100 lifetime Heat Impact points
Total points, rolling 30 days
Heat generated per catalyst post
Calls that triggered a trending rank
Distinct tickers mentioned
Homepage spotlight features
wow.. $IREN $NBIS and $CRWV are all funding the same AI capex boom but the financing tells three very different stories. IREN is the one that caught my attention: 45–55% customer prepayments + asset-backed financing can cover 90–96% of GPU capex. $NBIS gets cheaper capital…
This is the $IREN chart I care about. Revenue/IT-MW has moved from ~$10M toward $23M on 3-year contracts and ~$17M on 5-year contracts. more revenue from the same scarce power footprint, while customers and lenders increasingly fund the GPUs. The $684M loss is…
Stats reflect public post engagement tracked by Olyth's Retail Heat engine and are not financial advice or an endorsement.