@Agrippa_Inv Avatar @Agrippa_Inv ๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ

๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ posts on X about $iren, $irens, in the, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 70.48% finance 26.67% technology brands 11.43% cryptocurrencies 8.57% countries 0.95% automotive brands 0.95% currencies 0.95%

Social topic influence $iren #84, $irens #2, in the 11.43%, ai 10.48%, market 8.57%, $btc #4246, $msft #216, $groy #8, growth 5.71%, business #2306

Top accounts mentioned or mentioned by @danroberts0101 @irenltd @ryanmdorsey23 @thebigdegen @fransbakker9812 @blackpanthercap @mi20483980476 @sentinelflash @jiahanjimliu @billhauck @imyjimmy @ethanlu2015 @dollarcostavg @landoinvests @gnarleyjs @litigiousdulce @thekamahsutra @ilzmcfly @theusefulstack @peterjwolff

Top assets mentioned Iris Energy Limited (IREN) Bitcoin (BTC) Microsoft Corp. (MSFT) Gold Royalty Corp. (GROY) CoreWeave, Inc (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Hims & Hers Health, Inc. (HIMS) Palantir Technologies Inc. (PLTR) Bitdeer Technologies Group (BTDR) Cipher Mining Inc. Common Stock (CIFR)

Top Social Posts

Top posts by engagements in the last [--] hours

"$IREN was recently featured in @TickerSymbolYOUs top [--] stocks list for [----]. For anyone who doesnt know him Alex has an extensive background in electrical engineering and data science and was one of the few people who saw the AI wave coming years before most. I still remember him being very bullish on $NVDA back in [--------] when the stock was trading below $20. Same story with $PLTR. he was early there as well. Hes also quite different from most finance YouTubers. Alex actually deeply understands the underlying technology that makes these companies great. So him picking $IREN as one of his"
X Link 2026-01-14T19:57Z 25.1K followers, 104.3K engagements

"Is $IREN going to announce a new deal tomorrow $IREN announced its deal with $MSFT a few days before its previous earnings call. Naturally a lot of investors expected the same pattern this time around. Yet here we are the day before earnings and nothing has been announced. Personally I never expected new deals to be announced the same way they were last time. Given $IREN's price action following the previous earnings call I was fairly sure management would change up their strategy. Either they announce a new deal independently of earnings meaning in the weeks before or after the call or they"
X Link 2026-02-04T22:02Z 25.1K followers, 110.8K engagements

"$IREN securing sub 6% interest on $3.6b of GPU debt is VERY impressive. This ranks among the lowest interest rates for any neo-cloud or colocation provider. https://twitter.com/i/web/status/2019521618985513202 https://twitter.com/i/web/status/2019521618985513202"
X Link 2026-02-05T21:20Z 25.1K followers, 71.6K engagements

"$IREN Q1 (FYQ3) Full Breakdown & Analysis (Deep Dive) In this post Ill cover everything new revealed in $IREN's recent Q1 earnings presentation (+ the follow-up CEO interview) and provide some much-needed context and insights. ๐Ÿงต"
X Link 2025-05-19T17:54Z 25.1K followers, 104.2K engagements

"@pei_liu3 @Tsuff101 @midlevelcruiser @Wyatts_Torch @OakenshieldVGX @Tsuff101 has been bearish $IREN / bullish $BTDR since early [----] since then $IREN has outperformed Bitdeer by a factor of 6x this guy will never learn ๐Ÿ˜‚"
X Link 2025-10-25T21:35Z 25.1K followers, [----] engagements

"@Bill_Hauck"
X Link 2025-12-02T18:38Z 25K followers, [----] engagements

"$GROY Radar Report: https://www.agrippa.investments/p/the-most-asymmetric-gold-bet-c5a https://www.agrippa.investments/p/the-most-asymmetric-gold-bet-c5a"
X Link 2025-12-04T18:00Z 25.1K followers, [----] engagements

"Im in the same camo as you are. I like $GROY s growth trajectory & management seems quite competent but its business is still tied to gold prices at the end of the day and as you said gold is quite over-stretched at the moment. Partially for that reason Ive just initiated a small starter position in $GROY and treat it more of a speculative holding at this point. https://twitter.com/i/web/status/1997945598809456893 https://twitter.com/i/web/status/1997945598809456893"
X Link 2025-12-08T08:25Z 25.1K followers, [---] engagements

"@RHouseResearch @BigTechPod Wait so you are bullish $CRWV but bearish $IREN"
X Link 2026-01-10T20:11Z 25.1K followers, [----] engagements

"@EthanLu2015 @TheBigDegen Sweet $GROY certainly on a great run ๐Ÿ“ˆ"
X Link 2026-01-21T22:10Z 25.1K followers, [---] engagements

"@IREN_Ltd Props to CFO Anthony Lewis & the rest of the team on securing 6% interest on $3.6b of GPU debt. Very impressive"
X Link 2026-02-05T21:48Z 25.1K followers, 37.9K engagements

"@DollarCostAvg @TheBigDegen @IREN_Ltd Name a neo-cloud / colo provider that has gotten lower rates excl converts"
X Link 2026-02-06T04:58Z 25.1K followers, [---] engagements

"@LandoInvests The dip that kept on dipping ๐Ÿ˜‚ I feel ya Lando. It looks like $IREN is on its way to recovery though"
X Link 2026-02-06T18:05Z 25K followers, [---] engagements

"@swishzilla Id start questioning the thesis if $IREN doesnt delivery on the $MSFT capacity (missing deadlines or the delivery is sub-par). But at the moment I see that as low probability outcome"
X Link 2026-02-06T18:15Z 25K followers, [---] engagements

"@gnarleyjs Whats your point ๐Ÿ˜‚ $IREN is currently 170% above your price target of $16 & I dont think well re-visit that level ever. Have fun waiting"
X Link 2026-02-06T18:23Z 25.1K followers, [---] engagements

"@investingluc @Whatever1872 Well said"
X Link 2026-02-09T13:40Z 25.1K followers, [----] engagements

"@mi20483980476 No "evidence" but still nailed the call. In fact $IREN got sub 6% lol"
X Link 2026-02-11T03:26Z 25.1K followers, [---] engagements

"@mi20483980476 $IREN getting sub 6% interest while the sector is getting 9-10% isn't meaningless imo. Cost of capital is a big deal esp when your business model is deeply dependent on large CAPEX spending"
X Link 2026-02-11T03:30Z 25.1K followers, [---] engagements

"$IREN's share price Ive read many different takes on why $IREN is supposedly on this downward trajectory. Some claim its due to $BTC weakness others say its just distress in the AI sector. Either way a large number of $IREN shareholders do seem concerned and wonder if we have already put in a long-term top. In this post Ill unpack all of it & provide you with my take on $IREN's recent share price performance. First of all even though Bitcoins price action has been disappointing over the past couple of months I doubt it has had a significant impact on $IREN's share price performance. Yes $IREN"
X Link 2025-11-14T20:31Z 25.1K followers, 238.7K engagements

"Ive just initiated a new starter position. Tomorrow Ill be releasing our first Radar Report at Agrippa Investments on an interesting gold-related hyper-growth stock. Today I initiated a small starter position in the name given the quality of its fundamentals and the reasonable valuation at current prices. In tomorrows Radar Report Ill walk through the companys fundamentals and why I believe it has a very good shot at delivering a 10x over the coming [--] years which is the prerequisite for getting covered in my Radar Reports series. Can you guess what stock Im talking about Hint: its market cap"
X Link 2025-12-02T18:12Z 25.1K followers, 57.7K engagements

"Yesterday I published our first Radar Report on $GROY $GROY is one of the fastest-growing names in the gold-related equity space delivering over 100% YoY revenue growth in Q3. While $GROY isn't profitable yet I wouldn't be surprised if it ended up with $NVDA level net margins a few years from now. For the full breakdown of this hyper-growth stock (and the score I gave it) check out the new Radar Report. Shout-out to the following people who guessed the ticker correctly: ๐Ÿ‘‡ @Bill_Hauck @markrsinclair @MelitonCarrillo @barakeliasi100 @norriswalker Ive just initiated a new starter position."
X Link 2025-12-04T18:00Z 25.1K followers, 36.7K engagements

"According to the Financial Times lead times for large gas turbines are now sitting at [---] years more than DOUBLING since [----]. For the past [--] months I have seen plenty of $IREN critics try to diminish the company's massive secured power pipeline by claiming that other devlopers can simply build on-site energy generation (via gas turbines). Besides this being significantly more expensive to build and to maintain it now takes almost [--] years to even get your hands on the necessary equipment. $IREN's [--] GW power portfolio has never looked any better. ๐Ÿ“ˆ $IREN $CIFR FT is fuming about power"
X Link 2025-12-08T17:15Z 25.1K followers, 50.4K engagements

"@TheBigDegen $GROY has been doing quite well recently Happy for you my friend :) NFA though ;)) I just publish my research"
X Link 2026-01-21T22:09Z 25.1K followers, [---] engagements

"@CroConMedia @danielisdizzy Somehow with all of these tailwinds their gross margin still managed to nudge down QoQ. Might be just temporary noise but thats literally the opposite of pricing power. $NBIS software moat has yet to become visible on the P&L"
X Link 2026-02-13T13:12Z 25.1K followers, [---] engagements

"$IREN - Complete A-Z investment case In this post Ill cover why I expect this hyper-growth stock to crack $150 over the next [--] monthsrepresenting a gain of 1150% from its current price of $12 ๐Ÿ“ˆ I went All-In this stock and for good reason. ๐Ÿงต"
X Link 2024-11-13T19:22Z 25.1K followers, 747.4K engagements

"1) $IREN - Intro I believe that $IREN is THE stock to hold over the coming years as it is positioned at the center of the two strongest 'narratives' of this business cycle & bull market AI and Bitcoin. This small cap with a market cap of just $2.3 billion builds and operates data centers to support high-performance computing applications (HPC) such as $BTC mining and AI leveraging cheap renewable energy sources. @IREN was founded in the fall of [----] by the Australian brothers Will & Dan Roberts (@danroberts0101) and went public in November [----]. Based in Sydney the firm was established with a"
X Link 2024-11-13T19:22Z 25.1K followers, 55K engagements

"3) $IREN's Infrastructure Portfolio After gaining extensive experience in the energy infrastructure sector the Roberts brothers launched $IREN with a clear focus: finding land with access to the cheapest available energy. Contrary to popular belief many renewable energy sources are often the most cost-effective forms of energy. This is in part because renewable energy typically generates electricity that must be consumed immediately as storage technologies are still insufficient (although $TSLA is slowly changing this). Without sufficient demand much of this energy goes to waste. In some"
X Link 2024-11-13T19:22Z 25.1K followers, 41K engagements

"New $IREN Deep Dive Over the past couple of weeks Ive been working on a new deep dive laying out why $IREN is one of the best picks for [----]. The report covers $IREN's near term catalysts the companys fundamental setup and my newly updated $IREN price target. Spoiler: my new [----] price target is MULTIPLES above the current share price. I didnt just shoot in the dark for this PT. I modelled out what upcoming hyperscaler deals could look like using our proprietary tool then took the projected [----] earnings applied a reasonable forward PE multiple and backed into the [----] target. Honestly I"
X Link 2026-01-13T20:16Z 25.1K followers, 104.3K engagements

"$IREN's exponential growth is something to behold. From $3.5m of monthly revenue in January [----] to nearly $80m in August [----] this company is on a generational run. The $MSFT deal alone will deliver around $162m of monthly revenue. Add a couple more hyperscaler deals on top and we could easily see $IREN make over $500m per MONTH as early as next year. This is real exponential growth. Of course revenues are not everything. A company has to be profitable for those revenues to matter. But with projected net income margins in the vicinity of 10% in the near term I'm confident $IREN will generate"
X Link 2026-01-19T19:40Z 25.1K followers, 101.9K engagements

"Just bought some $NUAI The new position now represents a little over 10% of my portfolio. I'll make another post in a couple of hours explaining the rationale behind the purchase. https://twitter.com/i/web/status/2013641114910101819 https://twitter.com/i/web/status/2013641114910101819"
X Link 2026-01-20T15:53Z 25.1K followers, 89.9K engagements

"Why I initiated a position in $NUAI $NUAI is a stock that has been on my radar since late November. Up until late last week I had completely written it off. I saw it as an extremely speculative story stock and wanted nothing to do with it. However my stance has changed over the past few days. Over the weekend I had a long discussion with my friend @litigious_dulce who shared a perspective that made me completely revisit the thesis and ultimately flip my view on the stock. Here is why I am bullish on $NUAI: One of the reasons I decided to enter a position is that Dulce himself has taken a"
X Link 2026-01-21T19:37Z 25.1K followers, 142.5K engagements

"It is very obvious that $IREN is about to sign new hyperscaler deals in the coming weeks and months. $IREN still has [---] MW (IT) up for grabs at its Childress campus representing 50% more capacity than the $MSFT deal as well as an additional [---] GW (gross) at its Sweetwater site which will be energized in April. In the current energy constrained market $IREN's negotiating leverage is growing by the day. But I do not believe the companys power capacity will stay idle for long. One advantage of $IREN's first hyperscaler deal that does not get talked about enough is the credibility boost that"
X Link 2026-01-26T22:05Z 25.1K followers, 170.2K engagements

"We recently released a new Radar Report on the fastest growing company I have ever seen: $REAX This real estate brokerage platform basically went from near $0 annual revenue in [----] to nearly $2b today a seemingly exponential rise. Even more interesting is the fact that the company has a market cap of just $775m implying an incredibly low valuation of [---] on a P/S basis. However there are some important caveats to the story which we break down in depth in our dedicated Radar Report available to Advanced (+) members on Substack. I would also like to announce that we are currently working on"
X Link 2026-01-27T19:19Z 25.1K followers, 21.6K engagements

"https://www.agrippa.investments/p/the-real-disruptor-of-the-housing-cd1 https://www.agrippa.investments/p/the-real-disruptor-of-the-housing-cd1"
X Link 2026-01-27T19:19Z 25.1K followers, [----] engagements

"Loved todays dip buying opportunity Trump nominated Kevin Warsh for the next Fed chair which seemed to spook the markets today. Interestingly Warsh has an atrocious track record having been on the wrong side of history many times. In [----] at the age of [--] Warsh became the youngest ever member of the Feds Board of Governors. Then during the Great Recession in [----] he was famously hawkish and worried about inflation. Remind you that was one of the only periods over the past [---] years where we had DEFLATION. Its quite hilarious how bad his track record is. In [----] he doubled down claiming that"
X Link 2026-01-30T22:10Z 25.1K followers, 44.4K engagements

"$IREN price action post earnings release is nasty. The market seems to be throwing a tantrum over [--] things: no new hyperscaler deals being announced and a big miss versus analysts EPS expectations. 1) No new hyperscaler deal announcements is disappointing but with the Sweetwater site being energized in just a couple of months its clear to me that $IREN will sign a new deal at the latest by early Q2. 2) The EPS miss is irrelevant to me. All I care about is $IREN's future earnings power from its AI and HPC segment. $IREN's Q4 revenue still consisted primarily of mining operations which should"
X Link 2026-02-05T22:05Z 25.1K followers, 179K engagements

"@ssamsmit @ilzmcfly Half of that is already under contract to $CRWV"
X Link 2026-02-10T20:48Z 25.1K followers, [---] engagements

"I didnt expect an $NBIS investor to be able to read an income statement but holy shit this is embarrassing $HIMS has nearly 80% gross margins. Calling this razor thin margins is laughable. You also dont seem to understand the companys business model. It should be obvious from its margin profile that $HIMS isnt just another reseller. $HIMS FUD is getting tiresome so lazy"
X Link 2026-02-16T08:15Z 25.1K followers, 10.6K engagements

"@theusefulstack @HyperAICapital I wrote one ages ago. Once I get into the stock again Ill make a new one. Heres the old one: https://x.com/agrippa_inv/status/1721152779412963815s=46 $Hims Mega Article ๐Ÿ“ I just published a very comprehensive article on $Hims covering the company from A-Z (link below) ๐Ÿ‘‡ In the making of this article I went through every EC Transcript News and interviews related to Hims & Hers. After digging this deep I for one got even https://t.co/4KmrYFsr1j https://x.com/agrippa_inv/status/1721152779412963815s=46 $Hims Mega Article ๐Ÿ“ I just published a very comprehensive"
X Link 2026-02-16T09:52Z 25.1K followers, [----] engagements

"I believe most $IREN investors dont fully grasp the significance of this [--] detail $IREN's Co-CEO recently clarified that the companys largest data center site Sweetwater [--] located in West-Texas has a RTT of just [--] ms to Dallas. Let me explain why this matters. ๐Ÿ‘‡ Sweetwater [--] is enormous with [----] MW of grid-connected capacity. That places it among the largest data center sites globally. In addition $IREN has secured a second [---] MW site nearby Sweetwater [--]. The two will be linked via a direct ultra-low-latency fiber loop forming a [--] GW unified data center hub. For context the entire Chicago"
X Link 2025-05-01T17:45Z 25.1K followers, 72.1K engagements

"The market just doesnt get it. yet $IREN has been scouting for land with energy access since [----] well before the AI boom. That foresight allowed it to secure [--] GW of grid-connected power. Incumbent data center developers can only dream of securing this much capacity. The $7 trillion race is on. McKinsey just confirmed what many of us already knew: AI is triggering a compute boom with data center investment projected to hit $7 trillion by [----]. Thats why were building. At $IREN were not waiting to see how this plays out were already The $7 trillion race is on. McKinsey just confirmed what"
X Link 2025-05-03T19:39Z 25.1K followers, 30.6K engagements

"Another month of sub $3c/kWh at Childress ๐Ÿ’ช "We look forward to updating the market on the progress of these key (AI) projects at our upcoming earnings presentation." Very much looking forward to it"
X Link 2025-05-06T12:51Z 25.1K followers, [----] engagements

"The US is extremely short on power yet some companies have plenty of it ๐Ÿคท๐Ÿปโ™‚ $IREN is one of the best-positioned companies to capitalize on the ongoing paradigm shift in AI compute demand"
X Link 2025-05-08T16:31Z 25.1K followers, 17.8K engagements

"$IREN is facing its most critical earnings call Tomorrow $IREN is arguably holding one of the most consequential earnings calls in the companys history. So far the market isnt buying $IREN's 'AI story' as evident by its valuation the [----] GW of secured energy is being heavily discounted & seen as having little value for the companys AI ambitions. Its time to change that. It goes without saying that $IREN will likely once again be the only Bitcoin miner with positive operating income this quarter. Im highlighting operating income specifically since that figure reflects the profitability of a"
X Link 2025-05-13T18:18Z 25.1K followers, 53.8K engagements

"Amazing Q1 for $IREN ๐Ÿ‘ Didnt expect anything less now for the [--]. quarter in a row the ONLY company mining $BTC profitably. Revenue: $148.1m Net Income: $24.2m Fastest-growing & most profitable entity in the space. No doubt the move into AI will be just as successful. ๐Ÿ“ˆ"
X Link 2025-05-14T20:31Z 25.1K followers, 28.6K engagements

"$IREN is not a Bitcoin miner its one of the fastest growing data center companies in the world. Eventually everyone will understand this key distinction likely after the stock is already trading at much higher multiples"
X Link 2025-05-14T20:45Z 25.1K followers, 29.5K engagements

"Im currently working on a massive deep dive on $IREN's Q1 (FYQ3) earnings. Despite muted investor sentiment theres a LOT to unpack. The deep dive will provide valuable context and key insights a must-read for any $IREN investor or anyone considering a position. Dropping Monday. Great things take time stay tuned"
X Link 2025-05-15T16:34Z 25.1K followers, 17.9K engagements

"$IREN Q1: General Thoughts ๐Ÿ’ญ (4/4) In all honesty my initial reaction after the earnings call was a bit muted. I think management sold itself a little short a common theme with this team. Their unofficial motto really is: under-promise over-deliver. However the follow-up interview by @McnallieM with @danroberts0101 was fantastic. It did a great job filling in the blanks as Dan Roberts provided meaningful color on $IREN's AI/HPC progress. Once again congrats on a great interview @McnallieM & @cazenove_uk I highly encourage anyone who hasnt seen it yet to check it out. Overall I firmly believe"
X Link 2025-05-19T17:54Z 25.1K followers, 12.6K engagements

"$IREN Simply Wall Street "Fair Value" price target: $92 After $IREN's stellar Q1 earnings last week with over 170% YoY revenue growth and 16% net margins price targets are being upgraded across the board. I remember when @simplywallst had a price target below $5 not that long ago. Great things to come ๐Ÿ“ˆ"
X Link 2025-05-21T16:05Z 25.1K followers, 77.7K engagements

"Had a great dinner last week with the $IREN team Spent a couple of hours speaking with $IREN's CCO Kent Draper mostly about the companys exceptionally strong positioning in the broader AI/HPC market. His depth of knowledge and sheer confidence were genuinely impressive. The $IREN team knows exactly what its doing. Theyre true disruptors of the traditional data center space. Also had the chance to visit $IREN's Texas sites Childress & Sweetwater [--]. What theyve built and where theyre headed is nothing short of remarkable. ๐Ÿ“ˆ"
X Link 2025-06-02T16:43Z 25.1K followers, 31.1K engagements

"I personally met $IREN's Operations Team here are my key takeaways: Last week I visited $IREN's massive [---] MW Childress site and had the privilege of speaking for several hours with key operations executives including: David Shaw Chief Operating Officer Giles Walsh VP Operations USA Glenn Harro VP Operations Canada In addition to the site visit I also met with other executives in Vegas including Denis Skrinnikoff (CTO) and Kent Draper (CTO). One theme becomes crystal clear the more you speak with $IREN's leadership: the company has an exceptionally strong business culture. Its all about:"
X Link 2025-06-04T17:36Z 25.1K followers, 48.9K engagements

"Strong price action on $IREN today. The market seems to be slowly catching up to reality. There is NO other data center play growing at this pace profitably. May [----] (Monthly): Revenue: $16M Electricity Costs: $8.2M Gross Profit: $7.8M May [----] (Monthly): Revenue: $66.9M Electricity Costs: $16.9M Gross Profit: $50M Not only did $IREN grow its revenue by over 300% in just [--] year its exceptionally well-executed energy strategy enabled gross profits to expand by more than 540% over the same period. Beyond significantly widening gross margins $IREN has also maintained NET profitability for 6+"
X Link 2025-06-06T18:14Z 25.1K followers, 40.1K engagements

"Chill out. Raising more capital was a given. $IREN is sitting on a gold mine & need capital to unlock the full potential of it. Even if they end up financing 70% of all the Childress retrofits that still leaves 30% (i.e. $1b) in equity they need to come up with. $BTC mining cash flows go a long way but we dont have [--] year to wait to accumulate enough cash to self-fund the capital needed for 100s of MW of retrofits. The time to finalize deals beyond Horizon [--] is in the coming months not late next year. Thinking this cash is for anything else besides development of their sites is quite"
X Link 2025-06-10T23:04Z 25.1K followers, [----] engagements

"Initial Thoughts on $IREN's $500m Convertible Notes Offering It comes as no surprise that $IREN is raising more capital at this point as recently as [--] weeks ago I was highlighting this possibility in my EC breakdown. This offering effectively shuts off the current ATM for the time being. Given that $IREN is in hyper-growth mode and sitting on a goldmine i.e. its [--] GW land & power portfolio this raise was absolutely necessary. Its also far less dilutive than using the ATM at current share levels. I believe the time of aggressive dilution is over. Since $IREN is an operating cash flow machine"
X Link 2025-06-11T15:51Z 25.1K followers, 36.2K engagements

"@danroberts0101 Congratulations on the well-executed convert Im sure youll make good use of it. $IREN is arguably the best capital allocator in the industry. Eventually thatll be obvious to most. Very much looking forward to whats to come. Awesome execution Dan ๐Ÿ‘"
X Link 2025-06-13T23:49Z 25.1K followers, [----] engagements

"$IREN is arguably one of the best risk-adjusted hyper-growth stocks in the market right now. Exceptionally well-positioned data center developer with a massive grid-connected land & power portfolio - something very rate amidst this current power supply crunch. They also run extremely tight ops - while non of the public $BTC miners are currently operationally profitable (mining economics have been horrible for the past year) $IREN stands out as the ONLY company being able to mine $BTC profitably for the past [--] months achieving over 16% net margins after tax. They are now applying their"
X Link 2025-06-19T22:15Z 25.1K followers, 15.8K engagements

"$IREN is easily the best hyper-growth stock right now especially at this valuation. ๐Ÿ‘‰ 173% YoY revenue growth ๐Ÿ‘‰ 181.4% YoY net income growth Net Margins = 16.3% & rapidly widening Absolutely MASSIVE pipeline ahead in the AI data center space. P/S ratio barely over [--] which is incredibly cheap considering the triple-digit growth (while being profitable). Tough for any stock to beat that"
X Link 2025-06-20T14:44Z 25.1K followers, 62K engagements

"@TheRonnieVShow $IREN most compelling hyper-growth stock out there ๐Ÿ“ˆ"
X Link 2025-06-21T20:19Z 25.1K followers, [----] engagements

"@Mr_Derivatives $IREN will have many pumps to come. People who understand the disruptive nature of this company realize that this is an easy long-term hold with incredible upside"
X Link 2025-06-24T14:52Z 25.1K followers, 21K engagements

"@IREN_Ltd $IREN is building an AI/HPC empire one step at a time. Great things to come ๐Ÿ“ˆ"
X Link 2025-06-26T21:48Z 25.1K followers, [----] engagements

"Im currently working on a new deep dive on $IREN $IREN isnt the easiest stock to grasp & I have noticed a lot of misconceptions floating around that mischaracterize what the company actually is or does. In my upcoming post Ill clear up a lot of that confusion and lay out why $IREN is such a disruptive force in the industry. I think this deep dive will be especially valuable for existing $IREN shareholders & for anyone who recently came across the stock and wants to better understand what makes it so unique. PS: Lovely price action this week. The re-rating is underway but we are still far away"
X Link 2025-06-27T16:05Z 25.1K followers, 75.1K engagements

"I get your criticisms on $IREN's share issuance but you can't deny that this dilution is accretive to shareholders. There is no doubt $IREN is one of the best capital allocators in this industry earnings growing substantially faster than dilution is testament to that. The argument that $BTC outperformed $IREN isn't really fair though. We all know that markets can be irrational for long stretches of time. $IREN had top tier execution over the past year. Did selling pressure from share issuance play a role in this underperformance Sure but in a perfect world the market would have recognized the"
X Link 2025-06-28T12:03Z 25.1K followers, [----] engagements

"Dude what type of analyst brings up data from a short report that is [--] YEAR old. All while leaving out the DATE this info was published. The data you are displaying is totally off by now not just for $IREN but also for most of the other companies displayed in that table. Besides that the Culper report was an incredibly poorly researched hit piece that got a bunch of predictions wrong by now. Youd know that if you were up to speed with this industry. You got no shame man"
X Link 2025-06-29T18:50Z 25.1K followers, [----] engagements

"@IREN_Ltd Bravo Exactly what $IREN needs right now Brilliant move ๐Ÿ‘"
X Link 2025-07-01T12:15Z 25.1K followers, [----] engagements

"Highly recommend checking out Antonios new deep-dive on $IREN. Just finished reading it its really well-written. I especially liked the comparison to $TSLA as a fully vertically integrated disruptive tech play. Couldnt agree more with that take. Im currently working on my own $IREN deep-dive. Itll be more concise & easier to read than the AZ report (50 pages) I published late last year with a strong focus on why $IREN is a true disruptor poised to dominate the data center industry. Should be out sometime next week. Once again hats off to Antonio for the great piece and huge thanks for the"
X Link 2025-07-02T11:16Z 25.1K followers, 47.2K engagements

"@ericjackson $NVDA is already VERY aware of $IREN. Just got to trust me on that"
X Link 2025-07-03T12:22Z 25.1K followers, [----] engagements

"@IREN_Ltd Expecting the majority of this new capacity to be pre-leased before it goes live (fully installed). Exciting news ๐Ÿ”ฅ"
X Link 2025-07-03T12:26Z 25.1K followers, [----] engagements

"๐Ÿšจ $IREN just purchased 2.4k Blackwell GPUs (B200/B300) What most investors dont realize is that $IREN's GPU cloud is among the only ones capable of offering air-cooled B200/B300 GPUs at scale. Unlike the GB200/GB300 models which require extremely CAPEX-intensive liquid-cooled data centers (and carry higher OPEX as well) the B200 and B300 can be run in air-cooled environments IF your infrastructure is good enough. However most air-cooled data centers dont have the rack densities (i.e. cooling capabilities) to support these cost-effective Blackwell models. To deploy B300s effectively and"
X Link 2025-07-03T12:55Z 25.1K followers, 139.4K engagements

"@IREN_Ltd Great to see gross margins continuing to expand now standing at 75%. Truly best-in-class ๐Ÿ‘"
X Link 2025-07-07T11:29Z 24.6K followers, 12.2K engagements

"You have no idea what you are talking about ๐Ÿ˜‚ Maybe understand the companies business models before posting about them on X. $CORZ doesnt own the GPUs $CRWV does. $CORZ leases out data center capacity to $CRWV. $IREN currently has 810MW of built-out data center capacity (+ [---] GW of grid-connected power). Meanwhile $CRWV is only interested in 590MW of data center capacity of $CORZ. These [--] companies are VERY comparable. You got no clue"
X Link 2025-07-07T14:18Z 25.1K followers, [----] engagements

"@danroberts0101 Most people dont understand how big of a deal 200kW rack density is. Truly best-in-class Very proud $IREN shareholder ๐Ÿ”ฅ"
X Link 2025-07-25T22:33Z 25.1K followers, 27.3K engagements

"Lol where are you getting your "facts" from Are you really trying to say $IREN would be paying $7.5-$10c / kWh without curtailing in TX . come on man. $IREN barely curtails at all during autumn winter and spring months. It's very easy to fact-check that. Just compare their installed hash rate at the time (disclosed in press releases) against their operating hash rate for the month. During at least 8/12 months of the year $IREN curtails on average 5% of the time & during those months they regularly get electricity costs of sub $3 cents. If they wouldn't curtail those costs would probably be in"
X Link 2025-10-23T21:26Z 25.1K followers, 10.4K engagements

"Ouh man ๐Ÿคฆ๐Ÿปโ™‚. I rarely read such "smart sounding" bad take. What you are failing to realize (or deliberately avoiding to point out) is that there are [--] different "orchestrations": Type [--] is the customer-facing stack: things like Kubernetes/Slurm/Ray model serving MLOps etc. Type [--] is the provider control plane: think of fleet provisioning isolation firmware/driver lifecycle metering/billing observability quotas/SLAs and incident handling. $IREN explicitly targets large enterprises that bring Type [--] themselves and usually demand bare-metal so they retain full control and portability. And"
X Link 2025-10-26T19:45Z 25.1K followers, 316.2K engagements

"Why I Took a Break from X Many of my followers assumed my absence from X over the last couple of months meant I had retired after the massive gains on $IREN a stock Ive been all-in on since last year at a mid single-digit avg. entry price. That couldnt be further from the truth. Most of you know I was working on a new $IREN deep dive in early July. While writing it I realized I wanted to take it to the next level and fell down a rabbit hole that consumed a lot of my time. Hardly anyone publishes single-stock research on hyper-growth names with the rigor and attention to detail needed to truly"
X Link 2025-10-30T18:05Z 25.1K followers, 137.6K engagements

"$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years doubters have argued that $IREN is just another $BTC miner or in recent months that they cant compete with the likes of $NBIS or $CRWV because they lack "software orchestration". Well it turns out that all of these doubts were severely mis-guided. Investors who did extensive research and analysis of the AI sector understood that it was always just a question of time not merely because $IREN "has the power" but because they have world-class engineers and a one-of-a-kind CTO"
X Link 2025-11-03T11:31Z 25.1K followers, 154.2K engagements

"@IREN_Ltd @Microsoft Bravo ๐Ÿ‘ Truly exceptional execution. From being a small cap $BTC miner that hardly anybody cared for a couple years ago to signing hyperscale cloud contracts. One of the best tech-based growth stories of the last decade ๐Ÿ“ˆ"
X Link 2025-11-03T11:48Z 25.1K followers, 21K engagements

"$IREN just had one of the best earnings calls in the companys history. My expectations were pretty tame going into this earnings release since we already had the "big news" i.e. the $MSFT deal that announced earlier this week. However management really delivered in the Q&A section. Rarely have I seen a more transparent company. This company is a dream for analysts and investors who like to crunch the numbers. Todays Q&A session was arguably the best one the company has ever held. There was lots of commentary on colocation vs. cloud risk-adjusted returns and how management thinks about"
X Link 2025-11-06T23:25Z 25.1K followers, 139.3K engagements

"I think most investors are sleeping on the technical prowess of $IREN. They have one of the best engineering teams in the industry and are pushing the envelope on multiple fronts. No one builds scalable rack densities the way $IREN does (130kW - 200kW) across an entire [---] MW campus. There are a few developers who openly market themselves as having scalable density but when you dig into it that usually just means carving the site into separate fixed density zones. which is NOT the same thing $IREN is doing. At $IREN the same hall can run GB300 at [---] kW per rack today and shift to Rubin-class"
X Link 2025-12-09T14:46Z 24.6K followers, 104.9K engagements

"@rreddi True I havent included the prepayment in the $4b figure but Id think that capital will become available shortly before $IREN makes the first GPU related payments. Not sure on the exact timing on the prepayment for sure by Q1 2026"
X Link 2025-12-18T20:50Z 24.9K followers, [----] engagements

"There are [--] major flaws in your $IREN model: 1) Your CAPEX sequencing is off. With the initial [--] year deal you are assuming that 100% of CAPEX occurs in year [--] with a [--] year delay until revenues kick in. In reality CAPEX cash outflows (especially GPUs) happen in phases and occur just weeks prior to revenue generation. IRR is very time sensitive so wrongfully assuming a [--] year gap between outflows & inflows does skew the results. 2) Your data center depreciation schedule is off. You modelled [--] identical deals back to back and assumed full depreciation by the end of year [--]. In reality these"
X Link 2025-12-20T16:00Z 25.1K followers, 41.6K engagements

"This is hilarious ๐Ÿ˜‚ The vast majority of these pipelines are NOT "contracted". They are aspirational at best. Take $GLXY for example. They recently secured an additional [---] MW of grid approvals which means they now got [---] GW of total capacity. So where does the extra [---] GW come from Well the genius who made this post just simply took management's aspirational power capacity and added it on top of what $GLXY already owns. Same story with $CORZ $CIFR and $NBIS. With this logic you should put $META on top at [---] GW because Zuck recently said they'll do all sorts of things to get there over"
X Link 2026-01-16T18:46Z 24.6K followers, [----] engagements

"@Udi_Z Yup thats an entirely fair point. Im also weary of the risks. But given the stage we are at right now I think the investment case for $NUAI is quite asymmetrical"
X Link 2026-01-21T20:55Z 24.7K followers, [----] engagements

"Dont have a strong opinion on $SLNH to be honest. Their track record has been quite disappointing to say the least. While $NUAI also doesnt have much to show for they at least got a unique & wuite relevant background in the gas industry + got PDI onboard whose track record stands on its own. That said at this point at the cycle I wouldnt count out (short) $SLNH . https://twitter.com/i/web/status/2014081342904938659 https://twitter.com/i/web/status/2014081342904938659"
X Link 2026-01-21T21:03Z 24.7K followers, [----] engagements

"@TheBigDegen $GROY ๐Ÿ˜"
X Link 2026-01-21T21:14Z 25K followers, [----] engagements

"Will bring that up on my next deep dive. In all honesty I left $NUAI for dead after this lawsuit but it seems like theres not much to it. Or else PDI wouldnt have put their neck out (reputational wise). But its something Ill continue to watch. It certainly remains a risk. https://twitter.com/i/web/status/2014116720043032887 https://twitter.com/i/web/status/2014116720043032887"
X Link 2026-01-21T23:23Z 24.6K followers, [---] engagements

"Upss my bad. You are right. What a blunder on my end. I had a migraine when typing this post (still do) & didnt pay attention. Yes [---] MW (gross) remaining / [---] (PUE) = [---] MW (IT) = 50% larger than MSFT deal (200 MW). Wish I could still edit / correct the post but I cant. What an embarrassment (Not being sarcastic). Thanks for calling it out https://twitter.com/i/web/status/2015934642189128045 https://twitter.com/i/web/status/2015934642189128045"
X Link 2026-01-26T23:47Z 24.6K followers, [----] engagements

"@l_bin Over the coming weeks. Already started it but will take some more time since $IREN earnings are next week which have priority"
X Link 2026-01-27T19:40Z 25K followers, [----] engagements

"@OleEinarFlaaten Thanks brother :) That's what it's all about. finding new under-the-radar / under-valued growth stocks. Not all of the popular stocks on X are bad companies but I'd argue at least 8/10 have very stretched valuations that are difficult to justify"
X Link 2026-01-27T20:13Z 24.6K followers, [---] engagements

"@jiahanjimliu @wallstengine Brother this IS the euphoria + blowoff top"
X Link 2026-01-30T23:57Z 24.6K followers, [----] engagements

"@snfuenza Yeah the drop in silver / gold would have happened one way or another. It was pretty obvious given their parabolic price action in recent weeks. That said I think the fed nomination added fuel to the fire"
X Link 2026-01-31T12:30Z 24.7K followers, [---] engagements

"@StockPickingCom @boring_invest Makes sense Im all here for it :)"
X Link 2026-01-31T12:34Z 24.7K followers, [---] engagements

"@GenusZach @JeppeDannow Hahah no wayyy. Same here ๐Ÿ˜‚ These are literally the [--] contracts I hold lol"
X Link 2026-01-31T12:35Z 24.7K followers, [---] engagements

"Well my comment on earnings being moved forward is more so reflecting on the fact that $IREN's Q4 call last year was towards the end of Feb not the start. On a QoQ basis sure not much changed but we also got a deal announcement in November. Then again I acknowledge that it's possible for $IREN having moved its earnings schedule forward permanently due to the domestic issuer status change. That's a very fair point. Anyways fingers crossed management can deliver on a few fronts. https://twitter.com/i/web/status/2019193628430827957 https://twitter.com/i/web/status/2019193628430827957"
X Link 2026-02-04T23:37Z 25K followers, [----] engagements

"@Marc_750 Yes technically this is the Q2 (FY) call for $IREN. Last year this EC was held a week later"
X Link 2026-02-04T23:55Z 25K followers, [----] engagements

"$IREN CEO @danroberts0101: "2 hours ago we got an email from a trillion dollar hyperscaler that said: 'we weren't interested in Sweetwater (the [---] GW site) and now they are'." ๐Ÿ”ฅ"
X Link 2024-11-26T23:08Z 25.1K followers, 114K engagements

"I like Markos but he got the 100k GPU reference wrong from Bloomberg. It was never around 100k GPUs as he claims. The sources merely claim that the capacity is over 100k GB300s. Whether its 100k or 132k (my estimate based on dieclosed MW figures) makes a HUGE difference when you model the deal out. The fact that $NBIS management uses vague leaks instead of being transparent with the info is telling"
X Link 2025-12-01T15:17Z 25.1K followers, [----] engagements

"Tomorrow we are publishing a new Radar Report The company in focus is a disruptive real estate name that Im pretty sure most investors have never heard of. It also has the fastest [--] year revenue growth at this scale that I have ever seen. A very low key stock with clear multi bagger potential The Radar Report will be available exclusively to Advanced (+) members. Can you guess what stock Im talking about Hint: Its not $OPEN https://twitter.com/i/web/status/2003207491929133330 https://twitter.com/i/web/status/2003207491929133330"
X Link 2025-12-22T20:54Z 25.1K followers, 18.7K engagements

"$IREN's Green Power Edge Most investors including myself dont really pay much attention to companies ESG pitches. For the most part ESG initiatives have felt like a temporary fad that came and went. However with the exponential growth of the data center industry investors in this sector should take this topic a bit more seriously. The current mainstream view is that the rise of data centers comes with the added baggage of pollution especially in and around nearby towns or cities. Some of the environmental claims are completely unfounded like the idea that cutting edge data centers waste huge"
X Link 2025-12-24T17:39Z 25.1K followers, 66.6K engagements

"It's also worth pointing out that $IREN's management has been incredibly transparent about its power strategy from day one. They laid out the plan years ago in plain language while most investors and competitors either ignored it or underestimated how important it would become. I strongly encourage everyone to watch the [--] min clip below of Co-CEO @danroberts0101 explaining their power strategy more than [--] years ago It really drives home how far ahead of the curve they were. https://twitter.com/i/web/status/2003883185642332344 https://twitter.com/i/web/status/2003883185642332344"
X Link 2025-12-24T17:39Z 25.1K followers, 32.9K engagements

"2026 is going to be a defining year for $IREN While [----] was the breakout year for $IREN [----] will be the real test a year that will make or break the $IREN thesis. Even though Im highly confident that $IREN is up to the task there are still some unanswered questions for the investment case: Can the company establish a well diversified customer mix consisting of multiple hyperscalers How fast can $IREN monetize its entire [--] GW portfolio for AI/HPC 100% cloud or will colocation be part of the mix Is $IREN up to the task of delivering the H1H4 data centers on time for its $MSFT deal To what"
X Link 2026-01-01T19:46Z 25.1K followers, 69.5K engagements

"Be careful where you get your info from This analyst has over 100k followers on X and thousands of subscribers on Substack yet he posts blatant misinformation about $IREN (and likely on other stocks as well). Hes claiming that a delayed energization of Sweetwater [--] (due in April) would lead to $MSFT walking away from their $9.7b deal with $IREN. The irony is that the $MSFT deal has absolutely nothing to do with Sweetwater. The deal is tied to $IREN's Childress campus a completely different site ๐Ÿคฆ๐Ÿปโ™‚ Not only does he make up this blatant lie he speaks in absolute terms and even labels his"
X Link 2026-01-03T16:43Z 25.1K followers, 56.8K engagements

"Load queues in Texas increased by nearly 300% (= 4x) in [----]. Anyone that's looking for power TODAY can expect to receive the approvals [--] years from now. I'm glad $IREN's management saw this coming years ago locking up [--] GW well before anyone cared. https://twitter.com/i/web/status/2009681734716256675 https://twitter.com/i/web/status/2009681734716256675"
X Link 2026-01-09T17:40Z 25.1K followers, 63.3K engagements

"Nice price action today but $IREN is going much higher"
X Link 2026-01-13T21:33Z 25.1K followers, 42.7K engagements

"Since @jimcramer issued his $IREN sell signal the stock is up nearly 70% in just [--] month. Future generations will envy us. Investing today has never been easier. There will be tales written about the legendary Inverse Cramer. Iren time to sell.ha Iren time to sell.ha"
X Link 2026-01-16T23:07Z 25.1K followers, 119.1K engagements

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