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@UncleAlpha007 "$IREN Press Release Takeaways X. $3.6B ARR guide uses only XX% of secured power implying IREN could generate $21B in ARR by 2030 - at 10x ARR this would put IREN at a $210B market cap more than 10X from today (will likely need $30-$40B in capital). See below for chart. X. $3.6B 2026 AI ARR guide - is awesome but a low ball guide that provides plenty of room for beat and raises as Sweetwater Energizes April 2026. I am expecting this to be raised to at least $5.5B by mid April X. $3.6ARR guide implies stock is trading around 5x 2026 ARR which is only a .5x premium to CRWV (ie CRWV trades at"
X Link @UncleAlpha007 2025-11-06T22:41Z 4535 followers, 120.5K engagements

"$cifr $iren $tgen Hard not to be wildly bullish"
X Link @UncleAlpha007 2025-10-31T16:40Z 4489 followers, 5268 engagements

"$CIFR fair value $XX (150% upside next 6-12 months) and $XXX by 2030 following Colchis announcement Incredible execution from @rftylerpage"
X Link @UncleAlpha007 2025-11-03T22:50Z 4502 followers, 30.3K engagements

"@DavidSacks Dilute Scam Altman and his VCs and return the company to @elonmusk. Scam Altman needs $100Bs+ and wants the private marks for the next round to be higher than $500B so no down round. GL with that"
X Link @UncleAlpha007 2025-11-06T17:24Z 4491 followers, XXX engagements

"@Fulcrumbs44 🤣 yes some ppl on Wall St are very dumb"
X Link @UncleAlpha007 2025-11-07T21:10Z 4492 followers, XXX engagements

"$fmcc $fnma to $50-$60 (400%-500% upside). $600B EV is not a meme. Math below. @pulte @SecScottBessent doing great jobs"
X Link @UncleAlpha007 2025-10-29T17:13Z 4535 followers, 13.9K engagements

"$crwv looks attractive here imo 4.2x 2026 sales growing arr XXX% YoY"
X Link @UncleAlpha007 2025-11-10T02:27Z 4535 followers, 4816 engagements

"Glad I was adding to $mfi last week. Prescient.🤣"
X Link @UncleAlpha007 2025-10-22T21:39Z 4509 followers, 1584 engagements

"$IREN $MSFT deal implies $20B in revenue $16B in ebitda and over $320B in Enterprise Value. Were going much higher. Cheers to all the haters"
X Link @UncleAlpha007 2025-11-03T12:17Z 4523 followers, 6388 engagements

"Why $IREN can 10x by 2030 (follow up to prior post) Digital Realty ($DLR) and Equinix ($EQIX) are comps to IREN. IREN will have more contracted ARR than $DLR by mid 2026 (implies XXX% upside) yet DLR's market cap is $59B vs. IREN at $18B. Similarly $IREN is likely to have more contracted ARR than $EQIX by 2027 (EQIX has a $81.5B market cap vs. $IREN at $18B. Implies XXX% upside over the next 14-18 months). Further IREN should get to contracted ARR of $18B+ by 2030 (implying a market cap of $160B using EQIX as a comp). Capital required to get to $18B ARR is likely to be in the $35-$40B range."
X Link @UncleAlpha007 2025-11-05T13:46Z 4523 followers, 25.5K engagements

"$iren takeaway from Altman post below is that OpenAI wants to be in the business of GPUs as a service like $IREN -- not exactly bearish"
X Link @UncleAlpha007 2025-11-06T20:34Z 4519 followers, 4534 engagements

"Market is giving a gift tomorrow $psix"
X Link @UncleAlpha007 2025-11-07T03:06Z 4521 followers, 3658 engagements

"Me watching people that have no idea what theyre doing selling $IREN this morning. Fair value today is $192-$210 btw"
X Link @UncleAlpha007 2025-11-07T14:36Z 4521 followers, 16.5K engagements

"@hoopsbobray In my opinion yes over 4ish years choppy along the way"
X Link @UncleAlpha007 2025-11-08T12:32Z 4521 followers, XXX engagements

"@DeepSailCapital $fnma $fmcc $mfi $krknf no positions but $sg and $fnd looking very washed out"
X Link @UncleAlpha007 2025-11-10T02:15Z 4535 followers, 2486 engagements

"$iren 👀 $cifr 👀 You cant print energy AI eventually funded by governments"
X Link @UncleAlpha007 2025-11-11T02:08Z 4535 followers, 25.5K engagements

"Surprisingly a bad take. You can easily back into the economics based on AWS. IREN will do $21B in ARR based on recent contracts signed. Probably by 2029ish. It has as much power contracted as AWS used in 2021. AWS depreciation was $10.7B in 2021. IREN says XX% EBITDA margin. $21B * XX% is $17.85B gross profit. Depreciation is $10.7B. EBIT is $7.15B"
X Link @UncleAlpha007 2025-11-11T18:23Z 4535 followers, 1036 engagements

"$CIFR fair value today is in the mid $40s (100% upside short term). Take a look at @RHouseResearch analysis below. FCF of $300M on the AMZN deal. If they can replicate that 10x across their pipeline implies $3B in FCF sometime around 2031ish. $3B FCF x 20X multiple = $60B market cap Discount that back to today around 17-18% rate (for higher risk) and youre in $45/share range"
X Link @UncleAlpha007 2025-11-08T16:49Z 4535 followers, 41.8K engagements

"$sg is highly asymmetric at these levels. No position yet"
X Link @UncleAlpha007 2025-10-30T19:48Z 4535 followers, 3347 engagements

"$IREN can still 10x-20X (math below we are still EARLY). $2.5B ARR (per below) represents XX% of announced capacity. Full capacity is $2.5B ARR / .12 = $20.8B in ARR. IREN's EBITDA margin is 80%. $20.8B * XX% margin is $16.6B EBITDA. Conservative EBITDA multiple is 15x. $16.6B * 15x = $250B enterprise value. Cost to build is $14M per MW * 2900 MW = $40.6B. $250B enterprise value - $40.6B build out is $210B market cap vs. $IREN's $20B mkt cap this morning. $210B/$20B is more than 10x upside. @mikealfred @theBTCMiningGuy @FransBakker9812 @Umbisam"
X Link @UncleAlpha007 2025-11-03T13:48Z 4535 followers, 48.4K engagements

"$IREN has the most power guaranteed to come online in the next X years of any Neocloud $META said they are spending $600B next X years METAs compute needs are smaller than $AMZN $GOOG $MSFT. OpenAI said they need $1T in capital $GOOG co founder Sergey Brin said hes willing to have Google go bankrupt before he loses AI race $NVDA CEO said spending will reach $5T next few years and you dont think $IREN will get to $21B ARR (10x stock return) in the next four years Its so easy. Hold. Dont use leverage (its not needed). Retire before age XX. This option is available to you if you choose to not be"
X Link @UncleAlpha007 2025-11-07T20:54Z 4535 followers, 51.2K engagements

"$iren gunna be a big week $500+ share is coming. Patience"
X Link @UncleAlpha007 2025-11-09T23:38Z 4535 followers, 31K engagements

"Going long the most shorted names has outperformed the S&P XXX every year except 2017. Guess what short interest on $IREN / $CIFR is Roughly XX% (thats a lot)"
X Link @UncleAlpha007 2025-11-11T14:41Z 4535 followers, 3092 engagements

"$IREN's total contracted backlog should be XX% higher than CoreWeave by April 2026 (when 1.4GW from Sweetwater Energizes) but $crwv is valued 3x higher than $IREN.Lol Ok @theBTCMiningGuy @bitcoinbutcher1 @jiahanjimliu @mikealfred @FransBakker9812 @Umbisam"
X Link @UncleAlpha007 2025-11-11T16:18Z 4535 followers, 9976 engagements

"@Skeptical1704 @3Plantey2 @ContrarianCurse Bc he thinks I'm implying IREN will do $60B in revenue (like AWS did in 2021) but I am not. I'm just talking about the power and hosting portion of their revenue/cost base"
X Link @UncleAlpha007 2025-11-11T19:01Z 4535 followers, XX engagements

"They will be huge. At $8B ARR the equity component of the capital they need will be funded from FCF. The $384/share Cantor target is too low because they are assuming higher dilution. Also - and this is very down the line (8+ years) - IREN will likely hire ppl from Azure Google Cloud etc to add services to compete directly"
X Link @UncleAlpha007 2025-11-11T19:08Z 4535 followers, XX engagements