Bitcoin miner positioned for AI power demand

In every past boom, technology helped supply catch up. This time technology is on the demand side, and supply is concrete, it’s steel, and a grid queue measured in years. CEO of $IREN, Dan Roberts: “Every new AI data center creates more demand for AI, not less. That's what people referring to past booms keep getting wrong about this one.” “Demand grows at the speed of software, but supply cannot. Supply grows at the speed of the real world: power connections, transmission lines, concrete, steel, and the thousands of people it takes to build.” You can get capital. You can’t get energized gigawatt on the timeline this demand needs. Market has far from priced $NBIS $IREN $CIFR $WULF $RIOT $BRUN correctly imo. -BP Not financial advice.