# ![@JarronJackson4 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1228301529972649984.png) @JarronJackson4 Jarron Jackson

Jarron Jackson posts on X about $iren, ai, bitcoin, cloud the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1228301529972649984/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228301529972649984/c:line/m:interactions.svg)

- [--] Week [-------] +28,898%
- [--] Month [-------] +996%
- [--] Months [---------] -49%
- [--] Year [---------] -80%

### Mentions: [--] [#](/creator/twitter::1228301529972649984/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228301529972649984/c:line/m:posts_active.svg)

- [--] Week [--] +86%
- [--] Month [--] +52%
- [--] Months [---] -21%
- [--] Year [---] -19%

### Followers: [-----] [#](/creator/twitter::1228301529972649984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228301529972649984/c:line/m:followers.svg)

- [--] Week [-----] +1.60%
- [--] Month [-----] +1.90%
- [--] Months [-----] +24%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::1228301529972649984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228301529972649984/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  42.57% [finance](/list/finance)  38.61% [cryptocurrencies](/list/cryptocurrencies)  18.81% [technology brands](/list/technology-brands)  12.87% [fashion brands](/list/fashion-brands)  1.98% [financial services](/list/financial-services)  1.98% [countries](/list/countries)  0.99% [exchanges](/list/exchanges)  0.99% [nba](/list/nba)  0.99%

**Social topic influence**
[$iren](/topic/$iren) 28.71%, [ai](/topic/ai) 15.84%, [bitcoin](/topic/bitcoin) 14.85%, [cloud](/topic/cloud) 8.91%, [data](/topic/data) 7.92%, [business](/topic/business) 6.93%, [entire](/topic/entire) 5.94%, [ceo](/topic/ceo) 4.95%, [investment](/topic/investment) 4.95%, [to the](/topic/to-the) 3.96%

**Top accounts mentioned or mentioned by**
[@saycheesedgtl](/creator/undefined) [@mrmag314](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@lazaruscapital](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@litigiousdulce](/creator/undefined) [@danroberts0101](/creator/undefined) [@agrippainv](/creator/undefined) [@thekamahsutra](/creator/undefined) [@lazarus_capital](/creator/undefined) [@repzdacanes](/creator/undefined) [@tickersymbolyou](/creator/undefined) [@therealkiyosaki](/creator/undefined) [@kaithesalt](/creator/undefined) [@alphatrader00](/creator/undefined) [@mikealfred](/creator/undefined) [@cazenoveuk](/creator/undefined) [@matthewsigel](/creator/undefined) [@corescientific](/creator/undefined) [@warrenpies](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Microsoft Corp. (MSFT)](/topic/microsoft) [Equinix Inc (EQIX)](/topic/$eqix) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [CoreWeave, Inc (CRWV)](/topic/$crwv) [TeraWulf Inc. (WULF)](/topic/$wulf) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Oracle Corporation (ORCL)](/topic/$orcl) [Galaxy Digital Inc. (GLXY)](/topic/galaxy-digital) [Applied Digital Corp. (APLD)](/topic/$apld) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"BNP Paribas who was previously one of $IRENs largest shareholders and sold out every last share last quarter at a sizable profit is now back in as of today with size 4.2M shares acquired"  
[X Link](https://x.com/JarronJackson4/status/2021253833117020502)  2026-02-10T16:04Z [----] followers, 86K engagements


"Goldman with 7.3m shares of $IREN an increase of 5.1m shares during the quarter (233% increase). Same guys handling the 3.6b GPU financing package getting loaded to the tits eh What would they know that Dipshit Danny on X who keeps comparing colo to cloud doesn't Looking forward to Michael Ng's updated research report. BNP Paribas who was previously one of $IRENs largest shareholders and sold out every last share last quarter at a sizable profit is now back in as of today with size 4.2M shares acquired. https://t.co/7xSnFzjP1U BNP Paribas who was previously one of $IRENs largest shareholders"  
[X Link](https://x.com/JarronJackson4/status/2021333587539235259)  2026-02-10T21:20Z [----] followers, 78.3K engagements


"Situational Awareness looks heavily tilted toward AI infrastructure. CoreWeave (CRWV) 13.61% Core Scientific (CORZ) 8.75% IREN 8.19% Applied Digital (APLD) 3.36% Galaxy Digital (GLXY) 2.24% Riot - 1.65% https://twitter.com/i/web/status/1989459764649087334 https://twitter.com/i/web/status/1989459764649087334"  
[X Link](https://x.com/JarronJackson4/status/1989459764649087334)  2025-11-14T22:25Z [----] followers, [----] engagements


"@RepzdaCanes @Core_Scientific X page is dead as fuck. Who's grandma is running this page"  
[X Link](https://x.com/JarronJackson4/status/2021336920454754315)  2026-02-10T21:34Z [----] followers, [--] engagements


"@WarrenPies @danroberts0101 Dan just talked about this on earnings call lastnite"  
[X Link](https://x.com/JarronJackson4/status/2019772899385561536)  2026-02-06T13:59Z [----] followers, [---] engagements


"@Lazarus_Capital @PaladinOfEurope A fully paid off datacenter with a 20-year life while making 100m+ net income per year over [--] years. I'll take it. Now do the math on the margins for b200/b300s with lite retrofits in their air-cooled facilities"  
[X Link](https://x.com/JarronJackson4/status/2019802891133796402)  2026-02-06T15:58Z [----] followers, [--] engagements


"@mrmag314 @treasury_bill @BitcoinAIGuy @edge_of_power For anyone who isnt a newbie to these stocks we remember when IRENWULF and CIFR were trading at the same marketcap. now IREN is 2.1x bigger and going much higher. @BitcoinAIGuy"  
[X Link](https://x.com/JarronJackson4/status/2021277304370892825)  2026-02-10T17:37Z [----] followers, [---] engagements


"@RepzdaCanes Have they announced earnings officially on 2/25"  
[X Link](https://x.com/JarronJackson4/status/2021336398339735660)  2026-02-10T21:32Z [----] followers, [---] engagements


"@Lazarus_Capital @TickerSymbolYOU Respectfully no one is checking for your spreadsheet fam. This is like your 7th alt account where you live to spread fud. Get some real analytical credentials and then someone other than your mother will care about your work. Bernie Mac got the deal at 9% Unlevered"  
[X Link](https://x.com/JarronJackson4/status/2021341231075197255)  2026-02-10T21:51Z [----] followers, [--] engagements


"@Lazarus_Capital @TickerSymbolYOU Indeed the difference is they are credentialed and people actually read their work you are Joe Blow from X on a alt account that lives to spread fud"  
[X Link](https://x.com/JarronJackson4/status/2021343288611967208)  2026-02-10T21:59Z [----] followers, [--] engagements


"@VickyLynnLovey @Amora__Bella @exclusvty @ohKAYx33 What makes Bitcoin better than Zelle Its literally digital immutable money that works without 3rd parties. I can send [---] million dollars to a friend in China instaneously with banks or the govenrment being in my fucking business"  
[X Link](https://x.com/anyuser/status/1303902161353551872)  2020-09-10T03:44Z [----] followers, [--] engagements


"@theRealKiyosaki Funny that Trump couldnt denounce White Supremacy"  
[X Link](https://x.com/anyuser/status/1311323491099201539)  2020-09-30T15:14Z [----] followers, [--] engagements


"@theRealKiyosaki No thx on Gold & Silver. All #Bitcoin"  
[X Link](https://x.com/anyuser/status/1372363385988378626)  2021-03-18T01:45Z [----] followers, [--] engagements


"Coinbase insiders dumped mega hard"  
[X Link](https://x.com/anyuser/status/1383443950434865159)  2021-04-17T15:35Z [----] followers, [---] engagements


"@RyanSAdams Bitcoin is for ppl who like hard money that can't be fucked with not ETH coins with a unverifiable supply. "B.b.b.b.ut eIP 1559""  
[X Link](https://x.com/anyuser/status/1388128671081418755)  2021-04-30T13:50Z [----] followers, [--] engagements


"@PeterMcCormack Lmao England the guys who owned half of the world now that own a country half the size of Texas"  
[X Link](https://x.com/anyuser/status/1389734141709668355)  2021-05-05T00:10Z [----] followers, [---] engagements


"@soullessbodiez @DudespostingWs "Getting rich off bitcoin is not a W""  
[X Link](https://x.com/anyuser/status/1395704253310717955)  2021-05-21T11:33Z [----] followers, [--] engagements


"@NeerajKA 👇 how it started. 👇 how it's going"  
[X Link](https://x.com/anyuser/status/1396473771310129152)  2021-05-23T14:31Z [----] followers, [---] engagements


"@paulkrugman Oh"  
[X Link](https://x.com/anyuser/status/1430890317797003269)  2021-08-26T13:50Z [----] followers, [---] engagements


"@dylanleclair [--] minutes into Thanksgiving dinner and I am being shunned by my entire family for saying I'm never voting for another Democrat 😆"  
[X Link](https://x.com/anyuser/status/1463932661496492043)  2021-11-25T18:08Z [----] followers, [--] engagements


"@PeterSchiff Lmao Gold is down -1.49% YoY. and Peter's Gold Fund is down more than-20% in the past year"  
[X Link](https://x.com/anyuser/status/1464214663239983110)  2021-11-26T12:49Z [----] followers, [---] engagements


"@SaycheeseDGTL Black ppl the only ppl I know who get rich off their own ppl then brags about their wealth and how poor the ppl are that made them wealthy"  
[X Link](https://x.com/anyuser/status/1472225856265367558)  2021-12-18T15:22Z [----] followers, [---] engagements


"@tomaskarenine @GRDecter No steroids bro. A good diet with lots of protein a solid workout that's repeated daily lots of water and maybe a little Dianabol 😆"  
[X Link](https://x.com/anyuser/status/1475839380157870081)  2021-12-28T14:41Z [----] followers, [---] engagements


"@DefiantLs @CheriJacobus 🤡 🤡 🤡 🤡"  
[X Link](https://x.com/anyuser/status/1490365865988136963)  2022-02-06T16:44Z [----] followers, [---] engagements


"@mmpadellan Yeah you're definitely a 🤡 sir"  
[X Link](https://x.com/anyuser/status/1502672667652014085)  2022-03-12T15:47Z [----] followers, [---] engagements


"@FirstSquawk And he's been nominated for a Nobel peace prize. 🤡"  
[X Link](https://x.com/anyuser/status/1505543610665635844)  2022-03-20T13:55Z [----] followers, [--] engagements


"@PathBitcoin @bitcoinarchive @100trillionUSD Random guy with no law experience "I don't think grayscale has a chance against the sec""  
[X Link](https://x.com/anyuser/status/1508513866669559810)  2022-03-28T18:38Z [----] followers, [---] engagements


"@PARABOLIT @ApeDurden " we get margin called at 21k if we do we'll just post more btc collateral" They have 125k BTC. this is definitely a shitty post"  
[X Link](https://x.com/anyuser/status/1521830142229762053)  2022-05-04T12:32Z [----] followers, [---] engagements


"@SaycheeseDGTL This dude is a legend. He made the pill $1 for government and hospitals but raised the price to $700 for Walmart/Walgreens and other big corporations. 🔥 🔥"  
[X Link](https://x.com/anyuser/status/1527673215908208642)  2022-05-20T15:30Z [----] followers, [---] engagements


"@itsloganshippy Logan you should really just buy index funds/etf's that track the s&p [---]. HEX is down 75% since you said you believe Richard Hart will take us to Valhalla. Now you're operating on peak hopium thinking luna [---] will succeed after luna [---] took 300k from your family"  
[X Link](https://x.com/anyuser/status/1530276888429600769)  2022-05-27T19:56Z [----] followers, [--] engagements


"@RichardHeartWin Lol imagine holding hex that's locked up for [--] years with a promised 40% apr payout while the coin Is down -90% and the founder is flexing with your money. @SpriggsIi"  
[X Link](https://x.com/anyuser/status/1533122724268081152)  2022-06-04T16:25Z [----] followers, [---] engagements


"@PoloCrazzzzy @D_Money102 @SaycheeseDGTL Mans calls hisself a rude boy lol"  
[X Link](https://x.com/anyuser/status/1559563469103456256)  2022-08-16T15:31Z [----] followers, [--] engagements


"@LuckyRabbit823 @SaycheeseDGTL Lol Nick cannon legacy isnt anything substantial to live off of. The Wayans were actually talented and fed off of each other which help them grow and develop"  
[X Link](https://x.com/anyuser/status/1562588021538832385)  2022-08-24T23:49Z [----] followers, [--] engagements


"@ProducedByEugee @same__ol_G @SaycheeseDGTL They got a store downtown but the old one on airways done"  
[X Link](https://x.com/JarronJackson4/status/1569825735874945024)  2022-09-13T23:09Z [----] followers, [---] engagements


"@digantaculer @JonathonEro @Rap Look how quick you lied. 10% of Adidas revenue. worth [--] billion. Yeezy also increased the brand sales of the adidas pants/clothing/hoodies. https://www.washingtonpost.com/business/2022/10/11/adidas-kanye-west-yeezy/ https://www.washingtonpost.com/business/2022/10/11/adidas-kanye-west-yeezy/"  
[X Link](https://x.com/anyuser/status/1585341271618772993)  2022-10-26T18:43Z [----] followers, [---] engagements


"@firefist_woods @WatcherGuru "Indepdent from banks and third parties". XRP is a centralized 3rd party fam"  
[X Link](https://x.com/anyuser/status/1596884089306771457)  2022-11-27T15:10Z [----] followers, [---] engagements


"@NBAMemes This is old. The 17yr old hit him in the face with the ball and got rocked. It happen in July [----]. And it has been settled outside of court long ago. The story was sold to TMZ recently though"  
[X Link](https://x.com/anyuser/status/1610348279308468225)  2023-01-03T18:52Z [----] followers, 39.7K engagements


"@Zempithy @TheNBACentral @markhaynesnba Definitely could of help the Lakers. Yall boys got destroyed by the Nuggets"  
[X Link](https://x.com/anyuser/status/1666117818457243648)  2023-06-06T16:20Z [----] followers, [----] engagements


"@CREAMYCOLE_ [--]. Hide ya ho [--]. Buy some stock in Central bbq/wing guru"  
[X Link](https://x.com/anyuser/status/1668363040952053761)  2023-06-12T21:02Z [----] followers, [----] engagements


"Iren has 191m outstanding shares today. Let's say they dilute the entire 500m ATM tomorrow which puts them at 298m outstanding shares. Is [--] EH/s at [--] j/th within the next [--] months worth [---] billion dollars You guys were just paying that for Cifr with [---] eh/s last week"  
[X Link](https://x.com/anyuser/status/1790878649454907860)  2024-05-15T22:55Z [----] followers, 11.4K engagements


"@empireenjoyer10 @visegrad24 Lol he's European when he's dominating sports and he's African when be talking about politics 🤡"  
[X Link](https://x.com/anyuser/status/1802405864587903062)  2024-06-16T18:20Z [----] followers, 16.6K engagements


"This is pretty bullish for $WULF and speaks to why the stock has been going nuts lately"  
[X Link](https://x.com/anyuser/status/1806106048568205314)  2024-06-26T23:23Z [----] followers, 14.6M engagements


""We believe BTC miners have an edge over legacy datacenter REITs in building GW sized a.i datacenters" -Bernstein Bernstein: "Legacy data centers are actually REIT businesses (DLR EQIX) often drawing value from real estate rather than power strategy being their focal point. In contrast #Bitcoin miners have built strategy around stranded power and thus locations are non-conventional https://t.co/5joleal44J Bernstein: "Legacy data centers are actually REIT businesses (DLR EQIX) often drawing value from real estate rather than power strategy being their focal point. In contrast #Bitcoin miners"  
[X Link](https://x.com/anyuser/status/1828039025476915201)  2024-08-26T11:57Z [----] followers, [----] engagements


"$RIOT considering AI pivot 👀 NEW: Riot Platforms CEO Jason Les expressed interest in AI opportunities if they align with the company's goals during interview with Bernstein. https://t.co/uXBuAh1HcX NEW: Riot Platforms CEO Jason Les expressed interest in AI opportunities if they align with the company's goals during interview with Bernstein. https://t.co/uXBuAh1HcX"  
[X Link](https://x.com/anyuser/status/1843271361227346046)  2024-10-07T12:45Z [----] followers, 13.1K engagements


"@MellyFreshh @SaycheeseDGTL "It be on your own people" Durk let you dummies online pressure him into sliding for Von. It's was literally nobody but himself for initiating the shit"  
[X Link](https://x.com/anyuser/status/1849762729239711797)  2024-10-25T10:39Z [----] followers, [----] engagements


"$CLSK Definitely cooked. [---] btc produced [----] HODL [-----] j/th [----] EH/s hash online"  
[X Link](https://x.com/anyuser/status/1853439218594263044)  2024-11-04T14:08Z [----] followers, 21.5K engagements


"@KaiTheSalt @danroberts0101 Where as IREN's investors primarily consist of hedge funds and investment banks which operate under fewer restrictions and oversight regarding their investment choices. @litigious_dulce @Agrippa_Inv @AlphaTrader00 @TheKamaHsutra @theBTCMiningGuy"  
[X Link](https://x.com/anyuser/status/1856362035593793789)  2024-11-12T15:42Z [----] followers, 10.9K engagements


"Just when I thought it couldn't get more exciting BlackRock jumps in with their first $IREN purchasedisclosing 518k shares Next up watch as BlackRock overtakes CastleHook as the largest shareholder and lets wait for Vanguard to join the party. Big moves ahead @KaiTheSalt @danroberts0101 Where as IREN's investors primarily consist of hedge funds and investment banks which operate under fewer restrictions and oversight regarding their investment choices. @litigious_dulce @Agrippa_Inv @AlphaTrader00 @TheKamaHsutra @theBTCMiningGuy https://t.co/7Hqr3ks0nf @KaiTheSalt @danroberts0101 Where as"  
[X Link](https://x.com/JarronJackson4/status/1856864999404175467)  2024-11-14T01:01Z [----] followers, 26.4K engagements


"@mannanuzair786 @investanswers $IREN grew hash by 450%. $CLSK grew by 270% Both accretive and have the most efficient fleets and amongst the lowest all in coin cost"  
[X Link](https://x.com/JarronJackson4/status/1856872395442713071)  2024-11-14T01:30Z [----] followers, 28.1K engagements


"Bullish for $IREN OpenAI plans to build its own U.S. datacenters to support reaching [--] billion users. With Microsoft Azure maxed at capacity theyve partnered with Oracle Cloud for training their models but need more infrastructure for their training goals. In a recent interview OpenAI confirmed plans to build datacenter clusters in the Midwest and Southwest but didnt reveal exact locations. IRENs 1.4GW site in Sweetwater TX a prime Southwest location is up for grabs and could be a perfect fit for OpenAIs expansion needs. I wouldn't be surprised if $MSFT was the hyperscaler that $IREN has been"  
[X Link](https://x.com/anyuser/status/1864375344003698874)  2024-12-04T18:24Z [----] followers, 21.7K engagements


"**Speculative Post** Hut [--] appears to be partnering with Meta to develop a groundbreaking AI data center in West Feliciana Parish Louisiana. While not officially confirmed Im led to believe this collaboration is likely given the scale and focus of the project. The $12 billion endeavor will begin with two 450000-square-foot buildings costing $2.5 billion with $10 billion allocated for cutting-edge machinery and equipment to support AI initiatives. Kenny Havard confirmed on Tuesday December 10th that the data center project is indeed being developed by Hut [--]. (Though how Hut [--] plans to finance"  
[X Link](https://x.com/anyuser/status/1866940098736263559)  2024-12-11T20:16Z [----] followers, 41.4K engagements


"@Nickbrooks65"  
[X Link](https://x.com/JarronJackson4/status/1875695170706112660)  2025-01-05T00:05Z [----] followers, 27.9K engagements


"Cleanspark is hiring in Jackson TN just [--] minutes from Memphis TN. Cleanspark acquired this 60MW Bitcoin mining site in Jackson through its acquisition of GRIIDs assets in [----] (GRIID announced acquisition of this site in February [----] which is their first expansion from East TN to West TN about [--] hours away) Jacksons Mayor @MayorConger has been a Bitcoin advocate for years even proposing to pay city employees in BTC His pro-Bitcoin stance likely made Jackson an attractive location for miners. All signs point to Cleansparks 60MW site in Jackson TN becoming a reality sooner rather than later"  
[X Link](https://x.com/JarronJackson4/status/1876043043255554128)  2025-01-05T23:08Z [----] followers, [----] engagements


"Assenagon Asset Management with $60 billion AUM recently filed their latest 13F report. The filing disclosed a purchase of [----] million shares of $CLSK valued at approximately $40 million while simultaneously exiting their entire position in $MARA Interesting times ahead. @theBTCMiningGuy"  
[X Link](https://x.com/anyuser/status/1879512479685812224)  2025-01-15T12:54Z [----] followers, 22.5K engagements


"If you're going to announce a new $1 billion ATM its only reasonable to provide clarity by confirming that you have a customer and are funding the capex yourselves. Simply stating ongoing discussions with third parties is not an adequate or reassuring response. $WULF told their shareholders about [--] months in advance that a deal was coming even though they didn't reveal the official customer until a later date. Just last month the focus was on investor distributions and dividends and now its shifted to proposing a $1 billion ATM instead. This inconsistency raises concerns. Dont get too cute"  
[X Link](https://x.com/JarronJackson4/status/1881712167306907883)  2025-01-21T14:35Z [----] followers, 26.4K engagements


"@drboycewatkins1 "The president has limited power Obama couldn't just do stuff" Trump - [---] executive orders going up on day 1"  
[X Link](https://x.com/JarronJackson4/status/1884388610054709477)  2025-01-28T23:50Z [----] followers, 19.1K engagements


"Just ran through DLR EQIX and IRMs Q4 earnings + [----] targets and listening to their earnings calls. One thing is obvious: These data center REITs arent builtor capableof delivering the 100MW+ AI training sites hyperscalers need right now. Their focus is different: DLR Enterprise IT cloud colo sub-5MW deals. EQIX Interconnection hub cloud on-ramps some 0-30MW hyperscale (xScale). IRM Growing but still sub 500MW total operational overall doing small/mid-sized builds offering record management/storage/cloud colo not hyperscale training clusters. None of them have the capacity pipeline to hand"  
[X Link](https://x.com/anyuser/status/1891604582389952726)  2025-02-17T21:44Z [----] followers, [----] engagements


"@TorraineWalker @202NATALIEE "Yall didn't have to kill that young boy" These are the mothers raising these bitch boys"  
[X Link](https://x.com/anyuser/status/1892930815966814508)  2025-02-21T13:34Z [----] followers, 24.9K engagements


"HANSAINVEST just tripled their $IREN stake now owning 5.6% of the company. A major vote of confidence from a sophisticated institutional investor with 60B AUM. They clearly see more than just a Bitcoin miner. They were legally required to report prior to 13Fs being released because they crossed the 5% ownership threshold. Stay bearish though fam. $IREN and other Bitcoin miners are expected to report earnings in early to mid-May right around the time 13F filings are also due so we should get more insights on what's been happening"  
[X Link](https://x.com/anyuser/status/1910532501002482028)  2025-04-11T03:16Z [----] followers, 11.4K engagements


"Jefferies top REIT analyst Jonathan Petersen just hosted IRENs Chief Commercial Officer in a new fireside chat. Big shift. Very good and informative chat. Jeffries is top tier in investment banking. Petersen covers data center REITs like EQIX & DLR .not Bitcoin miners. His interest in IREN signals Wall Street now sees them as a potential AI infrastructure play not just a crypto miner. If Petersen is paying attention it means smart money is starting to believe $IREN's story goes far beyond Bitcoin. (Jane Street disclosed a 6% stake in $IREN in their February filing while HANSAINVEST revealed a"  
[X Link](https://x.com/JarronJackson4/status/1912818411043697018)  2025-04-17T10:40Z [----] followers, 31K engagements


"Say what you want but $MARA and $RIOT have done real damage to the reputation of Bitcoin miners on Wall Street over the years. Their repeated mismanagement and reckless capital allocation over the years have created a perception of incompetence that now hangs over the entire sector. Take Marathon for example: they diluted shareholders to the tune of $870 million just to stockpile Bitcoin ASICs that sat idle in boxes for over a year.hardware that lost value and contributed zero revenue in the meantime. Or even last year when $MARA paid Michael Ho [---] million dollars because of their"  
[X Link](https://x.com/anyuser/status/1919730994250154209)  2025-05-06T12:28Z [----] followers, 18K engagements


"Jefferies bought [----] million shares of $IREN during the quarter. It's obvious they like the stock after speaking with Kent Draper. Jefferies top REIT analyst Jonathan Petersen just hosted IRENs Chief Commercial Officer in a new fireside chat. Big shift. Very good and informative chat. Jeffries is top tier in investment banking. Petersen covers data center REITs like EQIX & DLR .not Bitcoin miners. https://t.co/ew8NpR2vSS Jefferies top REIT analyst Jonathan Petersen just hosted IRENs Chief Commercial Officer in a new fireside chat. Big shift. Very good and informative chat. Jeffries is top"  
[X Link](https://x.com/anyuser/status/1920577249880780951)  2025-05-08T20:31Z [----] followers, [----] engagements


"BIT Capital GmbH increased their holdings by 24% (15.9m). They are now officially the largest holders of $IREN"  
[X Link](https://x.com/anyuser/status/1920848494287360233)  2025-05-09T14:29Z [----] followers, [----] engagements


"$IREN instutional price upgrades out so far: 👍 H.C. Wainwright holds Buy $21 PT 👍 Macquarie bumps to $20 from $15.50 still Outperform 👍 B. Riley nudges to $15 from $14 keeps Buy. https://in.investing.com/news/analyst-ratings/hc-wainwright-maintains-iren-stock-buy-rating-and-21-target-93CH-4832443 https://in.investing.com/news/analyst-ratings/hc-wainwright-maintains-iren-stock-buy-rating-and-21-target-93CH-4832443"  
[X Link](https://x.com/anyuser/status/1923019536921448579)  2025-05-15T14:16Z [----] followers, [----] engagements


"Dan Roberts (IREN CEO) will speak this September at the Yotta conference. alongside leaders from OpenAI NVIDIA Digital Realty Crusoe KKR etc. He's the only Bitcoin mining CEO on stage scheduled to speak. Topics include 1MW racks built for Rubin model GPUs and beyond AI infrastructure and grid-interactive data centers. Yet somehow some people in this group still believe 50MW sites matter more than 200MW+ over the next few years"  
[X Link](https://x.com/JarronJackson4/status/1930799518791917738)  2025-06-06T01:30Z [----] followers, [----] engagements


"Bloom Energy [----] Datacenter Report: Mid-Year Pulse (Summarized by ChatGPT) 🔌 Executive Context: Power Is Now the Bottleneck AIs exponential growth is colliding with a fundamental constraint: electricity. By [----] U.S. data centers are expected to consume 12% of the nations electricityup from just 4% in [----]. Some hyperscale campuses are projected to demand over [--] GW equivalent to powering [------] homes. This new reality is shifting power availability from a "consideration" to a strategic constraint that can determine the success or failure of a data center buildout. 🧭 [--]. Power Access Has"  
[X Link](https://x.com/JarronJackson4/status/1935456918589329685)  2025-06-18T21:57Z [----] followers, 21K engagements


"Man if $IREN & $CIFR end up announcing a colocation deal with $ORCL .whos gunning to become the worlds largest cloud provider.its game over. One would think that after securing initial pipeline capacity theyd naturally continue sourcing more from trusted proven partners. Speed-to-market is definitely a priority right now. $ORCL UP OVER 6% AFTER CEO HIGHLIGHTS MULTICLOUD SURGE & $30B DEAL Oracles MultiCloud database is growing 100%+ YoY -- with a new cloud deal set to add $30B annually starting FY28. https://t.co/qgUFBhhT7x $ORCL UP OVER 6% AFTER CEO HIGHLIGHTS MULTICLOUD SURGE & $30B DEAL"  
[X Link](https://x.com/anyuser/status/1939677359692517673)  2025-06-30T13:28Z [----] followers, 47.8K engagements


"We were let down a few months back on $IRENs earnings call when there was no real progress on expanding their Cloud Services in Prince George But now theyve delivered.in a massive way. The only Bitcoin miner with a real AI Cloud business is scaling fast: 🚨 [----] NVIDIA Blackwell GPUs (1300 B200 + [----] B300) headed to Prince George 📈 Total GPU count: [----] ⚡ Site can scale to 20000+ 💰 $130M paid in cash 💵 May revenue: $64.7M 🧠 AI Cloud margin: 98% This will generate at least 100M a year with a 1.3yr payback timeline based on my previous calculations. This isnt just mining anymore. Its"  
[X Link](https://x.com/JarronJackson4/status/1940747897974239578)  2025-07-03T12:22Z [----] followers, 33.4K engagements


"CORZ and APLD landed solid deals for their businesses.but in doing so they gave up the real upside. By selling off their MW theyve essentially capped their future potential. Best scenario for them is to sign additional MW with coreweave. APLD even shut down its entire Cloud Services business just to secure one. (No shade to neither company good for them both). IREN on the other hand could generate $500M$1B annually just from its cloud services facilities while still brokering powered shell deals for the 2GW it has lined up in Sweetwater That kind of optionality doesnt exist for CORZ or APLD"  
[X Link](https://x.com/anyuser/status/1941108007422566589)  2025-07-04T12:13Z [----] followers, [----] engagements


"Most people have no idea how massive this really is Just [-----] B200/B300s could generate $500-550 million annually. with a 12-14 month payback on the hardware. Thats high-margin vertically integrated revenue at scale. Double that to [-----] GPUs and you're approaching $1 billion in annual revenue. And thats before factoring in potential megawatt expansion at Prince George or the shift to liquid-cooled infrastructure that could support GB300s.which would command even higher revenue per GPU hour. Cloud Services path to $1 billion in revenue could ramp faster than most expect. CS is definitely the"  
[X Link](https://x.com/anyuser/status/1941877922488360965)  2025-07-06T15:12Z [----] followers, 11.2K engagements


"Tom Lees FSInsight Head of Crypto is calling the dip a buying opportunity specifically recommending Bitcoin miners (AI/HPC) as the play"  
[X Link](https://x.com/anyuser/status/1942608122771886120)  2025-07-08T15:34Z [----] followers, [----] engagements


"$IREN could rent B300s at $5.50/hr and B200s at $4/hr and still recover their entire $130M GPU investment in just [--] months. all while printing cash while scaling co-location and adding additional B200/B300s at PG. No disrespect to $NBIS but this is the power of being fully vertically integrated. When you control power land and infrastructure your margins hit different. @GlobalCollapse 🚨 $NBIS just published its pricing for NVIDIA B200 GPUs: $5.50/hour. Meanwhile AWS GCP and $CRWV also offer B200s but at much higher rates: AWS: $14+/hour GCP: $12+/hour $CRWV: $8.60/hour This is the power of"  
[X Link](https://x.com/anyuser/status/1944422856479109325)  2025-07-13T15:45Z [----] followers, 38.4K engagements


"If CoreWeave is selling white-label backend compute to Oracle Google and Microsoft.why can't $IREN and other infrastructure-rich cloud providers do the same (White label conpute). Oracles cloud business is now at a $30B run rate and theyre not building this infrastructure themselves.they're leasing it and even reselling white-label compute from third parties like CoreWeave. Where is the huge need for proprietary software moat to make this model work as mentioned here on X As the Bloomberg article confirms Oracle is already outsourcing compute to infrastructure providers. The opportunity is"  
[X Link](https://x.com/anyuser/status/1947673473842647509)  2025-07-22T15:01Z [----] followers, 25K engagements


"Institutional investor BIT Capital GmbH has boosted its position in $IREN to a substantial [-----] million shares (300m value) solidifying its status as the single largest shareholder. Wen Blackrock/Vanguard/Statestreet take over"  
[X Link](https://x.com/JarronJackson4/status/1953913843932917880)  2025-08-08T20:18Z [----] followers, 12.2K engagements


"Brookfield projects over the next decade: $2T AI data center capex $4T compute hardware $0.5T power & transmission $0.5T in adjacencies (cooling fiber etc.) https://www.datacenterdynamics.com/en/news/brookfield-next-decade-will-see-75gw-of-ai-data-centers-built-total-ai-infrastructure-spend-to-pass-7-trillion/ https://www.datacenterdynamics.com/en/news/brookfield-next-decade-will-see-75gw-of-ai-data-centers-built-total-ai-infrastructure-spend-to-pass-7-trillion/"  
[X Link](https://x.com/anyuser/status/1953918430815391989)  2025-08-08T20:37Z [----] followers, 15.7K engagements


"CoreWeave CEO says AI compute demand is even hotter than [--] months ago.biggest bottleneck now is infrastructure buildout (data centers cooling transformers). Expects Nvidia GB200/GB300 NVL72 servers to crush it next [--] quarters. Demand = insatiable. $IREN Stock down -10% pre-market with Thursdays IPO unlock top of mind alongside debt worries. with infrastructure now the real bottleneck is GPU-as-a-Service the short-term moat After the financial results CoreWeave CEO Michael Intrator told me said the magnitude of demand outstripping supply has deepened compared to the three months ago. He said"  
[X Link](https://x.com/anyuser/status/1955618652192993323)  2025-08-13T13:13Z [----] followers, 18.9K engagements


"Fidelity Research with 8.67m shares of $IREN. I remember last quarter they bought 31m shares of Coreweave. It looks like they've dumped 20% of that purchase to diversify into better opportunities. @mikealfred"  
[X Link](https://x.com/JarronJackson4/status/1956086750574731609)  2025-08-14T20:13Z [----] followers, 18.8K engagements


"This is the first time Ive seen $IREN mention GB200s on their official irencloud site. Up until now weve only seen references to H100 H200 B200 B300 and the GB300 NVL72 (coming soon).but never GB200s That makes me wonder if Horizon [--] could be shifting into an extension of their Cloud Services potentially setting the stage for White Label Compute offerings. I believe @litigious_dulce And @TheKamaHsutra mentioned this as a possibility a little while back if true. Fuck a Co-Location deal in Childress. Cloud Services is literally 3x more profitable with way better margins"  
[X Link](https://x.com/JarronJackson4/status/1957154261218840795)  2025-08-17T18:55Z [----] followers, 20.2K engagements


"@unusual_whales @LAFitness Get fucked @PlanetFitness you bitches are next"  
[X Link](https://x.com/JarronJackson4/status/1958232114631196870)  2025-08-20T18:18Z [----] followers, 20.4K engagements


"IRENs Prince George campus alone is now positioned to generate roughly $253M in annualized AI. Cloud revenue: (These are estimates cry less). $28M from its [----] H100/H200 GPUs $180M from [----] B200s $45M from [----] B300s If Cloud Services reaches even 2530% of IRENs overall revenue mix the business could start being valued on a cloud services multiple (similiar to crwvnbis) rather than strictly as a Bitcoin miner. Thats before layering in additional co-location revenue which would tilt the model toward a hybrid profile. part data center (co-location) part cloud services provider part Bitcoin"  
[X Link](https://x.com/anyuser/status/1959955376985588203)  2025-08-25T12:25Z [----] followers, 29.1K engagements


"Bruh. #IREN Oracle and OpenAi sign $300 billion computing deal - WSJ $ORCL Oracle and OpenAi sign $300 billion computing deal - WSJ $ORCL"  
[X Link](https://x.com/anyuser/status/1965843047171895697)  2025-09-10T18:21Z [----] followers, 19.5K engagements


"@DNV99999 I'd argue that BITF is at the same stage as CIFR.and neither are comparable to $IREN"  
[X Link](https://x.com/JarronJackson4/status/1967917265065787410)  2025-09-16T11:43Z [----] followers, 18.8K engagements


"Good Sunday read from JLL on the rise of neoclouds. Growth is impressive but so are the risks. Short contracts heavy capital costs and most dont own the land or power. This is where $IREN stands out their structure makes them a lot more attractive in comparison. Neoclouds are growing fast. JLL reports that the sector has seen 82% revenue CAGR over the past [--] years as demand for GPUs and new cloud capacity surges. The problem: contracts are short sites are expensive and many operators dont own their land or power. Payback periods often stretch [--] years while contracts last only [--]. That"  
[X Link](https://x.com/JarronJackson4/status/1969778296259744010)  2025-09-21T14:58Z [----] followers, [----] engagements


"@Lazarus_Capital @theBTCMiningGuy Not sure but even if they went 100% HPC in Childress and didn't participate in 4CP rather it's 3.5c or 6/7c that wouldnt really matter if you're selling GPU hours for $3-$4 eh Profit margins still insane"  
[X Link](https://x.com/JarronJackson4/status/1969792475687694508)  2025-09-21T15:54Z [----] followers, [---] engagements


"Roth sees no impact to $IREN from new proposed DC power rules in BC. https://www.tipranks.com/news/the-fly/roth-sees-no-impact-to-iren-from-new-proposed-dc-power-rules-in-canada-thefly Very bearish for those $IREN junkies. https://t.co/2ylaOOJzfo https://www.tipranks.com/news/the-fly/roth-sees-no-impact-to-iren-from-new-proposed-dc-power-rules-in-canada-thefly Very bearish for those $IREN junkies. https://t.co/2ylaOOJzfo"  
[X Link](https://x.com/JarronJackson4/status/1980700504134152612)  2025-10-21T18:19Z [----] followers, 30.8K engagements


"Holy shit $IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT https://t.co/1vVlGe9dwJ $IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT https://t.co/1vVlGe9dwJ"  
[X Link](https://x.com/JarronJackson4/status/1985306281872081392)  2025-11-03T11:21Z [----] followers, [----] engagements


"$IREN upgrade from Compass Point $50 -- $100"  
[X Link](https://x.com/JarronJackson4/status/1986794112079548785)  2025-11-07T13:53Z [----] followers, 28.7K engagements


"Citigroup has boosted its position in $IREN increasing holdings by 112% to reach [----] million shares"  
[X Link](https://x.com/anyuser/status/1987894998357160082)  2025-11-10T14:47Z [----] followers, 25.5K engagements


"Susquehanna just disclosed their first purchase of $IREN and theyre already a 7% owner. Big money snatching up shares from lettuce hands. H/t @MktMavPro Someone bought $50M of $IREN at 11:38am. https://t.co/w0RTzr4dub Someone bought $50M of $IREN at 11:38am. https://t.co/w0RTzr4dub"  
[X Link](https://x.com/JarronJackson4/status/1989140252200673726)  2025-11-14T01:16Z [----] followers, 87.1K engagements


"$IREN had about $2.3B in institutional dollars before these new 13Fs. The old big holders locked in profits (respect) but whats crazy is the wall of demand that replaced them. Funds were scooping shares at $30$60 the entire quarter. They didnt wait for dips they bought straight through the run. That tells you everything about how institutions see IRENs next leg"  
[X Link](https://x.com/JarronJackson4/status/1989462359442952350)  2025-11-14T22:36Z [----] followers, 17K engagements


"@mymixtapez Lil woody lookin ah boy"  
[X Link](https://x.com/JarronJackson4/status/1990919784297607326)  2025-11-18T23:07Z [----] followers, 87.8K engagements


"Welcome to the datacenter business this is literally how $DLR $EQIX $CONE etc. were built. It didnt happen overnight but those long term leases matching the CAPEX --- growth -- dividends [--] years later $EQIX. This is why I favor the 5-year the 10-year though. https://x.com/i/status/2000246385669541941 @theBTCMiningGuy @Tsuff101 @cazenove_uk @matthew_sigel This is exactly how $EQIX and $DLR built their businesses. It didnt happen overnight. they de-risked their facilities with [---] year leases to pay off the capex then generated decades of high-margin free cash flow through renewals expansions"  
[X Link](https://x.com/JarronJackson4/status/2000980387775021250)  2025-12-16T17:24Z [----] followers, [--] engagements


"Datacenter REITs are trading with a 35x p/e ratio. and if you look at $EQIX and $DLR it's even higher (75 and 40). I'm sure Morgan Stanley know this and this is likely why they are saying that bitcoin miners are undervalued on the per MW basis. Top [--] publicly traded datacenter/co-location companies. (Exlcuding dell/oracle etc.) Total: 144.5b marketcap. Total MW: 4-6GW https://t.co/pjx5XnUywH Top [--] publicly traded datacenter/co-location companies. (Exlcuding dell/oracle etc.) Total: 144.5b marketcap. Total MW: 4-6GW https://t.co/pjx5XnUywH"  
[X Link](https://x.com/JarronJackson4/status/1800151251847729479)  2024-06-10T13:01Z [----] followers, 26.1K engagements


"Someone started buying the land in and started negotiating with Entergy Corp in [----]. It doesn't specifically say that it's Hut [--] but if it is then they'd have an equitable stake in that spot. Jamie Leverton was still CEO at that time (She specialized in datacenters serving as a chief commercial officer at Estructure datacenters and at IBM prior to that) I wouldn't sleep on the idea that they couldn't co-locate with IBM. This may be the reason why they've focused less on the CAPEX race in Bitcoin mining and have pivoted their efforts towards HPC."  
[X Link](https://x.com/JarronJackson4/status/1866951647814971476)  2024-12-11T21:02Z [----] followers, [----] engagements


"@billyisbullish @mikealfred @novogratz Galaxy DOES NOT and CAN NOT do cloud services. Galaxy has a contract to Colocate Coreweaves operations. These are not comparables in any way"  
[X Link](https://x.com/JarronJackson4/status/1935442513629954345)  2025-06-18T21:00Z [----] followers, [---] engagements


"@matthew_sigel Hey Matthew Do you also manage the Van Eck Associates Corp fund (Great trade honestly.) But with only 37k shares held in $NODE doesnt it feel like your voice gets drowned out a bit when you try to push a thesis"  
[X Link](https://x.com/JarronJackson4/status/1990512005300826272)  2025-11-17T20:06Z [----] followers, [----] engagements


"Welcome to the data center business. This is exactly how $EQIX and $DLR were built 5-year colocation contracts structured to recover capex followed by FCF expansion and dividends once assets are paid down. As power scarcity deepens well almost certainly see improved contract terms from $IREN and hyperscalers especially with 85% of MW capacity still available for future deals. https://twitter.com/i/web/status/2005698291099426920 https://twitter.com/i/web/status/2005698291099426920"  
[X Link](https://x.com/JarronJackson4/status/2005698291099426920)  2025-12-29T17:51Z [----] followers, [---] engagements


"Dan just restated my point on the earnings call. "Colocation might deliver 300m for a 200MW site AI Cloud contracts can deliver multiples of that reaching into the billions for the same amount of power. The AI Cloud model allows us to recover the capital back in short order and compound the returns" You can get bond-like returns for 10+ years with a traditional colo or you can lock in elite GPU financing with prepayments put up almost nothing upfront still net $100M+ per year and end up owning a debt-free data center in [--] years. which then turns into a cash-flowing monster. @Agrippa_Inv"  
[X Link](https://x.com/JarronJackson4/status/2019816486848634963)  2026-02-06T16:52Z [----] followers, [--] engagements


"JPMorgan says Bitcoin miners have a 9-month window to secure AI data center deals before grid capacity eases. With over 12GW of data center projects in backlog miners can capitalize on limited capacity and sign favorable contracts with hyperscalers. Bullish for miners"  
[X Link](https://x.com/JarronJackson4/status/1849526910310609140)  2024-10-24T19:02Z [----] followers, [----] engagements


"Hyperscalers are projected to spend $550B on AI capex in [----] which tells you everything you need to know about where they believe intelligence is heading. Theyre doubling down on scaling laws and massive compute because more compute = more capability. Yet people are reposting Jim Chanos interviews like gospel as if a 70-year-old short seller gets to dictate the future demand curve for GPUs. The capital is already being committed. The people writing the checks are voting with hundreds of billions not opinions.I was honestly surprised to see Jim spend the last couple of weeks engaging with a"  
[X Link](https://x.com/JarronJackson4/status/2000959419471757474)  2025-12-16T16:01Z [----] followers, [----] engagements


"Core Scientific has guided to roughly $1.5M per MW in capex which is the lowest Ive seen. Even accounting for the fact that they began building and locking in materials and labor about a year ahead of peers Im still curious what specifically enables them to deliver at that cost. @McnallieM @cazenove_uk https://twitter.com/i/web/status/2012187603043508586 https://twitter.com/i/web/status/2012187603043508586"  
[X Link](https://x.com/JarronJackson4/status/2012187603043508586)  2026-01-16T15:38Z [----] followers, [--] engagements

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