This won’t change IREN’s moats either, nothing in

the mining sector is big/strong enough to threat IREN, the threat comes from AI infra.

所有跟帖： 

• after that 2-hr research, I’m comfortable to defend my -晓炎- ♀ (222 bytes) () 11/06/2025 postreply 20:50:10

• 嗯嗯，真的写的很全面。good night. -bogbog- ♀ (0 bytes) () 11/06/2025 postreply 20:51:56

• 谢谢晓炎的研究和bogMM的comments -香虞- ♀ (0 bytes) () 11/06/2025 postreply 21:25:19

• 还有橡树，他看到了关键点，我只是回复了一下， -bogbog- ♀ (78 bytes) () 11/06/2025 postreply 22:03:53