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← @growthrapidly

$IREN

BULLISH2026-10-19
Price around the call
↑ 2026-10-19
By horizonMaturing · ~16 trading days to go
1d
✓ +4.1%
5d
…
21d
…
Original post
Joel · 2026-10-19

RT @growthrapidly: $IREN CEO Daniel Roberts just shared some very bullish updates on GPU financing and customer demand. According to Roberts, customers are prepaying 45%–55% of GPU costs, while additional financing has brought total funding coverage to 96%–over 100% on recent deals, with GPU payback periods of approximately 2 years. Meanwhile, 2026 capacity is largely sold out, recent 3-year contracts are priced at more than DOUBLE last year's levels, and demand for 2027 capacity exceeds available supply several times over. Roberts also confirmed that discussions for 2028 capacity are already underway. His message is clear: Finding customers isn't the problem. Bringing enough GPUs online to meet demand is.

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