$IREN Ltd(IREN)$ Why the 20% D

Why the 20% Drop in $IREN Doesn’t Add Up 🔴

• Surging AI demand shows no signs of slowing down

• Data center construction remains firmly on track

• Massive 3GW pipeline set to come online over the coming years

• Secured access to low-cost power while competitors struggle to keep up

• Landmark $9.7B hyperscaler deal with Microsoft already secured

• Additional major hyperscaler partnership expected imminently

• Exceptional contract terms, including a ~$2B prepayment from Microsoft driven by intense demand

• Favorable vendor financing from Dell for GPUs and critical equipment

• Recent multi-billion-dollar capital raise to fortify the balance sheet

This pullback looks like an overreaction—fundamentals are stronger than ever.

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