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I’m just getting to some of the sell-side cheerleaders’ reports on $IREN’s quarter, and boy…are they a hoot. Here’s Cantor quietly cutting their FY 2026 EBITDA estimate by a cool 35%. And look at the revenue estimate cut(19%!) for the quarter we are in now. https://t.co/hmtSX4imlD (2) And here’s Macquarie telling you that despite needing over $10B externally over the next few years(they will need more), neither interest expense nor the $IREN share count will increase! That’s pretty nifty. Trust these recommendations at your own peril. https://t.co/MxNjLYMzev
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Library as of 2026-10-25