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@FransBakker9812 Avatar @FransBakker9812 Frans Bakker

Frans Bakker posts on X about iren, $iren, data center, $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 XX% technology brands XX% finance XX% cryptocurrencies X% countries X% social networks X% musicians X% automotive brands X%

Social topic influence iren #23, $iren #14, data center #17, $cifr #4, oracle 4%, bitcoin 4%, wen 3%, $orcl 3%, open ai 3%, $eose X%

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

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) Hut X Mining Corp. (HUT) Goldman Sachs (GS) Oscar Health, Inc. (OSCR) Metadium (META) Citigroup Inc (C) Dell Technologies, Inc. (DELL) Riot Platforms, Inc. (RIOT) Core Scientific, Inc. Common Stock (CORZ) BlackBerry Limited (BB)

Top Social Posts #

Top posts by engagements in the last XX hours

"@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 7119 followers, XXX engagements

"@CrusoeAI previews a strategic partnership to develop a XXX GW data center campus in Wyoming with options to scale up to XX GW over time. Is Wyoming on track to become the next hotspot for gigawatt-scale data center development Wen Texas $IREN $CIFR"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-24 02:28:20 UTC 7121 followers, XXX engagements

"@litigious_dulce But it also means $IREN will have to HODL for a bit longer than just a few minutes"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-24 03:24:16 UTC 7123 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 7118 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 7119 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 7123 followers, 8414 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 7118 followers, XXX 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 7119 followers, XXX engagements

"Aligned Data Centers Expands in Ohio with New Mega-Scale AI Campus COSHOCTON COUNTY OH JULY XX 2025 @aligneddc a leading technology infrastructure company offering innovative sustainable and adaptive Scale Data Centers and Build-to-Scale solutions for global hyperscale AI/HPC and enterprise customers announces a significant expansion in Central Ohio with the planned development of its new data center campus inside the Conesville Industrial Park. Aligned will develop a 197-acre parcel adjacent to the former AEP Conesville Power Plant. This development will revitalize the legacy brownfield site"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-24 15:16:29 UTC 7124 followers, 2215 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 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 7124 followers, 8675 engagements

"@5CGroupAI @togethercompute I just can't help but hear @IREN_Ltd's Noah Clark talking here. The only big difference between $IREN and @5CGroupAI is "location location location". I didn't include that part but 5C only builds near large metropolitan areas whereas IREN goes wherever there is power"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-24 11:44:01 UTC 7124 followers, 2016 engagements

"@soewerein100 @IREN_Ltd @CrusoeAI @Lancium 💯 $IREN is a family complete with family rules and internal competition to achieve the best result. If you're in West-Texas you want to work there"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-24 11:54:54 UTC 7123 followers, XXX 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 7124 followers, 76.1K 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 7123 followers, 29.5K 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 7121 followers, 3878 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 7119 followers, 1166 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 7119 followers, 5400 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 7124 followers, 16.3K 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 7114 followers, 1167 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 7123 followers, 1109 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 7111 followers, XXX engagements

"$IREN Competitor Alert pt2 As I posted earlier today 5C Group has raised $XXX million to support building out their 2GW roadmap. After doing some more research I found a fireside chat between @5CGroupAI's CEO and the CEO of @togethercompute where they discuss the scarcity of data center capacity in 2025 and 2026. Now 2GW is a familiar number but everything else they say reminds me of @IREN_Ltd as well. What do you think Is 5C Group a rival for IREN Or is their lack of sites in Texas going to become a constraint for them in the long run Comment below 👇"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-24 04:53:58 UTC 7124 followers, 8999 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 7124 followers, XXX engagements

"Even water is not that much of an issue. I think X truckloads of water for 25MW initially and then a 1-2% top-up yearly. That can all be done remote so even that's not a big factor for either location. But I agree that power price is higher and there are more non-attainment zones local govt regulations and less room to build"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-24 12:04:48 UTC 7123 followers, XX engagements

"@foorpfokrow @gerovich those where the days 🔥"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-23 05:20:00 UTC 7123 followers, XX engagements

"@TheKamaHsutra Awesome find Didn't we talk about these X hires before Never knew the link with Lepton though"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-23 13:24:31 UTC 7117 followers, 1822 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 7118 followers, XXX 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 7124 followers, 47K 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 7123 followers, 4602 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 7124 followers, 35.3K 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 7122 followers, 8871 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 7119 followers, XX 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 7124 followers, 33.5K engagements

"@edvestments @5CGroupAI @togethercompute @IREN_Ltd Well that really depends I will let @TheKamaHsutra elaborate if he has time. I would personally say 6ms is fine for inference"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-24 12:32:21 UTC 7121 followers, XXX engagements

"$IREN Competitor Alert I've often asked myself: who are @IREN_Ltd's true competitors when it comes to power land and infrastructure Is it companies like @CrusoeAI and @Lancium Or is the real threat coming from battery natural gas and SMR playersthose aiming to take data centers off the grid entirely Today I stumbled upon this video from the 2025 Energy Imperatives Summit featuring Nat Sahlstrom from Tract Data Centers explaining their model. Listen for yourselfare these the companies that might come for $IREN's lunch"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-23 11:57:36 UTC 7124 followers, 16.7K 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 7124 followers, 14.7K 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 7118 followers, 3114 engagements

"$IREN $CORZ $CIFR $RIOT PJM The nation's biggest power market has just recorded its highest-ever capacity price with surging data center demand identified as the "primary reason" per PJM's Independent Market Monitor. "Nearly every major trend is pointing toward electricity price spikes" writes Robinson Meyer in today's piece for Heatmap News. laughs in ERCOT prices Texas is STILL open for business 🤠👇"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-25 03:02:59 UTC 7124 followers, 5463 engagements

"$IREN we pick winners over here 🔥 well done bulls"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-21 13:52:36 UTC 7119 followers, 12.4K 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 7124 followers, XXX engagements

"5C has successfully secured $XXX million of capital equity led by Brookfield and debt by Deutsche Bank to accelerate development of data center campuses and AI infrastructure across North America. With over X GW in their roadmap and GPU-scale "AI factories on the horizon 5C is emerging as a leader in AI-native digital infrastructure Together with its partners 5C is helping shape the future of AI infrastructure"
@FransBakker9812 Avatar @FransBakker9812 on X 2025-07-24 02:46:23 UTC 7124 followers, 4073 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 7112 followers, XXX engagements