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@FransBakker9812 Avatar @FransBakker9812 Frans Bakker

Frans Bakker posts on X about $iren, iren, oracle, $cifr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #4834 finance #4137 technology brands X% cryptocurrencies X% countries X% musicians X% automotive brands X% exchanges X% travel destinations X%

Social topic influence $iren #3, iren 9%, oracle #23, $cifr #6, bitcoin 3%, $orcl #9, money 2%, stack 2%, $eose 2%, nvda X%

Top accounts mentioned or mentioned by @irenltd @thekamahsutra @313ronnieb @atzaran3 @thebtcminingguy @ericjackson @energycredit1 @sumitnandy @web3shop @mikealfred @lazarus_capital @kashramki @umbisam @pred3500 @litigiousdulce @alphatrader00 @monythink @kentpdraper @wsfoxley @staffanbe

Top assets mentioned Iris Energy Limited Ordinary Shares (IREN) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) Oracle Corporation (ORCL) Eos Energy Enterprises, Inc. (EOSE) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Metadium (META) CLEANSPARK INC (CLSK) Hut X Mining Corp. (HUT) Goldman Sachs (GS) Oscar Health, Inc. (OSCR) Metaplanet Inc. (MTPLF) Citigroup Inc (C) Dell Technologies, Inc. (DELL)

Top Social Posts #

Top posts by engagements in the last XX hours

"$IREN a measured and clean response Profitability I completely agree with the take that @IREN_Ltd is the only actually profitable Bitcoin miner right now. Its not even really up for debate the numbers are what they are. Lets look at $CLSK (Cleanspark) first excluding any gains or losses from fair value revaluation of their Bitcoin stack: - Dec XX 2024 quarter: -$8.23M operating loss - Mar XX 2025 quarter: -$10.373M operating loss Now compare that to $IREN over the same periods: - Dec XX 2024 quarter: $31.099M operating profit - Mar XX 2025 quarter: $35.527M operating profit Big difference."
@FransBakker9812 Avatar @FransBakker9812 on X 2025-06-20 10:16:45 UTC 7080 followers, 10K engagements

"@RCBBBTC @moninvestor I have these and then a stack of long $X short $XX combos. I hope to exercise all of those and probably sell the $XX calls to fund some of it. $IREN requires XX% equity in my broker so not much maring buying power to exercise 😭"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 12:38:42 UTC 7116 followers, XXX engagements

"@Atzaran3 Yes stock will react when btc goes from 250k to 180k. Convexity down by algos is inevitable. Seeing Iren go from XX to XX will be a sight to behold"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-20 11:40:41 UTC 7067 followers, XXX engagements

"@maturichan3350 XX% of my buys today were below 1145 X% at 1145 XX% just above (1157) Can't complain will add more tomorrow in case we dip"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 06:40:46 UTC 7116 followers, XXX engagements

"$IREN Laying the Groundwork for AI at Scale Youve seen my satellite shots of @IREN_Ltd but have you seen it up close This clip shows how the team builds durable cost-effective roads between the data centers. Keep pushing team🔥🤠"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-18 13:34:27 UTC 7068 followers, 11.7K engagements

"$IREN $CIFR More power needed for AI LLM training. JPM constrained. Oracle needs 4.5GW Got power 🔌💵"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 15:21:04 UTC 7116 followers, 7220 engagements

"$IREN No Space This Weekend We're taking a week off. @kentpdraper and @wsfoxley did a great job explaining the excellent position @IREN_Ltd is in and we resume our spaces next week. This hotel costs X $IREN shares per night. Probably XXX next year 😎 Enjoy the weekend fam"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-19 07:03:35 UTC 7079 followers, 11.5K engagements

"I think $IREN already has a partnership with $NVDA. They are general partner not preferred right now. Preferred should come as revenue reaches a certain treshold. (e.g. buying a certain $ of GPUs). From their latest HGX B300 purchase we can safely assume that they are amongst the first ones to receive these. ( $NBIS for example is still waiting for HGX B200s). The growth of the cloud is strategic the pace is not important during the hopper-era with Blackwells having almost 15x the inference throughput vs a H100: So it's better to be a late mover in that regard. I'm sure that $IREN will scale"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-17 12:28:03 UTC 7035 followers, XXX engagements

"@mikealfred My kid woke me up rudely just now I thought I understood it though 😩"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-19 19:27:00 UTC 7115 followers, 3015 engagements

"@x_times_1 These banks are the same banks that short Bitcoin and long fiat - now push Equinix and fade $IREN. They are right until they're not. $EOSE wins regardless 🔋"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-19 07:06:42 UTC 7066 followers, XXX engagements

"@JoshTradeOption @kentpdraper @wsfoxley @IREN_Ltd This is just a warm up going to tour the entire island weekend by weekend with the fam. Also want to revisit Maldives and make my way to Fiji. Got any local recommendations (SE Asia). Cheers 🤙"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-19 13:14:20 UTC 7017 followers, XX engagements

"$IREN $META Zuckerberg pitches a tent for AI To Move Faster Meta is Deploying AI Hardware in Tents It takes time to build new data centers. And Metas AI ambitions simply cannot wait. Thats why the company is now deploying AI hardware in hurricane-proof tents so it can bring new capacity online as fast as possible. So we pioneered this new method where were basically building up these weatherproof tents and building out the networks and the GPU clusters inside them in order to build them faster CEO Mark Zuckerberg told The Information. They are hurricane-proof tents. The Meta deployments"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-16 12:36:33 UTC 7080 followers, 11K engagements

"@AlphaTrader00 What about pair trading $IREN $HUT Iren team assemble @TheKamaHsutra finish him"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-20 16:39:04 UTC 7075 followers, XXX engagements

"This is a travesty and exactly why I have been so vocal about the way they threw $IREN under the bus as well for a similar non-issue. A rectification or at the very least a new actually transparent ranking should be released. Can't help but feeling there is more than just politics involved here"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-21 02:03:13 UTC 7083 followers, XXX engagements

"NASDAQ: $IREN) (together with its subsidiaries IREN) today announced the purchase of 1080 latest-generation NVIDIA H200 GPUs to support its growing AI Cloud Services business. H200 count is 1080 which is XXXXX% of their deployed fleet"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-21 06:36:31 UTC 7116 followers, XXX engagements

"$IREN I came across the old (previous period CY25 Q1) 13-F from Bit Capital GMBH. This is the largest shareholder of @IREN_Ltd. They were at the Childress site on the same day we visited. Here is a snapshot of their last reported $IREN holdings compared to the closing price of July 21st of $XXXXX. The calls only represent the value of the underlying shares. Of course they will report over the period ending June XX next month but I thought it would be interesting to see what kind of unrealized gains they made in XXX months time. Now we all did well but are you up $198.5M Congratulations to our"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 07:10:09 UTC 7116 followers, 8377 engagements

"$IREN $CIFR $ORCL Oracle Is Hot 🔥 Ever since Oracle had their earnings call mid-June the company has seen a lot of media coverage and chatter on fintwit and other platforms. Ever since @IREN_Ltd closed the deal on the Sweetwater site we have been contemplating who will be the hyperscaler to sign with IREN. Now Horizon is being built we are doing the same for the Childress site. A few weeks ago everyone had Oracle as the number X choice. A big reason for this was that Larry Ellison said they have a customer who will take "all the capacity they can get no matter where it is". Just over a week"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-10 12:54:33 UTC 7116 followers, 73.6K engagements

"$IREN - $NBIS A Nuanced Comparison "We believe that as the market moves to next-gen GPUs (e.g. Blackwell) the complexity of managing compute density thermal issues etc. may constrain the emergence of new competitors." Goldman Sachs Equity Research 7/14/2025. Three days ago Goldman Sachs released a research report on Nebius issuing a Buy rating and setting a price target of $XX. Around the same time @IREN_Ltd published their GPU Buyers Guide on the Iren Cloud website. A lot has already been said about both companies and Im not here to add more fuel to the fire. But after reading the Goldman"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-17 07:02:15 UTC 7117 followers, 29.4K engagements

"@moninvestor I have added to Metaplanet today. I hold more than just IREN. But IREN is my biggest position. I plan to exercise all my calls below $XX strike. in the coming XXX years"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 12:19:18 UTC 7116 followers, 1141 engagements

"$OSCR Oscar Health (NYSE:OSCR) shares are up slightly in the premarket on Tuesday after the company revised its full-year sales outlook. The healthcare technology company has raised its full-year 2025 revenue guidance to between $XXXX billion and $XXXX billion representing a XXX% to XXX% increase over its prior forecast of $XXXX billion to $XXXX billion. The new outlook also surpasses the consensus estimate of $XXXXX billion. The company expects an operating loss of between $XXX million and $XXX million for full year 2025. For Q2 it expects preliminary net loss of around $XXX million and a"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 12:11:06 UTC 7116 followers, 5170 engagements

"Stargate advances with XXX GW partnership with Oracle $ORCL and @OpenAI sign another 4.5GW of additional capacity. As I have reported earlier this month: Just a week ago Oracle announced a $30B deal with a "mystery customer" "Oracle ( $ORCL ) signed a cloud services deal with an unnamed client expected to generate over $XX billion in annual revenue starting in fiscal year 2028." Summed up: X. Oracle has a $30B "order" for 2028 (Since July 1st). X. Oracle only "builds" when they have "orders for their capacity". X. $30B could indicate 3.6GW of power needed. We now know that it's 4.5GW of power"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 13:07:33 UTC 7117 followers, 12.9K engagements

"@staffanbe Cool to see but that's a very old video. I guess they are now going to work on a backlog of material to ramp up the social media content in anticipation of the new social media content manager. By the way new jobs again:"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-21 11:12:34 UTC 7068 followers, XXX engagements

"Oracle pays Digital Realty $1.5M/MW. For Stargate of 400000 GB200 I think they pay $1B per year. So that's $0.83k/MW. But OpenAi pays ORCL $10B/year. So Oracle makes 10x the rev vs the lease costs. I think the difference here is that Crusoe only provides powered shells and Digital Realty is turn key. Yes cloud would be better but how do we get that much money for 2GW of GPU's. IREN should be the one with the contract and obviously they don't have it"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-10 13:37:03 UTC 7058 followers, 1154 engagements

"I wouldn't focus on "a deal". For $IREN specifically I would love for them to scale over X verticals on X locations. There doesn't need to be a single deal happening for me. Preleasing Horizon for turnkey colocation while allocating some MWs to GB300 cloud. Energizing the B200/B300s in Prince George while completing the new building and using the Horizon prelease contracts to finance 20k GPU purchase. Build-to-suit in SW for 1GW and complement by mining. X year deal and then convert to cloud. It's not a matter of weeks or months for me this is just an on-going progress for the coming 12-18"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-23 04:22:39 UTC 7116 followers, XXX engagements

"$IREN Childress in HD pt2 As promised heres the latest high-definition satellite image from a sunny Childress. Were in the hottest stretch of the year in Texas and you can see it in the intense reflective sunlight bouncing off the data centers and substations. The Horizon site is really starting to take shape. The six data center rows are clearly visible each in different stages of foundation and structural development. Zooming in further the grading work in the area below the data centers strongly suggests that the Horizon project is being built in line with the original renderings. Since"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-14 13:13:32 UTC 7116 followers, 42.4K engagements

"Very good talk. @kentpdraper does very well explaining the competitive advantages of $IREN. By offering bare metal to large enterprises and neo-clouds while simultaneously partnering with aggregators to reach the smaller enterprises market @IREN_Ltd Is expanding its TAM organically while focusing on scaling up the capacity at the same time. Great to hear that Horizon will be able to accommodate Vera Rubin. $1B ARR from bitcoin mining at current prices is a great way to help funding the growth. If $IREN can construct the perfect mix between debt equity and OCF we will be able to scale faster"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-19 03:32:53 UTC 7072 followers, 3822 engagements

"@sumitnandy @IREN_Ltd I'm sure that these guys are not trading $IREN in the way we know traders on X. Also their commons represent such a massive % relative compared to the calls it's not something to worry about"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 09:27:58 UTC 7080 followers, XXX engagements

"The ClusterMaxx "under-perform" ranking for IREN was based on a mischaracterization of a non-issue and does not reflect the actual security posture of their production environment. Here's what actually happened: A temporary test environment was created on short notice for a third-party evaluator (Semi) and due to time constraints task privacy settings weren't configured the same as in production. Tasks in IRENs production environment are and always have been private as expected. Semi flagged this test environment setup as a "security bug" even though it had no bearing on how the actual"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-05 06:57:54 UTC 7060 followers, 8373 engagements

"@pred3500 @IREN_Ltd @mikealfred @TheKamaHsutra @Agrippa_Inv @Umbisam @ericjackson I have looked into this before but I don't think it carries much value. Board members are mostly for compliance and governance sure they may have a contact of someone somewhere but $META is huge. Would be amazing though if you're right"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-23 02:19:26 UTC 7116 followers, XXX engagements

"@foorpfokrow @gerovich those where the days 🔥"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-23 05:20:00 UTC 7116 followers, XX engagements

"@sumitnandy @IREN_Ltd What if they are capped at a certain % of holding $IREN they buy calls to lock in the cost price wait for IREN to dilute and exercise Calling the biggest common holder of IREN a trader is hilarious either way"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 08:09:54 UTC 7116 followers, XXX engagements

"@sumitnandy @IREN_Ltd Why does it have to be trading. It's an option it's literally in the word. $IREN loves optionality so do its shareholders"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 07:22:18 UTC 7116 followers, XXX engagements

"$IREN Jason Date Promotes to Associate Director of Development @jasondateAU congratulations Keep at it with finding those new juicy GW sites for us"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 12:51:34 UTC 7116 followers, 3959 engagements

"$IREN A West Texas Road Trip 🧵 On Monday I had the privilege of visiting @IREN_Ltd's two sites in Texas. After an 18-hour flight and a 3.5-hour drive we arrived in Childressjust in time to hop on the Sky Limousine and tour the nearly deserted data center campus. Since it was Memorial Day there were no workers on site aside from a handful of people from the management team. I was accompanied on this trip by the distinguished @Agrippa_Inv @alanbialo and @nanotitan28. We were also joined by IRENs largest shareholders from Germany and we became the first group to visit the new office which had"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-05-30 17:29:59 UTC 7116 followers, 46.1K engagements

"$IREN New Site Is Live (Beta) @IREN_Ltd just launched their new website today. Its still in development so we can expect improvements and refinements in the coming weeks. One standout feature is the high-resolution image of the Sweetwater X site a location we have been analyzing through satellite imagery. With this new HD image we now get a clear view of the construction warehouse being deployed on the large concrete slab. We already spotted this slab during our field visit to the site in May. The structure appears to be a tent-style warehouse similar to the one $IREN uses in Childress. We"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-22 04:25:51 UTC 7116 followers, 33.9K engagements

"@gerovich Is Citigroup Inc really short 12861900 shares 😅 Why does @Citi hate Bitcoin so much I was told that if a company has X% revenue from anything Bitcoin they won't even cover them (sell-side analysts). These tradfi guys are hilarious"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-17 14:58:41 UTC 7083 followers, 8734 engagements

"$IREN $DELL $NVDA Throwback to last year when @IREN_Ltd featured on @Dell's website as customer story with their H100 Dell AI Factory with NVIDIA. Yes that's right. IREN has been operating the AI factory concept for over a year now. I bet you didn't see this video before"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-15 11:26:35 UTC 7116 followers, 14.7K engagements

"$IREN we pick winners over here 🔥 well done bulls"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-21 13:52:36 UTC 7116 followers, 12.3K engagements

"@EnergyCredit1 Right but NBIS doesnt generate the same amount of OCF. IREN doesnt rely on equity and debt only. That's just a fact but only a small part of this thesis. Not sure why you're zooming in on these things only"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-18 02:34:09 UTC 7078 followers, XXX engagements

"@BigDegenEth @kentpdraper @wsfoxley @IREN_Ltd Phuket 🤙"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-19 08:13:42 UTC 7015 followers, XXX engagements