Thank you my friend! Being able to upload unlimited pictures / videos really makes a significant difference when telling a long story, i.e., when presenting a Deep Dive.
Outstanding work. This is an extremely thorough and insightful deep-dive on IREN. Your analysis of the companyβs hyperscale potential is exceptionally well-structured. Thank you for producing such a high-quality piece.
Great article, i love how you articulate the past history of IREN and execution to show their true MOAT when it comes to their experience! Great job, glad i ran into this
@agrippa I wanted to ask you if you had a discounted cash flow valuation sheet for IREn for the next 5-10 years that you could share? This would be incredibly valuable for me to reference with my own and for my own learning in general?
Great content. It is so much better laid out this way than on X. Looking forward to read more about the valuation in a future post, and the "AI bubble".
Superior quality integration of charts, videos, and pictures! Let's go!
Thank you my friend! Being able to upload unlimited pictures / videos really makes a significant difference when telling a long story, i.e., when presenting a Deep Dive.
Agreed, so much better than a tweet!
Glad to hear! :)
Great read. As someone who knew nothing about the space, you explained the complexities of this industry to a tee! Thank you.
Great article Agrippa! Looking forward to this journey.
Thank you Vlad! Going to be a good one ;)
Outstanding work. This is an extremely thorough and insightful deep-dive on IREN. Your analysis of the companyβs hyperscale potential is exceptionally well-structured. Thank you for producing such a high-quality piece.
Great article, i love how you articulate the past history of IREN and execution to show their true MOAT when it comes to their experience! Great job, glad i ran into this
Appreciate it Solomon!
@agrippa I wanted to ask you if you had a discounted cash flow valuation sheet for IREn for the next 5-10 years that you could share? This would be incredibly valuable for me to reference with my own and for my own learning in general?
Why do I suddenly feel FOMO? π
yoooooooooooo wtf is this article bro ! legend quality ! you are something else !
Glad I found you. Thank you for this and everything to come π€
Hahah, Iβm glad you liked it mate! π₯
As Above, So Below.
Are you a hedge fund?
No ;)
Great start to the new venture Agrippa. I know bigger things are coming
Appreciate it Butcher!
Great content. It is so much better laid out this way than on X. Looking forward to read more about the valuation in a future post, and the "AI bubble".
Great to hear! The upcoming posts will be absolute bangers. I canβt wait to publish them.
Excellent detailed and high quality work. Thank you
Very much appreciate it, Mark!
Love the content quality. Please keep it up <3
Always πͺ
Excellent breakdown set in context to others illustrating how and why IREN is elite
Thank you mate!
Much appreciate. Love to read your work.
Awesome, I'm glad you enjoy it :)
Great job Brother!! Fantastic analysis.
Thank you, Yerra!!
Still blown away by the quality of research. Aesthetically this is far superior than X.. Upgrades people, upgrades!
Hahah my homie, thank you for the support brother. And yeah, this type of format is so much better.
Nice work!
Thanks!