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Eshal fatima
Eshal fatima
IREN’s first 50MW Horizon delivery is more than a construction milestone. It gives investors an initial proof point for the company’s shift from bitcoin mining toward AI cloud infrastructure under its five-year Microsoft contract, valued at about $9.7B. The key question now is repeatability: remain, within a program totaling roughly 200MW in Childress, Texas. My read is that valuation should increasingly reflect execution across#XiaomiEarningsWatch #30YYieldHits2007High #SanDiskLongTermDeals

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