IREN as AI data center and bitcoin mining infrastructure play

$BE earnings blew out today, surging 24% Bloom Energy makes fuel cells, riding the tailwind of AI data center power supply Stock price up 20x in the past year And that genius kid Leopold Aschenbrenner, kicked out of OpenAI, running a hedge fund, grew from 225 million to 5.5 billion USD in a year He took a heavy position in this stock early 2025, now sitting on 2 billion USD in unrealized gains He also holds heavy positions in these: $CORZ $IREN $SNDK $APLD $CRWV $CIFR $TSEM After all, coming from OpenAI, no one understands AI infrastructure better than him