[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @FransBakker9812 Frans Bakker Iren Limited ($iren) has been making significant strides in the AI infrastructure space, recently doubling its AI GPU fleet to XXXXXX GPUs and securing a deal with FluidStack. The company's expansion plans, including a new data center in Texas, are underway, with construction accelerating at its Barber Lake site. Iren's growth in the AI sector has positively impacted its stock, with investors showing interest in its unique infrastructure-heavy, hardware-light approach. ### Engagements: XXXXXX [#](/creator/twitter::1732263448640413696/interactions)  - X Week XXXXXXX +315% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +820% - X Year XXXXXXXXXX +1,527% ### Mentions: XX [#](/creator/twitter::1732263448640413696/posts_active)  - X Week XX no change - X Month XXX -XX% - X Months XXXXX +208% - X Year XXXXX +207% ### Followers: XXXXXX [#](/creator/twitter::1732263448640413696/followers)  - X Week XXXXXX +2.10% - X Month XXXXXX +9.80% - X Months XXXXXX +390% - X Year XXXXXX +611% ### CreatorRank: XXXXXXX [#](/creator/twitter::1732263448640413696/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3931 [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$iren](/topic/$iren) #7, [the first](/topic/the-first) 5.88%, [$msft](/topic/$msft) #4, [ai](/topic/ai) 3.92%, [$nuai](/topic/$nuai) #4, [$krknf](/topic/$krknf) #38, [$dgxx](/topic/$dgxx) #9, [$1632b](/topic/$1632b) #1, [$5443m](/topic/$5443m) #1, [$2277m](/topic/$2277m) #1 **Top accounts mentioned or mentioned by** [@jiahanjimliu](/creator/undefined) [@shawnli_real](/creator/undefined) [@landoinvests](/creator/undefined) [@markosaaig](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@irenltd](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@stocktrader989](/creator/undefined) [@ibkr](/creator/undefined) [@billions777888](/creator/undefined) [@frostbyte123456](/creator/undefined) [@atzaran3](/creator/undefined) [@drjebaim](/creator/undefined) [@evolamtrades](/creator/undefined) [@thetechinvest](/creator/undefined) [@agrippainv](/creator/undefined) [@ejose28](/creator/undefined) [@chickbailes](/creator/undefined) [@shawnlireal](/creator/undefined) [@jarronjackson4](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Citigroup Inc (C)](/topic/citigroup) [Goldman Sachs (GS)](/topic/goldman-sachs) [Bloom Energy Corporation (BE)](/topic/$be) ### Top Social Posts Top posts by engagements in the last XX hours "$IREN I dont think the market fully understands that the Vera Rubin era will mark the beginning of a major inflection point for AI cloud companies that own and operate their own data centers. As token output per megawatt increases exponentially the power demand (TDP) per GPU is rising faster than the price per GPU. The logical consequence is that the GPU cost per megawatt of deployed capacity will decrease relative to both the token output and the total cost of building and operating a megawatt of infrastructure. In other words each megawatt becomes dramatically more productive while the" [X Link](https://x.com/FransBakker9812/status/1991350835708665972) 2025-11-20T03:40Z 19.6K followers, 244K engagements "@TheTechInvest Nowhere in the world is 1400MW grid-connected power coming online at a single site & single substation in 2026" [X Link](https://x.com/FransBakker9812/status/1996601577553952770) 2025-12-04T15:24Z 19.6K followers, 213.8K engagements "My current long stocks in order of portfolio allocation %: $IREN $EOSE $NUAI $KRKNF $CIFR $OSCR $DGXX $POET I have mostly diversified because it makes me able to buy more IREN. @IBKR concentration house rules are the worst" [X Link](https://x.com/FransBakker9812/status/1996760161046663183) 2025-12-05T01:54Z 19.6K followers, 34.3K engagements "$IREN Announces Pricing of Ordinary Shares Offering to Fund the Repurchase of Convertible Notes ➡ IREN priced a registered direct offering of 39.7M shares at $XXXXX raising $1.632B in gross proceeds. ➡ IREN priced repurchases of $544.3M principal of existing convertibles: $227.7M of 2030 notes = XXXX% of original $316.6M of 2029 notes = XXXX% of original Total repurchase consideration: $1.6324B (including accrued interest). ➡ The repurchased notes will be extinguished and will no longer be convertible into shares (subject to closing). ➡ IREN priced $1B of XXXX% 2032 notes and $1B of 1.00%" [X Link](https://x.com/FransBakker9812/status/1996179511159750916) 2025-12-03T11:27Z 19.6K followers, 185.7K engagements "$IREN Childress in HD 11/29/2025 With all the news from the offering you almost forget what the money is being used for. Here is a pretty darn good satellite image from Childress last Saturday. Notable mentions: - New access road on the east (split the site in half) - Parking lot next to the office being turned into a new building - Horizon X accelerating concrete slabs complete well shadow visible liquid-cooling plant in motion. - Lots of small details to see have fun. Made possible by my subscribers special mention @HArctander for editing the TIF" [X Link](https://x.com/FransBakker9812/status/1996191817683906992) 2025-12-03T12:16Z 19.6K followers, 41.6K engagements "$IREN Adds XXX Acres to Sweetwater X In a recent filing a XXX acres tract was bought from the Paden family. This tract was originally part of the reinvestment zone as proposed and approved by the Fisher County Hospital Board. (see more here: After selling XX acres to Lone Star a few weeks ago: The complete site once marked as 1300 acres will now go over 1400 acres as: 1300 XX + XXX makes 1426 acres. If we deduct XX acres as unsuitable to build on because of the Bull Creek meandering through the site we still end up with XXX acres for every XXX MW of gross capacity. This is a very rich ratio" [X Link](https://x.com/FransBakker9812/status/1996405483570139644) 2025-12-04T02:25Z 19.6K followers, 48.1K engagements "$IREN Sweetwater X Starts Siteworks On 2nd Tract After spotting the new building near Bull Creek last week today we saw that @IREN_Ltd started to grade the ground of the tract on the other site of the FM611 as indicated by the arrow. Will we see the first data centers here 👀" [X Link](https://x.com/FransBakker9812/status/1996979903791575427) 2025-12-05T16:28Z 19.6K followers, 29.8K engagements "$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥" [X Link](https://x.com/FransBakker9812/status/1970083372530577452) 2025-09-22T11:10Z 19.6K followers, 209.3K engagements "$IREN Just woke up to the news of the offering. Have to dig into this but so far the potential terms seem decent. In this offering Citigroup Global Markets Inc. Goldman Sachs & Co. LLC and J.P Morgan Securities LLC will act as our placement agents (each in such capacity a placement agent and together the placement agents) with respect to our ordinary shares offered by this prospectus supplement. Wow. JPM back at the table" [X Link](https://x.com/FransBakker9812/status/1995680340237549768) 2025-12-02T02:24Z 19.6K followers, 55.3K engagements "Adding $IREN Dec12 bull puts $40/$30 on this dip for ants. Being conservative after my $XX burn from November ☝ Good luck bulls" [X Link](https://x.com/FransBakker9812/status/1995868869962203474) 2025-12-02T14:53Z 19.6K followers, 27.9K engagements "I'm not sure. But I believe that with all things $IREN does they are giving us the low end expectation. This includes 19K GPU's per 50MW IT 75MW gross load for 50MW IT but also $2.5bn of "Estimated GPU financing through 2026". Now I read this again I'm pretty sure that this will not just be more but it will be throughout 2026. Which means that IREN can focus as the OP said on BC and Sweetwater X first" [X Link](https://x.com/FransBakker9812/status/1995875773228404850) 2025-12-02T15:20Z 19.6K followers, 3298 engagements "Ok we actually held $XX today. Will see if this needs some DCAing today 😬" [X Link](https://x.com/FransBakker9812/status/1996019843439755344) 2025-12-03T00:53Z 19.6K followers, 3040 engagements "@Ofek_l17 No clue batteries are hot $BE did well too" [X Link](https://x.com/FransBakker9812/status/1996717575191797973) 2025-12-04T23:05Z 19.6K followers, XXX engagements "it sucks I am planning to move over shares to another broker to get around this problem. It's absolutely retarded that when you have 20x your excess liquidity in unrealized gains but they don't care and tax you more than XXX% on shares that are up over 4.5x. Typical tradfi boomer mindset" [X Link](https://x.com/FransBakker9812/status/1996762569537667174) 2025-12-05T02:04Z 19.6K followers, XXX engagements "No you have a great porfolio. I can't be XXX% $IREN because my broker would liquidate me the moment I buy shares on margin. I would need to keep adding cash everytime which defeats the purpose of having a margin account in the first place. The reason I do the (bi) weekly put spreads is so I can generate cashflow to stretch my margin further and being ALLOWED to exercise my calls that are big time ITM" [X Link](https://x.com/FransBakker9812/status/1996771844842496142) 2025-12-05T02:41Z 19.6K followers, 1228 engagements "@Tiger_Strat @IBKR Nice one I'm sure you could let at least a part run yeah. From what I've heard there is still a lot of upside though. @litigious_dulce and @KashRamki are in good contact with the company they are hosting a space Monday maybe good for you to attend" [X Link](https://x.com/FransBakker9812/status/1996819088044351898) 2025-12-05T05:49Z 19.6K followers, XXX engagements "@MarckPam @jiahanjimliu @MarkosAAIG On the dilution I would say: If the placement was in fact done to long only holders and/or hypers then we won't really feel it on the open market since they will probably lock it up for 5+ years anyway" [X Link](https://x.com/FransBakker9812/status/1996860468041003289) 2025-12-05T08:33Z 19.6K followers, XXX engagements "@ShawnLi_real @jiahanjimliu @MarkosAAIG @BagelC47 I'm not so sure if an ATM is better. The overhang on the stock for months on end isn't exactly favorable either for bulls" [X Link](https://x.com/FransBakker9812/status/1996861478281138316) 2025-12-05T08:37Z 19.6K followers, XXX engagements "@u_apsatar @jiahanjimliu @MarkosAAIG Correct. X an X are relatively easy once you get the design and the expertise from Childress working in SW1. X is probably something that can ramp up over the course of 2026 into 2027 so I think that will work itself out and SW1 is more favourable than Childress in this regard" [X Link](https://x.com/FransBakker9812/status/1996862046106014169) 2025-12-05T08:39Z 19.6K followers, XXX engagements "@LandoInvests @jiahanjimliu @MarkosAAIG I don't think I've said that. But I do think there will be very little players that can deploy them at scale in the first X months of release. I think $NVDA would rather see them deployed than stored at $MSFT" [X Link](https://x.com/FransBakker9812/status/1996967500299309344) 2025-12-05T15:38Z 19.6K followers, XXX engagements "@DrJebaim @IBKR I think $DGXX $KRKNF and $NUAI have a lot of legs" [X Link](https://x.com/FransBakker9812/status/1996969658390306873) 2025-12-05T15:47Z 19.6K followers, XXX engagements "@LandoInvests @jiahanjimliu @MarkosAAIG I think $NVDA will choose the companies that can deploy them. Who knows what standing $IREN has with $NVDA in XX months from now I am confident they will be able to get them if they have VR-R data centers" [X Link](https://x.com/FransBakker9812/status/1996978721920897081) 2025-12-05T16:23Z 19.6K followers, XXX engagements "@EvolamTrades @IREN_Ltd I think they will finish it in the middle of 2028" [X Link](https://x.com/FransBakker9812/status/1996989585788682734) 2025-12-05T17:06Z 19.6K followers, 1578 engagements "@kostis_theodo I think that's way too high. B200 will not run at $IREN in TX full stop. $IREN isn't going to do liquid cooling like 5C/Pegatron is doing in TX for these chips. I would really recommend to add Vera Rubins in your calculations and remove the super cluster fee for $MSFT" [X Link](https://x.com/FransBakker9812/status/1997332789516280038) 2025-12-06T15:50Z 19.6K followers, XXX engagements "The most important topic of the space last night was the revelation of the critical IT load for the $MSFT contract that $IREN secured. Everyone assumed it was 200MW because this number was mentioned in conjunction with the deal. However if you read the two paragraphs again you will find that there is nothing that states the deal is in fact for said 200MW. We start to draw this conclusion after @litigious_dulce learned about the SemiAnalysis footnote that stated @IREN_Ltd would only be using 170MW of Critical IT load for the deal: We already knew the GPU count was on the low end compared to" [X Link](https://x.com/FransBakker9812/status/1997991250520047653) 2025-12-08T11:26Z 19.6K followers, 24.4K engagements "$IREN priced a registered direct offering of 39699102 shares at $XXXXX raising $1.632B to fund the repurchase of existing 2029/2030 notes. Repurchases priced: $316.6M of 2029 notes ( XXXX% of the original $550M issue) $227.7M of 2030 notes ( XXXX% of the original $440M issue) Total retired (priced): $544.3M principal. Repurchased notes will be extinguished upon closing. IREN priced two new long-dated convertibles: $1.0B 2032 notes @ XXXX% coupon + XX% conversion premium $1.0B 2033 notes @ XXXX% coupon + XX% conversion premium Plus up to $300M additional via green shoe. Initial conversion" [X Link](https://x.com/FransBakker9812/status/1996181138608451650) 2025-12-03T11:34Z 19.6K followers, 45.5K engagements "@RonSFriedman @elonmusk Try $ASML and no it doesn't get much better" [X Link](https://x.com/FransBakker9812/status/1997318332840825338) 2025-12-06T14:52Z 19.6K followers, XXX engagements "@sicario_micali We have X other ones Check my post" [X Link](https://x.com/FransBakker9812/status/1998182062625611917) 2025-12-09T00:05Z 19.6K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@FransBakker9812 Frans Bakker
Iren Limited ($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 #
- X Week XXXXXXX +315%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +820%
- X Year XXXXXXXXXX +1,527%
Mentions: XX #
- X Week XX no change
- X Month XXX -XX%
- X Months XXXXX +208%
- X Year XXXXX +207%
Followers: XXXXXX #
- X Week XXXXXX +2.10%
- X Month XXXXXX +9.80%
- X Months XXXXXX +390%
- X Year XXXXXX +611%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #3931 finance XXXXX% technology brands XXXXX% celebrities XXXX%
Social topic influence $iren #7, the first 5.88%, $msft #4, ai 3.92%, $nuai #4, $krknf #38, $dgxx #9, $1632b #1, $5443m #1, $2277m #1
Top accounts mentioned or mentioned by @jiahanjimliu @shawnli_real @landoinvests @markosaaig @bitcoinbutcher1 @irenltd @thebtcminingguy @stocktrader989 @ibkr @billions777888 @frostbyte123456 @atzaran3 @drjebaim @evolamtrades @thetechinvest @agrippainv @ejose28 @chickbailes @shawnlireal @jarronjackson4
Top assets mentioned IREN Limited (IREN) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Eos Energy Enterprises, Inc. (EOSE) Oscar Health, Inc. (OSCR) Cipher Mining Inc. Common Stock (CIFR) Citigroup Inc (C) Goldman Sachs (GS) Bloom Energy Corporation (BE)
Top Social Posts
Top posts by engagements in the last XX hours
"$IREN I dont think the market fully understands that the Vera Rubin era will mark the beginning of a major inflection point for AI cloud companies that own and operate their own data centers. As token output per megawatt increases exponentially the power demand (TDP) per GPU is rising faster than the price per GPU. The logical consequence is that the GPU cost per megawatt of deployed capacity will decrease relative to both the token output and the total cost of building and operating a megawatt of infrastructure. In other words each megawatt becomes dramatically more productive while the"
X Link 2025-11-20T03:40Z 19.6K followers, 244K engagements
"@TheTechInvest Nowhere in the world is 1400MW grid-connected power coming online at a single site & single substation in 2026"
X Link 2025-12-04T15:24Z 19.6K followers, 213.8K engagements
"My current long stocks in order of portfolio allocation %: $IREN $EOSE $NUAI $KRKNF $CIFR $OSCR $DGXX $POET I have mostly diversified because it makes me able to buy more IREN. @IBKR concentration house rules are the worst"
X Link 2025-12-05T01:54Z 19.6K followers, 34.3K engagements
"$IREN Announces Pricing of Ordinary Shares Offering to Fund the Repurchase of Convertible Notes ➡ IREN priced a registered direct offering of 39.7M shares at $XXXXX raising $1.632B in gross proceeds. ➡ IREN priced repurchases of $544.3M principal of existing convertibles: $227.7M of 2030 notes = XXXX% of original $316.6M of 2029 notes = XXXX% of original Total repurchase consideration: $1.6324B (including accrued interest). ➡ The repurchased notes will be extinguished and will no longer be convertible into shares (subject to closing). ➡ IREN priced $1B of XXXX% 2032 notes and $1B of 1.00%"
X Link 2025-12-03T11:27Z 19.6K followers, 185.7K engagements
"$IREN Childress in HD 11/29/2025 With all the news from the offering you almost forget what the money is being used for. Here is a pretty darn good satellite image from Childress last Saturday. Notable mentions: - New access road on the east (split the site in half) - Parking lot next to the office being turned into a new building - Horizon X accelerating concrete slabs complete well shadow visible liquid-cooling plant in motion. - Lots of small details to see have fun. Made possible by my subscribers special mention @HArctander for editing the TIF"
X Link 2025-12-03T12:16Z 19.6K followers, 41.6K engagements
"$IREN Adds XXX Acres to Sweetwater X In a recent filing a XXX acres tract was bought from the Paden family. This tract was originally part of the reinvestment zone as proposed and approved by the Fisher County Hospital Board. (see more here: After selling XX acres to Lone Star a few weeks ago: The complete site once marked as 1300 acres will now go over 1400 acres as: 1300 XX + XXX makes 1426 acres. If we deduct XX acres as unsuitable to build on because of the Bull Creek meandering through the site we still end up with XXX acres for every XXX MW of gross capacity. This is a very rich ratio"
X Link 2025-12-04T02:25Z 19.6K followers, 48.1K engagements
"$IREN Sweetwater X Starts Siteworks On 2nd Tract After spotting the new building near Bull Creek last week today we saw that @IREN_Ltd started to grade the ground of the tract on the other site of the FM611 as indicated by the arrow. Will we see the first data centers here 👀"
X Link 2025-12-05T16:28Z 19.6K followers, 29.8K engagements
"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥"
X Link 2025-09-22T11:10Z 19.6K followers, 209.3K engagements
"$IREN Just woke up to the news of the offering. Have to dig into this but so far the potential terms seem decent. In this offering Citigroup Global Markets Inc. Goldman Sachs & Co. LLC and J.P Morgan Securities LLC will act as our placement agents (each in such capacity a placement agent and together the placement agents) with respect to our ordinary shares offered by this prospectus supplement. Wow. JPM back at the table"
X Link 2025-12-02T02:24Z 19.6K followers, 55.3K engagements
"Adding $IREN Dec12 bull puts $40/$30 on this dip for ants. Being conservative after my $XX burn from November ☝ Good luck bulls"
X Link 2025-12-02T14:53Z 19.6K followers, 27.9K engagements
"I'm not sure. But I believe that with all things $IREN does they are giving us the low end expectation. This includes 19K GPU's per 50MW IT 75MW gross load for 50MW IT but also $2.5bn of "Estimated GPU financing through 2026". Now I read this again I'm pretty sure that this will not just be more but it will be throughout 2026. Which means that IREN can focus as the OP said on BC and Sweetwater X first"
X Link 2025-12-02T15:20Z 19.6K followers, 3298 engagements
"Ok we actually held $XX today. Will see if this needs some DCAing today 😬"
X Link 2025-12-03T00:53Z 19.6K followers, 3040 engagements
"@Ofek_l17 No clue batteries are hot $BE did well too"
X Link 2025-12-04T23:05Z 19.6K followers, XXX engagements
"it sucks I am planning to move over shares to another broker to get around this problem. It's absolutely retarded that when you have 20x your excess liquidity in unrealized gains but they don't care and tax you more than XXX% on shares that are up over 4.5x. Typical tradfi boomer mindset"
X Link 2025-12-05T02:04Z 19.6K followers, XXX engagements
"No you have a great porfolio. I can't be XXX% $IREN because my broker would liquidate me the moment I buy shares on margin. I would need to keep adding cash everytime which defeats the purpose of having a margin account in the first place. The reason I do the (bi) weekly put spreads is so I can generate cashflow to stretch my margin further and being ALLOWED to exercise my calls that are big time ITM"
X Link 2025-12-05T02:41Z 19.6K followers, 1228 engagements
"@Tiger_Strat @IBKR Nice one I'm sure you could let at least a part run yeah. From what I've heard there is still a lot of upside though. @litigious_dulce and @KashRamki are in good contact with the company they are hosting a space Monday maybe good for you to attend"
X Link 2025-12-05T05:49Z 19.6K followers, XXX engagements
"@MarckPam @jiahanjimliu @MarkosAAIG On the dilution I would say: If the placement was in fact done to long only holders and/or hypers then we won't really feel it on the open market since they will probably lock it up for 5+ years anyway"
X Link 2025-12-05T08:33Z 19.6K followers, XXX engagements
"@ShawnLi_real @jiahanjimliu @MarkosAAIG @BagelC47 I'm not so sure if an ATM is better. The overhang on the stock for months on end isn't exactly favorable either for bulls"
X Link 2025-12-05T08:37Z 19.6K followers, XXX engagements
"@u_apsatar @jiahanjimliu @MarkosAAIG Correct. X an X are relatively easy once you get the design and the expertise from Childress working in SW1. X is probably something that can ramp up over the course of 2026 into 2027 so I think that will work itself out and SW1 is more favourable than Childress in this regard"
X Link 2025-12-05T08:39Z 19.6K followers, XXX engagements
"@LandoInvests @jiahanjimliu @MarkosAAIG I don't think I've said that. But I do think there will be very little players that can deploy them at scale in the first X months of release. I think $NVDA would rather see them deployed than stored at $MSFT"
X Link 2025-12-05T15:38Z 19.6K followers, XXX engagements
"@DrJebaim @IBKR I think $DGXX $KRKNF and $NUAI have a lot of legs"
X Link 2025-12-05T15:47Z 19.6K followers, XXX engagements
"@LandoInvests @jiahanjimliu @MarkosAAIG I think $NVDA will choose the companies that can deploy them. Who knows what standing $IREN has with $NVDA in XX months from now I am confident they will be able to get them if they have VR-R data centers"
X Link 2025-12-05T16:23Z 19.6K followers, XXX engagements
"@EvolamTrades @IREN_Ltd I think they will finish it in the middle of 2028"
X Link 2025-12-05T17:06Z 19.6K followers, 1578 engagements
"@kostis_theodo I think that's way too high. B200 will not run at $IREN in TX full stop. $IREN isn't going to do liquid cooling like 5C/Pegatron is doing in TX for these chips. I would really recommend to add Vera Rubins in your calculations and remove the super cluster fee for $MSFT"
X Link 2025-12-06T15:50Z 19.6K followers, XXX engagements
"The most important topic of the space last night was the revelation of the critical IT load for the $MSFT contract that $IREN secured. Everyone assumed it was 200MW because this number was mentioned in conjunction with the deal. However if you read the two paragraphs again you will find that there is nothing that states the deal is in fact for said 200MW. We start to draw this conclusion after @litigious_dulce learned about the SemiAnalysis footnote that stated @IREN_Ltd would only be using 170MW of Critical IT load for the deal: We already knew the GPU count was on the low end compared to"
X Link 2025-12-08T11:26Z 19.6K followers, 24.4K engagements
"$IREN priced a registered direct offering of 39699102 shares at $XXXXX raising $1.632B to fund the repurchase of existing 2029/2030 notes. Repurchases priced: $316.6M of 2029 notes ( XXXX% of the original $550M issue) $227.7M of 2030 notes ( XXXX% of the original $440M issue) Total retired (priced): $544.3M principal. Repurchased notes will be extinguished upon closing. IREN priced two new long-dated convertibles: $1.0B 2032 notes @ XXXX% coupon + XX% conversion premium $1.0B 2033 notes @ XXXX% coupon + XX% conversion premium Plus up to $300M additional via green shoe. Initial conversion"
X Link 2025-12-03T11:34Z 19.6K followers, 45.5K engagements
"@RonSFriedman @elonmusk Try $ASML and no it doesn't get much better"
X Link 2025-12-06T14:52Z 19.6K followers, XXX engagements
"@sicario_micali We have X other ones Check my post"
X Link 2025-12-09T00:05Z 19.6K followers, XX engagements