#  @TheTechInvest The Tech Investor The Tech Investor, likely referring to IREN, is rapidly expanding its AI infrastructure. The company has secured a major $9.7 billion AI cloud contract with Microsoft and is increasing its GPU fleet to [-------] by [----]. IREN's growth and partnerships have led to significant attention and investment from major firms and analysts. ### Engagements: [-------] [#](/creator/twitter::1787169413650898944/interactions)  - [--] Week [---------] +21% - [--] Month [---------] +90% - [--] Months [----------] +66% - [--] Year [----------] +2,283% ### Mentions: [--] [#](/creator/twitter::1787169413650898944/posts_active)  - [--] Week [---] +24% - [--] Month [---] +56% - [--] Months [---] -19% - [--] Year [-----] +368% ### Followers: [------] [#](/creator/twitter::1787169413650898944/followers)  - [--] Week [------] +1.70% - [--] Month [------] +7.60% - [--] Months [------] +93% - [--] Year [------] +853% ### CreatorRank: [------] [#](/creator/twitter::1787169413650898944/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #1072 [stocks](/list/stocks) #705 [technology brands](/list/technology-brands) #5480 [cryptocurrencies](/list/cryptocurrencies) #341 [automotive brands](/list/automotive-brands) 3.54% [countries](/list/countries) 2.65% [exchanges](/list/exchanges) #118 [financial services](/list/financial-services) 1.77% [travel destinations](/list/travel-destinations) 0.88% **Social topic influence** [$iren](/topic/$iren) #4, [stocks](/topic/stocks) #139, [ai](/topic/ai) 21.24%, [$nbis](/topic/$nbis) #22, [$apld](/topic/$apld) #2, [$crwv](/topic/$crwv) #2, [$hims](/topic/$hims) #8, [$asts](/topic/$asts) #7, [ceo](/topic/ceo) #814, [$googl](/topic/$googl) #1944 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@themarketjarl](/creator/undefined) [@marketinvestorx](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@hatedmoats](/creator/undefined) [@anacintra24](/creator/undefined) [@spoonkidnapper](/creator/undefined) [@william_r2rclub](/creator/undefined) [@chrisking189362](/creator/undefined) [@jespabe](/creator/undefined) [@aisavvycapital](/creator/undefined) [@mudirshin](/creator/undefined) [@mlsaini0110](/creator/undefined) [@sindhureddy](/creator/undefined) [@techequityeng](/creator/undefined) [@danroberts0101](/creator/undefined) [@vickicpapartner](/creator/undefined) [@yoki_sgn](/creator/undefined) [@gvdinvestor](/creator/undefined) [@harveypc_](/creator/undefined) **Top assets mentioned** [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Applied Digital Corp. (APLD)](/topic/$apld) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Micron Technology, Inc. (MU)](/topic/$mu) [Bloom Energy Corporation (BE)](/topic/$be) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Now Coin (NOW)](/topic/$now) [Bitcoin (BTC)](/topic/$btc) [Sandisk Corporation (SNDK)](/topic/$sndk) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Duolingo, Inc. (DUOL)](/topic/$duol) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Oklo Inc. (OKLO)](/topic/$oklo) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [TeraWulf Inc. (WULF)](/topic/$wulf) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Western Digital Corp (WDC)](/topic/$wdc) [AppLovin Corporation (APP)](/topic/$app) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [SideShift (XAI)](/topic/$xai) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Intuit Inc. (INTU)](/topic/$intu) [Salesforce Inc (CRM)](/topic/$crm) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Trade Desk, Inc. (TTD)](/topic/$ttd) [RAI Finance (SOFI)](/topic/$sofi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Coherent Inc (COHR)](/topic/$cohr) [Curtiss-Wright Corp. (CW)](/topic/$cw) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Bitfarms Ltd. (BITF)](/topic/$bitf) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Planet Labs PBC (PL)](/topic/$pl) [MP Materials Corp. (MP)](/topic/$mp) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Redwire Corporation (RDW)](/topic/$rdw) [Uranium Energy Corp. (UEC)](/topic/$uec) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) ### Top Social Posts Top posts by engagements in the last [--] hours "$HIMS & $OSCR Shareholders" [X Link](https://x.com/TheTechInvest/status/1968735936927117568) 2025-09-18T17:56Z 54.6K followers, 80.5K engagements "Potential 10X watchlist for the coming pullback: [--]. $IREN Data center $BTC mining [--]. $HIMS Revolutionizing healthcare [--]. $OSCR Redefining health insurance [--]. $NBIS AI infrastructure [--]. $EOSE Energy [--]. $PLTR Software [--]. $TMDX Organ transplant revolution [--]. $SOUN AI based voice solutions for businesses [--]. $DUOL AI based education [--]. $ASTS Space-based connectivity" [X Link](https://x.com/TheTechInvest/status/1975879635373097154) 2025-10-08T11:03Z 54.6K followers, 301.1K engagements "Per Futurum Equities $IREN PEG (Price / Earnings to Growth Ratio) is [---] which means that $IREN is still one of the most attractive tech stocks. The company is expected to grow by 354% in Q1 [----] and 100% to 150% in the FY2026. $IREN can cross $120 and still be undervalued based on absolute valuation metrics. https://twitter.com/i/web/status/1977664375956615673 https://twitter.com/i/web/status/1977664375956615673" [X Link](https://x.com/TheTechInvest/status/1977664375956615673) 2025-10-13T09:15Z 54.6K followers, 312.7K engagements "π¨BREAKING: $IREN PT RAISED TO $100 AT CANTOR FITZGERALD CITES AI CLOUD GROWTH POTENTIAL π₯π₯π₯π₯π₯" [X Link](https://x.com/TheTechInvest/status/1978056227243368958) 2025-10-14T11:12Z 54.6K followers, 127.8K engagements "Name a company that is expected to grow its revenue by over +100% EPS by +200% and operating cash flow by +500% ($1.6B) in [----]. Yet this company is still trading at 28X PE ratio" [X Link](https://x.com/TheTechInvest/status/1990884225982062822) 2025-11-18T20:46Z 54.7K followers, 195.8K engagements "π¨ $IREN CEO @danroberts0101 needs to visit Texas of the region; one of the richest sources of renewable energy. π¨BREAKING: U.S. APPROVES DEAL TO SELL AI CHIPS TO MIDDLE EAST "The Commerce Department approved the sale of up to [-----] advanced artificial-intelligence chips to two companies based in the United Arab Emirates and Saudi Arabia a big win for the Middle East nations as they π¨BREAKING: U.S. APPROVES DEAL TO SELL AI CHIPS TO MIDDLE EAST "The Commerce Department approved the sale of up to [-----] advanced artificial-intelligence chips to two companies based in the United Arab Emirates" [X Link](https://x.com/TheTechInvest/status/1991290413236277583) 2025-11-19T23:40Z 54.6K followers, 26.4K engagements "@VickiCPAPartner $APLD looks promising too. This chart might help you understand its power potential. [--]. $IREN [--]. $RIOT [--]. $APLD [--]. $BITF [--]. $CORZ [--]. $MARA [--]. $WULF [--]. $CIFR [--]. $CLSK [--]. $GLXY" [X Link](https://x.com/TheTechInvest/status/1995203357418627213) 2025-11-30T18:48Z 54.6K followers, 24.1K engagements "π¨BREAKING: Dan Ives on $IREN " $IREN is another core power play that we are bullish on." "We are now entering the energy piece of this AI revolution π¨ $IREN has been securing land and power since [----] through 100% renewable energy sources. Any new policies that would restrict data center infrastructure in the near future will be extremely bullish for this unique company. π¨ $IREN has been securing land and power since [----] through 100% renewable energy sources. Any new policies that would restrict data center infrastructure in the near future will be extremely bullish for this unique company" [X Link](https://x.com/TheTechInvest/status/2005703409370849700) 2025-12-29T18:12Z 54.7K followers, 229.7K engagements "2026 Day1 $ALAB +9%π’ $ACMR +8%π’ $ASML +8%π’ $MU +7%π’ $VRT +7%π’ $BE +7%π’ $WULF +6%π’ $RIOT +6%π’ $CRWV +6%π’ $NBIS +6%π’ $IREN +6%π’" [X Link](https://x.com/TheTechInvest/status/2007105645930311899) 2026-01-02T15:04Z 54.6K followers, 47.3K engagements "$IREN was selected by Dan Ives as one of [--] companies to power the 4th Industrial Revolution. I bet Dan is bullish on the future of the multi GW pipeline more than the current 3GW capacity and the recent deal" [X Link](https://x.com/TheTechInvest/status/2011431054226424186) 2026-01-14T13:31Z 54.7K followers, 298.4K engagements "π¨ $IREN JOINS X TOP [--] MOST SEARCHED STOCKS LIST +42% YTD and the best is yet to come π₯π₯ Top cashtags searched on X recently https://t.co/TMyWfN1R02 Top cashtags searched on X recently https://t.co/TMyWfN1R02" [X Link](https://x.com/TheTechInvest/status/2011856426432434529) 2026-01-15T17:42Z 54.6K followers, 59.2K engagements "π¨ [--] DAYS INTO [----] AND $IREN IS ONE OF THE BEST-PERFORMING STOCKS IN THE MARKET. What a horrible start for the bears π¨ $IREN BREAKS $55 https://t.co/mg2q2wPLaK π¨ $IREN BREAKS $55 https://t.co/mg2q2wPLaK" [X Link](https://x.com/TheTechInvest/status/2012201745229730201) 2026-01-16T16:34Z 54.7K followers, 43K engagements "2026 Best Performing Stocks [--]. $SNDK +74%π’ [--]. $BE +72%π’ [--]. $KTOS +72%π’ [--]. $ASTS +59%π’ [--]. $IREN +53%π’ [--]. $GLXY +53%π’ [--]. $APLD +52%π’ [--]. $EOSE +52%π’ [--]. $NVTS +52%π’ [--]. $PL +43%π’ [--]. $RKLB +38%π’ [--]. $MP +32%π’ [--]. $CRWV +32%π’ [--]. $NBIS +29%π’ [--]. $ASML +24%π’ [--]. $LRCX +27%π’ [--]. $AMAT +24%π’ [--]. $INTC +24%π’ [--]. $KLAC +29%π’ https://twitter.com/i/web/status/2012469736940990837 https://twitter.com/i/web/status/2012469736940990837" [X Link](https://x.com/TheTechInvest/status/2012469736940990837) 2026-01-17T10:19Z 54.6K followers, 172.2K engagements "2026 Best Performing Stocks by Market Cap [--]. $ASML +30%π’ [--]. $MU +39%π’ [--]. $INTC +47%π’ [--]. $WDC +41%π’ [--]. $SNDK +112%π’ [--]. $CCJ +33%π’ [--]. $ASTS +60%π’ [--]. $BE +67%π’ [--]. $KEP +36%π’ [--]. $UMC +38%π’ [--]. $RVMD +49%π’ [--]. $KTOS +49%π’ [--]. $KAP +35%π’ [--]. $HL +63%π’ [--]. $IREN +50%π’ [--]. $FIGR +53%π’ [--]. $GLXY +42%π’ [--]. $MP +37%π’ [--]. $RGC +49%π’ [--]. $TTMI +37%π’ [--]. $APLD +53%π’ [--]. $PL +36%π’ [--]. $UEC +59%π’ [--]. $VICR +39%π’ [--]. $CAMT +35%π’ [--]. $IBRX +225%π’ [--]. $LMND +31%π’ [--]. $ORLA +37%π’ [--]. $SMR +39%π’ [--]. $EOSE +49%π’ https://twitter.com/i/web/status/2015006678865883582" [X Link](https://x.com/TheTechInvest/status/2015006678865883582) 2026-01-24T10:20Z 54.6K followers, 84.2K engagements "Jensen Huang of $NVDA enjoying biking and eating strawberries in Shanghai and youre bearish on AI" [X Link](https://x.com/TheTechInvest/status/2015378306493759718) 2026-01-25T10:56Z 54.6K followers, 48.5K engagements "π¨ BREAKING: $NVDA INVESTS $2B IN $CRWV IN AI-FACTORY COLLABORATION Bullish for $IREN $NBIS $GLXY $APLD and $CIFR etc" [X Link](https://x.com/TheTechInvest/status/2015786070760124635) 2026-01-26T13:57Z 54.7K followers, 67.2K engagements "$IREN is expected to announce multiple deals building new DCs and disclosing its current pipeline. Thats the reason Im all in on $IREN in [----]. $IREN Up 51% this January. π’ [--]. $NBIS announced in its latest quarter that it contracted its entire power capacity missing analysts expectations. [--]. $CRWV admitted that it suffered some third parties issues which made it cut its guidance. [--]. Morgan Stanley warns of US power shortage for data centers. [--]. [--]. $NBIS announced in its latest quarter that it contracted its entire power capacity missing analysts expectations. [--]. $CRWV admitted that it" [X Link](https://x.com/TheTechInvest/status/2016188008857219585) 2026-01-27T16:34Z 54.5K followers, 141.2K engagements "π¨ This is INSANE π¨ Both $IREN & $AMZN to announce their quarterly earnings on February [--] at [--] PM ET If its $AMZN @UncleAlpha007 is the winner π₯ $AMZN or $xAI In [----] neoclouds looked the same for both retail and institutional investors alike. In [----] both are smart enough to know the leaders of the sector. $IREN has the potential to operate up to 1.46M GPUs with its current 3GW secured power and the [--] to [--] GW $AMZN or $xAI In [----] neoclouds looked the same for both retail and institutional investors alike. In [----] both are smart enough to know the leaders of the sector. $IREN has the" [X Link](https://x.com/TheTechInvest/status/2016194753096737079) 2026-01-27T17:01Z 54.7K followers, 71.9K engagements "The best performing stocks YTD $APLD +71%π’ $IREN +60%π’ $CRWV +58%π’ $GLXY +49%π’ $RIOT +39%π’ $CORZ +38%π’ $HUT +37%π’ $WULF +33%π’ $CLSK +32%π’ $BTDR +29%π’ $CIFR +27%π’ $NBIS +19%π’ @VickiCPAPartner $APLD looks promising too. This chart might help you understand its power potential. [--]. $IREN [--]. $RIOT [--]. $APLD [--]. $BITF [--]. $CORZ [--]. $MARA [--]. $WULF [--]. $CIFR [--]. $CLSK [--]. $GLXY https://t.co/tSmRv7TF0H @VickiCPAPartner $APLD looks promising too. This chart might help you understand its power potential. [--]. $IREN [--]. $RIOT [--]. $APLD [--]. $BITF [--]. $CORZ [--]. $MARA [--]. $WULF [--]. $CIFR [--]. $CLSK [--]. $GLXY" [X Link](https://x.com/TheTechInvest/status/2016493777272115503) 2026-01-28T12:49Z 54.7K followers, 19.3K engagements "π¨ THE WORST BOTTOM SELLER IN WALL STREET IS JIM CRAMER $IREN Up +62% YTD and on its way to double or triple in 2026" [X Link](https://x.com/TheTechInvest/status/2016530249652044024) 2026-01-28T15:14Z 54.7K followers, 34.4K engagements "$IREN SURPASSED $APLD AND BECAME THE BEST PERFORMING STOCK IN THE SECTOR. $IREN +64%π’ $APLD +63%π’ $CRWV +47%π’" [X Link](https://x.com/TheTechInvest/status/2016550562712473755) 2026-01-28T16:34Z 54.5K followers, 22.8K engagements "π¨ $IREN BREAKS $63 AS ONE OF THE BEST-PERFORMING STOCKS IN THE MARKET WITH 67% YTD PERFORMANCE Almost doubled since December [--] π₯π₯π₯" [X Link](https://x.com/TheTechInvest/status/2016599789782159410) 2026-01-28T19:50Z 54.7K followers, 61.3K engagements "$META & $MSFT raising their CapEx by $15B and $20B above expectations is another new force for the expected bull market in [----]. Insane to say the least Bullish for $IREN as a cornerstone in the physical infrastructure of AI π¨ $IREN BREAKS $63 AS ONE OF THE BEST-PERFORMING STOCKS IN THE MARKET WITH 67% YTD PERFORMANCE Almost doubled since December [--] π₯π₯π₯ https://t.co/413TJdnd0s π¨ $IREN BREAKS $63 AS ONE OF THE BEST-PERFORMING STOCKS IN THE MARKET WITH 67% YTD PERFORMANCE Almost doubled since December [--] π₯π₯π₯ https://t.co/413TJdnd0s" [X Link](https://x.com/TheTechInvest/status/2016637497506210170) 2026-01-28T22:20Z 54.7K followers, 32.1K engagements "You are not bullish enough on $IREN $IREN Price: December [--] 2022: $1.06 January [--] 2026: $62 Thats 62x in almost [--] years. Thats history Yet $IREN ARR target for 2026: $3.4B Thats for the 16% of the entire power portfolio. Do the math for the 84% plus the multiple GW pipeline. https://twitter.com/i/web/status/2016861030677151917 https://twitter.com/i/web/status/2016861030677151917" [X Link](https://x.com/TheTechInvest/status/2016861030677151917) 2026-01-29T13:08Z 54.7K followers, 316.1K engagements "π¨ BREAKING: CONGRESSMAN DALE STRONG JUST ADDED $IREN TO HIS PORTFOLIO You are not bullish enough on $IREN $IREN Price: December [--] 2022: $1.06 January [--] 2026: $62 Thats 62x in almost [--] years. Thats history Yet $IREN ARR target for 2026: $3.4B Thats for the 16% of the entire power portfolio. Do the math for the 84% plus the multiple You are not bullish enough on $IREN $IREN Price: December [--] 2022: $1.06 January [--] 2026: $62 Thats 62x in almost [--] years. Thats history Yet $IREN ARR target for 2026: $3.4B Thats for the 16% of the entire power portfolio. Do the math for the 84% plus the multiple" [X Link](https://x.com/TheTechInvest/status/2016905662127571241) 2026-01-29T16:05Z 54.6K followers, 281.7K engagements "January Best Performing Stocks $IBRX +215%π’ $SNDK +145%π’ $SATL +145%π’ $NUAI +134%π’ $CRML +89%π’ $USAR +88%π’ $SKYT +74%π’ $BE +74%π’ $RCAT +70%π’ $ICHR +64%π’ $UUUU +54%π’ $RDW +54%π’ $ASTS +53%π’ $UEC +47%π’ $UAMY +46%π’ $MU +45%π’ $WDC +45%π’ $IREN +43%π’ $APLD +38%π’ $CRWV +30%π’ https://twitter.com/i/web/status/2017578624342266050 https://twitter.com/i/web/status/2017578624342266050" [X Link](https://x.com/TheTechInvest/status/2017578624342266050) 2026-01-31T12:40Z 54.7K followers, 218.6K engagements "Is it the $75K touch and go before $IREN Q2 next Thursday or the $60K Nobody knows for sure. All I know is that I have the courage to go all in when I see a great opportunity or what Mark Twain said: "Put all your eggs in the one basket and - WATCH THAT BASKET." January Best Performing Stocks $IBRX +215%π’ $SNDK +145%π’ $SATL +145%π’ $NUAI +134%π’ $CRML +89%π’ $USAR +88%π’ $SKYT +74%π’ $BE +74%π’ $RCAT +70%π’ $ICHR +64%π’ $UUUU +54%π’ $RDW +54%π’ $ASTS +53%π’ $UEC +47%π’ $UAMY +46%π’ $MU +45%π’ $WDC +45%π’ $IREN +43%π’ $APLD +38%π’ January Best Performing Stocks $IBRX +215%π’ $SNDK +145%π’" [X Link](https://x.com/TheTechInvest/status/2017768212906086582) 2026-02-01T01:13Z 54.7K followers, 123.5K engagements ""If everything is going down where is the money actually going" Head of Product at @X Nikita Bier: Datacenters raw materials and land" [X Link](https://x.com/TheTechInvest/status/2017934669266690535) 2026-02-01T12:14Z 54.6K followers, 13.6K engagements "January Worst Performing Stocks $APP -29%π΄ $TEAM -27%π΄ $RIVN -25%π΄ $INTU -24%π΄ $NOW -23%π΄ $DUOL -23%π΄ $TTD -20%π΄ $CRM -19%π΄ $QBTS -18%π΄ $RBLX -18%π΄ $SHOP -18%π΄ $WDAY -18%π΄ $RGTI -17%π΄ $HIMS -16%π΄ $ADBE -16%π΄ $ORCL -15%π΄ $AXON -14%π΄ $UNH -13%π΄ $SOFI -12%π΄ $HOOD -12%π΄ January Best Performing Stocks $IBRX +215%π’ $SNDK +145%π’ $SATL +145%π’ $NUAI +134%π’ $CRML +89%π’ $USAR +88%π’ $SKYT +74%π’ $BE +74%π’ $RCAT +70%π’ $ICHR +64%π’ $UUUU +54%π’ $RDW +54%π’ $ASTS +53%π’ $UEC +47%π’ $UAMY +46%π’ $MU +45%π’ $WDC +45%π’ $IREN +43%π’ $APLD +38%π’ January Best Performing Stocks $IBRX" [X Link](https://x.com/TheTechInvest/status/2018049044606595463) 2026-02-01T19:49Z 54.8K followers, 41.3K engagements "$IREN PTs early 2025: $20 Late 2025: $100+ I expect institutional investors to upgrade their $IREN PTs for the next [--] months to $100 $150 and $200 [----] is a turning point for AI INFRA companies. π¨ BREAKING π¨ $IREN PT RAISED TO $142 AT CANTOR FITZGERALD π₯π₯π₯π₯π₯ π¨ BREAKING π¨ $IREN PT RAISED TO $142 AT CANTOR FITZGERALD π₯π₯π₯π₯π₯" [X Link](https://x.com/TheTechInvest/status/2018339617343254714) 2026-02-02T15:03Z 54.6K followers, 113K engagements "$IREN next deal potential candidates: [--]. $AMZN [--]. $GOOGL [--]. $xAI [--]. Anthropic I am not an early investor but I see that Dan is more into surprising the market given his background in finance and marketing. [--] days left. $IREN PTs early 2025: $20 Late 2025: $100+ I expect institutional investors to upgrade their $IREN PTs for the next [--] months to $100 $150 and $200 [----] is a turning point for AI INFRA companies. $IREN PTs early 2025: $20 Late 2025: $100+ I expect institutional investors to upgrade their $IREN PTs for the next [--] months to $100 $150 and $200 [----] is a turning point for AI INFRA" [X Link](https://x.com/TheTechInvest/status/2018366947461562629) 2026-02-02T16:52Z 54.7K followers, 45.6K engagements "@mikealfred Lets hope I dont get blocked for saying this. Mike was told or decided to be careful when talking about $IREN before Q2 given hes a board member. I am expecting a huge surprise because of his recent silence. This silence is not bad at all" [X Link](https://x.com/TheTechInvest/status/2018519962651144334) 2026-02-03T03:00Z 54.6K followers, 10.1K engagements "Whos the customer who needs $IREN 2GW of Sweetwater [--] & [--] COMBINED To whom is $IREN CCO Kent Draper referring when he said in Q1 call: "There are a number of customers out there who are looking particularly for scale in terms of their deployments. And obviously being able to offer [--] gigawatts that can operate as an individual campus even though the physical sites are separated is something that we think has value and that's why we have pursued that direct fiber connection." https://twitter.com/i/web/status/2018645315666968713 https://twitter.com/i/web/status/2018645315666968713" [X Link](https://x.com/TheTechInvest/status/2018645315666968713) 2026-02-03T11:18Z 54.7K followers, 38.7K engagements "π¨ BREAKING: CONGRESSMAN CLEO FIELDS JUST BOUGHT $100K OF $IREN π₯π₯π₯π₯π₯ π¨ BREAKING: CONGRESSMAN DALE STRONG JUST ADDED $IREN TO HIS PORTFOLIO https://t.co/YyWxtZJMkB π¨ BREAKING: CONGRESSMAN DALE STRONG JUST ADDED $IREN TO HIS PORTFOLIO https://t.co/YyWxtZJMkB" [X Link](https://x.com/TheTechInvest/status/2019084719980175721) 2026-02-04T16:24Z 54.6K followers, 73.9K engagements "π¨ TWO CONGRESSMEN BOUGHT $IREN RIGHT BEFORE Q2: CLEO FIELDS & DALE STRONG" [X Link](https://x.com/TheTechInvest/status/2019087102072283381) 2026-02-04T16:34Z 54.7K followers, 17.9K engagements "π¨ BREAKING: $GOOGL CLOUD GREW BY +48% YoY π€―π€― Bullish for $IREN $NBIS $CRWV $APLD * @danroberts0101 you know what you have to do. π¨ BREAKING: $GOOGL SEES [----] CAPEX OF $175B TO $185B VS THE ESTIMATED $119.5B SCARY NUMBER π¨ BREAKING: $GOOGL SEES [----] CAPEX OF $175B TO $185B VS THE ESTIMATED $119.5B SCARY NUMBER" [X Link](https://x.com/TheTechInvest/status/2019166146151477745) 2026-02-04T21:48Z 54.7K followers, 32.3K engagements "@Hank_BTC_1 $GOOGL can eat up every single KW offered by $IREN or $CIFR" [X Link](https://x.com/TheTechInvest/status/2019187687266173023) 2026-02-04T23:13Z 54.7K followers, [----] engagements "I sold my $HIMS position in late [----]. I buy stocks intending to hold them for one year or more. Selling $HIMS or $OSCR wasnt pre-planned. When I saw a better opportunity which is $IREN here I decided to go all in. So far I am in the red like $HIMS when it crashed in February [----] from $72 to the low $20s then rebounded several times from the bottom. I share my buys and sells here as a sign of appreciation and respect to my friends here not as financial advice. Investing is a personal behavior. What how and when belong to a very personal and individual experience. I apologize to everyone" [X Link](https://x.com/TheTechInvest/status/2019207867794887080) 2026-02-05T00:34Z 54.6K followers, [----] engagements "Overestimating the deal point in isolation of the collective market pullback and $BTC price action (touching $69K as of now) doesnt seem to be an accurate reading of $IREN drop. The market wouldnt like delaying the deal but I dont think that would be the only reason for $IREN to touch the $30s once again. https://twitter.com/i/web/status/2019376022819340638 https://twitter.com/i/web/status/2019376022819340638" [X Link](https://x.com/TheTechInvest/status/2019376022819340638) 2026-02-05T11:42Z 54.6K followers, 13.6K engagements "A bit of April uncertainty is the reason for this collective pullback. The $30s or holding above the $40s level depends on $BTC and this negative sentiment regarding the role of AI software pullback Iran potential strike etc. $GOOGL delivered a historic quarter with the most phenomenal CapEx number we have ever seen in history yet the company is down by 3% in pre market. This sentiment has nothing to do with $IREN or $GOOGL etc. https://twitter.com/i/web/status/2019388380186890714 https://twitter.com/i/web/status/2019388380186890714" [X Link](https://x.com/TheTechInvest/status/2019388380186890714) 2026-02-05T12:31Z 54.7K followers, [---] engagements "π¨ BREAKING: CITIZENS MAINTAINS $IREN PT OF $80 π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December [----] π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December 2025" [X Link](https://x.com/TheTechInvest/status/2019714938911240320) 2026-02-06T10:09Z 54.7K followers, 109.5K engagements "π¨ BREAKING: Bernstein describes $IREN as "the largest vertically integrated Al Data center platform." π₯π₯π₯ https://twitter.com/i/web/status/2019744970421281025 https://twitter.com/i/web/status/2019744970421281025" [X Link](https://x.com/TheTechInvest/status/2019744970421281025) 2026-02-06T12:08Z 54.7K followers, 78.1K engagements "π¨BREAKING: COMPASS POINT MAINTAINS $IREN PT OF $105 π₯π₯π₯ π¨ BREAKING: Bernstein describes $IREN as "the largest vertically integrated Al Data center platform." π₯π₯π₯ π¨ BREAKING: Bernstein describes $IREN as "the largest vertically integrated Al Data center platform." π₯π₯π₯" [X Link](https://x.com/TheTechInvest/status/2019756810069004343) 2026-02-06T12:55Z 54.7K followers, 30.5K engagements "π¨BREAKING: $IREN PT RAISED TO $83 AT B. RILEY π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December [----] π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December 2025" [X Link](https://x.com/TheTechInvest/status/2019763163831423312) 2026-02-06T13:20Z 54.7K followers, 41.8K engagements "A neocloud contracted every single KW in its power portfolio. $IREN said no to trillion dollar companies when it has enough capacity to power Lose Angeles. I know who has the negotiations power" [X Link](https://x.com/TheTechInvest/status/2020184105837810021) 2026-02-07T17:13Z 54.8K followers, 42.9K engagements "In 2018: $IREN was built by Dan and his brother Will on a very simple thesispower is the bottleneck of the future. They started with $BTC. In [----] they became the "the largest vertically integrated Al Data center platform" per Bernstein or what $IREN described for the very first time in Q2 as "Scaling into a global AI Cloud leader." $IREN moat has shifted from time to power to time to DCs. $IREN has the strongest moat in the neoclouds sector and time will show how playing the long term game always wins. The gap is huge between $IREN and its peers and [----] is the turning point." [X Link](https://x.com/TheTechInvest/status/2020275842534826284) 2026-02-07T23:17Z 54.7K followers, 28K engagements "@moninvestor Bullish for the only company that power for it is not a constraint" [X Link](https://x.com/TheTechInvest/status/2020995353148092902) 2026-02-09T22:56Z 54.8K followers, [----] engagements "The $NBIS double miss confirmed one fact: we are biased by nature. We are here to belong to something. This fact has nothing to do with red or green. π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion dollar hyperscaler saying they werent interested in Sweetwater and now they are." SW1 (1.4GW) to be energized in [----]. SW2 (600MW) to be energized in [----]. Childress or SW1 the deal is coming this year. https://t.co/Q4lY8VK5r6 π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion dollar hyperscaler saying they werent interested in Sweetwater and now they" [X Link](https://x.com/TheTechInvest/status/2021984569818591616) 2026-02-12T16:27Z 54.8K followers, 12.1K engagements "$HIMS CEO needs to be taught how to talk to the public let alone how to lead. "The team has a stomach of steel. Whether the stock's $70 or $2.87." This is the worst quote I have ever read for a CEO who leads a listed company that faces serious leadership challenges. I was wrong for backing him and I am happy I sold $HIMS at the top. https://twitter.com/i/web/status/2020362838749929856 https://twitter.com/i/web/status/2020362838749929856" [X Link](https://x.com/TheTechInvest/status/2020362838749929856) 2026-02-08T05:03Z 54.9K followers, 163.8K engagements "π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al Data center platform for the very first time. [--]. Most of the institutional analysts maintained or raised their price targets including two PTs of $105 and $125. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN secured $3.6B (95% of the costs of the $MSFT deal GPUs) at an average interest rate of around 3%. (One of the lowest rates in" [X Link](https://x.com/TheTechInvest/status/2020611722327871503) 2026-02-08T21:32Z 54.9K followers, 216.9K engagements "π¨ If youre starting from scratch youre looking at only being able to get power online [--] to [--] years from now. $IREN CCO from his interview with the IBD As of today $IREN power capacity is 4.5GW excluding the multi-GW pipeline Power grid delays are said to be challenging Amazons $AMZN data center expansion in Europe with company executives saying that grid connection timelines which could span [--] years are one of the biggest factors in its data center investment plans. $MSFT $GOOG $NVDA Power grid delays are said to be challenging Amazons $AMZN data center expansion in Europe with company" [X Link](https://x.com/TheTechInvest/status/2021010576965820482) 2026-02-09T23:57Z 54.9K followers, 40.6K engagements "$WULF CFO: "If you think you're getting power (from ERCOT in Texas) in [----] or [----]. you better have some politically connected people in your corner or you're not getting power"" [X Link](https://x.com/TheTechInvest/status/2021034259146997890) 2026-02-10T01:31Z 54.9K followers, [----] engagements "π¨ BREAKING: ANTHROPIC FINALIZES $30B FUNDING AT $380B VALUE" [X Link](https://x.com/TheTechInvest/status/2022026288043897102) 2026-02-12T19:13Z 54.9K followers, 106.1K engagements "I believe these [--] stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $359 -22%π΄ 2- $NVDA $92 -39%π΄ 3- $AMZN $170 -29%π΄ 4- $GOOGL $144 -30%π΄ 5- $META $500 -32%π΄ 6- $AVGO $144 -42%π΄ 7- $TSLA $235 -51%π΄ 8- $TSM $144 -35%π΄ 9- $PLTR $72 -42%π΄ 10- $NOW $707 -40%π΄ 11- $AMD $84 -54%π΄ 12- $CRWD $318 -30%π΄ 13- $ANET $63 -52%π΄ 14- $APP $215 -58%π΄ 15- $AXON $496 -30%π΄ 16- $DDOG $87 -49%π΄ 17- $TTD $45 -67%π΄ 18- $MPWR $477 -50%π΄ 19- $DUOL $290 -34%π΄ 20- $HIMS $25 -65%π΄" [X Link](https://x.com/TheTechInvest/status/1908447489314918465) 2025-04-05T09:11Z 54.9K followers, 2.3M engagements "POTENTIAL 10X IN [--] YEARS 1- $OSCR 2- $HIMS 3- $NBIS 4- $DUOL 5- $SOUN 6- $EOSE 7- $IREN 8- $ASTS 9- $OKLO 10- $ONDS 11- $ACMR 12- $ADUR 13- $ACHR 14- $TEM 15- $TMDX 17- $RKLB 18- $ABCL 19- $JOBY 20- $NVTS" [X Link](https://x.com/TheTechInvest/status/1959291811102388414) 2025-08-23T16:29Z 54.9K followers, 712.1K engagements "π¨ All you need to know about $IREN short term catalysts: [--]. Sweetwater [--] (1.4GW) is expected to be energized in almost [--] months. (Insane deals are expected with $xAI or $GOOGL etc. [--]. SW2 (600MW) is expected to be energized next year. [--]. SW [--] and [--] combined with their 2GW power capacity makes $IREN one of a few companies that have +2GW data centers in one place. [--] .Theres a high probability that the company may announce building new DCs. [--] .More clarity on the companys multi GW pipeline. [--] .For the execution risk $IREN has never missed a single deadline since going public; not a single one." [X Link](https://x.com/TheTechInvest/status/2014284227118870811) 2026-01-22T10:29Z 54.9K followers, 159.5K engagements "$AMZN or $xAI In [----] neoclouds looked the same for both retail and institutional investors alike. In [----] both are smart enough to know the leaders of the sector. $IREN has the potential to operate up to 1.46M GPUs with its current 3GW secured power and the [--] to [--] GW pipeline. The current capacity is 875K GPUs. From 8.5K GPUs in mid [----] to 140K GPUs in less than [--] years is the most phenomenal growth I have ever seen for a small company. $iren will announce a deal with $AMZN Feb 5th when they report earnings. IREN CEO previously hinted at a deal with AWS. IREN moved up earnings to the same" [X Link](https://x.com/TheTechInvest/status/2016148806023188938) 2026-01-27T13:58Z 54.9K followers, 93.7K engagements "These are the most attractive stocks I know in the market: $IREN $55 $NBIS $87 $HIMS $27 $ONDS $10" [X Link](https://x.com/TheTechInvest/status/2017289145685573755) 2026-01-30T17:29Z 54.9K followers, 133.4K engagements "99% dont make it because they get scared when they shouldnt. That when is when billionaires jump in Losers & winners of April [----] are likely losers & winners of February [----]. Watch these wealth generation machines: $NVDA $GOOGL $MSFT $AMZN $TSLA $AVGO $TSM $AMD $PLTR $CRWD $MELI $AXON $NBIS $IREN https://twitter.com/i/web/status/2018156264631529822 https://twitter.com/i/web/status/2018156264631529822" [X Link](https://x.com/TheTechInvest/status/2018156264631529822) 2026-02-02T02:55Z 54.9K followers, 45.9K engagements "Dan Ives Top [--] Stocks by YTD Performance [--]. $MU +49%π’ [--]. $IREN +46%π’ [--]. $CRWV +25%π’ [--]. $GEV +20%π’ [--]. $AMD +14%π’ [--]. $BABA +12%π’ [--]. $TSM +11%π’ [--]. $BIDU +11%π’ [--]. $GOOGL +9%π’ [--]. $OKLO +9%π’ [--]. $INOD +8%π’ [--]. $NBIS +8%π’ [--]. $META +6%π’ [--]. $AMZN +3%π’ [--]. $AAPL -0.85%π΄ [--]. $IBM -1%π΄ [--]. $NVDA -3%π΄ [--]. $TSLA -5%π΄ [--]. $AVGO -7%π΄ [--]. $PANW -9%π΄ [--]. $CRWD -9%π΄ [--]. $PLTR -12%π΄ [--]. $MSFT -14%π΄ [--]. $ZS -15%π΄ [--]. $MDB -17%π΄ [--]. $ORCL -19%π΄ [--]. $SNOW -19%π΄ [--]. $RBLX -21%π΄ [--]. $SHOP -23%π΄ [--]. $PEGA -32%π΄ https://twitter.com/i/web/status/2018718585040871874" [X Link](https://x.com/TheTechInvest/status/2018718585040871874) 2026-02-03T16:09Z 54.9K followers, 86.5K engagements "π¨ BREAKING: $GOOGL SEES [----] CAPEX OF $175B TO $185B VS THE ESTIMATED $119.5B SCARY NUMBER" [X Link](https://x.com/TheTechInvest/status/2019161067696656836) 2026-02-04T21:28Z 54.9K followers, 66.6K engagements "You cant make this up $MSFT announced it added nearly 1GW of its power capacity this quarter. $IREN increased its power capacity by 50% in this quarter jumping from 2.9GW to 4.5GW. Yet the multi-GW pipeline has not been disclosed" [X Link](https://x.com/TheTechInvest/status/2019934438113878314) 2026-02-07T00:41Z 54.9K followers, 74K engagements "Does $IREN have to announce a deal every quarter The fact that $IREN is expected to sign a deal with a hyperscaler every quarter or its just a sell is bullish for the best AI INFRA company in the sector. In Q1 $IREN signed a unique deal with $MSFT that we cant compare it with any other company in the sector. Per Dan in Q2 call $IREN has received several offers from hyperscalers (you can imagine $META or $GOOGL) and other enterprises. I dont think its wrong to be selective and take your time to choose the right partners that serve the companys long term growth journey. Signing deals for the" [X Link](https://x.com/TheTechInvest/status/2020128933383942161) 2026-02-07T13:34Z 54.9K followers, 43.3K engagements "$IREN UP +3% IN OVERNIGHT π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al" [X Link](https://x.com/TheTechInvest/status/2020677683546357764) 2026-02-09T01:54Z 54.9K followers, 66.7K engagements "$IREN Up 62% in [--] days π₯π₯π₯ Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Feb [--] Anthropic to build up to 10GW of AI compute capacity. Another OpenAI revolution on the way. Those who started earlier will definitely win. Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Feb [--] Anthropic to build up to 10GW of AI compute capacity. Another OpenAI revolution on the way. Those who started earlier will definitely win" [X Link](https://x.com/TheTechInvest/status/2020953193698697311) 2026-02-09T20:09Z 54.9K followers, 55.2K engagements "When asked on the call what keeps executives up at night $GOOGL CEO Sundar Pichai responded: "power land supply chain constraints." $GOOGL Q4 Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Q2 Feb 5" [X Link](https://x.com/TheTechInvest/status/2021161600657277080) 2026-02-10T09:57Z 54.9K followers, 98.8K engagements "π¨BREAKINGπ¨ BNP PARIBAS WOLVERINE ASSET MANAGEMENT AND LEGAL & GENERAL GROUP JUST BOUGHT 7.7M SHARES OF $IREN π₯π₯π₯" [X Link](https://x.com/TheTechInvest/status/2021260280894767236) 2026-02-10T16:29Z 54.9K followers, 154.5K engagements "Live and secured power not the pipeline is the DNA of valuation for AI INFRA and data center stocks. Undervalued numerically doesnt mean undervalued intrinsically. Thats why $IREN is the best neocloud for [----]. The other two data center stocks I like are $APLD and $HUT" [X Link](https://x.com/TheTechInvest/status/2021542734872645655) 2026-02-11T11:12Z 54.9K followers, 60.6K engagements "π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD Live and secured power not the pipeline is the DNA of valuation for AI INFRA and data center stocks. Undervalued numerically doesnt mean undervalued intrinsically. Thats why $IREN is the best neocloud for [----]. The other two data center stocks I like are $APLD and $HUT. Live and secured power not the pipeline is the DNA of valuation for AI INFRA and data center stocks. Undervalued numerically doesnt mean undervalued intrinsically. Thats why $IREN is the best neocloud for 2026." [X Link](https://x.com/TheTechInvest/status/2021582148780589357) 2026-02-11T13:48Z 54.9K followers, 389.5K engagements "π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion dollar hyperscaler saying they werent interested in Sweetwater and now they are." SW1 (1.4GW) to be energized in [----]. SW2 (600MW) to be energized in [----]. Childress or SW1 the deal is coming this year" [X Link](https://x.com/TheTechInvest/status/2021887236380205056) 2026-02-12T10:00Z 54.9K followers, 140.8K engagements "π¨ "We have strong customer demand and we have expanding capital options all moving together which puts us in a position to continue scaling $IREN into one of the world's largest Al cloud platforms." $IREN CEO Dan Roberts Q2 Call π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion dollar hyperscaler saying they werent interested in Sweetwater and now they are." SW1 (1.4GW) to be energized in [----]. SW2 (600MW) to be energized in [----]. Childress or SW1 the deal is coming this year. https://t.co/Q4lY8VK5r6 π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion" [X Link](https://x.com/TheTechInvest/status/2022005788445974971) 2026-02-12T17:52Z 54.9K followers, 22.6K engagements "Retail are not powerful enough to change the price action of $IREN or another stock. I welcome any sort of FUD against $IREN and feel pity for those who treat stocks like their wives. Never ever marry a stock. Nobody on FinX loved $HIMS like me but I decided to sell it in October. $IREN is a company that everyone has the right to criticize for whatever reason. Thats how we should enjoy this amazing journey https://twitter.com/i/web/status/2022097383564116171 https://twitter.com/i/web/status/2022097383564116171" [X Link](https://x.com/TheTechInvest/status/2022097383564116171) 2026-02-12T23:55Z 54.9K followers, [----] engagements "π¨ $IREN NEWS RELEASE ON ADDING IREN TO MSCI USA INDEX - $IREN today announced it will be added to the MSCI USA Index effective after close of trading on February [--] [----]. - MSCIUSA Index measures the performance of large and mid cap segments of the U.S. equity market and represents approximately 85% of the free float-adjusted market capitalization in the US. - This inclusion is expected to enhance IREN's visibility among institutional investors and index-tracking funds. - Daniel Roberts Co-Founder and Co-CEO of IREN commented: "Being added to the MSCI USA Index reflects the scale and" [X Link](https://x.com/TheTechInvest/status/2022100176769269832) 2026-02-13T00:07Z 54.9K followers, 55.1K engagements "Can $IREN hold above $43 today Without $MSFT deal growing the secured power capacity by 50% in ONE QUARTER and guiding for 140K GPUs in Q1 $IREN would have touched $10 because of $BTC price action. The market started to understand that $IREN to celebrate its independence this year. https://twitter.com/i/web/status/2022374297017229556 https://twitter.com/i/web/status/2022374297017229556" [X Link](https://x.com/TheTechInvest/status/2022374297017229556) 2026-02-13T18:16Z 54.9K followers, 27.1K engagements "π¨ WHY I THINK $IREN NOT $NBIS OR $CRWV IS THE BEST NEOCLOUD IN [----] 4.5GW secured power + Multi GW pipeline + 100% renewable energy + The most affordable power costs in the sector ($0.035 per kWh) + Highly trusted business that it secured $3.6B at an average interest rate of 3% (one of the lowest rates in the sector) What is $IREN moat Time to data center as a moat not high demand or power itself. requires having a vertically integrated AI INFRA that owns the land power data centers and the trained engineers to run these data centers. This moat doesnt come overnight and thus its hard to be" [X Link](https://x.com/TheTechInvest/status/2022394402346258847) 2026-02-13T19:36Z 54.9K followers, 28.3K engagements ""Power is not a constraint for us." $IREN CEO Dan Roberts Q2 Call π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically" [X Link](https://x.com/TheTechInvest/status/2020816941623984538) 2026-02-09T11:07Z 54.9K followers, 27K engagements "$IREN WENT FROM $29 TO $45 IN [--] DAYS Thats 55%π’ I AM OFFICIALLY ALL-IN ON $IREN I AM OFFICIALLY ALL-IN ON $IREN" [X Link](https://x.com/TheTechInvest/status/2020896449492345251) 2026-02-09T16:23Z 54.9K followers, 57.7K engagements "Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Feb [--] Anthropic to build up to 10GW of AI compute capacity. Another OpenAI revolution on the way. Those who started earlier will definitely win. π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity" [X Link](https://x.com/TheTechInvest/status/2020942717107437954) 2026-02-09T19:27Z 54.9K followers, 94.2K engagements "π¨ @TickerSymbolYOU Just dropped a video on $IREN Q2 and the companys AI Cloud business and how the market still look to the company as a $BTC miner when its AI Cloud grew by 540% YoY. WORTH WATCHING *Alex is a YouTuber with over 500K subs and investor with solid tech background. π¨BREAKINGπ¨ BNP PARIBAS WOLVERINE ASSET MANAGEMENT AND LEGAL & GENERAL GROUP JUST BOUGHT 7.7M SHARES OF $IREN π₯π₯π₯ π¨BREAKINGπ¨ BNP PARIBAS WOLVERINE ASSET MANAGEMENT AND LEGAL & GENERAL GROUP JUST BOUGHT 7.7M SHARES OF $IREN π₯π₯π₯" [X Link](https://x.com/TheTechInvest/status/2021333801260208572) 2026-02-10T21:21Z 54.9K followers, 86.7K engagements "π¨BREAKING: $META BEGINS CONSTRUCTION OF A DATA CENTER IN INDIANA FOR $10B TO BOOST ITS AI CAPABILITIES Bullish for $IREN $NBIS $APLD $WULF $HUT π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD" [X Link](https://x.com/TheTechInvest/status/2021671089261117916) 2026-02-11T19:42Z 54.9K followers, 70.3K engagements "π¨ BREAKING: PER GOLDMAN SACHS $433M IS THE ESTIMATED PASSIVE INFLOWS INTO $IREN POST MSCI INCLUSION Effective February [--] Credit: @bitcoinbutcher1 π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD" [X Link](https://x.com/TheTechInvest/status/2021721986628477371) 2026-02-11T23:04Z 54.9K followers, 106.7K engagements "Excerpted from Q1 Call FY2025 Just trying to connect the dots. Nobody knows if its Childress or SW but his answer is interesting. In the same call Dan said talking about SW: "We've also accelerated the timeline for upgrades and energization of the utility substation from October [----] to April 2026."" [X Link](https://x.com/TheTechInvest/status/2021898524535709724) 2026-02-12T10:45Z 54.9K followers, 11.1K engagements "π¨ [--]. CPI INFLATION AT [--] MONTH LOW [--]. FEDS GOVERNOR MIRAN IS UNCONCERNED ABOUT INFLATION These are the stocks I would buy from this list: $NOW $APP $HOOD $PLTR $AXON $HIMS (high risk high reward) $DUOL (high risk high reward) [----] Worst Performing Stocks $HIMS -40%π΄ $U -37%π΄ $DUOL -36%π΄ $INTU -33%π΄ $NOW -32%π΄ $COIN -32%π΄ $APP -31%π΄ $ASST -31%π΄ $HOOD -31%π΄ $PYPL -30%π΄ $CRM -30%π΄ $TTD -28%π΄ $PLTR -23%π΄ $AXON -23%π΄ $BMNR -20%π΄ $IONQ -20%π΄ $RGTI -20%π΄ $ORCL -19%π΄ $QCOM -18%π΄ $SOFI [----] Worst Performing Stocks $HIMS -40%π΄ $U -37%π΄ $DUOL -36%π΄ $INTU -33%π΄ $NOW -32%π΄ $COIN" [X Link](https://x.com/TheTechInvest/status/2022353370338533526) 2026-02-13T16:53Z 54.9K followers, [----] engagements "Yesterday Anthropic finalized $30B funding. Today its CEO Dario Amodei listed [--] forces that lie behind this revolutionary growth in a new podcast episode published today. The very first force he named that would be responsible for generating trillions of dollars in revenue before 2030" as he said was RAW COMPUTE. Anthropic or $OpenAI or Mag7 cannot scale without neoclouds and $BTC miners. Heres the most attractive stocks that I expect them to benefit from this compute revolution: $IREN (potential deal with Anthropic per @jiahanjimliu) $NBIS $WULF $BTDR (arguably the most overlooked stock in" [X Link](https://x.com/TheTechInvest/status/2022433624163819627) 2026-02-13T22:12Z 54.9K followers, [----] engagements "$OSCR negative sentiment on X is $HIMS sentiment at $15 and $PLTR at $20. $OSCR is $60+ as $HIMS is $100+. Buy broken stocks not broken companies - $OSCR Sharing the [--] key reasons why $OSCR is a buy at current prices and a long term hold: [--]. $OSCR recorded $9.2B revenue in [----] which is a 68% YoY growth. They had their first-ever full-year profit ($25.4M) and $275M Q1 [----] profit https://t.co/v5pppNIDcz Buy broken stocks not broken companies - $OSCR Sharing the [--] key reasons why $OSCR is a buy at current prices and a long term hold: [--]. $OSCR recorded $9.2B revenue in [----] which is a 68% YoY" [X Link](https://x.com/TheTechInvest/status/1940384804140458015) 2025-07-02T12:19Z 54.8K followers, 44.3K engagements "2025 Best Performing Stocks [--]. $OKLO 647%π’ [--]. $BMNR 539%π’ [--]. $NEGG 495%π’ [--]. $IREN 480%π’ [--]. $LEU 413%π’ [--]. $BE 377%π’ [--]. $WOLF 367%π’ [--]. $OPEN 350%π’ [--]. $APLD 338%π’ [--]. $NVTS 320%π’ [--]. $CIFR 288%π’ [--]. $ASTS 285%π’ [--]. $VSAT 274%π’ [--]. $NBIS 271%π’ [--]. $MNPR 260%π’ [--]. $HYFT 251%π’ [--]. $CRWV 242%π’ [--]. $HOOD 229%π’ [--]. $AEVA 228%π’ [--]. $KTOS 215%π’ [--]. $BITF 211%π’ [--]. $SANA 204%π’ [--]. $ONDS 189%π’ [--]. $SYM 177%π’ [--]. $QS 177%π’ [--]. $JMIA 175%π’ [--]. $EOSE 171%π’ [--]. $HOVR 166%π’ [--]. $RKLB 165%π’ [--]. $STX 161%π’" [X Link](https://x.com/TheTechInvest/status/1979896701058990268) 2025-10-19T13:05Z 54.8K followers, 180.5K engagements "In early [----] I went all in on $HIMS when it was at $24. In [--] weeks the stock touched $72. The return was 200%. Today Im betting so big on $IREN; the best AI infrastructure company for [----] because: [--]. Power is the number one contraint in the AI revolution and not a single hyperscaler can scale without securing enough power. [--]. The IEA projects that electricity deman from data centres worldwide is set to more than double by [----] to around [---] TWh. [--]. IREN secured 3GW. [--]. IREN plans to add up to 100K GPUs by [----]. [--]. IREN started in [----] not [----] or [----] like some of its competitors. 6." [X Link](https://x.com/TheTechInvest/status/1983551777153642572) 2025-10-29T15:09Z 54.8K followers, 594.8K engagements "2025 Best Performing Stocks [--]. $NEGG 969%π’ [--]. $NBTX 619%π’ [--]. $ABVE 546%π’ [--]. $OKLO 647%π’ [--]. $BMNR 465%π’ [--]. $BE 377%π’ [--]. $IREN 456%π’ [--]. $LEU 396%π’ [--]. $UAMY 366%π’ [--]. $OPEN 361%π’ [--]. $APLD 344%π’ [--]. $NBIS 328%π’ [--]. $VSAT 317%π’ [--]. $HYFT 315%π’ [--]. $CIFR 286%π’ [--]. $MNPR 285%π’ [--]. $QBTS 275%π’ [--]. $HOOD 272%π’ [--]. $NVTS 259%π’ [--]. $ASTS 254%π’ [--]. $KTOS 243%π’ [--]. $CRWV 234%π’ [--]. $AEVA 226%π’ [--]. $PL 223%π’ [--]. $SYM 212%π’ [--]. $SANA 196%π’ [--]. $STX 196%π’ [--]. $GH 192%π’ [--]. $EOSE 189%π’ [--]. $WULF 183%π’ https://twitter.com/i/web/status/1984601748103733507" [X Link](https://x.com/TheTechInvest/status/1984601748103733507) 2025-11-01T12:41Z 54.8K followers, 49.5K engagements "π¨ BREAKING: $IREN PT RAISED TO $105 FROM $50 AT COMPASS POINT π₯π₯π₯π₯π₯" [X Link](https://x.com/TheTechInvest/status/1986790231480135777) 2025-11-07T13:37Z 54.8K followers, 161.1K engagements "π¨BREAKING: JP MORGAN INCREASES ITS $IREN STAKE BY 2646% OWNING [------] SHARES AS OF Q3 FILING" [X Link](https://x.com/TheTechInvest/status/1987146834456846362) 2025-11-08T13:14Z 54.8K followers, 571.3K engagements "π¨BREAKING π¨ WELLS FARGO INCREASES ITS $IREN STAKE BY 1153% MAKING IT ONE OF THE LARGEST SHAREHOLDERS WITH 7.8M SHARES" [X Link](https://x.com/TheTechInvest/status/1989142409696235780) 2025-11-14T01:24Z 54.8K followers, 350.5K engagements "THESE ARE THE KINGS OF THE NEOCLOUD SECTOR: $IREN $NBIS $CRWV" [X Link](https://x.com/TheTechInvest/status/2018416960141197533) 2026-02-02T20:11Z 54.8K followers, 17.9K engagements "Michael Burry after $PLTR insane quarter and guidance Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew" [X Link](https://x.com/TheTechInvest/status/2018439924362457541) 2026-02-02T21:42Z 54.8K followers, 38.1K engagements "I was not smart for selling $HIMS at $60 and $OSCR at $23. I was so lucky I bought them at $24 and $16 before selling them and going all in on $IREN. The market was at ATHs and the stocks were really doing well. I am shocked how the sentiment has turned negative in a dramatic way. If you are a long term investor I still think that these companies are good for the long run. Yet there are so many companies that are more attractive for the short and long term. I announced publicly that I went all in on $IREN in this post. http://x.com/thetechinvest/ Dan Ives Top [--] Stocks by YTD Performance 1." [X Link](https://x.com/TheTechInvest/status/2018764204728107094) 2026-02-03T19:11Z 54.8K followers, 40.2K engagements "π¨ BREAKING: $AMD CEO Lisa Sue Were entering a multi-year demand supercycle for HPC and AI computing. Bullish for $IREN $NBIS $APLD and $CIFR etc. https://twitter.com/i/web/status/2018814475659551181 https://twitter.com/i/web/status/2018814475659551181" [X Link](https://x.com/TheTechInvest/status/2018814475659551181) 2026-02-03T22:30Z 54.8K followers, 100K engagements "Who bought these gems today $META $667π΄ $MSFT $409π΄ $NVDA $171π΄ $AVGO $295π΄ $ORCL $144π΄ $MU $363π΄ $PLTR $135π΄ $NOW $105π΄ $HOOD $77π΄ $NBIS $78π΄ $IREN $43π΄ $EOSE $11π΄ $APLD $29π΄" [X Link](https://x.com/TheTechInvest/status/2019150525409751083) 2026-02-04T20:46Z 54.8K followers, 63.8K engagements "π¨BREAKING: $IREN ANNOUNCES NEW . OKLAHOMA DATA CENTER CAMPUS LIFTING POWER CAPACITY ABOVE . π€―π€―π€―π€―π€―" [X Link](https://x.com/TheTechInvest/status/2019518909398061373) 2026-02-05T21:10Z 54.8K followers, 271.2K engagements "π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December [----] compared to $1B in September [----]. [--]. With more than 4.5GW of power only 10% is required to support the 3.4B in ARR. [--]. The revenue miss has nothing to do with the major revenue segment which is AI Cloud Bullish like never before and still ALL-IN π¨BREAKING: $IREN ANNOUNCES NEW . OKLAHOMA DATA CENTER CAMPUS LIFTING POWER" [X Link](https://x.com/TheTechInvest/status/2019548312353849594) 2026-02-05T23:06Z 54.8K followers, 234.3K engagements "π¨ BREAKING: BERNSTEIN REITERATES ITS $IREN PT OF $125 π₯π₯π₯ π¨ BREAKING: CITIZENS MAINTAINS $IREN PT OF $80 π¨ BREAKING: CITIZENS MAINTAINS $IREN PT OF $80" [X Link](https://x.com/TheTechInvest/status/2019739596490211534) 2026-02-06T11:46Z 54.8K followers, 55.8K engagements "Disclosing that $IREN has received a multi billion offer from an enterprise that requires it to use its own software is the most bizarre answer for a CEO unless Dan knows what the hell hes talking about it. Its a weakness revealed or a new strength added to the business model. Dan looked confident when he interrupted the CCO during the call. We can confirm that $IREN decided to join the software race. What a quarter π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city" [X Link](https://x.com/TheTechInvest/status/2020651961817694212) 2026-02-09T00:12Z 54.8K followers, 99K engagements "RT @TheTechInvest: These dips will be remembered as we remember April [----] $NOW -47%π΄ $NVDA -17%π΄ $AVGO -24%π΄ $META -17%π΄ $MSFT -26%π΄ $ORC" [X Link](https://x.com/anyuser/status/2021663323021009025) 2026-02-11T19:11Z 54.8K followers, [---] engagements "$META is expected to spend nearly $135B this year out of $605B hyperscalers are projected to spend this year. Most of this CapEx is going into AI infrastructure including data centers. $META cant scale by itself and thats why it signed deals with $NBIS and $CRWV. $IREN will definitely get part of this CapEx. https://twitter.com/i/web/status/2021679813975777613 https://twitter.com/i/web/status/2021679813975777613" [X Link](https://x.com/TheTechInvest/status/2021679813975777613) 2026-02-11T20:16Z 54.8K followers, [----] engagements "@TheMarketJarl What makes it different" [X Link](https://x.com/TheTechInvest/status/2022097701463372171) 2026-02-12T23:57Z 54.8K followers, [---] engagements "I AM OFFICIALLY ALL-IN ON $IREN I have just initiated a position in $IREN. Long I have just initiated a position in $IREN. Long" [X Link](https://x.com/TheTechInvest/status/1975402785882447912) 2025-10-07T03:28Z 54.8K followers, 534.7K engagements "π¨BREAKING: $IREN PT RAISED TO $125 AT BERNSTEIN π₯π₯π₯π₯π₯" [X Link](https://x.com/TheTechInvest/status/1985666634170638716) 2025-11-04T11:13Z 54.9K followers, 180.6K engagements "π¨ [----] Best Performing Stocks [--]. $NBTX 705% [--]. $NEG 540% [--]. $PL 388% [--]. $HYFT 342% [--]. $VSAT 304% [--]. $BE 291% [--]. $IREN 284% [--]. $ONDS 281% [--]. $LEU 264% [--]. $OPEN 264% [--]. $BMNR 248% [--]. $ASTS 244% [--]. $MU 239% [--]. $OKLO 238% [--]. $GH 234% [--]. $JMIA 226% [--]. $MP 223% [--]. $APLD 220% [--]. $STX 219% [--]. $ELVA 218% [--]. $CIFR 218% [--]. $QBTS 211% [--]. $HOOD 203% [--]. $NBIS 202% [--]. $ABVE 201% [--]. $MNPR 196% [--]. $WDC 188% [--]. $KTOS 187% [--]. $UAMY 183% [--]. $AEVA 179% [--]. $BBIO 178% [--]. $CIEN 175% [--]. $RKLB 173% [--]. $LTBR 167% [--]. $ACMR 161% [--]. $SYM 150% [--]. $SANA 149% [--]. $HMY 142% [--]. $LRCX 136% 40." [X Link](https://x.com/TheTechInvest/status/2006776994394984493) 2026-01-01T17:18Z 54.9K followers, 18.2K engagements "The best companies in the fastest growing sectors: AI INFRA Memory Energy $IREN AI INFRA & AI Data Center $NBIS AI INFRA & AI Data Center $CRWV AI INFRA & AI Data Center $APLD AI Data Center $MU Memory & Storage $SNDK Memory & Storage $EOSE Energy $BE Energy $TE Energy https://twitter.com/i/web/status/2019068554839027975 https://twitter.com/i/web/status/2019068554839027975" [X Link](https://x.com/TheTechInvest/status/2019068554839027975) 2026-02-04T15:20Z 54.9K followers, 22.4K engagements "π¨BREAKING: $IREN $70 PT MAINTAINED AT CANACCORD When asked on the call what keeps executives up at night $GOOGL CEO Sundar Pichai responded: "power land supply chain constraints." $GOOGL Q4 Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Q2 Feb [--] When asked on the call what keeps executives up at night $GOOGL CEO Sundar Pichai responded: "power land supply chain constraints." $GOOGL Q4 Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Q2 Feb 5" [X Link](https://x.com/TheTechInvest/status/2021226724298489911) 2026-02-10T14:16Z 54.9K followers, 43.3K engagements "@TheMarketJarl I like $APLD and I think you will make tons of money:)" [X Link](https://x.com/TheTechInvest/status/2022095717712703958) 2026-02-12T23:49Z 54.9K followers, [---] engagements "These dips will be remembered as we remember April [----] $NOW -47%π΄ $NVDA -17%π΄ $AVGO -24%π΄ $META -17%π΄ $MSFT -26%π΄ $ORCL -58%π΄ $HOOD -50%π΄ $PLTR -34%π΄ $SHOP -37%π΄ $PANW -26%π΄ $ARM -22%π΄ $AXON -52%π΄ $CRDO -55%π΄ $IREN -46%π΄ $NBIS -44%π΄ $CRWV -57%π΄ $APLD -39%π΄ $EOSE -31%π΄ I believe these [--] stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $359 -22%π΄ 2- $NVDA $92 -39%π΄ 3- $AMZN $170 -29%π΄ 4- $GOOGL $144 -30%π΄ 5- $META $500 -32%π΄ 6- $AVGO $144 -42%π΄ 7- $TSLA $235 -51%π΄ 8- $TSM $144 -35%π΄ 9- $PLTR $72 I believe these [--] stocks will" [X Link](https://x.com/TheTechInvest/status/2019415714063384587) 2026-02-05T14:19Z 54.9K followers, 1.1M engagements "π¨ $NVDA TO LEASE DATA CENTER FUNDED BY $3.8B OF JUNK BONDS INSANE DEMAND π₯π₯π₯ π¨ BREAKING: ANTHROPIC FINALIZES $30B FUNDING AT $380B VALUE https://t.co/G5otekyqPz π¨ BREAKING: ANTHROPIC FINALIZES $30B FUNDING AT $380B VALUE https://t.co/G5otekyqPz" [X Link](https://x.com/TheTechInvest/status/2022086091680223347) 2026-02-12T23:11Z 54.9K followers, 44K engagements "2026 Worst Performing Stocks $HIMS -40%π΄ $U -37%π΄ $DUOL -36%π΄ $INTU -33%π΄ $NOW -32%π΄ $COIN -32%π΄ $APP -31%π΄ $ASST -31%π΄ $HOOD -31%π΄ $PYPL -30%π΄ $CRM -30%π΄ $TTD -28%π΄ $PLTR -23%π΄ $AXON -23%π΄ $BMNR -20%π΄ $IONQ -20%π΄ $RGTI -20%π΄ $ORCL -19%π΄ $QCOM -18%π΄ $SOFI -18%π΄ https://twitter.com/i/web/status/2022258651679907944 https://twitter.com/i/web/status/2022258651679907944" [X Link](https://x.com/TheTechInvest/status/2022258651679907944) 2026-02-13T10:36Z 54.9K followers, 86.2K engagements "2026 Best Performing Stocks: [--]. $IBRX 200%π’ [--]. $SNDK 163%π’ [--]. $ICHR 153%π’ [--]. $VAL 90%π’ [--]. $POWL 83%π’ [--]. $SATL 67%π’ [--]. $NUAI 67%π’ [--]. $ACMR 64%π’ [--]. $WDC 63%π’ [--]. $USAR 62%π’ [--]. $TER 62%π’ [--]. $MOD 62%π’ [--]. $BE 60%π’ [--]. $SKYT 60%π’ [--]. $SLAB 58%π’ [--]. $ENTG 56%π’ [--]. $STX 54%π’ [--]. $UAMY 51%π’ [--]. $RGC 48%π’ [--]. $VIAV 47%π’ [--]. $VRT 44%π’ [--]. $MU 44%π’ [--]. $APLD 43%π’ [--]. $RCAT 43%π’ [--]. $ARHR 42%π’ [--]. $FTAI 42%π’ [--]. $MTSI 42%π’ [--]. $WULF 41%π’ [--]. $VSAT 41%π’ [--]. $DOCN 41%π’ [----] Worst Performing Stocks $HIMS -40%π΄ $U -37%π΄ $DUOL -36%π΄ $INTU -33%π΄ $NOW -32%π΄ $COIN -32%π΄ $APP" [X Link](https://x.com/TheTechInvest/status/2022460848640336222) 2026-02-14T00:00Z 54.9K followers, 20.9K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TheTechInvest The Tech InvestorThe Tech Investor, likely referring to IREN, is rapidly expanding its AI infrastructure. The company has secured a major $9.7 billion AI cloud contract with Microsoft and is increasing its GPU fleet to [-------] by [----]. IREN's growth and partnerships have led to significant attention and investment from major firms and analysts.
Social category influence finance #1072 stocks #705 technology brands #5480 cryptocurrencies #341 automotive brands 3.54% countries 2.65% exchanges #118 financial services 1.77% travel destinations 0.88%
Social topic influence $iren #4, stocks #139, ai 21.24%, $nbis #22, $apld #2, $crwv #2, $hims #8, $asts #7, ceo #814, $googl #1944
Top accounts mentioned or mentioned by @grok @themarketjarl @marketinvestorx @jiahanjimliu @hatedmoats @anacintra24 @spoonkidnapper @william_r2rclub @chrisking189362 @jespabe @aisavvycapital @mudirshin @mlsaini0110 @sindhureddy @techequityeng @danroberts0101 @vickicpapartner @yoki_sgn @gvdinvestor @harveypc_
Top assets mentioned Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Applied Digital Corp. (APLD) CoreWeave, Inc (CRWV) Hims & Hers Health, Inc. (HIMS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) Micron Technology, Inc. (MU) Bloom Energy Corporation (BE) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Metadium (META) Robinhood Markets, Inc. (HOOD) Cipher Mining Inc. Common Stock (CIFR) Amazon.com, Inc. (AMZN) Now Coin (NOW) Bitcoin (BTC) Sandisk Corporation (SNDK) Axon Enterprise, Inc. (AXON) Oscar Health, Inc. (OSCR) Eos Energy Enterprises, Inc. (EOSE) Duolingo, Inc. (DUOL) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Oklo Inc. (OKLO) BITMINE IMMERSION TECH (BMNR) TeraWulf Inc. (WULF) Galaxy Digital Inc. (GLXY) Revolution Medicines, Inc. (RVMD) Western Digital Corp (WDC) AppLovin Corporation (APP) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Kratos Defense & Security Solutions, Inc. (KTOS) Navitas Semiconductor Corporation Common Stock (NVTS) SideShift (XAI) Hut [--] Mining Corp. (HUT) ImmunityBio, Inc. Common Stock (IBRX) USA Rare Earth, Inc. Class A Common Stock (USAR) SkyWater Technology, Inc. (SKYT) Intuit Inc. (INTU) Salesforce Inc (CRM) Rigetti Computing, Inc. Common Stock (RGTI) Trade Desk, Inc. (TTD) RAI Finance (SOFI) Tesla, Inc. (TSLA) Casey's General Stores, Inc. (CASY) Coherent Inc (COHR) Curtiss-Wright Corp. (CW) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Lumentum Holdings Inc. Common Stock (LITE) Riot Platforms, Inc. (RIOT) Bitfarms Ltd. (BITF) ACM Research, Inc. Class A Common Stock (ACMR) Planet Labs PBC (PL) MP Materials Corp. (MP) Critical Metals Corp. Ordinary Shares (CRML) Energy Fuels Inc. (UUUU) Redwire Corporation (RDW) Uranium Energy Corp. (UEC) D-Wave Quantum Inc. (QBTS) Crowdstrike Holdings Inc (CRWD)
Top posts by engagements in the last [--] hours
"$HIMS & $OSCR Shareholders"
X Link 2025-09-18T17:56Z 54.6K followers, 80.5K engagements
"Potential 10X watchlist for the coming pullback: [--]. $IREN Data center $BTC mining [--]. $HIMS Revolutionizing healthcare [--]. $OSCR Redefining health insurance [--]. $NBIS AI infrastructure [--]. $EOSE Energy [--]. $PLTR Software [--]. $TMDX Organ transplant revolution [--]. $SOUN AI based voice solutions for businesses [--]. $DUOL AI based education [--]. $ASTS Space-based connectivity"
X Link 2025-10-08T11:03Z 54.6K followers, 301.1K engagements
"Per Futurum Equities $IREN PEG (Price / Earnings to Growth Ratio) is [---] which means that $IREN is still one of the most attractive tech stocks. The company is expected to grow by 354% in Q1 [----] and 100% to 150% in the FY2026. $IREN can cross $120 and still be undervalued based on absolute valuation metrics. https://twitter.com/i/web/status/1977664375956615673 https://twitter.com/i/web/status/1977664375956615673"
X Link 2025-10-13T09:15Z 54.6K followers, 312.7K engagements
"π¨BREAKING: $IREN PT RAISED TO $100 AT CANTOR FITZGERALD CITES AI CLOUD GROWTH POTENTIAL π₯π₯π₯π₯π₯"
X Link 2025-10-14T11:12Z 54.6K followers, 127.8K engagements
"Name a company that is expected to grow its revenue by over +100% EPS by +200% and operating cash flow by +500% ($1.6B) in [----]. Yet this company is still trading at 28X PE ratio"
X Link 2025-11-18T20:46Z 54.7K followers, 195.8K engagements
"π¨ $IREN CEO @danroberts0101 needs to visit Texas of the region; one of the richest sources of renewable energy. π¨BREAKING: U.S. APPROVES DEAL TO SELL AI CHIPS TO MIDDLE EAST "The Commerce Department approved the sale of up to [-----] advanced artificial-intelligence chips to two companies based in the United Arab Emirates and Saudi Arabia a big win for the Middle East nations as they π¨BREAKING: U.S. APPROVES DEAL TO SELL AI CHIPS TO MIDDLE EAST "The Commerce Department approved the sale of up to [-----] advanced artificial-intelligence chips to two companies based in the United Arab Emirates"
X Link 2025-11-19T23:40Z 54.6K followers, 26.4K engagements
"@VickiCPAPartner $APLD looks promising too. This chart might help you understand its power potential. [--]. $IREN [--]. $RIOT [--]. $APLD [--]. $BITF [--]. $CORZ [--]. $MARA [--]. $WULF [--]. $CIFR [--]. $CLSK [--]. $GLXY"
X Link 2025-11-30T18:48Z 54.6K followers, 24.1K engagements
"π¨BREAKING: Dan Ives on $IREN " $IREN is another core power play that we are bullish on." "We are now entering the energy piece of this AI revolution π¨ $IREN has been securing land and power since [----] through 100% renewable energy sources. Any new policies that would restrict data center infrastructure in the near future will be extremely bullish for this unique company. π¨ $IREN has been securing land and power since [----] through 100% renewable energy sources. Any new policies that would restrict data center infrastructure in the near future will be extremely bullish for this unique company"
X Link 2025-12-29T18:12Z 54.7K followers, 229.7K engagements
"2026 Day1 $ALAB +9%π’ $ACMR +8%π’ $ASML +8%π’ $MU +7%π’ $VRT +7%π’ $BE +7%π’ $WULF +6%π’ $RIOT +6%π’ $CRWV +6%π’ $NBIS +6%π’ $IREN +6%π’"
X Link 2026-01-02T15:04Z 54.6K followers, 47.3K engagements
"$IREN was selected by Dan Ives as one of [--] companies to power the 4th Industrial Revolution. I bet Dan is bullish on the future of the multi GW pipeline more than the current 3GW capacity and the recent deal"
X Link 2026-01-14T13:31Z 54.7K followers, 298.4K engagements
"π¨ $IREN JOINS X TOP [--] MOST SEARCHED STOCKS LIST +42% YTD and the best is yet to come π₯π₯ Top cashtags searched on X recently https://t.co/TMyWfN1R02 Top cashtags searched on X recently https://t.co/TMyWfN1R02"
X Link 2026-01-15T17:42Z 54.6K followers, 59.2K engagements
"π¨ [--] DAYS INTO [----] AND $IREN IS ONE OF THE BEST-PERFORMING STOCKS IN THE MARKET. What a horrible start for the bears π¨ $IREN BREAKS $55 https://t.co/mg2q2wPLaK π¨ $IREN BREAKS $55 https://t.co/mg2q2wPLaK"
X Link 2026-01-16T16:34Z 54.7K followers, 43K engagements
"2026 Best Performing Stocks [--]. $SNDK +74%π’ [--]. $BE +72%π’ [--]. $KTOS +72%π’ [--]. $ASTS +59%π’ [--]. $IREN +53%π’ [--]. $GLXY +53%π’ [--]. $APLD +52%π’ [--]. $EOSE +52%π’ [--]. $NVTS +52%π’ [--]. $PL +43%π’ [--]. $RKLB +38%π’ [--]. $MP +32%π’ [--]. $CRWV +32%π’ [--]. $NBIS +29%π’ [--]. $ASML +24%π’ [--]. $LRCX +27%π’ [--]. $AMAT +24%π’ [--]. $INTC +24%π’ [--]. $KLAC +29%π’ https://twitter.com/i/web/status/2012469736940990837 https://twitter.com/i/web/status/2012469736940990837"
X Link 2026-01-17T10:19Z 54.6K followers, 172.2K engagements
"2026 Best Performing Stocks by Market Cap [--]. $ASML +30%π’ [--]. $MU +39%π’ [--]. $INTC +47%π’ [--]. $WDC +41%π’ [--]. $SNDK +112%π’ [--]. $CCJ +33%π’ [--]. $ASTS +60%π’ [--]. $BE +67%π’ [--]. $KEP +36%π’ [--]. $UMC +38%π’ [--]. $RVMD +49%π’ [--]. $KTOS +49%π’ [--]. $KAP +35%π’ [--]. $HL +63%π’ [--]. $IREN +50%π’ [--]. $FIGR +53%π’ [--]. $GLXY +42%π’ [--]. $MP +37%π’ [--]. $RGC +49%π’ [--]. $TTMI +37%π’ [--]. $APLD +53%π’ [--]. $PL +36%π’ [--]. $UEC +59%π’ [--]. $VICR +39%π’ [--]. $CAMT +35%π’ [--]. $IBRX +225%π’ [--]. $LMND +31%π’ [--]. $ORLA +37%π’ [--]. $SMR +39%π’ [--]. $EOSE +49%π’ https://twitter.com/i/web/status/2015006678865883582"
X Link 2026-01-24T10:20Z 54.6K followers, 84.2K engagements
"Jensen Huang of $NVDA enjoying biking and eating strawberries in Shanghai and youre bearish on AI"
X Link 2026-01-25T10:56Z 54.6K followers, 48.5K engagements
"π¨ BREAKING: $NVDA INVESTS $2B IN $CRWV IN AI-FACTORY COLLABORATION Bullish for $IREN $NBIS $GLXY $APLD and $CIFR etc"
X Link 2026-01-26T13:57Z 54.7K followers, 67.2K engagements
"$IREN is expected to announce multiple deals building new DCs and disclosing its current pipeline. Thats the reason Im all in on $IREN in [----]. $IREN Up 51% this January. π’ [--]. $NBIS announced in its latest quarter that it contracted its entire power capacity missing analysts expectations. [--]. $CRWV admitted that it suffered some third parties issues which made it cut its guidance. [--]. Morgan Stanley warns of US power shortage for data centers. [--]. [--]. $NBIS announced in its latest quarter that it contracted its entire power capacity missing analysts expectations. [--]. $CRWV admitted that it"
X Link 2026-01-27T16:34Z 54.5K followers, 141.2K engagements
"π¨ This is INSANE π¨ Both $IREN & $AMZN to announce their quarterly earnings on February [--] at [--] PM ET If its $AMZN @UncleAlpha007 is the winner π₯ $AMZN or $xAI In [----] neoclouds looked the same for both retail and institutional investors alike. In [----] both are smart enough to know the leaders of the sector. $IREN has the potential to operate up to 1.46M GPUs with its current 3GW secured power and the [--] to [--] GW $AMZN or $xAI In [----] neoclouds looked the same for both retail and institutional investors alike. In [----] both are smart enough to know the leaders of the sector. $IREN has the"
X Link 2026-01-27T17:01Z 54.7K followers, 71.9K engagements
"The best performing stocks YTD $APLD +71%π’ $IREN +60%π’ $CRWV +58%π’ $GLXY +49%π’ $RIOT +39%π’ $CORZ +38%π’ $HUT +37%π’ $WULF +33%π’ $CLSK +32%π’ $BTDR +29%π’ $CIFR +27%π’ $NBIS +19%π’ @VickiCPAPartner $APLD looks promising too. This chart might help you understand its power potential. [--]. $IREN [--]. $RIOT [--]. $APLD [--]. $BITF [--]. $CORZ [--]. $MARA [--]. $WULF [--]. $CIFR [--]. $CLSK [--]. $GLXY https://t.co/tSmRv7TF0H @VickiCPAPartner $APLD looks promising too. This chart might help you understand its power potential. [--]. $IREN [--]. $RIOT [--]. $APLD [--]. $BITF [--]. $CORZ [--]. $MARA [--]. $WULF [--]. $CIFR [--]. $CLSK [--]. $GLXY"
X Link 2026-01-28T12:49Z 54.7K followers, 19.3K engagements
"π¨ THE WORST BOTTOM SELLER IN WALL STREET IS JIM CRAMER $IREN Up +62% YTD and on its way to double or triple in 2026"
X Link 2026-01-28T15:14Z 54.7K followers, 34.4K engagements
"$IREN SURPASSED $APLD AND BECAME THE BEST PERFORMING STOCK IN THE SECTOR. $IREN +64%π’ $APLD +63%π’ $CRWV +47%π’"
X Link 2026-01-28T16:34Z 54.5K followers, 22.8K engagements
"π¨ $IREN BREAKS $63 AS ONE OF THE BEST-PERFORMING STOCKS IN THE MARKET WITH 67% YTD PERFORMANCE Almost doubled since December [--] π₯π₯π₯"
X Link 2026-01-28T19:50Z 54.7K followers, 61.3K engagements
"$META & $MSFT raising their CapEx by $15B and $20B above expectations is another new force for the expected bull market in [----]. Insane to say the least Bullish for $IREN as a cornerstone in the physical infrastructure of AI π¨ $IREN BREAKS $63 AS ONE OF THE BEST-PERFORMING STOCKS IN THE MARKET WITH 67% YTD PERFORMANCE Almost doubled since December [--] π₯π₯π₯ https://t.co/413TJdnd0s π¨ $IREN BREAKS $63 AS ONE OF THE BEST-PERFORMING STOCKS IN THE MARKET WITH 67% YTD PERFORMANCE Almost doubled since December [--] π₯π₯π₯ https://t.co/413TJdnd0s"
X Link 2026-01-28T22:20Z 54.7K followers, 32.1K engagements
"You are not bullish enough on $IREN $IREN Price: December [--] 2022: $1.06 January [--] 2026: $62 Thats 62x in almost [--] years. Thats history Yet $IREN ARR target for 2026: $3.4B Thats for the 16% of the entire power portfolio. Do the math for the 84% plus the multiple GW pipeline. https://twitter.com/i/web/status/2016861030677151917 https://twitter.com/i/web/status/2016861030677151917"
X Link 2026-01-29T13:08Z 54.7K followers, 316.1K engagements
"π¨ BREAKING: CONGRESSMAN DALE STRONG JUST ADDED $IREN TO HIS PORTFOLIO You are not bullish enough on $IREN $IREN Price: December [--] 2022: $1.06 January [--] 2026: $62 Thats 62x in almost [--] years. Thats history Yet $IREN ARR target for 2026: $3.4B Thats for the 16% of the entire power portfolio. Do the math for the 84% plus the multiple You are not bullish enough on $IREN $IREN Price: December [--] 2022: $1.06 January [--] 2026: $62 Thats 62x in almost [--] years. Thats history Yet $IREN ARR target for 2026: $3.4B Thats for the 16% of the entire power portfolio. Do the math for the 84% plus the multiple"
X Link 2026-01-29T16:05Z 54.6K followers, 281.7K engagements
"January Best Performing Stocks $IBRX +215%π’ $SNDK +145%π’ $SATL +145%π’ $NUAI +134%π’ $CRML +89%π’ $USAR +88%π’ $SKYT +74%π’ $BE +74%π’ $RCAT +70%π’ $ICHR +64%π’ $UUUU +54%π’ $RDW +54%π’ $ASTS +53%π’ $UEC +47%π’ $UAMY +46%π’ $MU +45%π’ $WDC +45%π’ $IREN +43%π’ $APLD +38%π’ $CRWV +30%π’ https://twitter.com/i/web/status/2017578624342266050 https://twitter.com/i/web/status/2017578624342266050"
X Link 2026-01-31T12:40Z 54.7K followers, 218.6K engagements
"Is it the $75K touch and go before $IREN Q2 next Thursday or the $60K Nobody knows for sure. All I know is that I have the courage to go all in when I see a great opportunity or what Mark Twain said: "Put all your eggs in the one basket and - WATCH THAT BASKET." January Best Performing Stocks $IBRX +215%π’ $SNDK +145%π’ $SATL +145%π’ $NUAI +134%π’ $CRML +89%π’ $USAR +88%π’ $SKYT +74%π’ $BE +74%π’ $RCAT +70%π’ $ICHR +64%π’ $UUUU +54%π’ $RDW +54%π’ $ASTS +53%π’ $UEC +47%π’ $UAMY +46%π’ $MU +45%π’ $WDC +45%π’ $IREN +43%π’ $APLD +38%π’ January Best Performing Stocks $IBRX +215%π’ $SNDK +145%π’"
X Link 2026-02-01T01:13Z 54.7K followers, 123.5K engagements
""If everything is going down where is the money actually going" Head of Product at @X Nikita Bier: Datacenters raw materials and land"
X Link 2026-02-01T12:14Z 54.6K followers, 13.6K engagements
"January Worst Performing Stocks $APP -29%π΄ $TEAM -27%π΄ $RIVN -25%π΄ $INTU -24%π΄ $NOW -23%π΄ $DUOL -23%π΄ $TTD -20%π΄ $CRM -19%π΄ $QBTS -18%π΄ $RBLX -18%π΄ $SHOP -18%π΄ $WDAY -18%π΄ $RGTI -17%π΄ $HIMS -16%π΄ $ADBE -16%π΄ $ORCL -15%π΄ $AXON -14%π΄ $UNH -13%π΄ $SOFI -12%π΄ $HOOD -12%π΄ January Best Performing Stocks $IBRX +215%π’ $SNDK +145%π’ $SATL +145%π’ $NUAI +134%π’ $CRML +89%π’ $USAR +88%π’ $SKYT +74%π’ $BE +74%π’ $RCAT +70%π’ $ICHR +64%π’ $UUUU +54%π’ $RDW +54%π’ $ASTS +53%π’ $UEC +47%π’ $UAMY +46%π’ $MU +45%π’ $WDC +45%π’ $IREN +43%π’ $APLD +38%π’ January Best Performing Stocks $IBRX"
X Link 2026-02-01T19:49Z 54.8K followers, 41.3K engagements
"$IREN PTs early 2025: $20 Late 2025: $100+ I expect institutional investors to upgrade their $IREN PTs for the next [--] months to $100 $150 and $200 [----] is a turning point for AI INFRA companies. π¨ BREAKING π¨ $IREN PT RAISED TO $142 AT CANTOR FITZGERALD π₯π₯π₯π₯π₯ π¨ BREAKING π¨ $IREN PT RAISED TO $142 AT CANTOR FITZGERALD π₯π₯π₯π₯π₯"
X Link 2026-02-02T15:03Z 54.6K followers, 113K engagements
"$IREN next deal potential candidates: [--]. $AMZN [--]. $GOOGL [--]. $xAI [--]. Anthropic I am not an early investor but I see that Dan is more into surprising the market given his background in finance and marketing. [--] days left. $IREN PTs early 2025: $20 Late 2025: $100+ I expect institutional investors to upgrade their $IREN PTs for the next [--] months to $100 $150 and $200 [----] is a turning point for AI INFRA companies. $IREN PTs early 2025: $20 Late 2025: $100+ I expect institutional investors to upgrade their $IREN PTs for the next [--] months to $100 $150 and $200 [----] is a turning point for AI INFRA"
X Link 2026-02-02T16:52Z 54.7K followers, 45.6K engagements
"@mikealfred Lets hope I dont get blocked for saying this. Mike was told or decided to be careful when talking about $IREN before Q2 given hes a board member. I am expecting a huge surprise because of his recent silence. This silence is not bad at all"
X Link 2026-02-03T03:00Z 54.6K followers, 10.1K engagements
"Whos the customer who needs $IREN 2GW of Sweetwater [--] & [--] COMBINED To whom is $IREN CCO Kent Draper referring when he said in Q1 call: "There are a number of customers out there who are looking particularly for scale in terms of their deployments. And obviously being able to offer [--] gigawatts that can operate as an individual campus even though the physical sites are separated is something that we think has value and that's why we have pursued that direct fiber connection." https://twitter.com/i/web/status/2018645315666968713 https://twitter.com/i/web/status/2018645315666968713"
X Link 2026-02-03T11:18Z 54.7K followers, 38.7K engagements
"π¨ BREAKING: CONGRESSMAN CLEO FIELDS JUST BOUGHT $100K OF $IREN π₯π₯π₯π₯π₯ π¨ BREAKING: CONGRESSMAN DALE STRONG JUST ADDED $IREN TO HIS PORTFOLIO https://t.co/YyWxtZJMkB π¨ BREAKING: CONGRESSMAN DALE STRONG JUST ADDED $IREN TO HIS PORTFOLIO https://t.co/YyWxtZJMkB"
X Link 2026-02-04T16:24Z 54.6K followers, 73.9K engagements
"π¨ TWO CONGRESSMEN BOUGHT $IREN RIGHT BEFORE Q2: CLEO FIELDS & DALE STRONG"
X Link 2026-02-04T16:34Z 54.7K followers, 17.9K engagements
"π¨ BREAKING: $GOOGL CLOUD GREW BY +48% YoY π€―π€― Bullish for $IREN $NBIS $CRWV $APLD * @danroberts0101 you know what you have to do. π¨ BREAKING: $GOOGL SEES [----] CAPEX OF $175B TO $185B VS THE ESTIMATED $119.5B SCARY NUMBER π¨ BREAKING: $GOOGL SEES [----] CAPEX OF $175B TO $185B VS THE ESTIMATED $119.5B SCARY NUMBER"
X Link 2026-02-04T21:48Z 54.7K followers, 32.3K engagements
"@Hank_BTC_1 $GOOGL can eat up every single KW offered by $IREN or $CIFR"
X Link 2026-02-04T23:13Z 54.7K followers, [----] engagements
"I sold my $HIMS position in late [----]. I buy stocks intending to hold them for one year or more. Selling $HIMS or $OSCR wasnt pre-planned. When I saw a better opportunity which is $IREN here I decided to go all in. So far I am in the red like $HIMS when it crashed in February [----] from $72 to the low $20s then rebounded several times from the bottom. I share my buys and sells here as a sign of appreciation and respect to my friends here not as financial advice. Investing is a personal behavior. What how and when belong to a very personal and individual experience. I apologize to everyone"
X Link 2026-02-05T00:34Z 54.6K followers, [----] engagements
"Overestimating the deal point in isolation of the collective market pullback and $BTC price action (touching $69K as of now) doesnt seem to be an accurate reading of $IREN drop. The market wouldnt like delaying the deal but I dont think that would be the only reason for $IREN to touch the $30s once again. https://twitter.com/i/web/status/2019376022819340638 https://twitter.com/i/web/status/2019376022819340638"
X Link 2026-02-05T11:42Z 54.6K followers, 13.6K engagements
"A bit of April uncertainty is the reason for this collective pullback. The $30s or holding above the $40s level depends on $BTC and this negative sentiment regarding the role of AI software pullback Iran potential strike etc. $GOOGL delivered a historic quarter with the most phenomenal CapEx number we have ever seen in history yet the company is down by 3% in pre market. This sentiment has nothing to do with $IREN or $GOOGL etc. https://twitter.com/i/web/status/2019388380186890714 https://twitter.com/i/web/status/2019388380186890714"
X Link 2026-02-05T12:31Z 54.7K followers, [---] engagements
"π¨ BREAKING: CITIZENS MAINTAINS $IREN PT OF $80 π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December [----] π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December 2025"
X Link 2026-02-06T10:09Z 54.7K followers, 109.5K engagements
"π¨ BREAKING: Bernstein describes $IREN as "the largest vertically integrated Al Data center platform." π₯π₯π₯ https://twitter.com/i/web/status/2019744970421281025 https://twitter.com/i/web/status/2019744970421281025"
X Link 2026-02-06T12:08Z 54.7K followers, 78.1K engagements
"π¨BREAKING: COMPASS POINT MAINTAINS $IREN PT OF $105 π₯π₯π₯ π¨ BREAKING: Bernstein describes $IREN as "the largest vertically integrated Al Data center platform." π₯π₯π₯ π¨ BREAKING: Bernstein describes $IREN as "the largest vertically integrated Al Data center platform." π₯π₯π₯"
X Link 2026-02-06T12:55Z 54.7K followers, 30.5K engagements
"π¨BREAKING: $IREN PT RAISED TO $83 AT B. RILEY π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December [----] π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December 2025"
X Link 2026-02-06T13:20Z 54.7K followers, 41.8K engagements
"A neocloud contracted every single KW in its power portfolio. $IREN said no to trillion dollar companies when it has enough capacity to power Lose Angeles. I know who has the negotiations power"
X Link 2026-02-07T17:13Z 54.8K followers, 42.9K engagements
"In 2018: $IREN was built by Dan and his brother Will on a very simple thesispower is the bottleneck of the future. They started with $BTC. In [----] they became the "the largest vertically integrated Al Data center platform" per Bernstein or what $IREN described for the very first time in Q2 as "Scaling into a global AI Cloud leader." $IREN moat has shifted from time to power to time to DCs. $IREN has the strongest moat in the neoclouds sector and time will show how playing the long term game always wins. The gap is huge between $IREN and its peers and [----] is the turning point."
X Link 2026-02-07T23:17Z 54.7K followers, 28K engagements
"@moninvestor Bullish for the only company that power for it is not a constraint"
X Link 2026-02-09T22:56Z 54.8K followers, [----] engagements
"The $NBIS double miss confirmed one fact: we are biased by nature. We are here to belong to something. This fact has nothing to do with red or green. π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion dollar hyperscaler saying they werent interested in Sweetwater and now they are." SW1 (1.4GW) to be energized in [----]. SW2 (600MW) to be energized in [----]. Childress or SW1 the deal is coming this year. https://t.co/Q4lY8VK5r6 π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion dollar hyperscaler saying they werent interested in Sweetwater and now they"
X Link 2026-02-12T16:27Z 54.8K followers, 12.1K engagements
"$HIMS CEO needs to be taught how to talk to the public let alone how to lead. "The team has a stomach of steel. Whether the stock's $70 or $2.87." This is the worst quote I have ever read for a CEO who leads a listed company that faces serious leadership challenges. I was wrong for backing him and I am happy I sold $HIMS at the top. https://twitter.com/i/web/status/2020362838749929856 https://twitter.com/i/web/status/2020362838749929856"
X Link 2026-02-08T05:03Z 54.9K followers, 163.8K engagements
"π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al Data center platform for the very first time. [--]. Most of the institutional analysts maintained or raised their price targets including two PTs of $105 and $125. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN secured $3.6B (95% of the costs of the $MSFT deal GPUs) at an average interest rate of around 3%. (One of the lowest rates in"
X Link 2026-02-08T21:32Z 54.9K followers, 216.9K engagements
"π¨ If youre starting from scratch youre looking at only being able to get power online [--] to [--] years from now. $IREN CCO from his interview with the IBD As of today $IREN power capacity is 4.5GW excluding the multi-GW pipeline Power grid delays are said to be challenging Amazons $AMZN data center expansion in Europe with company executives saying that grid connection timelines which could span [--] years are one of the biggest factors in its data center investment plans. $MSFT $GOOG $NVDA Power grid delays are said to be challenging Amazons $AMZN data center expansion in Europe with company"
X Link 2026-02-09T23:57Z 54.9K followers, 40.6K engagements
"$WULF CFO: "If you think you're getting power (from ERCOT in Texas) in [----] or [----]. you better have some politically connected people in your corner or you're not getting power""
X Link 2026-02-10T01:31Z 54.9K followers, [----] engagements
"π¨ BREAKING: ANTHROPIC FINALIZES $30B FUNDING AT $380B VALUE"
X Link 2026-02-12T19:13Z 54.9K followers, 106.1K engagements
"I believe these [--] stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $359 -22%π΄ 2- $NVDA $92 -39%π΄ 3- $AMZN $170 -29%π΄ 4- $GOOGL $144 -30%π΄ 5- $META $500 -32%π΄ 6- $AVGO $144 -42%π΄ 7- $TSLA $235 -51%π΄ 8- $TSM $144 -35%π΄ 9- $PLTR $72 -42%π΄ 10- $NOW $707 -40%π΄ 11- $AMD $84 -54%π΄ 12- $CRWD $318 -30%π΄ 13- $ANET $63 -52%π΄ 14- $APP $215 -58%π΄ 15- $AXON $496 -30%π΄ 16- $DDOG $87 -49%π΄ 17- $TTD $45 -67%π΄ 18- $MPWR $477 -50%π΄ 19- $DUOL $290 -34%π΄ 20- $HIMS $25 -65%π΄"
X Link 2025-04-05T09:11Z 54.9K followers, 2.3M engagements
"POTENTIAL 10X IN [--] YEARS 1- $OSCR 2- $HIMS 3- $NBIS 4- $DUOL 5- $SOUN 6- $EOSE 7- $IREN 8- $ASTS 9- $OKLO 10- $ONDS 11- $ACMR 12- $ADUR 13- $ACHR 14- $TEM 15- $TMDX 17- $RKLB 18- $ABCL 19- $JOBY 20- $NVTS"
X Link 2025-08-23T16:29Z 54.9K followers, 712.1K engagements
"π¨ All you need to know about $IREN short term catalysts: [--]. Sweetwater [--] (1.4GW) is expected to be energized in almost [--] months. (Insane deals are expected with $xAI or $GOOGL etc. [--]. SW2 (600MW) is expected to be energized next year. [--]. SW [--] and [--] combined with their 2GW power capacity makes $IREN one of a few companies that have +2GW data centers in one place. [--] .Theres a high probability that the company may announce building new DCs. [--] .More clarity on the companys multi GW pipeline. [--] .For the execution risk $IREN has never missed a single deadline since going public; not a single one."
X Link 2026-01-22T10:29Z 54.9K followers, 159.5K engagements
"$AMZN or $xAI In [----] neoclouds looked the same for both retail and institutional investors alike. In [----] both are smart enough to know the leaders of the sector. $IREN has the potential to operate up to 1.46M GPUs with its current 3GW secured power and the [--] to [--] GW pipeline. The current capacity is 875K GPUs. From 8.5K GPUs in mid [----] to 140K GPUs in less than [--] years is the most phenomenal growth I have ever seen for a small company. $iren will announce a deal with $AMZN Feb 5th when they report earnings. IREN CEO previously hinted at a deal with AWS. IREN moved up earnings to the same"
X Link 2026-01-27T13:58Z 54.9K followers, 93.7K engagements
"These are the most attractive stocks I know in the market: $IREN $55 $NBIS $87 $HIMS $27 $ONDS $10"
X Link 2026-01-30T17:29Z 54.9K followers, 133.4K engagements
"99% dont make it because they get scared when they shouldnt. That when is when billionaires jump in Losers & winners of April [----] are likely losers & winners of February [----]. Watch these wealth generation machines: $NVDA $GOOGL $MSFT $AMZN $TSLA $AVGO $TSM $AMD $PLTR $CRWD $MELI $AXON $NBIS $IREN https://twitter.com/i/web/status/2018156264631529822 https://twitter.com/i/web/status/2018156264631529822"
X Link 2026-02-02T02:55Z 54.9K followers, 45.9K engagements
"Dan Ives Top [--] Stocks by YTD Performance [--]. $MU +49%π’ [--]. $IREN +46%π’ [--]. $CRWV +25%π’ [--]. $GEV +20%π’ [--]. $AMD +14%π’ [--]. $BABA +12%π’ [--]. $TSM +11%π’ [--]. $BIDU +11%π’ [--]. $GOOGL +9%π’ [--]. $OKLO +9%π’ [--]. $INOD +8%π’ [--]. $NBIS +8%π’ [--]. $META +6%π’ [--]. $AMZN +3%π’ [--]. $AAPL -0.85%π΄ [--]. $IBM -1%π΄ [--]. $NVDA -3%π΄ [--]. $TSLA -5%π΄ [--]. $AVGO -7%π΄ [--]. $PANW -9%π΄ [--]. $CRWD -9%π΄ [--]. $PLTR -12%π΄ [--]. $MSFT -14%π΄ [--]. $ZS -15%π΄ [--]. $MDB -17%π΄ [--]. $ORCL -19%π΄ [--]. $SNOW -19%π΄ [--]. $RBLX -21%π΄ [--]. $SHOP -23%π΄ [--]. $PEGA -32%π΄ https://twitter.com/i/web/status/2018718585040871874"
X Link 2026-02-03T16:09Z 54.9K followers, 86.5K engagements
"π¨ BREAKING: $GOOGL SEES [----] CAPEX OF $175B TO $185B VS THE ESTIMATED $119.5B SCARY NUMBER"
X Link 2026-02-04T21:28Z 54.9K followers, 66.6K engagements
"You cant make this up $MSFT announced it added nearly 1GW of its power capacity this quarter. $IREN increased its power capacity by 50% in this quarter jumping from 2.9GW to 4.5GW. Yet the multi-GW pipeline has not been disclosed"
X Link 2026-02-07T00:41Z 54.9K followers, 74K engagements
"Does $IREN have to announce a deal every quarter The fact that $IREN is expected to sign a deal with a hyperscaler every quarter or its just a sell is bullish for the best AI INFRA company in the sector. In Q1 $IREN signed a unique deal with $MSFT that we cant compare it with any other company in the sector. Per Dan in Q2 call $IREN has received several offers from hyperscalers (you can imagine $META or $GOOGL) and other enterprises. I dont think its wrong to be selective and take your time to choose the right partners that serve the companys long term growth journey. Signing deals for the"
X Link 2026-02-07T13:34Z 54.9K followers, 43.3K engagements
"$IREN UP +3% IN OVERNIGHT π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al"
X Link 2026-02-09T01:54Z 54.9K followers, 66.7K engagements
"$IREN Up 62% in [--] days π₯π₯π₯ Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Feb [--] Anthropic to build up to 10GW of AI compute capacity. Another OpenAI revolution on the way. Those who started earlier will definitely win. Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Feb [--] Anthropic to build up to 10GW of AI compute capacity. Another OpenAI revolution on the way. Those who started earlier will definitely win"
X Link 2026-02-09T20:09Z 54.9K followers, 55.2K engagements
"When asked on the call what keeps executives up at night $GOOGL CEO Sundar Pichai responded: "power land supply chain constraints." $GOOGL Q4 Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Q2 Feb 5"
X Link 2026-02-10T09:57Z 54.9K followers, 98.8K engagements
"π¨BREAKINGπ¨ BNP PARIBAS WOLVERINE ASSET MANAGEMENT AND LEGAL & GENERAL GROUP JUST BOUGHT 7.7M SHARES OF $IREN π₯π₯π₯"
X Link 2026-02-10T16:29Z 54.9K followers, 154.5K engagements
"Live and secured power not the pipeline is the DNA of valuation for AI INFRA and data center stocks. Undervalued numerically doesnt mean undervalued intrinsically. Thats why $IREN is the best neocloud for [----]. The other two data center stocks I like are $APLD and $HUT"
X Link 2026-02-11T11:12Z 54.9K followers, 60.6K engagements
"π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD Live and secured power not the pipeline is the DNA of valuation for AI INFRA and data center stocks. Undervalued numerically doesnt mean undervalued intrinsically. Thats why $IREN is the best neocloud for [----]. The other two data center stocks I like are $APLD and $HUT. Live and secured power not the pipeline is the DNA of valuation for AI INFRA and data center stocks. Undervalued numerically doesnt mean undervalued intrinsically. Thats why $IREN is the best neocloud for 2026."
X Link 2026-02-11T13:48Z 54.9K followers, 389.5K engagements
"π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion dollar hyperscaler saying they werent interested in Sweetwater and now they are." SW1 (1.4GW) to be energized in [----]. SW2 (600MW) to be energized in [----]. Childress or SW1 the deal is coming this year"
X Link 2026-02-12T10:00Z 54.9K followers, 140.8K engagements
"π¨ "We have strong customer demand and we have expanding capital options all moving together which puts us in a position to continue scaling $IREN into one of the world's largest Al cloud platforms." $IREN CEO Dan Roberts Q2 Call π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion dollar hyperscaler saying they werent interested in Sweetwater and now they are." SW1 (1.4GW) to be energized in [----]. SW2 (600MW) to be energized in [----]. Childress or SW1 the deal is coming this year. https://t.co/Q4lY8VK5r6 π¨ $IREN CEO Dan Roberts: "2 hours ago we got an email from a trillion"
X Link 2026-02-12T17:52Z 54.9K followers, 22.6K engagements
"Retail are not powerful enough to change the price action of $IREN or another stock. I welcome any sort of FUD against $IREN and feel pity for those who treat stocks like their wives. Never ever marry a stock. Nobody on FinX loved $HIMS like me but I decided to sell it in October. $IREN is a company that everyone has the right to criticize for whatever reason. Thats how we should enjoy this amazing journey https://twitter.com/i/web/status/2022097383564116171 https://twitter.com/i/web/status/2022097383564116171"
X Link 2026-02-12T23:55Z 54.9K followers, [----] engagements
"π¨ $IREN NEWS RELEASE ON ADDING IREN TO MSCI USA INDEX - $IREN today announced it will be added to the MSCI USA Index effective after close of trading on February [--] [----]. - MSCIUSA Index measures the performance of large and mid cap segments of the U.S. equity market and represents approximately 85% of the free float-adjusted market capitalization in the US. - This inclusion is expected to enhance IREN's visibility among institutional investors and index-tracking funds. - Daniel Roberts Co-Founder and Co-CEO of IREN commented: "Being added to the MSCI USA Index reflects the scale and"
X Link 2026-02-13T00:07Z 54.9K followers, 55.1K engagements
"Can $IREN hold above $43 today Without $MSFT deal growing the secured power capacity by 50% in ONE QUARTER and guiding for 140K GPUs in Q1 $IREN would have touched $10 because of $BTC price action. The market started to understand that $IREN to celebrate its independence this year. https://twitter.com/i/web/status/2022374297017229556 https://twitter.com/i/web/status/2022374297017229556"
X Link 2026-02-13T18:16Z 54.9K followers, 27.1K engagements
"π¨ WHY I THINK $IREN NOT $NBIS OR $CRWV IS THE BEST NEOCLOUD IN [----] 4.5GW secured power + Multi GW pipeline + 100% renewable energy + The most affordable power costs in the sector ($0.035 per kWh) + Highly trusted business that it secured $3.6B at an average interest rate of 3% (one of the lowest rates in the sector) What is $IREN moat Time to data center as a moat not high demand or power itself. requires having a vertically integrated AI INFRA that owns the land power data centers and the trained engineers to run these data centers. This moat doesnt come overnight and thus its hard to be"
X Link 2026-02-13T19:36Z 54.9K followers, 28.3K engagements
""Power is not a constraint for us." $IREN CEO Dan Roberts Q2 Call π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically"
X Link 2026-02-09T11:07Z 54.9K followers, 27K engagements
"$IREN WENT FROM $29 TO $45 IN [--] DAYS Thats 55%π’ I AM OFFICIALLY ALL-IN ON $IREN I AM OFFICIALLY ALL-IN ON $IREN"
X Link 2026-02-09T16:23Z 54.9K followers, 57.7K engagements
"Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Feb [--] Anthropic to build up to 10GW of AI compute capacity. Another OpenAI revolution on the way. Those who started earlier will definitely win. π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity"
X Link 2026-02-09T19:27Z 54.9K followers, 94.2K engagements
"π¨ @TickerSymbolYOU Just dropped a video on $IREN Q2 and the companys AI Cloud business and how the market still look to the company as a $BTC miner when its AI Cloud grew by 540% YoY. WORTH WATCHING *Alex is a YouTuber with over 500K subs and investor with solid tech background. π¨BREAKINGπ¨ BNP PARIBAS WOLVERINE ASSET MANAGEMENT AND LEGAL & GENERAL GROUP JUST BOUGHT 7.7M SHARES OF $IREN π₯π₯π₯ π¨BREAKINGπ¨ BNP PARIBAS WOLVERINE ASSET MANAGEMENT AND LEGAL & GENERAL GROUP JUST BOUGHT 7.7M SHARES OF $IREN π₯π₯π₯"
X Link 2026-02-10T21:21Z 54.9K followers, 86.7K engagements
"π¨BREAKING: $META BEGINS CONSTRUCTION OF A DATA CENTER IN INDIANA FOR $10B TO BOOST ITS AI CAPABILITIES Bullish for $IREN $NBIS $APLD $WULF $HUT π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD"
X Link 2026-02-11T19:42Z 54.9K followers, 70.3K engagements
"π¨ BREAKING: PER GOLDMAN SACHS $433M IS THE ESTIMATED PASSIVE INFLOWS INTO $IREN POST MSCI INCLUSION Effective February [--] Credit: @bitcoinbutcher1 π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD π¨ $IREN ADDED TO THE MSCI INDEX The full list: [--]. $ASTS [--]. $CASY [--]. $COHR [--]. $CW [--]. $FTAI [--]. $IREN [--]. $LITE [--]. $RVMD"
X Link 2026-02-11T23:04Z 54.9K followers, 106.7K engagements
"Excerpted from Q1 Call FY2025 Just trying to connect the dots. Nobody knows if its Childress or SW but his answer is interesting. In the same call Dan said talking about SW: "We've also accelerated the timeline for upgrades and energization of the utility substation from October [----] to April 2026.""
X Link 2026-02-12T10:45Z 54.9K followers, 11.1K engagements
"π¨ [--]. CPI INFLATION AT [--] MONTH LOW [--]. FEDS GOVERNOR MIRAN IS UNCONCERNED ABOUT INFLATION These are the stocks I would buy from this list: $NOW $APP $HOOD $PLTR $AXON $HIMS (high risk high reward) $DUOL (high risk high reward) [----] Worst Performing Stocks $HIMS -40%π΄ $U -37%π΄ $DUOL -36%π΄ $INTU -33%π΄ $NOW -32%π΄ $COIN -32%π΄ $APP -31%π΄ $ASST -31%π΄ $HOOD -31%π΄ $PYPL -30%π΄ $CRM -30%π΄ $TTD -28%π΄ $PLTR -23%π΄ $AXON -23%π΄ $BMNR -20%π΄ $IONQ -20%π΄ $RGTI -20%π΄ $ORCL -19%π΄ $QCOM -18%π΄ $SOFI [----] Worst Performing Stocks $HIMS -40%π΄ $U -37%π΄ $DUOL -36%π΄ $INTU -33%π΄ $NOW -32%π΄ $COIN"
X Link 2026-02-13T16:53Z 54.9K followers, [----] engagements
"Yesterday Anthropic finalized $30B funding. Today its CEO Dario Amodei listed [--] forces that lie behind this revolutionary growth in a new podcast episode published today. The very first force he named that would be responsible for generating trillions of dollars in revenue before 2030" as he said was RAW COMPUTE. Anthropic or $OpenAI or Mag7 cannot scale without neoclouds and $BTC miners. Heres the most attractive stocks that I expect them to benefit from this compute revolution: $IREN (potential deal with Anthropic per @jiahanjimliu) $NBIS $WULF $BTDR (arguably the most overlooked stock in"
X Link 2026-02-13T22:12Z 54.9K followers, [----] engagements
"$OSCR negative sentiment on X is $HIMS sentiment at $15 and $PLTR at $20. $OSCR is $60+ as $HIMS is $100+. Buy broken stocks not broken companies - $OSCR Sharing the [--] key reasons why $OSCR is a buy at current prices and a long term hold: [--]. $OSCR recorded $9.2B revenue in [----] which is a 68% YoY growth. They had their first-ever full-year profit ($25.4M) and $275M Q1 [----] profit https://t.co/v5pppNIDcz Buy broken stocks not broken companies - $OSCR Sharing the [--] key reasons why $OSCR is a buy at current prices and a long term hold: [--]. $OSCR recorded $9.2B revenue in [----] which is a 68% YoY"
X Link 2025-07-02T12:19Z 54.8K followers, 44.3K engagements
"2025 Best Performing Stocks [--]. $OKLO 647%π’ [--]. $BMNR 539%π’ [--]. $NEGG 495%π’ [--]. $IREN 480%π’ [--]. $LEU 413%π’ [--]. $BE 377%π’ [--]. $WOLF 367%π’ [--]. $OPEN 350%π’ [--]. $APLD 338%π’ [--]. $NVTS 320%π’ [--]. $CIFR 288%π’ [--]. $ASTS 285%π’ [--]. $VSAT 274%π’ [--]. $NBIS 271%π’ [--]. $MNPR 260%π’ [--]. $HYFT 251%π’ [--]. $CRWV 242%π’ [--]. $HOOD 229%π’ [--]. $AEVA 228%π’ [--]. $KTOS 215%π’ [--]. $BITF 211%π’ [--]. $SANA 204%π’ [--]. $ONDS 189%π’ [--]. $SYM 177%π’ [--]. $QS 177%π’ [--]. $JMIA 175%π’ [--]. $EOSE 171%π’ [--]. $HOVR 166%π’ [--]. $RKLB 165%π’ [--]. $STX 161%π’"
X Link 2025-10-19T13:05Z 54.8K followers, 180.5K engagements
"In early [----] I went all in on $HIMS when it was at $24. In [--] weeks the stock touched $72. The return was 200%. Today Im betting so big on $IREN; the best AI infrastructure company for [----] because: [--]. Power is the number one contraint in the AI revolution and not a single hyperscaler can scale without securing enough power. [--]. The IEA projects that electricity deman from data centres worldwide is set to more than double by [----] to around [---] TWh. [--]. IREN secured 3GW. [--]. IREN plans to add up to 100K GPUs by [----]. [--]. IREN started in [----] not [----] or [----] like some of its competitors. 6."
X Link 2025-10-29T15:09Z 54.8K followers, 594.8K engagements
"2025 Best Performing Stocks [--]. $NEGG 969%π’ [--]. $NBTX 619%π’ [--]. $ABVE 546%π’ [--]. $OKLO 647%π’ [--]. $BMNR 465%π’ [--]. $BE 377%π’ [--]. $IREN 456%π’ [--]. $LEU 396%π’ [--]. $UAMY 366%π’ [--]. $OPEN 361%π’ [--]. $APLD 344%π’ [--]. $NBIS 328%π’ [--]. $VSAT 317%π’ [--]. $HYFT 315%π’ [--]. $CIFR 286%π’ [--]. $MNPR 285%π’ [--]. $QBTS 275%π’ [--]. $HOOD 272%π’ [--]. $NVTS 259%π’ [--]. $ASTS 254%π’ [--]. $KTOS 243%π’ [--]. $CRWV 234%π’ [--]. $AEVA 226%π’ [--]. $PL 223%π’ [--]. $SYM 212%π’ [--]. $SANA 196%π’ [--]. $STX 196%π’ [--]. $GH 192%π’ [--]. $EOSE 189%π’ [--]. $WULF 183%π’ https://twitter.com/i/web/status/1984601748103733507"
X Link 2025-11-01T12:41Z 54.8K followers, 49.5K engagements
"π¨ BREAKING: $IREN PT RAISED TO $105 FROM $50 AT COMPASS POINT π₯π₯π₯π₯π₯"
X Link 2025-11-07T13:37Z 54.8K followers, 161.1K engagements
"π¨BREAKING: JP MORGAN INCREASES ITS $IREN STAKE BY 2646% OWNING [------] SHARES AS OF Q3 FILING"
X Link 2025-11-08T13:14Z 54.8K followers, 571.3K engagements
"π¨BREAKING π¨ WELLS FARGO INCREASES ITS $IREN STAKE BY 1153% MAKING IT ONE OF THE LARGEST SHAREHOLDERS WITH 7.8M SHARES"
X Link 2025-11-14T01:24Z 54.8K followers, 350.5K engagements
"THESE ARE THE KINGS OF THE NEOCLOUD SECTOR: $IREN $NBIS $CRWV"
X Link 2026-02-02T20:11Z 54.8K followers, 17.9K engagements
"Michael Burry after $PLTR insane quarter and guidance Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew"
X Link 2026-02-02T21:42Z 54.8K followers, 38.1K engagements
"I was not smart for selling $HIMS at $60 and $OSCR at $23. I was so lucky I bought them at $24 and $16 before selling them and going all in on $IREN. The market was at ATHs and the stocks were really doing well. I am shocked how the sentiment has turned negative in a dramatic way. If you are a long term investor I still think that these companies are good for the long run. Yet there are so many companies that are more attractive for the short and long term. I announced publicly that I went all in on $IREN in this post. http://x.com/thetechinvest/ Dan Ives Top [--] Stocks by YTD Performance 1."
X Link 2026-02-03T19:11Z 54.8K followers, 40.2K engagements
"π¨ BREAKING: $AMD CEO Lisa Sue Were entering a multi-year demand supercycle for HPC and AI computing. Bullish for $IREN $NBIS $APLD and $CIFR etc. https://twitter.com/i/web/status/2018814475659551181 https://twitter.com/i/web/status/2018814475659551181"
X Link 2026-02-03T22:30Z 54.8K followers, 100K engagements
"Who bought these gems today $META $667π΄ $MSFT $409π΄ $NVDA $171π΄ $AVGO $295π΄ $ORCL $144π΄ $MU $363π΄ $PLTR $135π΄ $NOW $105π΄ $HOOD $77π΄ $NBIS $78π΄ $IREN $43π΄ $EOSE $11π΄ $APLD $29π΄"
X Link 2026-02-04T20:46Z 54.8K followers, 63.8K engagements
"π¨BREAKING: $IREN ANNOUNCES NEW . OKLAHOMA DATA CENTER CAMPUS LIFTING POWER CAPACITY ABOVE . π€―π€―π€―π€―π€―"
X Link 2026-02-05T21:10Z 54.8K followers, 271.2K engagements
"π¨ $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December [----] compared to $1B in September [----]. [--]. With more than 4.5GW of power only 10% is required to support the 3.4B in ARR. [--]. The revenue miss has nothing to do with the major revenue segment which is AI Cloud Bullish like never before and still ALL-IN π¨BREAKING: $IREN ANNOUNCES NEW . OKLAHOMA DATA CENTER CAMPUS LIFTING POWER"
X Link 2026-02-05T23:06Z 54.8K followers, 234.3K engagements
"π¨ BREAKING: BERNSTEIN REITERATES ITS $IREN PT OF $125 π₯π₯π₯ π¨ BREAKING: CITIZENS MAINTAINS $IREN PT OF $80 π¨ BREAKING: CITIZENS MAINTAINS $IREN PT OF $80"
X Link 2026-02-06T11:46Z 54.8K followers, 55.8K engagements
"Disclosing that $IREN has received a multi billion offer from an enterprise that requires it to use its own software is the most bizarre answer for a CEO unless Dan knows what the hell hes talking about it. Its a weakness revealed or a new strength added to the business model. Dan looked confident when he interrupted the CCO during the call. We can confirm that $IREN decided to join the software race. What a quarter π¨ $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city"
X Link 2026-02-09T00:12Z 54.8K followers, 99K engagements
"RT @TheTechInvest: These dips will be remembered as we remember April [----] $NOW -47%π΄ $NVDA -17%π΄ $AVGO -24%π΄ $META -17%π΄ $MSFT -26%π΄ $ORC"
X Link 2026-02-11T19:11Z 54.8K followers, [---] engagements
"$META is expected to spend nearly $135B this year out of $605B hyperscalers are projected to spend this year. Most of this CapEx is going into AI infrastructure including data centers. $META cant scale by itself and thats why it signed deals with $NBIS and $CRWV. $IREN will definitely get part of this CapEx. https://twitter.com/i/web/status/2021679813975777613 https://twitter.com/i/web/status/2021679813975777613"
X Link 2026-02-11T20:16Z 54.8K followers, [----] engagements
"@TheMarketJarl What makes it different"
X Link 2026-02-12T23:57Z 54.8K followers, [---] engagements
"I AM OFFICIALLY ALL-IN ON $IREN I have just initiated a position in $IREN. Long I have just initiated a position in $IREN. Long"
X Link 2025-10-07T03:28Z 54.8K followers, 534.7K engagements
"π¨BREAKING: $IREN PT RAISED TO $125 AT BERNSTEIN π₯π₯π₯π₯π₯"
X Link 2025-11-04T11:13Z 54.9K followers, 180.6K engagements
"π¨ [----] Best Performing Stocks [--]. $NBTX 705% [--]. $NEG 540% [--]. $PL 388% [--]. $HYFT 342% [--]. $VSAT 304% [--]. $BE 291% [--]. $IREN 284% [--]. $ONDS 281% [--]. $LEU 264% [--]. $OPEN 264% [--]. $BMNR 248% [--]. $ASTS 244% [--]. $MU 239% [--]. $OKLO 238% [--]. $GH 234% [--]. $JMIA 226% [--]. $MP 223% [--]. $APLD 220% [--]. $STX 219% [--]. $ELVA 218% [--]. $CIFR 218% [--]. $QBTS 211% [--]. $HOOD 203% [--]. $NBIS 202% [--]. $ABVE 201% [--]. $MNPR 196% [--]. $WDC 188% [--]. $KTOS 187% [--]. $UAMY 183% [--]. $AEVA 179% [--]. $BBIO 178% [--]. $CIEN 175% [--]. $RKLB 173% [--]. $LTBR 167% [--]. $ACMR 161% [--]. $SYM 150% [--]. $SANA 149% [--]. $HMY 142% [--]. $LRCX 136% 40."
X Link 2026-01-01T17:18Z 54.9K followers, 18.2K engagements
"The best companies in the fastest growing sectors: AI INFRA Memory Energy $IREN AI INFRA & AI Data Center $NBIS AI INFRA & AI Data Center $CRWV AI INFRA & AI Data Center $APLD AI Data Center $MU Memory & Storage $SNDK Memory & Storage $EOSE Energy $BE Energy $TE Energy https://twitter.com/i/web/status/2019068554839027975 https://twitter.com/i/web/status/2019068554839027975"
X Link 2026-02-04T15:20Z 54.9K followers, 22.4K engagements
"π¨BREAKING: $IREN $70 PT MAINTAINED AT CANACCORD When asked on the call what keeps executives up at night $GOOGL CEO Sundar Pichai responded: "power land supply chain constraints." $GOOGL Q4 Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Q2 Feb [--] When asked on the call what keeps executives up at night $GOOGL CEO Sundar Pichai responded: "power land supply chain constraints." $GOOGL Q4 Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Q2 Feb 5"
X Link 2026-02-10T14:16Z 54.9K followers, 43.3K engagements
"@TheMarketJarl I like $APLD and I think you will make tons of money:)"
X Link 2026-02-12T23:49Z 54.9K followers, [---] engagements
"These dips will be remembered as we remember April [----] $NOW -47%π΄ $NVDA -17%π΄ $AVGO -24%π΄ $META -17%π΄ $MSFT -26%π΄ $ORCL -58%π΄ $HOOD -50%π΄ $PLTR -34%π΄ $SHOP -37%π΄ $PANW -26%π΄ $ARM -22%π΄ $AXON -52%π΄ $CRDO -55%π΄ $IREN -46%π΄ $NBIS -44%π΄ $CRWV -57%π΄ $APLD -39%π΄ $EOSE -31%π΄ I believe these [--] stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $359 -22%π΄ 2- $NVDA $92 -39%π΄ 3- $AMZN $170 -29%π΄ 4- $GOOGL $144 -30%π΄ 5- $META $500 -32%π΄ 6- $AVGO $144 -42%π΄ 7- $TSLA $235 -51%π΄ 8- $TSM $144 -35%π΄ 9- $PLTR $72 I believe these [--] stocks will"
X Link 2026-02-05T14:19Z 54.9K followers, 1.1M engagements
"π¨ $NVDA TO LEASE DATA CENTER FUNDED BY $3.8B OF JUNK BONDS INSANE DEMAND π₯π₯π₯ π¨ BREAKING: ANTHROPIC FINALIZES $30B FUNDING AT $380B VALUE https://t.co/G5otekyqPz π¨ BREAKING: ANTHROPIC FINALIZES $30B FUNDING AT $380B VALUE https://t.co/G5otekyqPz"
X Link 2026-02-12T23:11Z 54.9K followers, 44K engagements
"2026 Worst Performing Stocks $HIMS -40%π΄ $U -37%π΄ $DUOL -36%π΄ $INTU -33%π΄ $NOW -32%π΄ $COIN -32%π΄ $APP -31%π΄ $ASST -31%π΄ $HOOD -31%π΄ $PYPL -30%π΄ $CRM -30%π΄ $TTD -28%π΄ $PLTR -23%π΄ $AXON -23%π΄ $BMNR -20%π΄ $IONQ -20%π΄ $RGTI -20%π΄ $ORCL -19%π΄ $QCOM -18%π΄ $SOFI -18%π΄ https://twitter.com/i/web/status/2022258651679907944 https://twitter.com/i/web/status/2022258651679907944"
X Link 2026-02-13T10:36Z 54.9K followers, 86.2K engagements
"2026 Best Performing Stocks: [--]. $IBRX 200%π’ [--]. $SNDK 163%π’ [--]. $ICHR 153%π’ [--]. $VAL 90%π’ [--]. $POWL 83%π’ [--]. $SATL 67%π’ [--]. $NUAI 67%π’ [--]. $ACMR 64%π’ [--]. $WDC 63%π’ [--]. $USAR 62%π’ [--]. $TER 62%π’ [--]. $MOD 62%π’ [--]. $BE 60%π’ [--]. $SKYT 60%π’ [--]. $SLAB 58%π’ [--]. $ENTG 56%π’ [--]. $STX 54%π’ [--]. $UAMY 51%π’ [--]. $RGC 48%π’ [--]. $VIAV 47%π’ [--]. $VRT 44%π’ [--]. $MU 44%π’ [--]. $APLD 43%π’ [--]. $RCAT 43%π’ [--]. $ARHR 42%π’ [--]. $FTAI 42%π’ [--]. $MTSI 42%π’ [--]. $WULF 41%π’ [--]. $VSAT 41%π’ [--]. $DOCN 41%π’ [----] Worst Performing Stocks $HIMS -40%π΄ $U -37%π΄ $DUOL -36%π΄ $INTU -33%π΄ $NOW -32%π΄ $COIN -32%π΄ $APP"
X Link 2026-02-14T00:00Z 54.9K followers, 20.9K engagements
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/creator/twitter::TheTechInvest