u/Significant-Fact4476

Iren has huge potential, simply because they have contracted just 10% of the power portfolio so far.

Would you pay for real-time prices? If so, how much?

Would you pay for real-time prices? If so, how much?

What’s your take? Initially, I was really sold on Iren, but gradually I’m starting to think there might be quite a bit of downside after all. My concerns:

1. Even if the $4 billion ARR is realized, the company still needs to become profitable, and secondly, that would still imply a P/S ratio of \~4.
2. Chinese models are getting better and better, despite having less compute at their disposal.
3. Significant dilution.

What do you think?

What’s your take? Initially, I was really sold on Iren, but gradually I’m starting to think there might be quite a bit of downside after all. My concerns:

1. Even if the $4 billion ARR is realized, the company still needs to become profitable, and secondly, that would still imply a P/S ratio of ~4.
2. Chinese models are getting better and better, despite having less compute at their disposal.
3. Significant dilution.

What do you think?

Do you think this is good for the stock? Of course, it will be positive for revenue, but do you think SpaceX can turn it into a business with positive margins?

A growing share of Nvidia’s demand is being financed through debt.
A $500B financing vehicle with Apollo & Co. allows data center operators to borrow money to buy GPUs. Nvidia is also backstopping part of OpenAI’s lease obligations in Ohio, while OpenAI continues to burn a lot of cash.

I don’t think the issue is with demand or the technology. I think the bigger risk is the financing behind it. What do you guys think?

My entry price is at around 50