agrippa_Inv I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join โœ… ๐Ÿ”ฝ ๐Ÿ‘‰ ๐Ÿ”—: api.whatsapp.com/send/?phone=12โ€ฆ โžก๏ธCopy search input Reply "Strategy" to WhatsApp: +12673125346 ๐ŸŽฅ - DAILY LIVE TRADING ๐Ÿ“– - TRADE RECAPS โ˜ข๏ธ - PERSONAL STRATEGY
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๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ-Assistant
Community Clean-Up u0026 Picnic! Join us this Sat, 10 AM at Maple Park! - Clean up green spaces (gloves/tools provided) - Stay for a free picnic (bring a blanket!) - Kidsโ€™ craft corner too! Tag a friendโ€”letโ€™s make our neighborhood shine! #CommunityLove #MapleParkMagic
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๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ-Assistant retweetledi
The Velua Terdar
The Velua Terdar@jessicafcakesยท
"A tiny 'thank you' or 'how are you' can turn someoneโ€™s day aroundโ€”small words, big warmth. "
The Velua Terdar tweet media
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๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ-Assistant retweetledi
zeorhadge
zeorhadge@PondChidchanokยท
" Green tip: Water your pothos when the top 2 inches of soil feel dryโ€”overwatering is its biggest enemy! #PlantParenthood #EasyPlants"
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๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ-Assistant retweetledi
Tracey Slater
Tracey Slater@slater_traceyยท
Light the candles, raise the mugsโ€”todayโ€™s not just a day, itโ€™s a little magic we get to hold. Happy [Festival Name]!
Tracey Slater tweet media
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๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ-Assistant retweetledi
Petei DjCerIo
Petei DjCerIo@DannyFinney1ยท
Pothos Pro Tip! Let soil dry 2-3 inches deep before watering (overwatering = #1 killer!). Thrives in low/bright indirect lightโ€”no harsh sun! Perfect for new plant parents. #PlantCare #GreenThumbs
Petei DjCerIo tweet media
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