How ironic is it that @IREN_Bull was right about @elonmusk only a few days earlier: Just to think, here was me defending him 😮 In retrospect, I should have seen the sign - Elon was literally politically lobbying at the time. 🤭 $IREN $SPCX

Wow Elon, calm down on the influencing market thing bro - what’s your agenda this time? 🤭😉 $IREN $SPCX

Opus 5.5 is much better in terms of reasoning, speed and token consumption IMO. Thank you @AnthropicAI

$IREN’s next growth engine could be AI factories it never has to own. Here’s the idea @danroberts0101 Build an operating business for sovereign funds, utilities and infrastructure investors that have the capital and power—but need someone to turn them into working AI infrastructure. The proposition: “You own the AI factory. IREN makes it work.” Imagine a partner in a politically stable, energy-rich market saying: “We have land, power and $5bn. We want our own sovereign AI infrastructure.” Money buys equipment. It doesn’t automatically deliver a functioning, commercially competitive AI cluster. Someone still needs to connect everything: Power → substations → data centres → cooling → GPUs → networking → commissioning → cloud software → reliable daily operations. That is where IREN could productise the expertise it has been building. The partner funds and owns the assets. IREN leads development, coordinates delivery, commissions the cluster and operates it under a long-term agreement. IREN could earn: • Design and development fees • Deployment and commissioning fees • Recurring operations and management fees • Software integration and support revenue • Performance fees for energy and cluster optimisation • A potential share of compute revenue where it helps secure customers The attractive part is the recurring relationship after construction finishes. Every new partner-owned factory could add years of operating revenue without requiring IREN to fund the entire asset base. Build once for yourself. Turn what you learn into a business you can sell repeatedly. And this gives the sponsorship strategy a much more interesting potential purpose. 🏀 Golden State Warriors: bring the AI ecosystem into the room. Use hospitality and events to convene prospective compute customers, NVIDIA ecosystem partners, investors and infrastructure owners. A carefully chosen room could contain the company that needs compute, the investor willing to fund it and the team capable of delivering it. IREN could be the company connecting all three. ⚽ Real Madrid: take that proposition to a global audience. Use the platform to host utilities, sovereign investors and infrastructure funds considering their own AI buildout. The wider commercial ecosystem including brands such as Emirates provides a setting for international relationship-building. It doesn’t guarantee access or contracts; IREN would need a deliberate programme to turn visibility into qualified opportunities. Show prospective partners an operating cluster. Walk them through the economics. Explain the delivery plan. Then put a concrete offer on the table: “Your capital. Your power. Your AI infrastructure. Operated by IREN.” That is how sponsorship could become a business-development channel with measurable outcomes: introductions, proposals, signed mandates and recurring revenue. The differentiation would come from taking responsibility across the whole delivery and operating process. Plenty of companies can supply an individual component. The valuable proposition is having one accountable operator bring the pieces together—and keep them performing. IREN would need to prove it can repeat that across other people’s sites, with disciplined contracts and without absorbing their construction, funding or demand risk. Execution would be the moat. Start with one flagship partner project. Establish the model. Make the next deployment more repeatable. IREN could keep owning strategic sites where ownership offers the strongest returns, while using partner capital to expand its operating footprint elsewhere. Own where the returns justify it. Operate where others want to own. Over time, that could add a second question to the investment case: “How much infrastructure does IREN own?” And: “How much of the world’s AI infrastructure runs under IREN’s management?” The first grows an asset base. The second could build a global operating business. TimeToCompute

Hey @danroberts0101 @IREN_Ltd - could really do with some commentary / reassurance following Elons comments yesterday. Our capital is being demolished here. $IREN

Don’t be surprised when the ‘Universal high income’ that Elon promised doesn’t come. It’ll more than likely be extremely high income for the few, and starvation for the rest. Elons commentary on Neoclouds earlier today has proved how ruthless he is & demonstrates that there isn’t a ‘piece of pie’ for everyone.. Elon has demonstrated that he’s ready to tank even his good friend @JensenHuang’s business ventures to continue his ego driven ventures for financial gain..despite being the worlds richest man. This flowery over abundant AI future is only the few elitists as per usual. Is this really someone you want to entrust with your future? $IREN $NBIS $NVDA $SPCX

Perhaps it’s now time for $NBIS & $IREN to come together? @danroberts0101 @romanchernin - it’s time.

Hey @elonmusk, why are you doing this bro? @jiahanjimliu is a nice guy & has really helped the $IREN community.