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@KashRamki "There has been a lot of talk about an AI bubble lately. So here are a few things for $IREN investors to consider: 1) IRENs valuation has to be underpinned by cash flow. Anything else is unacceptable. If valuation gets dramatically ahead of what management delivers every few quarters I would say the speculation has gotten out of hand. 2) This is an infrastructure business serving the greatest value creation story in the history of all of mankind. Accordingly it should garner a premium recognizing that all premiums eventually get arbitraged. Said another way returns on capital employed should"
X Link @KashRamki 2025-10-07T11:54Z 3719 followers, 64.5K engagements

"Greetings from Sweetwater TX $IREN Never been more bullish"
X Link @KashRamki 2025-10-14T15:42Z 3721 followers, 140.5K engagements

"Thanks for sharing. I was just visiting with a large BTC miner who is using earlier generation ASICS to realize tremendous profits. While the market had massively discounted these ASCIS as fully depreciated because of the halving cycles that push up the need for compute these guys buy the older generations at very good prices and turn a great ROIC. This is the perfect analog to the HPC debate where computational needs at the bleeding edge will require frequent upgrades to stay at the forefront of training. Meanwhile the inference use cases where the monetization occurs is far steadier and"
X Link @KashRamki 2025-10-16T01:11Z 3721 followers, XXX engagements

"Spent the day talking to multiple datacenter counterparties and I can tell you that the AI demand is real. The need for power is insatiable. The sheer amount of effort and intellectual capacity going into solving this crisis is awe inspiring. A seminal moment in the history of mankind. $IREN"
X Link @KashRamki 2025-10-15T03:12Z 3721 followers, 27.6K engagements

"@JackMenshaw I have no info outside of their website. Where else should I look"
X Link @KashRamki 2025-10-15T03:45Z 3721 followers, 1323 engagements

"I reread this and couldnt help but think how early we are. It boggles the mind that AI infrastructure is still not being fully valued knowing all that we know about power shortages. $IREN"
X Link @KashRamki 2025-10-13T11:11Z 3721 followers, 14.7K engagements

"People seemed spooked by this news but really shouldn't be. This implies 4-5% dilution at current valuations. Yet it is this same dilution that will deliver many (many) billions more of value for $IREN shareholders. The train continues to $XXX. Pause. Reflect. Proceed"
X Link @KashRamki 2025-10-08T10:49Z 3720 followers, 36.9K engagements

"Same thought different rate cut"
X Link @KashRamki 2025-10-13T22:59Z 3721 followers, 4486 engagements

"The brevity of this model does the conclusions a great disservice. I agree with @RealJimChanos that the analyst could lay things out better but to say the analysis is wrong is also misleading. I havent reviewed the details but Operating Income appears directionally correct imho based on a highly conservative assumption set. Cant defend the analysts work though"
X Link @KashRamki 2025-09-25T21:00Z 3676 followers, 2766 engagements