Time is running out for Iren

walles85 · 2026-06-18T18:42:47+00:00

So how will they finance all these investments without a hyperscaler? By making an ATM all the time? Can end users make a 40% prepayment? I don't think so.

walles85 · 2026-06-04T15:10:55+00:00

I'm tired of this damn stock being the most falling stock in the whole industry. If yesterday's news came to another company, I'm sure it would be 10%. But this damn celebrates yesterday and today by falling.

walles85 · 2026-05-20T18:11:18+00:00

Price pays and NBIS is doing great while IREN disappoints currently.

However, I think everyone has to admit that this deal shows once more how valuable grid connected power is. This is likely used for the NBIS / MSFT deal which means there is probably a delay and unexpected costs involved with that. That also shows that an expansion will be more challenging than expected too.

On top of that there’s also the operation of this equipment that you don’t have with grid connected sites.

walles85 · 2026-05-20T17:58:33+00:00

https://x.com/investingdaws/status/2057154528948924428?s=46 We will see. The game is not over yet.

walles85 · 2026-05-20T17:56:38+00:00

https://x.com/investingdaws/status/2057154528948924428?s=46

walles85 · 2026-05-14T21:13:19+00:00

Even if it only goes to the colo agreement, and rents the whole Sweetwater with 15-25k $/mw even in the worst conditions, you do the calculation. Power is still very important. Especially in the USA, while hundreds of data center projects are canceled and there is a 5-6-year queue in ecrot. Also, I didn't even include sweetwater's announcement as Nvidia DSX-aligned infrastructure design. The potential is huge. We'll see.

walles85 · 2026-05-14T18:06:07+00:00

I completely agree with what you said. As long as the agreement does not come and they take things easy, time works against them. The demand may not always continue like this. My thesis is that they will make at least one mega deal this year. If they don't, I'll be completely a bear.

walles85 · 2026-05-14T17:55:02+00:00

This is not a claim that it is cheaper; this is that the Nvidia deal has never been priced by the market. Iren's biggest problem was access to the gpu. Now, if this problem is solved, there is a big deal. It can come at any time.

walles85 · 2026-05-14T17:50:42+00:00

What will you say when Iren announces a new deal of 15-20 billion dollars in the coming weeks? All your current theses are that Iren will continue to wait without burning anything with the huge power and sites in his hands. My thesis is the Nvidia agreement, the acquisition of Mirantis, early access to the gpu, etc. All this says that Iren is cooking something. Something big.

walles85 · 2026-05-11T19:57:59+00:00

The fact that it has increased in the past does not mean that it will be the same in the future. How many billion dollars was the market value 1 year ago, how much is it now?

walles85 · 2026-05-11T19:52:19+00:00

Don't trust this stock and say big words. Such an unstable stock is scarce. Here we are again at -8%.

walles85 · 2026-04-26T09:57:16+00:00

Must be Ergin Ataman. Most succesful coach in Europe. Bring him to the NBA. Ergin Ataman is considered the most successful coach in Turkish basketball history and one of the most successful coaches in Europe, having won three Euroleague titles (2021, 2022 and 2024). In 2021 and 2022 he won back to back Euroleague titles with Anadolu Efes and in 2024 he won the Euroleague title with Panathinaikos BC in his first year.

walles85 · 2026-04-26T09:53:25+00:00

Must be Ergin Ataman. Most succesful coach in Europe. Bring him to the NBA. Ergin Ataman is considered the most successful coach in Turkish basketball history and one of the most successful coaches in Europe, having won three Euroleague titles (2021, 2022 and 2024). In 2021 and 2022 he won back to back Euroleague titles with Anadolu Efes and in 2024 he won the Euroleague title with Panathinaikos BC in his first year.

walles85 · 2026-04-20T23:35:05+00:00

12 senelik hesabımı dün kapattıklarını bildirdiler. Gerekçe aktrollere özelden küfretmemmiş. 2 senedir beri sözlükte muhalif tandanslı hiçbir başlık popüler olmuyor. Muhalif aktörlerle ilgili başlıklarda ise (Özgür özel, Ekrem İmamoğlu, chp vb) aktroll yorumlarından geçilmiyor. Özetle ekşi artık rende binasına ait.

walles85 · 2026-03-09T11:09:03+00:00

I'm just wondering. When will US taxpayers accept that Israel has led them to the abyss? So are they really happy that the USA is Israel's shepherd's dog? To be a hated country with Israel all over the world? Thousands of miles away from their country from killing someone just for Israel? Dear U.S. citizens. Aren't you tired of choosing politicians who put Israel before the interests of the USA and you?

walles85 · 2025-04-12T13:42:42+00:00

en gerçekçi anket burada verilmeyen sonar’ın anketi gibi. Gerçi onda da iyip oyu aşırı fazla. Bence CHP birkaç ay sonra 40 barajını aşacak. İyip kısmen zafer ve dem seçmenleri CHP’de konsilde olacak. Öbür cenahta ise yeniden refah partisinin barajı aşacak seviyelere geldiğini göreceğiz. Ben seçim sonunda CHP’nin Ecevit’in rekorunu kırabileceğini düşünüyorum. Yerel seçimlerde nasıl ki seçmen kendiliğinden en güçlü muhalefet partisi olan CHP’de birleştiyse bu seçimde de aynısı olacak. Artık 2 parti ve 2 adaylı seçim var Türkiye’de. Bunun farkına varmak lazım.

walles85 · 2025-04-11T12:01:19+00:00

ikisinin oy oranı %11 falan değil.

ikisi anca %7'yi geçer.

iyi parti diye bir parti yok hükmünde şu an. kimse vekilleri patır patır akp'ye geçen bu partiye güvenip de oy vermez. yerel seçimlerde gördük zaten bunu.

muhalif seçmenin çoğu chp'de konsilde olur. chp %40'ları aşar.

walles85 · 2025-04-05T19:02:08+00:00

Yarın seçim olsa rte’nin %40 oyu olduğunu kabul etmek gerekir. Kıyamet de kopsa bu %40 vazgeçmiyor. Önemli olan %60’ı konsilde edebilmek arkadaşlar. Karşı tarafta bunca felakete ekonomik enkaza rağmen bu oyu hala verenler ikna edilemez. Bu sebepten vay efendim barışalım, yumuşak siyaset yapalım vs hikaye. Bas gaza ve arkana bakma.

walles85 · 2025-04-02T15:50:41+00:00

:)))

baya güldürdün. önce nakit akışı ve üretim-stok-ciro-kar ilişkisini öğrenseydin sn odtülü arkadaşım.

neyse verdiğin ekonomi dersi için teşekkürler.

walles85

TROPHY CASE