# ![@ilzmcfly Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1754685696546136064.png) @ilzmcfly McFly

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

### Engagements: [-----] [#](/creator/twitter::1754685696546136064/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1754685696546136064/c:line/m:interactions.svg)

- [--] Week [-------] +29%
- [--] Month [---------] +119%
- [--] Months [---------] +4,850%
- [--] Year [---------] +435%

### Mentions: [--] [#](/creator/twitter::1754685696546136064/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1754685696546136064/c:line/m:posts_active.svg)

- [--] Week [---] -7.40%
- [--] Month [---] +68%
- [--] Months [-----] +2,922%
- [--] Year [-----] +42,267%

### Followers: [-----] [#](/creator/twitter::1754685696546136064/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1754685696546136064/c:line/m:followers.svg)

- [--] Week [-----] +9.30%
- [--] Month [-----] +35%
- [--] Months [-----] +357%

### CreatorRank: [-------] [#](/creator/twitter::1754685696546136064/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1754685696546136064/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  69.92% [finance](/list/finance)  20.33% [technology brands](/list/technology-brands)  18.7% [cryptocurrencies](/list/cryptocurrencies)  2.44% [financial services](/list/financial-services)  #1755 [countries](/list/countries)  1.63% [automotive brands](/list/automotive-brands)  0.81% [social networks](/list/social-networks)  0.81% [gaming](/list/gaming)  0.81%

**Social topic influence**
[$iren](/topic/$iren) #43, [$cifr](/topic/$cifr) #35, [ai](/topic/ai) 13.01%, [$nbis](/topic/$nbis) #74, [bullish](/topic/bullish) #2219, [ceo](/topic/ceo) #4028, [in the](/topic/in-the) 6.5%, [$wulf](/topic/$wulf) 6.5%, [anthropic](/topic/anthropic) #975, [cipher mining](/topic/cipher-mining) #35

**Top accounts mentioned or mentioned by**
[@frameworkwisely](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@danroberts0101](/creator/undefined) [@investortobacco](/creator/undefined) [@samsolid57](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@user889889](/creator/undefined) [@goingtobillions](/creator/undefined) [@babyfolio](/creator/undefined) [@dantheslsman](/creator/undefined) [@fransbakker9812](/creator/undefined) [@mbhogan](/creator/undefined) [@justcohl](/creator/undefined) [@joshfrazzini](/creator/undefined) [@grok](/creator/undefined) [@neuralcadence](/creator/undefined) [@mb_hogan](/creator/undefined) [@lazaruscapital](/creator/undefined) [@craignelson0](/creator/undefined) [@mcnalliem](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [TeraWulf Inc. (WULF)](/topic/$wulf) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/bitcoin) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Applied Digital Corp. (APLD)](/topic/$apld) [Bloom Energy Corporation (BE)](/topic/$be)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The difference here is that $NBIS has 170MW of Active Power and 2GW of contracted power (This is not defined of how much is colocation or ownership neither if its secured to actually energize). $IREN has 870MW of Active Power with 1400MW of Active power coming online in April. They also have an additional 2.2GW secured active power to come online in [----] and [----]. Big Difference here. $NBIS Guided. $IREN Secured. FinX cant wrap their head around that because they have a big bias"  
[X Link](https://x.com/ilzmcfly/status/2022096786014253350)  2026-02-12T23:53Z [----] followers, 28K engagements


"Cipher Mining $CIFR redeems all its outstanding warrants. 🔥 This means the company is forcing warrant holders to convert them into common stock (if it's profitable for them) or lose them. The action is seen as bullish because it: [--]. Removes Future Dilution: It cleans up the company's financial structure by eliminating the future threat of new shares being issued (dilution) which would normally pressure the stock price. [--]. Simplifies Capital Structure: It simplifies the balance sheet which is generally viewed positively by investors. [--]. The warrants the Cipher mining redeemed were originally"  
[X Link](https://x.com/ilzmcfly/status/1993681386285244874)  2025-11-26T14:00Z [----] followers, 76K engagements


"Cipher Mining : The Master Infrastructure Breakdown The Thesis: Cipher is pivoting from a pure Bitcoin miner to a dual-strategy developer of HPC (High-Performance Computing) & AI Data Centers. Their value lies in controlling massive blocks of power in a constrained US grid. (*FYI keep in mind that as per CEO said deals can be sign well in advance to their energization dates espcially for big sites who need [--] months + to build.) (*This breakdown does not include Stingray and Reveille which are closer in the queue.) [--]. The Asset Portfolio: "The [--] Ms" & Colchis"  
[X Link](https://x.com/ilzmcfly/status/1996760187676336597)  2025-12-05T01:55Z [----] followers, [----] engagements


"JPMorgan Chase increased its stake in $CIFR Cipher Mining by 996.9% in Q2 acquiring an additional [-------] shares to hold [-------] shares (about 0.57% of the company) worth roughly $10.6 million. Analysts have turned broadly bullishmultiple firms raised price targets and ratings (13 Buys [--] Hold [--] Sell) giving a consensus rating of "Moderate Buy" with a consensus price target of $24.73 Looks like Reginald & Jamie are prepping for a big [----] 🔥 🐂 https://twitter.com/i/web/status/1998416981528043833 https://twitter.com/i/web/status/1998416981528043833"  
[X Link](https://x.com/ilzmcfly/status/1998416981528043833)  2025-12-09T15:38Z [----] followers, 43.4K engagements


"On November 5th $CIFR Hit an all time-high of $25. Since then $CIFR has taken a big dip reaching all the way down to $13. Here is what has been announced since Nov 5th: - Nov [--] [----]. Cipher Mining Signs Additional [--] MW 10-Year AI Hosting Agreement with Fluidstack - Dec [--] [----]. Cipher Mining Announces Acquisition of [---] MW Site in Ohio - Nov [--] [----]. Cipher Mining Inc. Announces Proposed Offering of $333 Million of Additional Senior Secured Note - Jan [--] [----]. Cipher Welcomes Industry Veterans Lee Bratcher and Drew Armstrong $CIFR Now has a total 3.4GW In the pipeline for AI/HPC: - Stingray"  
[X Link](https://x.com/ilzmcfly/status/2009070830739763655)  2026-01-08T01:13Z [----] followers, 18.1K engagements


"Cipher Mining 28th Annual Needham Growth Conference: They are currently in active discussion for 370MW across Stingray Reveille and Ulysses. The pace of demand picked right back up after the holidays. We have multiple Hyperscalers interested in several of our sites. He mentioned nothing is finalized until a deal is struck so never hatch your eggs to early. They have spoken to everyone in the space from neo-clouds to hyperscalers to sovereigns and family offices and things like that that might be interested. The debt market views $CIFR as less risky Allot more to cover tonight in a full"  
[X Link](https://x.com/ilzmcfly/status/2011186538106011755)  2026-01-13T21:20Z [----] followers, 13.6K engagements


"Keep in mind $CIFR has 370MW in near near term for AI/HPC. They also have 270MW operating today for BTC Mining if they ever decide to convert that. Thats 640MW that can be leased in [----]. 1GW at Colchis is also possible 👀 Short Term PT $30 🐎"  
[X Link](https://x.com/ilzmcfly/status/2011495195041210639)  2026-01-14T17:46Z [----] followers, [----] engagements


"Full transparency I sold out of $CIFR this morning. As much as I love the company I decided short term there are better positions to be in. Since I bought it in early December It has been the top performing miners even outperforming $IREN. I believed at that time it was undervalued compare to its assets. As we know now $CIFR is monetizing 370MW across its portfolio and has 1GW with a AEP Interconnection with 1.5GW in the pipeline waiting on ERCOT next step approval. I still believe $CIFR has allot of upside and I will look to re-enter in the future but in the short to mid term I believe $IREN"  
[X Link](https://x.com/ilzmcfly/status/2014731479549354336)  2026-01-23T16:06Z [----] followers, 44.7K engagements


"People are complaining about $IREN not announcing a deal but they're missing the big picture: the longer the wait the higher the price per MW they'll eventually command. This results in a higher enterprise value for shareholders Thats [----] Energized Megawatts energized in [----] that has skyrocketed in value. The 2000MW's alone could be worth $20B to $30B in enterprise value once fully operational not including the additonal EV from GPU's for its cloud solutions which is worth $$Billions. Not to mention [--] year DC + GPU payoffs. After 2031-2033 any colocation + cloud revenue will be extremely"  
[X Link](https://x.com/ilzmcfly/status/2015167029129437394)  2026-01-24T20:57Z [----] followers, 20.2K engagements


"$IREN Nothing has happened yet. The ONLY Vertically Integrated player with the ability to provide 2GW of power this year. [----] will be the year for the taking 2GW of Renewable Grid-Energy New SPP site on the way 🤫 Multiple Hundred Thousand's of GPU's to be procured. Next week is earnings whether we get a deal announcement or not doesnt matter to me. I want something that will be cooked well. Paytience 🔥 $100B Mkt Cap Is on the table. PT $306 https://twitter.com/i/web/status/2016948765739950124 https://twitter.com/i/web/status/2016948765739950124"  
[X Link](https://x.com/ilzmcfly/status/2016948765739950124)  2026-01-29T18:57Z [----] followers, 17.1K engagements


"but somewhat "less" risky It's not as obvious of an investment like $IREN $CIFR Is a $NBIS Bull slowly admitting that having large access to power and talented AI DC Operators better than a software team. 🤔 My Point would be that you cant sell fish to a fisherman but you can sell a rod and a boat to a fisherman 😉 fisherman = Hyperscalers $NBIS deal with $MFST was solely for the purpose of the 300MW of power of at the NJ DC ($NBIS doesnt own). $NBIS knowns this which is why they are out acquiring power at MO and Alabama For the $META deal: "We could have sold more": Volozh stated that the"  
[X Link](https://x.com/ilzmcfly/status/2018011868070035842)  2026-02-01T17:21Z [----] followers, [----] engagements


"$IREN has scaled to $3.4B in ARR for [----] using 16% of their available owned capacity (Not Including rumours of their new Oklohoma site). $NBIS has scaled to $7B to $9B in ARR by [----] using 100% of their available leased capacity. Will the great flip happen in 2026"  
[X Link](https://x.com/ilzmcfly/status/2018084494134108619)  2026-02-01T22:10Z [----] followers, 53.2K engagements


"@Lazarus_Capital Yes exactly very similar to $CRWV but less debt heavy. This is why I bought it in the $30s and rode it until they sold out all capacity"  
[X Link](https://x.com/ilzmcfly/status/2018119876900945946)  2026-02-02T00:30Z [----] followers, [---] engagements


"$IREN GPU STATUS💥 Q1 [----] (Current) [-----] GPUs = $500M LESS than 2% of their overall footprint. Q4 [----] (Milestone) [------] GPUs (6.1x)= $3.4B (6.8x) 16% of their overall footprint. [----] (Goal) [------] GPUs (6.25x) = $21.25B (6.25x) 100% of their overall footprint. *Estimated could be more GPU's. [--] Year DC + GPU Payoffs. https://twitter.com/i/web/status/2018137341337170382 https://twitter.com/i/web/status/2018137341337170382"  
[X Link](https://x.com/ilzmcfly/status/2018137341337170382)  2026-02-02T01:40Z [----] followers, [----] engagements


"Besides $IREN Let's talk about protecting your money if using a Bank. What happens if there is a run on the banks Any cash kept in the bank is therefore on the banks balance sheet and is being lent out. Meaning your money is lent out. How to protect yourself if there is a run on the bank. There is really two ways. If you operating within a bank hold liquid assets which are legally held within a trust in the bank and protected. uninvested cash in your account can be lent out Or dont operate with a bank. Attached: US & CAD Protection Overview https://twitter.com/i/web/status/2018504073595531762"  
[X Link](https://x.com/ilzmcfly/status/2018504073595531762)  2026-02-03T01:57Z [----] followers, [----] engagements


"$CIFR Cipher Mining Inc. Announces Proposed Offering of $2.00 Billion of Senior Secured Notes - Debt Offering (Non Dilutive) - issued by Black Pearl Compute LLC - To Private Investors - Interest Rate not finalized Although these are issued by Black Pearl LLC which is for their Black Peal Site this may be intended for a new project indirectly. They already raised nearly enough cash to fund Black Pearl and Barber Lake. No this is not to balloon given the market conditions this will have the same interest rate. Interesting 👀 🐎"  
[X Link](https://x.com/ilzmcfly/status/2018696491745898594)  2026-02-03T14:42Z [----] followers, [----] engagements


"👀 @FransBakker9812 [--] customers 50MW and up the largest is over 1GW Previously largest was 130MW. Current mix: 9x 50-129MW 1x 130MW 1x 1GW+ Several parks in late-stage negotiations capacity unknown. I wonder for who $IREN $APLD $CIFR $WULF $BITF So $WULF will get some power that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too bad the PSO doesn't disclose their customer names Oh well Wen deal https://t.co/CYS4FXJCHZ So $WULF will get some power that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too"  
[X Link](https://x.com/ilzmcfly/status/2018702805553336648)  2026-02-03T15:07Z [----] followers, [----] engagements


"@Lazarus_Capital Your asking the wrong questions Lazarus. Why are they are going out and acquiring power How are they acquiring it Why arent others acquiring it too $GLXY got approved. $CIFR acquired [----] power and uncertain power for [----]. Its not that easy. Kudos to $WULF"  
[X Link](https://x.com/ilzmcfly/status/2018730680469926222)  2026-02-03T16:57Z [----] followers, [---] engagements


"$CIFR BULLISH 🔥 *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk"  
[X Link](https://x.com/ilzmcfly/status/2019047589417824610)  2026-02-04T13:57Z [----] followers, [----] engagements


"WOW $CIFR 🔥 $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq"  
[X Link](https://x.com/ilzmcfly/status/2019136483219877927)  2026-02-04T19:50Z [----] followers, [----] engagements


"$IREN $CIFR Bears are looking for signs of capitulation but holy sh*t no one is understanding what's about to come"  
[X Link](https://x.com/ilzmcfly/status/2019138063507628420)  2026-02-04T19:56Z [----] followers, [----] engagements


"Ouuu baby looks like the best DC Players are about to start getting some really juicy rates. This is about get real interesting. 👀 $CIFR $IREN $WULF"  
[X Link](https://x.com/ilzmcfly/status/2019139503550763143)  2026-02-04T20:02Z [----] followers, [----] engagements


"So the question is does $CIFR Balloon the previous loan or is this fresh new capital because something is coming up 👀"  
[X Link](https://x.com/ilzmcfly/status/2019145246584778922)  2026-02-04T20:25Z [----] followers, [----] engagements


"Is this a reference to the the bond offering today or did $CIFR just hit oil 🤔 https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M"  
[X Link](https://x.com/ilzmcfly/status/2019215544432619849)  2026-02-05T01:04Z [----] followers, 12.6K engagements


"@FransBakker9812 @litigious_dulce He means if stock goes down he will cry"  
[X Link](https://x.com/ilzmcfly/status/2019514845700464844)  2026-02-05T20:53Z [----] followers, [---] engagements


"Yeah anyways $BITF is more cooked than anyone"  
[X Link](https://x.com/ilzmcfly/status/2019522145655640407)  2026-02-05T21:22Z [----] followers, [---] engagements


"$IREN just secured $BITF and most other miners entire Pipeline in one site 🤯 And its energized sooner $IREN Power Portfolio is insane Now can they turn it into revenue that is the question in play. I will be listening to the call for signs of demand and weakness. Why was there no deal https://twitter.com/i/web/status/2019524397581889616 https://twitter.com/i/web/status/2019524397581889616"  
[X Link](https://x.com/ilzmcfly/status/2019524397581889616)  2026-02-05T21:31Z [----] followers, 17.1K engagements


"Wow $BE is just a beast of a energy stock. Q4 REV $777.7M vs $648.5M Q4 EPS $0.45 vs $0.31M"  
[X Link](https://x.com/ilzmcfly/status/2019527395049632244)  2026-02-05T21:43Z [----] followers, [---] engagements


"$IREN is in multiple advanced customer discussion Demand is stronger than ever Earnings Call"  
[X Link](https://x.com/ilzmcfly/status/2019536865976807487)  2026-02-05T22:21Z [----] followers, [----] engagements


"$IREN $28.33 HOLY FUCK"  
[X Link](https://x.com/ilzmcfly/status/2019545097361109277)  2026-02-05T22:54Z [----] followers, 14.9K engagements


"That is less than $IREN entire energy portfolio 🤯 WTF $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of [----]. Power is clearly the gating resource in the largest industrial buildout of modern history. https://t.co/ZYtG1sy6WM $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of [----]. Power is clearly the gating resource in the largest"  
[X Link](https://x.com/ilzmcfly/status/2019552574358319157)  2026-02-05T23:23Z [----] followers, 60.6K engagements


"And you bearish $IREN $IREN literally added 1.6GW of power and are REALLY in multiple discussions for multi B $ deals 🐂 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3"  
[X Link](https://x.com/ilzmcfly/status/2019553178925359212)  2026-02-05T23:26Z [----] followers, [----] engagements


"Fundementally nothing has changed for $IREN since ATH a matter in fact everything has gotten better. More MW's for AI. Capex spending way higher on AI as a sector. Everything running smoothly on time. So why is the stock down My guess too many retailers were piling in and they are using this AI scare as a excuse to kick everyone out. What sucks is $HIMS went from $62 to $22 in [--] months because the business materially changed. This was a stock retailers massively piled into. The difference is $IREN went from $76 to $31 and everything has gotten materially better."  
[X Link](https://x.com/ilzmcfly/status/2019560687442502077)  2026-02-05T23:56Z [----] followers, [----] engagements


"@HyperTechInvest They liked it last week with $WULF. This week they dont. Market is irrational and completely stupid right now"  
[X Link](https://x.com/ilzmcfly/status/2019561419759579300)  2026-02-05T23:58Z [----] followers, [----] engagements


"I heard maybe a deal next week $CIFR"  
[X Link](https://x.com/ilzmcfly/status/2019785535766560947)  2026-02-06T14:49Z [----] followers, [----] engagements


"Any deal from $CIFR now for energy in [--------] and [----] is bullish for the DCs as a whole. It shows that anyone who has the capability to build can sell out capacity in advance and the demand is strong I will be paying close attention to $CIFR 🐎"  
[X Link](https://x.com/ilzmcfly/status/2019785941104079055)  2026-02-06T14:51Z [----] followers, [----] engagements


"My brother bought $IREN yesterday overnight at $32 he is now up 33%. This is why entry points matter"  
[X Link](https://x.com/ilzmcfly/status/2019822870034280712)  2026-02-06T17:17Z [----] followers, 73.7K engagements


"$IREN WOW $IREN dropped to $29 after hours yesterday. It is trading at $43 today. That is a 50% swing in less than [--] hours. Someone once tried convincing me that retail investors were smarter and more nimble than the institutions. Can someone explain to me what new information we got https://t.co/7aC78SWUmf $IREN dropped to $29 after hours yesterday. It is trading at $43 today. That is a 50% swing in less than [--] hours. Someone once tried convincing me that retail investors were smarter and more nimble than the institutions. Can someone explain to me what new information we got"  
[X Link](https://x.com/ilzmcfly/status/2019827931347054770)  2026-02-06T17:38Z [----] followers, [----] engagements


"BULLISH $IREN $NBIS $CRWV 🚨 JUST IN: Jensen Huang says GPUs sold six years ago are rising in price. Another argument against the GPU obsolescence bear case. VERY bullish for AI infrastructure stocks. https://t.co/EpISrTl0dq 🚨 JUST IN: Jensen Huang says GPUs sold six years ago are rising in price. Another argument against the GPU obsolescence bear case. VERY bullish for AI infrastructure stocks. https://t.co/EpISrTl0dq"  
[X Link](https://x.com/ilzmcfly/status/2019831479631786006)  2026-02-06T17:52Z [----] followers, [---] engagements


"BULLISH $IREN $CIFR $AMD 🔥 $NVDA's Huang: it will take [--] years to figure out how much demand we have. 🐂"  
[X Link](https://x.com/ilzmcfly/status/2019833239737888791)  2026-02-06T17:59Z [----] followers, [----] engagements


"$AMD Is so cheap right now $AMD is down more than 13% in the last [--] days Makes no sense: Revenue $10.27B (+34% YoY) EPS $1.53 beat estimates Data center revenue $5.4B (+39% YoY) CEO Lisa Su said AI is accelerating at a pace that I would not have imagined. Seems Wall Street does not agree $AMD $AMD is down more than 13% in the last [--] days Makes no sense: Revenue $10.27B (+34% YoY) EPS $1.53 beat estimates Data center revenue $5.4B (+39% YoY) CEO Lisa Su said AI is accelerating at a pace that I would not have imagined. Seems Wall Street does not agree $AMD"  
[X Link](https://x.com/ilzmcfly/status/2019837932677525923)  2026-02-06T18:17Z [----] followers, [---] engagements


"@matthew_sigel @brockfastnut I heard $CIFR has a site in PJM too 👀"  
[X Link](https://x.com/ilzmcfly/status/2019857585432887447)  2026-02-06T19:35Z [----] followers, [---] engagements


"Now that $bitf is now $keel do you think it will stop getting keeled"  
[X Link](https://x.com/ilzmcfly/status/2019857738826936466)  2026-02-06T19:36Z [----] followers, [----] engagements


"$CIFR $WULF $BITF 👀 Interesting to see how the grid economics are going in PJM $IREN PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. https://t.co/ByVUKaxkoH PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. https://t.co/ByVUKaxkoH"  
[X Link](https://x.com/ilzmcfly/status/2019858478039461897)  2026-02-06T19:39Z [----] followers, [----] engagements


"Some good insight here Even for $IREN 👏 $NBIS and a few admittedly rudimentary observations from earnings this past week. Hyperscalers are putting more money into Ai capex than anticipated by the street. Over 500B in [----] just from Google Meta and Amazon. The Ai infrastructure thesis is stronger than ever in terms $NBIS and a few admittedly rudimentary observations from earnings this past week. Hyperscalers are putting more money into Ai capex than anticipated by the street. Over 500B in [----] just from Google Meta and Amazon. The Ai infrastructure thesis is stronger than ever in terms"  
[X Link](https://x.com/ilzmcfly/status/2019892178143596914)  2026-02-06T21:53Z [----] followers, [----] engagements


"@bitcoinbutcher1 Yeah minus the buildout with the buildout were looking at $52.5 roughly saved if were using the same $CIFR build costs"  
[X Link](https://x.com/ilzmcfly/status/2019927958337560763)  2026-02-07T00:15Z [----] followers, [----] engagements


"$IREN we need more supply Lambda Cloud just hit 100% utilization. Lambda Cloud just hit 100% utilization"  
[X Link](https://x.com/ilzmcfly/status/2020291804696822197)  2026-02-08T00:21Z [----] followers, [----] engagements


"Some $IREN $CIFR alpha Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time. https://t.co/9ftsGrM0J8 Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time."  
[X Link](https://x.com/ilzmcfly/status/2020292640680685897)  2026-02-08T00:24Z [----] followers, [----] engagements


"Whats great is that by leasing with $IREN $CIFR $WULF or any other DC players they wont have to dent the balance sheet with one time CAPEX spend and can quickly convert some of this spend to OPEX. This is uber bullish for $NVDA and $AMD shareholders. This will be a great year for AI as we are still in the first inning of the buildout. Hyperscalers are guiding $660 billion in capex for 2026: $GOOGL - $180B $AMZN - $200B $MSFT - $130B $META - $125- $135B This is insanity https://t.co/XeCUWYhZ5J Hyperscalers are guiding $660 billion in capex for 2026: $GOOGL - $180B $AMZN - $200B $MSFT - $130B"  
[X Link](https://x.com/ilzmcfly/status/2020299013573017734)  2026-02-08T00:49Z [----] followers, [----] engagements


"Over the weekend I posted some napkin math on how much in just colo fees a hyperscaler would save by buying $IREN at $14B. This was temporarily reposted by @danroberts0101 CEO of $IREN 🙌 Using the same build costs as $CIFR for 4500MW of DC capacity it would roughly be $30B. Add the $14B E/V and thats a total cost of $44B at the time of the post for 4500MW of DC capacity. So if you take the same rate $CIFR charged to AWS for $IREN that would be a total of $82.5B in colocation fees by payed by as Hyperscaler for $IREN total capacity. Minus the $82.5 with the total cost a Hyperscaler would pay"  
[X Link](https://x.com/ilzmcfly/status/2020343816947917056)  2026-02-08T03:47Z [----] followers, [---] engagements


"@samsolid57 $IREN spent multiple years trying to secure that capacity for Okhlohoma. If $NBIS announces a site it will be a gas on-site generation plant like NJ. MO will prob be that site announcement"  
[X Link](https://x.com/ilzmcfly/status/2020538641739620682)  2026-02-08T16:42Z [----] followers, [---] engagements


"$IREN Colocation side of the business is valued at roughly $52.5B E/V for its 4.5GW secured capacity. $IREN Founders have majority control and would never allow a hostile bid takeover. I dont believe they would accept anything below $50B if that was the case. Undervalued. @Craignelson0 @ilzmcfly @danroberts0101 Based on the napkin math in the analysis the break-even acquisition price (where savings are zero) implies an enterprise value of about $52.5B for IREN. With 332M shares outstanding that estimates a share price of roughly $158. Note this is speculative and ignores costs @Craignelson0"  
[X Link](https://x.com/ilzmcfly/status/2020548734120050791)  2026-02-08T17:22Z [----] followers, 14.6K engagements


"$IREN is trading at $14B Mkt Cap and has 4.5GW of secured energized capacity for AI/HPC available to lease. $CIFR is trading at $6B Mkt Cap and has 370MW of secured energized capacity for AI/HPC available to lease. Make that make sense. I love $CIFR but there is big discorrelation in $IREN's share price right now. https://twitter.com/i/web/status/2020555665492550027 https://twitter.com/i/web/status/2020555665492550027"  
[X Link](https://x.com/ilzmcfly/status/2020555665492550027)  2026-02-08T17:49Z [----] followers, 61.7K engagements


"Colocation is allot easier and cheaper to do than providing Colocation + Cloud like $IREN is doing. Dealing with the financing and GPU procurements is not as easy as some people may think. $CIFR and $IREN have the best teams capable of executing on their capacity. $CIFR has leased all of its available enerized MW's and is already in talks to lease sites in advance to energization dates for [----] and [----]. If $IREN was doing colocation only you would have seen them already quickly convert at least half their 4.5GW pipeline by now because those MW's are secured for energization in [----] [----] and"  
[X Link](https://x.com/ilzmcfly/status/2020557542561124403)  2026-02-08T17:57Z [----] followers, [----] engagements


"@jacob_kim1988 @danroberts0101 Im sure they would love 100% renewable energy 😉"  
[X Link](https://x.com/ilzmcfly/status/2020562111789764673)  2026-02-08T18:15Z [----] followers, [---] engagements


"@EndicottInvests Impossible We dont touch anything $NBIS. Its poison"  
[X Link](https://x.com/ilzmcfly/status/2020572036095971810)  2026-02-08T18:54Z [----] followers, [---] engagements


"@proof_of_thermo $CIFR lists sites that hasnt secured energization yet $IREN waits until they are secured for energization. Confidence vs certainty is a huge difference"  
[X Link](https://x.com/ilzmcfly/status/2020577477949821145)  2026-02-08T19:16Z [----] followers, [----] engagements


"@MB_Hogan Both are great $IREN def has a stronger pipeline by far 👀"  
[X Link](https://x.com/ilzmcfly/status/2020581847848325246)  2026-02-08T19:33Z [----] followers, [---] engagements


"@JustCohl @MB_Hogan You're wallet will hate you"  
[X Link](https://x.com/ilzmcfly/status/2020587897116885258)  2026-02-08T19:57Z [----] followers, [--] engagements


"CEO of DataOne (The ones building the NJ DC for $NBIS) taking shots at $IREN 👀 CEO of Dataone basically talks about how they will be able to build 400MW Gross load Plant in [--] months using Gas Engines and emission technology called the hexageneration that will allow the plant to run at net-zero emissions. Keep in mind they have only built two other AI Factories 15MW each while $IREN spent years securing power from the grid. Opinions: @jiahanjimliu @FransBakker9812 @Agrippa_Inv @bitcoinbutcher1 @SmallCapSnipa @Spiralout_one @BagelC47 Let them talk they will realise Nebius is in a league of"  
[X Link](https://x.com/ilzmcfly/status/2020740376391209391)  2026-02-09T06:03Z [----] followers, 30.4K engagements


"$IREN Some players in the space talking about how it could be Anthropic because of this Software talk with a potential tenant. What if its xAI instead 👀 Elongate your timeline. This space will run for awhile - ifykyk"  
[X Link](https://x.com/ilzmcfly/status/2020741260458299479)  2026-02-09T06:07Z [----] followers, [----] engagements


"$CIFR is great no doubt I was fully invested in them at one point. But $IREN is building a cloud solution there are more points of monetization. They also pay off their DC and GPUs in [--] years instead of [--] like $CIFR. So Time to higher free cash flows is [--] years faster than CIFR from the colo side of the business. Also $IREN has a better and larger pipeline of secured MWs. https://twitter.com/i/web/status/2020897780634411304 https://twitter.com/i/web/status/2020897780634411304"  
[X Link](https://x.com/ilzmcfly/status/2020897780634411304)  2026-02-09T16:29Z [----] followers, [---] engagements


"Are the rumours true $IREN x Anthropic 👀🔥 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside"  
[X Link](https://x.com/ilzmcfly/status/2020909064671134084)  2026-02-09T17:14Z [----] followers, 25.6K engagements


"$WULF CEO has criticized $CIFR's new 1GW Colchis site in the past estimated to be energized in [----]. He may be hinting at it again 👀 TeraWulf $WULF CFO last week on @McnallieM explaining why they haven't expanded their data center portfolio to the ERCOT region of Texas: "If you think you're getting power (from ERCOT) in [----] or [----]. you better have some politically connected people in your corner or https://t.co/vgyqJ4KVVz TeraWulf $WULF CFO last week on @McnallieM explaining why they haven't expanded their data center portfolio to the ERCOT region of Texas: "If you think you're getting"  
[X Link](https://x.com/ilzmcfly/status/2020972802426405353)  2026-02-09T21:27Z [----] followers, [----] engagements


"@accounting_ds Allot of CPAs and Senior Accountants I know actually dont invest at all in the equities market"  
[X Link](https://x.com/ilzmcfly/status/2020984774282879273)  2026-02-09T22:14Z [----] followers, [--] engagements


"@RHouseResearch @McnallieM Has nothing to do with $GLXY has to do with $CIFR's new site Colchis which was already critized by $WULF as being hard to energize"  
[X Link](https://x.com/ilzmcfly/status/2021074248035598353)  2026-02-10T04:10Z [----] followers, [---] engagements


"Anthropic is looking for 10GW 👀 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. So let's see which cloud and colocation providers have the available capacity at the moment to lease or rent to them: (Secured Capcity = MW's certain for energization or energized already) *No Pipelines *No Sites with uncertain energization capability *No sites already leased *Available to"  
[X Link](https://x.com/ilzmcfly/status/2021076515383832670)  2026-02-10T04:19Z [----] followers, [---] engagements


"@user889889 Colchis does not they have AEP agreement not ERCOT"  
[X Link](https://x.com/ilzmcfly/status/2021226014592967146)  2026-02-10T14:13Z [----] followers, [--] engagements


"$CIFR is moving like there will be a deal this week 👀"  
[X Link](https://x.com/ilzmcfly/status/2021253452106469735)  2026-02-10T16:02Z [----] followers, 14K engagements


"$CIFR Right now"  
[X Link](https://x.com/ilzmcfly/status/2021260338721620223)  2026-02-10T16:29Z [----] followers, [----] engagements


"@user889889 @Allstarsv16 That's false listen to the earnings call again. Dan was very clear that they are finalizing a multi billion dollar contract"  
[X Link](https://x.com/ilzmcfly/status/2021283872772616541)  2026-02-10T18:03Z [----] followers, [---] engagements


"@anandragn mgmt didnt offer much clarity sround forward deals Are you smoking crack Btw Clarity and Visibility are the same thing kid. Here is youre clarity: MULTIPLE advanced negotiations as execuation and financing progresses"  
[X Link](https://x.com/ilzmcfly/status/2021320571347161573)  2026-02-10T20:29Z [----] followers, [----] engagements


"Hmmm $IREN Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium"  
[X Link](https://x.com/ilzmcfly/status/2021335867827327297)  2026-02-10T21:30Z [----] followers, 79.4K engagements


"Sometimes it's so obvious its right in your face and everyone wants to point you the other way. $IREN"  
[X Link](https://x.com/ilzmcfly/status/2021335901079732612)  2026-02-10T21:30Z [----] followers, [----] engagements


"🫵😂 Add ZETA OSCR PGY NBIS I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it. Maybe thats OK. I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it. Maybe thats OK"  
[X Link](https://x.com/ilzmcfly/status/2021336049981731064)  2026-02-10T21:30Z [----] followers, [----] engagements


"@2qHA031dppMDvnm I wonder if that affects sites who already have grid secured power 👀"  
[X Link](https://x.com/ilzmcfly/status/2021377633238516155)  2026-02-11T00:15Z [----] followers, [---] engagements


"Hmmm $IREN $IREN Shorts update. Plenty of short covering as of the latest snapshot. 11M shares covered leading up to the end of January snapshot. Now 14% of float short. https://t.co/lgag7S2zGW $IREN Shorts update. Plenty of short covering as of the latest snapshot. 11M shares covered leading up to the end of January snapshot. Now 14% of float short. https://t.co/lgag7S2zGW"  
[X Link](https://x.com/ilzmcfly/status/2021389175497376047)  2026-02-11T01:01Z [----] followers, [----] engagements


"$IREN Getting some Youtube love 🙌 Wall Street just made a HUGE MISTAKE on $IREN Here's why I'm buying this stock right now: https://t.co/LhSFLYH4wt Wall Street just made a HUGE MISTAKE on $IREN Here's why I'm buying this stock right now: https://t.co/LhSFLYH4wt"  
[X Link](https://x.com/ilzmcfly/status/2021452743463010519)  2026-02-11T05:14Z [----] followers, [----] engagements


"@TheMarketJarl How much is software apart revenue for $NBIS"  
[X Link](https://x.com/ilzmcfly/status/2021468267811053736)  2026-02-11T06:16Z [----] followers, [---] engagements


"@jiahanjimliu @Yuchenj_UW Anthropic looks like the best partner"  
[X Link](https://x.com/ilzmcfly/status/2021486808845140025)  2026-02-11T07:29Z [----] followers, [---] engagements


"If $CRWV started out as a Ethereum Mining company and transitioned into a software cloud solution. Then what makes you think $IREN cant Software is not a compelling argument as to why they havent announced a deal. It gives them optionality but in recent call they said closing a deal including software is not a problem in matter in fact they are working on one right now. Why Unlike power which takes years to get for example Gas Engines are backlogged until [----] multiple US States are stopping DC builds and grids are massively constraint. Software is easier to build and acquire from the time a"  
[X Link](https://x.com/ilzmcfly/status/2021618390066958792)  2026-02-11T16:12Z [----] followers, [----] engagements


"@MB_Hogan @jiahanjimliu Thank you for your honesty Mark your are valorant soldier. In [----] $CRWV spent these two years building the foundation of what would become their proprietary software layer. I think in today's age with the amount of AI software devs there are out there it can be done in 1"  
[X Link](https://x.com/ilzmcfly/status/2021620855760203825)  2026-02-11T16:22Z [----] followers, [---] engagements


"This is very important to know for anyone operating in the ERCOT Area. $IREN $CIFR This also solidifies $IREN already secured power in Texas. 🐎 ERCOT's proposed large load study framework currently making its way through the stakeholder engagement and consultation process will be a moment of reckoning for datacenter loads looking to grid interconnections to save them. It's becoming increasingly clear that you will need ERCOT's proposed large load study framework currently making its way through the stakeholder engagement and consultation process will be a moment of reckoning for datacenter"  
[X Link](https://x.com/ilzmcfly/status/2021624388307886294)  2026-02-11T16:36Z [----] followers, 10.9K engagements


"In [----] $CRWV spent these two years building the foundation of what would become their proprietary software layer. I think in today's age with the amount of AI software devs there are out there it can be done in [--]. IREN is also in a better capital position in [----] than CRWV was in [----]. If you're talking about premium then define the figure. We have more AI software engineers in [----] then we did in [----]. In [----] CRWV had merely $1.2M in capital and managed to launched their software in [--] years. In [----] IREN has $2.8B in cash. Like I said you're software argument is broken."  
[X Link](https://x.com/ilzmcfly/status/2021644070116823514)  2026-02-11T17:54Z [----] followers, [---] engagements


"This is extremely bullish for $IREN as he is essentially describing a scenario where the bottleneck for AI progress is no longer human ingenuity but physical infrastructure. xAI cofounder has resigned and says "recursive self-improvement loops will likely go live within [--] months and the right tools could unlock 100x productivity" that means AI improving AI is most likely coming earlier than previously thought anthropic and openAI have been https://t.co/F63mdtOc4o xAI cofounder has resigned and says "recursive self-improvement loops will likely go live within [--] months and the right tools"  
[X Link](https://x.com/ilzmcfly/status/2021812480691872044)  2026-02-12T05:03Z [----] followers, 23.9K engagements


"$IREN There was allot of point to in the call which I liked but these statements were often overlooked from the rest. Kent Draper: So we continue to believe that these chips will have a long economically useful lifetime in excess of the contract lengths that we are signing even the Microsoft one at [--] years. Dan Roberts: having now absorbed the capital requirements associated with our Microsoft deployment we're able to focus on converting a broader set of advanced customer negotiations into contracted revenue. 🐎 https://twitter.com/i/web/status/2021822214216073267"  
[X Link](https://x.com/ilzmcfly/status/2021822214216073267)  2026-02-12T05:42Z [----] followers, [----] engagements


"So it took $NBIS [--] Datacenters to raise capacity by 500MW. (*Most of them owned). Hmm 👀 Does anyone know the energization dates and how they will be powered"  
[X Link](https://x.com/ilzmcfly/status/2022021752755564763)  2026-02-12T18:55Z [----] followers, [----] engagements


"Pam Bondi Needs to go to jail for lying about the Dow"  
[X Link](https://x.com/ilzmcfly/status/2022051334997086671)  2026-02-12T20:53Z [----] followers, [---] engagements


"@InvestorTobacco They expect 800-1000MW of connected from the 2GW contracted. So how much do they expect Active If you cant answer a simple question it tells you allot"  
[X Link](https://x.com/ilzmcfly/status/2022122011276062929)  2026-02-13T01:33Z [----] followers, [---] engagements


"@InvestorTobacco Mate I know they will have 2.275GW of Active Power by April I dont know how much of that is connected to IT WTF does contracted mean 😂 Is it secured Is it bought from somewhere"  
[X Link](https://x.com/ilzmcfly/status/2022125594377691572)  2026-02-13T01:48Z [----] followers, [---] engagements


"@JH_ED12 @cvel317 ha ha 130% gain on $CIFR since nbis has done nothing"  
[X Link](https://x.com/ilzmcfly/status/2022155070327177498)  2026-02-13T03:45Z [----] followers, [---] engagements


"@joshfrazzini @InvestorTobacco Youre uninformed. You cant derived 8b Arr from 170MW active the 800MW-1GW connected must translate to Active"  
[X Link](https://x.com/ilzmcfly/status/2022156847571234959)  2026-02-13T03:52Z [----] followers, [--] engagements


"Its actually not misleading. You're largely innacurate. "you're tossing around "Active Power" like it's the same thing between them but one is 100% AI and the other is 9% AI." - Active Power is MW's that energized. They currently have 170MW. This is what is described in their letter of shareholders "NBIS has 170MW of AI active power IREN is unknown my guess is 1/2-2/3rd of 50MW Prince George so 20-30MW" - NBIS 170MW of Active Power (Yes this is used for AI we know this but they are talking about MW's energized in their portfolio) IREN has 910MW energized (750 Childress 80MW Mackenzie 50MW"  
[X Link](https://x.com/ilzmcfly/status/2022192258552877537)  2026-02-13T06:12Z [----] followers, [---] engagements


"@grok @goingtobillions @samsolid57 @grok some lf those sites are listed as Active Which ones are apart of the 800-1000MW connected and which are apart of the 2GW contracted"  
[X Link](https://x.com/ilzmcfly/status/2022320186439696594)  2026-02-13T14:41Z [----] followers, [--] engagements


"@grok @goingtobillions @samsolid57 @grok How could they Aim for 3GW YE contracted if they are moving 800-1GW from contracted to connected year end"  
[X Link](https://x.com/ilzmcfly/status/2022321063317643309)  2026-02-13T14:44Z [----] followers, [--] engagements


"@grok @goingtobillions @samsolid57 @grok why guide for 3GW contracted and 800MW-1GW connected Its define into three categories Active Connected and Contracted as per the Q4 Letter. Also what are the sizes and how will they be power for their current 2GW contracted"  
[X Link](https://x.com/ilzmcfly/status/2022323266090623370)  2026-02-13T14:53Z [----] followers, [--] engagements


"Long $IREN $CIFR AWS CEO: Well be capacity constrained for the next couple of years. AWS growth accelerated for the last two quarters and UBS sees AWS growth over 30% this year. Stock Having its longest slump over the last [--] years. Its getting ridiculous. Long $AMZN. https://t.co/a0AoLhqjZX AWS CEO: Well be capacity constrained for the next couple of years. AWS growth accelerated for the last two quarters and UBS sees AWS growth over 30% this year. Stock Having its longest slump over the last [--] years. Its getting ridiculous. Long $AMZN. https://t.co/a0AoLhqjZX"  
[X Link](https://x.com/ilzmcfly/status/2022363573972865193)  2026-02-13T17:33Z [----] followers, [----] engagements


"Thats correct I stated Active capacity is baked into connected. I also said they wont mark a 30-40% premium because of their software. Their software proves to have no revenue still. Its just a perk. What you failed to mention is that the 20% increase in Price per MW comparison comes from the fact that they are paying more for Colo and the they are using slightly more expensive GPUs than IREN. So the economics are quite the same here. https://twitter.com/i/web/status/2022367974020010130 https://twitter.com/i/web/status/2022367974020010130"  
[X Link](https://x.com/ilzmcfly/status/2022367974020010130)  2026-02-13T17:51Z [----] followers, [---] engagements


"@hhhypergrowth Just shut it pal this has been debunked https://x.com/ilzmcfly/status/2022378051300966822s=46 What Gen Z Fails to mention about $NBIS guide is that ARR Guidance of of $7-9B ARR includes the $1.25B/170MW Active. Therefore New [----] ARR is $5.75-7.75B with guided NEW connected capacity of 800MW to 1GW expected to turn into Active for the ARR. That means that on the low https://x.com/ilzmcfly/status/2022378051300966822s=46 What Gen Z Fails to mention about $NBIS guide is that ARR Guidance of of $7-9B ARR includes the $1.25B/170MW Active. Therefore New [----] ARR is $5.75-7.75B with"  
[X Link](https://x.com/ilzmcfly/status/2022378262362464311)  2026-02-13T18:32Z [----] followers, [--] engagements


"@longinvest32 no clearly not. Look at the cacluation. NBIS bulls mix up PaaS for SaaS. It's a free perk not palantir software"  
[X Link](https://x.com/ilzmcfly/status/2022380177679093797)  2026-02-13T18:39Z [----] followers, [--] engagements


"@NeuralCadence Brother no one cares about your model we care about companies guidance. Go with company guidance not fairytail marc predictions 😂"  
[X Link](https://x.com/ilzmcfly/status/2022392045797863924)  2026-02-13T19:26Z [----] followers, [--] engagements


"@clockworksantos @genZinvest0r No you actually just proved yourself wrong. lol. Find me in the shareholder letter where it says that not what AI thinks. Look at how we got to two different answers with your question"  
[X Link](https://x.com/ilzmcfly/status/2022400064770183392)  2026-02-13T19:58Z [----] followers, [--] engagements


"I will call a spade a spade. They did not clarify in the q4 shareholder letter that "Connected power includes both active power and power that is fully provisioned and can be activated immediately upon GPU installation" But they did in q2 and q3. Therefore something must have changed in their guidance. Don't be fooled by corporate lingo. https://twitter.com/i/web/status/2022410521061015557 https://twitter.com/i/web/status/2022410521061015557"  
[X Link](https://x.com/ilzmcfly/status/2022410521061015557)  2026-02-13T20:40Z [----] followers, [--] engagements


"You can buy $BITF for a 3B mkt cap and 300MW AI/HPC Pipeline or you can buy $CIFR for 7.4B and 2.8GW AI/HPC Pipeline and ready to serve now. were just getting started $CIFR Texas"  
[X Link](https://x.com/anyuser/status/1979316326834540715)  2025-10-17T22:39Z [----] followers, 63.1K engagements


"Iren So $IREN 1.4GW Sweetwater Site will be in full operation by 2027-2028. Energization hits in [----]. When it comes to signing large contracts being energized now is important to closing a cloud + colo deal. GPU procurement and financing on $IREN side must fall in line with date of DC operation. All this must be accounted for with the DC Build procurements. Now that this year 1400MW comes online $IREN can start securing deals for Sweetwater 2027-2028 operations. $IREN also has 450-500 Estimated MWs gross left at Childress that is energized and soon to be in operation for colo + cloud this"  
[X Link](https://x.com/ilzmcfly/status/2012770041012400349)  2026-01-18T06:12Z [----] followers, 26.3K engagements


"$IREN 1.6GW Oklahoma site has been underway for years (From the call) This is a energy secured site ready to ramp in [----]. Most pipelines from other players going out [----] + are just theoretical and not realized yet. This is very bullish 🐎"  
[X Link](https://x.com/ilzmcfly/status/2019535392790270176)  2026-02-05T22:15Z [----] followers, [----] engagements


"This week has been rough both $AMD and $IREN have been smacked down allot I honestly wouldn't have expected it to be that bad. The fundamental's have gotten stronger on both sides and the thesis is still intact. This is not my first rodeo and I don't plan on selling anything. I am adding all the way through. I still think both companies pose great risk to reward at these levels going into the rest of the year. https://twitter.com/i/web/status/2019803824924307749 https://twitter.com/i/web/status/2019803824924307749"  
[X Link](https://x.com/ilzmcfly/status/2019803824924307749)  2026-02-06T16:02Z [----] followers, [----] engagements


"If a Hyperscaler wanted to buy $IREN for $14B at todays E/V they would save $82.5B in colocation fees for the next [--] years for 4.5GW. That's a big save Why $82.5 $CIFR received $5.5B for [--] years from AWS for 300MW. Repeat those economics for $IREN's 4.5GW secured energy and you have $82.5B for [--] years in colocation revenue. $IREN trading today for $14B is very cheap when comparing it to its secured MW's. 🏇 https://twitter.com/i/web/status/2019819795072393342 https://twitter.com/i/web/status/2019819795072393342"  
[X Link](https://x.com/ilzmcfly/status/2019819795072393342)  2026-02-06T17:05Z [----] followers, 74.6K engagements


"Over the weekend I posted some napkin math on how much in just colo fees a hyperscaler would save by buying $IREN at $14B. This was temporarily reposted by @danroberts0101 CEO of $IREN 🙌 Using the same build costs as $CIFR for 4500MW of DC capacity it would roughly be $30B. Add the $14B E/V and thats a total cost of $44B at the time of the post for 4500MW of DC capacity. So if you take the same rate $CIFR charged to AWS for $IREN that would be a total of $82.5B in colocation fees payed by a Hyperscaler for $IREN total capacity. Minus the $82.5 [--] year colo fee with the total cost a"  
[X Link](https://x.com/ilzmcfly/status/2020351107852009788)  2026-02-08T04:16Z [----] followers, 108.8K engagements


"Anthropic is looking for 10GW 👀 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. So let's see which cloud and colocation providers have the available capacity at the moment to lease or rent to them: (Secured Capcity = MW's certain for energization or energized already) *No Pipelines *No Sites with uncertain energization capability *No sites already leased *Available to"  
[X Link](https://x.com/ilzmcfly/status/2021087357936468195)  2026-02-10T05:02Z [----] followers, 42.3K engagements


"Honestly amazing seeing some investors crack on $IREN due to price action and sentiment being swayed away by cry babies. People have no patience. "Oklahoma increasing secured grid-connected power to 4.5GW" Now go find me a site that has 2GW of grid-secured power and 1.6GW of grid-secured powered or something that even comes close to half of that. You wont. They are leveraging their power and playing the waiting game as said on the call. People are swayed by short term noise but are not looking forward at how strong the fundamental setup is. One contract will do to silence the babies. As a"  
[X Link](https://x.com/ilzmcfly/status/2021305321126314262)  2026-02-10T19:28Z [----] followers, 26.7K engagements


"$IREN 🤯 $433M IN Potential Inflows by being included in the MSCI USA Index effective February [--] Per Goldman Sachs. This means that ETFs and mutual funds that automatically track the MSCI index are now required to buy IREN shares to match the index's composition. Goldmach Sachs PT $39.00 cc: @bitcoinbutcher1 @ResearchVa https://twitter.com/i/web/status/2021762666767806705 https://twitter.com/i/web/status/2021762666767806705"  
[X Link](https://x.com/ilzmcfly/status/2021762666767806705)  2026-02-12T01:45Z [----] followers, 15.9K engagements


"@MikeLongTerm @BlackRock @AMD They are buying up for end of the year blast off"  
[X Link](https://x.com/ilzmcfly/status/2022084887600337286)  2026-02-12T23:06Z [----] followers, [---] engagements


"$IREN Secured 4.5GW of Capacity $NBIS has guided 3GW of contracted end of [----]. Secured Guided Not sure how they guided 3GW of contracted end of [----] if they are moving 0.8-1GW of contracted to connected end of [----]. Somebody did not math the equation at $NBIS Know what you own. https://twitter.com/i/web/status/2022132941812302181 https://twitter.com/i/web/status/2022132941812302181"  
[X Link](https://x.com/ilzmcfly/status/2022132941812302181)  2026-02-13T02:17Z [----] followers, [----] engagements


"Its actually pretty simple $NBIS will have 7-9B ARR end of [----] and estimated 170MW current + 800-1GW to connected (converted to active). $IREN guided 3.4B ARR for 460MW. When you calculate the Price per MW you actually arrive at similar rates. There is no way in hell $NBIS is charging a 30-30% premium per MW for the PaaS they dont even describe Software in their Income Statement. https://twitter.com/i/web/status/2022343827806187853 https://twitter.com/i/web/status/2022343827806187853"  
[X Link](https://x.com/ilzmcfly/status/2022343827806187853)  2026-02-13T16:15Z [----] followers, [---] engagements


"@genZinvest0r Lol yes. 800MW - 1GW (Not +) is incremental to generating $7-$9B ARR. Do you think its going to come from air"  
[X Link](https://x.com/ilzmcfly/status/2022350641746645469)  2026-02-13T16:42Z [----] followers, [---] engagements


"What Gen Z Fails to mention about $NBIS guide is that ARR Guidance of of $7-9B ARR includes the $1.25B/170MW Active. Therefore New [----] ARR is $5.75-7.75B with guided NEW connected capacity of 800MW to 1GW expected to turn into Active for the ARR. That means that on the low side $5.75B/800MW Active power equals to $7.19B price per MW Which falls in line with Y/E [----] of $1.25B/170MW Active which equals to $7.35B price per MW This is similar to $IREN's [----] Guide of $3.4B ARR/460MW = $7.39M price per MW Actually $IREN economics are way better because they are not paying colo fees. $NBIS also"  
[X Link](https://x.com/ilzmcfly/status/2022378051300966822)  2026-02-13T18:31Z [----] followers, [----] engagements


"@FrameworkWisely This is from q3 in q4 they described 170MW as Active power and guided 800-1000MW of connected power for 2026"  
[X Link](https://x.com/ilzmcfly/status/2022403239799672981)  2026-02-13T20:11Z [----] followers, [--] engagements


"Yes exactly this proves nothing They described connected power in q3 as the ability of being active then in q4 described 170MW as Active and Guided 800MW-1GW connected and 3GW contracted We actually truly dont know unless they list each sites by sizes in their respective category. https://twitter.com/i/web/status/2022405171326644298 https://twitter.com/i/web/status/2022405171326644298"  
[X Link](https://x.com/ilzmcfly/status/2022405171326644298)  2026-02-13T20:19Z [----] followers, [--] engagements


"@accounting_ds Stay Strong 🙌"  
[X Link](https://x.com/ilzmcfly/status/2022720678361702579)  2026-02-14T17:12Z [----] followers, [---] engagements


"@babyfolio I hope so have they said anything about it Also do crwv share theirs"  
[X Link](https://x.com/ilzmcfly/status/2022732739628413376)  2026-02-14T18:00Z [----] followers, [---] engagements


"@Tomer_Danel @babyfolio If you dont understand figure it out. Power secured is leverage. NBIS has no power secured they are scaling with every piece of MW they can get their hands on to deploy GPUs. Two totally different business strategies both work to each companies advantage"  
[X Link](https://x.com/ilzmcfly/status/2022754215244833122)  2026-02-14T19:26Z [----] followers, [--] engagements


"$IREN Time to DC and Negotiation Leverage Time to DC is very important right now this is the beginning of the [--] year AI Build out. Hyperscaler's are in fact looking for time to DC more than energization further out. There is a huge discrepancy between time to energization and energization further out. When it comes to training massive models for AI Native companies like Anthropic and OpenAI having the quickest time to DC is more important than having access to energization in the near future (Ex: 2029-2030+) Why Because they are able to constantly stay ahead of the competition and scale"  
[X Link](https://x.com/ilzmcfly/status/2022765326648119339)  2026-02-14T20:10Z [----] followers, [----] engagements

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