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@TheLongHold__ Avatar @TheLongHold__ The Long Hold Investor

The Long Hold Investor posts on X about $iren, bitcoin, bitcoin mining, mining the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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Social Influence #

Social category influence finance stocks cryptocurrencies countries technology brands automotive brands

Social topic influence $iren #693, bitcoin, bitcoin mining, mining, infrastructure, money, over the, canada, instead of, heads

Top assets mentioned IREN Limited (IREN) Bitcoin (BTC) Advanced Micro Devices (AMD) Tesla, Inc. (TSLA) Hims & Hers Health, Inc. (HIMS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Eos Energy Enterprises, Inc. (EOSE) NVIDIA Corp. (NVDA) TransMedics Group, Inc. Common Stock (TMDX) Nu Holdings Ltd. (NU) Rocket Lab USA, Inc. Common Stock (RKLB) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Novo-Nordisk (NVO) NuCypher (NU)

Top Social Posts #

Top posts by engagements in the last XX hours

"I will continue posting regular updates including analyzing companies that I currently hold and those I plan to acquire. Im currently working on a thread into $IREN which I will post soon. I hope to gain some followers and share this journey over the coming years. Thanks for taking the time to read"
X Link @TheLongHold__ 2025-10-09T13:20Z XXX followers, XXX engagements

"2. What Is IREN Not Your Grandma's Data Centre The Sales Pitch (The Good Stuff) IREN is in the business of building next-generation data centres for the ultra-power-dense world of AI. Their facilities are in the U.S. and Canada strategically placed where fibre is thick and power is cheap. Factual Flexes: The Green Advantage: Their facilities are powered by XXX% renewable energy. This isn't just a feel-good marketing line; it translates directly to an operational cost advantage. Their electricity costs can be as low as $0.033/kWhthats a serious edge. Vertical Integration: They own the land"
X Link @TheLongHold__ 2025-10-15T21:49Z XXX followers, XX engagements

"1.2 The Name Change & The Pivot The company started out as a Bitcoin mining pure-play but by 2024 they saw the tsunami that was AI. Instead of sticking their heads in the sand they pivoted hard. The original ticker $IREN now stands for a company that's aggressively chasing High-Performance Computing (HPC) and AI cloud services. They basically realized "Hey this cheap reliable power we secured for Bitcoin AI needs 100x more of it." This move from a low-multiple Bitcoin miner to a high-multiple AI power operator is the entire ballgame. Why It's Still Correct to Call It a "Pivot" Change in"
X Link @TheLongHold__ 2025-10-15T21:49Z XXX followers, XXX engagements

"4.1 Dilution Risk from Financing: To fund its hyper-growth IREN recently priced an $XXX million convertible senior notes offering (0.00% coupon due 2031). While zero-coupon convertible debt is a common cheap financing tool for high-growth infrastructure companies the risk of dilution remains a major factor. The company mitigated this risk by entering into capped call transactions. These transactions are structured to hedge against dilution with the initial cap price set at a substantial XXX% premium to the stock price at the time of pricing (approximately $XXXXXX per share). This hedge"
X Link @TheLongHold__ 2025-10-15T21:49Z XXX followers, XX engagements

"4.2 Some of IRENs Competitors IREN operates at the critical intersection of Bitcoin Mining (the cash engine) and AI Infrastructure (the growth engine). Its competitors fall into two main categories: legacy miners attempting the same pivot and pure-play AI infrastructure providers. Here are some names Im sure there are others. X. Mining Peers with an AI Pivot (Leveraging Power Assets) This group competes directly with IREN for the title of "best-in-class power operator" and for lucrative AI hosting deals all while leveraging existing infrastructure. Riot Platforms $RIOT - Focus is on massive"
X Link @TheLongHold__ 2025-10-15T21:49Z XXX followers, XX engagements

"$ASTS AST Spacemobile XXXX% $IREN IREN XXXX% $RKLB Rocket Lab USA XXX% $NBIS Nebius XXX% $EOSE EOS Energy Enterprises XXX% $AMD Advanced Micro Devices XXX% $GOOGL Alphabet XXX% $AMZN Amazon XXX% $TSLA Tesla XXX% $NVDA NVIDIA XXX% $TMDX TransMedics XXX% $HIMS Hims & Hers Health XXX% $NVO Novo Nordisk X.% $NU Nu Holdings Ltd XXX% $RLAY Relay Therapeutics XXX% $WISE.L Wise plc XXX% $WYFI Whitefiber XXX% $MELI MercadoLibre X% $META Meta Platforms XXX% $CHRS Coherus Biosciences XXX% $ASML ASML XXX% $NTDOY Nintendo 0.3%"
X Link @TheLongHold__ 2025-10-09T13:20Z XXX followers, XXX engagements

"13. Financials - Margins: The Cost Advantage Pays Off This chart shows that IREN's low-cost power isn't a theoryit's a massive competitive weapon. The EBITDA Margin bottomed out at just X% in Q3 '24 demonstrating the market volatility but then violently corrected higher surging to a peak of XX% in Q1 '25. This dramatic swing proves their underlying operational leverage is immense allowing them to rapidly translate their cheap power and AI contracts into industry-leading profitability"
X Link @TheLongHold__ 2025-10-15T21:52Z XXX followers, XX engagements

"IREN Deep Dive $IREN Investment Thesis: The AI Power Play Thats Printing Money 🚀 First of all big thanks to @7FlyingPlatypus for initially bringing IREN to my attention. 🙏 NFA X. History of IREN: The Humble Beginnings of a Power Giant From Down Under to Data Dominance IREN kicked off in 2019 as Iris Energy (Australia). Think of it as a start-up that knew the future would be power-hungry. The whole operation was founded by Co-Founders and Co-CEOs Daniel Roberts and Will Roberts. These guys didn't start with a fancy cloud product; they started with the most foundational critical thing:"
X Link @TheLongHold__ 2025-10-15T21:49Z XXX followers, XXX engagements

"3. How the Company Makes Money: The Secret Sauce 🤌 Its a simple brilliant two-part play. They use the cash flow from one to fund the moonshot of the other. Engine 1: The Cash Flow Machine (Bitcoin Mining). This side of the business is the financial bedrock. Theyre one of the largest and lowest-cost Bitcoin producers aiming for XX Exahashes per second (EH/s) by mid-2025. This operation generates seriously strong cash flow with reported hardware gross margins around 70%. Think of it as the company's private venture capital fund fully dedicated to AI expansion. Engine 2: The Moonshot (AI Cloud"
X Link @TheLongHold__ 2025-10-15T21:49Z XXX followers, XX engagements

"16. Catalysts: The Events That Send It Higher 💥 Keep your eyes glued to these days/dates: X. Q1 2026 Confirmation: Hitting that huge $XXX million AI Cloud ARR target. Execution is everything. X. Horizon X Go-Live: Successful energization of the XX MW Horizon X AI data centre in Childress (Q4 2025). More capacity means more contracts. X. Blackwell Deals: Announcing more firm contracts for the new NVIDIA Blackwell GPUs. This shows they are securing the most cutting-edge in-demand hardware. X. The "Big One" Deal: A massive multi-gigawatt contract with a Hyperscaler. When this hits the stock"
X Link @TheLongHold__ 2025-10-15T21:52Z XXX followers, XX engagements

"14. Financials - Earnings per Share: The Swing to Profit EPS: Turning the Corner This chart visualizes the "Swing to Profit" perfectly. After bottoming out in late 2024 (Q3 '24) due to market volatility the quarterly EPS aggressively crossed into positive territory. The line shows accelerating momentum spiking sharply to nearly $0.40in Q2 '25. This rapid and decisive upward move is the final proof that the AI revenue ramp is generating significant tangible and increasing profitability"
X Link @TheLongHold__ 2025-10-15T21:52Z XXX followers, XX engagements

"17. Should You Invest in $IREN My conviction is simple: In the AI gold rush power is the shovel. $IREN controls one of the cheapest greenest and most scalable shovels in the world. Their move from Bitcoin to AI infrastructure is the smartest strategic pivot in the space. They are a profitable asset owner executing on high-demand high-margin contracts. Their structural low-cost power advantage will widen their margin moat for years to come. It's a profitable company in a non-negotiable high-growth industry. Thats a formula for outsized returns"
X Link @TheLongHold__ 2025-10-15T21:52Z XXX followers, XXX engagements