Why the 20% Drop in $IREN Doesn’t Add Up 🔴
• Surging AI demand shows no signs of slowing down
• Data center construction remains firmly on track
• Massive 3GW pipeline set to come online over the coming years
• Secured access to low-cost power while competitors struggle to keep up
• Landmark $9.7B hyperscaler deal with Microsoft already secured
• Additional major hyperscaler partnership expected imminently
• Exceptional contract terms, including a ~$2B prepayment from Microsoft driven by intense demand
• Favorable vendor financing from Dell for GPUs and critical equipment
• Recent multi-billion-dollar capital raise to fortify the balance sheet
This pullback looks like an overreaction—fundamentals are stronger than ever.
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