#  @FransBakker9812 Frans Bakker Iren Limited ($iren) has been making significant strides in the AI infrastructure space, recently doubling its AI GPU fleet to [------] GPUs and securing a deal with FluidStack. The company's expansion plans, including a new data center in Texas, are underway, with construction accelerating at its Barber Lake site. Iren's growth in the AI sector has positively impacted its stock, with investors showing interest in its unique infrastructure-heavy, hardware-light approach. ### Engagements: [------] [#](/creator/twitter::1732263448640413696/interactions)  - [--] Week [-------] -2.40% - [--] Month [---------] +6.90% - [--] Months [----------] +278% - [--] Year [----------] +1,307% ### Mentions: [--] [#](/creator/twitter::1732263448640413696/posts_active)  - [--] Week [--] -22% - [--] Month [---] +2.10% - [--] Months [-----] +55% - [--] Year [-----] +171% ### Followers: [------] [#](/creator/twitter::1732263448640413696/followers)  - [--] Week [------] +1.20% - [--] Month [------] +9.70% - [--] Months [------] +202% - [--] Year [------] +610% ### CreatorRank: [------] [#](/creator/twitter::1732263448640413696/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1244 [technology brands](/list/technology-brands) 5.63% [finance](/list/finance) 4.23% [cryptocurrencies](/list/cryptocurrencies) 4.23% [currencies](/list/currencies) 2.82% [automotive brands](/list/automotive-brands) 1.41% [countries](/list/countries) 1.41% **Social topic influence** [$iren](/topic/$iren) #10, [$msft](/topic/$msft) #85, [campus](/topic/campus) #375, [microsoft](/topic/microsoft) #489, [more than](/topic/more-than) 2.82%, [$wulf](/topic/$wulf) #102, [ai](/topic/ai) 2.82%, [$36b](/topic/$36b) #5, [$04b](/topic/$04b) #2, [lincoln](/topic/lincoln) 1.41% **Top accounts mentioned or mentioned by** [@irenltd](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@markacleary2](/creator/undefined) [@xcapitalmgmt](/creator/undefined) [@pred3500](/creator/undefined) [@thekamahsutra](/creator/undefined) [@danroberts0101](/creator/undefined) [@mcnalliem](/creator/undefined) [@smallcapsnipa](/creator/undefined) [@marksotoges](/creator/undefined) [@irenltds](/creator/undefined) [@agrippainv](/creator/undefined) [@nickgallantin](/creator/undefined) [@gyujin9701](/creator/undefined) [@brianfry01](/creator/undefined) [@litigiousdulce](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@mtinvestor](/creator/undefined) [@ilzmcfly](/creator/undefined) **Top assets mentioned** [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [TeraWulf Inc. (WULF)](/topic/$wulf) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [Bitcoin (BTC)](/topic/bitcoin) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) ### Top Social Posts Top posts by engagements in the last [--] hours "Former $IREN IR director @lincolntan89 joins Orange group as Managing Director Asia-Pacific. Congratulations Linc Do you guys do monthly reports there asking for my Frens" [X Link](https://x.com/FransBakker9812/status/2018335778397622587) 2026-02-02T14:48Z 22.9K followers, 23.8K engagements "$IREN Earnings day is upon us I think the company will crush earnings with big news from Canada report on-schedule with the $MSFT deal including financing and SW1 on track for energization in April. I am not expecting a new site to be announced. I do believe BTC mining will be phased out. Don't be confused by the price action this week. It appears that the majority of the volatitlity is caused by non-IREN related events. Will they announce a deal It's possible but I'm not holding my breath for it. Good luck and happy earnings" [X Link](https://x.com/FransBakker9812/status/2019304259003773163) 2026-02-05T06:57Z 22.9K followers, 84.1K engagements "$IREN A West Texas Road Trip 🧵 On Monday I had the privilege of visiting @IREN_Ltd's two sites in Texas. After an 18-hour flight and a 3.5-hour drive we arrived in Childressjust in time to hop on the Sky Limousine and tour the nearly deserted data center campus. Since it was Memorial Day there were no workers on site aside from a handful of people from the management team. I was accompanied on this trip by the distinguished @Agrippa_Inv @alanbialo and @nanotitan28. We were also joined by IRENs largest shareholders from Germany and we became the first group to visit the new office which had" [X Link](https://x.com/FransBakker9812/status/1928504174083452941) 2025-05-30T17:29Z 22.9K followers, 238.3K engagements "$IREN's Kent Draper: We previously put out guidance a couple of weeks ago that we had contracted [-----] out of the [-----] that were on order. Subsequent to that we have contracted a bit over another [----] GPUs. We continue to see very strong levels of demand and we're in late-stage discussions around a significant portion of the capacity that has not yet been contracted and continue to see very good demand leading into the start of next year as well and are receiving an increasingly large number of inbounds from a range of different customer classes. Did you know that IREN can now command higher" [X Link](https://x.com/FransBakker9812/status/2003361678604533972) 2025-12-23T07:06Z 22.9K followers, 20.8K engagements "$IREN Weekly Space 2/8/2026 Recording This week we spoke about software solutions multi billion dollar contracts and air cooling. Thanks to the speakers: @jiahanjimliu @NickGallantin @tennant_n @closenberger @MarkosAAIG @FrameworkWisely" [X Link](https://x.com/FransBakker9812/status/2020774252178485569) 2026-02-09T08:18Z 22.9K followers, 16.7K engagements "$IREN GB300 or VR200 for $MSFT "The Microsoft agreement includes a hardware substitution clause that allows Microsoft to request replacing the originally planned NVIDIA GB300 GPUs with NVIDIA VR200 GPUs provided the request is made at least about four months before the relevant delivery date. The substitution is not automatic or unilateral; both parties must agree on revised delivery timelines pricing adjustments and any necessary contract changes and the request is also subject to GPU availability and IRENs ability to procure or exchange orders. Pricing for VR200 GPUs would be renegotiated" [X Link](https://x.com/FransBakker9812/status/2021113606608388348) 2026-02-10T06:46Z 22.9K followers, 75.7K engagements "@Gyujin_9701 Exactly And $IREN intends to deliver more than the requested [--] 9s in uptime. This could all materially impact the negotiations" [X Link](https://x.com/FransBakker9812/status/2021123569087066342) 2026-02-10T07:26Z 22.9K followers, [----] engagements "Is anyone still long $OSCR I have sold some $15 puts for March to potentially add to my core holdings if assigned. Haven't followed the stock for a while what's the plan for [----] Anyone I should follow to keep up to date around this company It's a 1% allocation for me" [X Link](https://x.com/FransBakker9812/status/2017106299276898771) 2026-01-30T05:23Z 22.9K followers, 10.8K engagements "@glenchernen @ericjackson We should do a reversed $BTBT and spinoff a BTC entity and call it $WAIFU" [X Link](https://x.com/FransBakker9812/status/2018619397997564223) 2026-02-03T09:35Z 22.9K followers, [---] engagements "@MarkACleary2 @bitcoinbutcher1 @XCapitalMgmt The revenue miss was mostly because of BTC but it's whatever one quarter of catching up shouldn't be a concern for the long run. Achieving 0.4B ARR well before the end of this Q was very impressive" [X Link](https://x.com/FransBakker9812/status/2020121938887372935) 2026-02-07T13:06Z 22.9K followers, 11.3K engagements "@danroberts0101 Why do they cover $MARA $WULF and $CIFR but not $IREN" [X Link](https://x.com/FransBakker9812/status/2020924120490442826) 2026-02-09T18:13Z 22.9K followers, [----] engagements "@Gyujin_9701 EXACTLY And people who sold because of GB300 IRR are impatient and/or uninformed" [X Link](https://x.com/FransBakker9812/status/2021128060855255453) 2026-02-10T07:44Z 22.9K followers, [---] engagements "So $WULF will get some power that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too bad the PSO doesn't disclose their customer names Oh well Wen deal" [X Link](https://x.com/FransBakker9812/status/2018618941070053614) 2026-02-03T09:33Z 22.9K followers, 59.4K engagements "$IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG" [X Link](https://x.com/FransBakker9812/status/2021570324530438307) 2026-02-11T13:01Z 22.9K followers, 84.1K engagements "$IREN Market Weakness: What's Next Exactly one week ago @IREN_Ltd closed their convertible note with spectactular metrics: - Oversubscribed $875 million offering - Fully exercised $125 million greenshoe - Net proceeds of approximately $979.0 million - 0.00% coupon - 42.5% conversion premium A week later the sentiment in the market has shifted and the stock is down more than 20% from its all-time highs. When the stock rallies I often get DM's from happy investors that want to express their gratitude for contributing to their conviction. Equally when the stock is down I get DM's from investors" [X Link](https://x.com/FransBakker9812/status/1980585814922072316) 2025-10-21T10:43Z 22.9K followers, 371K engagements "Earnings call transcript without paywall:" [X Link](https://x.com/FransBakker9812/status/2020511931480539161) 2026-02-08T14:55Z 22.9K followers, [----] engagements "@JWMoonX No idea about precedents. IREN wouldn't go this route unless they can upsell to VR200. It must be incremental in terms of margin and IRR" [X Link](https://x.com/FransBakker9812/status/2021127864062710135) 2026-02-10T07:43Z 22.9K followers, [---] engagements "$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥" [X Link](https://x.com/FransBakker9812/status/1970083372530577452) 2025-09-22T11:10Z 22.9K followers, 219.8K engagements "$IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT" [X Link](https://x.com/FransBakker9812/status/1985301641134805349) 2025-11-03T11:02Z 22.9K followers, 283.7K engagements "$IREN Reports FY26 Q2 - Oklahoma Announced - $3.6B GPU financing at 6% interest - 1.6GW of contracted power for OK site - Horizon 1-4 progressing on schedule - ARR under contract of $0.4b at Prince George for contracted GPUs as of February 5" [X Link](https://x.com/FransBakker9812/status/2019518939110470045) 2026-02-05T21:10Z 22.9K followers, 123.5K engagements "$IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW to the contracted power pipeline" [X Link](https://x.com/FransBakker9812/status/2019590623955935283) 2026-02-06T01:55Z 22.9K followers, 48.8K engagements "$IREN Weekly Space 2/8/2026 @ 9PM ET We don't do Super Bowl but it will be recorded. See you at 9PM ET. We will talk about IREN's software plans ERCOT batch [--] for undisclosed sites + open mic. Alpha guaranteed. RSVP:" [X Link](https://x.com/FransBakker9812/status/2020511928469401662) 2026-02-08T14:55Z 22.9K followers, 30.5K engagements "@jiahanjimliu @brianfry01 @bitcoinbutcher1 @SmallCapSnipa @NickGallantin @Colby17201470 @tennant_n" [X Link](https://x.com/FransBakker9812/status/2020693539219521573) 2026-02-09T02:57Z 22.9K followers, [----] engagements "@ross30211931 @IREN_Ltd @grok any insights on this Is MSCI US inclusion for a stock usually net neutral net negative or net positive in terms of buying/selling pressure and expected share price increase/decrease" [X Link](https://x.com/FransBakker9812/status/2021771447753159052) 2026-02-12T02:20Z 22.9K followers, [---] engagements "@treasury_bill @jiahanjimliu 😎🔥" [X Link](https://x.com/FransBakker9812/status/2021775605751328967) 2026-02-12T02:37Z 22.9K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FransBakker9812 Frans Bakker
Iren Limited ($iren) has been making significant strides in the AI infrastructure space, recently doubling its AI GPU fleet to [------] 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: [------] #
- [--] Week [-------] -2.40%
- [--] Month [---------] +6.90%
- [--] Months [----------] +278%
- [--] Year [----------] +1,307%
Mentions: [--] #
- [--] Week [--] -22%
- [--] Month [---] +2.10%
- [--] Months [-----] +55%
- [--] Year [-----] +171%
Followers: [------] #
- [--] Week [------] +1.20%
- [--] Month [------] +9.70%
- [--] Months [------] +202%
- [--] Year [------] +610%
CreatorRank: [------] #
Social Influence
Social category influence stocks #1244 technology brands 5.63% finance 4.23% cryptocurrencies 4.23% currencies 2.82% automotive brands 1.41% countries 1.41%
Social topic influence $iren #10, $msft #85, campus #375, microsoft #489, more than 2.82%, $wulf #102, ai 2.82%, $36b #5, $04b #2, lincoln 1.41%
Top accounts mentioned or mentioned by @irenltd @jiahanjimliu @bitcoinbutcher1 @markacleary2 @xcapitalmgmt @pred3500 @thekamahsutra @danroberts0101 @mcnalliem @smallcapsnipa @marksotoges @irenltds @agrippainv @nickgallantin @gyujin9701 @brianfry01 @litigiousdulce @bitcoinaiguy @mtinvestor @ilzmcfly
Top assets mentioned Iris Energy Limited (IREN) Microsoft Corp. (MSFT) TeraWulf Inc. (WULF) NVIDIA Corp. (NVDA) Oscar Health, Inc. (OSCR) Bit Digital, Inc. (BTBT) Bitcoin (BTC) MARA Holdings, Inc. (MARA) Cipher Mining Inc. Common Stock (CIFR)
Top Social Posts
Top posts by engagements in the last [--] hours
"Former $IREN IR director @lincolntan89 joins Orange group as Managing Director Asia-Pacific. Congratulations Linc Do you guys do monthly reports there asking for my Frens"
X Link 2026-02-02T14:48Z 22.9K followers, 23.8K engagements
"$IREN Earnings day is upon us I think the company will crush earnings with big news from Canada report on-schedule with the $MSFT deal including financing and SW1 on track for energization in April. I am not expecting a new site to be announced. I do believe BTC mining will be phased out. Don't be confused by the price action this week. It appears that the majority of the volatitlity is caused by non-IREN related events. Will they announce a deal It's possible but I'm not holding my breath for it. Good luck and happy earnings"
X Link 2026-02-05T06:57Z 22.9K followers, 84.1K engagements
"$IREN A West Texas Road Trip 🧵 On Monday I had the privilege of visiting @IREN_Ltd's two sites in Texas. After an 18-hour flight and a 3.5-hour drive we arrived in Childressjust in time to hop on the Sky Limousine and tour the nearly deserted data center campus. Since it was Memorial Day there were no workers on site aside from a handful of people from the management team. I was accompanied on this trip by the distinguished @Agrippa_Inv @alanbialo and @nanotitan28. We were also joined by IRENs largest shareholders from Germany and we became the first group to visit the new office which had"
X Link 2025-05-30T17:29Z 22.9K followers, 238.3K engagements
"$IREN's Kent Draper: We previously put out guidance a couple of weeks ago that we had contracted [-----] out of the [-----] that were on order. Subsequent to that we have contracted a bit over another [----] GPUs. We continue to see very strong levels of demand and we're in late-stage discussions around a significant portion of the capacity that has not yet been contracted and continue to see very good demand leading into the start of next year as well and are receiving an increasingly large number of inbounds from a range of different customer classes. Did you know that IREN can now command higher"
X Link 2025-12-23T07:06Z 22.9K followers, 20.8K engagements
"$IREN Weekly Space 2/8/2026 Recording This week we spoke about software solutions multi billion dollar contracts and air cooling. Thanks to the speakers: @jiahanjimliu @NickGallantin @tennant_n @closenberger @MarkosAAIG @FrameworkWisely"
X Link 2026-02-09T08:18Z 22.9K followers, 16.7K engagements
"$IREN GB300 or VR200 for $MSFT "The Microsoft agreement includes a hardware substitution clause that allows Microsoft to request replacing the originally planned NVIDIA GB300 GPUs with NVIDIA VR200 GPUs provided the request is made at least about four months before the relevant delivery date. The substitution is not automatic or unilateral; both parties must agree on revised delivery timelines pricing adjustments and any necessary contract changes and the request is also subject to GPU availability and IRENs ability to procure or exchange orders. Pricing for VR200 GPUs would be renegotiated"
X Link 2026-02-10T06:46Z 22.9K followers, 75.7K engagements
"@Gyujin_9701 Exactly And $IREN intends to deliver more than the requested [--] 9s in uptime. This could all materially impact the negotiations"
X Link 2026-02-10T07:26Z 22.9K followers, [----] engagements
"Is anyone still long $OSCR I have sold some $15 puts for March to potentially add to my core holdings if assigned. Haven't followed the stock for a while what's the plan for [----] Anyone I should follow to keep up to date around this company It's a 1% allocation for me"
X Link 2026-01-30T05:23Z 22.9K followers, 10.8K engagements
"@glenchernen @ericjackson We should do a reversed $BTBT and spinoff a BTC entity and call it $WAIFU"
X Link 2026-02-03T09:35Z 22.9K followers, [---] engagements
"@MarkACleary2 @bitcoinbutcher1 @XCapitalMgmt The revenue miss was mostly because of BTC but it's whatever one quarter of catching up shouldn't be a concern for the long run. Achieving 0.4B ARR well before the end of this Q was very impressive"
X Link 2026-02-07T13:06Z 22.9K followers, 11.3K engagements
"@danroberts0101 Why do they cover $MARA $WULF and $CIFR but not $IREN"
X Link 2026-02-09T18:13Z 22.9K followers, [----] engagements
"@Gyujin_9701 EXACTLY And people who sold because of GB300 IRR are impatient and/or uninformed"
X Link 2026-02-10T07:44Z 22.9K followers, [---] engagements
"So $WULF will get some power that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too bad the PSO doesn't disclose their customer names Oh well Wen deal"
X Link 2026-02-03T09:33Z 22.9K followers, 59.4K engagements
"$IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG"
X Link 2026-02-11T13:01Z 22.9K followers, 84.1K engagements
"$IREN Market Weakness: What's Next Exactly one week ago @IREN_Ltd closed their convertible note with spectactular metrics: - Oversubscribed $875 million offering - Fully exercised $125 million greenshoe - Net proceeds of approximately $979.0 million - 0.00% coupon - 42.5% conversion premium A week later the sentiment in the market has shifted and the stock is down more than 20% from its all-time highs. When the stock rallies I often get DM's from happy investors that want to express their gratitude for contributing to their conviction. Equally when the stock is down I get DM's from investors"
X Link 2025-10-21T10:43Z 22.9K followers, 371K engagements
"Earnings call transcript without paywall:"
X Link 2026-02-08T14:55Z 22.9K followers, [----] engagements
"@JWMoonX No idea about precedents. IREN wouldn't go this route unless they can upsell to VR200. It must be incremental in terms of margin and IRR"
X Link 2026-02-10T07:43Z 22.9K followers, [---] engagements
"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥"
X Link 2025-09-22T11:10Z 22.9K followers, 219.8K engagements
"$IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT"
X Link 2025-11-03T11:02Z 22.9K followers, 283.7K engagements
"$IREN Reports FY26 Q2 - Oklahoma Announced - $3.6B GPU financing at 6% interest - 1.6GW of contracted power for OK site - Horizon 1-4 progressing on schedule - ARR under contract of $0.4b at Prince George for contracted GPUs as of February 5"
X Link 2026-02-05T21:10Z 22.9K followers, 123.5K engagements
"$IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW to the contracted power pipeline"
X Link 2026-02-06T01:55Z 22.9K followers, 48.8K engagements
"$IREN Weekly Space 2/8/2026 @ 9PM ET We don't do Super Bowl but it will be recorded. See you at 9PM ET. We will talk about IREN's software plans ERCOT batch [--] for undisclosed sites + open mic. Alpha guaranteed. RSVP:"
X Link 2026-02-08T14:55Z 22.9K followers, 30.5K engagements
"@jiahanjimliu @brianfry01 @bitcoinbutcher1 @SmallCapSnipa @NickGallantin @Colby17201470 @tennant_n"
X Link 2026-02-09T02:57Z 22.9K followers, [----] engagements
"@ross30211931 @IREN_Ltd @grok any insights on this Is MSCI US inclusion for a stock usually net neutral net negative or net positive in terms of buying/selling pressure and expected share price increase/decrease"
X Link 2026-02-12T02:20Z 22.9K followers, [---] engagements
"@treasury_bill @jiahanjimliu 😎🔥"
X Link 2026-02-12T02:37Z 22.9K followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing