Aug. 13 at 5:18 PM
$RUM IS BUILDING AI COMPUTE INFRASTRUCTURE
$RUM MARKET CAP: ABOUT
$3.29B
$IREN MARKET CAP: ABOUT
$16.04B
USING RUM’S APPROXIMATELY 400M CURRENT ECONOMIC SHARE BASE
$16.04B ÷ 400M =
$40.11 PER
$RUM SHARE
THAT IS THE MARKET-CAP MATH IF
$RUM RE-RATES TO
$IREN
$IREN SHOWS WHAT THE MARKET PAYS FOR DELIVERED, COMMISSIONED AI-CLOUD CAPACITY
$RUM HAS QUAKE AI, WITH
$87M–
$93M Q3 REVENUE GUIDANCE, OR ABOUT
$348M–
$372M ANNUALIZED
QUAKE AI HAS APPROXIMATELY 250 MW OF UNMONETIZED POWER TARGETED FOR 2027
MANAGEMENT SAYS THAT OPPORTUNITY COULD SUPPORT
$3B+ IN ANNUAL REVENUE AT CURRENT MARKET RATES
IF
$3B+ OF ANNUAL REVENUE IS CONTRACTED FOR 5 YEARS, THAT REPRESENTS
$15B+ IN POTENTIAL CONTRACT VALUE
THE 180 MW MAYSVILLE, GEORGIA / ATLANTA-AREA SITE HAS POWER, PERMITS, GEORGIA POWER APPROVAL, A SUBSTATION, TRANSFORMERS, AND GENERATORS IN PLACE
MANAGEMENT IS ACTIVELY ENGAGED WITH MULTIPLE HYPERSCALERS
$IREN IS THE VALUATION BENCHMARK
MAYSVILLE IS THE CATALYST
QUAKE AI IS THE ENGINE
$ARKK $ARKW $WCLD