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@FransBakker9812 Avatar @FransBakker9812 Frans Bakker

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

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #2010 finance #3133 technology brands XXXX% countries XXXX% cryptocurrencies XXXX%

Social topic influence $iren #24, mining #815, iren limited #24, cipher mining #211, $cifr #210, canada 0.38%, infrastructure #83, over the #2996, pearl #349, investment #468

Top accounts mentioned or mentioned by @thekamahsutra @irenltd @metaplanetjp @litigiousdulce @atzaran3 @thebtcminingguy @umbisam @ericjackson @313ronnieb @mikealfred @agrippainv @alphatrader00 @openai @bitcoinbutcher1 @danroberts0101 @proof_of_thermo @benemodi @trailinvest @jarronjackson4 @agrippa_inv

Top assets mentioned IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Eos Energy Enterprises, Inc. (EOSE) Advanced Micro Devices (AMD) Galaxy Digital Inc. (GLXY) Morgan Stanley (MS) BlackRock Inc (BLK) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) TeraWulf Inc. (WULF) Dell Technologies, Inc. (DELL) Artificial Intelligence (AI4) Bitcoin (BTC) Palantir (PLTR) Robinhood Markets, Inc. (HOOD) Rocket Lab USA, Inc. Common Stock (RKLB) Bitfarms Ltd. (BITF) Riot Platforms, Inc. (RIOT) Spotify Technology (SPOT)

Top Social Posts #

Top posts by engagements in the last XX hours

"There is no monthly ops report today from $IREN. I know this is not a fixed rule for X business days but nevertheless I did expect it. Here's a spicy take: $AMD announces a deal with @OpenAI $IREN bought $AMD last month $IREN "delays" the montly report Tuesday. moon Why else are we printing like crazy someone knows Now the real question is should I keep all my $XX calls for 10/10 until the report tomorrow or derisk on today's pump 🤔 Give me your best not-financial advice"
X Link @FransBakker9812 2025-10-06T13:13Z 14.4K followers, 52.5K engagements

"@MVanbrunsc47513 @eisokant @CoreWeave Uh yes I was. That's the point. Since when can a software company build data centers Not since today they hired a guy a few months ago but this must be outsourced. Let's see who they will find to do this for them"
X Link @FransBakker9812 2025-10-15T17:01Z 14.7K followers, XXX engagements

"$IREN More Signs Pointing at MacKenzie Expansion IREN is now hiring specifically for AI/HPC at MacKenzie. According to Darylene there is an "exciting tech project" in MacKenzie. We can see in my post below that a 20MW expansion is planned for May 2026. But as we know Time To Compute (TTC) matters. So @IREN_Ltd is frontrunning the expansion by putting a team in place. IREN is in the middle of raising $1B for working capital. Wanna bet that some of that money will go to MacKenzie upgrades and GPU's 160MW today 210MW in the coming year(s). XX% GPUs XX% ASICs. Are you ready 🔥"
X Link @FransBakker9812 2025-10-10T08:52Z 14.6K followers, 42.7K engagements

"$IREN The recap of Dan's Yotta talk you need to read"
X Link @FransBakker9812 2025-10-03T16:53Z 14.3K followers, 11.8K engagements

"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥"
X Link @FransBakker9812 2025-09-22T11:10Z 14.6K followers, 171.5K engagements

"$IREN Full Roth Report: PT to $XX SOTP: Financials + outlook: Valuation: IREN Limited (IREN) We apply a sum-of-the-parts analysis making assumptions about the future power mix of IREN's power portfolio among self-mining AI Cloud and HPC colocation. We then heavily discount these figures back to account for visibility financing and execution risk in addition to incremental debt and stub equity. In aggregate we arrive at a combined mCap of $31B or $82/share which is our price target. Factors that could impede $IREN from reaching our price target include: changes in Bitcoin price changes in"
X Link @FransBakker9812 2025-09-23T13:37Z 14.4K followers, 71.2K engagements

"$IREN Do you want your logo on the top or bottom row "yes" This is it assert dominance. There is no second row"
X Link @FransBakker9812 2025-10-08T13:11Z 14.6K followers, 116.6K engagements

"$CIFR Barber Lake Update 🔥 Cipher Mining announced their August monthly update yesterday. The focus of this report was on Black Pearl which is currently bringing in almost XX% of the total BTC mined by the company. With all the focus on Black Pearl but a lot of buzz in the recent weeks about an imminent colocation deal for @CipherInc I took the liberty to go and have a look at their Barber Lake site and was not surprised with what I found. In the last X weeks earth works have commenced on the Barber Lake site. In the image we can see that at both locations (numbered X and 2) there are clear"
X Link @FransBakker9812 2025-09-05T06:03Z 14.6K followers, 171.8K engagements

"@eisokant @CoreWeave Lol what Eiso 2GW called Horizon Since when do you guys build data centers 😅"
X Link @FransBakker9812 2025-10-15T14:09Z 14.7K followers, 6337 engagements

"$IREN Prince George In HD Pt1 Thanks to my subscribers we were able to get yet another very high definition satellite image from a data center site of @IREN_Ltd. This time we tasked Prince George in British Columbia Canada. After some editing this is the best version of the shot: Note that this is only X% of the entire satellite image for reference here is the full shot (this is the PNG so the definition is not as good): Now let's go and analyze the close up: First of all we can see the green circle and arrow which is pointing at the 10MW Liquid-cooled installation. This is the first XX% of"
X Link @FransBakker9812 2025-10-03T12:21Z 14.6K followers, 55K engagements

"This guy is smart read his thread and you will know why I don't respond to the OP anymore. We actually know now who OP is IRL I won't dox him but he should really consider if it's worth to fud $IREN and what his employer would think of that after investing $460m in $GLXY"
X Link @FransBakker9812 2025-10-15T17:52Z 14.7K followers, 23.2K engagements

"Summary of Morgan Stanley AI/Tech Diffusion: The Non-Linear Rate of AI Improvement (Oct X 2025) Central Thesis Morgan Stanley argues that 2026 could deliver a non-linear step-change in large-language-model (LLM) capabilities as U.S. developers apply roughly XX more compute to frontier-model training. If existing scaling laws hold intelligence could roughly double igniting a broad re-pricing of assets tied to AI infrastructure energy minerals and non-reproducible physical assets. X Key Takeaways X Structural Framework X Why This Matters for $IREN Shareholders A. Positioning in the"
X Link @FransBakker9812 2025-10-10T16:21Z 14.7K followers, 38.6K engagements

"$IREN August Monthly Update"
X Link @FransBakker9812 2025-09-08T10:16Z 14.4K followers, 70.2K engagements

"The CEO of Aligned Data Centers On Takeover: The new partners will help accelerate Aligned mission to empower the digital future and positions the company at the center of the next generation of AI infrastructure. Andrew will keep leading the company"
X Link @FransBakker9812 2025-10-15T13:04Z 14.7K followers, 21.6K engagements

"$IREN Weekly Space 10/5/2025 Join us Sunday at 9PM ET for another weekly IREN space. Joining me: @bitcoinbutcher1 @litigious_dulce @edvestments @TheKamaHsutra Guest speakers are welcome. Will be recorded Post your questions below. See you tomorrow"
X Link @FransBakker9812 2025-10-04T11:48Z 14.3K followers, 78.3K engagements

"Does $IREN see $XX handle next week"
X Link @FransBakker9812 2025-10-11T03:02Z 14.6K followers, 13.1K engagements

"Marco lays down some good old investment wisdom. I think it's time we have him on our $IREN space again 😎"
X Link @FransBakker9812 2025-10-15T03:37Z 14.7K followers, 17.4K engagements

"Happy weekend $IREN fam From +8% to -X% on Friday I slept right through the noise. Know what you own and don't let a good crisis go to waste 😎 See you Sunday 9PM 🫡"
X Link @FransBakker9812 2025-10-11T06:07Z 14.7K followers, 20K engagements

"I mean it wasn't the first time we saw $IREN's logo next to $NVDA's. Strategic partners together in AI"
X Link @FransBakker9812 2025-10-08T16:18Z 14.3K followers, 4519 engagements

"@mcF_dan @MVanbrunsc47513 @eisokant @CoreWeave "vertical integration" by paying 5-10x more than grid-connected power. If $ORCL has thin margins I can't imagine how $CRWV's are"
X Link @FransBakker9812 2025-10-15T17:00Z 14.7K followers, XXX engagements

"If you like options you surely didn't play this well. Exiting a hyper growth stock entirely during an aggressive rerating shows incompetence or at best the inability to trim. This dramatic way of announcing a complete exit seems more cope than anything else. I never saw your name before so I will take this at face value: not the flex you think it is"
X Link @FransBakker9812 2025-10-15T08:43Z 14.7K followers, 12.4K engagements

"Yeah if you could do $IREN -XXX% during market hours instead of overnight and pre-market that'd be great. sincerely: options traders/owners/buyers/sellers 😤"
X Link @FransBakker9812 2025-10-14T12:32Z 14.7K followers, 23.9K engagements

"$CIFR vs $WULF A Headline Comparison by ChatGPT Both Cipher Mining $CIFR and TeraWulf $WULF signed major 10-year high-performance computing (HPC) colocation deals with Fluidstack. Below is a clear comparison of the key aspects of these agreements: Hosting Capacity & Site Location: - Cipher Mining will provide XXX MW of critical IT load (supported by up to XXX MW gross capacity) at its Barber Lake data center site in Colorado City Texas. - TeraWulf in contrast is delivering 200+ MW of IT load (250 MW gross) at its Lake Mariner data center campus in western New York. TeraWulfs facility is"
X Link @FransBakker9812 2025-09-25T12:19Z 14.6K followers, 94.1K engagements

"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 partner with IREN as they rapidly scale their business to meet the exponential demand for AI compute power. IREN's commitment to building vertically integrated next-generation AI Factories is truly groundbreaking. As Dan Roberts Co-CEO shared with theCUBE and NYSE Wired they have mastered the foundation: owning the land the"
X Link @FransBakker9812 2025-10-05T08:29Z 14.3K followers, 38.1K engagements

"Risks: IREN Limited (IREN) Bitcoin Price: As a Bitcoin miner IRENs results and value are highly sensitive to BTC price. Volatility halving events and other BTC dynamics can materially swing revenue margins and liquidity. Regulation: BTC faces shifting global rules. New or stricter policies could affect BTC use mining permits site development and market accesspressuring BTC price and/or limiting IRENs ability to operate in some regions. Unproven new business segments: IREN is expanding into AI Cloud/HPC. These are capital-intensive and early for IREN; execution demand and utilization risks are"
X Link @FransBakker9812 2025-09-23T13:37Z 14.3K followers, 3460 engagements

"$IREN Good Morning Bulls Good Mourning Bears"
X Link @FransBakker9812 2025-10-15T08:06Z 14.7K followers, 33.6K engagements

"I'm going to taunt fate and say we are going higher next week. Trump will smoothen it out with Xi. CPI will be a nothing burger. $IREN closes convert on Tuesday and may announce a new GPU purchase. Nothing has fundamentally changed. This market is ready to rip higher. NFA GL&HF"
X Link @FransBakker9812 2025-10-11T09:07Z 14.7K followers, 66.1K engagements

"@mikealfred Bernstein gave $IREN a $XX PT time for a revision"
X Link @FransBakker9812 2025-10-10T12:35Z 14.6K followers, 5352 engagements

"Inspiring to see $IREN engaging directly with the next generation of Texas tech talent 💡 This week the team spent the day at Texas State Technical College West Texas connecting with students and sharing insights into the rapidly evolving world of AI infrastructure data centers and sustainable energy innovation. With projects expanding across the region and a growing demand for skilled technicians and engineers its exciting to see companies like @IREN_Ltd investing in local education and future workforce development. The future is bright and built right"
X Link @FransBakker9812 2025-10-15T12:38Z 14.7K followers, 15.3K engagements

"$IREN Massive news If this gives us a last dip before we run I'm a buyer. Will some of this money go to Horizon X GPU's Or do we think this is all for Canada 🤔 Bullish Accelerate 🔥🔥"
X Link @FransBakker9812 2025-10-08T01:51Z 14.6K followers, 40.9K engagements

"Why $IREN Was Removed from the IBD XX (By ChatGPT) Key finding: IRENs removal from the IBD XX list in the week of October XX 2025 was almost certainly caused by its $XXX million convertible-note offering announced on October X not by performance or editorial rotation. X. Nature of the Event IREN issued X% convertible senior notes due 2031 raising $XXX million. Such convertible financings are treated by Investors Business Daily as corporate events that can temporarily disqualify a stock from eligibility in the IBD XX. X. Why IBD Excludes Companies After Large Offerings IBDs rule-based"
X Link @FransBakker9812 2025-10-12T07:07Z 14.7K followers, 91.5K engagements

"@rossbach_io @HedgieMarkets This is a pathetic generalization with anon sources. But I'll bite: $IREN's modular multi-purpose data centers fixes this"
X Link @FransBakker9812 2025-10-14T12:40Z 14.6K followers, XXX engagements

"$IREN $225m ARR This Q Contracted Premarket loves it Iren breaks $XX. How do we feel bulls I say higher 😎🔥 Well done team @IREN_Ltd 🧡"
X Link @FransBakker9812 2025-10-07T10:52Z 14.6K followers, 35.7K engagements

"@TheKamaHsutra @Atzaran3 @litigious_dulce Corsicana is too small with or without mining buildings"
X Link @FransBakker9812 2025-10-13T11:37Z 14.6K followers, 2169 engagements

"$IREN rated a buy by @techstockpros on SA - IREN Limited doubled its AI GPU fleet to 23000 GPUs more than doubling its target of 10900 by year's end. - IREN's expansion primarily leverages Blackwell series Nvidia GPUs giving it a pricing edge and making us expect a fast-paced ARR growth for the AI Cloud business now estimated to be +$500M. - Theres little margin of safety at current levels if GPU deployment or utilization faces any hiccups; however we think any IREN stock pullback is a buying opportunity. - We are bullish about IREN stock in the near-to-mid term as we see more good news on"
X Link @FransBakker9812 2025-09-24T10:40Z 14.4K followers, 45.9K engagements

"$IREN Good Morning: $XX In Pre-Market Sources saying XX is imminent 👀"
X Link @FransBakker9812 2025-10-10T08:10Z 14.6K followers, 40.5K engagements

"@rufflife222 @IREN_Ltd 225m ARR contracted is expected and guided but disclosing it early October is NEW"
X Link @FransBakker9812 2025-10-07T13:11Z 14.3K followers, XXX engagements

"@JackMenshaw Did he remove his account I have a lead that indicates $IREN may be exploring to work with $EOSE. This may be a signal"
X Link @FransBakker9812 2025-10-12T12:52Z 14.4K followers, 8704 engagements

"@beefrtless Probably $BITF or $RIOt. The other X are not worth my time"
X Link @FransBakker9812 2025-10-15T04:22Z 14.6K followers, XXX engagements

"I don't talk to management directly. We just deduce from their hires and open positions what's happening. I do know that because of their CTO Denis a lot of people want to work with $IREN. Not to mention the buzz around the stock Dan saying they have GPU'S for days to sell and this new omnibus SBC package coming soon. Right now in a power and DC capacity constrained world where would you want to work I have it on good authority that it's not $AMZN 😅"
X Link @FransBakker9812 2025-10-14T02:38Z 14.6K followers, XXX engagements

"@ShawnLi_real @Umbisam @mikealfred Blocked him as he is not a bear but a fud loving hater. Not worth to pay attention to imo"
X Link @FransBakker9812 2025-10-15T03:38Z 14.6K followers, XXX engagements

"$CIFR Barber Lake Accelerating Since there's not a lot to report on $IREN I decided to take another look at Cipher's Barber Lake site. It is clear that they are accelerating the civil works and the main data center area is being graded at a rapid pace. For those of you that don't know much about this site here is a little bit of additional information. Barber Lake is a 138kV substation that has been on the parcel - currently owned by $CIFR - for years. What makes Barber Lake as a site so attractive is that not only that there is 300MW on the Barber Lake substation available today but there is"
X Link @FransBakker9812 2025-09-19T03:11Z 14.6K followers, 237.2K engagements

"@Docofgothm @mikealfred @bitcoinbutcher1 @litigious_dulce @TheKamaHsutra @edvestments @TraderSaint_ Very difficult to answer. Choose your risk profile and find a healthy mix between commons and calls. You can also sell puts to get "a discount". Totally depends on your personal strategy and also depends on cash or margin account etc. Take care"
X Link @FransBakker9812 2025-10-06T12:18Z 14.5K followers, XXX engagements

"Don't worry friends. The stock =/= the company. $IREN may resemble a meme stock at times but days like will help us to stay humble and remember the best days are still ahead. Sunday we will have a space again with @litigious_dulce @TheKamaHsutra and @bitcoinbutcher1. 🫡"
X Link @FransBakker9812 2025-08-11T17:51Z 14.6K followers, 15.7K engagements

"That face you make when $IREN hits $XX in premarket"
X Link @FransBakker9812 2025-10-07T11:19Z 14.6K followers, 60.9K engagements

"$IREN $XXX Million Convertible Senior Notes A summer by ChatGPT Transaction Overview - Principal amount: $XXX million (convertible senior notes due 7/1/2031) - Coupon: XXXX% - Conversion premium: +42.5% to $XXXXX per share (vs. $XXXXX reference price on Oct X 2025) - Initial conversion ratio: XXXXXXX shares per $1000 note - Maturity: July X 2031 - Settlement date expected: October XX 2025 - Optional upsizing: + $XXX million within XX days of issuance Capped Call Structure - Cap price: $XXXXXX per share ( XXX% above spot) - Purpose: Offsets dilution and/or excess cash payments if notes convert"
X Link @FransBakker9812 2025-10-09T10:56Z 14.6K followers, 33.2K engagements

"@MVanbrunsc47513 @eisokant @CoreWeave Come on that's not a real reply. You know what I mean"
X Link @FransBakker9812 2025-10-15T16:21Z 14.7K followers, XXX engagements

"$IREN Thanks for having me on your podcast Mads We talked about IREN's unique investment thesis in a world constraint by power. Listen to the Spotify recording below. My contribution starts at the 43:12 timestamp. Mange tak 🤝"
X Link @FransBakker9812 2025-10-12T02:42Z 14.7K followers, 29.7K engagements

"I really like the way my watchlist is ordered. From these X I missed the train X times faded X openly (even mocked investing in it) and I own X. LFG $EOSE 🔥"
X Link @FransBakker9812 2025-10-13T16:22Z 14.7K followers, 13.2K engagements

"$IREN is green ✅ Frans is red 🦞 LFG 🔥"
X Link @FransBakker9812 2025-10-09T15:54Z 14.6K followers, 14.3K engagements