🇬🇧 Luke - loosing currently

EXCLUSIVE: what attendees at RAISE Summit heard about $IREN. Lando ran a Space with people who were at the summit, and they put questions directly to IREN's team on the ground. What was said, per attendees: ➟ Horizon 1 handover confirmed for July 19, commissioning through H2. ➟ Microsoft reportedly very happy so far. Hands off. Described as great partners. ➟ IREN on calls with NVIDIA basically every day. ➟ Deals being signed today are said to be on better terms than two months ago. ➟ Prepayment sweet spot now around 25-40%. Some customers apparently offering 100%. ➟ GB300 Exemplar Cloud certification, with an announcement expected soon. Only a handful of providers hold it. ➟ IREN reportedly among a small group selected to test Vera Rubin. Mass production unofficially late this year, more likely early 2027. Sweetwater 1 and Horizon 5-6 as Vera Rubin homes. ➟ Mirantis deal targeted to close this month. ➟ Semiconductor tightness, Micron, visible into 2031. Now, why I'm posting it with a warning label instead of a rocket emoji. None of this is company guidance. Second-hand reports from a conference floor are exactly that. Dates slip. People misremember. A great quarter of vibes is not an 8-K. But the SHAPE of it is what interests me, because it lines up with what's already documented. ➟ The Q3 deck says Sweetwater is designed for next-gen architectures including Vera Rubin. ➟ Mirantis announced day-zero Vera Rubin support yesterday. Prepayments climbing means customers competing for capacity, not the reverse. ➟ And Horizon commissioning in H2 is exactly what the deck told us in May. Nothing here contradicts the filings. Everything here rhymes with them. If any of this turns out wrong, it's on the conference floor, not on the company. Wait for the announcements. Then decide who was early. This is not financial advice. Do your own research. I'm long $IREN.