$IREN - One thing I got from this update is that the company isn't in any rush to sign new deals. Demand continues to exceed both its current and planned capacity, which gives IREN the flexibility to be highly selective about who it partners with. You can already see that strategy in its customer base. Capacity has been allocated across a diverse mix of hyperscalers, AI developers, enterprises and frontier AI labs. Let time pass and I believe the shareprice will take care of itself.
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