Just saw IREN's planning to boost their processing capacity by 50% - that's pretty significant. They're moving forward with an at the market offering to fund it, which is basically their way of raising capital without committing to a fixed price upfront. The at the market offering approach is smart tbh, gives them flexibility on timing and pricing.

Not sure how many people are paying attention to infrastructure plays like this, but capacity expansion usually signals confidence in demand. The at the market offering structure also means they're not desperate to dump a ton of shares at once. Curious to see how the market reacts to this move and whether it actually translates to better performance on their end.