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# ![@FransBakker9812 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1732263448640413696.png) @FransBakker9812 Frans Bakker

Iren Limited ($iren) has been making significant strides in the AI infrastructure space, recently doubling its AI GPU fleet to XXXXXX GPUs and securing a deal with FluidStack. The company's expansion plans, including a new data center in Texas, are underway, with construction accelerating at its Barber Lake site. Iren's growth in the AI sector has positively impacted its stock, with investors showing interest in its unique infrastructure-heavy, hardware-light approach.

### Engagements: XXXXXX [#](/creator/twitter::1732263448640413696/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1732263448640413696/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +74%
- X Months XXXXXXXXX +532%
- X Year XXXXXXXXX +1,921%

### Mentions: XX [#](/creator/twitter::1732263448640413696/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1732263448640413696/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +4.20%
- X Months XXXXX +200%
- X Year XXXXX +227%

### Followers: XXXXXX [#](/creator/twitter::1732263448640413696/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1732263448640413696/c:line/m:followers.svg)

- X Week XXXXXX +7.50%
- X Month XXXXXX +39%
- X Months XXXXXX +320%
- X Year XXXXXX +640%

### CreatorRank: XXXXXXX [#](/creator/twitter::1732263448640413696/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1732263448640413696/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1732263448640413696/influence)
---

**Social category influence**
[stocks](/list/stocks)  #3855 [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$iren](/topic/$iren) #14, [mining](/topic/mining) #880, [infrastructure](/topic/infrastructure) #266, [gpu](/topic/gpu) #402, [cipher mining](/topic/cipher-mining) #127, [$cifr](/topic/$cifr) #127, [over the](/topic/over-the) #3084, [instead of](/topic/instead-of) #1318, [canada](/topic/canada) #3474, [iren limited](/topic/iren-limited) #14

**Top accounts mentioned or mentioned by**
[@thekamahsutra](/creator/undefined) [@irenltd](/creator/undefined) [@metaplanetjp](/creator/undefined) [@litigiousdulce](/creator/undefined) [@atzaran3](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@umbisam](/creator/undefined) [@ericjackson](/creator/undefined) [@mikealfred](/creator/undefined) [@313ronnieb](/creator/undefined) [@agrippainv](/creator/undefined) [@alphatrader00](/creator/undefined) [@danroberts0101](/creator/undefined) [@trailinvest](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@proof_of_thermo](/creator/undefined) [@benemodi](/creator/undefined) [@jarronjackson4](/creator/undefined) [@alanbialo](/creator/undefined) [@amitisinvesting](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [Bitcoin (BTC)](/topic/bitcoin) [BlackRock Inc (BLK)](/topic/blackrock) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Morgan Stanley (MS)](/topic/morgan-stanley) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [TeraWulf Inc. (WULF)](/topic/terawulf) [Palantir (PLTR)](/topic/$pltr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb)
### Top Social Posts [#](/creator/twitter::1732263448640413696/posts)
---
Top posts by engagements in the last XX hours

"I'm going to taunt fate and say we are going higher next week. Trump will smoothen it out with Xi. CPI will be a nothing burger. $IREN closes convert on Tuesday and may announce a new GPU purchase. Nothing has fundamentally changed. This market is ready to rip higher. NFA GL&HF"  
[X Link](https://x.com/FransBakker9812/status/1976937645428425102) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-11T09:07Z 15K followers, 88.6K engagements


"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥"  
[X Link](https://x.com/FransBakker9812/status/1970083372530577452) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-22T11:10Z 15K followers, 176.4K engagements


"Yeah if you could do $IREN -XXX% during market hours instead of overnight and pre-market that'd be great. sincerely: options traders/owners/buyers/sellers 😤"  
[X Link](https://x.com/FransBakker9812/status/1978076412847292745) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-14T12:32Z 15K followers, 49.8K engagements


"I'm expecting revenues to hit the PnL in FY 2027. So that will be starting July 1st 2026. Save for potentially some bitcoin mining in the last weeks of June. (if they go that route). We're in a key moment in time where $IREN is probably very busy on multiple fronts to secure a absolute monster FY 2027. Horizon X should be the key in unlocking the next big leg up in the stock"  
[X Link](https://x.com/FransBakker9812/status/1979014353790865474) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T02:39Z 15K followers, XXX engagements


"52 Week Range: $XXXX - $XXXXX This is not a meme stock ladies and gentlemen. This is $IREN a next-generation data center company that utilizes XXX% renewable energy and hires locals veterans and the best people that Texas and Canada have to offer. Thank you for your attention to this matter"  
[X Link](https://x.com/FransBakker9812/status/1979124628619694533) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:57Z 15K followers, 19.3K engagements


"Anthony Lewis Macquarie Group Veteran and IRENs New Chief Capital Officer Professional Biography and Career at Macquarie Group (made with GPU's🤖) Anthony Lewis is a seasoned financial executive who spent XX years at Macquarie Group a leading global financial services and asset management firm. During his tenure at Macquarie (a company with a market cap over $XX billion and operations in XX markets ) Lewis held various senior roles in the Group Treasury division. He ultimately rose to become Co-Treasurer (Co-Head of Group Treasury) at Macquarie where he was responsible for the banks global"  
[X Link](https://x.com/FransBakker9812/status/1940045223121539396) [@FransBakker9812](/creator/x/FransBakker9812) 2025-07-01T13:50Z 14.8K followers, 13.3K engagements


"$IREN Full Roth Report: PT to $XX SOTP: Financials + outlook: Valuation: IREN Limited (IREN) We apply a sum-of-the-parts analysis making assumptions about the future power mix of IREN's power portfolio among self-mining AI Cloud and HPC colocation. We then heavily discount these figures back to account for visibility financing and execution risk in addition to incremental debt and stub equity. In aggregate we arrive at a combined mCap of $31B or $82/share which is our price target. Factors that could impede $IREN from reaching our price target include: changes in Bitcoin price changes in"  
[X Link](https://x.com/FransBakker9812/status/1970482597441470875) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-23T13:37Z 14.8K followers, 71.3K engagements


"$IREN rated a buy by @techstockpros on SA - IREN Limited doubled its AI GPU fleet to 23000 GPUs more than doubling its target of 10900 by year's end. - IREN's expansion primarily leverages Blackwell series Nvidia GPUs giving it a pricing edge and making us expect a fast-paced ARR growth for the AI Cloud business now estimated to be +$500M. - Theres little margin of safety at current levels if GPU deployment or utilization faces any hiccups; however we think any IREN stock pullback is a buying opportunity. - We are bullish about IREN stock in the near-to-mid term as we see more good news on"  
[X Link](https://x.com/FransBakker9812/status/1970800606542524811) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-24T10:40Z 14.8K followers, 45.9K engagements


"@TheKamaHsutra @Atzaran3 @litigious_dulce Corsicana is too small with or without mining buildings"  
[X Link](https://x.com/FransBakker9812/status/1977700271468765210) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-13T11:37Z 14.8K followers, 2179 engagements


"@MVanbrunsc47513 @eisokant @CoreWeave Come on that's not a real reply. You know what I mean"  
[X Link](https://x.com/FransBakker9812/status/1978496395045695590) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T16:21Z 14.9K followers, XXX engagements


"Why are $XX anon Why I know the answer stop calling $IREN"  
[X Link](https://x.com/FransBakker9812/status/1979252811935420531) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T18:26Z 15K followers, 13.3K engagements


"Don't worry friends. The stock =/= the company. $IREN may resemble a meme stock at times but days like will help us to stay humble and remember the best days are still ahead. Sunday we will have a space again with @litigious_dulce @TheKamaHsutra and @bitcoinbutcher1. 🫡"  
[X Link](https://x.com/FransBakker9812/status/1954963821761532408) [@FransBakker9812](/creator/x/FransBakker9812) 2025-08-11T17:51Z 14.9K followers, 15.7K engagements


"$IREN $225m ARR This Q Contracted Premarket loves it Iren breaks $XX. How do we feel bulls I say higher 😎🔥 Well done team @IREN_Ltd 🧡"  
[X Link](https://x.com/FransBakker9812/status/1975514500938744108) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-07T10:52Z 14.9K followers, 35.7K engagements


"That face you make when $IREN hits $XX in premarket"  
[X Link](https://x.com/FransBakker9812/status/1975521264895766973) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-07T11:19Z 14.9K followers, 60.9K engagements


"I mean it wasn't the first time we saw $IREN's logo next to $NVDA's. Strategic partners together in AI"  
[X Link](https://x.com/FransBakker9812/status/1975958966271373697) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-08T16:18Z 14.9K followers, 4590 engagements


"$IREN More Signs Pointing at MacKenzie Expansion IREN is now hiring specifically for AI/HPC at MacKenzie. According to Darylene there is an "exciting tech project" in MacKenzie. We can see in my post below that a 20MW expansion is planned for May 2026. But as we know Time To Compute (TTC) matters. So @IREN_Ltd is frontrunning the expansion by putting a team in place. IREN is in the middle of raising $1B for working capital. Wanna bet that some of that money will go to MacKenzie upgrades and GPU's 160MW today 210MW in the coming year(s). XX% GPUs XX% ASICs. Are you ready 🔥"  
[X Link](https://x.com/FransBakker9812/status/1976571576226071030) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-10T08:52Z 14.9K followers, 42.8K engagements


"Happy weekend $IREN fam From +8% to -X% on Friday I slept right through the noise. Know what you own and don't let a good crisis go to waste 😎 See you Sunday 9PM 🫡"  
[X Link](https://x.com/FransBakker9812/status/1976892293262328159) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-11T06:07Z 14.9K followers, 20.2K engagements


"Marco lays down some good old investment wisdom. I think it's time we have him on our $IREN space again 😎"  
[X Link](https://x.com/FransBakker9812/status/1978304206680244721) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T03:37Z 14.9K followers, 19.1K engagements


"$IREN Good Morning Bulls Good Mourning Bears"  
[X Link](https://x.com/FransBakker9812/status/1978371875802869898) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T08:06Z 14.9K followers, 37K engagements


"If you like options you surely didn't play this well. Exiting a hyper growth stock entirely during an aggressive rerating shows incompetence or at best the inability to trim. This dramatic way of announcing a complete exit seems more cope than anything else. I never saw your name before so I will take this at face value: not the flex you think it is"  
[X Link](https://x.com/FransBakker9812/status/1978381323225239661) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T08:43Z 14.9K followers, 14.4K engagements


"The CEO of Aligned Data Centers On Takeover: The new partners will help accelerate Aligned mission to empower the digital future and positions the company at the center of the next generation of AI infrastructure. Andrew will keep leading the company"  
[X Link](https://x.com/FransBakker9812/status/1978447000702984698) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T13:04Z 14.9K followers, 25.5K engagements


"This is my since inception (July 2023). XXX% is not incompetence your reading is probably closer to that. If you try to read again what I said I called his way of exiting + announcing it incompetence. I outperform him not only since inception YTD + 1Y as well. I really don't need to compare myself to him in terms of returns the way he has handled this in my opinion is not a flex. If you think it is and go post it you're misjudging this platform and I think that's incompetence"  
[X Link](https://x.com/FransBakker9812/status/1978498239251804404) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T16:28Z 14.9K followers, XXX engagements


"@mcF_dan @MVanbrunsc47513 @eisokant @CoreWeave "vertical integration" by paying 5-10x more than grid-connected power. If $ORCL has thin margins I can't imagine how $CRWV's are"  
[X Link](https://x.com/FransBakker9812/status/1978506166083674254) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T17:00Z 14.9K followers, XXX engagements


"@MVanbrunsc47513 @eisokant @CoreWeave Uh yes I was. That's the point. Since when can a software company build data centers Not since today they hired a guy a few months ago but this must be outsourced. Let's see who they will find to do this for them"  
[X Link](https://x.com/FransBakker9812/status/1978506435341218240) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T17:01Z 14.9K followers, XXX engagements


"@cryptonoobsauce @eisokant @CoreWeave The million dollar question. Nobody knows. Lack of inspiration"  
[X Link](https://x.com/FransBakker9812/status/1978643716257857572) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-16T02:06Z 14.9K followers, XXX engagements


"But then sign a bare-metal deal for 300MW. They are still in dire need to grow their core business. Thats why they used this to fundraise for that. I mean it's coming but that can be said for Iren on the infra/TOC side. Its not black and white mosr likely both will win. Iren on more capacity at bare metal rates. Nbis on less capacity at PaaS rates. Its just not a fight at all X different animals with some overlap"  
[X Link](https://x.com/FransBakker9812/status/1979094478616170810) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T07:57Z 14.9K followers, XXX engagements


"Just look in the mirror then And you know what this dip is being bought up in the pre-market. Will we see a repeat of last month OPEX Everyone fearful CPI hot market: pump it. Well no matter what this is just a blip. $IREN builds data centers that last decades surely we can take a XX% haircut from last week 😎"  
[X Link](https://x.com/FransBakker9812/status/1979114069920804881) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:15Z 14.9K followers, XXX engagements


"@alikidman I've been exercising $XX calls and arrived at $XXXX avg. The best is yet to come 😎🔥"  
[X Link](https://x.com/FransBakker9812/status/1979120319513133429) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:40Z 14.9K followers, XXX engagements


"This guy is smart read his thread and you will know why I don't respond to the OP anymore. We actually know now who OP is IRL I won't dox him but he should really consider if it's worth to fud $IREN and what his employer would think of that after investing $460m in $GLXY"  
[X Link](https://x.com/FransBakker9812/status/1978519378846003532) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T17:52Z 15K followers, 39.1K engagements


"Agree. And probably there is more power available in the coming years on that switch. The hardware of the switch can allow for even more than 1.4GW tapped but would probably need a new POI. I do truly believe it will be a campus and I think battery+solar are going to be incorporated. So maybe these X ingredients can even make for a more interesting mix. With or without disturbing/involving the anchors"  
[X Link](https://x.com/FransBakker9812/status/1978825504221180155) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-16T14:08Z 15K followers, XXX engagements


"$IREN @poolsideai Rexie boy I think it's time for a Poolside edition of Project Horizon. @eisokant will break ground in the coming XX days Not only did he steal our name he is trying to beat our energization date Rex we need your help pack the shovel and help us out"  
[X Link](https://x.com/FransBakker9812/status/1979114757853438209) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:18Z 15K followers, 16.3K engagements


"I just want to point out that $IREN is certainly able to get more signed contracts and predictable revenue. Let's go back a few months and realize that $NBIS was literally doing the same: projecting ARR for EOY 2025. Now IREN may be behind in this. But it can change overnight when they will get a bare-metal deal (that's their core business after all). So the comparison here is more: company A has already done what company B is aiming to do. But for that it has also received a significant MC upgrade. So to compare them right now is obviously beneficial for $NBIS but the revenues won't hit the"  
[X Link](https://x.com/FransBakker9812/status/1979493351234896300) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-18T10:22Z 15K followers, XXX engagements


"@eisokant @CoreWeave Lol what Eiso 2GW called Horizon Since when do you guys build data centers 😅"  
[X Link](https://x.com/FransBakker9812/status/1978463152972173498) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T14:09Z 15K followers, 8989 engagements


"@pepe_maltese 🎯 exactly this is how I would like to see it"  
[X Link](https://x.com/FransBakker9812/status/1978840776831377701) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-16T15:09Z 15K followers, XXX engagements


"@KampnerSam Aha yeah those I'm not invested in 😅"  
[X Link](https://x.com/FransBakker9812/status/1978857079986069705) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-16T16:14Z 15K followers, XXX engagements


"$CIFR Barber Lake Accelerating Since there's not a lot to report on $IREN I decided to take another look at Cipher's Barber Lake site. It is clear that they are accelerating the civil works and the main data center area is being graded at a rapid pace. For those of you that don't know much about this site here is a little bit of additional information. Barber Lake is a 138kV substation that has been on the parcel - currently owned by $CIFR - for years. What makes Barber Lake as a site so attractive is that not only that there is 300MW on the Barber Lake substation available today but there is"  
[X Link](https://x.com/FransBakker9812/status/1968875479961616816) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-19T03:11Z 15K followers, 237.4K engagements


"$IREN Massive news If this gives us a last dip before we run I'm a buyer. Will some of this money go to Horizon X GPU's Or do we think this is all for Canada 🤔 Bullish Accelerate 🔥🔥"  
[X Link](https://x.com/FransBakker9812/status/1975740865583747260) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-08T01:51Z 15K followers, 40.9K engagements


"@mikealfred Bernstein gave $IREN a $XX PT time for a revision"  
[X Link](https://x.com/FransBakker9812/status/1976627710622646301) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-10T12:35Z 15K followers, 5362 engagements


"Summary of Morgan Stanley AI/Tech Diffusion: The Non-Linear Rate of AI Improvement (Oct X 2025) Central Thesis Morgan Stanley argues that 2026 could deliver a non-linear step-change in large-language-model (LLM) capabilities as U.S. developers apply roughly XX more compute to frontier-model training. If existing scaling laws hold intelligence could roughly double igniting a broad re-pricing of assets tied to AI infrastructure energy minerals and non-reproducible physical assets. X Key Takeaways X Structural Framework X Why This Matters for $IREN Shareholders A. Positioning in the"  
[X Link](https://x.com/FransBakker9812/status/1976684560264871948) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-10T16:21Z 15K followers, 38.9K engagements


"I really like the way my watchlist is ordered. From these X I missed the train X times faded X openly (even mocked investing in it) and I own X. LFG $EOSE 🔥"  
[X Link](https://x.com/FransBakker9812/status/1977771910986453404) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-13T16:22Z 15K followers, 13.6K engagements


"@closenberger @TheLongInvest We need clowns like this to make a market. As actual long $IREN investor a -X% day means nothing to me. The sooner you forget about these guys the better your life will be. After being up 10x this year you think we feel humbled by a guy like this 🤣"  
[X Link](https://x.com/FransBakker9812/status/1978983622443995565) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T00:37Z 15K followers, 12.5K engagements


"Sure but we are speaking to someone who has called the top in $IREN for months. Especially for someone who calls himself "the long investor" he should consider that exact context. No hatred here to be honest I hardly ever see his posts I only see him when people call him out 😂"  
[X Link](https://x.com/FransBakker9812/status/1979011396282257475) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T02:27Z 15K followers, XXX engagements


"@MarioMu89037242 @LouBasenese $IREN has no X year depreciation schedule for anything. 10-20 years on land and data centers X years on GPUs X years on ASICs All straight line depreciation. At least this was the case last time I checked. Jim is applying the wrong metrics on purpose"  
[X Link](https://x.com/FransBakker9812/status/1979016876131831935) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T02:49Z 15K followers, XXX engagements


"@markswordz This is going to be one of our best spaces 🔥 Thanks for subscribing sir Mark my words $IREN to X digits within X earnings"  
[X Link](https://x.com/FransBakker9812/status/1979113261124419588) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:12Z 15K followers, 1314 engagements


"Well done you put a lot of effort into this. I really enjoy this style of debunking. That said I muted this guy a few months ago. I have lost the patience to converse with people that are unwilling to learn anything or even actually read it in the first place. I think WT is not a bear but a troll/hater. To me he is in the same camp as Rittenhouse who we learned has professional reasons to spread fud and lies about $IREN. I know we shouldn't wish for an echo chamber on here but some of these guys just don't deserve the attention. Nevertheless good post 👍"  
[X Link](https://x.com/FransBakker9812/status/1979457375309570213) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-18T07:59Z 15K followers, 2502 engagements


"$CIFR Barber Lake Update 🔥 Cipher Mining announced their August monthly update yesterday. The focus of this report was on Black Pearl which is currently bringing in almost XX% of the total BTC mined by the company. With all the focus on Black Pearl but a lot of buzz in the recent weeks about an imminent colocation deal for @CipherInc I took the liberty to go and have a look at their Barber Lake site and was not surprised with what I found. In the last X weeks earth works have commenced on the Barber Lake site. In the image we can see that at both locations (numbered X and 2) there are clear"  
[X Link](https://x.com/FransBakker9812/status/1963845402785956350) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-05T06:03Z 15K followers, 172.2K engagements


"$CIFR vs $WULF A Headline Comparison by ChatGPT Both Cipher Mining $CIFR and TeraWulf $WULF signed major 10-year high-performance computing (HPC) colocation deals with Fluidstack. Below is a clear comparison of the key aspects of these agreements: Hosting Capacity & Site Location: - Cipher Mining will provide XXX MW of critical IT load (supported by up to XXX MW gross capacity) at its Barber Lake data center site in Colorado City Texas. - TeraWulf in contrast is delivering 200+ MW of IT load (250 MW gross) at its Lake Mariner data center campus in western New York. TeraWulfs facility is"  
[X Link](https://x.com/FransBakker9812/status/1971187781842927955) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-25T12:19Z 15K followers, 94.2K engagements


"$IREN Do you want your logo on the top or bottom row "yes" This is it assert dominance. There is no second row"  
[X Link](https://x.com/FransBakker9812/status/1975912013961539716) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-08T13:11Z 15K followers, 117.3K engagements


"$IREN $XXX Million Convertible Senior Notes A summer by ChatGPT Transaction Overview - Principal amount: $XXX million (convertible senior notes due 7/1/2031) - Coupon: XXXX% - Conversion premium: +42.5% to $XXXXX per share (vs. $XXXXX reference price on Oct X 2025) - Initial conversion ratio: XXXXXXX shares per $1000 note - Maturity: July X 2031 - Settlement date expected: October XX 2025 - Optional upsizing: + $XXX million within XX days of issuance Capped Call Structure - Cap price: $XXXXXX per share ( XXX% above spot) - Purpose: Offsets dilution and/or excess cash payments if notes convert"  
[X Link](https://x.com/FransBakker9812/status/1976240245101252897) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-09T10:56Z 15K followers, 33.3K engagements


"$IREN is green ✅ Frans is red 🦞 LFG 🔥"  
[X Link](https://x.com/FransBakker9812/status/1976315215731138792) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-09T15:54Z 15K followers, 14.3K engagements


"$IREN Good Morning: $XX In Pre-Market Sources saying XX is imminent 👀"  
[X Link](https://x.com/FransBakker9812/status/1976560957787717873) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-10T08:10Z 15K followers, 40.6K engagements


"Does $IREN see $XX handle next week"  
[X Link](https://x.com/FransBakker9812/status/1976845933053985257) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-11T03:02Z 15K followers, 13.2K engagements


"Why $IREN Was Removed from the IBD XX (By ChatGPT) Key finding: IRENs removal from the IBD XX list in the week of October XX 2025 was almost certainly caused by its $XXX million convertible-note offering announced on October X not by performance or editorial rotation. X. Nature of the Event IREN issued X% convertible senior notes due 2031 raising $XXX million. Such convertible financings are treated by Investors Business Daily as corporate events that can temporarily disqualify a stock from eligibility in the IBD XX. X. Why IBD Excludes Companies After Large Offerings IBDs rule-based"  
[X Link](https://x.com/FransBakker9812/status/1977269894480581071) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-12T07:07Z 15K followers, 91.8K engagements


"Inspiring to see $IREN engaging directly with the next generation of Texas tech talent 💡 This week the team spent the day at Texas State Technical College West Texas connecting with students and sharing insights into the rapidly evolving world of AI infrastructure data centers and sustainable energy innovation. With projects expanding across the region and a growing demand for skilled technicians and engineers its exciting to see companies like @IREN_Ltd investing in local education and future workforce development. The future is bright and built right"  
[X Link](https://x.com/FransBakker9812/status/1978440309382971605) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T12:38Z 15K followers, 20K engagements


"US Hyperscale Data Center Market Industry Outlook & Forecast 2025-2030 Liquid Cooling Revolutionizes AI/ML Workloads in U.S. Data Centers The U.S. hyperscale data center market is projected to expand at a CAGR of XXXX% from 2024 to 2030 driven by AI ML and automation demands. Key trends include liquid cooling solutions for AI workloads which improve efficiency and reduce downtime risks. Significant investments are being made like $IREN's XX MW AI data center in Texas and Vantage's $XX billion Frontier Campus. Microsoft and Google are advancing energy-efficient technologies aiming for"  
[X Link](https://x.com/FransBakker9812/status/1978779681429291288) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-16T11:06Z 15K followers, 17.9K engagements


"$IREN Live Space 10/19 at 9PM ET Neocloud & Infrastructure everything from energy to racks to compute. This week we have a great line-up for you. @brianfry01 @bitcoinbutcher1 @KashRamki @litigious_dulce @TheKamaHsutra Will be recorded RSVP:"  
[X Link](https://x.com/FransBakker9812/status/1979020837392126294) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T03:05Z 15K followers, 54.2K engagements


"$IREN Thank you pre-market marauders😤"  
[X Link](https://x.com/FransBakker9812/status/1979112626950164562) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:09Z 15K followers, 25.1K engagements


"I see XX bookmarks I didn't hear no bell I called $XX and we are having a XX later tonight. Not parental advice. $IREN"  
[X Link](https://x.com/FransBakker9812/status/1979152409357422783) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T11:47Z 15K followers, 26.9K engagements


"@mikealfred Happy is an overstatement where is my last chance to buy $IREN below $XX 😤"  
[X Link](https://x.com/FransBakker9812/status/1979163430931304733) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T12:31Z 15K followers, 5845 engagements


"$IREN Not if but when. 2026-2027 then"  
[X Link](https://x.com/FransBakker9812/status/1979543941793149109) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-18T13:43Z 15K followers, 67.5K engagements


"Lease the GB and own the B. Max utilize existing air-cooled infrastructure with B's. Only build to GB spec what will allow for max Rubin CPX deployment eoy 2026. On top of that sign a IaaS deal where the contract takes care of the obsolescence. Alternatively keep colo as back up. The token economics will favor the large scale that Iren has planned to energize. Margins may compress during 2026 but will expand during 2027 and beyond especially if they will be able to add a software layer on top of their current bare metal but thats a bonus and not a moat"  
[X Link](https://x.com/FransBakker9812/status/1979566564153147450) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-18T15:13Z 15K followers, XXX engagements


"$IREN parties are the best parties anyway"  
[X Link](https://x.com/FransBakker9812/status/1979773852487168038) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-19T04:57Z 15K followers, 6393 engagements