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$IREN

BULLISH2026-06-14
Price around the call
↑ 2026-06-14
By horizon✗ miss-42.5%
1d
✗ -2.1%
5d
✗ -7.5%
21d
✗ -42.5%
Original post
Jim Liu · 2026-06-14

Neoclouds: Datacenter Activism With alot of activism against datacenters, even in the pro business state of Texas, I believe what we are seeing leverage being transfered from who bring the business to who bring the power. Prior to the AI power boom, governments would often need to incentivize businesses to build factories or other power consuming infrastructure in their jurisdictions. Now for future grid interconnections, Governor Abbott of Texas is looking to make datacenters pay the cost. $IREN's current energized sites in Childress and SW1 already have grid interconnection so their doesn't need to be payment for those but hopefully $IREN's batch 0 sites are grandfathered in. Now, if this is datacenter activism in pro-business Texas, its very likely that other states will increase

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