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@TheTechInvest The Tech InvestorThe Tech Investor, likely referring to IREN, is rapidly expanding its AI infrastructure. The company has secured a major $XXX billion AI cloud contract with Microsoft and is increasing its GPU fleet to XXXXXXX by 2026. IREN's growth and partnerships have led to significant attention and investment from major firms and analysts.
Social category influence finance #1476 stocks #1114 technology brands XXXX% cryptocurrencies #545 countries XXXX% automotive brands XXXX% celebrities XXXX%
Social topic influence $iren #1, ai 9.23%, morgan stanley #16, $nbis #4, bullish 6.15%, $oscr #2, $hims #3, nbis #25, $23 #4, $msft #61
Top accounts mentioned or mentioned by @bethkindig @moninvestor @jiahanjimliu @kb334126 @yodastockinvest @william_r2rclub @fransbakker9812 @immaculatetrade @macroresurf @grok @14idoring @vickicpapartner @menoangel @danroberts0101 @chonkstocks @sp1215lvj @bradbuie7 @miketho15343550 @bbziot @lhuang15325
Top assets mentioned IREN Limited (IREN) Morgan Stanley (MS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) 501 (23) Microsoft Corp. (MSFT) Bank of America (BAC) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Palantir (PLTR) CoreWeave, Inc. (CRWV) Duolingo, Inc. Class A Common Stock (DUOL) Dell Technologies, Inc. (DELL) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Arista Networks Inc (ANET) Axon Enterprise, Inc. (AXON) Metadium (META) Taiwan Semiconductor (TSM) Now Coin (NOW) Advanced Micro Devices (AMD) Crowdstrike Holdings Inc (CRWD) Applovin Corporation (APP) Robinhood Markets, Inc. (HOOD) Bitcoin (BTC) Applied Blockchain, Inc. Common Stock (APLD) MARA Holdings, Inc. (MARA) CLEANSPARK INC (CLSK) Riot Platforms, Inc. (RIOT) Bitfarms Ltd. (BITF) Core Scientific, Inc. Common Stock (CORZ) TeraWulf Inc. (WULF) Cipher Mining Inc. Common Stock (CIFR) Galaxy Digital Inc. (GLXY)
Top posts by engagements in the last XX hours
"1. Before $IREN announcement of its deal with $MSFT the bears narrative was the software weakness. X. When $IREN announced multiple year deals with several companies without disclosing with whom the bears kept repeating the same nonsense. X. When $IREN announced its $MSFT deal they were speechless. Because it wasnt expected after multi year bearish behavior. X. Their current narrative: okay $IREN can sign deals with giants of the AI but the profit margin is too low. Pure desperation. Plain and simple"
X Link 2025-11-29T20:17Z 48.6K followers, 51.8K engagements
"🚨BREAKING: $IREN ANNOUNCED $2B CONVERTIBLE SENIOR NOTES OFFERING"
X Link 2025-12-01T21:59Z 48.6K followers, 252.8K engagements
"🚨A NEW 10X IS HIGHLY LIKELY GIVEN THE PROJECTED TAM GROWTH Bank of America expects the AI data center market to expand nearly 5X by 2030 reaching roughly $1.2T compared to $242B today. $IREN is projected to have 5GW capacity including the pipeline before 2028 which is nearly XX% of the projected 45GW needed for the new data centers"
X Link 2025-12-07T13:49Z 48.6K followers, 96K engagements
"🚨BREAKING: MORGAN STANLEY NOW PROJECTS DATA CENTERS NEEDING 72GW OF POWER FROM 2025 THROUGH 2028 🤯 Credit: @Beth_Kindig"
X Link 2025-12-07T21:20Z 48.6K followers, 138.2K engagements
"🚨 BREAKING: $GOOGL MUST DOUBLE AI COMPUTE EVERY X MONTHS TO MEET DEMAND AI INFRASTRUCTURE BOSS TELLS EMPLOYEES Bullish for $IREN"
X Link 2025-11-21T15:24Z 48.5K followers, 280K engagements
"Potential 10X X. $IREN AI INFRA X. $NBIS AI INFRA X. $HIMS Revolutionizing healthcare X. $OSCR Revolutionizing health insurance X. $DUOL E-education"
X Link 2025-11-28T13:07Z 48.5K followers, 43.2K engagements
"In a report released in September Morgan Stanley estimates that converting mining farms into data centers could create equity value of $X to $X per watt. $IREN contracted 200MW of the 3GW capacity for almost $10B. Considering the X to 3GW pipeline the company is building we should expect tens of billions of dollars in revenue before 2030"
X Link 2025-11-29T14:57Z 48.5K followers, 26.7K engagements
"December is not April The sources of April-June uncertainty were: X. Tarifs war. X. Moodys downgrade. X. The European tariffs. X. The US special operation against Iran. X. Elon Musk statement that a coming recession is highly likely. Once again comparing this baseless pullback to Aprils when uncertainty was at the peak for retail and institutions alike is more psychological rather than a serious analysis. Fundamentals are always right. When you remind yourself of this simple truth macro becomes pure noise. Buy great companies at fair prices and hold them as long as they are great. Hold if you"
X Link 2025-12-01T10:51Z 48.5K followers, 21.1K engagements
"🚨 On Oct 14th: $IREN closed $1B notes offering. On Nov 3rd: $IREN announced nearly $10B deal with $MSFT and partnership with $DELL"
X Link 2025-12-01T23:06Z 48.5K followers, 66K engagements
"🚨 Per Bloomberg $IREN 6.5-year tranche was marketed with a 0-0.25% coupon while the XXX year issue has a 0.5-1% coupon. This is insane to say the least. The bears expected X to 5%. Bullish"
X Link 2025-12-02T14:13Z 48.5K followers, 108.2K engagements
"🚨OFFICIAL: $IREN Announces Pricing of Ordinary Shares Offering to Fund the Repurchase of Convertible Notes X. 2032 Notes: XXXX% coupon XX% conversion premium X. 2033 Notes: XXXX% coupon XX% conversion premium Total new debt issued: $X billion. Details 👇"
X Link 2025-12-03T12:27Z 48.5K followers, 9173 engagements
"🚨 $IREN IS NOW XXXXX% OF JIM LIU PORTFOLIO AFTER SELLING $TSLA. 👇 @jiahanjimliu Worth following"
X Link 2025-12-03T17:56Z 48.5K followers, 83.3K engagements
"$IREN Up +12% in two days looks nice"
X Link 2025-12-04T20:28Z 48.5K followers, 42.2K engagements
"$IREN being Up +12% in the context of almost $3B in convertible notes is bullish for me. Market makers have probably accepted the low $40s as the buy zone"
X Link 2025-12-04T21:18Z 48.5K followers, 5441 engagements
"🚨 $IREN CEO @danroberts0101 needs to visit Texas of the region; one of the richest sources of renewable energy"
X Link 2025-11-19T23:40Z 48.5K followers, 26.3K engagements
"$IREN is expected to grow its 2026 EPS by 195%; NET INCOME by 333%; OPERATING CASH FLOW by 728%. Yet the stock is trading at 27x PE ratio. Wall Street PTs range: $XX to $136"
X Link 2025-11-25T19:23Z 48.5K followers, 75.4K engagements
"🚨BREAKING: CITIZENS MAINTAINED $IREN COVERAGE WITH MARKET OUTPERFORM AND TARGET $80"
X Link 2025-12-03T10:59Z 48.5K followers, 53.7K engagements
"1. I am all-in on $IREN because it started its power land and compute mission in 2018. X. It turned profitable this year + it recently closed two of the best convertible notes offerings with zero to one percent interest (the lowest in the sector to the best of my knowledge) which indicates high confidence in the company. X. The only AI Infra that got XX% prepayment upfront in its very first hyperscaler deal. X. Mag7 companies need $IREN before scarcity gets more intense. X. Expected to grow its 2026 EPS by 195%; NET INCOME by 333%; OPERATING CASH FLOW by 728%"
X Link 2025-12-04T15:08Z 48.5K followers, 105.1K engagements
"@KB334126 Appreciate your trust my friend. If youre long you should be good. Such high concentration is as bad as high diversification to be honest. Ideally X to X stocks or XX to 15"
X Link 2025-12-05T03:05Z 48.5K followers, XXX engagements
"I believe these XX stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $XXX -22%🔴 2- $NVDA $XX -39%🔴 3- $AMZN $XXX -29%🔴 4- $GOOGL $XXX -30%🔴 5- $META $XXX -32%🔴 6- $AVGO $XXX -42%🔴 7- $TSLA $XXX -51%🔴 8- $TSM $XXX -35%🔴 9- $PLTR $XX -42%🔴 10- $NOW $XXX -40%🔴 11- $AMD $XX -54%🔴 12- $CRWD $XXX -30%🔴 13- $ANET $XX -52%🔴 14- $APP $XXX -58%🔴 15- $AXON $XXX -30%🔴 16- $DDOG $XX -49%🔴 17- $TTD $XX -67%🔴 18- $MPWR $XXX -50%🔴 19- $DUOL $XXX -34%🔴 20- $HIMS $XX -65%🔴"
X Link 2025-04-05T09:11Z 48.6K followers, 1.2M engagements
"Per Futurum Equities $IREN PEG (Price / Earnings to Growth Ratio) is XXX which means that $IREN is still one of the most attractive tech stocks. The company is expected to grow by XXX% in Q1 2026 and XXX% to XXX% in the FY2026. $IREN can cross $XXX and still be undervalued based on absolute valuation metrics"
X Link 2025-10-13T09:15Z 48.6K followers, 312K engagements
"🚨 $IREN CCO Kent Draper (From Q1 Earnings Call) "The vast majority of our data center equipment and the way that we have structured the rack densities within the data center mean that the data center itself is future-proofed.""
X Link 2025-12-05T16:30Z 48.6K followers, 23.6K engagements
"🚨 $IREN was arguably the most successful company in raising capital through notes offering X. $IREN October offering: X% interest December offering: XXXX% and X% X. $NBIS June offering: X% and X% September offering: X% and XXXX% X. $CRWV June offering: X% and XXXX% December offering: NA Correct me if Im wrong"
X Link 2025-12-08T21:30Z 48.6K followers, 90.2K engagements
"$IREN Up +3% after closing $2.3B notes offering"
X Link 2025-12-09T15:51Z 48.6K followers, 42.4K engagements
"🚨THE INSTITUTIONAL PROJECTIONS FOR THE S&P XXX PERFORMANCE IN 2026: X. OPPENHEIMER: $8100 X. JP MORGAN: $8000 X. DEUTSCHE BANK: $8000 X. MORGAN STANLEY: $7800 X. UBS: $7700 X. BARCLAYS: $7500 X. BANK OF AMERICA: $7100"
X Link 2025-12-10T14:29Z 48.6K followers, 12.6K engagements
"🚨 $IREN SHORT INTEREST HAS REACHED A HIGH RECORD OF 24.19%. This level of insanity will not age well"
X Link 2025-12-10T17:11Z 48.6K followers, 97.5K engagements
"Loading up on a stock you downgraded is a crime that is no different to insider trading and should be treated as such. $PLTR $HIMS $HOOD and now $OSCR are blatant examples of such institutional practices"
X Link 2025-07-11T19:34Z 48.6K followers, 327.3K engagements
"1. $NBIS announced in its latest quarter that it contracted its entire power capacity missing analysts expectations. X. $CRWV admitted that it suffered some third parties issues which made it cut its guidance. X. Morgan Stanley warns of US power shortage for data centers. X. $IREN CCO states in his interview with the IBD that If youre starting from scratch youre looking at only being able to get power online X to X years from now. X. I have zero doubt that $IREN will be one of the best performing stocks in the market based on this FACT and I wouldnt be surprised to see IREN disclosing having"
X Link 2025-11-30T17:46Z 48.6K followers, 67.7K engagements
"🚨BREAKING: $IREN ADDED TO DAN IVES AI XX WINNERS"
X Link 2025-12-01T12:55Z 48.6K followers, 159.6K engagements
"🚨 THATS ALMOST $70B IN REVENUE FOR $IREN SWEETWATER 1"
X Link 2025-12-05T10:46Z 48.6K followers, 75.8K engagements
"In Q1 $IREN announced that it will increase its GPU fleet to 140K GPUs. From less than 2K GPUs in 2024 if Im not mistaken to 140K GPUs in 2026 $IREN is the most attractive stock I know for 2026 and a new hyperscaler deal is highly likely before Q2"
X Link 2025-12-06T20:58Z 48.6K followers, 59.4K engagements
""Morgan Stanley estimates that time to power solutions could help bridge the gap with 15-20GW from gas turbines 5-8GW from fuel cells and 10-15GW from Bitcoin sites." Side note: $IREN market share is expected to exceed XX% excluding its multi-GW development pipeline. 👇"
X Link 2025-12-08T01:17Z 48.6K followers, 46.8K engagements
"🚨BREAKING: $IREN CLOSES $XXX BILLION CONVERTIBLE NOTES OFFERING"
X Link 2025-12-08T22:31Z 48.6K followers, 123.8K engagements
"These great companies look terrible because they are on sale: $IREN $XX $XX $NBIS $XXX $XX $HIMS $XX $XX $OSCR $XX $XX The more they drop the uglier they look. Because so many people buy the movement of the stock not the business itself"
X Link 2025-12-11T12:24Z 48.6K followers, 61.8K engagements
"🚨 $NVDA TO HOST A SUMMIT ON DATA CENTER POWER PROBLEMS NEXT WEEK PER THE INFORMATION Power is the major theme in 2025 and beyond. You are not bullish enough on $IREN $NBIS $RIOT $APLD $BITF $CORZ $MARA $WULF $CIFR $CLSK and $GLXY etc"
X Link 2025-12-11T19:21Z 48.6K followers, 8678 engagements