BITF—moving some. Decent Vol. I’m focused

    Posted by shellson2 on 7th of Oct 2025 at 08:30 am

    BITF—moving some. Decent Vol.

    I’m focused on more Canadian equities in short term.

    IREN as well  said Tuesday

    Posted by kalkgrun on 7th of Oct 2025 at 08:45 am

    IREN as well  said Tuesday it has signed additional multiyear cloud services contracts with AI companies for Nvidia (NVDA) Blackwell graphics processing units deployments.

    The company said it continues to expect to achieve more than $500 million in annualized run-rate revenue from the 23,000 GPUs currently operating and on order by the end of Q1 2026.

    Customer contracts have been received for 11,000 of the 23,000 GPUs, marking roughly $225 million in AI Cloud annualized run-rate revenue, anticipated to be operating by the end of this year, Iren added.

    IREN is like CRWV, but

    Posted by jared95 on 7th of Oct 2025 at 09:09 am

    IREN is like CRWV, but with its own gigawatts.  Gigawatts are the new gold rush.  Even crappy AES is getting bought for their GW.  Imagine with IREN will be worth as it signs deals, is it worth more or less than CRWV that has minimal GW locked in?

    Spot on.  I was even

    Posted by kalkgrun on 7th of Oct 2025 at 09:22 am

    Spot on.  I was even poking around this Terrestrial SPAC 

    Terrestrial / HOND → IMSR
    ~$0.4–1.3B (pre-merger SPAC)
    Pre-COLA licensing; dual DOE programs (reactor + fuel line); molten salt tech tested historically but not commercialized
    Very High if successful
    Very high; SPAC risk, redemption/dilution risk, regulatory uncertainty
    Offers the most asymmetric upside if the SPAC closes and licensing progresses, but execution and timing risk are extreme.

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