Buy IREN by Nov 11, 2026.

This is the first of four tranches in a 5 year, $10 billion contract. The remaining 3 tranches are due by end of year. Why is H1 acceptance so important? Because it proves their execution and their moat. While many data centre buildouts are facing supply constraints, long grid approvals, governor audits and heavy community opposition (and some are outright being cancelled), IREN's 700MW Childress and 1.4GW Sweetwater 1 facilities are already years past these hurdles. They also have Nvidia …