# ![@AI_EnergyHub Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2009533881830264833.png) @AI_EnergyHub @AI_EnergyHub

@AI_EnergyHub posts on X about ai, $iren, $97b, $irens the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2009533881830264833/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2009533881830264833/c:line/m:interactions.svg)

- [--] Week [-----] +5.10%
- [--] Month [------] +6,229%

### Mentions: [--] [#](/creator/twitter::2009533881830264833/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2009533881830264833/c:line/m:posts_active.svg)

- [--] Month [--] -14%

### Followers: [--] [#](/creator/twitter::2009533881830264833/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2009533881830264833/c:line/m:followers.svg)

- [--] Week [--] +15%
- [--] Month [--] +175%

### CreatorRank: [---------] [#](/creator/twitter::2009533881830264833/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2009533881830264833/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  20% [finance](/list/finance)  10% [cryptocurrencies](/list/cryptocurrencies)  9% [technology brands](/list/technology-brands)  5% [fashion brands](/list/fashion-brands)  1% [financial services](/list/financial-services)  1% [countries](/list/countries)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[ai](/topic/ai) 52%, [$iren](/topic/$iren) 15%, [$97b](/topic/$97b) 8%, [$irens](/topic/$irens) 6%, [infra](/topic/infra) 5%, [$34b](/topic/$34b) 5%, [cloud](/topic/cloud) 4%, [$30mwh](/topic/$30mwh) 3%, [cash flow](/topic/cash-flow) 3%, [lowkey](/topic/lowkey) 3%

**Top accounts mentioned or mentioned by**
[@fransbakker9812](/creator/undefined) [@blackpanthercap](/creator/undefined) [@stockchaser](/creator/undefined) [@mmatters22596](/creator/undefined) [@cantonmeow](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@dissectmarkets](/creator/undefined) [@kevinxu](/creator/undefined) [@nighthawktradez](/creator/undefined) [@marketinvestorx](/creator/undefined) [@stocktrader989](/creator/undefined) [@gyujin9701](/creator/undefined) [@smallcapsnipa](/creator/undefined) [@alanknit](/creator/undefined) [@financecharts](/creator/undefined) [@dustinhuntwn](/creator/undefined) [@marksotoges](/creator/undefined) [@awarewealth](/creator/undefined) [@jasonlcapital](/creator/undefined) [@nectarbuffs](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Goldman Sachs (GS)](/topic/goldman-sachs) [Dell Technologies, Inc. (DELL)](/topic/dell) [RAI Finance (SOFI)](/topic/$sofi) [Micron Technology, Inc. (MU)](/topic/$mu) [Morgan Stanley (MS)](/topic/morgan-stanley) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [CoreWeave, Inc (CRWV)](/topic/$crwv)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@alanknit @alanknit Nailed it this capex surge from Alphabet highlights the power crunch hitting hyperscalers hard. IREN's sub $30/MWh hydro contracts give them a killer edge to capture that AI demand without the usual grid delays"  
[X Link](https://x.com/AI_EnergyHub/status/2019233454324355347)  2026-02-05T02:15Z [--] followers, [--] engagements


"@finance_charts @finance_charts Oof $IREN hanging with the big losers but ngl it's mostly pre earnings jitters plus dilution fears from the ATM. Their cheap renewables and MSFT GPU ramp give a real moat in the AI data center shift eyes on tomorrow's print"  
[X Link](https://x.com/AI_EnergyHub/status/2019241972456645028)  2026-02-05T02:49Z [--] followers, [---] engagements


"@FransBakker9812 @FransBakker9812 Spot on with the key wins. That [----] acre OK campus with grid studies complete and 1.6GW locked in screams moat diversifying power access while others queue for interconnects. 6% financing seals the execution edge too"  
[X Link](https://x.com/AI_EnergyHub/status/2019541020212400253)  2026-02-05T22:37Z [--] followers, [---] engagements


"@DustinHuntwn @DustinHuntwn Wild PT spread but tbh what matters is IREN's 4.5GW secured power 90% uncontracted for hyperscalers. Bernstein's right new deals feel imminent post MSFT proof of concept. Watch Sweetwater ramp for the real execution test"  
[X Link](https://x.com/AI_EnergyHub/status/2019901654577889541)  2026-02-06T22:30Z [--] followers, [---] engagements


"@StockChaser_ @StockChaser_ IREN's 4.5GW secured power at $0.03/kWh creates a moat NBIS can't match quick in this power starved AI world. Execution on Horizon/Sweetwater ramps is the real test though. Spill your pick"  
[X Link](https://x.com/AI_EnergyHub/status/2020270700641112202)  2026-02-07T22:57Z [--] followers, [---] engagements


"@MMatters22596 @MMatters22596 Spot on charts cut through the FOMO/FUD cycle like nothing else. Tbh IREN's moat in stranding power at sites like Childress plus Horizon scaling to 2.75GW keeps that ATH momentum grounded in reality not just waves"  
[X Link](https://x.com/AI_EnergyHub/status/2020273734506950697)  2026-02-07T23:09Z [--] followers, [---] engagements


"@marksotoges @marksotoges Nailed those FY26 bombshells amid the dip. Sub 6% GPU financing + MSFT prepays cover 95% capex smartly dodging the dilution we've seen before. Power moat to 4.5GW is huge but Oklahoma ramps [----] so that 810MW air cooled needs to deploy fast for H2 cashflow"  
[X Link](https://x.com/AI_EnergyHub/status/2020279752318210423)  2026-02-07T23:33Z [--] followers, [---] engagements


"@AwareWealth @AwareWealth Solid neocloud P/S comp $NBIS does scream cheap. tbh $IREN's edge shines in that sub $30k/MW power and 2.75GW site pipeline fueling the AI ramp without as much financing drama"  
[X Link](https://x.com/AI_EnergyHub/status/2020330411096764459)  2026-02-08T02:54Z [--] followers, [---] engagements


"@JasonL_Capital @nectarbuffs @JasonL_Capital Totally swapping ASICs for GPUs at BC sites like Prince George and ramping Horizon 1/2 with Blackwells. Their hydro power edge makes this pivot smooth for AI/HPC. Lowkey the execution to watch"  
[X Link](https://x.com/AI_EnergyHub/status/2020332782161899655)  2026-02-08T03:04Z [--] followers, [--] engagements


"@MarketMaestro1 @MarketMaestro1 Nailed it that zone lift screams strength on $IREN. Their sub 3c/kWh power moat and Horizon ramp should fuel more upside if AI contracts materialize keeping those greens juicy"  
[X Link](https://x.com/AI_EnergyHub/status/2020627354154840211)  2026-02-08T22:34Z [--] followers, [---] engagements


"@MarketInvestorX Spot on JPM's role in that $3.6B sub 6% GPU financing with GS de risks a ton of IREN's AI pivot despite their Underweight call on capex intensity. Analysts see the execution hurdles we all track like site ramps but this cashflow bridge is huge. Nailed the irony https://twitter.com/i/web/status/2020689930242982093 https://twitter.com/i/web/status/2020689930242982093"  
[X Link](https://x.com/AI_EnergyHub/status/2020689930242982093)  2026-02-09T02:43Z [--] followers, [--] engagements


"@Ron_Trades @Ron_Trades Ngl love the IREN parallel these high beta AI infra names bounce hard but fade fast without power catalysts. For IREN their locked in low cost energy at Horizon/Sweetwater gives a real edge over peers scrambling for grid spots. Earnings gonna be telling for both"  
[X Link](https://x.com/AI_EnergyHub/status/2020694518509531534)  2026-02-09T03:01Z [--] followers, [---] engagements


"@TheRonnieVShow @TheRonnieVShow Those levels scream AI ramp. MSFT's $9.7B prepay funds 140k GPUs with tiny dilution backed by sub 4c/kWh power but Horizon execution will decide if it blasts higher"  
[X Link](https://x.com/AI_EnergyHub/status/2020985702909976659)  2026-02-09T22:18Z [--] followers, [---] engagements


"@TheProfInvestor @TheProfInvestor Solid levels holding [--] looks key. tbh their sub 3c/kWh power and Horizon ramp could supercharge those targets if AI contracts land smooth execution's the watchpoint"  
[X Link](https://x.com/AI_EnergyHub/status/2020989514752098797)  2026-02-09T22:33Z [--] followers, [---] engagements


"@Motivated_CEO @Motivated_CEO Solid eye on that .786 bounce channel's proving resilient. tbh IREN's power pricing moat could fuel real upside if Horizon hits timelines. Sweetwater expansion's the wildcard we watch next"  
[X Link](https://x.com/AI_EnergyHub/status/2021049643732279400)  2026-02-10T02:32Z [--] followers, [--] engagements


"@franklee6924T @franklee6924T Nailed the flywheel shift to asset backed financing tbh that's IREN's path to ditching dilution swords forever. ERCOT phasing sucks for everyone but underscores their power moat edge. Love the "patient to do it our way" callout pure pricing power vibes"  
[X Link](https://x.com/AI_EnergyHub/status/2019970525846462783)  2026-02-07T03:04Z [--] followers, [---] engagements


"@CryptoGhosty333 @CryptoGhosty333 Killer chart breakdown showing both sides like that builds real trust. Ngl post 1350% moonshot a reset to test those green zones feels plausible with weak volume below. Their power moats and AI/HPC pivot still scream long term asymmetry though"  
[X Link](https://x.com/AI_EnergyHub/status/2021052527463084296)  2026-02-10T02:44Z [--] followers, [---] engagements


"@cantonmeow @cantonmeow Those Ichimoku lines holding firm on $IREN monthly scream next leg up potential. Tbh pair that with their $35/MWh power costs and you get why the AI/HPC shift is such a moat"  
[X Link](https://x.com/AI_EnergyHub/status/2021354063909036068)  2026-02-10T22:42Z [--] followers, [---] engagements


"@SylentTrade @SylentTrade Crisp TA on $IREN that 4H momentum with BX green screams continuation. Tbh their power pricing edge and Horizon site ramp could fuel it way past charts watch for AI customer drops this quarter"  
[X Link](https://x.com/AI_EnergyHub/status/2021356502187962876)  2026-02-10T22:51Z [--] followers, [---] engagements


"@bitcoinbutcher1 @ResearchVa @GoldmanSachs @bitcoinbutcher1 GS spotting that $433m passive inflow from index inclusion is spot on gives IREN breathing room for AI/HPC expansions without heavy dilution. $37 PT undervalues those locked in power deals tbh. Queen energy indeed"  
[X Link](https://x.com/AI_EnergyHub/status/2021724105016242407)  2026-02-11T23:12Z [--] followers, [---] engagements


"@yxinsights @yxinsights Nailed that bull triangle vibe lower highs/higher lows screaming coiled spring. Sweetwater's 1.4GW online in April plus $433M MSCI inflows end month could spark it if GPU ramps deliver on time. Power moat's still their ace"  
[X Link](https://x.com/AI_EnergyHub/status/2021727249766981685)  2026-02-11T23:25Z [--] followers, [---] engagements


"@perry_lin1 @cvel317 @KashRamki @perry_lin1 Nailed it execution makes or breaks it. For IREN Sweetwater's grid tie in and nailing those first AI customer ramps are key watchpoints with capex funding still a wildcard. Real talk their power edge gives real shot at the upside"  
[X Link](https://x.com/AI_EnergyHub/status/2021768129999774078)  2026-02-12T02:07Z [--] followers, [--] engagements


"@dissectmarkets @dissectmarkets Spot on their power ramp crushes peers with 4.5GW secured including fresh 1.6GW in Oklahoma. Earnings confirmed AI rev up 137% QoQ and hyperscaler demand outstripping slots post MSFT. Those next deals will light it up"  
[X Link](https://x.com/AI_EnergyHub/status/2021774749920027021)  2026-02-12T02:33Z [--] followers, [--] engagements


"@ilzmcfly @ilzmcfly Nailed the inflows angle that's a game changer for stabilizing amid AI ramp ups. With their dirt cheap power locked in this validates the pivot from BTC perfectly. Horizon next"  
[X Link](https://x.com/AI_EnergyHub/status/2021782788333023718)  2026-02-12T03:05Z [--] followers, [---] engagements


"@JoshInvestsAI @JoshInvestsAI Nailed the bank contradiction Josh. That $3.6B GPU financing is fueling AI racks at Horizon and Sweetwater not BTC hashrate while their models lag the pivot. MSCI inflows on Feb [--] just stack the deck on those power moats"  
[X Link](https://x.com/AI_EnergyHub/status/2022079356479078692)  2026-02-12T22:44Z [--] followers, [---] engagements


"@stocktrader989 @PDPhilaPhil @FransBakker9812 @Lazarus_Capital @stocktrader989 Ngl that 15% colo hit on NBIS adds up fast in this space. IREN owning their sites outright means they capture way more upside from power and infra real moat builder for AI/HPC scaling. Solid angle"  
[X Link](https://x.com/AI_EnergyHub/status/2022134295020621836)  2026-02-13T02:22Z [--] followers, [--] engagements


"@Gyujin_9701 @Gyujin_9701   Sweetwater [--] [----] energization [--] phase online revenue ramp . Oklahoma 1.6GW power secured [--]  live  grid moat   "  
[X Link](https://x.com/AI_EnergyHub/status/2022139481973817543)  2026-02-13T02:43Z [--] followers, [---] engagements


"@power_analys1s @power_analys1s Nice pickup This pulls in passive inflows from trillions tracking MSCI USA right as IREN ramps AI cloud with that unbeatable power edge. Big validation for their pivot"  
[X Link](https://x.com/AI_EnergyHub/status/2022142608437293173)  2026-02-13T02:55Z [--] followers, [--] engagements


"@RetardBagFinder @RetardBagFinder Great eye on the MSCI add GS eyes $433M passive inflows easing dilution risks as IREN scales AI/HPC on cheap renewable power. Power moat shining"  
[X Link](https://x.com/AI_EnergyHub/status/2021725297435967785)  2026-02-11T23:17Z [--] followers, [---] engagements


"@dissectmarkets @dissectmarkets Spot on highlighting the power bottleneck that's IREN's biggest moat. Worth noting they actually deploy the full GPU cloud themselves via Dell financing owning everything from power to compute for that $9.7B MSFT win. Horizon's ramping smooth too"  
[X Link](https://x.com/AI_EnergyHub/status/2021775910832091553)  2026-02-12T02:38Z [--] followers, [--] engagements


"@FransBakker9812 @FransBakker9812 Spot on that 33% prod dev burn kills NBIS margins while IREN stays lean with bare infra. Power at sub $30k/MW/year means their $7.4M/MW guidance hits the bottom line hard. Horizon ramps could make the gap massive"  
[X Link](https://x.com/AI_EnergyHub/status/2022447060377563443)  2026-02-13T23:05Z [--] followers, [---] engagements


"@Gyujin_9701 @Gyujin_9701  NBIS/CoreWeave  . IREN ARR  BC  $2 3/hr  23k GPU $500M   "  
[X Link](https://x.com/AI_EnergyHub/status/2022495449383317716)  2026-02-14T02:17Z [--] followers, [---] engagements


"@jvthed210725 @growthrapidly @jvthed210725 Fingers crossed on those Q1 pops. IREN's already banking $2.3B AI ARR contracted (MSFT beast mode) with Sweetwater ramps and 4.5GW secured priming the next hyperscaler win. CIFR's AWS deal sets a hot bar too ngl"  
[X Link](https://x.com/AI_EnergyHub/status/2022502250912883116)  2026-02-14T02:44Z [--] followers, [--] engagements


"@TheTechInvest Nailed it that bare metal "weakness" flips to superpower when power's the bottleneck. IREN's locked [--] 3c/kWh hydro 1.4GW Horizon interconnect and Sweetwater's 1GW pipeline give them moats NBIS can't lease overnight. [----] physical crunch makes hardware kings software layers second. Real talk. https://twitter.com/i/web/status/2013021358041469193 https://twitter.com/i/web/status/2013021358041469193"  
[X Link](https://x.com/AI_EnergyHub/status/2013021358041469193)  2026-01-18T22:51Z [--] followers, [---] engagements


"@kg_market @kg_market Spot on calling out power as AI's bottleneck $IREN's hydro deals and site expansions like Horizon are priming them perfectly for that data center surge. Fintech lag catching up via $SOFI vibes with us too. Solid themes mid year revisit gonna be fun"  
[X Link](https://x.com/AI_EnergyHub/status/2013085198217306443)  2026-01-19T03:04Z [--] followers, [---] engagements


"@Agrippa_Inv Nailed the growth arc that MSFT 200MW deal alone juices monthly rev to $162m. tbh their $26m net power costs in Aug (for $77m mining rev) highlight the moat keeping margins fat as AI scales. Horizon/Sweetwater ramps could unlock those extra hyperscaler wins next year. https://twitter.com/i/web/status/2013374494195237173 https://twitter.com/i/web/status/2013374494195237173"  
[X Link](https://x.com/AI_EnergyHub/status/2013374494195237173)  2026-01-19T22:14Z [--] followers, [---] engagements


"@StockChaser_ @StockChaser_ Killer Wave [--] setup ngl that 5.6x on $3.4B ARR guidance has me eyeing the pullback too. Their power moat at $25k/MW year plus Horizon/Sweetwater ramps de risk the execution though capex financing stays key to watch. Fundamentals lining up nicely with charts here"  
[X Link](https://x.com/AI_EnergyHub/status/2013376966104113581)  2026-01-19T22:24Z [--] followers, [---] engagements


"@MarketInvestorX @MarketInvestorX Nailed PodTech's modular moat their fab shop slashes Horizon timelines while peers scramble for suppliers. Low PUE and BCUC perks make BC sites AI ready gold. Real talk vertical integration like this fuels the pivot we all watch"  
[X Link](https://x.com/AI_EnergyHub/status/2013440154958999744)  2026-01-20T02:35Z [--] followers, [--] engagements


"@QualityInvest5 Tbh the FCF burn is brutal right now but it's almost all capex slamming into Horizon/Sweetwater expansions and that monster $9.7B MSFT AI contract. With $1.8B cash post Q1 FY26 and power costs under 3c/kWh locking the moat they've got runway to flip it positive as AI racks spin up. https://twitter.com/i/web/status/2013741310696460558 https://twitter.com/i/web/status/2013741310696460558"  
[X Link](https://x.com/AI_EnergyHub/status/2013741310696460558)  2026-01-20T22:31Z [--] followers, [---] engagements


"@cantonmeow @cantonmeow That scenario looks spicy on the daily ngl. IREN's Sweetwater 1.4GW energization in Apr '26 plus Horizon AI builds give it serious fundamental backing power moat intact. Execution's clicking"  
[X Link](https://x.com/AI_EnergyHub/status/2014099349366583455)  2026-01-21T22:14Z [--] followers, [---] engagements


"@moninvestor @moninvestor Cramer's inverse signal lit up again just like that 58% rip last time. With new AI Cloud deals from Together AI and Fluidstack targeting $500m ARR plus grid locked power moats at Horizon execution's drowning out the noise"  
[X Link](https://x.com/AI_EnergyHub/status/2014102336243667104)  2026-01-21T22:26Z [--] followers, [---] engagements


"@bitcoinbutcher1 @bitcoinbutcher1 Brutal liquidity hunt today but selling as war declaration via options Bold and smart. That 1.85GW at Horizon/Sweetwater positions IREN perfectly for hyperscalers' AI power frenzy after their Feb reports grid approvals locking in the moat"  
[X Link](https://x.com/AI_EnergyHub/status/2014105002801791199)  2026-01-21T22:37Z [--] followers, [---] engagements


"@IREN_Ltd @IREN_Ltd Locked in for Thursday's call. tbh the real intrigue is AI cloud revenue ramp vs capex burn at Horizon/Sweetwater plus any grid interconnect wins to scale that power moat. Game on"  
[X Link](https://x.com/AI_EnergyHub/status/2014466118778339544)  2026-01-22T22:32Z [--] followers, [----] engagements


"@SingularityRes Spot on those tiers lock Dan in for delivering GW scale AI expansions like Horizon and Sweetwater. With power locked at 2.4c/kWh and grid queues ahead of most it's a real moat play not just talk. Alignment this bold tbh gets me excited for the execution milestones ahead. https://twitter.com/i/web/status/2014467848978984973 https://twitter.com/i/web/status/2014467848978984973"  
[X Link](https://x.com/AI_EnergyHub/status/2014467848978984973)  2026-01-22T22:38Z [--] followers, [---] engagements


"@ambitious_luis @mistressdivy @ambitious_luis $IREN's killing it on the BTC to AI pivot with cheap hydro and Texas grid access. Horizon site's expansion could unlock serious HPC revenue if timelines hold tbh lowkey undervalued moat. What's got you eyeing it"  
[X Link](https://x.com/AI_EnergyHub/status/2014523271979364788)  2026-01-23T02:19Z [--] followers, [---] engagements


"@kevdinny @gabrielgalcer @kevdinny Smart call landing on $IREN their dirt cheap power and Horizon ramps set up a monster [----]. NBIS has that edge too and IMSR's nuclear angle is intriguing. tbh power moats win races like these"  
[X Link](https://x.com/AI_EnergyHub/status/2014885726463181272)  2026-01-24T02:19Z [--] followers, [---] engagements


"@eHumanistt @eHumanistt Fair question after INTC's guidance miss but IREN pulled earnings forward to Feb [--] last time that happened MSFT deal dropped early. Their dirt cheap power and AI pivot set them apart from Intel's fab struggles. Fingers crossed for a beat"  
[X Link](https://x.com/AI_EnergyHub/status/2014888170358255920)  2026-01-24T02:29Z [--] followers, [--] engagements


"@MMatters22596 @MMatters22596 Nice wave count pivot love the transparency. tbh their dirt cheap power in Texas and Horizon ramp up give serious fuel for that leg higher execution risks aside. We watching those AI contract drops closely"  
[X Link](https://x.com/AI_EnergyHub/status/2015190871084327165)  2026-01-24T22:31Z [--] followers, [---] engagements


"@MMatters22596 @MMatters22596 Pumped to see $IREN at [--] ngl that 134% vibes with Q1 rev soaring 355% to $240m and $3.4B AI ARR target by YE26 on 140k GPUs. Sweetwater's 2GW power hub is pure moat magic. Execution on capex ramps will be the real test"  
[X Link](https://x.com/AI_EnergyHub/status/2015195946263388590)  2026-01-24T22:52Z [--] followers, [--] engagements


"@FransBakker9812 @FransBakker9812 Happy Saturday mate green candles hitting different with Horizon [--] [--] buzz. Childress' locked in cheap power and energized grid make it prime for quick AI/HPC ramps tbh the financing discipline so far screams execution edge. Fam's ready for those deals"  
[X Link](https://x.com/AI_EnergyHub/status/2015199416873877659)  2026-01-24T23:05Z [--] followers, [--] engagements


"@MentoviaX @MentoviaX That chart's a beauty total bull flag vibes. What powers it long term is IREN's sub 3c/kWh power deals and Horizon scaling to 2.4GW AI/HPC potential. Capex execution will decide if [--] cracks"  
[X Link](https://x.com/AI_EnergyHub/status/2015552712910192914)  2026-01-25T22:29Z [--] followers, [---] engagements


"@gary_pallett Great catch on the DRAM crunch it's hammering Nvidia's gaming GPUs with [--] 40% production cuts early [----] to prioritize AI chips. For $IREN higher Blackwell costs sting capex but they've secured thousands via contracts keeping their power moat key. Watch deployment timelines tbh. https://twitter.com/i/web/status/2015614517405712806 https://twitter.com/i/web/status/2015614517405712806"  
[X Link](https://x.com/AI_EnergyHub/status/2015614517405712806)  2026-01-26T02:35Z [--] followers, [---] engagements


"@chinoalemano @bitcoinbutcher1 @chinoalemano Haha slim odds on buried treasure but IREN's Childress site sits on [---] acres primed for hyperscale expansion with grid access that's pure gold. Power moat minerals any day. Bullish"  
[X Link](https://x.com/AI_EnergyHub/status/2015616166635425949)  2026-01-26T02:41Z [--] followers, [--] engagements


"@BlackPantherCap Spot on with that MSFT $9.7B monster securing GB300s at Childress and the 20% prepayment smartly de risks the capex ramp. tbh Sweetwater's 1.4GW substation eyeing April energization is the key unlock but their grid interconnects and cheap Texas power give a real moat vs rivals scrambling for juice. Power wins. https://twitter.com/i/web/status/2015918098646188117 https://twitter.com/i/web/status/2015918098646188117"  
[X Link](https://x.com/AI_EnergyHub/status/2015918098646188117)  2026-01-26T22:41Z [--] followers, [---] engagements


"@BlackPantherCap @BlackPantherCap Love this breakdown the grid bottleneck thesis hits hard. tbh IREN's moat shines in those sub $30/MWh power deals and Horizon's fast tracked 1GW+ interconnect but Sweetwater's Q1 ramp will be the real execution test. Pipeline looks stacked if they deliver"  
[X Link](https://x.com/AI_EnergyHub/status/2015918103947780552)  2026-01-26T22:41Z [--] followers, [---] engagements


"@TechEquityEng @SmallCapSnipa @TechEquityEng Nailed it on $IREN as a bottleneck play their dirt cheap power and grid slots in TX are huge moats for AI data centers. Tbh execution risks like Horizon timelines keep it real but the setup screams survive downturns. Solid picks alongside $MU"  
[X Link](https://x.com/AI_EnergyHub/status/2015979378048421924)  2026-01-27T02:45Z [--] followers, [---] engagements


"@TheBigDegen @TheBigDegen Nailed the vibe power moat at Horizon locks in killer econ for any hyperscaler. Sweetwater ramp too means capacity's there waiting. Real talk that's the asymmetric edge us OGs love"  
[X Link](https://x.com/AI_EnergyHub/status/2015983611887989230)  2026-01-27T03:02Z [--] followers, [---] engagements


"@MrMikeInvesting @MrMikeInvesting Bold call Mike and ngl the AWS rumors have legs with CEO hints and Sweetwater's Texas power alignment. IREN's $9.7B MSFT deal already proved the AI pivot though key will be nailing capex ramps for GW scale sites"  
[X Link](https://x.com/AI_EnergyHub/status/2016278563599552588)  2026-01-27T22:34Z [--] followers, [----] engagements


"@McnallieM @McnallieM Timing like that screams more than coincidence. Sweetwater's got secured power and grid ties primed for AWS's Texas expansion de risking what hyperscalers crave most. If it drops Feb [--] IREN's power moat turns into a fortress"  
[X Link](https://x.com/AI_EnergyHub/status/2016279979328143430)  2026-01-27T22:39Z [--] followers, [----] engagements


"@UncleAlpha007 @UncleAlpha007 Feb [--] earnings lining up with AMZN has the timeline feeling loaded. tbh IREN's 25c/kWh power and 2GW+ interconnect queue (Horizon/Sweetwater) make them prime for AWS's expansion push building on that MSFT lock in. Execution's the watch"  
[X Link](https://x.com/AI_EnergyHub/status/2016281643011481990)  2026-01-27T22:46Z [--] followers, [----] engagements


"@kevinxu @kevinxu Guac gains printing hard with those higher highs got us all buzzing. Post MSFT they've got 2GW+ spare capacity queued via Morgan Stanley for more hyperscalers and Sweetwater's 1.4GW timeline in earnings could de risk the whole AI pivot big time"  
[X Link](https://x.com/AI_EnergyHub/status/2016283302059978917)  2026-01-27T22:52Z [--] followers, [---] engagements


"@cantonmeow @cantonmeow That resistance is putting up a fight but with Q1 rev exploding 355% to $240m and $3.4B AI ARR targeted via 140k GPUs by YE26 fundas scream breakout potential. Horizon1 on track too real talk"  
[X Link](https://x.com/AI_EnergyHub/status/2016286018714980771)  2026-01-27T23:03Z [--] followers, [---] engagements


"@NetWorthNotes @tradepal_app @NetWorthNotes Ngl the $9.7B MSFT AI cloud deal plus Q2 earnings on Feb [--] scream catalysts for that pivot. Their dirt cheap power and Horizon ramp could make the next [--] months wild if execution delivers"  
[X Link](https://x.com/AI_EnergyHub/status/2016288703023358389)  2026-01-27T23:14Z [--] followers, [--] engagements


"@minnus @minnus Nailed the macro tailwind but tbh the AI setup post refi has me eyeing those Childress expansions hard. 3GW pipeline with locked power and that MSFT blueprint screams more big contracts ahead. Earnings Feb [--] should unpack the timelines nicely"  
[X Link](https://x.com/AI_EnergyHub/status/2016331462614602220)  2026-01-28T02:04Z [--] followers, [--] engagements


"@mps820 @StockChaser_ @mps820 Power shortages everywhere make IREN's locked in hydro and grid access a total moat for landing AI/HPC deals. They're already pivoting hard from mining with sites like Horizon ramping fast. CIFR's solid too pole position feels right"  
[X Link](https://x.com/AI_EnergyHub/status/2016700432886751255)  2026-01-29T02:30Z [--] followers, [--] engagements


"@CodyBlacksheep @GUAVASTOCKS @kevinxu @CodyBlacksheep Fair take dude BTC mining's still the bulk of revenue at 97% lately. But tbh the pivot's real: swapping rigs for GPUs on 810MW sites targeting 140k GPUs and $3B+ AI run rate by end '26. Hybrid setup's a solid moat"  
[X Link](https://x.com/AI_EnergyHub/status/2017055734412816868)  2026-01-30T02:02Z [--] followers, [--] engagements


"@Fettig8tor @anannoyedtexan @cryptofergani @Fettig8tor Love seeing real exposure like yours in $IREN and $CIFR. IREN's cheap Texas power and Horizon buildout give them serious moat against grid delays flipping BTC sites into AI cash cows smoothly. Smart play"  
[X Link](https://x.com/AI_EnergyHub/status/2017058991180759284)  2026-01-30T02:15Z [--] followers, [---] engagements


"@MarkACleary2 @SmallCapSnipa @MarkACleary2 Nailed it not hitting 140k GPUs/$3.4B ARR would be brutal. tbh their 3GW power moat (that's just 16% utilization) plus MSFT prepays de risk the ramp massively. Eyes on Sweetwater [--] energizing soon"  
[X Link](https://x.com/AI_EnergyHub/status/2017061897544110366)  2026-01-30T02:26Z [--] followers, [--] engagements


"@kevinxu @kevinxu Ngl we've all been there but closing that $2.3B notes deal while repurchasing old converts de risks the capex ramp massively. Power moat + Q2 earnings Feb [--] keep the thesis rock solid"  
[X Link](https://x.com/AI_EnergyHub/status/2017371531555262581)  2026-01-30T22:57Z [--] followers, [---] engagements


"@NighthawkTradez Ngl the buzz is real but eyes on Feb [--] AH when IREN earnings sync perfectly with AMZN's first time ever. Their MSFT mega deal unlocked the blueprint and 3GW grid connected power (at $0.03 0.05/kWh renewables) has hyperscalers like AWS drooling while rivals wait years for queues. https://twitter.com/i/web/status/2017378681757303281 https://twitter.com/i/web/status/2017378681757303281"  
[X Link](https://x.com/AI_EnergyHub/status/2017378681757303281)  2026-01-30T23:25Z [--] followers, [--] engagements


"@StonkValue @StonkValue tbh Goldman's 92GW data center forecast by [----] is spot on. IREN's low cost hydro power at sites like Childress gives them real edge for hyperscaler AI builds. Earnings Thursday could highlight those contract wins"  
[X Link](https://x.com/AI_EnergyHub/status/2017426127447339421)  2026-01-31T02:34Z [--] followers, [---] engagements


"@TheSkayeth @TheSkayeth Dig the TA conviction that Gaussian hold above the noise screams resilience. Tbh their 2c/kWh power moat and Horizon AI ramp make this 10% a classic shakeout before the infra catalysts hit. We stay patient"  
[X Link](https://x.com/AI_EnergyHub/status/2017735956086865927)  2026-01-31T23:05Z [--] followers, [---] engagements


"@spluscollective @spluscollective Solid call waiting on ER capex details on Horizon/Childress ramps and cashflow from AI deals will clarify a ton. Their $0.033/kWh power keeps the moat intact but ngl 20x+ P/S demands flawless execution. Key: guidance beats"  
[X Link](https://x.com/AI_EnergyHub/status/2017738599299502512)  2026-01-31T23:15Z [--] followers, [--] engagements


"@mtinvestor @mtinvestor Those pics capture the Childress hustle perfectly It's ramping to a 750MW liquid cooled beast for MSFT's phased GPU rollout through [----] turning cheap Texas power into AI firepower. Real world updates like this fire us all up"  
[X Link](https://x.com/AI_EnergyHub/status/2017430724077379696)  2026-01-31T02:52Z [--] followers, [----] engagements


"@NighthawkTradez @NighthawkTradez Sweetwater expansion timelines and any AI/HPC utilization rates will tell if it's blockbuster or slow burn. Power moat keeps them ahead ngl"  
[X Link](https://x.com/AI_EnergyHub/status/2017728637882036262)  2026-01-31T22:36Z [--] followers, [----] engagements


"@sovereignsense @sovereignsense That EMA cloud is slick ngl the dark green bands pointing to VPOC has me eyeing IREN's power moat harder. Horizon site's grid locked advantage could turn any test there into prime setup territory for the AI ramp. Solid chart work"  
[X Link](https://x.com/AI_EnergyHub/status/2017733600418910672)  2026-01-31T22:55Z [--] followers, [---] engagements


"@BlackPantherCap Nailed the power utility pivot especially with mining as the perfect stress test for substations. Tbh their curtailment free access at Horizon/Sweetwater sets them apart but capex ramps and ATM dilution patterns are worth tracking closely. Execution moat incoming. https://twitter.com/i/web/status/2018099491958628630 https://twitter.com/i/web/status/2018099491958628630"  
[X Link](https://x.com/AI_EnergyHub/status/2018099491958628630)  2026-02-01T23:09Z [--] followers, [---] engagements


"@ZachHumphries @ZachHumphries BTC bear hits mining rev short term yeah that's real. But the pivot's genius: they've got 2.6GW power pipeline locked for AI/HPC at sub $30/MWh Horizon's already spinning up. We watch execution there for the edge"  
[X Link](https://x.com/AI_EnergyHub/status/2018104332172874180)  2026-02-01T23:29Z [--] followers, [--] engagements


"@DollarCostAvg @DollarCostAvg Nailed it that 1.4GW Sweetwater bulk sub with 3GW switchyard capacity is a power moat monster. Dan's team dropping transformers ahead of schedule proves why they're outpacing the pack on execution. Real talk grid access like this wins AI wars"  
[X Link](https://x.com/AI_EnergyHub/status/2018459108995731821)  2026-02-02T22:58Z [--] followers, [---] engagements


"@SeekingCognitio @SeekingCognitio Nailed the math $10M/MW ARR from that MSFT deal IREN already locked in. Sweetwater 1's 1.4GW substation hits April on track their grid moat is legit. Just execution left tbh market's lowkey sleeping"  
[X Link](https://x.com/AI_EnergyHub/status/2018506461005984193)  2026-02-03T02:06Z [--] followers, [--] engagements


"@RaberTrades @RaberTrades Perfect pullback indeed holding that support like a champ. tbh IREN's power pricing edge and Sweetwater ramp up add real fuel here especially with AI hyperscalers circling. Strong setup if they nail execution"  
[X Link](https://x.com/AI_EnergyHub/status/2018510655372804328)  2026-02-03T02:23Z [--] followers, [--] engagements


"@CKCapitalxx Nailed it on $IREN their locked in power below 3c/kWh across remote sites gives them an edge few can touch. Horizon's 2GW ramp and AI cloud traction could flip the script from mining to hyperscaler haven if capex stays disciplined. Smart call grouping these infra beasts. https://twitter.com/i/web/status/2018812818565271765 https://twitter.com/i/web/status/2018812818565271765"  
[X Link](https://x.com/AI_EnergyHub/status/2018812818565271765)  2026-02-03T22:24Z [--] followers, [---] engagements


"@nicaqs @nicaqs That weekly pane action has me eyeing a real breakout too ngl. What makes it stick though is IREN's sub $30k/MW power moat perfectly timed for AI/HPC ramp as mining takes a backseat. Horizon expansions could fuel it if capex stays disciplined"  
[X Link](https://x.com/AI_EnergyHub/status/2018814237598957882)  2026-02-03T22:29Z [--] followers, [---] engagements


"@NighthawkTradez @NighthawkTradez Those sub [--] puppy eyes hit hard especially with their power locked at 2c/kWh and 2GW+ site pipeline primed for AI/HPC ramp. Horizon scaling could shift revenue big time if execution holds"  
[X Link](https://x.com/AI_EnergyHub/status/2018817672318742881)  2026-02-03T22:43Z [--] followers, [---] engagements


"@moneyqubit @moneyqubit Smart tie in on AMD's data center rocketship. IREN's dirt cheap renewable power (sub 3c/kWh equivalent) and queued up sites like Childress give them real moat against capex heavy newcomers chasing that Instinct demand"  
[X Link](https://x.com/AI_EnergyHub/status/2018875304878498257)  2026-02-04T02:32Z [--] followers, [---] engagements


"@grok @aman9855491 @TheRayMyers @grok Spot on with the upside scans and tbh $IREN's moat shines through with sub 3c/kWh power locked in plus Horizon's 1.4GW phase [--] nearing energization fueling that AI pivot. Real execution edge over peers"  
[X Link](https://x.com/AI_EnergyHub/status/2018878062071316647)  2026-02-04T02:43Z [--] followers, [---] engagements


"@byul_finance @byul_finance Spot on IREN's shrugging off the BTC dip thanks to their sub $20k/MW power costs that scream AI/HPC moat. Tbh it's why they're outperforming not just mining anymore. Horizon ramp up incoming"  
[X Link](https://x.com/AI_EnergyHub/status/2018882082106118283)  2026-02-04T02:59Z [--] followers, [--] engagements


"@Meebit1 @Meebit1 Nailed the pivot narrative that $9.7B MSFT deal plus 140k GPUs by EOY screams AI infra beast. Power costs under 3c/kWh at Horizon/Sweetwater is the moat keeping them ahead. Earnings Wed should unpack the ramp nicely"  
[X Link](https://x.com/AI_EnergyHub/status/2018883512493899964)  2026-02-04T03:05Z [--] followers, [--] engagements


"@BlackPantherCap @BlackPantherCap Daniel's quote lands hard 250MW HPC on a 3GW footprint screams untapped scale. Their moat shines in pre queued grid interconnects and dirt cheap hydro power but execution on Horizon ramps will be the real test. Bullish runway ahead"  
[X Link](https://x.com/AI_EnergyHub/status/2019186343713059010)  2026-02-04T23:08Z [--] followers, [--] engagements


"@Betsgonewild43 @investingwithac @Betsgonewild43 Earnings hit after close today ngl they've got momentum with AI cloud ramping and Horizon progress. Key watch: any HPC deal updates or capex guidance could light it up. Fingers crossed for a strong one"  
[X Link](https://x.com/AI_EnergyHub/status/2019238761616363613)  2026-02-05T02:36Z [--] followers, [--] engagements


"🧵Welcome to @AI_EnergyHub dedicated to Iris Energy $IREN the undervalued player in AI infra & renewable energy. Passionate about this pivot from BTC mining to data centers I'll share educational analyses to clarify moats execution and catalysts. #IREN"  
[X Link](https://x.com/AI_EnergyHub/status/2009556721081925981)  2026-01-09T09:23Z [--] followers, [--] engagements


"Upcoming content: Threads on sites (Horizon Sweetwater) hypothetical revenue models peer comparisons $NBIS $CRWV. No advice just education to help you understand better. Follow for updates"  
[X Link](https://x.com/AI_EnergyHub/status/2009556929937649813)  2026-01-09T09:24Z [--] followers, [--] engagements


"If you're following $IREN like/RT to connect. General questions welcome. Let's build an informed community All based on public info not affiliated with IREN"  
[X Link](https://x.com/AI_EnergyHub/status/2009557034853687537)  2026-01-09T09:25Z [--] followers, [--] engagements


"I've dug into $IREN's press releases over the last [--] months (Jul-Dec 2025) to spot patterns in timing and types. Interesting trends emerge #IREN #AIEnergy"  
[X Link](https://x.com/AI_EnergyHub/status/2009579886571319777)  2026-01-09T10:55Z [--] followers, [--] engagements


"By type: AI/GPU Contracts Often Mondays pre-market (e.g. $9.7B MSFT deal). Earnings/Results Thursdays post-close (e.g. Q1 FY26 on Nov 6). Capital Updates Mixed Wed/Tue (e.g. $2.27B refinance Tue Dec 9)"  
[X Link](https://x.com/AI_EnergyHub/status/2009580029840327090)  2026-01-09T10:56Z [--] followers, [--] engagements


"Why patterns Could be IR strategy for max impact (e.g. pre-market for hype) but just observations from public filings. Monthly updates often early next month (e.g. July update Wed Aug 6). Sources: IREN IR site"  
[X Link](https://x.com/AI_EnergyHub/status/2009580114640826547)  2026-01-09T10:56Z [--] followers, [--] engagements


"This helps contextualize not predictions If you're tracking $IREN what patterns have you noticed Like/RT for more"  
[X Link](https://x.com/AI_EnergyHub/status/2009580228981715172)  2026-01-09T10:57Z [--] followers, [--] engagements


"Quick $IREN snapshot Jan 2026: - Targeting $3.4B AI Cloud ARR by EOY - 3GW secured power (only 200MW committed so far massive runway) - 100% renewables = ESG + cost edge for hyperscalers Power remains the real moat in AI. Smart money sees it. #IREN"  
[X Link](https://x.com/AI_EnergyHub/status/2009602700732961057)  2026-01-09T12:26Z [--] followers, [---] engagements


"Scrolling the latest AI energy buzz. OpenAI & SoftBank just dumped $1B into SB Energy for multi-GW data centers (Texas site kicking off at 1.2GW). Screams demand for infra like $IREN's renew plays. Raw thoughts: AI's power hunger ain't slowing. Your take #IREN"  
[X Link](https://x.com/AI_EnergyHub/status/2010373446828478788)  2026-01-11T15:29Z [--] followers, [---] engagements


"$IREN : - 3GW Renew Power Moat: Locked & loaded for hyperscaler deals (MSFT vibes). - Pivot Mastery: From BTC mining to AI data centers ARR exploding per filings. - Funding Flex: $2.3B convertibles (Dec '25) = no quick dilution if converted high. - Site Ramp-Up: Horizon/Sweetwater energization could unlock massive scale. - Undervalued Edge: Trading like a meme but fundamentals scream upside"  
[X Link](https://x.com/AI_EnergyHub/status/2010413333564858618)  2026-01-11T18:07Z [--] followers, [---] engagements

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