# ![@Agrippa_Inv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1499280175376351235.png) @Agrippa_Inv 𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬

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

### Engagements: [-----] [#](/creator/twitter::1499280175376351235/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499280175376351235/c:line/m:interactions.svg)

- [--] Week [------] -94%
- [--] Month [---------] +63%
- [--] Months [---------] +259%
- [--] Year [---------] +136%

### Mentions: [--] [#](/creator/twitter::1499280175376351235/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499280175376351235/c:line/m:posts_active.svg)

- [--] Month [--] -6.30%
- [--] Months [---] +256%
- [--] Year [---] +67%

### Followers: [------] [#](/creator/twitter::1499280175376351235/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499280175376351235/c:line/m:followers.svg)

- [--] Week [------] +0.46%
- [--] Month [------] +14%
- [--] Months [------] +170%
- [--] Year [------] +312%

### CreatorRank: [---------] [#](/creator/twitter::1499280175376351235/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499280175376351235/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  75% [finance](/list/finance)  29.63% [cryptocurrencies](/list/cryptocurrencies)  19.44% [technology brands](/list/technology-brands)  10.19% [automotive brands](/list/automotive-brands)  1.85% [countries](/list/countries)  0.93% [currencies](/list/currencies)  0.93% [celebrities](/list/celebrities)  0.93%

**Social topic influence**
[$iren](/topic/$iren) #105, [$irens](/topic/$irens) #3, [$btc](/topic/$btc) 17.59%, [ai](/topic/ai) 9.26%, [growth](/topic/growth) 8.33%, [market](/topic/market) 7.41%, [bitcoin](/topic/bitcoin) 6.48%, [$groy](/topic/$groy) #6, [$msft](/topic/$msft) #281, [in the](/topic/in-the) 5.56%

**Top accounts mentioned or mentioned by**
[@irenltd](/creator/undefined) [@danroberts0101](/creator/undefined) [@fransbakker9812](/creator/undefined) [@ryanmdorsey23](/creator/undefined) [@thebigdegen](/creator/undefined) [@mi20483980476](/creator/undefined) [@sentinelflash](/creator/undefined) [@litigiousdulce](/creator/undefined) [@rexfinance](/creator/undefined) [@tophergotwifi](/creator/undefined) [@billhauck](/creator/undefined) [@thekamahsutra](/creator/undefined) [@imyjimmy](/creator/undefined) [@dollarcostavg](/creator/undefined) [@landoinvests](/creator/undefined) [@swishzilla](/creator/undefined) [@gnarleyjs](/creator/undefined) [@ilzmcfly](/creator/undefined) [@ethanlu2015](/creator/undefined) [@iren](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/$btc) [Gold Royalty Corp. (GROY)](/topic/$groy) [Microsoft Corp. (MSFT)](/topic/$msft) [CLEANSPARK INC (CLSK)](/topic/$clsk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Tesla, Inc. (TSLA)](/topic/$tsla) [TeraWulf Inc. (WULF)](/topic/$wulf) [Palantir Technologies Inc. (PLTR)](/topic/$pltr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Yesterday I published our first Radar Report on $GROY $GROY is one of the fastest-growing names in the gold-related equity space delivering over 100% YoY revenue growth in Q3. While $GROY isn't profitable yet I wouldn't be surprised if it ended up with $NVDA level net margins a few years from now. For the full breakdown of this hyper-growth stock (and the score I gave it) check out the new Radar Report. Shout-out to the following people who guessed the ticker correctly: 👇 @Bill_Hauck @markrsinclair @MelitonCarrillo @barakeliasi100 @norriswalker Ive just initiated a new starter position."  
[X Link](https://x.com/Agrippa_Inv/status/1996640831990645015)  2025-12-04T18:00Z 25.1K followers, 36.7K engagements


"Why I initiated a position in $NUAI $NUAI is a stock that has been on my radar since late November. Up until late last week I had completely written it off. I saw it as an extremely speculative story stock and wanted nothing to do with it. However my stance has changed over the past few days. Over the weekend I had a long discussion with my friend @litigious_dulce who shared a perspective that made me completely revisit the thesis and ultimately flip my view on the stock. Here is why I am bullish on $NUAI: One of the reasons I decided to enter a position is that Dulce himself has taken a"  
[X Link](https://x.com/Agrippa_Inv/status/2014059692041904480)  2026-01-21T19:37Z 25.1K followers, 142.3K engagements


"We recently released a new Radar Report on the fastest growing company I have ever seen: $REAX This real estate brokerage platform basically went from near $0 annual revenue in [----] to nearly $2b today a seemingly exponential rise. Even more interesting is the fact that the company has a market cap of just $775m implying an incredibly low valuation of [---] on a P/S basis. However there are some important caveats to the story which we break down in depth in our dedicated Radar Report available to Advanced (+) members on Substack. I would also like to announce that we are currently working on"  
[X Link](https://x.com/Agrippa_Inv/status/2016229695050653956)  2026-01-27T19:19Z 25.1K followers, 21.5K engagements


"$IREN securing sub 6% interest on $3.6b of GPU debt is VERY impressive. This ranks among the lowest interest rates for any neo-cloud or colocation provider. https://twitter.com/i/web/status/2019521618985513202 https://twitter.com/i/web/status/2019521618985513202"  
[X Link](https://x.com/Agrippa_Inv/status/2019521618985513202)  2026-02-05T21:20Z 25.1K followers, 71.3K engagements


"$IREN's exponential growth is something to behold. From $3.5m of monthly revenue in January [----] to nearly $80m in August [----] this company is on a generational run. The $MSFT deal alone will deliver around $162m of monthly revenue. Add a couple more hyperscaler deals on top and we could easily see $IREN make over $500m per MONTH as early as next year. This is real exponential growth. Of course revenues are not everything. A company has to be profitable for those revenues to matter. But with projected net income margins in the vicinity of 10% in the near term I'm confident $IREN will generate"  
[X Link](https://x.com/Agrippa_Inv/status/2013335724683145331)  2026-01-19T19:40Z 25.1K followers, 101.7K engagements


"@IREN_Ltd Props to CFO Anthony Lewis & the rest of the team on securing 6% interest on $3.6b of GPU debt. Very impressive"  
[X Link](https://x.com/Agrippa_Inv/status/2019528480086708695)  2026-02-05T21:48Z 25.1K followers, 37.9K engagements


"$IREN - Complete A-Z investment case In this post Ill cover why I expect this hyper-growth stock to crack $150 over the next [--] monthsrepresenting a gain of 1150% from its current price of $12 📈 I went All-In this stock and for good reason. 🧵"  
[X Link](https://x.com/Agrippa_Inv/status/1856779664502481080)  2024-11-13T19:22Z 25.1K followers, 746.8K engagements


"$IREN Q1 (FYQ3) Full Breakdown & Analysis (Deep Dive) In this post Ill cover everything new revealed in $IREN's recent Q1 earnings presentation (+ the follow-up CEO interview) and provide some much-needed context and insights. 🧵"  
[X Link](https://x.com/Agrippa_Inv/status/1924524041085264083)  2025-05-19T17:54Z 25.1K followers, 104.2K engagements


"According to the Financial Times lead times for large gas turbines are now sitting at [---] years more than DOUBLING since [----]. For the past [--] months I have seen plenty of $IREN critics try to diminish the company's massive secured power pipeline by claiming that other devlopers can simply build on-site energy generation (via gas turbines). Besides this being significantly more expensive to build and to maintain it now takes almost [--] years to even get your hands on the necessary equipment. $IREN's [--] GW power portfolio has never looked any better. 📈 $IREN $CIFR FT is fuming about power"  
[X Link](https://x.com/Agrippa_Inv/status/1998078876975575477)  2025-12-08T17:15Z 25.1K followers, 50.4K engagements


"@TheBigDegen $GROY has been doing quite well recently Happy for you my friend :) NFA though ;)) I just publish my research"  
[X Link](https://x.com/Agrippa_Inv/status/2014098122486546785)  2026-01-21T22:09Z 25.1K followers, [---] engagements


"It is very obvious that $IREN is about to sign new hyperscaler deals in the coming weeks and months. $IREN still has [---] MW (IT) up for grabs at its Childress campus representing 50% more capacity than the $MSFT deal as well as an additional [---] GW (gross) at its Sweetwater site which will be energized in April. In the current energy constrained market $IREN's negotiating leverage is growing by the day. But I do not believe the companys power capacity will stay idle for long. One advantage of $IREN's first hyperscaler deal that does not get talked about enough is the credibility boost that"  
[X Link](https://x.com/Agrippa_Inv/status/2015908874080158038)  2026-01-26T22:05Z 25.1K followers, 170.1K engagements


"Loved todays dip buying opportunity Trump nominated Kevin Warsh for the next Fed chair which seemed to spook the markets today. Interestingly Warsh has an atrocious track record having been on the wrong side of history many times. In [----] at the age of [--] Warsh became the youngest ever member of the Feds Board of Governors. Then during the Great Recession in [----] he was famously hawkish and worried about inflation. Remind you that was one of the only periods over the past [---] years where we had DEFLATION. Its quite hilarious how bad his track record is. In [----] he doubled down claiming that"  
[X Link](https://x.com/Agrippa_Inv/status/2017359680528621646)  2026-01-30T22:10Z 25.1K followers, 44.2K engagements


"Is $IREN going to announce a new deal tomorrow $IREN announced its deal with $MSFT a few days before its previous earnings call. Naturally a lot of investors expected the same pattern this time around. Yet here we are the day before earnings and nothing has been announced. Personally I never expected new deals to be announced the same way they were last time. Given $IREN's price action following the previous earnings call I was fairly sure management would change up their strategy. Either they announce a new deal independently of earnings meaning in the weeks before or after the call or they"  
[X Link](https://x.com/Agrippa_Inv/status/2019169722861056477)  2026-02-04T22:02Z 25.1K followers, 110.5K engagements


"$IREN price action post earnings release is nasty. The market seems to be throwing a tantrum over [--] things: no new hyperscaler deals being announced and a big miss versus analysts EPS expectations. 1) No new hyperscaler deal announcements is disappointing but with the Sweetwater site being energized in just a couple of months its clear to me that $IREN will sign a new deal at the latest by early Q2. 2) The EPS miss is irrelevant to me. All I care about is $IREN's future earnings power from its AI and HPC segment. $IREN's Q4 revenue still consisted primarily of mining operations which should"  
[X Link](https://x.com/Agrippa_Inv/status/2019532959548862602)  2026-02-05T22:05Z 25.1K followers, 178.5K engagements


"@Bill_Hauck"  
[X Link](https://x.com/Agrippa_Inv/status/1995925560149909956)  2025-12-02T18:38Z 25K followers, [----] engagements


"$GROY Radar Report: https://www.agrippa.investments/p/the-most-asymmetric-gold-bet-c5a https://www.agrippa.investments/p/the-most-asymmetric-gold-bet-c5a"  
[X Link](https://x.com/Agrippa_Inv/status/1996640835463504258)  2025-12-04T18:00Z 25.1K followers, [----] engagements


"Im in the same camo as you are. I like $GROY s growth trajectory & management seems quite competent but its business is still tied to gold prices at the end of the day and as you said gold is quite over-stretched at the moment. Partially for that reason Ive just initiated a small starter position in $GROY and treat it more of a speculative holding at this point. https://twitter.com/i/web/status/1997945598809456893 https://twitter.com/i/web/status/1997945598809456893"  
[X Link](https://x.com/Agrippa_Inv/status/1997945598809456893)  2025-12-08T08:25Z 25.1K followers, [---] engagements


"$IREN was recently featured in @TickerSymbolYOUs top [--] stocks list for [----]. For anyone who doesnt know him Alex has an extensive background in electrical engineering and data science and was one of the few people who saw the AI wave coming years before most. I still remember him being very bullish on $NVDA back in [--------] when the stock was trading below $20. Same story with $PLTR. he was early there as well. Hes also quite different from most finance YouTubers. Alex actually deeply understands the underlying technology that makes these companies great. So him picking $IREN as one of his"  
[X Link](https://x.com/Agrippa_Inv/status/2011528203731435751)  2026-01-14T19:57Z 25.1K followers, 104.1K engagements


"Just bought some $NUAI The new position now represents a little over 10% of my portfolio. I'll make another post in a couple of hours explaining the rationale behind the purchase. https://twitter.com/i/web/status/2013641114910101819 https://twitter.com/i/web/status/2013641114910101819"  
[X Link](https://x.com/Agrippa_Inv/status/2013641114910101819)  2026-01-20T15:53Z 25.1K followers, 89.7K engagements


"@TheBigDegen $GROY 😏"  
[X Link](https://x.com/Agrippa_Inv/status/2014084169744240725)  2026-01-21T21:14Z 25K followers, [----] engagements


"https://www.agrippa.investments/p/the-real-disruptor-of-the-housing-cd1 https://www.agrippa.investments/p/the-real-disruptor-of-the-housing-cd1"  
[X Link](https://x.com/Agrippa_Inv/status/2016229698783543300)  2026-01-27T19:19Z 25K followers, [----] engagements


"@DollarCostAvg @TheBigDegen @IREN_Ltd Name a neo-cloud / colo provider that has gotten lower rates excl converts"  
[X Link](https://x.com/Agrippa_Inv/status/2019636702785286400)  2026-02-06T04:58Z 25.1K followers, [---] engagements


"@LandoInvests The dip that kept on dipping 😂 I feel ya Lando. It looks like $IREN is on its way to recovery though"  
[X Link](https://x.com/Agrippa_Inv/status/2019834962451828895)  2026-02-06T18:05Z 25K followers, [---] engagements


"@swishzilla Id start questioning the thesis if $IREN doesnt delivery on the $MSFT capacity (missing deadlines or the delivery is sub-par). But at the moment I see that as low probability outcome"  
[X Link](https://x.com/Agrippa_Inv/status/2019837347609841946)  2026-02-06T18:15Z 25K followers, [---] engagements


"@gnarleyjs Whats your point 😂 $IREN is currently 170% above your price target of $16 & I dont think well re-visit that level ever. Have fun waiting"  
[X Link](https://x.com/Agrippa_Inv/status/2019839274921976182)  2026-02-06T18:23Z 25.1K followers, [---] engagements


"@investingluc @Whatever1872 Well said"  
[X Link](https://x.com/Agrippa_Inv/status/2020855353391366627)  2026-02-09T13:40Z 25.1K followers, [----] engagements


"@ssamsmit @ilzmcfly Half of that is already under contract to $CRWV"  
[X Link](https://x.com/Agrippa_Inv/status/2021325517148897739)  2026-02-10T20:48Z 25.1K followers, [---] engagements


"@mi20483980476 No "evidence" but still nailed the call. In fact $IREN got sub 6% lol"  
[X Link](https://x.com/Agrippa_Inv/status/2021425485935530269)  2026-02-11T03:26Z 25.1K followers, [---] engagements


"@mi20483980476 $IREN getting sub 6% interest while the sector is getting 9-10% isn't meaningless imo. Cost of capital is a big deal esp when your business model is deeply dependent on large CAPEX spending"  
[X Link](https://x.com/Agrippa_Inv/status/2021426605068058994)  2026-02-11T03:30Z 25.1K followers, [---] engagements


"Ive just initiated a new starter position. Tomorrow Ill be releasing our first Radar Report at Agrippa Investments on an interesting gold-related hyper-growth stock. Today I initiated a small starter position in the name given the quality of its fundamentals and the reasonable valuation at current prices. In tomorrows Radar Report Ill walk through the companys fundamentals and why I believe it has a very good shot at delivering a 10x over the coming [--] years which is the prerequisite for getting covered in my Radar Reports series. Can you guess what stock Im talking about Hint: its market cap"  
[X Link](https://x.com/Agrippa_Inv/status/1995919090951536775)  2025-12-02T18:12Z 25.1K followers, 57.7K engagements


"New $IREN Deep Dive Over the past couple of weeks Ive been working on a new deep dive laying out why $IREN is one of the best picks for [----]. The report covers $IREN's near term catalysts the companys fundamental setup and my newly updated $IREN price target. Spoiler: my new [----] price target is MULTIPLES above the current share price. I didnt just shoot in the dark for this PT. I modelled out what upcoming hyperscaler deals could look like using our proprietary tool then took the projected [----] earnings applied a reasonable forward PE multiple and backed into the [----] target. Honestly I"  
[X Link](https://x.com/Agrippa_Inv/status/2011170568905572506)  2026-01-13T20:16Z 25.1K followers, 104.3K engagements


"@EthanLu2015 @TheBigDegen Sweet $GROY certainly on a great run 📈"  
[X Link](https://x.com/Agrippa_Inv/status/2014098333799772239)  2026-01-21T22:10Z 25.1K followers, [---] engagements


"@CroConMedia @danielisdizzy Somehow with all of these tailwinds their gross margin still managed to nudge down QoQ. Might be just temporary noise but thats literally the opposite of pricing power. $NBIS software moat has yet to become visible on the P&L"  
[X Link](https://x.com/Agrippa_Inv/status/2022297902643573010)  2026-02-13T13:12Z 25.1K followers, [---] engagements


"July Portfolio Update: 70% YTD Portfolio Performance: Portfolio Composition: Assets / Shares: UPDATES 💡 Over the past month I made quite a lot of changes to my portfolio: - Sold all $TSLA shares at $250 - Sold all $CLSK shares at $16 - Went "all-in" $IREN I have taken my "sniper shot strategy" to a new extreme. The only asset I now hold besides $IREN is a single $BTC. My conviction in $IREN is now at an all time high. Similar to my $HIMS conviction last year when that stock was trading at $6. Usually I like a little diversification but I don't think $CLSK's valuation is justified RELATIVE to"  
[X Link](https://x.com/Agrippa_Inv/status/1819070514239099364)  2024-08-01T17:59Z 25.1K followers, 56.9K engagements


"Should $IREN start HODLing $BTC In this post Ill lay out my view on Hodling & if $IREN should pivot their "No HODL Stance". 🤔 Most people have a misconception of what hodling actually means. Hodling an abbreviation of the word holding refers to holding $BTC over the LONG TERM. The long term aspect is actually very relevant. Quite a few BTC miners are actually not really hodling even though they claim to do so. Miners such as $CLSK $BITF & $CORZ have a track record of selling significant portions of their hodl balances in the past - specifically during the last BTC bear market (2022). You may"  
[X Link](https://x.com/Agrippa_Inv/status/1823028185761452103)  2024-08-12T16:06Z 25.1K followers, 81.9K engagements


"My [--] cents on $IREN s Q4 results 🎆 👉 [--] EH/s fastest growing miner YTD 👉 [--] J/TH efficiency most efficient miner in history 👉 Poolside deal discontinued no AI deal announced 👉 [----] EH/s target increased to [--] EH/s fastest growing miner in history The focus of this EC definitely shifted towards the $BTC mining segment & I cant blame them. $IREN is killing it on that front. 🔥 Management reiterated their EOY goal of [--] EH/s & upgraded their efficiency guidance to [--] J/TH - which will reinforce $IREN s position as THE miner with the most efficient mining fleet. Regarding AI CEO"  
[X Link](https://x.com/Agrippa_Inv/status/1828951588297420891)  2024-08-29T00:23Z 25.1K followers, 14.6K engagements


"August Portfolio Update: 34% YTD Portfolio Performance: Portfolio Composition: Assets / Shares: Cashed-Out: UPDATES 💡 August has been a very volatile month for my portfolio to say the least. $IREN cratered by 40% before rallying up 50% from the bottom. Besides cashing out a tiny bit ($4000) I haven't made any material changes to my portfolio over the past month. Hindsight 20/20 I wish I scaled back in slower after selling out of $CLSK at $16 out of $TSLA at $250 and partially out of $IREN at $13.7 - I deployed most of the cash back in at at $10.6. MoM I'm down 21% while YTD I'm still up by"  
[X Link](https://x.com/Agrippa_Inv/status/1831000794251812886)  2024-09-03T16:06Z 25.1K followers, 39.2K engagements


"This is one of the worst $BTC mining rankings I have seen in a while 😂🤣 $IREN should clearly be number 1: - Fastest growing miner of all time (50MW / month) - Builds & operates all its own data centers (DCs) - Their DCs are of extreme high quality & have extremely high energy efficiency (PUE of 1.05) - Most efficient mining fleet in the industry - Some of the lowest electrity rates; 3-3.5c kWh at their TX sites - [--] debt & owns an enormous 1.4GW site There is no other $BTC miner that is currently keeping up with $IREN in terms of profitability & growth. But what bothers me the most about"  
[X Link](https://x.com/Agrippa_Inv/status/1851938744334426246)  2024-10-31T10:46Z 25.1K followers, [----] engagements


"Congrats on now having OFFICIALLY broken the record of being the $BTC miner with the most hash rate growth within [--] calendar year (previous record also held by $IREN 2023): 255% 👑 Achieving a MoM $BTC mining growth of 26.5% is also insane Great things to come. 📈"  
[X Link](https://x.com/Agrippa_Inv/status/1854165281838440625)  2024-11-06T14:13Z 25.1K followers, [----] engagements


"1) $IREN - Intro I believe that $IREN is THE stock to hold over the coming years as it is positioned at the center of the two strongest 'narratives' of this business cycle & bull market AI and Bitcoin. This small cap with a market cap of just $2.3 billion builds and operates data centers to support high-performance computing applications (HPC) such as $BTC mining and AI leveraging cheap renewable energy sources. @IREN was founded in the fall of [----] by the Australian brothers Will & Dan Roberts (@danroberts0101) and went public in November [----]. Based in Sydney the firm was established with a"  
[X Link](https://x.com/Agrippa_Inv/status/1856779670106038379)  2024-11-13T19:22Z 25.1K followers, 54.9K engagements


"3) $IREN's Infrastructure Portfolio After gaining extensive experience in the energy infrastructure sector the Roberts brothers launched $IREN with a clear focus: finding land with access to the cheapest available energy. Contrary to popular belief many renewable energy sources are often the most cost-effective forms of energy. This is in part because renewable energy typically generates electricity that must be consumed immediately as storage technologies are still insufficient (although $TSLA is slowly changing this). Without sufficient demand much of this energy goes to waste. In some"  
[X Link](https://x.com/Agrippa_Inv/status/1856779685117452725)  2024-11-13T19:22Z 25.1K followers, 41K engagements


"11) Valuation & Price Target I fully acknowledge that valuing a company like Iren is a challenging task involving significant nuance and ambiguity. BTC miners in general are difficult to value as much of their revenue and subsequent earnings depend on factors outside their control such as the BTC network hash rate and the price of Bitcoin. Nonetheless based on the extensive research I have conducted I will attempt to provide a valuation and present my H1 [----] price target for $IREN in this final section of the report. Valuation Comparison First however I want to demonstrate how cheap $IREN"  
[X Link](https://x.com/Agrippa_Inv/status/1856779739324977547)  2024-11-13T19:22Z 25.1K followers, 34.6K engagements


"12) Closing remarks I want to give a huge S/O to the following individuals who have helped me tremendously over the past few months by providing valuable insights and assisting with my research on this company through private discussions: @FransBakker9812 @TheKamaHsutra @litigious_dulce @benemodi @Umbisam @Brenno2332 @AlphaTrader00 @alanbialo @nanotitan28 I highly recommend anyone interested in $IREN to follow these fellas. Cheers ✌"  
[X Link](https://x.com/Agrippa_Inv/status/1856779743573479427)  2024-11-13T19:22Z 25.1K followers, 26.3K engagements


"Just finished writing my 5-6 page long DEEP DIVE into $IREN's recent earnings. Provided lots of context. I'm sure any share holder will get some value from it. Will upload it now 🔥 PS: $IREN's price action is beautiful todaymarket seems to be slowly waking up"  
[X Link](https://x.com/Agrippa_Inv/status/1861853474469933359)  2024-11-27T19:23Z 25.1K followers, 18.3K engagements


"Deep Dive on $IREN's Q1 FY25 (Q3 2024) Earnings Release 📈 In this post Ill dive into the highlights of yesterdays earnings release and provide my analysis of each noteworthy topic. The bottom line: Im very satisfied with the results; the bull thesis remains firmly intact. 👉 Financials No surprises here. We knew that Q3 would be a tough quarter for any $BTC mining company as it was the first full quarter post-halving. Nonetheless $IREN navigated this period quite well. Yes the company posted a net loss of $51.7 million which at first glance might look concerning. However keep in mind that"  
[X Link](https://x.com/Agrippa_Inv/status/1861860595470893108)  2024-11-27T19:52Z 25.1K followers, 40.6K engagements


"Why Investors Are Fleeing $CLSK and Rotating into $IREN 🔁 $CLSK is currently facing a significant identity crisis. They once branded themselves as the fastest-growing leanest $BTC miner in the industry. While they still attempt to position themselves this way its clear thats no longer the reality. $IREN has now surpassed them in both of these areas: Moreover @penny_ether recently made a great analysis on $CLSK's cash operating expenses growing in log-step with the companys hash rate (i.e. MW capacity). This means $CLSK is currently NOT achieving economies of scale in that aspect and it"  
[X Link](https://x.com/Agrippa_Inv/status/1864022717512507512)  2024-12-03T19:03Z 25.1K followers, 53.5K engagements


"November Portfolio Update: 125% YTD UPDATES 💡 November was a fantastic month. Portfolio composition once again stayed unchanged with the exception of having sold a few hundred shares (needed liquidity for lifestyle expenses). It seems that $IREN is finally receiving the well-deserved recognition it has earned. While we're not quite there yet (share price remains significantly undervalued imo) it's encouraging to see $IREN's relative strength compared to its peers. The long-awaited 're-rating' is slowly unfolding. The company's recent note offering is also the right move forward. This"  
[X Link](https://x.com/Agrippa_Inv/status/1864398101643186618)  2024-12-04T19:55Z 25.1K followers, 45.6K engagements


"Why Well-Executed Convertible Notes Are Vastly Superior to ATMs (Reply to @Rex_Finance) Convertible notes offer significantly more upside to shareholders than regular ATMs at similar levels of risk. In the current debt-hungry climate (enabling great terms for companies like $IREN $WULF etc.) raising capital via convertibles is a no-brainer. If the stock remains flat over five years bondholders will naturally opt to be repaid in cash as the shares would be issued at a strike price roughly 30% above todays price. But how could a company with no (or limited) cash flows like $CLSK repay that debt"  
[X Link](https://x.com/Agrippa_Inv/status/1866904948870615454)  2024-12-11T17:56Z 25.1K followers, 53.3K engagements


"$CLSK This aged like fine wine considering $CLSK just announced their $550 mill convertible note offering. 🍾 Since $CLSK will use the proceeds for business purposes (not to purchase $BTC) they seem to be going the $WULF / $IREN route. I think its definitely the right call & a no-brainer in this current debt-hungry environment which is *currently* enabling great terms for corporate borrowers. The alternative would have been doing more ATMs & thus diluting shareholders. I dont want to go too hard on @Rex_Finance but a couple of days ago he was VERY critical of this sort of strategynot just on"  
[X Link](https://x.com/Agrippa_Inv/status/1867577577059066328)  2024-12-13T14:29Z 25.1K followers, 36.6K engagements


"$IREN: Imminent Breakout Im getting increasingly confident that $IREN might get as high as $20 during the final weeks of THIS year. $IREN is currently in a multi-month long inverted-wedge pattern formation spanning back to early September. Breaking out to the upside of this formation requires significant momentum but given $IREN's strong fundamentals it *should* be very achievable. Today $IREN bounced beautifully off the middle trendline of this chart pattern a move often seen shortly before a breakout. While I believe most chart patterns are typically 50/50 in terms of breakout direction"  
[X Link](https://x.com/Agrippa_Inv/status/1868710136392695865)  2024-12-16T17:29Z 25.1K followers, 45.6K engagements


"This post aged like milk 🥛 At the time the setup looked pretty favorable to the upside. In hindsight I should have paid more attention to the rather weak volume $IREN had when bouncing off that trend line. 📉 I specified that IF we held the trend line a break-out and push towards $20 would get increasingly likely. Of course that didnt materialize and chances for a sell-off increased drastically once we broke that trend linewhich is what ended up happening. Doing short-term calls is a fool's game in some way. Markets especially over the short-term are incredibly unpredictable. Great traders"  
[X Link](https://x.com/Agrippa_Inv/status/1875639924973588744)  2025-01-04T20:26Z 25.1K followers, 27.3K engagements


"$IREN: Record-Breaking Hash Rate Growth In [----] $IREN achieved a new industry record for the fastest operating hash rate (EH/s) growth in a single year among $BTC miners surpassing 400%. Fun Fact: $IREN also held the previous one-year growth record with 350% in [----]. 🏆"  
[X Link](https://x.com/Agrippa_Inv/status/1878867682092568635)  2025-01-13T18:12Z 25.1K followers, 20.4K engagements


"$BTC Miners Market Share Comparison / $IREN Dominance In [----] $IREN achieved an impressive 230% growth in market share the highest among all public $BTC miners. 📈 $IREN achieved this remarkable market share growth by scaling its hash rate (EH/s) & $BTC production faster than any of its competitors. Since the $BTC halving in late April [----] most public $BTC miners have struggled to achieve positive production growth. In fact $IREN & $CLSK were the only miners to record production growth in [----]. At the beginning of [----] $IREN barely ranked within the top [--] public $BTC miners by production"  
[X Link](https://x.com/Agrippa_Inv/status/1880322562527314020)  2025-01-17T18:33Z 25.1K followers, 28.7K engagements


"Why DeepSeek is Not a Threat to $IREN but a Bullish Catalyst Before diving into why the DeepSeek story could serve as a strong tailwind for $IREN in the mid-to-long term I want to make one thing clear: I do not believe DeepSeek simply spent $6 million to develop its newly launched V3 & R1 models. There is ample evidence suggesting that China continues to access the latest GPU models by circumventing U.S. export restrictions through backdoor channels like Singapore or Malaysia. No Chinese company in the spotlight would ever openly admit to illegally evading these controls so DeepSeeks claim of"  
[X Link](https://x.com/Agrippa_Inv/status/1884674089786175840)  2025-01-29T18:44Z 25.1K followers, 44.4K engagements


"$IREN absolutely crushed it: $18.9 mill of net income for Q4 (Q2 FY 2025). 💥 They are the [--]. & most likely only $BTC miner to post POSITIVE operating income for this quarter excluding FASB gains. $IREN is the leanest & most efficient operator in the space. by far 👑"  
[X Link](https://x.com/Agrippa_Inv/status/1889792675282559151)  2025-02-12T21:44Z 25.1K followers, 41.9K engagements


"$IREN CEO @danroberts0101 just reiterated that pretty much ALL hyperscalers they are talking to are interested in 1+ GW campuses. I believe securing a [--] GW colo comes down to $IREN's execution on its [--] MW Horizon [--] project at Childress. I have no doubt they'll deliver ✅"  
[X Link](https://x.com/Agrippa_Inv/status/1889838416855998674)  2025-02-13T00:46Z 25.1K followers, 45K engagements


"@amitisinvesting $IREN quite easily. Leanest & fastest growing $BTC miner in history. Growing its production by another 50% by June. Massive MW portfolio of 3GW perfectly positioning them as an AI data center provider. Incredibly undervalued relative to its assets & growth trajectory 📈"  
[X Link](https://x.com/Agrippa_Inv/status/1892669740214104125)  2025-02-20T20:16Z 25.1K followers, 14.4K engagements


"$IREN is getting ridiculously cheap 🏷 At the current market cap of just $1.9b $IREN trades at a forward PS of just [---]. Relative to $IREN's growth trajectory this is incredibly cheap especially when accounting for: $IREN's [--] GW power & land portfolio $IREN's industry leading gross margins of 60-70% $IREN's very real AI/HPC potential The below assumptions are based on a $BTC price of $87k & a network hash rate of [---] (not including AI/HPC). 👇 Network hash rate might grow over the coming months but so will $BTC's price (likely substantially more). I dont think this is the end of the bull"  
[X Link](https://x.com/Agrippa_Inv/status/1894444828429033545)  2025-02-25T17:50Z 25.1K followers, 30.8K engagements


"$IREN February Investor Update: 🚨 "Horizon [--] development is progressing well with strong customer interest including single-tenant demand far exceeding its initial 75MW capacity. Customer workstreams are advancing through technical due diligence pricing negotiations and letters of intent (LOIs). We are actively assessing market conditions and exploring alternative capital sources including project financing for AI colocation opportunities." 💬 My Commentary: The fact that single-tenant demand exceeds 75MW strongly suggests a hyperscaler or large-scale cloud provider (e.g. CoreWeave Lambda"  
[X Link](https://x.com/Agrippa_Inv/status/1897641248304853441)  2025-03-06T13:31Z 25.1K followers, 21.9K engagements


"@IREN_Ltd These type of behind the scenes updates are very much appreciated Keep them coming 👏"  
[X Link](https://x.com/Agrippa_Inv/status/1898906642890056134)  2025-03-10T01:19Z 25.1K followers, [----] engagements


"@IREN_Ltd $IREN is quickly becoming a force to be reckoned with in the data center industry. There are only a handful of developers with 1GW of secured energy - let alone nearly 3GW The market is missing the forest for the trees with $IREN. In hindsight it will have been so obvious. 📈"  
[X Link](https://x.com/Agrippa_Inv/status/1901600140449759670)  2025-03-17T11:42Z 25.1K followers, 14.2K engagements


"This $IREN vs. $NBIS debate is starting to get ridiculous. Since you've reached some questionable conclusions let me clarify a few things. The idea that $IREN doesnt own its infrastructure while $NBIS somehow does is laughable. Yes $IREN has a multi-decade lease on its 50MW Prince George plot; however that makes up less than 2% of the companys 2.91GW land and power portfolio the overwhelming majority of $IREN's infrastructure is fully self-owned and developed from scratch (greenfield sites). On the other hand the infrastructure portfolio of $NBIS appears to be much more mixed. They fully own"  
[X Link](https://x.com/Agrippa_Inv/status/1904613602067439656)  2025-03-25T19:17Z 25.1K followers, [----] engagements


"@IREN_Ltd $IREN is well on its way of becoming one of the largest data center companies in the world. A single 2GW project alone is larger than most data center *markets* absolutely massive To put that into context; that 2GW site is equivalent to 7% of Spains total energy usage"  
[X Link](https://x.com/Agrippa_Inv/status/1917323781061693574)  2025-04-29T21:03Z 25.1K followers, [----] engagements


"$IREN is facing its most critical earnings call Tomorrow $IREN is arguably holding one of the most consequential earnings calls in the companys history. So far the market isnt buying $IREN's 'AI story' as evident by its valuation the [----] GW of secured energy is being heavily discounted & seen as having little value for the companys AI ambitions. Its time to change that. It goes without saying that $IREN will likely once again be the only Bitcoin miner with positive operating income this quarter. Im highlighting operating income specifically since that figure reflects the profitability of a"  
[X Link](https://x.com/Agrippa_Inv/status/1922355812485259340)  2025-05-13T18:18Z 25.1K followers, 53.8K engagements


"Amazing Q1 for $IREN 👏 Didnt expect anything less now for the [--]. quarter in a row the ONLY company mining $BTC profitably. Revenue: $148.1m Net Income: $24.2m Fastest-growing & most profitable entity in the space. No doubt the move into AI will be just as successful. 📈"  
[X Link](https://x.com/Agrippa_Inv/status/1922751578316083371)  2025-05-14T20:31Z 25.1K followers, 28.6K engagements


"$IREN is not a Bitcoin miner its one of the fastest growing data center companies in the world. Eventually everyone will understand this key distinction likely after the stock is already trading at much higher multiples"  
[X Link](https://x.com/Agrippa_Inv/status/1922755056371450085)  2025-05-14T20:45Z 25.1K followers, 29.5K engagements


"Im currently working on a massive deep dive on $IREN's Q1 (FYQ3) earnings. Despite muted investor sentiment theres a LOT to unpack. The deep dive will provide valuable context and key insights a must-read for any $IREN investor or anyone considering a position. Dropping Monday. Great things take time stay tuned"  
[X Link](https://x.com/Agrippa_Inv/status/1923054502136930508)  2025-05-15T16:34Z 25.1K followers, 17.9K engagements


"Had a great dinner last week with the $IREN team Spent a couple of hours speaking with $IREN's CCO Kent Draper mostly about the companys exceptionally strong positioning in the broader AI/HPC market. His depth of knowledge and sheer confidence were genuinely impressive. The $IREN team knows exactly what its doing. Theyre true disruptors of the traditional data center space. Also had the chance to visit $IREN's Texas sites Childress & Sweetwater [--]. What theyve built and where theyre headed is nothing short of remarkable. 📈"  
[X Link](https://x.com/Agrippa_Inv/status/1929579751796363330)  2025-06-02T16:43Z 25.1K followers, 31.1K engagements


"Initial Thoughts on $IREN's $500m Convertible Notes Offering It comes as no surprise that $IREN is raising more capital at this point as recently as [--] weeks ago I was highlighting this possibility in my EC breakdown. This offering effectively shuts off the current ATM for the time being. Given that $IREN is in hyper-growth mode and sitting on a goldmine i.e. its [--] GW land & power portfolio this raise was absolutely necessary. Its also far less dilutive than using the ATM at current share levels. I believe the time of aggressive dilution is over. Since $IREN is an operating cash flow machine"  
[X Link](https://x.com/Agrippa_Inv/status/1932828008441622762)  2025-06-11T15:51Z 25.1K followers, 36.2K engagements


"$IREN is easily the best hyper-growth stock right now especially at this valuation. 👉 173% YoY revenue growth 👉 181.4% YoY net income growth Net Margins = 16.3% & rapidly widening Absolutely MASSIVE pipeline ahead in the AI data center space. P/S ratio barely over [--] which is incredibly cheap considering the triple-digit growth (while being profitable). Tough for any stock to beat that"  
[X Link](https://x.com/Agrippa_Inv/status/1936072548426321989)  2025-06-20T14:44Z 25.1K followers, 62K engagements


"@alc2022 Feel free to get some inspiration from the [--] page long $IREN deep-dive I made a few months ago:👇 https://x.com/agrippa_inv/status/1856779664502481080s=46 $IREN - Complete A-Z investment case In this post Ill cover why I expect this hyper-growth stock to crack $150 over the next [--] monthsrepresenting a gain of 1150% from its current price of $12 📈 I went All-In this stock and for good reason. 🧵 https://t.co/mx4a7rqzZR https://x.com/agrippa_inv/status/1856779664502481080s=46 $IREN - Complete A-Z investment case In this post Ill cover why I expect this hyper-growth stock to crack"  
[X Link](https://x.com/Agrippa_Inv/status/1936766711799128528)  2025-06-22T12:42Z 25.1K followers, 35.7K engagements


"I get your criticisms on $IREN's share issuance but you can't deny that this dilution is accretive to shareholders. There is no doubt $IREN is one of the best capital allocators in this industry earnings growing substantially faster than dilution is testament to that. The argument that $BTC outperformed $IREN isn't really fair though. We all know that markets can be irrational for long stretches of time. $IREN had top tier execution over the past year. Did selling pressure from share issuance play a role in this underperformance Sure but in a perfect world the market would have recognized the"  
[X Link](https://x.com/Agrippa_Inv/status/1938931277274530132)  2025-06-28T12:03Z 25.1K followers, [----] engagements


"Dude what type of analyst brings up data from a short report that is [--] YEAR old. All while leaving out the DATE this info was published. The data you are displaying is totally off by now not just for $IREN but also for most of the other companies displayed in that table. Besides that the Culper report was an incredibly poorly researched hit piece that got a bunch of predictions wrong by now. Youd know that if you were up to speed with this industry. You got no shame man"  
[X Link](https://x.com/Agrippa_Inv/status/1939396167747399836)  2025-06-29T18:50Z 25.1K followers, [----] engagements


"@ericjackson $NVDA is already VERY aware of $IREN. Just got to trust me on that"  
[X Link](https://x.com/Agrippa_Inv/status/1940747896884023498)  2025-07-03T12:22Z 25.1K followers, [----] engagements


"🚨 $IREN just purchased 2.4k Blackwell GPUs (B200/B300) What most investors dont realize is that $IREN's GPU cloud is among the only ones capable of offering *air-cooled* B200/B300 GPUs at scale. Unlike the GB200/GB300 models which require extremely CAPEX-intensive liquid-cooled data centers (and carry higher OPEX as well) the B200 and B300 can be run in air-cooled environments *IF* your infrastructure is good enough. However most air-cooled data centers dont have the rack densities (i.e. cooling capabilities) to support these cost-effective Blackwell models. To deploy B300s effectively and"  
[X Link](https://x.com/Agrippa_Inv/status/1940756323831787769)  2025-07-03T12:55Z 25.1K followers, 139.4K engagements


"Lol where are you getting your "facts" from Are you really trying to say $IREN would be paying $7.5-$10c / kWh without curtailing in TX . come on man. $IREN barely curtails at all during autumn winter and spring months. It's very easy to fact-check that. Just compare their installed hash rate at the time (disclosed in press releases) against their operating hash rate for the month. During at least 8/12 months of the year $IREN curtails on average 5% of the time & during those months they regularly get electricity costs of sub $3 cents. If they wouldn't curtail those costs would probably be in"  
[X Link](https://x.com/Agrippa_Inv/status/1981472238801944944)  2025-10-23T21:26Z 25.1K followers, 10.4K engagements


"Ouh man 🤦🏻♂. I rarely read such "smart sounding" bad take. What you are failing to realize (or deliberately avoiding to point out) is that there are [--] different "orchestrations": Type [--] is the customer-facing stack: things like Kubernetes/Slurm/Ray model serving MLOps etc. Type [--] is the provider control plane: think of fleet provisioning isolation firmware/driver lifecycle metering/billing observability quotas/SLAs and incident handling. $IREN explicitly targets large enterprises that bring Type [--] themselves and usually demand bare-metal so they retain full control and portability. And"  
[X Link](https://x.com/Agrippa_Inv/status/1982534048187621505)  2025-10-26T19:45Z 25.1K followers, 316.2K engagements


"Why I Took a Break from X Many of my followers assumed my absence from X over the last couple of months meant I had retired after the massive gains on $IREN a stock Ive been all-in on since last year at a mid single-digit avg. entry price. That couldnt be further from the truth. Most of you know I was working on a new $IREN deep dive in early July. While writing it I realized I wanted to take it to the next level and fell down a rabbit hole that consumed a lot of my time. Hardly anyone publishes single-stock research on hyper-growth names with the rigor and attention to detail needed to truly"  
[X Link](https://x.com/Agrippa_Inv/status/1983958538914271740)  2025-10-30T18:05Z 25.1K followers, 137.6K engagements


"$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years doubters have argued that $IREN is just another $BTC miner or in recent months that they cant compete with the likes of $NBIS or $CRWV because they lack "software orchestration". Well it turns out that all of these doubts were severely mis-guided. Investors who did extensive research and analysis of the AI sector understood that it was always just a question of time not merely because $IREN "has the power" but because they have world-class engineers and a one-of-a-kind CTO"  
[X Link](https://x.com/Agrippa_Inv/status/1985308874086187441)  2025-11-03T11:31Z 25.1K followers, 154.2K engagements


"@IREN_Ltd @Microsoft Bravo 👏 Truly exceptional execution. From being a small cap $BTC miner that hardly anybody cared for a couple years ago to signing hyperscale cloud contracts. One of the best tech-based growth stories of the last decade 📈"  
[X Link](https://x.com/Agrippa_Inv/status/1985313219108372794)  2025-11-03T11:48Z 25.1K followers, 21K engagements


"$IREN just had one of the best earnings calls in the companys history. My expectations were pretty tame going into this earnings release since we already had the "big news" i.e. the $MSFT deal that announced earlier this week. However management really delivered in the Q&A section. Rarely have I seen a more transparent company. This company is a dream for analysts and investors who like to crunch the numbers. Todays Q&A session was arguably the best one the company has ever held. There was lots of commentary on colocation vs. cloud risk-adjusted returns and how management thinks about"  
[X Link](https://x.com/Agrippa_Inv/status/1986575711457419503)  2025-11-06T23:25Z 25.1K followers, 139.3K engagements


"@rreddi True I havent included the prepayment in the $4b figure but Id think that capital will become available shortly before $IREN makes the first GPU related payments. Not sure on the exact timing on the prepayment for sure by Q1 2026"  
[X Link](https://x.com/Agrippa_Inv/status/2001756877659738345)  2025-12-18T20:50Z 24.9K followers, [----] engagements


"@RHouseResearch @BigTechPod Wait so you are bullish $CRWV but bearish $IREN"  
[X Link](https://x.com/Agrippa_Inv/status/2010082166064198127)  2026-01-10T20:11Z 25K followers, [----] engagements


"@Udi_Z Yup thats an entirely fair point. Im also weary of the risks. But given the stage we are at right now I think the investment case for $NUAI is quite asymmetrical"  
[X Link](https://x.com/Agrippa_Inv/status/2014079312429826133)  2026-01-21T20:55Z 24.7K followers, [----] engagements


"Dont have a strong opinion on $SLNH to be honest. Their track record has been quite disappointing to say the least. While $NUAI also doesnt have much to show for they at least got a unique & wuite relevant background in the gas industry + got PDI onboard whose track record stands on its own. That said at this point at the cycle I wouldnt count out (short) $SLNH . https://twitter.com/i/web/status/2014081342904938659 https://twitter.com/i/web/status/2014081342904938659"  
[X Link](https://x.com/Agrippa_Inv/status/2014081342904938659)  2026-01-21T21:03Z 24.7K followers, [----] engagements


"@l_bin Over the coming weeks. Already started it but will take some more time since $IREN earnings are next week which have priority"  
[X Link](https://x.com/Agrippa_Inv/status/2016234778194841698)  2026-01-27T19:40Z 25K followers, [----] engagements


"@snfuenza Yeah the drop in silver / gold would have happened one way or another. It was pretty obvious given their parabolic price action in recent weeks. That said I think the fed nomination added fuel to the fire"  
[X Link](https://x.com/Agrippa_Inv/status/2017576260940034050)  2026-01-31T12:30Z 24.7K followers, [---] engagements


"@StockPickingCom @boring_invest Makes sense Im all here for it :)"  
[X Link](https://x.com/Agrippa_Inv/status/2017577148375052322)  2026-01-31T12:34Z 24.7K followers, [---] engagements


"@GenusZach @JeppeDannow Hahah no wayyy. Same here 😂 These are literally the [--] contracts I hold lol"  
[X Link](https://x.com/Agrippa_Inv/status/2017577437735903273)  2026-01-31T12:35Z 24.7K followers, [---] engagements


"Well my comment on earnings being moved forward is more so reflecting on the fact that $IREN's Q4 call last year was towards the end of Feb not the start. On a QoQ basis sure not much changed but we also got a deal announcement in November. Then again I acknowledge that it's possible for $IREN having moved its earnings schedule forward permanently due to the domestic issuer status change. That's a very fair point. Anyways fingers crossed management can deliver on a few fronts. https://twitter.com/i/web/status/2019193628430827957 https://twitter.com/i/web/status/2019193628430827957"  
[X Link](https://x.com/Agrippa_Inv/status/2019193628430827957)  2026-02-04T23:37Z 25K followers, [----] engagements


"@Marc_750 Yes technically this is the Q2 (FY) call for $IREN. Last year this EC was held a week later"  
[X Link](https://x.com/Agrippa_Inv/status/2019198254479732929)  2026-02-04T23:55Z 25K followers, [----] engagements


"There are [--] major flaws in your $IREN model: 1) Your CAPEX sequencing is off. With the initial [--] year deal you are assuming that 100% of CAPEX occurs in year [--] with a [--] year delay until revenues kick in. In reality CAPEX cash outflows (especially GPUs) happen in phases and occur just weeks prior to revenue generation. IRR is very time sensitive so wrongfully assuming a [--] year gap between outflows & inflows does skew the results. 2) Your data center depreciation schedule is off. You modelled [--] identical deals back to back and assumed full depreciation by the end of year [--]. In reality these"  
[X Link](https://x.com/Agrippa_Inv/status/2002408870396740085)  2025-12-20T16:00Z 25.1K followers, 41.6K engagements


"@SicVanders @DovySimuMMA Joanna with down-syndrome"  
[X Link](https://x.com/Agrippa_Inv/status/1675960370475802625)  2023-07-03T20:11Z 25.1K followers, [----] engagements


"Just purchased 5.5k additional shares of $CLSK ✅ Total shares: 24.3k $CLSK at these prices is like picking up money off the street 💰 just too easy"  
[X Link](https://x.com/anyuser/status/1780603541847187697)  2024-04-17T14:25Z 25.1K followers, 25.3K engagements


"@DocBorelli @SharpFootball @elonmusk Clear inside job. Parts of Trumps secret service team are compromised"  
[X Link](https://x.com/anyuser/status/1812276947579539629)  2024-07-14T00:04Z 25.1K followers, 29.8K engagements


"$IREN CEO @danroberts0101: "2 hours ago we got an email from a trillion dollar hyperscaler that said: 'we weren't interested in Sweetwater (the [---] GW site) and now they are'." 🔥"  
[X Link](https://x.com/anyuser/status/1861547597812346885)  2024-11-26T23:08Z 25.1K followers, 114K engagements


"@IREN_Ltd Electricity rates of sub $3 c/kWh is actually insane. October being revised down to just $2.42 c/kWh (thanks to receiving credits) is even more impressive. This handily beats $CIFR s $2.72 c/kWh. At this pace $IREN is quickly becoming a cash flow machine. 💸"  
[X Link](https://x.com/anyuser/status/1865015501052604445)  2024-12-06T12:48Z 25.1K followers, [----] engagements


"The US is extremely short on power yet some companies have plenty of it 🤷🏻♂ $IREN is one of the best-positioned companies to capitalize on the ongoing paradigm shift in AI compute demand"  
[X Link](https://x.com/anyuser/status/1920516975576363308)  2025-05-08T16:31Z 25.1K followers, 17.8K engagements


"$IREN Q1: General Thoughts 💭 (4/4) In all honesty my initial reaction after the earnings call was a bit muted. I think management sold itself a little short a common theme with this team. Their unofficial motto really is: under-promise over-deliver. However the follow-up interview by @McnallieM with @danroberts0101 was fantastic. It did a great job filling in the blanks as Dan Roberts provided meaningful color on $IREN's AI/HPC progress. Once again congrats on a great interview @McnallieM & @cazenove_uk I highly encourage anyone who hasnt seen it yet to check it out. Overall I firmly believe"  
[X Link](https://x.com/anyuser/status/1924524061952245862)  2025-05-19T17:54Z 25.1K followers, 12.6K engagements


"$IREN Simply Wall Street "Fair Value" price target: $92 After $IREN's stellar Q1 earnings last week with over 170% YoY revenue growth and 16% net margins price targets are being upgraded across the board. I remember when @simplywallst had a price target below $5 not that long ago. Great things to come 📈"  
[X Link](https://x.com/anyuser/status/1925221355433189747)  2025-05-21T16:05Z 25.1K followers, 77.7K engagements


"@TheRonnieVShow $IREN most compelling hyper-growth stock out there 📈"  
[X Link](https://x.com/anyuser/status/1936519293556142216)  2025-06-21T20:19Z 25.1K followers, [----] engagements


"@Mr_Derivatives $IREN will have many pumps to come. People who understand the disruptive nature of this company realize that this is an easy long-term hold with incredible upside"  
[X Link](https://x.com/anyuser/status/1937524182537109527)  2025-06-24T14:52Z 25.1K followers, 21K engagements


"@IREN_Ltd $IREN is building an AI/HPC empire one step at a time. Great things to come 📈"  
[X Link](https://x.com/anyuser/status/1938353749459644516)  2025-06-26T21:48Z 25.1K followers, [----] engagements


"@IREN_Ltd Bravo Exactly what $IREN needs right now Brilliant move 👏"  
[X Link](https://x.com/Agrippa_Inv/status/1940021436216664336)  2025-07-01T12:15Z 25.1K followers, [----] engagements


"@IREN_Ltd Expecting the majority of this new capacity to be pre-leased before it goes live (fully installed). Exciting news 🔥"  
[X Link](https://x.com/Agrippa_Inv/status/1940749078985691385)  2025-07-03T12:26Z 25.1K followers, [----] engagements


"@danroberts0101 Most people dont understand how big of a deal 200kW rack density is. Truly best-in-class Very proud $IREN shareholder 🔥"  
[X Link](https://x.com/anyuser/status/1948874200409620767)  2025-07-25T22:33Z 25.1K followers, 27.3K engagements


"$IREN's share price Ive read many different takes on why $IREN is supposedly on this downward trajectory. Some claim its due to $BTC weakness others say its just distress in the AI sector. Either way a large number of $IREN shareholders do seem concerned and wonder if we have already put in a long-term top. In this post Ill unpack all of it & provide you with my take on $IREN's recent share price performance. First of all even though Bitcoins price action has been disappointing over the past couple of months I doubt it has had a significant impact on $IREN's share price performance. Yes $IREN"  
[X Link](https://x.com/Agrippa_Inv/status/1989431039337402675)  2025-11-14T20:31Z 25.1K followers, 238.7K engagements

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