@moneyqubit Avatar @moneyqubit Money Qubit

Money Qubit posts on X about $iren, ai, bitcoin, iren 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 finance 94.44% stocks 86.11% technology brands 24.31% cryptocurrencies 24.31% automotive brands 10.42% countries 6.25% travel destinations 2.08% exchanges 1.39% celebrities 0.69% social networks 0.69%

Social topic influence $iren #66, ai 22.22%, bitcoin 16.67%, iren #56, infrastructure 9.03%, data center #91, this is 7.64%, $nvda 6.94%, money #5503, $nbis 6.25%

Top accounts mentioned or mentioned by @danroberts0101 @irenltd @hashoveride @alc2022 @seper8tor @trailinvest @lazaruscapital @iconicmovies @moneyqubit @ericjackson @theallinpod @davidsacks @chamath @friedberg @allinsummit @davidwurtz @roundhillops @thekamahsutra @figurerobot @itmustbethen

Top assets mentioned Iris Energy Limited (IREN) Bitcoin (BTC) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Tesla, Inc. (TSLA) Cipher Mining Inc. Common Stock (CIFR) Advanced Micro Devices (AMD) Palantir Technologies Inc. (PLTR) CoreWeave, Inc (CRWV) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Bitfarms Ltd. (BITF) Oracle Corporation (ORCL) Rocket Lab USA, Inc. Common Stock (RKLB) Morgan Stanley (MS) Bakkt Holdings, Inc. (BKKT) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Citigroup Inc (C) Dell Technologies, Inc. (DELL) Opendoor Technologies Inc Common Stock (OPEN) Broadcom, Inc. (AVGO) IonQ, Inc. (IONQ) Robinhood Markets, Inc. (HOOD) Fermi Inc. (FRMI)

Top Social Posts

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

"$IREN turned [---] MW into [---] MW in just [--] months. Now building Sweetwater [---] GW 6ms latency live in [--] months. Thats not hype. Thats execution at a scale this industry has never seen. @seper8tor @trailinvest @Lazarus_Capital Bro. just stop. $IREN has been on top of LLI more than any other company in the market and that is not a joke. That is why they have been able to build out so much electrical infrastructure in a year. They were at [---] MWs of operational capacity exactly a year ago and now at https://t.co/BrtegCKEZN @seper8tor @trailinvest @Lazarus_Capital Bro. just stop. $IREN has been"
X Link 2025-08-09T15:47Z [----] followers, [----] engagements

"$28.5M buy in $IREN within minutes before close. Somebodys betting big on whats about to come out of Sweetwater. 👀 $IREN 🐳🚨 🚨10 minutes before close today some 🐳 picked up $28.5M worth of $IREN shares🚨 https://t.co/MuFf2cxODs $IREN 🐳🚨 🚨10 minutes before close today some 🐳 picked up $28.5M worth of $IREN shares🚨 https://t.co/MuFf2cxODs"
X Link 2025-11-12T03:12Z [----] followers, 11.2K engagements

"Major Efficiency Breakthrough in Logic Gates : Researchers from the University of Science and Technology Beijing have demonstrated a new method to create high-dimensional "controlled-swap gates" using just one optical component. Previously these required complex setups. The new method achieves over 99.7% fidelity significantly simplifying the hardware needed for practical quantum processors. https://twitter.com/i/web/status/2021784376426819898 https://twitter.com/i/web/status/2021784376426819898"
X Link 2026-02-12T03:12Z [----] followers, [---] engagements

"Most AI apps are just temporary UI wrappers but infra plays like $IREN are different. They own the compute + the land grabs. In the AI gold rush the shovels win not the shiny app-of-the-month"
X Link 2026-02-14T18:09Z [----] followers, [----] engagements

"This is why Im bullish on power-first data center builders like $IREN. The winners will be the ones who can secure megawatts faster than anyone else. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by"
X Link 2026-02-09T18:07Z [----] followers, [----] engagements

"Anthropic just raised $30B at a $380B valuation. And the most important line is this: power our infrastructure expansion Translation: the AI race is now a data center + power + compute race. If the rumors of Anthropic partnering with $IREN are true this is exactly the kind of capital that turns talk into signed hyperscaler deals. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers"
X Link 2026-02-13T03:30Z [----] followers, [----] engagements

"Anthropic CEO Dario Amodei just described the AI energy buildout in insane terms: Compute scaling 3x per year This year: [----] GW Next year: [----] GW 2028: [---] GW 2029: [---] GW And if [--] GW $10B thats multiple TRILLIONS per year flowing into AI infrastructure by [--------]. Now the $IREN lens: $IREN already has [---] GW of contracted/secured power today. If $IREN keeps scaling at a realistic execution range: ✅ 35% YoY [--] GW by [----] ✅ 50% YoY [--] GW by [----] ✅ 100% YoY [--] GW by [----] This is the real game: AI compute is becoming an energy race. And power capacity is the moat."
X Link 2026-02-15T04:40Z [----] followers, [----] engagements

"The upgrade is a game-changer making $IOTA more competitive and capable. This momentum could push its price to new highs in the near future as the market reacts positively to these developments"
X Link 2024-12-10T04:48Z [----] followers, [----] engagements

"@_Iconicmovies Monica Bellucci"
X Link 2025-04-15T07:20Z [----] followers, 209K engagements

"$IREN is printing cash in both Bitcoin and AI. CoreWeave $70B and still burning. 🔥 IREN $4B and already profitable with 7598% margins. Undervalued is an understatement. This is the $NVIDIA of decentralized compute This is HUGE. $IREN is already profitable both in BTC mining and in AI-Cloud (it grinds out profits every month and creates a lot of cash). CoreWeave $CRWV makes no profits. CoreWeave Market Cap $70 BILLION. IREN Market Cap $4 BILLION. https://t.co/nCxit6fLKV This is HUGE. $IREN is already profitable both in BTC mining and in AI-Cloud (it grinds out profits every month and creates"
X Link 2025-07-16T14:52Z [----] followers, [----] engagements

"$IREN just played this perfectly. 👏 $1B ATM ✅ $1.5B convert incoming Next: +25K37K GPUs to hit the grid pushing total to 60K. AI Cloud revenues may soon outshine Bitcoin mining. Demand is exploding. The $IREN keeps building"
X Link 2025-10-08T03:10Z [----] followers, [----] engagements

"AIs hunger for power is rewriting the energy map and one company is quietly leading the charge: $IREN ✅ From Bitcoin to GPUs: What began as a Bitcoin miner is now transforming into a full-fledged AI infrastructure powerhouse. ✅ Texas Power Advantage: Massive footprint in Texas - cheap energy vast land and grid access make it prime AI territory. ✅ Real Infrastructure Not Hype: Unlike others IREN owns its land power and data centers - no shipping containers no retrofits. ✅ GPU Expansion: Scaling to 23000+ NVIDIA Blackwell GPUs with [-----] already sold on multi-year contracts - demand far exceeds"
X Link 2025-10-27T09:12Z [----] followers, [----] engagements

"Im actually emotional today. For months people mocked $IREN saying no hyperscaler deal while others bragged about their announcement and now here we are: IREN locks a $9.7 BILLION AI Cloud contract with Microsoft $MSFT This is not hype. This is validation. Im honestly sad I dont own more $IREN shares but Im proud I at least own some. Because this moment right here is when the entire narrative flips. From maybe to mission critical. History books will mark this as the day IREN became a real AI power"
X Link 2025-11-03T11:58Z [----] followers, 12.4K engagements

"$IREN Institutional Power Map (Q3 2025) [--] Jane Street [----] M [--] FMR (Fidelity) [---] M [--] Group One [---] M [--] Citigroup [---] M [--] Situational Awareness [---] M [--] Susquehanna [---] M [--] Morgan Stanley [---] M [--] Citadel [---] M [--] BNP Paribas [---] M 🔟 Jefferies [---] M 🏦 [---] institutions [----] % ownership 📊 Source: Fintel (Q3 2025)"
X Link 2025-11-12T08:25Z [----] followers, 48.7K engagements

"Morgan Stanley initiates coverage on Nebius Group $NBIS with an Equal-Weight rating and $126 price target. Translation: Serious long-term AI infrastructure potential Institutions are watching closely now"
X Link 2026-01-15T13:41Z [----] followers, [---] engagements

"$IREN = valuation gap in plain sight. Latest earnings guidance 👇 ✅ AI Cloud ARR target: $3.4B by end-2026 ✅ Driven by GPU deployments + long-term HPC contracts ✅ Power-backed model keeps margins structurally high Now the math 👇 At todays valuation market is valuing IREN at 23x forward ARR. Peers in AI infra / data center land trade at 1020+x ARR. Market still sees a miner. Numbers say AI infrastructure platform. https://twitter.com/i/web/status/2012765372639015093 https://twitter.com/i/web/status/2012765372639015093"
X Link 2026-01-18T05:53Z [----] followers, [----] engagements

"Microsoft is partnering with Richtech Robotics to bring agentic AI into real-world robots. AI that can reason + act in the physical world is the next leap. Brains are getting bodies"
X Link 2026-01-28T11:41Z [----] followers, [---] engagements

"$IREN: Hyperscaler Rumours Are Heating Up : ✅ Traders hint at [--] new AI data center deals possibly announced after Jan [--] or early next week. CCO has publicly hinted contracts are close. ✅ Sweetwater [--] (1.4 GW Apr 2026) drawing speculation of bids from hyperscalers like xAI or Google following the $9.7B Microsoft AI cloud deal. ✅ Talk of expansion beyond Texas. Asia-Pacific or Oklahoma in focus based on hiring and exec pipeline hints. Older rumors pointed to [--] GW+ total energization. ✅ AWS rumors resurfaced after the CEO mentioned Amazon in late2025 interviews coinciding with reduced"
X Link 2026-01-31T02:54Z [----] followers, 71.2K engagements

"$CIFR just pulled a big boy move 👀 Cipher Mining plans a $2B senior secured notes offering to build its Black Pearl HPC data center in Texas. Translation: Bitcoin miner ➜ AI + HPC infra Cheap debt ➜ long-life compute assets Power + land ➜ monetized beyond mining Miners are quietly becoming AI infrastructure plays. The market hasnt priced this shift yet. Power is the new oil. https://twitter.com/i/web/status/2018708714661044608 https://twitter.com/i/web/status/2018708714661044608"
X Link 2026-02-03T15:30Z [----] followers, [----] engagements

"$AMD data centers boom: Q4 $5.4B (+39% YoY) full-yr path to 60%+ growth. Lisa Su: Hyperscalers expanding for AI/cloud; enterprises modernizing for AI workflows. $IREN s renewable-powered GPU centers perfectly positioned to host this EPYC/Instinct demand. Watch $IREN scale https://twitter.com/i/web/status/2018875040671105279 https://twitter.com/i/web/status/2018875040671105279"
X Link 2026-02-04T02:31Z [----] followers, [----] engagements

"Institutions own 42% of Iris Energy $IREN and they are not cutting across the board. Q3 [----] 13Fs show net institutional buying: ✅ [---] institutions added shares ❌ [---] reduced Notable adds: ✅ Jane Street: 32.4M shares (+43%) ✅ Wells Fargo: 7.9M shares (+1154%) ✅ Two Sigma: 5.1M shares (+450%) ✅ D.E. Shaw: 10.7M shares (new) ✅ Citigroup: +112% Yes a few trimmed. Thats normal rotation. The data clearly shows smart money is accumulating not exiting. @moneyqubit The fact that Iren is filled to the brim with retail while institutions have cut should tell you all you need to know @moneyqubit The"
X Link 2026-02-04T06:07Z [----] followers, [----] engagements

"$IREN Earnings Eve Rumour Board (Feb 5) What X is whispering 👀 Heres the CLEAN list of the biggest rumors floating across X/forums ahead of earnings tomorrow. NONE confirmed all speculation: ✅ A new hyperscaler AI deal could be announced (AWS / Google / Meta being the top names) ✅ AWS rumors resurfaced after the CEO mentioned Amazon in late-2025 interviews + earnings timing lined up near AMZN ✅ H5-10 deal chatter: traders claim a large GPU/AI contract may drop Feb [--] (some say bigger topline than prior deals) ✅ Sweetwater [--] (SW1) speculation: bids from hyperscalers (Google / xAI / AWS) for a"
X Link 2026-02-04T17:14Z [----] followers, 36.5K engagements

"$IREN didnt miss execution. They missed a headline. Market wanted Deal #2. Instead we got the groundwork: ✅ 6% debt financing ✅ 1.6GW Oklahoma secured ✅ Childress + Prince George ramp intact Next catalyst = contract economics. $IREN: Feb [--] [----] Earnings The Sin The sin that $IREN committed this earnings report was not announcing a second deal. When we look at the three months since $IREN signed its first MSFT deal: [--]. November: Management worked on convertibles negotiations and started debt funding https://t.co/OFtPNygxtV $IREN: Feb [--] [----] Earnings The Sin The sin that $IREN committed this"
X Link 2026-02-07T15:05Z [----] followers, 10.9K engagements

"The $IREN transcript had [--] lines that changed the whole story: ✅ Time to DC is more limiting than time to power. ✅ Sudden emphasis on 810MW air-cooled footprint ✅ Multi-billion contract where we need to bring a software solution That combo sounds less like a hyperscaler and more like an AI-native enterprise with urgent demand. Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101 interviews it's clear to me that Dan is very ambitions in"
X Link 2026-02-08T05:20Z [----] followers, 61.3K engagements

"$IREN is 17.18% of my portfolio. And Im increasing it to 25% before year-end. Why Because the AI boom isnt a software story anymore. Its a power + data center + execution story. And $IREN is quietly becoming one of the most underrated AI infrastructure plays in the market. ✅ High power capacity. ✅ Fast build speed. ✅ Strong management DNA. Some people call Dan Roberts overconfident. I dont. After tracking him across interviews + earnings my read is simple: ambitious in planning conservative in words. He doesnt pump. He delays deals to maximize leverage. But when he commits he moves FAST."
X Link 2026-02-08T17:58Z [----] followers, [----] engagements

"$IREN added to the MSCI USA Index = this is bigger than most people realize. MSCI USA is one of the most tracked U.S. stock indexes used by institutions mutual funds ETFs and passive money to build portfolios. So when a stock gets added its not just good news it creates a mechanical demand effect: ✅ Index funds that track MSCI USA now must buy $IREN ✅ Large institutions benchmarking to MSCI now have to include it ✅ This often leads to fresh inflows + higher volume + stronger liquidity In simple terms: $IREN just got added to the institutional shopping list. What can happen next ✅ Short term:"
X Link 2026-02-12T04:15Z [----] followers, 23.7K engagements

"Anthropic just dropped one of the most important AI announcements of [----] and its not about models. Its about POWER. They openly admit frontier AI will require massive electricity estimating the U.S. may need [--] GW of new capacity in the next few years to support AI-scale data centers. But heres the key part: Anthropic says households shouldnt suffer higher electricity bills just because AI companies are expanding. So theyre making a bold pledge: They will cover 100% of grid upgrade + interconnection costs needed to connect their AI data centers If their demand causes electricity prices to"
X Link 2026-02-12T05:24Z [----] followers, [----] engagements

"Siemens Energy just confirmed something most investors still dont fully understand: The AI boom is quietly turning into an ENERGY + GRID supercycle. WSJ reports Siemens Energy has booked a record order backlog driven heavily by the global AI data center buildout. Orders surged (over 30%) profits jumped sharply (nearly tripled) and the U.S. is becoming one of the biggest demand engines. Whats selling the most ✅ Gas turbines ✅ Grid + electrification equipment ✅ Power infrastructure projects And this is the real signal: AI isnt just chips + software. AI is: ✅ Electricity ✅ Transmission ✅"
X Link 2026-02-13T02:19Z [----] followers, [----] engagements

"Alphabet $GOOG just confirmed the AI Infrastructure supercycle. ✅ [----] CapEx guide: $175B$185B (2x last year) servers + data centers + networking because AI demand is outpacing supply ✅ Google Cloud backlog: $240B (+55%) ✅ Cloud op margin: 30.1% (AI scale is now profitable) This isnt AI hype anymore. This is AI = physical infrastructure. And thats why $IREN is a strategic play: AI needs power land and speed-to-build. $IREN is already sitting on the hardest asset to secure. https://twitter.com/i/web/status/2019244485440598329 https://twitter.com/i/web/status/2019244485440598329"
X Link 2026-02-05T02:59Z [----] followers, [----] engagements

"Bloomberg just dropped a BIG AI infrastructure signal: Nvidia $NVDA is expected to lease a massive 200MW data center in Nevada and the project is being financed using $3.8B worth of junk bonds (high-yield debt). Read that again. AI demand is now so strong that Wall Street is literally funding data centers with expensive riskier debt just to build faster. A few key takeaways: ✅ Nvidia isnt buying the facility outright its locking control through a long-term lease ✅ The lease is reportedly [--] years with extension options ✅ 200MW is not a normal data center size this is AI-scale infrastructure ✅"
X Link 2026-02-13T17:49Z [----] followers, 30.5K engagements

"$IREN s Earnings Shockwave : ✅ Q4 [----] earnings just dropped $IREN turned a $0.70 profit per share up from a $0.27 loss last year. ✅ Revenue surged 228% to $187.3M while Bitcoin mining generated $180.3M. ✅ Mining capacity grew to [--] EH/s a 400% year-over-year boost. ✅ The company is now an $NVDA preferred partner and added over [-----] GPUs (H100 H200 B300) to scale its AI cloud business. Not just Bitcoin this is AI infrastructure on steroids. @IREN_Ltd is morphing into tomorrows compute backbone"
X Link 2025-08-31T16:29Z [----] followers, [----] engagements

"$IREN is quietly building one of the largest AI data center networks on Earth. ✅ [----] MW pipeline across TX & BC ✅ $875M convertible note at 42.5% premium ✅ $3.64.9B potential annual revenue when fully leased ✅ Full-stack control from energy to IaaS makes Iris the lowest-cost AI infrastructure builder in the industry"
X Link 2025-10-27T18:25Z [----] followers, 13.6K engagements

"$IREN is quietly mastering something extremely rare in infrastructure: a negative Cash Conversion Cycle (CCC). Customers and vendors are funding growth the same dynamic seen at Apple and Tesla. Heres what makes it tangible: ✅ Microsoft prepaid $1.94B upfront on a $9.7B AI/HPC contract cash arrives before full buildout ✅ Dell is supplying $5.8B of GPUs with payments timed to deployment not years in advance ✅ Bitcoin mining generated $232.9M in Q1 FY26 revenue acting as an internal cash engine This is negative working capital at infrastructure scale. $IREN is not building first and hoping"
X Link 2026-01-20T03:27Z [----] followers, 40.5K engagements

"Why am I buying $IREN Because the AI boom is no longer a software story. Its a power + data center + execution story. And $IREN is one of the cleanest ways to play it: ✅ Massive low-cost power access ✅ Fast build speed (they actually deliver) ✅ Management that thinks like operators not promoters ✅ Positioned for the next wave: AI compute demand + infrastructure scarcity The real bottleneck is electricity + ready-to-run data centers. Thats where $IREN lives"
X Link 2026-02-11T16:31Z [----] followers, [----] engagements

"$IREN is not just another AI datacenter its the only player stacking multiple deep moats at once. ✅ Energy ✅ Land ✅ Speed ✅ Scale and ✅ Flawless execution all compounding in the same direction. Its actually an industrial AI compute machine built on structural advantages competitors cant copy quickly. The next [--] years will separate builders from storytellers. $IREN is on the builder side and the moats are widening"
X Link 2026-02-12T17:53Z [----] followers, [----] engagements

"DataCenterKnowledge just confirmed something huge for 2026: Data center M&A is still expected to be STRONG even with power shortages and AI uncertainty. Why Because high-quality data center assets are becoming scarce and in the AI era the most valuable data centers arent the ones with the most racks Theyre the ones with the most POWER. Buyers are still aggressively chasing deals because: ✅ Top-tier facilities are limited ✅ Hyperscale-ready operators remain premium targets ✅ AI workloads are reshaping what valuable infrastructure even means ✅ And the #1 factor driving valuations now is secured"
X Link 2026-02-13T11:29Z [----] followers, [---] engagements

"The global data center boom (cloud + streaming + AI) doesnt automatically have to mean runaway emissions. highlights research showing the outcome depends on ONE thing: How we power the growth. The study points to a green digital pathway where data centers scale alongside cleaner electricity + efficiency improvements. In that scenario the impact of the data center boom changes completely: ✅ Emissions drop instead of rising ✅ Air pollution falls ✅ Public health improves ✅ Long-term energy demand grows slower ✅ Economic growth can actually be stronger The takeaway is simple: Data centers arent"
X Link 2026-02-14T02:21Z [----] followers, [----] engagements

"Microsoft $MSFT is now exploring superconducting power cables for AI data centers. Let that sink in. This isnt a cool tech experiment. This is a signal that AI has officially entered its next phase: ⚡ Power delivery is the bottleneck. According to Reuters (via Yahoo Finance) Microsoft is looking at advanced superconducting lines that can transmit massive electricity with far lower losses than traditional copper or aluminum cables while taking up much less physical space. Why does this matter Because AI data centers are scaling so fast that the real constraint isnt GPUs anymore Its: ✅ Grid"
X Link 2026-02-14T09:43Z [----] followers, [----] engagements

"DataCenterKnowledge made a really important point about AI data centers: The next efficiency breakthrough wont come from better chillers. It will come from redesigning the entire energy system. AI workloads are pushing heat density to a level where traditional cooling logic starts breaking. And since cooling is still one of the biggest electricity drains in a data center this is no longer a minor optimization problem. Its the core bottleneck. The article argues that we need to rethink PUE (Power Usage Effectiveness) from a system-level perspective not a component-level one. Meaning: Instead"
X Link 2026-02-15T04:19Z [----] followers, [---] engagements

"CNBC just highlighted a new phase of the AI boom that most investors are ignoring: AI data centers are no longer just a tech story. Theyre now a POLITICAL + affordability story. The Trump administration (with Peter Navarro involved) is pushing the idea that AI data centers shouldnt be allowed to quietly raise household electricity bills by overloading local grids and forcing expensive upgrades. And honestly this is a big deal. Because it confirms the next reality of the AI era: Governments are starting to treat data centers like strategic infrastructure not just private buildings. The core"
X Link 2026-02-16T02:26Z [----] followers, [----] engagements

"Google just confirmed the next phase of the AI supercycle: Big Tech is no longer only buying GPUs Theyre buying POWER. $GOOG is securing a massive solar deal (around [--] gigawatt) to support its Texas data center electricity demand. And this is the key signal: AI data centers are scaling so fast that electricity is now the #1 bottleneck. So hyperscalers are being forced to do what utilities do: locking in long-term power supply contracts years in advance. But heres the part most investors miss This isnt new thinking. This is what $IREN has been doing from the start. While Big Tech is only now"
X Link 2026-02-16T05:42Z [----] followers, 12.5K engagements

"India just got a serious AI infrastructure signal. $AMD and $TCS are partnering to build AI-ready data center infrastructure in India bringing AMDs latest rack-scale AI compute architecture into the country. This isnt just AI software. This is India moving into the next phase: From building AI apps to building AI factories. The important part is what this represents: ✅ Sovereign AI capacity inside India ✅ Hyperscale-level infrastructure planning ✅ Real demand for GPUs CPUs cooling and data center buildouts ✅ Most importantly POWER Because the AI story is the same everywhere: AI doesnt run on"
X Link 2026-02-16T16:59Z [----] followers, [---] engagements

"$IREN AI isnt just a software boom - the real bet is on building the physical backbone. ✅ Data-centers ✅ Power ✅ Land ✅ Permits and ✅ Connectivity are becoming the foundation for everything AI will build. The winners will be those who control those scarce resources not just hype"
X Link 2026-02-16T17:12Z [----] followers, [----] engagements

"TechCrunch just highlighted the next REAL bottleneck in AI: AI data centers are hitting power limits. Not GPU limits. Power limits. Thats why Peak XV (ex-Sequoia India) just backed an Indian startup called C2i focused on fixing the grid-to-GPU electricity problem. And this is the part most people dont realize: A shocking amount of energy gets wasted inside data centers before it even reaches the GPUs. Power comes in at high voltage then gets stepped down and converted multiple times across the facility and every conversion layer creates losses. C2is mission is to reduce those losses at a"
X Link 2026-02-17T03:27Z [----] followers, [---] engagements

"$IREN closing near $26.15 with support holding $25. ✅ Volume spiked to 76M+ post-earnings. ✅ Nvidia partnership + 10.9k GPUs = AI cloud momentum. Yes short-term extended (pulled back from $30.02). But LT Analysts eye $33$36. $30+ breakout looks in play"
X Link 2025-09-07T09:17Z [----] followers, [----] engagements

"$OPEN: +437% gain so far 🚀 (avg $1.24 now $6.65) Massive thanks to @ericjackson for putting this stock on my radar 🙏 His target $82. My plan Holding until we get there. Sometimes patience = biggest alpha"
X Link 2025-09-07T12:47Z [----] followers, [----] engagements

"Stablecoins are quietly becoming the Banking [---] standard. Think global fiat revamped with transparency cross-border utility and institutional adoption: GENIUS Act JPMorgan-backed lending PayPal crypto pay are just the beginning"
X Link 2025-09-07T14:13Z [----] followers, [---] engagements

"60k+ GPUs in BC by [--] doesnt sound crazy when you own the land power and shells. $IREN is a well-oiled machine built for scale We've come to know $IREN as a serious lean mean infrastructure building machine. However $IREN does have a fun side as well. They like to plant easter eggs and telegraph moves in subtle and not so subtle ways you just have to be situationally aware. The possibility of a T3 https://t.co/tJp0ik327z We've come to know $IREN as a serious lean mean infrastructure building machine. However $IREN does have a fun side as well. They like to plant easter eggs and telegraph"
X Link 2025-09-07T15:15Z [----] followers, [----] engagements

"$IREN has already shown it can 10x hash in a year. Now the same playbook applies to GPUs. $NBIS 10k B200s by [--] $CRWV Grace-heavy bet $IREN aiming for the largest Blackwell fleet 10k 100k GPUs in [--] year isnt crazy when you own the land power & shells. In order for $IREN to outcompete $CRWV and $NBIS IREN must lead the sector in some fashion. One aspect that stands out to me is having the largest Blackwell fleet. CRWV appears to be allocating most of its capex to the Grace Blackwell and NBIS is projected to have about 5k https://t.co/dLVaHN42ss In order for $IREN to outcompete $CRWV and $NBIS"
X Link 2025-09-07T16:21Z [----] followers, 13.8K engagements

"$IREN founders standing shoulder-to-shoulder with the best in tech + investing at @theallinpod Summit. From Bitcoin ⛏ to AI ☁ the narrative keeps getting bigger. $IREN Co-Founders & Co-CEOs @danroberts0101 and Will Roberts with @DavidSacks @chamath and @friedberg at the @theallinpod @allinsummit. https://t.co/dEkONAjQR9 $IREN Co-Founders & Co-CEOs @danroberts0101 and Will Roberts with @DavidSacks @chamath and @friedberg at the @theallinpod @allinsummit. https://t.co/dEkONAjQR9"
X Link 2025-09-08T03:48Z [----] followers, [----] engagements

"Think $NVDA is the only AI chip game Think again. Broadcom just bagged a $10B AI infrastructure deal rumored with OpenAI and investors cheered. Its AI chip growth is now seen in $NVDA territory. $AVGO"
X Link 2025-09-08T03:51Z [----] followers, [---] engagements

"$IREN may have just cracked the code. ✅ $BTC mining = cash cow ($1B+ rev today) ✅ AI Cloud = future ($200250M run-rate by Dec 25) ✅ Flywheel in motion $1.25B annualized revenue already. From Bitcoin to Blackwells this is the blueprint. Has $IREN cracked the code They mine $BTC at one of the highest global capacities. Those proceeds are then funneled into building HPC data centers. A perfect flywheel: BTC as the cash cow AI cloud as the future. Already translating into $1.25B in annualized revenue. 🚀 https://t.co/56Cg2vkXyl Has $IREN cracked the code They mine $BTC at one of the highest"
X Link 2025-09-08T06:31Z [----] followers, [----] engagements

"$IREN is not just a Bitcoin miner. Its building renewable-powered datacenters at the intersection of BTC + AI: ✅ [--] EH/s mining $1B+ run-rate revenue ✅ Scaling 1.9k 10.9k NVIDIA Blackwell GPUs (95% GM) ✅ [---] GW renewable power rights (20% utilized) ✅ FY25 rev +168% $501M Net income $87M By 2030: 100k GPUs possible $47B revenue potential $200$300+ stock in bull case From hydro in Canada to 2GW Texas AI hubs Iris Energy is shaping the compute backbone of the 2030s"
X Link 2025-09-08T07:52Z [----] followers, [----] engagements

"$IREN August Update: mixed but steady. Childress fully energized (750MW) max capacity online ✅ AI Cloud rev up slightly (+$100k MoM) ✅ Anthony Lewis in as CFO strong leadership move ❌ No new GPUs installed/contracted patience needed BTC cash cow stays strong AI ☁ ramp coming. September should tell the real story. $IREN August Update: My Thoughts So the "delayed" investor update over the month August turned out to be a regular update without any new GPU capacity installed contracted or purchased. Instead we got an extra update where Anthony Lewis was announced as the new CFO for"
X Link 2025-09-08T14:58Z [----] followers, [---] engagements

"Smart money doubling down on $IREN PE just 21x FY26 & 13x FY27 for a company scaling GPUs BTC hash and $1B+ revenue flywheel. When analysts call it cheap for its growth rate you know the reratings coming. We added to our $IREN position last week in $BLOX. Solid numbers and another reason why Im bullish on the company. We added more on a 10% pullback. The company is relatively cheap for its growth rate. PE 21x FY26 and 13x FY27. This dog can hunt We added to our $IREN position last week in $BLOX. Solid numbers and another reason why Im bullish on the company. We added more on a 10% pullback."
X Link 2025-09-08T15:01Z [----] followers, [---] engagements

"Really cool tool by @davidwurtz IREN2026 Plug in BTC & AI assumptions get implied $IREN share price by [--]. BTC ⛏ + AI ☁ = dual-engine model made simple. http://iren2026.com Introducing IREN2026⚡ What is it: A simple tool to calculate implied $IREN share price by end of [----] based on your set of assumptions. Where to find it: iren2026 dot com (also linked in comments) Why I built it: $IREN is in transition from BTC miner to AI neocloud making https://t.co/pbpdlNFwmv http://iren2026.com Introducing IREN2026⚡ What is it: A simple tool to calculate implied $IREN share price by end of [----] based"
X Link 2025-09-09T04:56Z [----] followers, [---] engagements

"Big news: $GOOG is committing $9 billion over the next two years to boost AI & cloud infrastructure in Oklahoma US including a new data center campus in Stillwater and expanding its Pryor facility. This move strengthens U.S. leadership in AI supports local talent development and fuels hyperscale tech innovation"
X Link 2025-09-09T09:48Z [----] followers, [---] engagements

"$IREN doesnt buy GPUs like others. They lease them with a safety net return if outdated buy cheap if useful. That means no baggage always the latest tech. While rivals get stuck with old chips IREN stays Rubin-ready. IRENs FMV Lease Model as a Strategic Differentiator (courtesy of ChatGPT) IREN has emerged as a first mover in structuring fair market value (FMV) leases for GPUs a financing mechanism almost unheard of in the cloud infrastructure sector. Whereas competitors such as CoreWeave IRENs FMV Lease Model as a Strategic Differentiator (courtesy of ChatGPT) IREN has emerged as a first"
X Link 2025-09-11T06:17Z [----] followers, [----] engagements

"OpenAI just inked a jaw-dropping $300B deal with Oracle for cloud computing power over [--] years starting in [----] one of the biggest cloud contracts ever. Huge signal that AI infrastructure is going hyper-scale. $ORCL $IREN $NBIS"
X Link 2025-09-11T07:35Z [----] followers, [---] engagements

"Morgan Stanley confirms it: BTC miners = shortcut to AI data centers. $IREN isnt just mining BTC its holding discounted access to the most valuable commodity of the decade POWER⚡ Morgan Stanley out with new research suggesting that BTC miners are the fastest path to put new data centers online because they already have access to huge amounts of power. Their models show BTC miners trade at a large discount to the intrinsic value of their secured power. https://t.co/rwJJLBPdYN Morgan Stanley out with new research suggesting that BTC miners are the fastest path to put new data centers online"
X Link 2025-09-14T03:23Z [----] followers, 10.3K engagements

"@roundhill_ops Looking forward to the $WPAY distribution"
X Link 2025-09-14T16:59Z [----] followers, [---] engagements

"New on my radar: I picked up a starter shares of $BITF last week. Thanks @TheKamaHsutra for flagging this. 🙏 The transatlantic AI opportunity is something I didnt think was possible servicing Europe from North America. Fresh angle very interesting. 🤔$BITF and the Transatlantic AI opportunity 🤔 In a recent HC Wainwright conference presentation $BITF CEO @hashoveride brought up something that I have not heard mentioned before by any of the BTC miners pivoting to AI/HPC: the transatlantic AI opportunity. Ben Gagnon https://t.co/fgQGroFJkS 🤔$BITF and the Transatlantic AI opportunity 🤔 In a"
X Link 2025-09-15T02:44Z [----] followers, [----] engagements

"5 themes shaping the future My top picks: Data Centers / AI Infra $IREN $NBIS Semis & Core Compounders $AVGO $TSM Autonomy $GOOGL $TSLA Crypto Infra $COIN $HOOD Quantum (moonshots) $IONQ $QBTS The next decade will be built here. Not financial advice. What stocks would you add to each sector Drop your picks 👇"
X Link 2025-09-15T08:12Z [----] followers, [---] engagements

"$IREN targets arent just numbers They are milestones on the way to generational wealth. $75 in [--] $250 in [--] Dont just pick one pick both. 🔥 If you think $IREN will hit $75 by the end of [----] hit the like button. If you think $IREN will hit $250 by the end of [----] hit the repost button. If youre not sure then just hit both buttons anyway and have a great day 🫶 If you think $IREN will hit $75 by the end of [----] hit the like button. If you think $IREN will hit $250 by the end of [----] hit the repost button. If youre not sure then just hit both buttons anyway and have a great day 🫶"
X Link 2025-09-16T16:53Z [----] followers, [----] engagements

"The Neocloud race will be won by those who secure: [--] Investment grade debt [--] End-to-end power agreements [--] Infiniband networking [--] Vertical software stacks $IREN already checks the toughest box: cheap renewable power at scale (2.9 GW rights). Mining funds the engine today. AI cloud multiplies it tomorrow. [--] key points for a successful neocloud. Will look to re-structure this and add $IREN. BUT follow the power (MW/GW) path leads right to $$$. $CRWV $NBIS $ORCL https://t.co/uy29u1IkXn [--] key points for a successful neocloud. Will look to re-structure this and add $IREN. BUT follow the power"
X Link 2025-09-16T16:57Z [----] followers, [---] engagements

"Robotics startup @Figure_robot raised over $1 billion in a Series C round. Its post-money valuation jumped to $39 billion. They plan to scale humanoid robots for home & commercial use improve their AI platform (Helix) expand manufacturing (BotQ) and increase data collection. (via Reuters)"
X Link 2025-09-17T06:47Z [----] followers, [---] engagements

"Elon builds rockets & gigafactories. Dan Roberts is quietly building the compute factories that power Bitcoin & AI. $IREN may be today where Musk was [--] years ago. Infrastructure wins the future. Dan Roberts and Elon Musk are first-principles thinkers world-class infrastructure builders and have many children (optimists). Elon is [--] years older. Pay attention to Dan Roberts. $IREN. Dan Roberts and Elon Musk are first-principles thinkers world-class infrastructure builders and have many children (optimists). Elon is [--] years older. Pay attention to Dan Roberts. $IREN"
X Link 2025-09-18T03:01Z [----] followers, [----] engagements

"Well said 👏 Fairwater shows what is possible when compute network & renewables are integrated from day one. Actually $IREN is doing it. Their Bitcoin mining is fully renewables-powered and every bit of their AI buildout is too with its 2.75GW+ pipeline scaling AI sustainably"
X Link 2025-09-19T02:41Z [----] followers, [---] engagements

"@itmustbethen Nice 👊 Im focused on the Bitcoin + AI crossover too $IREN is my largest bet with $CIFR and $BITF in the mix. And outside of that lane I also hold $OPEN (Opendoor) small position but already a 10x 🚀. Staying focused but diversified where it counts"
X Link 2025-09-19T02:46Z [----] followers, [---] engagements

"@100xMargin Nice question. $CLSK is showing signs of option value for HPC/AI 1+ GW power contracts leadership change and strong cash flow give them real optionality. But its not a done deal yet. $IREN is executing now; $CLSK looks like it could follow"
X Link 2025-09-19T02:51Z [----] followers, [---] engagements

"@wojthetek Interesting 👀 I will take a look at $SLNH AI + BTC mining is exactly the crossover I track. For me $IREN is still the leader with scale + execution but I am always open to exploring small-cap asymmetry plays"
X Link 2025-09-19T02:55Z [----] followers, [---] engagements

"The next [--] days could be stacked with catalysts for $IREN: Horizon [--] online Horizon [--] news Blackwells rolling out BTC momentum and maybe even a hyperscaler deal. Buckle up. 🚀 IREN Remember we have a lot more catalysts loaded in the next three months. Horizon1 coming online. Horizon2 anouncement. Possible Hyper deal. A ton of Blackwells being deployed. Bitcoin crossing $150k. New sites announcements. NVDA/Dell taking a stake in IREN. Fed cutting IREN Remember we have a lot more catalysts loaded in the next three months. Horizon1 coming online. Horizon2 anouncement. Possible Hyper deal. A ton"
X Link 2025-09-19T04:31Z [----] followers, [----] engagements

"$IREN is heating up. +8% today and pushing $39.38 Question is will it tap $40 before the day is done 👀"
X Link 2025-09-19T17:44Z [----] followers, [---] engagements

"The biggest edge in investing is not information. Its patience. Most people can not sit still and thats where the wealth transfers"
X Link 2025-09-19T18:19Z [----] followers, [---] engagements

"👀 $BITF Washington site might be the sleeper play. Cheap power dual fiber routes and fresh land for AI/HPC buildout. If this is their first monetization hub things are about to get interesting. $BITF's first site to AI/HPC monetization 🤔 During his presentation at the HCW Conference on Sept 8th @hashoveride told us to keep an eye out for a possible announcement regarding their Washington site and AI/HPC developments. Their Washington site at [--] MW is the smallest https://t.co/MoLXuxBLSI $BITF's first site to AI/HPC monetization 🤔 During his presentation at the HCW Conference on Sept 8th"
X Link 2025-09-20T02:24Z [----] followers, [----] engagements

"Huge congrats 👏 Incredible to see $IREN go from $100M to $10.8B in just a few years. Proof that belief + execution can change the game. Excited for whats ahead At one point in the dark days of December [----] IREN was a sub $100M company and I'm sure many people were wondering if we would pull through. Today IREN's market cap is $10.8B. Good reminder to never give up. We didn't. At one point in the dark days of December [----] IREN was a sub $100M company and I'm sure many people were wondering if we would pull through. Today IREN's market cap is $10.8B. Good reminder to never give up. We didn't"
X Link 2025-09-20T02:40Z [----] followers, [----] engagements

"This nails it 👇 Power is not just a constraint its the moat. $IREN secured 3GW isnt about overplaying its about being years ahead while the grid backlog stretches to 2030+. Hyperscalers cant build fast enough. Time-to-power = alpha. $IREN Secured Power Advantage (Hand Written) A fair skeptical question Ive been asked on IREN is: If IREN overplays their hand could hyperscalers can simply say Forget it well build ourselves. The answer is that hyperscalers are definitely acquiring power and building $IREN Secured Power Advantage (Hand Written) A fair skeptical question Ive been asked on IREN"
X Link 2025-09-20T06:13Z [----] followers, [----] engagements

"$IREN still riding a strong uptrend : ✅ Trading well above key moving averages ✅ Needs to clear $41 with volume - opens door to $50+ ✅ Supports around $35 / $33 / $29 ✅ RSI is hot so a pullback wouldnt surprise me $100 Possible but needs time + big catalysts"
X Link 2025-09-20T07:29Z [----] followers, [----] engagements

"Great breakdown 👏 $IREN edge is hiding in plain sight. Childress site could be getting +50MW of extra power by mid-2026. More power = more revenue. Time-to-power matters and $IREN seems ahead of the curve. Bulls something is cooking. 🔥 $IREN On @ENERGY's Interactive Data Viewer Map: More Power Coming To Childress This week the interactive "Data Viewer" map from the Department of Energy and @NREL was launched. In this map all the data centers that are currently operating planned and in construction can https://t.co/8kdQZ5E4gz $IREN On @ENERGY's Interactive Data Viewer Map: More Power Coming"
X Link 2025-09-20T12:53Z [----] followers, [----] engagements

"The shift from Bitcoin mining - AI/HPC is the rerate of the decade. $IREN is positioning where the puck is going IREN transitioned from bitcoin mining to AI/HPC and is being rerated accordingly. Stop deadnaming IREN formerly known as Iris Energy. It's a brave new world and the paradigm shift started yesterday. I foresee a 10x in a year or two. https://t.co/4hbceTaTmS IREN transitioned from bitcoin mining to AI/HPC and is being rerated accordingly. Stop deadnaming IREN formerly known as Iris Energy. It's a brave new world and the paradigm shift started yesterday. I foresee a 10x in a year or"
X Link 2025-09-20T16:35Z [----] followers, [----] engagements

"Why choose I will like AND repost thats how bullish I am on $IREN $IREN Hit the Like button if you like IREN Hit the Repost button if you love IREN ❤ https://t.co/FryttUapAa $IREN Hit the Like button if you like IREN Hit the Repost button if you love IREN ❤ https://t.co/FryttUapAa"
X Link 2025-09-20T16:38Z [----] followers, [----] engagements

"IBD keeps ranking $IREN #1 (again). thats not luck its demand. Whos with me 🔥👇 Like = holding RT = adding. NFA IBD Top [--] stocks $IREN $CLS $ALAB $AMSC $PLTR $INOD $RMBS $FUTU $RKLB $DAVE $HOOD $RDDT $FIX $STOK $HIMS https://t.co/aMj6RfOtpU IBD Top [--] stocks $IREN $CLS $ALAB $AMSC $PLTR $INOD $RMBS $FUTU $RKLB $DAVE $HOOD $RDDT $FIX $STOK $HIMS https://t.co/aMj6RfOtpU"
X Link 2025-09-21T02:52Z [----] followers, [----] engagements

"The AI compute crunch is here. $450B+ will be spent on servers by [----] yet the grid is already bottlenecked. Hyperscalers can not build fast enough. Thats why plays like $IREN with secured GW-scale power + GPUs look less like miners more like tomorrows lifeline. Buy $IREN stupid. AI capex is only going up. https://t.co/TUE5Jc0Yyt Buy $IREN stupid. AI capex is only going up. https://t.co/TUE5Jc0Yyt"
X Link 2025-09-22T02:36Z [----] followers, [---] engagements

"Funny how people still think $IREN just pivoted to AI infra Reality check: Dan Roberts made it clear we started in [----]. While others are scrambling for power & GPUs IRENs been laying foundations for years. This is not a pivot. Its a plan playing out. @danroberts0101 To all the numpties out there saying IREN recently pivoted to (or even stumbled onto) AI infra see Dans comment we started in [----] 🤓😎 @danroberts0101 To all the numpties out there saying IREN recently pivoted to (or even stumbled onto) AI infra see Dans comment we started in [----] 🤓😎"
X Link 2025-09-22T03:17Z [----] followers, [----] engagements

"Simplifying a great deep dive from @jiahanjimliu 🙏 $NBIS stepping down to IaaS just to keep GPUs flowing. $IREN stepping up into IaaS with power + racks secured since [----]. When software can be cloned but GPUs cant You see where the real moat is. 😎 $IREN IaaS vs $NBIS PaaS/SaaS @MVanbrunsc47513 is an intelligent and shrewd investor asks good questions/has fair doubts. As an $IREN bull accounting for questions doubts and other viewpoints is an important part of my research. One critical question for both $NBIS and $IREN $IREN IaaS vs $NBIS PaaS/SaaS @MVanbrunsc47513 is an intelligent and"
X Link 2025-09-22T05:42Z [----] followers, [----] engagements

"🚨 $IREN just doubled its AI Cloud fleet to [-----] GPUs. Targeting $500M ARR by Q1 [----]. From Bitcoin miner ➝ AI hyperscaler in record time. $NVDA + $AMD fleets pre-contracted demand 60k+ GPU runway in BC alone. This is how you build a neocloud. $IREN is pleased to announce an expansion of its AI Cloud business. - Doubled AI Cloud capacity to 23k GPUs - Procurement of 7.1k NVIDIA B300s 4.2k NVIDIA B200s & 1.1k AMD MI350Xs - GPUs scheduled for delivery at Prince George campus over the coming months - Raising AI Cloud https://t.co/e2gTegC5T9 $IREN is pleased to announce an expansion of its AI"
X Link 2025-09-22T15:05Z [----] followers, [----] engagements

"When the charts line up with the fundamentals 👀 $IREN smashed through resistance right after I flagged the setup Saturday. 23k GPUs + $500M ARR target just poured rocket fuel on the trend. 🚀🔥 TA + news = conviction play $IREN still riding a strong uptrend : ✅ Trading well above key moving averages ✅ Needs to clear $41 with volume - opens door to $50+ ✅ Supports around $35 / $33 / $29 ✅ RSI is hot so a pullback wouldnt surprise me $100 Possible but needs time + big catalysts. $IREN still riding a strong uptrend : ✅ Trading well above key moving averages ✅ Needs to clear $41 with volume -"
X Link 2025-09-22T15:09Z [----] followers, [---] engagements

"🔥 Love this take by @BigDegenEth $IREN isnt just Palantiring its #PalantIRENing 👊🚀 $IREN many have been saying it has been #Palantiring I say its been #PalantIRENing 🔥🚀👊 $IREN many have been saying it has been #Palantiring I say its been #PalantIRENing 🔥🚀👊"
X Link 2025-09-22T15:47Z [----] followers, [---] engagements

"Why $IREN added $AMD MI350X GPUs alongside $NVDA Blackwells ✔ Diversifies scarce GPU supply ✔ 288GB HBM3E + 8TB/s ideal for memory-heavy LLMs & inference ✔ Lower TCO for energy-intensive workloads ✔ Client pull: $META $ORCL others adopting AMD ✔ Pricing leverage vs NVDA dominance ✔ Open ecosystem = scalability ✔ Benchmarks: up to [---] better inference Smart AI cloud pivot"
X Link 2025-09-22T18:30Z [----] followers, [---] engagements

"The GPU IaaS game isnt CPU-cloud [---] ➡ its a whole new industry. $IREN already has the power uptime and datacenter design to win dedicated-tenant GPU IaaS. 23K GPUs is just the opening move. The AI factory era has begun and $IREN is building it IRENs Market in IaaS IREN is releasing expansions faster than I can write research. If you understand the IaaS market you will see why fundamentally IREN expand this fast and that IRENs expansion to 23k GPUs is just the tip of the iceberg. The key to understanding how IREN IRENs Market in IaaS IREN is releasing expansions faster than I can write"
X Link 2025-09-23T02:57Z [----] followers, [---] engagements

"Most miners pray for hyperscaler deals. $IREN Doubling fleet to 23k GPUs + $500M ARR target with customers contracting capacity before it even lands. Thats paradigm shifting 🔥 🐂You are not bullish enough on $IREN 🐂 On our $IREN spaces last night I had predicted that there would be some sort of GPU/cloud related announcement before the next scheduled monthly update. I just didn't know it would be coming the very next morning. IREN had been very https://t.co/VZncdXB1pi 🐂You are not bullish enough on $IREN 🐂 On our $IREN spaces last night I had predicted that there would be some sort of"
X Link 2025-09-23T05:21Z [----] followers, [----] engagements

"Nasdaq-100 is up +24.7% YoY 🚀 while NIFTY [--] is down 3.2% YoY 📉 Why the gap ✅ U.S. has listed AI giants like $NVDA $MSFT $GOOG etc. ✅ India exports world-class AI talent but doesnt yet have large listed AI players. 👉 Big opportunity ahead for India when homegrown AI champions emerge. Whats your take Lets discuss"
X Link 2025-09-23T06:14Z [----] followers, [---] engagements

"$IREN = $TSLA of data centers. Owning the power + building the AI cloud from the ground up. Not chasing hyperscalers becoming one. 🔥 From Cantor: IREN is unique as it owns its own power and has the data center expertise to stand up its own GPU clusters and given how much power IREN has it could conceivably be one of the largest AI cloud companies in the world 🎯 You heard it here first. https://t.co/jP4yfHeeVa From Cantor: IREN is unique as it owns its own power and has the data center expertise to stand up its own GPU clusters and given how much power IREN has it could conceivably be one of"
X Link 2025-09-23T06:57Z [----] followers, [----] engagements

"Yesterday we said 👉 ⚡ $BITF was hot on RSI pullback wouldnt surprise ⚡ Supports: $3.05 / $2.72 / $1.58 Today it tagged $3.05$2.72 zone right on cue. I added more here - conviction play. Trend is still bullish but high-volatility rules apply. $BITF still riding momentum : ✅ Trading well above key MAs ✅ Needs to clear $3.30$3.40 with volume unlocks $3.60$4+ ✅ Supports around $3.05 / $2.72 / $1.58 ✅ RSI hot so a pullback wouldnt surprise me $5+ On the table with consolidation + catalysts. Bullish $BITF still riding momentum : ✅ Trading well above key MAs ✅ Needs to clear $3.30$3.40 with volume"
X Link 2025-09-23T17:37Z [----] followers, [----] engagements

"🔥 Rumors heating up OpenAI + Oracles Stargate Project expansion in Abilene TX may tap $CIFR Barber Lake (300MW scalable to 600MW) for power. Location & capacity put $CIFR in play. Deal not confirmed but outside chance remains. 👀 If true CIFR becomes an AI infra player overnight. $CIFR $ORCL $NVDA $IREN"
X Link 2025-09-23T22:37Z [----] followers, [----] engagements

"I plan to sell half $IREN around $300 then let the rest ride long-term same strategy I used with $TSLA. Dear $IREN holders At what price would you sell $IREN $100 $200 $500 https://t.co/r8FnckmNYB Dear $IREN holders At what price would you sell $IREN $100 $200 $500 https://t.co/r8FnckmNYB"
X Link 2025-09-25T07:02Z [----] followers, [----] engagements

"This is just the beginning. 12B infinite compute. Capacity. Repeatable infrastructure. Quite remarkable really. $IREN isnt just building datacenters its building the machine that makes them. Great breakdown by @alc2022 👏 $IREN cash from operations came in positive in Q4 FY2025. This makes it all real. $IREN's repeatable datacenter blueprint is working and $IREN is increasingly like $TSLA but for datacenters. $IREN is the machine that makes datacenters. https://t.co/qZXLVwfzSK $IREN cash from operations came in positive in Q4 FY2025. This makes it all real. $IREN's repeatable datacenter"
X Link 2025-09-25T12:50Z [----] followers, [----] engagements

"$NVDA GPUs irrelevant by [----]. $IONQ CEO If true $IONQ goes from $20B trillions. If false just hype. Reality: Quantum will dominate some niches (molecular sim optimization) but GPUs still rule AI. My bet Hybrid systems win. I know very little about Quantum. However the $IONQ CEO saying that $NVDA GPUs will become irrelevant by [----] is quite the claim. "The blackwell chip will look dated by [----] and honestly that will wipe the floor with any other supercomputer that exists on earth." Either this https://t.co/lZkR8itrEV I know very little about Quantum. However the $IONQ CEO saying that $NVDA"
X Link 2025-09-26T11:44Z [----] followers, [---] engagements

"JP Morgans valuation model: Input: growth expansion efficiency Output: always $24 🤡 Congrats youve discovered Reggie Mode New feature alert. https://t.co/DAsTl1s4O7 now features "Reggie Mode" where the model output is $24 regardless of your inputs. This mode is perfect if your name is Reggie and you already know the answer you're looking for. https://t.co/a28uhjj7Lq New feature alert. https://t.co/DAsTl1s4O7 now features "Reggie Mode" where the model output is $24 regardless of your inputs. This mode is perfect if your name is Reggie and you already know the answer you're looking for."
X Link 2025-09-27T06:45Z [----] followers, [---] engagements

"True execution risk is always there especially in capex-heavy infra. But $IREN just proved the blueprint works (cash flow positive in Q4 23K GPUs online). The difference is their cost per MW ($1M vs industry $12M) and [---] GW secured power moat. If they keep stacking consistent quarters the miner multiple wont hold for long"
X Link 2025-09-27T07:20Z [----] followers, [---] engagements

"When legends speak you listen. $IREN I went long $PLTR at $7 and I'm now up 25X. I now see $IREN becoming similar success story with essentially 100X potential over the long term 🧵 https://t.co/vEwJLghJ2E I went long $PLTR at $7 and I'm now up 25X. I now see $IREN becoming similar success story with essentially 100X potential over the long term 🧵 https://t.co/vEwJLghJ2E"
X Link 2025-09-27T08:58Z [----] followers, [---] engagements

"Worst mistake with $IREN Not diamond-handing the Tesla of datacenters https://t.co/cp5RVuxr9F https://t.co/cp5RVuxr9F"
X Link 2025-09-27T10:27Z [----] followers, [----] engagements

"Exactly this is where $IREN edge shines. Most hyperscalers pay $712M/MW for liquid-cooled builds. $IREN leverages vertical integration + world-class cooling to build at $1M/MW. That cost advantage flows straight into margins. For a deeper dive check out @jiahanjimlius excellent breakdown 👇 $IREN's Operational Advantage - reposting to fix inaccuracy (significant repeated typos on air cool vs liquid cooled) since I was multi-tasking and fixing build errors while writing my original post. A critical point that @litigious_dulce and others have always made is IREN's $IREN's Operational Advantage"
X Link 2025-09-27T11:56Z [----] followers, [---] engagements

"✅ Rome had aqueducts. ✅ The 20th century had oil pipelines. ✅ The AI century runs on gigawatts of GPUs. $IREN is building the empires backbone. 👀 The staggering number of GPUs that $IREN can energize. 👀 After @IREN_Ltd Dan Roberts mentioned that only 2% of his IREN capacity could bring in a $500mil ARR people are finally realizing the true potential of $IREN and that full monetization of the MWs has to be above https://t.co/3zaUNLpCtL 👀 The staggering number of GPUs that $IREN can energize. 👀 After @IREN_Ltd Dan Roberts mentioned that only 2% of his IREN capacity could bring in a $500mil"
X Link 2025-09-27T16:16Z [----] followers, [---] engagements

"1999: too much infra no users. 2025: too many users not enough infra. That gap is the $IREN opportunity. This feels like [----] again. No it doesnt. And I was there (here). I joined Cisco in January [----] as a co-op then full-time in May [----]. At the time Cisco was the hottest infra company on the planet riding the wave of the dot-com boom. But by the time I started This feels like [----] again. No it doesnt. And I was there (here). I joined Cisco in January [----] as a co-op then full-time in May [----]. At the time Cisco was the hottest infra company on the planet riding the wave of the dot-com"
X Link 2025-09-27T17:13Z [----] followers, [---] engagements

"Deutsche Bank says the AI boom is unsustainable. Truth: parabolic capex breaks weak players. But infra leaders like $IREN with cheap power + efficient DC buildouts monetize the bottleneck. The current AI boom is not sustainable a new Deutsche Bank research note warned. AI capex is now so massive it is keeping the U.S. out of recession the bank said. Separately Bain & Co. estimate there will be an $800 billion shortfall in the revenues needed to fund the https://t.co/rrk5hr9XsR The current AI boom is not sustainable a new Deutsche Bank research note warned. AI capex is now so massive it is"
X Link 2025-09-27T17:21Z [----] followers, [----] engagements

"xAI isnt buying turbines direct. Theyre leasing via $SEI who cobbles them together through M&A subleases and refurb markets. This is the reality of the compute arms race: everyone scrambling for MWs. Meanwhile $IREN builds the backbone outright. $IREN: Where exactly is Elon/xAIs getting their Gas Turbines TLDR: xAI leases their Gas Turbines through a JV with Solaris Energy Infrastructure ($SEI) a company that doesnt manufacture but operates a fleet of gas turbines and rents them out. SEI itself procures the gas https://t.co/g1rdkzQXNA $IREN: Where exactly is Elon/xAIs getting their Gas"
X Link 2025-09-28T18:32Z [----] followers, [----] engagements

"Not just hype stocks. Not just Mag [--]. Futurums AI Fifteen highlights whos really building AI infra. $IREN = Tesla of datacenters. FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag [--] names we believe are building the next layer of AI infrastructure. Ranked by our proprietary AIRometer Score -- here are the top [--] 👇 https://t.co/gSOF3d42gz FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag [--] names we believe are building the next"
X Link 2025-09-29T11:53Z [----] followers, [---] engagements

"Positive cash flow is the ultimate proof of execution. $IREN just flipped the switch from burning cash to minting it. The AI + Bitcoin datacenter blueprint is getting real I can't get over $IREN's positive cash from operations. This is a sort of blueprint that I'm seeing various instances of: extreme complexity maniacal iteration and suddenly positive cash from operations that signals viability of the platform + ensuing exponential growth. https://t.co/dXGKUQ9SsW I can't get over $IREN's positive cash from operations. This is a sort of blueprint that I'm seeing various instances of: extreme"
X Link 2025-09-30T17:24Z [----] followers, [---] engagements

"$IREN is moving beyond the mining label. What starts as megawatts and Bitcoin evolves into AI infrastructure smarter financing and a business model that could rival the big data center players"
X Link 2025-09-30T22:54Z [----] followers, [---] engagements

"🚨 IPO Alert: Fermi #FRMI just listed on Nasdaq at $21/share valuing the company at $13B. Key facts: ✅ $0 revenue today pre-commercial stage. ✅ Plans to build up to [--] GW of power by [----] (thats bigger than many countries grids). ✅ First [--] GW may come online in [------] via Siemens gas turbines. ✅ Market is effectively valuing each GW at $1.2B (or $1.2M/MW). ✅ IPO raised $682M but building [--] GW will require tens of billions more. Expect dilution/financing risk. ✅ Moat = secured land + power permits in Texas highly valuable in an AI era starved for electricity. 💰 Investor angle: $FRMI is not a"
X Link 2025-10-01T05:13Z [----] followers, [----] engagements

"@chickvestor Exactly. $FRMI at $13B with [--] revenue shows how the market is starved for power/AI plays. Meanwhile $IREN already: ✅ [---] GW+ secured power ✅ 810MW+ live capacity ✅ Growing AI + Bitcoin cash flows And valued below FRMI. The re-rate is coming. 🚀"
X Link 2025-10-01T05:31Z [----] followers, [---] engagements

"Ill be honest I bought $BKKT because @mikealfred joined the board. 🙌 Since then the stock has ripped higher. But its not just hype: ✅ $3B+ crypto trading volume in [----] ✅ Custody assets up +228% YoY ✅ Now allowed to hold Bitcoin on balance sheet Thank you Mike your entry gave me conviction. Early days but the upside looks real. 🚀"
X Link 2025-10-01T12:54Z [----] followers, [----] engagements

"Dont chase stocks for hype. Chase where capital must flow: ✅ Energy AI ✅ Defense Military-grade AI ✅ Telecom Space connectivity ✅ Finance Blockchain rails The wealthiest investors dont predict. They position where inevitability meets money flow. $IREN $PLTR $RKLB $ASTS $ETHA $TSLA"
X Link 2025-10-02T05:15Z [----] followers, [---] engagements

"$IREN: The Data Center Stock Built for the AI Revolution. The AI data center boom = next gold rush. $IREN is positioned to dominate with an unbreachable moat. Heres why 👇 ✅ Energy Fortress: 100% renewable power costs at just 2.96/kWh massive margin edge ✅ Vertical Integration: Owns land + power + data centers = no bottlenecks faster scaling ✅ Scale Advantage: [----] MW secured [---] MW live room for 60000+ GPUs in BC ✅ AI Cloud Push: [-----] GPUs ( $NVDA + $AMD ) targeting $500M+ AI revenue by Q1 [----] ✅ Dual Model: Bitcoin mining + AI cloud = diversified resilient revenue ✅ ESG Winner: 100%"
X Link 2025-10-02T13:13Z [----] followers, [----] engagements

"What I Own (Sep [----] update) : 🔹 AI & Infra $IREN $NBIS 🔹 Space & Connectivity $RKLB $ASTS 🔹 EV & Robotics $TSLA 🔹 Data Analytics/AI $PLTR 🔹 Semiconductors/AI Chips $AMD 🔹 Bitcoin Mining/AI Infra $CIFR $BITF 🔹 Crypto & Fintech $BKKT 🔹 Fintech Disruptors $SOFI 🔹 Core Crypto Bitcoin 🟧 🔹 AI/Blockchain BitTensor $TAO Im building conviction in AI + Space + Crypto + Robotics the [--] rails of the future economy. Not just a portfolio. A bet on the next decade of disruption. ⚡ 👉 How would you rate this portfolio from 1🔟"
X Link 2025-10-02T17:07Z [----] followers, [----] engagements

"🔥 $BKKT: The Crypto Infrastructure Powerhouse Crypto adoption is shifting from hype real institutional rails. Bakkt is building the pipes of the next financial system. Heres why its a must-watch 👇 ✅ Regulatory Fortress: BitLicense + money transmitter licenses in all [--] states = moat competitors cant touch ✅ AI + Payments: Launching Bakkt Agent for AI-driven stablecoin payments = instant settlement global scale ✅ Global Expansion: 30% stake in (Japan) + DTRs ION network (90 countries by Q3 2025) worldwide reach ✅ Bitcoin Treasury: $1B funding capacity to secure [----] BTC among top [--] public"
X Link 2025-10-02T17:38Z [----] followers, [---] engagements

"New Bitcoin ATH loading"
X Link 2025-10-03T16:49Z [----] followers, [---] engagements

"Bezos on AI & Data Centers : ✅ AI is real it will touch every company raising quality & productivity ✅ AI bubble funds both good & bad ideas but when it bursts the infrastructure stays. 🔥 That infrastructure = $IREN AI data centers"
X Link 2025-10-04T15:58Z [----] followers, [---] engagements

"Bezos on AI & Data Centers : ✅ In [----] yrs data centers will move to space powered by solar 🔥 $IREN is already doing that now on Earth"
X Link 2025-10-04T16:07Z [----] followers, [---] engagements

"While others tweet blueprints. $IREN already pouring concrete. For a couple of months now the emergence of a bull of a certain company has emboldened a slew of disciples as they constantly try to attempt to sully the reputation of her majesty the Queen $IREN. One of their favorite FUDs they try to present is that $IREN has no power at https://t.co/K88gzUcRYH For a couple of months now the emergence of a bull of a certain company has emboldened a slew of disciples as they constantly try to attempt to sully the reputation of her majesty the Queen $IREN. One of their favorite FUDs they try to"
X Link 2025-10-04T17:04Z [----] followers, [----] engagements

"Bitcoin and AI arent just technologies they are movements powered by digital tribes with conviction. The next trillion-dollar empires will be community-built. Beyond bitcoin and AI stocks we are all witnessing the power of digital communities working together to win. This is special and wont be going away. One step further the communities who focus on bitcoin and AI will be the most successful communities with the highest quality Beyond bitcoin and AI stocks we are all witnessing the power of digital communities working together to win. This is special and wont be going away. One step further"
X Link 2025-10-04T17:18Z [----] followers, [---] engagements

"First it was $TSLA. Then $PLTR. Now Korean investors are calling $IREN The next big wave and they might just be early again. $IREN - I looked into why IREN suddenly became one of the most popular stocks in Korea. I wanted to understand how it jumped from 33rd place in August to 3rd place in September. After talking to Korean investors and watching some videos with English subtitles I found that https://t.co/ens7TSHXv9 $IREN - I looked into why IREN suddenly became one of the most popular stocks in Korea. I wanted to understand how it jumped from 33rd place in August to 3rd place in September."
X Link 2025-10-04T17:22Z [----] followers, [----] engagements

"🔥 $IREN ranked #1 again on Investors Business Dailys IBD [--] - the list that tracks the strongest fastest-growing stocks in the market. ✅ Leading the AI infrastructure wave ✅ Surging growth & execution ✅ Beating names like $PLTR While others chase AI narratives $IREN is powering them. The Tesla of data centers isnt slowing down - its just shifting gears"
X Link 2025-10-05T03:05Z [----] followers, [----] engagements

"Private banking clients arent guessing they are positioning. ✅ $IREN tops Nordnets list of most purchased foreign stocks in September. ✅ Smart money sees whats coming: the AI power wave. The Tesla of data centers is becoming an institutional favorite. $IREN $CIFR are in-demand in the Nordics https://t.co/pA9IJT1lBm $IREN $CIFR are in-demand in the Nordics https://t.co/pA9IJT1lBm"
X Link 2025-10-05T05:00Z [----] followers, [----] engagements

"Everyones chasing the next AI miner but few understand how close $CIFR is to energization. ✅ 1.5GW of prime Texas sites. ✅ ERCOT approvals pending. ✅ Cash-rich balance sheet. When the switch flips valuation will too. As of now the market has priced in [--] deal in for $CIFR I believe the stock is now tracing to new highs for a potential second deal by the end of the year. $CIFR Currently has [--] MW available now at Barber Lake and 150MW to 300MW at Black Pearl. We do not know the size of the https://t.co/uQVZpQHhXt As of now the market has priced in [--] deal in for $CIFR I believe the stock is now"
X Link 2025-10-06T02:56Z [----] followers, [----] engagements

"Everyones talking about AI pivots. $IREN locked in a partnership with @Dell deploying NVIDIA Blackwell + GB300 NVL72 across next-gen AI Factories. This isnt hype. Its execution. Whos next to join the IREN train Nikki Matarazzo Artificial Intelligence Sales Lead at Dell Canada highlights their cooperation with @IREN_Ltd as they roll out their AI infrastructure roadmap together: Thrilled to celebrate the incredible vision of IREN 🚀 We at Dell Technologies are immensely proud to Nikki Matarazzo Artificial Intelligence Sales Lead at Dell Canada highlights their cooperation with @IREN_Ltd as they"
X Link 2025-10-06T05:59Z [----] followers, [----] engagements

"$NVDA GPUs hitting the market in [----] will need 9GW of power. Only 45GW exists Thats a massive shortfall and a massive opportunity for $IREN $NBIS $CIFR $CRWV. Forget the dot-com bubble. This is the AI-revolution. 🔥 THE STORY IS JUST GETTING STARTED $NBIS $IREN $CRWV $CIFR $NVDA has said through their own communications that in order to power the GPUs which they are set to deliver in [----] they will require [--] GW() of new datacenter capacity to come online. From sources that are https://t.co/vFf9XqHwAw THE STORY IS JUST GETTING STARTED $NBIS $IREN $CRWV $CIFR $NVDA has said through their own"
X Link 2025-10-06T10:40Z [----] followers, [----] engagements

"🚨 IREN AI Cloud Business Update : $IREN just announced new multi-year AI Cloud contracts with leading AI firms powered by NVIDIAs next-gen Blackwell GPUs. Highlights: ✅ $500M+ ARR target from [-----] GPUs by Q1 [----] ✅ [-----] GPUs already contracted = $225M ARR by end of [----] ✅ GPU pricing supports 2-year revenue payback ✅ Expansion capacity for 100000+ GPUs across North America ✅ Backed by [----] MW secured power & land portfolio IREN is evolving from a Bitcoin miner to an AI infrastructure powerhouse building next-gen data centers that power AI Bitcoin and beyond. Were scaling with the rapid"
X Link 2025-10-07T11:28Z [----] followers, [---] engagements

"@alc2022 If you had bought $IREN when you published your deep dive on July [--] [----] (around $16) itd be up nearly +285% today. Wouldve been another great one in your legendary lineup"
X Link 2025-10-11T12:35Z [----] followers, [----] engagements

"AGI wont just need GPUs -- itll need gigawatts. Thats where $IREN comes in. IREN might not build AGI but it will power it. When the worlds smartest models wake up theyll need entire cities worth of energy and IRENs data centers purpose-built for AI and scaled for multi-gigawatt loads will be their home. The $TSLA of AI infrastructure. Are you ready for the gigawatt era"
X Link 2025-10-11T16:50Z [----] followers, [----] engagements

"From negative to unstoppable. $IREN operating cash flow per share just flipped from $0.9 +$1.1 in [--] years. Thats what execution looks like. $IREN Operating Cash Flow per Share https://t.co/1sWVg0XGi8 $IREN Operating Cash Flow per Share https://t.co/1sWVg0XGi8"
X Link 2025-10-12T02:23Z [----] followers, [----] engagements

"$IREN sits at the intersection of two megatrends - AI and Bitcoin. Real assets cheap power and perfect timing. This isnt just another miner Its becoming the backbone of digital intelligence. $IREN is positioned to benefit from the two most powerful trends in the market today. The first is AI. The US has made it clear that advanced compute is now a national security priority. In early [----] the US issued Executive Order on Advancing United States Leadership in $IREN is positioned to benefit from the two most powerful trends in the market today. The first is AI. The US has made it clear that"
X Link 2025-10-12T02:27Z [----] followers, [----] engagements

"$TSLA revenue growth averaged over 180% YoY in its early public years (2012-2014 from $413M to $3.2B) but $IREN 168% FY25 surge to $501M outpaces recent peers in the space. The AI cloud pivot adds recurring juice with $225M+ in secured GPU contracts by EOY something Tesla waited years for with FSD software"
X Link 2025-10-12T02:59Z [----] followers, [---] engagements

"One of the most comprehensive $IREN breakdowns Ive read. Connects AI national security energy scarcity and Bitcoin monetization in a single framework. Required reading for anyone trying to understand whats really happening. Let's zoom out r.e. $IREN: Two main drivers: 1) AI demand. The fear next week will be that China will completely restrict rare earths and invade Taiwan choking off the entire AI infrastructure supply chain. If that's your base case pause and read further. If that's not your Let's zoom out r.e. $IREN: Two main drivers: 1) AI demand. The fear next week will be that China"
X Link 2025-10-12T03:36Z [----] followers, [----] engagements

"Last Week in Compute Infrastructure : ✅ OpenAI and $AMD announced a multi-year strategic partnership for deploying [--] gigawatts of AMD Instinct GPUs starting in the second half of [----] including an initial [--] GW of AMD MI450 GPUs. This signals OpenAI's diversification beyond $NVDA and could challenge Nvidia's monopoly in AI hardware. OpenAI also has an option to acquire up to 10% of AMD's shares tied to milestones. ✅ $IREN secured $225 million in annual recurring revenue from multi-year cloud contracts deploying NVIDIA's Blackwell GPUs. They have contracts for [-----] of the [-----] GPUs planned to"
X Link 2025-10-12T11:25Z [----] followers, [---] engagements

"@NadeemShad2 Exactly bro 👊 These two ( $IREN & $NBIS ) are the foundation of the AI infrastructure decade"
X Link 2025-10-12T17:34Z [----] followers, [---] engagements

"When insiders start using words like fight to the death for resources you know the supply chain is about to melt. This isnt hype Its the infrastructure war of the decade. $IREN Even if I told you every detail of the call I just got off you would not believe it. We are going so much higher. Nothing is priced in. None of it. Its pure insanity right now. The fight to the death for resources in this sector is real. Wow. Even if I told you every detail of the call I just got off you would not believe it. We are going so much higher. Nothing is priced in. None of it. Its pure insanity right now."
X Link 2025-10-14T05:38Z [----] followers, [----] engagements

"I still remember my first high-conviction buys : $ASTS at $6.47 (2022) $RKLB at $3.88 (2023) Both were high-conviction plays for me. I believed in them deeply. still do. But running a construction company isnt easy. Its a cash-hungry business. Sometimes you have to choose between your portfolio and your payroll. So I had to liquidate my early positions not because I lost faith but because I needed capital to keep the business alive. This year Im back. Back in $ASTS. Back in $RKLB. And this time Im playing the long game. To avoid touching my core holdings again I started building a portfolio"
X Link 2025-10-14T14:36Z [----] followers, [---] engagements

"Oversubscribed $1B raise. 0% coupon. $120 cap. The kind of deal structure you only get when investors believe in your execution. $IREN $120 soon $IREN is pleased to announce the closing of its $1.0 billion convertible notes offering. Key details of the transaction: - Oversubscribed $875m offering plus $125m greenshoe - Net proceeds of approximately $979.0m - 0.00% coupon 42.5% conversion premium - No put option for https://t.co/4s6Rmxfl37 $IREN is pleased to announce the closing of its $1.0 billion convertible notes offering. Key details of the transaction: - Oversubscribed $875m offering"
X Link 2025-10-15T00:40Z [----] followers, [----] engagements

"Everyone screaming Poolside left $IREN missed the plot. They didnt reject the model - - they copied it. Control the megawatts control your destiny. $IREN was early. The rest are just catching up. The $IREN haters are out of the woodwork once again as @poolsideai has just signed a deal with $CRWV. However this deal is very interesting to say the least. poolside will only be the tenant to CRWV for a small portion of the deal while they will actually become the landlord https://t.co/I0fP9Fl08N The $IREN haters are out of the woodwork once again as @poolsideai has just signed a deal with $CRWV."
X Link 2025-10-16T03:31Z [----] followers, 14.2K engagements

"Imagine living long enough to see Bitcoin become the discounted asset against $IREN. 😬 Power is the new gold. Dear $IREN investors If youre reading this youre probably feeling like a trillion bucks. Just a reminder to not forget about bitcoin. You dont need to buy any now Bitcoin is only getting cheaper denominated in $IREN for now Dear $IREN investors If youre reading this youre probably feeling like a trillion bucks. Just a reminder to not forget about bitcoin. You dont need to buy any now Bitcoin is only getting cheaper denominated in $IREN for now"
X Link 2025-10-16T13:47Z [----] followers, [----] engagements

"The Power Problem ⚡ AI workloads eat power for breakfast. Traditional racks = 10kW. AI racks = 40100kW. Result a power crisis from Virginia to Tokyo. By [----] data center electricity use in the U.S. could triple. Whoever controls power controls AI. $IREN"
X Link 2025-10-16T17:58Z [----] followers, [---] engagements

"Did you know that an #IOTA SEED can generate [----------------] or [--] Quadrillion unique addresses. #IOTAstrong via @green_protocol"
X Link 2018-04-06T13:52Z [---] followers, [--] engagements

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