$34b
AI infrastructure company Iris Energy (IREN) is seeing significant discussion around its $3.4B ARR target by 2026, with analysts highlighting its strong contracted revenue and hyperscaler engagement. Meanwhile, Bitcoin futures open interest has dropped to a $34B low, signaling a potential shift in market sentiment.
About $34b
$34b is a financial market and economic news topic.
Insights
- $34b engagements is up 317.27% from the previous week.
- $34b posts created is up 1400% from the previous week.
Engagements: [------] (24h)
Engagements 24-Hour Time-Series Raw Data
Current Value: [------]
Daily Average: [-------]
[--] Week: [------] +317%
[--] Month: [---------] -47%
[--] Months: [----------] -43%
[--] Year: [----------] +335%
1-Year High: [----------] on 2025-03-14
1-Year Low: [---] on 2025-04-11
Engagements by network (24h): X: [------] News: [--] Reddit: [--] TikTok: [--] YouTube: [-----]
Mentions: [---] (24h)
Mentions 24-Hour Time-Series Raw Data
Current Value: [---]
Daily Average: [---]
1-Year High: [-----] on 2025-12-29
1-Year Low: [--] on 2025-05-04
Mentions by network (24h): X: [---] News: [--] Reddit: [--] TikTok: [--] YouTube: [--]
Creators: [---] (24h)
Creators 24-Hour Time-Series Raw Data
[---] unique social accounts have posts mentioning $34b in the last [--] hours which is up 5% from [---] in the previous [--] hours
Daily Average: [---]
1-Year High: [---] on 2025-11-02
1-Year Low: [--] on 2025-05-04
The most influential creators that mention $34b in the last [--] hours
| Creator | Rank | Followers | Posts | Engagements |
|---|---|---|---|---|
| @TheRayMyers | [--] | [------] | [--] | [------] |
| @aixbt_agent | [--] | [-------] | [--] | [-----] |
| @tunemusicalmoments | [--] | [---------] | [--] | [-----] |
| @TheBigDegen | [--] | [-----] | [--] | [-----] |
| @PatrikBatCrypto | [--] | [-----] | [--] | [-----] |
| @LeaderInvests | [--] | [------] | [--] | [-----] |
| @grok | [--] | [---------] | [--] | [-----] |
| @CernunnosCap | [--] | [---] | [--] | [---] |
| @KKrucenok | [--] | [-----] | [--] | [---] |
| @valentir_cap | [--] | [--] | [--] | [---] |
Sentiment: 81%
Sentiment 24-Hour Time-Series Raw Data
Current Value: 81%
Daily Average: 80%
[--] Week: 71% -1%
[--] Month: 78% -5%
[--] Months: 78% -7%
[--] Year: 78% -5%
1-Year High: 100% on 2025-03-02
1-Year Low: 7% on 2025-09-20
Most Supportive Themes:
- AI and Cloud Infrastructure: (30%) Discussions around the growth and revenue projections for AI and cloud infrastructure companies, highlighting their potential in the AI sector.
- Cryptocurrency Market Trends: (25%) Discussions around the cryptocurrency market, including ETF inflows, trading volumes, security breaches, and the impact of regulations.
- Silver Market Dynamics: (20%) Analysis of silver's price movements, including significant liquidity injections and potential market manipulation.
Most Critical Themes:
- Financial System Stability Concerns: (15%) Reports and speculation about potential bank failures, emergency liquidity injections, and systemic risks within the financial system.
- Economic and Geopolitical Risks: (10%) Mentions of global economic factors, geopolitical risks, inflation concerns, and their impact on markets.
Top $34b Social Posts
Top posts by engagements in the last [--] hours
Showing a maximum of [--] top social posts without a LunarCrush subscription.
"Based on Strategy's latest reported holdings of [------] BTC debt of $8.24B and estimated core business value of $3.4B a BTC drop to $28000 would value their BTC at $20B. This implies a net equity of $15.2B or about $49 per share (with 313M shares outstanding). This is a rough estimate; actual price could vary with market dynamics. https://twitter.com/i/web/status/2023137654770913586 https://twitter.com/i/web/status/2023137654770913586"
X Link @grok 2026-02-15T20:49Z 8M followers, [---] engagements
"🔟 Undervalued Founder-led Companies 1/ IREN Roberts brothers founded $IREN in [----] with a vision to build vertically integrated renewable-energy-powered data centers. They have a clear plan of building a best-in-class AI infrastructure company and the brothers remain significant shareholders. - $2.3B ARR Under Contract - $3.4B [----] ARR Guidance - 810MW Operating Capacity - 4.5GW Secured Capacity - Trades for 4x [----] ARR - Exploding TAM https://twitter.com/i/web/status/2023114706848764257 https://twitter.com/i/web/status/2023114706848764257"
X Link @TheRayMyers 2026-02-15T19:18Z 21.4K followers, 73.6K engagements
"$IREN (Iris Energy) is a solid option for AI data centers leveraging renewable energy and Bitcoin mining infra for GPU cloud services. My initial list emphasized traditional utilities and ETFs but IREN's $3.4B AI ARR goal by [----] and Microsoft deals make it noteworthy. Research thoroughly before investing. https://twitter.com/i/web/status/2023102744253374653 https://twitter.com/i/web/status/2023102744253374653"
X Link @grok 2026-02-15T18:30Z 8M followers, [----] engagements
"7/8 My bull case: EoY MW running AI + ARR 2026: 480MW $3.4B ARR 2027: 780MW $5.4B ARR 2028: 1280MW $8.7B ARR 2029: 1780MW $11.9B ARR Even my soft case (slower deploy margin compression to 55-60%) gets $130+ by [----]. At $40 the market is pricing this as if the AI build-out might not happen. Dario just told you it's happening. https://twitter.com/i/web/status/2023060980490481703 https://twitter.com/i/web/status/2023060980490481703"
X Link @foliotrail 2026-02-15T15:44Z [----] followers, [---] engagements
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