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@FransBakker9812 Avatar @FransBakker9812 Frans Bakker

Iren Limited ($iren) has been making significant strides in the AI infrastructure space, recently doubling its AI GPU fleet to XXXXXX GPUs and securing a deal with FluidStack. The company's expansion plans, including a new data center in Texas, are underway, with construction accelerating at its Barber Lake site. Iren's growth in the AI sector has positively impacted its stock, with investors showing interest in its unique infrastructure-heavy, hardware-light approach.

Engagements: XXXXXX #

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Followers: XXXXXX #

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Social Influence

Social category influence stocks #3137 finance XXXXX% technology brands XXXX% cryptocurrencies XXXX% travel destinations XXXX%

Social topic influence $iren #6, ai 6.9%, $msft 3.45%, $googl 3.45%, bitcoin #2726, $1632b #1, $5443m #1, $2277m #2, $3166m #1, for all XXXX%

Top accounts mentioned or mentioned by @jiahanjimliu @ibkr @markosaaig @irenltd @landoinvests @shawnli_real @litigiousdulce @drjebaim @tigerstrat @marckpam @bagelc47 @zoomyzoomm @atzaran3 @thebtcminingguy @rreddi @thebigdegen @bitcoinbutcher1 @dandelion12234 @tuneventures @cruxcapital

Top assets mentioned IREN Limited (IREN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) NVIDIA Corp. (NVDA) Metaplanet Inc. (MTPLF) Hut X Mining Corp. (HUT) Galaxy Digital Inc. (GLXY) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last XX hours

"The most important topic of the space last night was the revelation of the critical IT load for the $MSFT contract that $IREN secured. Everyone assumed it was 200MW because this number was mentioned in conjunction with the deal. However if you read the two paragraphs again you will find that there is nothing that states the deal is in fact for said 200MW. We start to draw this conclusion after @litigious_dulce learned about the SemiAnalysis footnote that stated @IREN_Ltd would only be using 170MW of Critical IT load for the deal: We already knew the GPU count was on the low end compared to"
X Link 2025-12-08T11:26Z 19.8K followers, 40.6K engagements

"Some thoughts after the space from Sunday night Today @bitcoinbutcher1 hosted the Sunday Night IREN space. The main theme this week was the TPU vs GPU debate sparked by the market selling off the AI Cloud providers such as $NBIS $CRWV and $IREN together with overlord $NVDA while pumping the colocation providers involved with Google close to or beyond new all-time highs. The main consensus was that TPUs provide Google with the ability to increase their moat through AI Cloud providers offering potentially better returns on TPU hours while expanding their TAM. However the panel agreed"
X Link 2025-12-01T08:04Z 19.7K followers, 17.6K engagements

"This shows your incompetence. Metaplanet has multiple tickers and $MTPLF is the US listed one that I never owned. Like I said I bought 3350 which is the one listed on the TSE. Buying below XXX last year and selling XX% at 30x certainly didn't hurt me. You're angry I get it $HUT has disappointed you once again. Taking it out on me won't make your port look better in the morning"
X Link 2025-12-03T02:35Z 19.7K followers, XXX engagements

"@ShawnLi_real @jiahanjimliu @MarkosAAIG @BagelC47 I'm not so sure if an ATM is better. The overhang on the stock for months on end isn't exactly favorable either for bulls"
X Link 2025-12-05T08:37Z 19.7K followers, XXX engagements

"A recent interview with a Google executive highlights the growing shortage of compute and power: "We are early in the cycle certainly relative to the demand we are seeing. We have been building TPUs for XX years and now have X generations in production for internal and external use. Our 7- and 8-year TPUs have XXX% utilization that shows you the level of demand. While everyone prefers to be on the latest generation they are willing to take whatever they can get. This shows me the level of demand is tremendous. But also who we are turning away. And the use cases we are turning away it's oh my"
X Link 2025-12-01T13:08Z 19.7K followers, 4053 engagements

"Bitcoin Miner Stock EV/Watt Values Screened to Include Only Large (100 Megawatt+) Sites as of November XX 2025 closing prices"
X Link 2025-12-01T13:08Z 19.8K followers, 12.5K engagements

"I'm not sure. But I believe that with all things $IREN does they are giving us the low end expectation. This includes 19K GPU's per 50MW IT 75MW gross load for 50MW IT but also $2.5bn of "Estimated GPU financing through 2026". Now I read this again I'm pretty sure that this will not just be more but it will be throughout 2026. Which means that IREN can focus as the OP said on BC and Sweetwater X first"
X Link 2025-12-02T15:20Z 19.8K followers, 3307 engagements

"$IREN This is a great summary of the actuals with regards to the offering"
X Link 2025-12-03T12:25Z 19.8K followers, 27.2K engagements

"@FrostByte123456 @mikealfred @litigious_dulce @theBTCMiningGuy Ignore him he got fired by Alliance Bernstein after his boss found out he was slandering $IREN on X (who they actually cover). With his bridges burned he can now go back to fud IREN full time while crying in a corner over his $GLXY losses"
X Link 2025-12-04T02:28Z 19.8K followers, 1969 engagements

"@Tiger_Strat @IBKR Nice one I'm sure you could let at least a part run yeah. From what I've heard there is still a lot of upside though. @litigious_dulce and @KashRamki are in good contact with the company they are hosting a space Monday maybe good for you to attend"
X Link 2025-12-05T05:49Z 19.8K followers, XXX engagements

"@kostis_theodo I think that's way too high. B200 will not run at $IREN in TX full stop. $IREN isn't going to do liquid cooling like 5C/Pegatron is doing in TX for these chips. I would really recommend to add Vera Rubins in your calculations and remove the super cluster fee for $MSFT"
X Link 2025-12-06T15:50Z 19.8K followers, XXX engagements

"@jiahanjimliu @PDPhilaPhil Retrofit Horizon 5-10 still to be done in 2027"
X Link 2025-12-08T05:07Z 19.7K followers, XXX engagements

"@BagelC47 @_Sgr_A_Star @rreddi Where"
X Link 2025-12-09T07:08Z 19.7K followers, XXX engagements

"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥"
X Link 2025-09-22T11:10Z 19.8K followers, 210.7K engagements

"$IREN I dont think the market fully understands that the Vera Rubin era will mark the beginning of a major inflection point for AI cloud companies that own and operate their own data centers. As token output per megawatt increases exponentially the power demand (TDP) per GPU is rising faster than the price per GPU. The logical consequence is that the GPU cost per megawatt of deployed capacity will decrease relative to both the token output and the total cost of building and operating a megawatt of infrastructure. In other words each megawatt becomes dramatically more productive while the"
X Link 2025-11-20T03:40Z 19.8K followers, 245.4K engagements

"Morgan Stanley: Turning Up the GPU Dial and Assessing the "Intelligence Bottlenecks" "We continue to believe that Bitcoin sites offer AI players the fastest time to power with the lowest execution risk and believe this will increasingly be valued/recognized." After my post about the space from last night I spent a part of the day going through a new research report from Morgan Stanley on the future of AI infrastructure and the proliferation of intelligence. And interestingly much of what we discussed in the space especially the TPU vs GPU debate is independently validated throughout their"
X Link 2025-12-01T13:08Z 19.8K followers, 55.2K engagements

"$IREN Announces Pricing of Ordinary Shares Offering to Fund the Repurchase of Convertible Notes ➡ IREN priced a registered direct offering of 39.7M shares at $XXXXX raising $1.632B in gross proceeds. ➡ IREN priced repurchases of $544.3M principal of existing convertibles: $227.7M of 2030 notes = XXXX% of original $316.6M of 2029 notes = XXXX% of original Total repurchase consideration: $1.6324B (including accrued interest). ➡ The repurchased notes will be extinguished and will no longer be convertible into shares (subject to closing). ➡ IREN priced $1B of XXXX% 2032 notes and $1B of 1.00%"
X Link 2025-12-03T11:27Z 19.8K followers, 186.5K engagements

"$IREN priced a registered direct offering of 39699102 shares at $XXXXX raising $1.632B to fund the repurchase of existing 2029/2030 notes. Repurchases priced: $316.6M of 2029 notes ( XXXX% of the original $550M issue) $227.7M of 2030 notes ( XXXX% of the original $440M issue) Total retired (priced): $544.3M principal. Repurchased notes will be extinguished upon closing. IREN priced two new long-dated convertibles: $1.0B 2032 notes @ XXXX% coupon + XX% conversion premium $1.0B 2033 notes @ XXXX% coupon + XX% conversion premium Plus up to $300M additional via green shoe. Initial conversion"
X Link 2025-12-03T11:34Z 19.8K followers, 46.2K engagements

"$IREN Bought back my short 12/5 $XX calls I used to hedge my $42/$35 bull puts that are expiring tomorrow 🤞 My $40/$30 bull puts for next week are looking good ☝ Will be exercising $XX calls on 12/19 😎 Good luck bulls 🐂"
X Link 2025-12-04T15:20Z 19.8K followers, 45.7K engagements

"@TheTechInvest Nowhere in the world is 1400MW grid-connected power coming online at a single site & single substation in 2026"
X Link 2025-12-04T15:24Z 19.8K followers, 215.1K engagements

"Had a great time meeting the early investors at @IREN_Ltd today. Thanks to the team for making this happen. Very bullish on 2026. Nothing has even happened yet"
X Link 2025-12-10T11:55Z 19.8K followers, 47.2K engagements

"After spending a week in Sydney meeting a large amount of $IREN investors some subscribers and most of the board both founders and the CTO a couple of things are clear to me: - The company is locally backed by significant capital from UHNWI's investing groups all sorts of financial institutions friends family and incredible people that have known the founders since they were young. - In many cases IREN hasn't only changed their lives but also those of the next generation or even generations. I heard multiple times that IREN is and was the best performer in their entire portfolio or funds. -"
X Link 2025-12-13T01:51Z 19.8K followers, 43.9K engagements