$IREN +11% AH - decent quarter vs expectations given the MSFT issues. Sounds like they are preparing for possible capex cuts, isolating funding sources to hit $25B capex (guide $25-30B last quarter) without equity or converts. Sold compute at $40M/MW to Anthropic; and 90% prepay on a $22M/MW 5-year deal. Pricing keeps rising. More on call at 5pm.(Historical earnings: For fiscal 2026 full year (period ended 2026-06-30), IREN reported basic EPS of -2.22 and diluted EPS of -2.22. Consensus expectations: For fiscal 2027 Q1 (event date 2026-11-05), consensus expects EPS of -0.665 and revenue of USD 0.222 billion.)