# ![@JoshInvestsAI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1265809405842464768.png) @JoshInvestsAI Compute Capital

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

### Engagements: [------] [#](/creator/twitter::1265809405842464768/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1265809405842464768/c:line/m:interactions.svg)

- [--] Week [-------] +62%
- [--] Month [---------] +352%

### Mentions: [--] [#](/creator/twitter::1265809405842464768/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1265809405842464768/c:line/m:posts_active.svg)

- [--] Week [--] +64%
- [--] Month [--] +75%

### Followers: [-----] [#](/creator/twitter::1265809405842464768/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1265809405842464768/c:line/m:followers.svg)

- [--] Week [-----] +6.10%
- [--] Month [-----] +20%

### CreatorRank: [-------] [#](/creator/twitter::1265809405842464768/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1265809405842464768/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5662 [finance](/list/finance)  26% [technology brands](/list/technology-brands)  15% [cryptocurrencies](/list/cryptocurrencies)  9% [celebrities](/list/celebrities)  4% [currencies](/list/currencies)  2% [fashion brands](/list/fashion-brands)  2% [financial services](/list/financial-services)  1% [countries](/list/countries)  1%

**Social topic influence**
[$iren](/topic/$iren) #18, [bitcoin](/topic/bitcoin) 8%, [bitcoin mining](/topic/bitcoin-mining) #72, [ai](/topic/ai) 6%, [microsoft](/topic/microsoft) #2625, [bullish](/topic/bullish) #1640, [in the](/topic/in-the) 4%, [market](/topic/market) 3%, [$wulf](/topic/$wulf) 3%, [we are](/topic/we-are) 3%

**Top accounts mentioned or mentioned by**
[@lazaruscapital](/creator/undefined) [@grok](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@scogaun316](/creator/undefined) [@treasury_bill](/creator/undefined) [@fransbakker9812](/creator/undefined) [@treasurybill](/creator/undefined) [@runningthemodel](/creator/undefined) [@lazarus_capital](/creator/undefined) [@danroberts0101](/creator/undefined) [@mikealfred](/creator/undefined) [@smallcapsnipa](/creator/undefined) [@maobaobaomby](/creator/undefined) [@realjimchanos](/creator/undefined) [@sgrastar](/creator/undefined) [@sergeant991](/creator/undefined) [@mi20483980476](/creator/undefined) [@freedombirdo](/creator/undefined) [@frakmaga2022](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Goldman Sachs (GS)](/topic/goldman-sachs) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Citigroup Inc (C)](/topic/citigroup) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This is both Goldman Sachs and JPMorgan telling you to sell $IREN because its overvalued due to Bitcoin mining metrics and financing concerns while they give out 3.6B in financing and accumulate 200% and 100% Q/Q respectively. $IREN just so happens to get included in the MSCI Index on Feb 27th 🤷♂ Something isnt right here. Ignore the price action and know what you own. https://twitter.com/i/web/status/2021667940832104788 https://twitter.com/i/web/status/2021667940832104788"  
[X Link](https://x.com/JoshInvestsAI/status/2021667940832104788)  2026-02-11T19:29Z [----] followers, 82.5K engagements


"$IREN Were gearing up for a strong next week. Market makers do what market makers do 🤷♂ All of this is noise stick to the fundamentals. 🔴 -9.31%"  
[X Link](https://x.com/JoshInvestsAI/status/2017292312708046888)  2026-01-30T17:42Z [----] followers, 12.2K engagements


"Ill break the news because @FransBakker9812 cant. The 1GW load is $IREN 😂 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 https://t.co/CYS4FXJCHZ 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 https://t.co/CYS4FXJCHZ"  
[X Link](https://x.com/JoshInvestsAI/status/2018708005139648535)  2026-02-03T15:27Z [----] followers, 28.2K engagements


"$IREN On a day like today I like to ask myself a simple question. Did anything change Its very easy to succumb to fear in markets and I understand how a 20% decline can hurt. Humans are animals at the end of the day and we are wired to respond to fear. Just think about your first reaction when you see the stock down 20% you always want to get active. Your initial reaction is never to leave things be even though it might be the better decision. Patience and conviction is what ultimately made most of the great investors. Everyone wants to feel right all of the time but part of investing is"  
[X Link](https://x.com/JoshInvestsAI/status/2019108837836357988)  2026-02-04T18:00Z [----] followers, 37.6K engagements


"The market doesnt even understand how wild this is. Oversubscribed 6.5x. The appetite is so massive despite the share price trying to tell you differently. $IREN $CIFR $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq"  
[X Link](https://x.com/JoshInvestsAI/status/2019137850483306826)  2026-02-04T19:55Z [----] followers, 40.6K engagements


"@Lazarus_Capital Why are you mentioning unlevered IRR if they got sub 6% financing on the deal Thats actually braindead 😂"  
[X Link](https://x.com/JoshInvestsAI/status/2019812428792676692)  2026-02-06T16:36Z [----] followers, [---] engagements


"@Lazarus_Capital @treasury_bill @grok is IREN on track to hit their ARR guide for Q1 [----] and H1 of the Microsoft contract"  
[X Link](https://x.com/JoshInvestsAI/status/2019830072551813553)  2026-02-06T17:46Z [----] followers, [--] engagements


"I remain bullish and my price target is still 120+ by end of year"  
[X Link](https://x.com/JoshInvestsAI/status/2019900615871152331)  2026-02-06T22:26Z [----] followers, [----] engagements


"Optionality ✅ $IREN $IREN The question the analyst asked was around credit backstops from $NVDA and others and the competitive advantages. Dans response is extremely telling https://t.co/acMlgnl7Ze $IREN The question the analyst asked was around credit backstops from $NVDA and others and the competitive advantages. Dans response is extremely telling https://t.co/acMlgnl7Ze"  
[X Link](https://x.com/JoshInvestsAI/status/2019905883916972289)  2026-02-06T22:47Z [----] followers, [----] engagements


"@Lazarus_Capital @runningthemodel The levered IRR comes out to around 27% using the assumptions for 9% unlevered"  
[X Link](https://x.com/JoshInvestsAI/status/2019974562159485098)  2026-02-07T03:20Z [----] followers, [--] engagements


"RT @jiahanjimliu: Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confid"  
[X Link](https://x.com/JoshInvestsAI/status/2020164044120817945)  2026-02-07T15:53Z [----] followers, [--] engagements


"RT @_Sgr_A_Star: $IREN Just sharing my initial thoughts on IREN's earnings call. What I loved liked didn't like and don't care. What"  
[X Link](https://x.com/JoshInvestsAI/status/2020207274770448786)  2026-02-07T18:45Z [----] followers, [--] engagements


"RT @brianfry01: @bitcoinbutcher1 Great Substack article find: IREN Is Quietly Building a Category That Doesnt Exist Yet - Leonardo Boquill"  
[X Link](https://x.com/JoshInvestsAI/status/2020508335007563791)  2026-02-08T14:41Z [----] followers, [--] engagements


"@Sergeant991 $CIFR and $WULF business model is a little easier to understand than $IREN. I believe $IREN has the superior model to capture more of the value chain but it might take institutions a little longer to get the story"  
[X Link](https://x.com/JoshInvestsAI/status/2020904785604472953)  2026-02-09T16:57Z [----] followers, [---] engagements


"RT @matthew_sigel: *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by r"  
[X Link](https://x.com/JoshInvestsAI/status/2020911433421050046)  2026-02-09T17:23Z [----] followers, [--] engagements


"RT @bitcoinbutcher1: 👀those $iren @AnthropicAI rumors might not be so far fetched afterall @DarioAmodei 🤝 @danroberts0101 @mikealfred We"  
[X Link](https://x.com/JoshInvestsAI/status/2020911618457055662)  2026-02-09T17:24Z [----] followers, [--] engagements


"RT @KashRamki: ERCOT's proposed large load study framework currently making its way through the stakeholder engagement and consultation pr"  
[X Link](https://x.com/JoshInvestsAI/status/2021627360467112133)  2026-02-11T16:48Z [----] followers, [--] engagements


"@mi20483980476 @stckpkr7000 I dont know why Im arguing with you As of today IR said that SW1 bulk substation will be energized in April. For someone who isnt in the know about IREN I probably wouldnt comment on things that you have a lack of knowledge on"  
[X Link](https://x.com/JoshInvestsAI/status/2022358722685866390)  2026-02-13T17:14Z [----] followers, [--] engagements


"RT @FransBakker9812: $IREN GB300 or VR200 for $MSFT "The Microsoft agreement includes a hardware substitution clause that allows Microsof"  
[X Link](https://x.com/JoshInvestsAI/status/2021158656612372563)  2026-02-10T09:45Z [----] followers, [--] engagements


"RT @bitcoinbutcher1: MSCI Index Inclusion + $iren Deal Announcement = Share Price 📈🤯 leading to $qqq inclusion Warning: Informed Speculati"  
[X Link](https://x.com/JoshInvestsAI/status/2021592061221237070)  2026-02-11T14:28Z [----] followers, [--] engagements


"@ScoGaun316 @treasury_bill Did they give a 3.6B sub 6% financing rate to MARA I think theres a clear difference between the two companies"  
[X Link](https://x.com/JoshInvestsAI/status/2021758236743938236)  2026-02-12T01:28Z [----] followers, [--] engagements


"@ScoGaun316 @treasury_bill I agree with you however it doesnt necessarily mean its bullish but the context of everything makes me lean bullish"  
[X Link](https://x.com/JoshInvestsAI/status/2021758380440703428)  2026-02-12T01:28Z [----] followers, [--] engagements


"@TradeG0pher"  
[X Link](https://x.com/JoshInvestsAI/status/2021812398428934322)  2026-02-12T05:03Z [----] followers, [--] engagements


"You clearly arent understanding what I am saying. The reason for choosing higher credit quality clients for Canada is to bring down the cost of capital for the massive amounts of GPUs that they will be procuring. I want you to do the numbers for how big of a difference it makes having a lower financing rate for future deals knowing that they will pay from secured revenues. I am not talking about equipment leasing but for future project financing. (IREN will sign trillion dollar enterprises for some of the Canadian sites). In this contract we will definitely see the uplifting in pricing and"  
[X Link](https://x.com/JoshInvestsAI/status/2021997065891381442)  2026-02-12T17:17Z [----] followers, [---] engagements


"$IREN Q2 [----] Earnings - Going into these earnings I was looking for a few answers to critical questions I had. I was really happy with the call and felt like management answered them really well. 1) How will they finance the remaining CapEx for the MSFT deal "So with the announcement today of the GPU financing we've now secured 95% of the cost of the GPUs at an average interest rate of around 3% when you factor into the prepayment. So we essentially got the GPUs for next to nothing." Management secured $3.6 billion in GPU-backed debt financing at a sub-6% interest rate through Goldman Sachs"  
[X Link](https://x.com/JoshInvestsAI/status/2019898338737361327)  2026-02-06T22:17Z [----] followers, 33K engagements


"GPU/Hr pricing continues to trend upwards for NVIDIA H100s. These are 3-4 year old chips. $IREN $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR"  
[X Link](https://x.com/JoshInvestsAI/status/2020165778645885435)  2026-02-07T16:00Z [----] followers, [----] engagements


"RT @bitcoinbutcher1: Ill put up the $iren community against any retail community in the 🌎 Another gem 👇 https://open.substack.com/pub/leoinai/p/iren-is-quietly-building-a-categoryr=8afua&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/leoinai/p/iren-is-quietly-building-a-categoryr=8afua&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/JoshInvestsAI/status/2020386286947745899)  2026-02-08T06:36Z [----] followers, [--] engagements


"@treasury_bill Its always possible but the whole situation strikes me as odd that theyd give sub 6% financing to a company that is taking on massive capital while having a sell target"  
[X Link](https://x.com/JoshInvestsAI/status/2021672855407063080)  2026-02-11T19:49Z [----] followers, [----] engagements


"@FreedomBirdo @Matan__Baruch 💯 could always be hedging"  
[X Link](https://x.com/JoshInvestsAI/status/2022477404586074581)  2026-02-14T01:06Z [----] followers, [--] engagements


"There will be a rotation this year from the multiples that were given to these MAG7 companies for being low debt high margin low CapEx into the hard assets that they purchase. This is all predictable in advance. $IREN OOPS #Microsoft is now almost 30% below its highs. Over the past 10+ years the only larger drawdown was in [----]. The stock has also given up all of its relative outperformance versus the S&P [---] since November [----] when ChatGPT was launched. (via Goldman) https://t.co/D1LZu35I2c OOPS #Microsoft is now almost 30% below its highs. Over the past 10+ years the only larger drawdown"  
[X Link](https://x.com/anyuser/status/2020170131989754330)  2026-02-07T16:17Z [----] followers, [----] engagements


"These upgrades were on the basis of $CIFR and $WULF trading at Bitcoin miner multiples. $IREN will re-rate accordingly too. "The upside to our base case price targets for WULF and CIFR at 159% and 158% respectively is unusually high" "By our estimates the HUT transaction with Google/Fluidstack/Anthropic in December [----] generated value to HUT shareholders of $18/watt; Bitcoin stocks trade at a https://t.co/68BxhuQAE2 "The upside to our base case price targets for WULF and CIFR at 159% and 158% respectively is unusually high" "By our estimates the HUT transaction with"  
[X Link](https://x.com/anyuser/status/2020892018965127220)  2026-02-09T16:06Z [----] followers, 10.6K engagements


"The MSCI Index inclusion is a huge step forwards towards combating the abusive price action of $IREN by hedge funds/market makers. $IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG $IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG"  
[X Link](https://x.com/anyuser/status/2021591668789584280)  2026-02-11T14:26Z [----] followers, 13.7K engagements


"🚨JP Morgans 13F reports a 102.67% increase in stake of $IREN"  
[X Link](https://x.com/JoshInvestsAI/status/2021608150269341908)  2026-02-11T15:31Z [----] followers, 105.2K engagements


"Extremely bullish for $IREN. Worth listening to the $NBIS earnings call. $NBIS -4% on lack of new customer announcement but the GPU pricing commentary is positive and squares with recent rally in the Silicon Data Rental Index (chart below): The prices of GPUs didn't fall even on previous generations of GPUs as the industry may have expected. We https://t.co/QciQHu2re4 $NBIS -4% on lack of new customer announcement but the GPU pricing commentary is positive and squares with recent rally in the Silicon Data Rental Index (chart below): The prices of GPUs didn't fall even on previous generations"  
[X Link](https://x.com/JoshInvestsAI/status/2021970742334955909)  2026-02-12T15:32Z [----] followers, 17K engagements


"@SmallCapSnipa Mark Zuckerberg being told to push Covid messaging all over his platform mail in voting no voter ID men can be women. People like to feel like they are fighting for something but never step back and question who profits"  
[X Link](https://x.com/JoshInvestsAI/status/2022750014892564632)  2026-02-14T19:09Z [----] followers, [--] engagements


"It will be the same situation with bitcoin mining that will play out with AI. Everyone will say IREN cant be the most profitable miner and yet the execute to the highest level and prove everyone wrong. This will be no different and you are a fool to not see how important owning the underlying infrastructure power and land is. https://twitter.com/i/web/status/2021986717410926611 https://twitter.com/i/web/status/2021986717410926611"  
[X Link](https://x.com/JoshInvestsAI/status/2021986717410926611)  2026-02-12T16:36Z [----] followers, [---] engagements


"💎 Citigroup increases their $IREN position 53% in the quarter"  
[X Link](https://x.com/JoshInvestsAI/status/2022361690755457114)  2026-02-13T17:26Z [----] followers, 31.2K engagements


"@FrakMAGA2022 @SmallCapSnipa Its not about whether its true or not its more about how the narrative is shaped. When was the last time you heard global warming on the news Right because it doesnt fit their donors interests"  
[X Link](https://x.com/JoshInvestsAI/status/2022758229705404507)  2026-02-14T19:41Z [----] followers, [--] engagements


"@jiahanjimliu is one of the best for dismantling bear arguments against $IREN. Always worth a read. $IREN: Addressing Kuppy's Neocloud Bear Case @hkuppy is very bearish Neoclouds and is an intellectually honest so I will address his concerns. Intellectually honest meaning that he clearly states his underlying assumptions instead of gaslighting assumptions into facts. I do $IREN: Addressing Kuppy's Neocloud Bear Case @hkuppy is very bearish Neoclouds and is an intellectually honest so I will address his concerns. Intellectually honest meaning that he clearly states his underlying assumptions"  
[X Link](https://x.com/JoshInvestsAI/status/2005520757779226974)  2025-12-29T06:06Z [----] followers, [----] engagements


"@AndrewH89947585 @jiahanjimliu @hkuppy Its concentrated investing. If you did enough reading into $IREN youd get why so many people are so concentrated"  
[X Link](https://x.com/JoshInvestsAI/status/2005521815368856020)  2025-12-29T06:10Z [----] followers, [---] engagements


"If you think the power crunch is bad now you havent even seen anything yet. Just wait to see what happens when the $NVDA Vera Rubin chip comes out. Every MW will be contracted that can be utilized. Every single one. $IREN $IREN CEO Dan Roberts on the scarcity of grid connected power: Weve got [----] megawatts of secured grid connected power. Weve got a long development pipeline but undoubtedly it is getting harder to get these grid connected projects https://t.co/ptE0PQvBWL $IREN CEO Dan Roberts on the scarcity of grid connected power: Weve got [----] megawatts of secured grid connected power."  
[X Link](https://x.com/JoshInvestsAI/status/2005524230113497119)  2025-12-29T06:20Z [----] followers, [----] engagements


"This is a kid who doesnt understand how business works. He is worried about the short term stock price and I am looking further out where I see a company with a blue print towards 1T market cap. The best deals in the short term might sound attractive but they will prove to be worse with time. https://twitter.com/i/web/status/2005682045125812497 https://twitter.com/i/web/status/2005682045125812497"  
[X Link](https://x.com/JoshInvestsAI/status/2005682045125812497)  2025-12-29T16:47Z [----] followers, [--] engagements


"@Billions777888 @MaoBaoBaomby @RealJimChanos @FransBakker9812 @bitcoinbutcher1 @mikealfred You mean signs a deal I dont think $IREN would sell out to xAI they have way too much potential"  
[X Link](https://x.com/JoshInvestsAI/status/2005689401062613408)  2025-12-29T17:16Z [----] followers, [---] engagements


"Hot Take: Its riskier to stay in cash these next [--] years than be in $IREN at 40$"  
[X Link](https://x.com/JoshInvestsAI/status/2005701131838833093)  2025-12-29T18:03Z [----] followers, [----] engagements


"Probably going to be another flat week for $IREN. Market makers do what market makers do 🤷♂ I sold some covered calls $45 strike earlier today 01/02/2026 expiry to capture a tiny premium on my shares"  
[X Link](https://x.com/JoshInvestsAI/status/2005772063324471741)  2025-12-29T22:44Z [----] followers, [----] engagements


"2026 is the year for $IREN. My year end prediction: $160 As the New Year gets underway the opportunity ahead for $IREN and energy-intensive computing has never been clearer. Model capability keeps accelerating AI adoption is broadening and demand for compute is rising faster than most expected. When Will and I set out to build https://t.co/vZ2MOy7bO1 As the New Year gets underway the opportunity ahead for $IREN and energy-intensive computing has never been clearer. Model capability keeps accelerating AI adoption is broadening and demand for compute is rising faster than most expected. When"  
[X Link](https://x.com/JoshInvestsAI/status/2006852560247034238)  2026-01-01T22:18Z [----] followers, 21.6K engagements


"Lets see if I can predict the algo movement tomorrow for $IREN: Dip at 9:30 market open to around $36 and then right up to $40.50 max pain by market close"  
[X Link](https://x.com/JoshInvestsAI/status/2006990533034746170)  2026-01-02T07:26Z [----] followers, 10.6K engagements


"Im sure this is nothing. Just a 15% increase on year and a half old chips. $IREN Amazon $AMZN AWS has raised pricing for EC2 Capacity Blocks for ML by about 15% with H200-based p5e.48xlarge moving from $34.61 to $39.80 per hour in most regions and p5en.48xlarge from $36.18 to $41.61 while US West (N. California) p5e went from $43.26 to $49.75 - The Register https://t.co/CWPhWdmnL1 Amazon $AMZN AWS has raised pricing for EC2 Capacity Blocks for ML by about 15% with H200-based p5e.48xlarge moving from $34.61 to $39.80 per hour in most regions and p5en.48xlarge from $36.18 to $41.61 while US"  
[X Link](https://x.com/JoshInvestsAI/status/2008590537927143488)  2026-01-06T17:24Z [----] followers, 60K engagements


"$IREN Its like people think its easy to create super high rack density data centers and operate them with 99.999% uptime. Imagine the few spaces that there is instantly getting filled with GB300s before its even brought to market. What happens when AWS and Azure is forced to buy more capacity to keep their servers running because they are loaded up to max capacity What will they do when they are forced to buy the Vera Rubin because the per token cost gets better every chip for this demand Do you think that as the rack density requirements get higher and higher that all these data centers can"  
[X Link](https://x.com/JoshInvestsAI/status/2008775925312229415)  2026-01-07T05:41Z [----] followers, 48.3K engagements


"@Lazarus_Capital @MaoBaoBaomby @BenBajarin @RealJimChanos Yes but do you think they can bring enough compute online to satisfy their exponential demand without outsourcing to other companies Thats the real question. For me I cannot see them being able to"  
[X Link](https://x.com/JoshInvestsAI/status/2008920196937822515)  2026-01-07T15:14Z [----] followers, [---] engagements


"@Lazarus_Capital @MaoBaoBaomby @BenBajarin @RealJimChanos I think we have a very different view of the demand landscape in [--] years time"  
[X Link](https://x.com/JoshInvestsAI/status/2008928814517170528)  2026-01-07T15:48Z [----] followers, [--] engagements


"Took a short term options play (March expiry) today for $IREN. The IV was extremely high but good news will likely come out very soon. Dont usually take short term bets but I happen to think these will play out well. NFA"  
[X Link](https://x.com/JoshInvestsAI/status/2009822911767711825)  2026-01-10T03:01Z [----] followers, [----] engagements


"The market will soon price the implications of being able to deliver months ahead of schedule while others arent able to meet a deadline. Thats why we chose $IREN from the beginning. Foot on the gas ⛽. $IREN Childress 1/9/2026 HD Sometimes we share our OF content with the public. Please enjoy this satellite image from last Friday. We can clearly see the first concrete slab of Horizon [--] being poured. We can also see the earthworks of Horizon [--] being prepared. We think they https://t.co/tK67oDvd85 $IREN Childress 1/9/2026 HD Sometimes we share our OF content with the public. Please enjoy this"  
[X Link](https://x.com/JoshInvestsAI/status/2010726862037938336)  2026-01-12T14:53Z [----] followers, 26.3K engagements


"I feel like a broken record. Welcome back $IREN to $50. Wont be here for too much longer either. Welcome back $IREN to $45. Wont stay here for too much longer either. https://t.co/cRgSUkGLnd Welcome back $IREN to $45. Wont stay here for too much longer either. https://t.co/cRgSUkGLnd"  
[X Link](https://x.com/JoshInvestsAI/status/2010757853934731640)  2026-01-12T16:56Z [----] followers, 65.4K engagements


"@AustranSkolSwft @Lazarus_Capital Not sure where he claims hes getting this info from. Theres nothing behind the rumor 😂"  
[X Link](https://x.com/JoshInvestsAI/status/2010758250837524936)  2026-01-12T16:58Z [----] followers, [--] engagements


"I cant stress enough how important the team and leadership at the company are. When you think about $IREN and the AI HPC space imagine engineering and building data centers that can handle the newest rack density requirements like developing the newest AI chip. Its never been done before. How many of these AI/HPC data center companies do you trust to be able to develop these data center designs + cooling systems from scratch and not run into problems Many analysts seem to think for some reason that all these companies are just going to be able to execute at the highest level because they have"  
[X Link](https://x.com/JoshInvestsAI/status/2010764805393825951)  2026-01-12T17:24Z [----] followers, [----] engagements


"@DollarCostAvg I am very bullish AMD if $IREN wasnt so attractive at these levels Id be more allocated"  
[X Link](https://x.com/JoshInvestsAI/status/2010771701995282774)  2026-01-12T17:51Z [----] followers, [---] engagements


"$IREN This news comes on the same day Apple conceded it was time to start taking AI seriously and integrate Gemini. Sounds like to me that those who fall behind will be forced to pay a bigger price in the long term. If I were to want to be positioned Id probably want to be in the crossfire of the resource every single one of these companies need to win right MARK ZUCKERBERG AND META PLATFORMS $META JUST POSTED THIS: Today we're establishing a new top-level initiative called Meta Compute. Meta is planning to build tens of gigawatts this decade and hundreds of gigawatts or more over time. How"  
[X Link](https://x.com/JoshInvestsAI/status/2010786399037857917)  2026-01-12T18:50Z [----] followers, 44.8K engagements


"For anyone who has the time I'd recommend watching the full interview as it has a lot of gems for investing and extracting value out of markets. https://x.com/hamptonism/status/2010817254812794921s=20 Peter Thiel literally walks you step by step on how to succeed in 2026: https://t.co/RwZ6xFpXDT https://x.com/hamptonism/status/2010817254812794921s=20 Peter Thiel literally walks you step by step on how to succeed in 2026: https://t.co/RwZ6xFpXDT"  
[X Link](https://x.com/JoshInvestsAI/status/2010930249098252640)  2026-01-13T04:21Z [----] followers, [----] engagements


"@BitcoinAIGuy Wow youve been on this for months. This talk popped up on my feed today and I just couldnt stop thinking about $IREN while I was listening"  
[X Link](https://x.com/JoshInvestsAI/status/2010939498620748190)  2026-01-13T04:58Z [----] followers, [---] engagements


"As much as us $IREN investors claim that we are no longer a bitcoin mining company higher bitcoin prices will still help significantly. $97000 $120000 $97400. Tick tock $97400. Tick tock"  
[X Link](https://x.com/JoshInvestsAI/status/2011474501993734203)  2026-01-14T16:24Z [----] followers, 16.9K engagements


"@dandelion12234 You are misunderstanding what I am saying. Every dollar of net profit from Bitcoin mining helps with the GPU purchases. Its not so much about stock price at this stage because we know Wall Street gives a shit multiple to BTC mining"  
[X Link](https://x.com/JoshInvestsAI/status/2011477436169339245)  2026-01-14T16:36Z [----] followers, [---] engagements


"@BabeInTrades Couldnt agree more 💯"  
[X Link](https://x.com/JoshInvestsAI/status/2011494351487041739)  2026-01-14T17:43Z [----] followers, [---] engagements


"@othrwrldsthnths @dandelion12234 I agree I think its a much bigger than he thinks. Mike Alfred spoke on last weeks space about how much bitcoin prices still help IREN"  
[X Link](https://x.com/JoshInvestsAI/status/2011494961649225735)  2026-01-14T17:45Z [----] followers, [---] engagements


"$IREN just broke $55. This price will look like a joke [--] months from now and Im confident on that. I feel like a broken record. Welcome back $IREN to $50. Wont be here for too much longer either. https://t.co/BImPZX9Xqq I feel like a broken record. Welcome back $IREN to $50. Wont be here for too much longer either. https://t.co/BImPZX9Xqq"  
[X Link](https://x.com/JoshInvestsAI/status/2012176667872006489)  2026-01-16T14:54Z [----] followers, 71K engagements


"$IREN I love this post by Jim. There will be winners and losers and the market has a way of sniffing out the winners before they win. Everything will become clearer in these coming months. $RIOT: Why Lowball Deal Is this relevant for $IREN @GlobalCollapse asked a great question: why is RIOT getting a really bad deal There are two observations to make: [--]. Riot is signing at 1/2 the industry colocation rate. [--]. Riot has hundreds of MWs of power but is only https://t.co/Dc8VFYl7Yf $RIOT: Why Lowball Deal Is this relevant for $IREN @GlobalCollapse asked a great question: why is RIOT getting a"  
[X Link](https://x.com/JoshInvestsAI/status/2012242919214723094)  2026-01-16T19:17Z [----] followers, 17K engagements


"Lazarus you should watch the CEO interview of the deal on @McnallieM . The data centers are not quite tier [--] so tier [--] and it is being used for AMDs custom tailored solution and a derisked manner likely meaning much lower uptime requirements without a lot of penalty with looser targets. Remember not every company will be able to compete at the highest levels of rack density with the required uptime. It will become much clearer later but the alpha you are getting now is from understanding it before everyone else does"  
[X Link](https://x.com/JoshInvestsAI/status/2012387052021489771)  2026-01-17T04:50Z [----] followers, [--] engagements


"@Lazarus_Capital @McnallieM TLDR: its not about the demand picture and undercutting but more about $RIOT trying to work up towards operating tier [--] data centers and getting more experience"  
[X Link](https://x.com/JoshInvestsAI/status/2012387896980885565)  2026-01-17T04:53Z [----] followers, [--] engagements


"With $IREN now up 60%+ after @jimcramer told people to sell in December I sometimes question if Jim Cramer is paid to shill stocks by Wall Street. Its either that or hes just genuinely uneducated/naive which I think is unlikely for how many years hes been in the industry. The sad thing is the media has a large impact on a lot of retail traders who dont understand how markets work yet and its sad to see people miss out on life changing money by fud. Never forget: https://t.co/D7hNxPootQ Never forget: https://t.co/D7hNxPootQ"  
[X Link](https://x.com/JoshInvestsAI/status/2012670952295797244)  2026-01-17T23:38Z [----] followers, [----] engagements


"$IREN and xAI would solve a lot of Elons problems with going behind the meter for power generation that he is running into. If Elon really claims he will have more compute than the top [--] players combined in [--] years and he just did a 20B capital raise where do you think the capital will go towards 🤷♂ Can Elon really build more compute than all the top players by himself https://www.theguardian.com/technology/2026/jan/15/elon-musk-xai-datacenter-memphis https://www.theguardian.com/technology/2026/jan/15/elon-musk-xai-datacenter-memphis How does Elon put it The most entertaining outcome is the"  
[X Link](https://x.com/JoshInvestsAI/status/2012760540339220948)  2026-01-18T05:34Z [----] followers, 13.8K engagements


"@PDPhilaPhil @jiahanjimliu I think colocation is the play for some of SW1 if they decide multi tenant or full colocation if they decide one client. Maybe when cash flows start to come in better they do SW2 as a cloud play"  
[X Link](https://x.com/JoshInvestsAI/status/2012908867772936455)  2026-01-18T15:24Z [----] followers, [--] engagements


"I believe the [----] Macro Landscape is extremely favorable for equities: Trump loves to measure his success using stock market performance and frequently boasts about it to the press. This is a key tool that he needs to have any chance of winning midterms which is part of why he has been rushing recently to stimulate the economy (rates credit card rate cap dividend/tariff refunds QE 200B bond purchase to bring down mortgage rates.) Additionally the markets have been quite dismissive of Trumps comments recently because markets know they are used as a pressuring campaign to push US interests and"  
[X Link](https://x.com/JoshInvestsAI/status/2012936001732178182)  2026-01-18T17:11Z [----] followers, [--] engagements


"@SaiseiInvesting Fuck Im one of those people 😂"  
[X Link](https://x.com/JoshInvestsAI/status/2013451304731914669)  2026-01-20T03:19Z [----] followers, [---] engagements


"Algorithms trade certain ways based on the macro and stocks that get affected by indices. For example if macro has a scare the QQQs sell off causing Oracle to sell off. For some algos which are tied to oracle they also sell off IREN when it starts to drift down. Thats just one example but hopefully you get what I mean. Not everything makes sense in markets and its hard to attribute any one thing but if I had to guess IREN would be up without this minor macro headwind. https://twitter.com/i/web/status/2013464494060503168 https://twitter.com/i/web/status/2013464494060503168"  
[X Link](https://x.com/JoshInvestsAI/status/2013464494060503168)  2026-01-20T04:11Z [----] followers, [---] engagements


"$IREN saw this vision from the beginning. Now we wait for @danroberts0101 to bring one of the 10+ catalysts to light to show the market real execution. 🤧 The Texas Tribune - Texas is poised to become the largest home for data centers in the country within the next three years as artificial intelligence continues to boom according to a report published Tuesday. Bloom Energy a California-based company that provides onsite power The Texas Tribune - Texas is poised to become the largest home for data centers in the country within the next three years as artificial intelligence continues to boom"  
[X Link](https://x.com/JoshInvestsAI/status/2013999127332307405)  2026-01-21T15:36Z [----] followers, 12.9K engagements


"@Lazarus_Capital @NickWoolos Lazarus its not about getting pushback. He does these tariffs to bring the other countries to the negotiating table and uses it as leverage to get what he wants done. Its all part of his plan of course he knows the other countries are going to push back"  
[X Link](https://x.com/JoshInvestsAI/status/2014182505075675214)  2026-01-22T03:45Z [----] followers, [--] engagements


"@jiahanjimliu @SixSigmaCapital Ive been looking at $ADBE at these levels I just havent done enough research into how they plan to integrate AI and stay competitive long term. SAAS companies have been getting quite the beating recently"  
[X Link](https://x.com/JoshInvestsAI/status/2014193902543093920)  2026-01-22T04:30Z [----] followers, [---] engagements


"@KennyZufall The MSFT deal was released [--] days before the moved earlier earnings last quarter"  
[X Link](https://x.com/JoshInvestsAI/status/2014451160376049790)  2026-01-22T21:32Z [----] followers, [----] engagements


"@sk230303 How long have you spent looking into this company"  
[X Link](https://x.com/JoshInvestsAI/status/2014507120415145990)  2026-01-23T01:14Z [----] followers, [----] engagements


"@sk230303 I just looked through your replies and you seem to only comment negative things so I really dont want to give you too much time of my day. If they have a constant need to hype a pump the stock then why have they been completely silent since the MSFT deal"  
[X Link](https://x.com/JoshInvestsAI/status/2014509528201507184)  2026-01-23T01:24Z [----] followers, [---] engagements


"I think this U.S. Department of War partnership with xAI went under the radar for a lot of people. With Elon running into regulatory friction in his current data center Colossus [--] he may need to look towards other places like $IREN to provide xAI and the US Gov with compute. xAI was selected by the U.S. Department of War to deliver frontier AI Colocation with providers like $IREN make a lot of sense for accelerating this rollout of government compute [--]. Size & Scale: xAI is currently building out Colossus a 2GW super computer to support over 550K https://t.co/bE9CaQLhHu xAI was selected by"  
[X Link](https://x.com/JoshInvestsAI/status/2014741259949129770)  2026-01-23T16:45Z [----] followers, [----] engagements


"@Lazarus_Capital 100% 😂 Its part of what makes investing fun. Were enjoying the ride $100 soon"  
[X Link](https://x.com/JoshInvestsAI/status/2014757771552362786)  2026-01-23T17:50Z [----] followers, [----] engagements


"@GnarlyGainz They unplugged their bitcoin mining asics from H5-10. They would only tear down those shells if they had a client"  
[X Link](https://x.com/JoshInvestsAI/status/2016263718946922607)  2026-01-27T21:35Z [----] followers, [--] engagements


"$IREN Peter Thiel Co-Founder of PayPal and Palantir at Stanford University talking about value creation and monopolies: "Vertical integration I think is sort of an under-explored modality of technological progress that people would do well to look at more". I can't seem to not draw verticals to $IREN and their approach to creating long term value through vertical integration. It takes a level of understanding how value is created to see why these other companies cannot compete long term with $IREN. https://twitter.com/i/web/status/2010929820759453794"  
[X Link](https://x.com/JoshInvestsAI/status/2010929820759453794)  2026-01-13T04:20Z [----] followers, 46K engagements


"Hate to say it but this might be one of the last times you see $IREN in the 50s. Regardless of the macro noise we have a great week ahead. 😉 -6.12% Overnight"  
[X Link](https://x.com/JoshInvestsAI/status/2013418436047581574)  2026-01-20T01:08Z [----] followers, 46.6K engagements


"Could we see a green 🟢 day today for $IREN despite BTC and macro weakness"  
[X Link](https://x.com/JoshInvestsAI/status/2013638693425221875)  2026-01-20T15:44Z [----] followers, [----] engagements


"W for When deal 💎 $IREN V for Vendetta $IREN 💯 https://t.co/N5DK8Pjfc4 V for Vendetta $IREN 💯 https://t.co/N5DK8Pjfc4"  
[X Link](https://x.com/JoshInvestsAI/status/2014067580512682040)  2026-01-21T20:08Z [----] followers, [----] engagements


"Early earnings you know what that means 👀 $IREN $IREN will release its Q2 FY26 Results on Thursday February [--] [----] (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here: https://t.co/5GqmbLfeG9 $IREN will release its Q2 FY26 Results on Thursday February [--] [----] (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here: https://t.co/5GqmbLfeG9"  
[X Link](https://x.com/JoshInvestsAI/status/2014445473059254329)  2026-01-22T21:10Z [----] followers, 197.6K engagements


"These next two weeks will be very telling for $IREN. Those GB300 chips from the MSFT deal arent looking too bad now right If you believe in IREN's management team there had to be a reason to take a deal with unimpressive short-term economics. Either they think that GPU residuals were not what the market was pricing in or they needed industry validation before executing on their other 87% of their disclosed pipeline. I happen to think it's both. $IREN with already deployed HPC servers and signed DELL servers to be delivered we are looking at more than $8B worth of hardware that may have"  
[X Link](https://x.com/JoshInvestsAI/status/2015497958381302090)  2026-01-25T18:52Z [----] followers, 38.7K engagements


"@GnarlyGainz They started unplugged their bitcoin mining asics from H5-10. They would only tear down those shells if they had a client"  
[X Link](https://x.com/JoshInvestsAI/status/2016263845489099164)  2026-01-27T21:35Z [----] followers, [---] engagements


"They have a major cost advantage over everyone else in the industry because of vertical integration. They will be able to provide top of the line rack infrastructure where most of the compute providers cannot that arent hyperscalers. Hyperscalers alone cant service all of the demand for the entire world. Its pretty simple there you go"  
[X Link](https://x.com/JoshInvestsAI/status/2016622350255456304)  2026-01-28T21:20Z [----] followers, [--] engagements


"@Kajiastic @_Sgr_A_Star [--] years is kinda hard to predict but Id guess 200B+ market cap as a safe estimate for $IREN. I havent done enough research into $NBIS to give a conclusive answer as we dont even know their power agreement situation"  
[X Link](https://x.com/JoshInvestsAI/status/2016648584381313489)  2026-01-28T23:04Z [----] followers, [---] engagements


"$IREN [--] new job listings for Childress in these past couple days. Horizon 5-10 deal coming very soon with a week until earnings"  
[X Link](https://x.com/JoshInvestsAI/status/2017056042543206749)  2026-01-30T02:03Z [----] followers, 23.9K engagements


"Im a really big fan of Mike Alfred. I think you should join his spaces once in a while his tweets are for humorous reasons. I like that he makes his stance clear and doesnt change his opinions on price action. I think we can all learn from his strategy being how successful he is"  
[X Link](https://x.com/JoshInvestsAI/status/2017657779331187043)  2026-01-31T17:54Z [----] followers, [--] engagements


"@YTriggered16380 How do you know Ryan Can you send some proof on this"  
[X Link](https://x.com/JoshInvestsAI/status/2017710176279609460)  2026-01-31T21:22Z [----] followers, [--] engagements


"Can $IREN break the $58 resistance We know a deal will happen before or at earnings. Could they pull a sneaky afterhours announcement today"  
[X Link](https://x.com/JoshInvestsAI/status/2016196447037722715)  2026-01-27T17:07Z [----] followers, 17.5K engagements


"Probably nothing. Just look past it $IREN. BREAKING: We just caught another interesting trade. Representative Dale Strong made a single stock purchase yesterday. He bought stock in the data center company $IREN. Strong sits on the appropriations committee which sets government spending. https://t.co/5bozw0986l BREAKING: We just caught another interesting trade. Representative Dale Strong made a single stock purchase yesterday. He bought stock in the data center company $IREN. Strong sits on the appropriations committee which sets government spending. https://t.co/5bozw0986l"  
[X Link](https://x.com/JoshInvestsAI/status/2016913160205164612)  2026-01-29T16:35Z [----] followers, 11.4K engagements


"@levenson_david @mikealfred My guy its a joke 😂 Obviously hes not being serious"  
[X Link](https://x.com/JoshInvestsAI/status/2017930825963045034)  2026-02-01T11:59Z [----] followers, [---] engagements


"$IREN We have a huge week ahead. Im expecting at least one announcement this week for a deal. -4.52% Overnight"  
[X Link](https://x.com/JoshInvestsAI/status/2018128515917369469)  2026-02-02T01:05Z [----] followers, 12.1K engagements


"@BitcoinAIGuy @InvestorVideos @theBTCMiningGuy @ArtanisTheGreat @grok @danroberts0101 I know right 😴 put me to sleep. We will really check back in on him in a year from now"  
[X Link](https://x.com/JoshInvestsAI/status/2011248466811613609)  2026-01-14T01:26Z [----] followers, [--] engagements

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