Duncan (@FloodCapital) raises a critical concern regarding IREN's 2GW Sweetwater project, stating it's not "secured" due to a lack of ERCOT approvals and inadequate switching stations. This directly contradicts @moneyqubit's claim of "2.9 GW of secured renewable power," suggesting investors may be misled. Investors should demand clarification from IREN on ERCOT approvals for Sweetwater to assess the true potential of its claimed 2GW scale catalyst.