💡 Welcome to Make Money, part of the Finance Frontier AI podcast series—where we decode asymmetric investment opportunities hiding in plain sight. In this episode, Max, Sophia, and Charlie broadcast from IREN’s high-performance facility in Childress, Texas, where renewable-powered Bitcoin miners and 816 NVIDIA H100 GPUs work side by side. With a +2746% EPS surprise, no debt, and monetized GPU leasing already underway, IREN ($IREN) isn’t just a miner—it’s a mispriced AI infrastructure play with a shot at 15X upside.

🔹 EPS Inflection Point – From a $51M loss to $18.9M profit in one quarter. $0.09 EPS beat expectations by +2746%.
🔹 AI Lease Monetization – 816 H100 GPUs online, renting for up to $50K/month. $150M+ projected in 2025.
🔹 Bitcoin Moat – Sub-$0.03/kWh energy costs = profitability even at $30K BTC. Post-halving edge only grows.
🔹 Zero Debt, Institutional Backing – BlackRock and Vanguard now hold 12%. 18% short interest = squeeze setup.
🔹 The $20 Re-Rating Setup – EPS forecast at $0.40–$0.50 = 6:1 risk/reward with support near $5.
🔹 The 15X Path – $1B+ potential revenue by 2027 from Bitcoin + AI. Scaling to 2,000 H100s by 2026.
🔹 Options Strategy – Swing zones ($6–$7 in, $9.50–$11.50 out), 6-month $10 calls, and covered call overlays.
🔹 Acquisition + Moat Story – Fully integrated infra: land, power, GPUs, contracts = irreplaceable stack.

🚀 This isn’t a crypto bet—it’s a GPU infrastructure monetization play.
🚀 IREN is printing profits, not just mining tokens.
🚀 Infrastructure is the bottleneck—and IREN owns it, end to end.
🚀 Energy economics = the overlooked alpha. $0.03/kWh is a 40–60% margin edge.
🚀 AI scarcity = pricing power. H100s are cash-flow assets, not capex anchors.
🚀 The market still thinks this is a miner. And that’s your window.

🔹 GPU Shortage Deepening – With OpenAI, xAI, and Stability all competing for limited compute, companies with H100 access are gaining strategic pricing leverage. IREN is already online.
🔹 BTC Halving + Institutional Re-Rating – IREN’s dual-engine model compounds in post-halving bull cycles, while analysts still model it like a single-source miner.
🔹 Execution-Proven Leadership – CEO Daniel Roberts (ex-Palantir) has already delivered operational pivot and scale. From 0 to 816 H100s in 18 months.
🔹 Analyst Coverage Just Beginning – With only limited institutional research coverage today, the re-rating window is wide open. That won’t last.
🔹 M&A Risk-on Environment – GPU scarcity + low valuation = takeover bait. A buyout could rerate the stock overnight.

✅ IREN is already scaling a two-engine cashflow business.
✅ The 12-month target is $18–$20, with $5 downside = 6:1 setup.
✅ The 5-year path is $100+—if BTC hits $150K and AI ramps.
✅ The asymmetric edge is real. And it’s now.
✅ This isn’t hype—it’s infrastructure with leverage.

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