# ![@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 [------] 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)
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- [--] Year [----------] +1,280%

### Mentions: [--] [#](/creator/twitter::1732263448640413696/posts_active)
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### Followers: [------] [#](/creator/twitter::1732263448640413696/followers)
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- [--] Week [------] +0.91%
- [--] Month [------] +8.30%
- [--] Months [------] +200%
- [--] Year [------] +604%

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

**Social category influence**
[stocks](/list/stocks)  79.43% [finance](/list/finance)  17.02% [technology brands](/list/technology-brands)  16.31% [countries](/list/countries)  7.09% [cryptocurrencies](/list/cryptocurrencies)  6.38% [currencies](/list/currencies)  1.42% [social networks](/list/social-networks)  0.71% [automotive brands](/list/automotive-brands)  0.71%

**Social topic influence**
[$iren](/topic/$iren) #26, [ai](/topic/ai) 12.77%, [in the](/topic/in-the) 9.93%, [canada](/topic/canada) 7.09%, [we are](/topic/we-are) 6.38%, [$cifr](/topic/$cifr) #146, [software](/topic/software) #642, [$msft](/topic/$msft) #338, [all the](/topic/all-the) 3.55%, [company](/topic/company) 3.55%

**Top accounts mentioned or mentioned by**
[@irenltd](/creator/undefined) [@themarketjarl](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@vertiv](/creator/undefined) [@thekamahsutra](/creator/undefined) [@grok](/creator/undefined) [@dkgoesparabolic](/creator/undefined) [@litigiousdulce](/creator/undefined) [@rreddi](/creator/undefined) [@danroberts0101](/creator/undefined) [@mikealfred](/creator/undefined) [@irenltds](/creator/undefined) [@umbisam](/creator/undefined) [@brianfry01](/creator/undefined) [@kashramki](/creator/undefined) [@anotherzeldafan](/creator/undefined) [@stocktrader989](/creator/undefined) [@timdelcourt](/creator/undefined) [@energycredit1](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Microsoft Corp. (MSFT)](/topic/$msft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/bitcoin) [TeraWulf Inc. (WULF)](/topic/$wulf) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Gigachad (GIGA)](/topic/gigachad)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$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 [--] https://twitter.com/i/web/status/2019518939110470045 https://twitter.com/i/web/status/2019518939110470045"  
[X Link](https://x.com/FransBakker9812/status/2019518939110470045)  2026-02-05T21:10Z 22.9K followers, 123.6K 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 23K followers, 76.8K 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: https://x.com/i/spaces/1jMKgRkWOrWxLs=20 https://x.com/i/spaces/1jMKgRkWOrWxLs=20"  
[X Link](https://x.com/FransBakker9812/status/2020511928469401662)  2026-02-08T14:55Z 22.9K followers, 30.7K engagements


"$IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG Hi Mining Mafia Is this good news ⛏ Hi Mining Mafia Is this good news ⛏"  
[X Link](https://x.com/FransBakker9812/status/2021570324530438307)  2026-02-11T13:01Z 22.9K followers, 92.2K engagements


"@rreddi This has nothing to do with $IREN 😅"  
[X Link](https://x.com/FransBakker9812/status/2022105847804162218)  2026-02-13T00:29Z 22.9K followers, [----] engagements


"@TheMarketJarl @Vertiv Source wen"  
[X Link](https://x.com/FransBakker9812/status/2022317223868776716)  2026-02-13T14:29Z 23K followers, [---] engagements


"@EndicottInvests Nah it's not. You can't assume that NBIS is using that much cheaper GPUs to make up for it with software. $NBIS have had Blackwells since mid last year they are certainly running them"  
[X Link](https://x.com/FransBakker9812/status/2022323221811654961)  2026-02-13T14:53Z 23K followers, [----] engagements


"@TheMarketJarl @dkgoesparabolic @Vertiv @grok Lol what you claim its not Iren because of X. Your choice and your burden to show X"  
[X Link](https://x.com/FransBakker9812/status/2022347367882907794)  2026-02-13T16:29Z 22.9K followers, [---] engagements


"@DallasMaracle Interesting but is that a recent picture with all the snow What we know is they will get 30MW extra and 2-3 data centers AFAIK. Not sure what we are looking at will see if I can find out"  
[X Link](https://x.com/FransBakker9812/status/1940202329569206468)  2025-07-02T00:14Z 23K followers, 40.6K engagements


"$IREN Prince George expansion on the way 🚨 It appears that @IREN_Ltd has been working on their planned Prince George expansion for over a few months now. For some context last year during the analyst meeting in New York IREN released a blueprint of their planned expansion at the Prince George facility in BC Canada. With some careful analyzing I managed to estimate the expansion of the [--] buildings in this blueprint to be [--] + [--] + [--] = 40MW in total. A few months later however Glenn told us that the expansion for Prince George is actually 30MW: Today I got the information that construction is"  
[X Link](https://x.com/FransBakker9812/status/1940216233472995431)  2025-07-02T01:09Z 23K followers, 57.8K engagements


"🚨BREAKING $IREN Becomes Preferred Cloud Partner with $NVDA 🚨 Congratulations team @IREN_Ltd 🥳 @tim_delcourt @danroberts0101 @mikealfred @kentpdraper"  
[X Link](https://x.com/anyuser/status/1961085423289057355)  2025-08-28T15:16Z 22.9K followers, 320.3K engagements


"$IREN Expansion and Retrofit at the same time as Sweetwater [--] energization"  
[X Link](https://x.com/FransBakker9812/status/1962342281442132336)  2025-09-01T02:30Z 22.9K followers, 59.3K 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 40% 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 [--] weeks earth works have commenced on the Barber Lake site. In the image we can see that at both locations (numbered [--] and 2) there are clear"  
[X Link](https://x.com/FransBakker9812/status/1963845402785956350)  2025-09-05T06:03Z 23K followers, 176.4K engagements


"$IREN Expansion Plans Disclosed Oklahoma Jobs Listed. ➡ Electrical Engineer - Remote Texas/Oklahoma ➡ Principal Mechanical Engineer - Remote Texas/Oklahoma ➡ Maintenance Planner/Sccheduler - Remote Texas/Oklahoma That's [--] jobs for OK 🧐 Are we scaling up"  
[X Link](https://x.com/FransBakker9812/status/1964911685841355204)  2025-09-08T04:40Z 23K followers, 28.4K engagements


"$IREN's Unique IaaS Proposition: Infrastructure-Heavy Hardware-Light Yesterday during the Orange Group panel at Pubkey in NYC @mikealfred explained that one of IRENs unique advantages compared to other neoclouds is that by leasing the chips instead of buying them they are able to return the chips within the lease period and effectively replace them with a newer model. This allows IREN to keep their fleet next-gen or current-gen without having to invest in a completely new fleet while others are depreciating a previous-gen fleet thats burdened with an interest-accruing financing instrument but"  
[X Link](https://x.com/FransBakker9812/status/1965744893051203660)  2025-09-10T11:51Z 22.9K followers, 110K 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/anyuser/status/1968875479961616816)  2025-09-19T03:11Z 22.9K followers, 275.4K engagements


"$IREN Roth raises PT to $82 h/t @EnergyCredit1 $IREN No Analyst But One Is Right. Canaccord & Close Enough Cantor Price Targets Were In Fact At / Nearby Current Levels. Many Revisions Must Be Coming. Its Human Nature. https://t.co/PZxy3ATGa8 $IREN No Analyst But One Is Right. Canaccord & Close Enough Cantor Price Targets Were In Fact At / Nearby Current Levels. Many Revisions Must Be Coming. Its Human Nature. https://t.co/PZxy3ATGa8"  
[X Link](https://x.com/FransBakker9812/status/1970440409177375082)  2025-09-23T10:49Z 22.9K followers, 191.4K engagements


"$IREN Full Roth Report: PT to $82 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)  2025-09-23T13:37Z 22.9K followers, 71.8K engagements


"$IREN Dan on YahooFinance Dan was a Giga-Chad with Giga-Watts First part fell off most is in there. "We can't build fast enough" 😎 Tune in at 11:15am ET to catch $IREN Co-Founder & Co-CEO @danroberts0101 live on @YahooFinance sharing insights on the accelerating demand for AI compute. Watch here: https://t.co/g0dM7f52D2 Tune in at 11:15am ET to catch $IREN Co-Founder & Co-CEO @danroberts0101 live on @YahooFinance sharing insights on the accelerating demand for AI compute. Watch here: https://t.co/g0dM7f52D2"  
[X Link](https://x.com/FransBakker9812/status/1970872181098787137)  2025-09-24T15:25Z 22.9K followers, 274.7K engagements


"$CIFR signs 168MW AI Deal with @fluidstack 🔥🔥 #cifr #goog @rftylerpage https://t.co/OZECXBTMG2 #cifr #goog @rftylerpage https://t.co/OZECXBTMG2"  
[X Link](https://x.com/FransBakker9812/status/1971161060087407091)  2025-09-25T10:33Z 22.9K followers, 152.7K engagements


"$IREN Gets a honorable mention in the Futurum AI Fifteen Rebalance 🔥 FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag [--] names we believe are building the next layer of AI infrastructure. Ranked by our proprietary AIRometer Score -- here are the top [--] 👇 https://t.co/gSOF3d42gz FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag [--] names we believe are building the next layer of AI infrastructure. Ranked by our proprietary"  
[X Link](https://x.com/FransBakker9812/status/1972488107279978811)  2025-09-29T02:26Z 23K followers, 63.1K engagements


"$IREN Reggie Corrects Capex Error After pointing out that there is no $400m capex required for the 50MW in Prince George Reggie Smith from JPM issued a correction yesterday where this line has been left out. 🫵👀 Look at me we are the analysts now. h/t @BTC_Bella69420 Reggie assumes $400m capex for 50MW it load in Prince George at $8M/MW. Doesn't make any sense most is air cooled and only requires optional redundancy. All other costs included in GPU batch purchase. How could they come to this conclusion @MikePowerX https://t.co/wEabDSn8T4 Reggie assumes $400m capex for 50MW it load in Prince"  
[X Link](https://x.com/FransBakker9812/status/1972849947666976981)  2025-09-30T02:24Z 22.9K followers, 119K engagements


"$IREN Prince George In HD Pt1 Thanks to my subscribers we were able to get yet another very high definition satellite image from a data center site of @IREN_Ltd. This time we tasked Prince George in British Columbia Canada. After some editing this is the best version of the shot: Note that this is only 5% of the entire satellite image for reference here is the full shot (this is the PNG so the definition is not as good): Now let's go and analyze the close up: First of all we can see the green circle and arrow which is pointing at the 10MW Liquid-cooled installation. This is the first 25% of"  
[X Link](https://x.com/FransBakker9812/status/1974087482523230228)  2025-10-03T12:21Z 22.9K followers, 55.6K engagements


"$IREN Breaks $50 😍🔥"  
[X Link](https://x.com/FransBakker9812/status/1974131348001452318)  2025-10-03T15:16Z 22.9K followers, 35.6K 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 [--] GPU's Or do we think this is all for Canada 🤔 Bullish Accelerate 🔥🔥 $IREN announces a convert which will prob raise up to $1.5b at closing including option. It will be hugely over-subscribed. Maybe even 8x10x (considering outstanding are trading 3x nominal). Meantime [----] ATM is over. The entire $1b has been raised (possibly this morning at https://t.co/6hPrlHXoze $IREN announces a convert which will prob raise up to $1.5b at closing including option. It will be hugely"  
[X Link](https://x.com/FransBakker9812/status/1975740865583747260)  2025-10-08T01:51Z 22.9K followers, 41.1K engagements


"$IREN 4x upside in [--] months Tune in to our space tonight and hear Butcher explain his reasoning $iren / [----] YE Price Target / $230 per share Let me take a brief detour as an introduction to the analysis. For those that want to see the assumptions and valuation methodology skip to Assumptions. Overview Like most of us I am not yet retired and continue to work at my https://t.co/4OdBCH0P3O $iren / [----] YE Price Target / $230 per share Let me take a brief detour as an introduction to the analysis. For those that want to see the assumptions and valuation methodology skip to Assumptions."  
[X Link](https://x.com/FransBakker9812/status/1979886477355143383)  2025-10-19T12:24Z 23K followers, 55.1K engagements


"$IREN The Most Important Tweet For The Coming Week "@IREN_Ltd isn't just working on partnerships with hyperscalers on a project by project basis. Its also quietly and organically growing in to a hyperscaler itself." Let that sink in. It's pinned for a reason. Now's the time. Heres a truth bomb that most investors will miss until its too late: IREN isnt just working on partnerships with hyperscalers on a project by project basis. Its also quietly and organically growing in to a hyperscaler itself. Heres a truth bomb that most investors will miss until its too late: IREN isnt just working on"  
[X Link](https://x.com/anyuser/status/1984921000195018951)  2025-11-02T09:50Z 22.9K followers, 102.3K 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


"Well that was the shortest [--] months ever. Congrats bulls I will post my thoughts after I read the complete filing $IREN Bulls rejoice 🔥 @iTzAnthonyNap @TheKamaHsutra @cryptomiami1 It will happen. We're going to get a deal but it's just very hard to time it. For anyone reading this: bookmark me and call me out in [--] months if we are empty handed. @iTzAnthonyNap @TheKamaHsutra @cryptomiami1 It will happen. We're going to get a deal but it's just very hard to time it. For anyone reading this: bookmark me and call me out in [--] months if we are empty handed"  
[X Link](https://x.com/anyuser/status/1985308191308034390)  2025-11-03T11:28Z 22.9K followers, 26.7K engagements


"🧮 $IREN Microsoft 5-Year AI Cloud Deal Breakdown 📊 Contract Overview Total Value: $9.7 billion Term: [--] years (2026 2031) Prepayment: 20% = $1.94 billion (credited to yrs 3-5) Customer: Microsoft GPUs: NVIDIA GB300 Capacity: [---] MW (IT load Horizon 1-4 @ Childress TX) 💰 Economics GPU & infra CapEx: $5.8 billion (incl. servers InfiniBand cabling SW licenses etc.) All-in Data Center Cost: $1416 M/MW IT load $911 M infra build $3 M supercluster deployment $2 M acceleration costs Annual Run-Rate Revenue (ARR): $1.94 billion Estimated Project EBITDA Margin: [--] % ⚙ Infrastructure Vertically"  
[X Link](https://x.com/anyuser/status/1985310032532058177)  2025-11-03T11:36Z 23K followers, 68.2K engagements


"$IREN My Earnings Wishlist pt1 Since many have posted their wishlist before me I will take a different approach and will just write down anything that I think is likely to happen in the coming 6-12 months which interests me and hasn't been talked about yet or not into much detail. Chapter 1: New Sites IREN has always said they have a [--] GW pipeline. Last year Dan Roberts said: "And that can be any number above 1GW". More recent communication mentioned "Multi-GW Pipeline" which brings the bare minimum to 2GW and that's on top of 2.91GW of disclosed contracted power. Yesterday Mike Alfred said"  
[X Link](https://x.com/FransBakker9812/status/1986073364570521942)  2025-11-05T14:09Z 22.9K followers, 143.1K engagements


"Mike Alfred: "@IREN_Ltd has the best site acquisition team in the space the actual pipeline for $IREN is quite substantial" IREN really likes Canada because they can run GPU's in an air-cooled setup. I also really like Canada $500M of ARR at 98% hardware margins will bring in $122.5M of gross profits per quarter starting as early as Q4 FY2026. This is not only a 175x from Q1 of which 52% is already pre-contracted 👀 but this will cover all the projected corporate overheads making just 50MW at Prince George able to carry the company into substantial net profits going into [----]. Don't stare at"  
[X Link](https://x.com/anyuser/status/1988510214002254216)  2025-11-12T07:32Z 22.9K followers, 119.8K 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


"https://seekingalpha.com/article/4839886gt=f434f58c4f5aa99a https://seekingalpha.com/article/4839886gt=f434f58c4f5aa99a"  
[X Link](https://x.com/FransBakker9812/status/2003361681121116311)  2025-12-23T07:07Z 22.9K followers, [----] engagements


"I rarely say this but he called it. Well done. $IREN $IREN Inverse Head & Shoulders Breakout Its no coincidence that $IREN is forming an inverse head & shoulders as Bitcoin breaks out. The measured move lines up perfectly with the golden pocket around $60 thats the key level Im watching. https://t.co/y0UcXFFmde $IREN Inverse Head & Shoulders Breakout Its no coincidence that $IREN is forming an inverse head & shoulders as Bitcoin breaks out. The measured move lines up perfectly with the golden pocket around $60 thats the key level Im watching. https://t.co/y0UcXFFmde"  
[X Link](https://x.com/FransBakker9812/status/2016719755424780767)  2026-01-29T03:47Z 22.8K followers, 95.9K engagements


"GM fam I'm short $50 puts and have $55/$38 put credit spreads on $IREN all for 1/30 aka tomorrow. How is your day going [--] week until earnings Good luck bulls 🐂"  
[X Link](https://x.com/FransBakker9812/status/2016879874338935196)  2026-01-29T14:23Z 22.7K followers, 17.6K engagements


"Imagine you have 450MW of power in Texas grid connected. But there are these annoying bitcoin mining buildings obstructing the area where you want to build. Hypothetically if you would demolish those buildings before announcing a deal. Would you have to tell the market $IREN"  
[X Link](https://x.com/FransBakker9812/status/2017067754193575996)  2026-01-30T02:50Z 22.8K followers, 57.1K 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


"Friday in a nutshell. $IREN Have a great weekend H/t @MooreorlessTim"  
[X Link](https://x.com/FransBakker9812/status/2017264627336487029)  2026-01-30T15:52Z 22.7K followers, 19.8K engagements


"2/1/2026 SW1 https://twitter.com/i/web/status/2018151870557237645 https://twitter.com/i/web/status/2018151870557237645"  
[X Link](https://x.com/FransBakker9812/status/2018151870557237645)  2026-02-02T02:37Z 22.7K followers, [----] engagements


"$IREN is building a 1.4GW bulk substation at Sweetwater Texas. The utility is providing a switchyard that is capable of transporting 3GW of power from the Texas grid to coops and wholesale clients in the region. So if the switch can handle 3GW then why are they expanding it"  
[X Link](https://x.com/FransBakker9812/status/2018191589949227008)  2026-02-02T05:15Z 22.8K followers, 75.3K engagements


"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. Were pleased to welcome Lincoln Tan @lincolntan89 as Managing Director leading OGs expansion across Asia-Pacific. Formerly IR & Marketing at @IREN_Ltd and previously at @Macquarie Lincoln brings deep capital markets and IPO experience across the region. Were pleased to welcome Lincoln Tan @lincolntan89 as Managing Director leading OGs expansion across Asia-Pacific. Formerly IR & Marketing at @IREN_Ltd and previously at"  
[X Link](https://x.com/FransBakker9812/status/2018335778397622587)  2026-02-02T14:48Z 22.9K followers, 23.8K 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, 59.5K 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


"Optionality can turn into indecision pretty quickly. Patience can turn into opportunity cost. Nothing has even happened yet is true when you contract 10% of your gross power but sign 600MW for [----] and decide to keep it quiet. If you don't oversubcribe your megawatts then don't oversubscribe your parking lots. We want backlogs not drawbacks. Deal makers make deals. The time for deafening silence is over. Winter is coming and the bears are skipping hibernation this year. $IREN $IREN reports earnings tomorrow and the entire situation comes down to whether a deal is announced. Expectations on X"  
[X Link](https://x.com/FransBakker9812/status/2019012377627525566)  2026-02-04T11:37Z 22.8K followers, 48.6K 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. https://twitter.com/i/web/status/2019304259003773163"  
[X Link](https://x.com/FransBakker9812/status/2019304259003773163)  2026-02-05T06:57Z 22.9K followers, 84.1K engagements


"@litigious_dulce How can earnings be bad What will them make bad that's not related to execution"  
[X Link](https://x.com/FransBakker9812/status/2019512914944852370)  2026-02-05T20:46Z 22.7K followers, 12.3K engagements


"Why is 100MW missing at Childress 🤔"  
[X Link](https://x.com/FransBakker9812/status/2019533687810060444)  2026-02-05T22:08Z 22.7K followers, [----] 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


"@1fredtai I certainly am. watch them zoom in on $0.6B ARR by the end of March"  
[X Link](https://x.com/FransBakker9812/status/2019594655554498571)  2026-02-06T02:11Z 22.7K followers, [----] engagements


"This is a good summary. I am missing: - Is there a line of sight towards the planned ugprades of power at Mackenzie and Prince George - Why was energization of SW1 now mentioned as Q2 rather than April. - Not all the GPUs are installed at PG what % is actually generating the $0.4B ARR of the 23k - No progress on the liquid cooled facility mentioned in PG. - I would love to see a forecast of the SG&A as % of the operational MWh. In particular the SBC should be trending down to contracted MWs. - No new customer mentions nothing on AMD nothing basically related to the commercial side except for"  
[X Link](https://x.com/FransBakker9812/status/2019603168691368210)  2026-02-06T02:44Z 22.8K followers, [----] engagements


"@BTC_HODL_Mars Blended with prepayments from $MSFT"  
[X Link](https://x.com/FransBakker9812/status/2019603668610478586)  2026-02-06T02:46Z 22.7K followers, [---] engagements


"@PDPhilaPhil @cazenove_uk @IREN_Ltd @power_analys1s @McnallieM @Umbisam @Agrippa_Inv @TheKamaHsutra @BitcoinAIGuy @BTC_Bella69420 @Freedom_By_40 @sebastian_ski I disagree. This is a cat and mouse game. $IREN won't blink first. Hypers with all their capex plans can't go around them for much longer. Once $MSFT is "proven" possibly with [--] 9's uptime it's time to sign"  
[X Link](https://x.com/FransBakker9812/status/2019708666602205247)  2026-02-06T09:44Z 22.8K followers, [---] engagements


"@tungstenpilot @tweet_tj @danroberts0101 You don't know how those talks are progressing. I am going to die on the hill that delivering on the first Horizon to $MSFT will open up the floodgates"  
[X Link](https://x.com/FransBakker9812/status/2019708920592523392)  2026-02-06T09:45Z 22.8K followers, [---] engagements


"@MarkACleary2 @bitcoinbutcher1 @XCapitalMgmt I still hope this happens when they get a good modular or fast deployable design for SW"  
[X Link](https://x.com/FransBakker9812/status/2019962938283683895)  2026-02-07T02:34Z 22.8K 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


"@jiahanjimliu @Gyujin_9701 "in Canada that are Liquid-Cooled but the building and power distribution is re-used from their Air-Cooled facility." I don't think this is correct. They are building a new liquid cooled installation in a new data center building. Otherwise good post"  
[X Link](https://x.com/FransBakker9812/status/2020318613727768928)  2026-02-08T02:07Z 22.8K followers, [---] engagements


"Earnings call transcript without paywall: https://seekingalpha.com/article/4866851gt=e3d6bdf03b55052f https://seekingalpha.com/article/4866851gt=e3d6bdf03b55052f"  
[X Link](https://x.com/FransBakker9812/status/2020511931480539161)  2026-02-08T14:55Z 23K followers, [----] engagements


"@jiahanjimliu @brianfry01 @bitcoinbutcher1 @SmallCapSnipa @NickGallantin @Colby17201470 @tennant_n https://www.afr.com/technology/firmus-seals-us10bn-blackstone-deal-to-fund-australian-ai-factories-20260209-p5o0o4 https://www.afr.com/technology/firmus-seals-us10bn-blackstone-deal-to-fund-australian-ai-factories-20260209-p5o0o4"  
[X Link](https://x.com/FransBakker9812/status/2020693539219521573)  2026-02-09T02:57Z 22.9K followers, [----] 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 $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


"@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


"@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


"@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


"@qwertyuipasd11 @rreddi Trailblazer is in Nolan and not related to Iren. Iren is in Fisher county and has nothing to do with the Sweetwater city. This is hallucinating LLM"  
[X Link](https://x.com/FransBakker9812/status/2022134086236877104)  2026-02-13T02:21Z 22.9K followers, [---] engagements


"@HPepethefrog @Vertiv IKR"  
[X Link](https://x.com/FransBakker9812/status/2022316951520051465)  2026-02-13T14:28Z 22.9K followers, [---] engagements


"@615Investor @Vertiv IYKYK YK"  
[X Link](https://x.com/FransBakker9812/status/2022317008692650105)  2026-02-13T14:28Z 23K followers, [---] engagements


"@TheMarketJarl @dkgoesparabolic @Vertiv @grok Dude. You have no clue about this picture. This is not APLD lol"  
[X Link](https://x.com/FransBakker9812/status/2022317517105160450)  2026-02-13T14:30Z 22.9K followers, [---] engagements


"@anitapatel316 @HPepethefrog @Vertiv Yeah you're right. It must be from $APLD where they do let people take pictures of their site"  
[X Link](https://x.com/FransBakker9812/status/2022318073123078151)  2026-02-13T14:32Z 22.9K followers, [---] engagements


"@TheMarketJarl @dkgoesparabolic @Vertiv @grok Nah I can't reveal my source. My picture vs your claim of a picture that doesn't exist"  
[X Link](https://x.com/FransBakker9812/status/2022346221692821894)  2026-02-13T16:24Z 23K followers, [---] 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, 239.8K engagements


"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥 $IREN is pleased to announce an expansion of its AI Cloud business. - Doubled AI Cloud capacity to 23k GPUs - Procurement of 7.1k NVIDIA B300s 4.2k NVIDIA B200s & 1.1k AMD MI350Xs - GPUs scheduled for delivery at Prince George campus over the coming months - Raising AI Cloud https://t.co/e2gTegC5T9 $IREN is pleased to announce an expansion of its AI Cloud business. - Doubled AI Cloud capacity to 23k GPUs - Procurement of 7.1k NVIDIA B300s 4.2k NVIDIA B200s & 1.1k AMD MI350Xs - GPUs scheduled for delivery at Prince George campus over the coming"  
[X Link](https://x.com/FransBakker9812/status/1970083372530577452)  2025-09-22T11:10Z 22.9K followers, 220K engagements


"$IREN Weekly Space 10/19 Recording A big thank you to @brianfry01 and @KashRamki for making this a very informative and engaging space. We talked about IREN's optionality and unique position in the AI Superfactory ecosystem and we talked extensively about Sweetwater [--] and a possible early energization of the site 👀 See you next week Recording below https://x.com/i/spaces/1YpKkkoXalPKj https://x.com/i/spaces/1YpKkkoXalPKj"  
[X Link](https://x.com/anyuser/status/1980108401729581337)  2025-10-20T03:06Z 22.9K followers, 52.2K 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/anyuser/status/1980585814922072316)  2025-10-21T10:43Z 22.9K followers, 371K 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 https://x.com/i/spaces/1jMKgRkWOrWxLs=20 https://x.com/i/spaces/1jMKgRkWOrWxLs=20"  
[X Link](https://x.com/FransBakker9812/status/2020774252178485569)  2026-02-09T08:18Z 23K followers, 16.9K engagements


"@Google loves to build data centers near @IREN_Ltd. Tulsa you say Wow less than [---] miles from $IREN's new Oklahoma site Where did we see this before Oh that's right Sweetwater [--] is the first substation next to $GOOGL's new Haskell site the Cloud West Campus. Wow so Google keeps building new sites next to $IREN data center sites. Why don't you guys just work together By the way did you know that $IREN now offers both air + liquid cooling for Sweetwater [--] and [--] Pretty cool feature for running TPU's and GPU's in a single site. Wen deal"  
[X Link](https://x.com/FransBakker9812/status/2022290327617610230)  2026-02-13T12:42Z 23K followers, 23.3K engagements


"a pretty good comparison between $IREN and $NBIS $/MW revenue. There is currently no added value from their PaaS while costs are outrageous compared to the revenue. What TGP doesn't even mention is the product development which came in at 33% as % of revenue over the full year. @FrameworkWisely @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting Enough of the empty buzz words like "software" or "full stack" or "enterprises" or "startups". Here are the facts: NBIS has 170MWs of active power generating $1.25B of ARR. That means NBIS is monetizing each active MW for $7.35M per"  
[X Link](https://x.com/FransBakker9812/status/2022293142586962364)  2026-02-13T12:53Z 23K followers, 33.9K engagements


"Congratulations @Vertiv Spotted at $IREN on-site. Officially working with this $NVDA AI factory reference design supplier now are we Vertiv welcomes PurgeRite bringing specialized fluid management services and proprietary technology that deepen our capabilities in liquid cooling systems designed for AI and high-density data centers. Learn more: https://t.co/lOa1jF2ClO #Vertiv https://t.co/jslqjer9aQ Vertiv welcomes PurgeRite bringing specialized fluid management services and proprietary technology that deepen our capabilities in liquid cooling systems designed for AI and high-density data"  
[X Link](https://x.com/FransBakker9812/status/2022296501691769266)  2026-02-13T13:07Z 23K followers, 29.8K engagements


"@Nit5in But that's not the point. The point is the added value for $NBIS. Which there isn't any. That means the product is (too) cheap"  
[X Link](https://x.com/FransBakker9812/status/2022296847231144046)  2026-02-13T13:08Z 22.9K followers, [---] engagements


"@JonathanBTC @Google @IREN_Ltd Maebe"  
[X Link](https://x.com/FransBakker9812/status/2022296900935008261)  2026-02-13T13:08Z 22.9K followers, [----] engagements


"@AnotherZeldaFan @Google @IREN_Ltd without power you can't build fast enough"  
[X Link](https://x.com/FransBakker9812/status/2022316806111887861)  2026-02-13T14:27Z 22.9K followers, [---] engagements


"@genZinvest0r Dude Iren gets [----] per GPU hour. Hoppers go for $2+. There's not so much value in the GPU mix either way. The software is not making up the gap the scarcity is. Nothing you said invalidates his post. Try again. Also your darling has a dumpster fire of a PnL. Good luck"  
[X Link](https://x.com/FransBakker9812/status/2022342944167190653)  2026-02-13T16:11Z 23K followers, [----] engagements


"@genZinvest0r Year end capacity vs year end ARR. The $/MW is miserable and you know it. They didnt deliver the guided liquid cooled capacity either by the way"  
[X Link](https://x.com/FransBakker9812/status/2022347194347692209)  2026-02-13T16:28Z 22.9K followers, [---] engagements


"@TheMarketJarl @dkgoesparabolic @Vertiv @grok Lol"  
[X Link](https://x.com/FransBakker9812/status/2022357592157360515)  2026-02-13T17:09Z 22.9K followers, [---] engagements


"$IREN Well well well $IREN When people ask me: "Wen Deal" https://t.co/ifCrSNnJ1Q $IREN When people ask me: "Wen Deal" https://t.co/ifCrSNnJ1Q"  
[X Link](https://x.com/anyuser/status/1961180803951476813)  2025-08-28T21:35Z 22.9K followers, 19.1K engagements


"$IREN Roth Raises PT to $35 IREN: Full-Stack AI Cloud Leads but HPC Optionality Remains; PT to $35 @IREN_Ltd is leaning into full-stack AI Cloud while keeping optionality for HPC colocation allowing it to flexibly meet demand across its portfolio. IREN expects 10.9K GPUs contracted by YE25 ($200$250M ARR) and outlined retrofits across sites that would imply 700K+ GPU potential over time. IREN has proven execution (scaled BTC to [--] EH/s at $36K/BTC cost) and retains 3GW+ power flexibility to meet whichever demand (AIC or HPC) reflects the best ROI without committing to one single model. Given"  
[X Link](https://x.com/FransBakker9812/status/1961348961085583388)  2025-08-29T08:43Z 23K followers, 40.4K engagements


"$IREN Remember: Early Days Selling IREN at $25 is like selling Palantir at $30. Yes you are up 5x but you're about to miss the next leg up. Today is a Friday before a long weekend. A lot of profit taking guaranteed. Dumb money sells today. Smart money piles in Tuesday. NFA"  
[X Link](https://x.com/FransBakker9812/status/1961358554385801684)  2025-08-29T09:21Z 22.9K followers, 79.3K engagements


"$IREN Hits $34.00 overnight CPI: hold my beer"  
[X Link](https://x.com/anyuser/status/1965989483494735974)  2025-09-11T04:03Z 22.9K followers, 17.9K engagements


"$IREN Sweetwater [--] Interconnection PROOF Today I was notified of a new hit on a interconnection schedule by ERCOT earlier this year. Before we get to the best part I found something which serves as an interesting point of reference. In the file I found more information about the scheduled "Childress Clean Campus" by @Lancium The interconnection is planned for April [----]. That's a year later than $IREN's Sweetwater [--]. From a Morgan Stanley report that came out yesterday the TTM value of 1-year time advantage is $3-4 million per MW. Remember how they pulled it forward by [--] months That saved"  
[X Link](https://x.com/FransBakker9812/status/1966481862978846780)  2025-09-12T12:39Z 22.9K followers, 56.6K engagements


"$IREN On @ENERGY's Interactive Data Viewer Map: More Power Coming To Childress This week the interactive "Data Viewer" map from the Department of Energy and @NREL was launched. In this map all the data centers that are currently operating planned and in construction can be viewed - and the relevant capacity in megawatts (per county) can be seen. Texas and PJM stand out immediately with their high density of projects but of course we are mostly interested in Texas so let's see what we can find. First off there is the 2000MW showing in Fisher county as planned: This obviously is the 1400MW for"  
[X Link](https://x.com/FransBakker9812/status/1969336687168721225)  2025-09-20T09:43Z 22.9K followers, 52.9K engagements


"This is the best news we could have gotten on a day like this with bitcoin dumping. Here is the absolute best part of the release: The order reflects a growing trend of customers contracting capacity ahead of delivery with IREN in discussions for multi-thousand Blackwell clusters. Are you bullish yet"  
[X Link](https://x.com/anyuser/status/1970083907128135844)  2025-09-22T11:13Z 22.9K followers, 19.4K engagements


"$IREN Was I right "Selling IREN at $25 is like selling Palantir at $30" We're at $42 now. Consider yourself early and remember: the best is yet to come. 1400MW loading.🔥 $IREN Remember: Early Days Selling IREN at $25 is like selling Palantir at $30. Yes you are up 5x but you're about to miss the next leg up. Today is a Friday before a long weekend. A lot of profit taking guaranteed. Dumb money sells today. Smart money piles in Tuesday. NFA $IREN Remember: Early Days Selling IREN at $25 is like selling Palantir at $30. Yes you are up 5x but you're about to miss the next leg up. Today is a"  
[X Link](https://x.com/anyuser/status/1970133419968303573)  2025-09-22T14:29Z 22.9K followers, 34.8K engagements


"$CIFR Barber Lake Update 👀 Fortunately this time there were no clouds. The below image is [--] days after the one from the previous post so we can get a good sense of the pace of this acceleration. Lots to see not much to identify for now. I'm glad to announce we will be providing an Ultra HD 50cm pixel density shot of Barber lake in the coming [--] days. This is made possible by my subscribers. Here is a side by side comparison: September [--] on the left September [--] on the right. Judging by the speed of the changes and also the fact they are working on multiple locations on the site - makes me"  
[X Link](https://x.com/FransBakker9812/status/1971037254882566630)  2025-09-25T02:21Z 22.9K followers, 129.1K 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 [---] MW of critical IT load (supported by up to [---] 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)  2025-09-25T12:19Z 23K followers, 95.1K engagements


"Reggie assumes $400m capex for 50MW it load in Prince George at $8M/MW. Doesn't make any sense most is air cooled and only requires optional redundancy. All other costs included in GPU batch purchase. How could they come to this conclusion @MikePowerX"  
[X Link](https://x.com/FransBakker9812/status/1971478321029578877)  2025-09-26T07:33Z 22.9K followers, 68.8K engagements


"$IREN Ask yourself this: "From neutral to underweight" What does that tell you Don't focus on the underweight here the elephant in the room is in fact the neutral. Was he right last time $16 and neutral. The stock ran up 3x that. This man is making people lose money and somehow a few weeks later he is right Credibility is everything. Fade algos buy AI. Reggie is not ready for what's coming we are 🔥😎"  
[X Link](https://x.com/anyuser/status/1971509844113830388)  2025-09-26T09:39Z 22.9K followers, 27.8K engagements


"$IREN Multiple [--] figure holders set to buy at open to enforce gama squeeze + JP Morron short squeeze. V shape or noodles. The path of the brave is open"  
[X Link](https://x.com/anyuser/status/1971553138055455198)  2025-09-26T12:31Z 22.9K followers, 35.6K engagements


"$IREN "End users like AWS" " We have a multi GW pipeline" Dan giving us some nuggets here 👀 $IREN Dan on CNBC a minute ago 🫶 https://t.co/Tlinm4bBjL $IREN Dan on CNBC a minute ago 🫶 https://t.co/Tlinm4bBjL"  
[X Link](https://x.com/anyuser/status/1971769915863380062)  2025-09-27T02:52Z 22.9K followers, 31.6K engagements


"$IREN closed the week above $40 for the first time in history. All my put spreads expired worthless. Dan gave [--] masterclasses of being a CEO-chad on TV. I'm on a boat. Life is good bulls prevail. Have a good weekend fam 😎"  
[X Link](https://x.com/anyuser/status/1971833962143064443)  2025-09-27T07:07Z 22.9K followers, 31K engagements


"$IREN Shareholder Base Is Growing Globally In Korea @IREN_Ltd was the #3 bought stock in September according to the statistics from a financial government agency. Quite impressive for a $11B market cap company. H/T @ddu3imm @TheKamaHsutra @FlyBrandCEO @FransBakker9812 @mikealfred @bitcoinbutcher1 @litigious_dulce @KashRamki @IREN_Ltd $IREN holders from Nordnet bank (Nordic) https://t.co/IF5PJInHLh @TheKamaHsutra @FlyBrandCEO @FransBakker9812 @mikealfred @bitcoinbutcher1 @litigious_dulce @KashRamki @IREN_Ltd $IREN holders from Nordnet bank (Nordic) https://t.co/IF5PJInHLh"  
[X Link](https://x.com/anyuser/status/1972361061899653180)  2025-09-28T18:01Z 22.9K followers, 51.2K engagements


"$IREN Weekly Space 10/5/2025 Join us Sunday at 9PM ET for another weekly IREN space. Joining me: @bitcoinbutcher1 @litigious_dulce @edvestments @TheKamaHsutra Guest speakers are welcome. Will be recorded Post your questions below. See you tomorrow https://x.com/i/spaces/1kvKpMLRlbXGE https://x.com/i/spaces/1kvKpMLRlbXGE"  
[X Link](https://x.com/anyuser/status/1974441613054161192)  2025-10-04T11:48Z 22.9K followers, 79.6K engagements


"Nikki Matarazzo Artificial Intelligence Sales Lead at Dell Canada highlights their cooperation with @IREN_Ltd as they roll out their AI infrastructure roadmap together: Thrilled to celebrate the incredible vision of IREN 🚀 We at Dell Technologies are immensely proud to partner with IREN as they rapidly scale their business to meet the exponential demand for AI compute power. IREN's commitment to building vertically integrated next-generation AI Factories is truly groundbreaking. As Dan Roberts Co-CEO shared with theCUBE and NYSE Wired they have mastered the foundation: owning the land the"  
[X Link](https://x.com/FransBakker9812/status/1974753720148672802)  2025-10-05T08:29Z 22.9K followers, 38.5K engagements


"$IREN Good Morning 😎🔥"  
[X Link](https://x.com/anyuser/status/1975112920427340281)  2025-10-06T08:16Z 22.9K followers, 17.8K engagements


"There is no monthly ops report today from $IREN. I know this is not a fixed rule for [--] business days but nevertheless I did expect it. Here's a spicy take: $AMD announces a deal with @OpenAI $IREN bought $AMD last month $IREN "delays" the montly report Tuesday. moon Why else are we printing like crazy someone knows Now the real question is should I keep all my $52 calls for 10/10 until the report tomorrow or derisk on today's pump 🤔 Give me your best not-financial advice"  
[X Link](https://x.com/FransBakker9812/status/1975187576236712416)  2025-10-06T13:13Z 23K followers, 52.7K engagements


"$IREN $225m ARR This Q Contracted Premarket loves it Iren breaks $64. How do we feel bulls I say higher 😎🔥 Well done team @IREN_Ltd 🧡 $IREN is pleased to provide an update on its AI Cloud business. - New multi-year AI Cloud contracts with leading AI companies - Contracts secured for 11k GPUs representing $225m AI Cloud ARR by end of [----] - $500m AI Cloud ARR from 23k GPUs on track for Q1 [----] - NVIDIA https://t.co/uTin31YHJZ $IREN is pleased to provide an update on its AI Cloud business. - New multi-year AI Cloud contracts with leading AI companies - Contracts secured for 11k GPUs"  
[X Link](https://x.com/FransBakker9812/status/1975514500938744108)  2025-10-07T10:52Z 22.9K followers, 36K engagements


"That face you make when $IREN hits $63 in premarket"  
[X Link](https://x.com/anyuser/status/1975521264895766973)  2025-10-07T11:19Z 22.9K followers, 61.1K 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)  2025-10-08T13:11Z 23K followers, 118.2K engagements


"$IREN Good Morning: $66 In Pre-Market Sources saying [--] is imminent 👀"  
[X Link](https://x.com/FransBakker9812/status/1976560957787717873)  2025-10-10T08:10Z 23K followers, 40.7K 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 [----]. 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). 90% GPUs 10% ASICs. Are you ready 🔥 @bitcoinbutcher1"  
[X Link](https://x.com/FransBakker9812/status/1976571576226071030)  2025-10-10T08:52Z 23K followers, 43K engagements


"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)  2025-10-11T09:07Z 22.9K followers, 89.6K engagements


"Why $IREN Was Removed from the IBD [--] (By ChatGPT) Key finding: IRENs removal from the IBD [--] list in the week of October [--] [----] was almost certainly caused by its $875 million convertible-note offering announced on October [--] not by performance or editorial rotation. [--]. Nature of the Event IREN issued 0% convertible senior notes due [----] raising $875 million. Such convertible financings are treated by Investors Business Daily as corporate events that can temporarily disqualify a stock from eligibility in the IBD [--]. [--]. Why IBD Excludes Companies After Large Offerings IBDs rule-based"  
[X Link](https://x.com/FransBakker9812/status/1977269894480581071)  2025-10-12T07:07Z 22.9K followers, 92.4K engagements


"$IREN Opens $65 in Pre-Market We have a long way to go until the market opens but for now we are looking good. Good luck bulls 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 https://t.co/JuDQ8LvW4x 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"  
[X Link](https://x.com/anyuser/status/1977647574556488027)  2025-10-13T08:08Z 22.9K followers, 31.4K engagements


"$IREN Kash at Sweetwater 🔥 Drone shots wen 👀 Greetings from Sweetwater TX $IREN Never been more bullish https://t.co/fYHmsEvIYI Greetings from Sweetwater TX $IREN Never been more bullish https://t.co/fYHmsEvIYI"  
[X Link](https://x.com/FransBakker9812/status/1978127146582446541)  2025-10-14T15:53Z 22.9K followers, 43.2K engagements


"$IREN Good Morning Bulls Good Mourning Bears Recent photos of @RHouseResearch have surfaced after $IREN hit $70. https://t.co/OrkbVRsgPN Recent photos of @RHouseResearch have surfaced after $IREN hit $70. https://t.co/OrkbVRsgPN"  
[X Link](https://x.com/FransBakker9812/status/1978371875802869898)  2025-10-15T08:06Z 22.9K followers, 37.4K 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/anyuser/status/1978440309382971605)  2025-10-15T12:38Z 22.9K followers, 20.5K 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: https://x.com/i/spaces/1YpKkkoXalPKj https://x.com/i/spaces/1YpKkkoXalPKj"  
[X Link](https://x.com/FransBakker9812/status/1979020837392126294)  2025-10-17T03:05Z 23K followers, 101.9K engagements


"52 Week Range: $5.12 - $74.15 This is not a meme stock ladies and gentlemen. This is $IREN a next-generation data center company that utilizes 100% 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. https://twitter.com/i/web/status/1979124628619694533 https://twitter.com/i/web/status/1979124628619694533"  
[X Link](https://x.com/FransBakker9812/status/1979124628619694533)  2025-10-17T09:57Z 22.9K followers, 20.2K engagements


"$IREN Not if but when. 2026-2027 then. $IREN is a $100B company because of this: All the hyperscalers and major Al labs are materially short compute which puts IREN in a unique position given it has: [--]. The land [--]. The power [--]. Access to capital [--]. Data center expertise that could allow it to become one of the https://t.co/gLB50O4lF1 $IREN is a $100B company because of this: All the hyperscalers and major Al labs are materially short compute which puts IREN in a unique position given it has: [--]. The land [--]. The power [--]. Access to capital [--]. Data center expertise that could allow it to become"  
[X Link](https://x.com/FransBakker9812/status/1979543941793149109)  2025-10-18T13:43Z 22.9K followers, 104K engagements


"$IREN Umbi has the goods: IREN is safe from new regulatory framework in BC After IR confirmed they did not expect any impact @Umbisam now brings it home with the material proof. $IREN With regard to the new British Columbia regulations over crypto mining & AI I'm happy to confirm that official reports do formally confirm that it will apply to 'new connections requests and queued projects' while 'existing operational facilities in these sectors aren't https://t.co/kS2ad9q5Na $IREN With regard to the new British Columbia regulations over crypto mining & AI I'm happy to confirm that official"  
[X Link](https://x.com/anyuser/status/1980961679115522062)  2025-10-22T11:37Z 22.9K followers, 41.6K engagements


"You know what's better than being right Being right after the [--] guys you blocked bought puts 🤣 $IREN"  
[X Link](https://x.com/anyuser/status/1981708757337039095)  2025-10-24T13:06Z 22.9K followers, 17.2K engagements


"$IREN above $60 here we go again Have a good weekend fam you deserve it 😎 See you Sunday 9pm this week hosted by @bitcoinbutcher1 Winning 🔥"  
[X Link](https://x.com/anyuser/status/1981981332227129831)  2025-10-25T07:09Z 22.9K followers, 34K engagements


"$IREN Cantor: IREN Always Hits Their Targets Nobody cares about HC Wainwright. Brett Knoblauch explains why his renowned firm has a $100 price target for the company. "Everything that @IREN_Ltd has said from a target perspective they have gone out and delivered""  
[X Link](https://x.com/FransBakker9812/status/1983499846045601960)  2025-10-29T11:43Z 22.9K followers, 139.9K engagements


"@iTzAnthonyNap @TheKamaHsutra @cryptomiami1 It will happen. We're going to get a deal but it's just very hard to time it. For anyone reading this: bookmark me and call me out in [--] months if we are empty handed"  
[X Link](https://x.com/anyuser/status/1983507997641834949)  2025-10-29T12:15Z 22.9K followers, 27.3K engagements


"Congrats @FireworksAI_HQ 🥳 Now you got that $250m you should go talk to @tim_delcourt for some dedicated B200 inference clusters. Next week will be our big week @IREN_Ltd Together we can make it even better 😎 Big week for Fireworks Yesterday we announced our $250M Series C and today were proud to be named one of LinkedIns Top Startups in San Francisco. Huge thanks to our customers partners and teammates for making Fireworks what it is today. This has been a big week for https://t.co/eC0skmqzuD Big week for Fireworks Yesterday we announced our $250M Series C and today were proud to be named"  
[X Link](https://x.com/FransBakker9812/status/1983823092037083186)  2025-10-30T09:07Z 22.9K followers, 63.9K engagements


"A few weeks ago $IREN filed their FY2025 ARS (Annual Report to Security Holders). I want to talk about a few interesting points in here. First of all there is the development pipeline that we are patiently waiting for to come to fruition. Add new sites with attractive energy arrangements We continue to explore additional sites to build our global platform both within our existing markets and in new markets where we believe we can obtain attractive energy arrangements and provide benefits to the local energy markets and communities. In addition to our four operating sites (three in British"  
[X Link](https://x.com/FransBakker9812/status/1984147053740511715)  2025-10-31T06:34Z 22.9K followers, 100.8K engagements


"Kid analysts chart squigglers & $NBIS CTO's may I have your attention please. Have fun staying unprepared. Software is as much as a moat as it was for Winzip. There is no second LZ_West Steady now lads. Ps @eisokant is a communist. Who the fuck goes on camera for @wef 🤮 You are simply not prepared for whats coming. If you dont believe me or dont get it I dont have time to convince you sorry. You are simply not prepared for whats coming. If you dont believe me or dont get it I dont have time to convince you sorry"  
[X Link](https://x.com/FransBakker9812/status/1984601837824328139)  2025-11-01T12:42Z 23K followers, 28.6K engagements


"$IREN "You may think the price is $50 or $100 I think it's $1000" MA BREAKING: CANTOR FITZGERALD RAISES IREN PRICE TARGET TO $142 https://t.co/3bnMQwYAEq BREAKING: CANTOR FITZGERALD RAISES IREN PRICE TARGET TO $142 https://t.co/3bnMQwYAEq"  
[X Link](https://x.com/FransBakker9812/status/1985322868352168046)  2025-11-03T12:27Z 22.9K followers, 89.4K engagements


"$IREN This is epic Dulce is either a psychic or an insider. lol. Lmao even. lol. Lmao even"  
[X Link](https://x.com/anyuser/status/1985339296589418734)  2025-11-03T13:32Z 22.9K followers, 89.6K engagements


"Man I love how @rftylerpage is running this earnings call. This is not just confidence Tyler is absolutely destroying any Texas-skeptic and entirely validated by signing yet another colo deal now with the MOST DEMANDING Mag7 client when it comes to Data Center requirements. Proud $CIFR shareholder here"  
[X Link](https://x.com/FransBakker9812/status/1985341623060812128)  2025-11-03T13:41Z 22.9K followers, 17.7K engagements


"Why would they fund the entire capex with 10% interest debt if they just got a convertible note at 42.5% premum and 0% interest Why would a Mag7 hyperscaler tenant not lower the interest on debt for this deal at a lower rate than their previous high single digit interest Why are you applying historical efficiency on a new project Why is your share count wrong They already have a 272m float today Why would they dilute at $60 if the share price is already above $70 Why not do another convertible note with capped call above $100 Are you using bear-mode or do you want to be taken serious"  
[X Link](https://x.com/FransBakker9812/status/1985359004621475931)  2025-11-03T14:50Z 22.9K followers, 24.7K engagements


"$IREN To Join Nasdaq-100 $IREN is on the verge of joining the Nasdaq-100. It already checks every box: market cap liquidity earnings. The final step: close November above $70. 📅 Official notice Dec [--] inclusion Dec [--]. Then the passive inflows start. 🚀 $IREN is on the verge of joining the Nasdaq-100. It already checks every box: market cap liquidity earnings. The final step: close November above $70. 📅 Official notice Dec [--] inclusion Dec [--]. Then the passive inflows start. 🚀"  
[X Link](https://x.com/anyuser/status/1985749191491273037)  2025-11-04T16:41Z 22.9K followers, 51.5K engagements


"$IREN changing lives 🔥 Yee look see you tomorrow☕ https://t.co/VO7JYYI88X Yee look see you tomorrow☕ https://t.co/VO7JYYI88X"  
[X Link](https://x.com/anyuser/status/1986258562231029918)  2025-11-06T02:25Z 22.9K followers, 27.3K engagements


"$IREN Reports Q1 FY26 Results: Fireworks 🎆 New multi-year contracts including Together AI Fluidstack and Fireworks AI supporting growth to target AI Cloud ARR of $500m by end of Q1 [----] Who would've known Congrats @FireworksAI_HQ 🥳 Now you got that $250m you should go talk to @tim_delcourt for some dedicated B200 inference clusters. Next week will be our big week @IREN_Ltd Together we can make it even better 😎 Congrats @FireworksAI_HQ 🥳 Now you got that $250m you should go talk to @tim_delcourt for some dedicated B200 inference clusters. Next week will be our big week @IREN_Ltd Together"  
[X Link](https://x.com/anyuser/status/1986541939186119089)  2025-11-06T21:11Z 23K followers, 85.9K engagements


"$IREN - Expansion Outside Of Texas CONFIRMED Security deposits Security deposits at September30 [----] and June30 [----] include deposits paid for expansion projects in British Columbia Canada Oklahoma USA and West Texas USA. So they didn't announce the site but they confirmed it's in the making How's my prediction looking now - Fireworks AI ✅ - Oklahoma Expansion ✅ What else do I know $IREN My Earnings Wishlist pt1 Since many have posted their wishlist before me I will take a different approach and will just write down anything that I think is likely to happen in the coming 6-12 months which"  
[X Link](https://x.com/anyuser/status/1986663347828478124)  2025-11-07T05:13Z 22.9K followers, 96.1K engagements


"$IREN fixes this CoreWeave CEO states third-party datacenter delays will impact Q4 expectations. $CRWV shares drop 7% after-hours reversing an earlier 4% gain. CoreWeave CEO states third-party datacenter delays will impact Q4 expectations. $CRWV shares drop 7% after-hours reversing an earlier 4% gain"  
[X Link](https://x.com/FransBakker9812/status/1988047186488099192)  2025-11-11T00:52Z 22.9K followers, 39.1K engagements


"$IREN Sweetwater [--] Update "turning to Sweetwater our flagship data center hub in West Texas which has been somewhat overshadowed in recent months by the activity in Childress and Canada" Dan was on point here. Sweetwater [--] is getting very little attention and they got basically no question from analysts with regards to customer interest during the quarter. There are things happening though and all we got from the earnings report was a picture of the site. That picture however shows some interesting information that most of you didn't know. In the picture from Oktober we are looking at the"  
[X Link](https://x.com/FransBakker9812/status/1988210794639880566)  2025-11-11T11:42Z 22.9K followers, 46.6K engagements


"$IREN shareholders check this out On todays podcast we provide the highlights of our visit to @IREN_Ltds Flagship facility Childress where the pictures do not really do justice to the size and quality of the infrastructure. A big thank you to the whole Team at $IREN for being so welcoming and hospitable. ❤ https://t.co/LCPZ5tMG7d On todays podcast we provide the highlights of our visit to @IREN_Ltds Flagship facility Childress where the pictures do not really do justice to the size and quality of the infrastructure. A big thank you to the whole Team at $IREN for being so welcoming and"  
[X Link](https://x.com/anyuser/status/1988295030134702532)  2025-11-11T17:17Z 22.9K followers, 37.5K engagements


"$IREN is being dumped I see that. But you know how many institutional investors I spoke to that were worried about the valuation You know how long a company can stay in a pipeline or watchlist because the Bloomberg terminal says the PE is high This is the discount they needed slowly scooping up shares left and right. I am confident we are double this share price in a year from now. Don't let the kid analysts and chart squigglers get to you. My average on $IREN is $9.45 and I have a ton of calls for $9 $10 and $12. but I'm here with you in the trenches. Short $60 and $70 puts for the coming 3"  
[X Link](https://x.com/FransBakker9812/status/1988990530261528698)  2025-11-13T15:21Z 22.9K followers, 232K engagements


"$HUT did a great deal today. What Perry Lin conveniently leaves out is the fact that $WULF has no deal with $GOOGL at all. Google is not @TeraWulfInc's customer. In fact Google is only required to backstop Fluidstacks lease obligations during the first [--] years of the 10-year lease. And guess what happens after that 6-year period Fluidstack will likely need new GPUs as Perry noted in his post which is the most capital intensive part of the term paired with the highest credit and thus default risk. If that happens and Fluidstack defaults Google will have [--] options: [--]. Stepping in and assume the"  
[X Link](https://x.com/FransBakker9812/status/2001550778180288991)  2025-12-18T07:11Z 22.9K followers, 37K engagements


"$IREN Earnings prediction - Reveal plans to move all mining to Sweetwater in [----] to make place in Childress for 100% AI/HPC capacity of 750MW. - Horizon [--] remains 50MW Critical IT load but 25MW remaining will not go to mining at Childress. - 50EH/s instead of 52EH/s this year. 2EH/s will be moved to Sweetwater to come online in [----]. - Possibly new design reveal of AI/HPC DC with liquid cooling. - Acquisition of 3-5k HGX B200 GPU's with financing and pre-leased capacity. - Upsize in ARR guidance for cloud. - No client for Sweetwater but continued talks whole-of-site tenant still in play"  
[X Link](https://x.com/anyuser/status/1922612092290678872)  2025-05-14T11:16Z 22.9K followers, 33.5K engagements

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