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Re: rosemountbomber post# 258

Wednesday, 11/12/2025 10:56:37 AM

Wednesday, November 12, 2025 10:56:37 AM

Post# of 395
Yep. sell off today may be related to a Barrons article which I think questions the depreciation schedule for the GPU's.
Can't link article but I think it takes Jim Chanos's line that all the GPU's that IREN is buying will have to be replaced in 3 yrs .
IREN says there is residual value after 3 yrs . Not all compute needs state of the art GPU's .
Etc

Kiwi
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