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@FransBakker9812 Avatar @FransBakker9812 Frans Bakker

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

Engagements: XXXXX #

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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 XXXXX% finance XXX% technology brands XXXX% cryptocurrencies XXXX% musicians XXXX% automotive brands XXXX% countries XXXX% social networks XXXX% fashion brands XXXX% travel destinations XXXX%

Social topic influence $iren #22, iren #26, bitcoin #3597, $nbis 2.97%, $eose #20, nvda 2.97%, $nvda 2.97%, $orcl 2.97%, debt 1.98%, oracle XXXX%

Top accounts mentioned or mentioned by @irenltd @atzaran3 @313ronnieb @305_capital @thebtcminingguy @thekamahsutra @ericjackson @energycredit1 @umbisam @lazarus_capital @web3shop @mikealfred @kashramki @bigdegeneth @litigiousdulce @alphatrader00 @kentpdraper @wsfoxley @monythink @irenltds

Top assets mentioned Iris Energy Limited Ordinary Shares (IREN) Bitcoin (BTC) Nebius Group N.V. Class A Ordinary Shares (NBIS) Eos Energy Enterprises, Inc. (EOSE) NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Cipher Mining Inc. Common Stock (CIFR) Goldman Sachs (GS) Alphabet Inc Class A (GOOGL) Core Scientific, Inc. Common Stock (CORZ) CoreWeave, Inc. (CRWV) Metadium (META) Hut X Mining Corp. (HUT) Bit Digital, Inc. (BTBT) SBET (SBET) BitMine (BMNR) Ethereum (ETH) Citigroup Inc (C) Dell Technologies, Inc. (DELL) BlackBerry Limited (BB)

Top Social Posts #

Top posts by engagements in the last XX hours

"$IREN Playing on Strengths: The Crypto Pivot to AI Dan Roberts to speak at The Yotta Conference in Las Vegas September 9th 2025. The high-density compute low-latency networking and power-hungry operations infrastructure built for the crypto world mirrors many of the core demands of AI. As crypto markets fluctuate operators investors and infrastructure providers are eyeing AI as the next frontier. But pivoting isn't just a matter of workload - its a strategic shift in economics design and ecosystem alignment. Secure your tickets or sign up for the newsletter to receive access to the podcasts"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-16 05:51:50 UTC 6937 followers, 6113 engagements

"$IREN X more jobs added. - Senior Manager PR Who wants to be Mike Power's colleague - Network Security Specialist And this looks like a job for @TheKamaHsutra Relentless hiring 🔥"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-16 08:00:22 UTC 6992 followers, 2787 engagements

"I'm not so sure they can't. It's too early to conclude that at this point. I'm sure $NBIS knows how to raise cash but going in debt for building out a business that relies for a big part on third parties executioning (for example DataOne) carries its own risk. Again I said $NBIS will do well but there are risks they are unprofitable Goldman thinks they won't have a positive EBIT all through 2026. Just because they can raise more debt doesn't mean it's a given they will succeed. They have a lot to prove in my eyes. Liquid cooling and high rack densities are new for everyone including $NBIS"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-18 04:40:10 UTC 6928 followers, XX engagements

"Yes I don't. I think they should be able to pull it off. But then again they are legacy. Google search is declining so building google isn't a substitute for succeeding in the AI race. Nebius will need to learn a lot of new things. Of course their past experience will help them. But it's not enough for me to just take their guidance blindly and point back and say yandex"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-18 04:42:04 UTC 6944 followers, XXX engagements

"$CORZ $CRWV $IREN Unpopular opinion: $CORZ filed for Chapter XX Sold its MWs early long and cheap Sold the entire company to CoreWeave cheap I dont invest in stocks. I invest in people. As @mikealfred says: Bet on the jockey not the horse. (sorry @litigious_dulce )"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-07 15:10:55 UTC 6936 followers, 18.4K engagements

"@AlpineCapp @_Sgr_A_Star @HowAreYou818 I have brought this up with $IREN. The official reply is: This has commercial reasons. So ultimately in our best interest. I accept it and do my own research. It is what it is"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-18 15:56:14 UTC 6990 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 6997 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 6997 followers, 11.6K 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 6997 followers, 11.3K 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 6937 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 6996 followers, 2932 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 6997 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 6979 followers, XX engagements

"$IREN Weekly Spaces pt3 Last night we had a X hour space with @ericjackson @lincolntan89 @KashRamki @litigious_dulce @TheKamaHsutra and a few others. We talked about IREN's software stack $NVDA Lepton IRENCloud and IREN's real moat. Enjoy fellow winners 🔥"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-14 13:54:43 UTC 6944 followers, 11.9K 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 6992 followers, 10.8K 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 6996 followers, XXX engagements

"@EnergyCredit1 I don't know what this has to do with the previous conversation"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-18 04:25:46 UTC 6928 followers, XX 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 6997 followers, 62.1K 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 6997 followers, 29K engagements

"For those that don't know Bryce @McnallieM runs the McNallie Money channel on Youtube often accompanied by @cazenove_uk for the Power Mining Analysis episodes. Check out the latest $IREN episode here:"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-06-29 16:44:13 UTC 6934 followers, 3871 engagements

"@ericjackson @IREN_Ltd Nice detail didn't know that🔥 I think $ORCL can't fulfill its signed capacity agreements without $IREN and $CIFR"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-10 13:09:47 UTC 6989 followers, 3417 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 6942 followers, 1147 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 6996 followers, 42.1K 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 6997 followers, 3755 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 6934 followers, 8359 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 6996 followers, 44.8K 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 6995 followers, 8579 engagements

"@Umbisam I'm expecting a lower output for $IREN than you. I think they will move ASICs from BC to TX to free up space for the Blackwells. Also 4CP is crucial so I assume they want to be on the safe side. I'm conservatively going with 45.5EH/s av operational hashrate for July"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-18 03:01:20 UTC 6945 followers, 1403 engagements

"@EnergyCredit1 I don't think we were talking about valuation of the bitcoin business compared to NBIS AI cloud revenue. IREN will have to prove they can monetize their remaining MWs for AI (Cloud/Co-location). But that's literally what I said in the article. It was nuanced you're not"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-18 04:56:10 UTC 6955 followers, XX engagements

"$IREN Retail Meet-up NYC September X 6-9PM RSVP with @yujia2020 👇"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-17 01:08:34 UTC 6931 followers, 4728 engagements

"$IREN XX jobs open worldwide 👉 Now including Sales Manager AI & HPC. ⛅IRENCloud expansion when"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-06-19 06:45:19 UTC 6991 followers, 32.1K 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 6997 followers, 14.6K engagements

"For those that don't know Francisco @nanotitan28 is our resident chart squiggler celebrated macro visionair and he was part of our West-Texas road trip last month. Big believer in $IREN. Make sure to follow his work"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-06-30 00:28:50 UTC 6934 followers, 3105 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 6991 followers, XXX engagements

"Sources: and Goldman Sachs Equity Research 7/14/2025 "Nebius group""
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-17 07:02:16 UTC 6995 followers, 1842 engagements

"@BigDegenEth @kentpdraper @wsfoxley @IREN_Ltd Phuket 🤙"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-19 08:13:42 UTC 6992 followers, XXX engagements

"@BigDegenEth @mikealfred He's counting the amount of remaining Bitcoin to be mined on his abacus 🧮 Dividing EV/EBITDA one more time to be sure and then call the boss with his Blackberry"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-18 07:20:52 UTC 6960 followers, XXX engagements