RT @jiahanjimliu: $IREN: H2 Final Update from IR to Large Share Holder Today, a group of very large shareholders held a call with IREN’s investor relations to get to the bottom of the H2 rumors. 1. H1 will be billing continuously from August 13th onwards. H1 was delivered according to original contract and specs. Any changes made will not interrupt billing. 2. H2 will be delivered in weeks. 3. H3-H4 will be delivered by late December 2026. From what I can see, this more or less calms the rumors around H2. H1 revenue will be steady and strong, up ton45 day delay from roughly mid Oct for H2, and H3 minimal delays and H4 by late December. H1-4 all will be handed over to MSFT in 2026. I was not part of call as these very large holders are mid 8 digits, 9 digits, and mid 9 digits measure
在 X 查看 ↗