just saw that IREN is ramping up their processing capacity by 50%, which is pretty significant if they're serious about scaling. they're also doing an at-the-market offering to fund it apparently. not sure how many people are paying attention to this but infrastructure plays like this usually matter more than people realize. when companies start talking about 50% expansion, it usually means they're expecting way more volume ahead. curious to see how this affects their market position over the next year or two. anyone following this one closely?