IREN is like CRWV, but

    BITF—moving some. Decent Vol.I’m focused on more Canadian equities in ...

    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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