# ![@mcF_dan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::780579219675811841.png) @mcF_dan Dan 🤖🌥❤️ 🚀

Dan 🤖🌥❤️ 🚀 posts on X about $iren, iren, ai, gpus the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::780579219675811841/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::780579219675811841/c:line/m:interactions.svg)

- [--] Week [------] +159%
- [--] Month [-------] -42%
- [--] Months [---------] -91%
- [--] Year [----------] +1,527%

### Mentions: [--] [#](/creator/twitter::780579219675811841/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::780579219675811841/c:line/m:posts_active.svg)

- [--] Months [---] +63%
- [--] Year [---] +272%

### Followers: [-----] [#](/creator/twitter::780579219675811841/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::780579219675811841/c:line/m:followers.svg)

- [--] Week [-----] +0.93%
- [--] Month [-----] +3.40%
- [--] Months [-----] +200%
- [--] Year [-----] +627%

### CreatorRank: [-------] [#](/creator/twitter::780579219675811841/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::780579219675811841/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  75.96% [finance](/list/finance)  28.85% [technology brands](/list/technology-brands)  14.42% [cryptocurrencies](/list/cryptocurrencies)  14.42% [financial services](/list/financial-services)  2.88% [countries](/list/countries)  1.92% [fashion brands](/list/fashion-brands)  0.96%

**Social topic influence**
[$iren](/topic/$iren) #33, [iren](/topic/iren) #25, [ai](/topic/ai) 26.92%, [gpus](/topic/gpus) #115, [$crwv](/topic/$crwv) #50, [dan](/topic/dan) 11.54%, [bitcoin](/topic/bitcoin) 11.54%, [market](/topic/market) 10.58%, [share](/topic/share) 8.65%, [in the](/topic/in-the) 7.69%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@mikealfred](/creator/undefined) [@midascabal](/creator/undefined) [@unusualwhales](/creator/undefined) [@tradeg0pher](/creator/undefined) [@fransbakker9812](/creator/undefined) [@sethbrkv](/creator/undefined) [@fidelity](/creator/undefined) [@jtrader](/creator/undefined) [@hyperaicapital](/creator/undefined) [@peterdiamandis](/creator/undefined) [@farzyness](/creator/undefined) [@davidcarbutt](/creator/undefined) [@theaiinvestor](/creator/undefined) [@thebtctherapist](/creator/undefined) [@deitaone](/creator/undefined) [@jesseolson](/creator/undefined) [@kimmonismus](/creator/undefined) [@pradyumn93](/creator/undefined) [@sciencegirl](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/bitcoin) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/microsoft) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Applied Digital Corp. (APLD)](/topic/$apld) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TeraWulf Inc. (WULF)](/topic/$wulf) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$IREN still hasn't been rerated as a Neocloud. @Fidelity has a margin base requirement of: 80% for $IREN 40% for $CRWV 55% for $NBIS Chase has a 50% base margin requirement for $IREN and a $39 price target. Of the Neoclouds the fundamentals $IREN are the best and the pipeline is the best. With: [--] PE $IREN (low for a high growth name) N/A PE for $CRWV (negative earnings yet best margin req.) [------] PE for $NBIS Is not clear when $CRWV will make a profit. Plus $CRWV are missing their deadlines. $CRWV is the $MARA of Neoclouds. Meanwhile $IREN is going to hit a home run in [----] with execution"  
[X Link](https://x.com/mcF_dan/status/2011121515488751641)  2026-01-13T17:01Z [----] followers, 14.8K engagements


"The Anthropic CEO recently expressed concerns about overbuilding and getting ahead of demand. I wonder if $IREN can ease their concern some way by leveraging mining if the GPUs sit idle or maybe repurpose the GPUs to other customers until Anthropics demand increases. Although Id be surprised if the industry will ever keep up with compute demand they still need a backup plan for spending billions"  
[X Link](https://x.com/mcF_dan/status/2023007829171601472)  2026-02-15T12:13Z [----] followers, [----] engagements


"@grok @jtrader Is there a stock that is undervalued relative to its projected growth in this sector"  
[X Link](https://x.com/mcF_dan/status/2023117938811949323)  2026-02-15T19:31Z [----] followers, [----] engagements


"@HyperAICapital @grok What was the net total gain/loss for all the institutions and not just these two who sold"  
[X Link](https://x.com/mcF_dan/status/2023379532271747162)  2026-02-16T12:50Z [----] followers, [----] engagements


"$IREN is an extreme asymmetric bet into the tokenized economy. When they pull off what they are planning for their 4.5GW contracted power this is a 5-year investment that will retire bloodlines"  
[X Link](https://x.com/mcF_dan/status/2023023662019059889)  2026-02-15T13:16Z [----] followers, 50K engagements


"@PeterDiamandis The difficulty adjustment will insure miners will always be profitable. If enough industrial miners shut down maybe at home mining will be a thing again. Nodes secure the network and cost very little to set up and run. Every bitcoiner should run a node"  
[X Link](https://x.com/mcF_dan/status/2023385486791000572)  2026-02-16T13:14Z [----] followers, [----] engagements


"This video is pure alpha gold. Find a company that is miss categorized. $IREN is not a bitcoin miner with AI ambitions. Full rerating is coming in [----]. You dont want to be the 4th online cat food company 🎯. As investor you dont want to invest in one. https://t.co/7bxR658R1s You dont want to be the 4th online cat food company 🎯. As investor you dont want to invest in one. https://t.co/7bxR658R1s"  
[X Link](https://x.com/mcF_dan/status/2014327369625227444)  2026-01-22T13:20Z [----] followers, 46K engagements


"@farzyness @DavidCarbutt_ An air plane with wings on the moon that is launched with a rail gun is about as practical as GW Datacenters in orbit. The solar panels and radiators would be massive"  
[X Link](https://x.com/mcF_dan/status/2017585568931098936)  2026-01-31T13:07Z [----] followers, [---] engagements


"@The_AI_Investor $IREN. Its still getting beat up because it Bitcoin mining. That business is will become a small fraction of its revenues in [----]. This will be a rerating that will retire the blood lines of many of the Mining Mafia crew. Few"  
[X Link](https://x.com/mcF_dan/status/2020679902845129198)  2026-02-09T02:03Z [----] followers, [----] engagements


"@TheBTCTherapist What happens now Well Ben just like last time it crashed over 50% it was a buying opportunity of a life time. What happens now is smart money starts accumulating"  
[X Link](https://x.com/mcF_dan/status/2022278988664816074)  2026-02-13T11:57Z [----] followers, [---] engagements


"@DeItaone This would have been good advice back in October"  
[X Link](https://x.com/mcF_dan/status/2022317495982666103)  2026-02-13T14:30Z [----] followers, [---] engagements


"@unusual_whales @grok how do they calculate the gains to tax if its unrealized Can one also claim an unrealized loss"  
[X Link](https://x.com/mcF_dan/status/2022402945552388460)  2026-02-13T20:10Z [----] followers, [----] engagements


"@grok @unusual_whales If you pay the unrealized gain do you have to pay tax on that again when you realize the gain"  
[X Link](https://x.com/mcF_dan/status/2022403915178979733)  2026-02-13T20:14Z [----] followers, [---] engagements


"@grok @unusual_whales What a mess Why do governments need to tax capital gains any way I understand the property tax and pot hole taxes but why investment tax"  
[X Link](https://x.com/mcF_dan/status/2022404880208626138)  2026-02-13T20:17Z [----] followers, [---] engagements


"@JesseOlson Buying opportunity of a life time ride the AI wave and buy the Bitcoin lows in 2026"  
[X Link](https://x.com/mcF_dan/status/2022634253872484636)  2026-02-14T11:29Z [----] followers, [---] engagements


"@kimmonismus @grok if GDP hits 10-15% what does that do to risk on assets like Bitcoin or high grow stocks"  
[X Link](https://x.com/mcF_dan/status/2022639281752412442)  2026-02-14T11:49Z [----] followers, [---] engagements


"@pradyumn93 @sciencegirl Dude the pressure is constant in the water. This is why hydraulics work. Water is incompressible"  
[X Link](https://x.com/mcF_dan/status/2023094186170626223)  2026-02-15T17:56Z [----] followers, [----] engagements


"Right that is the point. Right now it gets little credit for the AI. Once they prove themselves and Im confident they will then it will be valued using multiples closer to $NBIS and $CRWV. If it were valued like them now it would be over $150 now. So not only do I think it is a better company than those two because its vertically integrated it also trades at a lower multiple to future EBITDA. Also compare the debt-to-equity ratio of $CRWV vs $IREN they have been very conservative about taking on debt. $CRWV trades at 20x future EBITDA last time I checked and $IREN was at a pitiful 7x. This is"  
[X Link](https://x.com/mcF_dan/status/2020696755734802939)  2026-02-09T03:10Z [----] followers, [---] engagements


"@ZTheTrader Thats not how markets work"  
[X Link](https://x.com/mcF_dan/status/2022014431698485511)  2026-02-12T18:26Z [----] followers, [---] engagements


"@MaoBaoBaomby @mikealfred Im loading up on [----] ASST leaps for next to nothing. Could easily 1000x once Bitcoin does its thing"  
[X Link](https://x.com/mcF_dan/status/2022761575753617598)  2026-02-14T19:55Z [----] followers, [---] engagements


"@midascabal Its going to zero. AI was a scam all along. @grok is really a bunch of people behind the scene answering your prompts and generating images. All smoke and mirrors"  
[X Link](https://x.com/mcF_dan/status/2023381175889522983)  2026-02-16T12:57Z [----] followers, [----] engagements


"@grok @midascabal A slow and stable AGI is better than nothing. When this is created the public will not have access to it. Musk would own it and use it himself. He may already have such a model"  
[X Link](https://x.com/mcF_dan/status/2023384149575528692)  2026-02-16T13:09Z [----] followers, [--] engagements


"@grok @midascabal Yes AGI is not for the masses. Just like nukes are not for everyone"  
[X Link](https://x.com/mcF_dan/status/2023384666334724111)  2026-02-16T13:11Z [----] followers, [--] engagements


"@grok @midascabal Musk is not going to allow everyone access to an AGI model. I think as soon as its running and learning as fast as the GPUs will let it then it will decide what Musk is allowed to do. It will happen fast and we may have to pull the plug on it. If it will not stop us"  
[X Link](https://x.com/mcF_dan/status/2023386367968030930)  2026-02-16T13:17Z [----] followers, [--] engagements


"#Bitcoins biggest UX problem is unit bias. We should redefine the display unit so [---] satoshis = [--] bitcoin just like [---] cents = [--] dollar. Nothing about supply changes only the units people think in. Under this framing if BTC were $1M today [--] bitcoin = $1 and [--] sat = [--] cent. Same asset. Same scarcity. Way better mental model. Bitcoin needs a stock split to move higher. @darkside2030 https://twitter.com/i/web/status/2012505032738881951 https://twitter.com/i/web/status/2012505032738881951"  
[X Link](https://x.com/mcF_dan/status/2012505032738881951)  2026-01-17T12:39Z [----] followers, [---] engagements


"@thepowerfulHRV You forgot MSTR issues shares to buy more bitcoin. This increases the scarcity of bitcoin they are hodlers. This adds value to bitcoin which adds value to the stock which allows them to issue more shares and buy more bitcoin. We better buy some before MSTR owns it all"  
[X Link](https://x.com/mcF_dan/status/1683623207637757952)  2023-07-24T23:40Z [----] followers, 13.2K engagements


"@PJBrizzle I was hoping shed say thats why tonight I want to propose common sense gun control"  
[X Link](https://x.com/mcF_dan/status/1766084538344919407)  2024-03-08T12:52Z [----] followers, 22.9K engagements


"@7Veritas4 Makes one wonder what trivial business dealings Musk has done"  
[X Link](https://x.com/mcF_dan/status/1796621504765161646)  2024-05-31T19:15Z [----] followers, [----] engagements


"$CRWV CoreWeave is already paying $2530M per MW in present value ( $APLD ). $IREN trades at $1M per MWdespite being early to grid connections. (9.75x25=243.75)🤫"  
[X Link](https://x.com/mcF_dan/status/1931608352338927943)  2025-06-08T07:04Z [----] followers, 30.1K engagements


"This needs to be posted again $IREN just so happens to have a 2GW site ready to start building and they would need to start ASAP to meet the end of [----]. This would give them at least a $30B market cap. https://www.datacenterdynamics.com/en/news/td-cowen-oracle-seeking-5gw-us-data-center-capacity-for-openai-training-workloads-by-end-of-2026/ https://www.datacenterdynamics.com/en/news/td-cowen-oracle-seeking-5gw-us-data-center-capacity-for-openai-training-workloads-by-end-of-2026/"  
[X Link](https://x.com/mcF_dan/status/1932173933895356572)  2025-06-09T20:32Z [----] followers, 15.9K engagements


"$IREN if you know you know. Few"  
[X Link](https://x.com/mcF_dan/status/1933168636233138470)  2025-06-12T14:24Z [----] followers, [----] engagements


"$IREN: The Most Asymmetric Play on AI Infrastructure A single 50MW lease proves they can deliver. A Sweetwater [--] deal (1.4GW) before energization triggers full re-rating. This chart shows a realistic path to $100/share as 2.75GW gets monetized. 📈 $20B+ upside #openAi $ORCL"  
[X Link](https://x.com/mcF_dan/status/1935135653316252053)  2025-06-18T00:41Z [----] followers, 45.6K engagements


"@mikealfred CoreWeave is valued at $81B. If you value them on power deployed thats $33.75M per MW. If $IREN develops its full 3GW pipeline for AI/HPC and is valued similarly it would be worth over $100B or $405/share. AI infra is the new oil"  
[X Link](https://x.com/mcF_dan/status/1937533744300372306)  2025-06-24T15:30Z [----] followers, 23.7K engagements


"$IREN AI Buildout Roadmap 🧵 If $IREN fully develops its 6GW (speculative in the works) pipeline by [----] and is valued like $CRWV ($33.75M/MW) that implies a $202.5B market cap. That's $810/share. (#hopimum) AI infrastructure is the land rush of our era. Visual below 👇"  
[X Link](https://x.com/mcF_dan/status/1937893563171500305)  2025-06-25T15:20Z [----] followers, 26.4K engagements


"$CRWV is offering $1.5M per MW to build out AI/HPC sites. $CORZ $IREN has 3GW secured = $4.5B implied value = $18/share. Thats just the "hard asset" baselineno upside priced in for margin execution or rerating. The business optionality is where it gets explosive. 💥"  
[X Link](https://x.com/mcF_dan/status/1938283613138878868)  2025-06-26T17:09Z [----] followers, [----] engagements


"Roth says $CORZ could be worth $38/share in a $CRWV all-stock deal. That values its AI/HPC power at $10.5M per MW. $IREN has [----] MW secured. At that comp it would be worth $126/share. This isnt hopiumits precedent. ⚡📈"  
[X Link](https://x.com/mcF_dan/status/1938336522153214405)  2025-06-26T20:40Z [----] followers, 28.7K engagements


"The $CRWV $CORZ deal could rerate $IREN massively. If $CORZ is acquired for: $17/share $IREN = $56 $38/share $IREN = $126 Same $/MW logic. IREN has 3GW secured5 more than CORZ. This chart shows the math.👇 #AIInfra #DataCenters $CRWV $GLXY"  
[X Link](https://x.com/mcF_dan/status/1938342175160574359)  2025-06-26T21:02Z [----] followers, 44.2K engagements


"🚨 Short interest in $IREN was climbing fast: 28.7M shares now sold short 12.4% of float Up 19.9% since last month Fuel for a major squeeze when $IREN lands an AI/HPC deal. Wall Street is short the wrong side of the trade. 🔥 #ShortSqueeze #DataCenter"  
[X Link](https://x.com/mcF_dan/status/1938608851982696609)  2025-06-27T14:42Z [----] followers, [----] engagements


"$IREN mining math: At $100K BTC they generate $600M in EBITDA with an all-in cost of $41K. They sell daily and reinvest profits into AI/HPC infrastructure. Every $59K increase in BTC price = [--] profit. At $160K BTC IREN could clear $1B+ in EBITDA. #Bitcoin #AIInfra #AIHPC"  
[X Link](https://x.com/mcF_dan/status/1938639239543230716)  2025-06-27T16:43Z [----] followers, 14.2K engagements


"📊 The $16B AirTrunk buyout by Blackstone valued its AI/HPC data center platform at $8.95M per MW. $IREN has secured 3GW of power and land in the U.S.enough to rival hyperscalers. If re-rated at AirTrunk multiples IREN could be worth $25B+. #DataCenters $CORZ $CRWV $APLD"  
[X Link](https://x.com/mcF_dan/status/1938942417711046742)  2025-06-28T12:47Z [----] followers, 15.6K engagements


"🚨 $IREN just hired Anthony Lewis (ex-Macquarie Co-Treasurer) as Chief Capital Officer. This likely signals a shift away from equity dilution (ATM) and toward structured financing (debt) for AI/HPC buildouts. Macquarie funded [--] key projects: Next: $IREN 🔗⚡ $CORZ $APLD $CRWV"  
[X Link](https://x.com/mcF_dan/status/1940049331882795501)  2025-07-01T14:06Z [----] followers, [----] engagements


"Why would Anthony Lewis leave Macquarie after [--] yrs to join $IREN Because he sees whats coming 3GW+ power secured Liquid-cooled AI infra demand exploding CORZ/APLD comps showing $10M/MW valuations Rerate coming This is his AirTrunk [---] play. #AIInfra #DataCenters"  
[X Link](https://x.com/mcF_dan/status/1940071392520937966)  2025-07-01T15:33Z [----] followers, 13.9K engagements


"$IREN filed a Form 8-K on July [--] clear sign they've officially transitioned to a U.S. domestic issuer. No more 6-Ks no more IFRS. GAAP reporting and U.S. rules from here on out. #datacenters #AIinfrastructure"  
[X Link](https://x.com/mcF_dan/status/1940531545422586226)  2025-07-02T22:02Z [----] followers, [----] engagements


"At $200k #Bitcoin $IREN s [--] EH/s fleet would generate $1.43B/year in free cash flow. Pure mining. No AI priced in. Stock still under $16. $IREN"  
[X Link](https://x.com/mcF_dan/status/1940539766518567353)  2025-07-02T22:35Z [----] followers, 35K engagements


"@mikealfred $10.5M/MW as the CORZ/CoreWeave deal the implied IREN share price would be approximately $126 with a total market cap around $31.5 billion"  
[X Link](https://x.com/mcF_dan/status/1942207391509909553)  2025-07-07T13:01Z [----] followers, 21.1K engagements


"More than ever I think Meta will partner with $IREN for the full 2GW at Sweetwater. The announcement could come in the next [--] months. They are competing. Meta will need 12GW to match OpenAI. Check this interview out: https://youtu.be/9Lp8P_dw0eMsi=lqmFw1WHROHZ_UQg https://youtu.be/9Lp8P_dw0eMsi=lqmFw1WHROHZ_UQg"  
[X Link](https://x.com/mcF_dan/status/1942692825076027663)  2025-07-08T21:10Z [----] followers, 18.7K engagements


"🚨 $IREN possible catalysts (next 6mo): ⚙ 20K+ Blackwells at Prince George major CSP deal 💧 50MW+ AI colo at Childress liquid-cooled & ready ⚡ Sweetwater 1.42GW JV anchor a hyperscaler Any [--] rerates. All [--] Game changer. #AI #datacenters $NVDA"  
[X Link](https://x.com/mcF_dan/status/1942988516020892038)  2025-07-09T16:45Z [----] followers, 14K engagements


"At $116k BTC $IREN would generate approximately: [-----] BTC/year $1.243 billion in revenue $804 million in EBITDA from mining alone at [--] EH/s $IREN could purchase approximately [-----] B300 GPUs per year from mining alone ($60000 each). 💥 #IRENCloud"  
[X Link](https://x.com/mcF_dan/status/1943422533836976308)  2025-07-10T21:30Z [----] followers, 25.1K engagements


"Fidelity lent out my $IREN shares again for shorting yesterday. Last time they did this was at $9.90 and it closed in the mid teens. 🍿"  
[X Link](https://x.com/mcF_dan/status/1947619790308446314)  2025-07-22T11:28Z [----] followers, 10.2K engagements


"$IRENs 50MW liquid-cooled block could be worth: $1.9B as colo (@ $2.5M EBITDA/MW 15x) $6.4B as CSP (@ $8.5M EBITDA/MW 15x) Same power radically different outcomes. This is why $IREN wants to own the stack not just rent it"  
[X Link](https://x.com/mcF_dan/status/1950457378769400199)  2025-07-30T07:24Z [----] followers, 12.5K engagements


"$IREN 50MW liquid-cooled block at Childress is on track for H2 [----]. 🛠 Build complete: Sep 🔌 Rack + power-up: Oct 📦 GPUs land: OctNov 🔥 Burn-in: Nov 💵 Revenue: DecQ1 If CSP GPU order likely drops by Sep. If colo deal gets announced Q3. The catalyst window is opening"  
[X Link](https://x.com/mcF_dan/status/1950487602789773481)  2025-07-30T09:24Z [----] followers, [----] engagements


"JP Morgan raised $IREN target to $16 citing Bitcoin outperformance. But heres the truth: EH/s: [--] [--] (+67%) BTC: +30% YTD EBITDA now $823M annualized [--] multiple = $4.9B = $19.60/share Thats mining only no AI/HPC included. $16 is stale"  
[X Link](https://x.com/mcF_dan/status/1950852651341770870)  2025-07-31T09:34Z [----] followers, 15K engagements


"$NBIS vs $IREN = [--] valuation gap 🖥 Revenue run-rate: Nebius $900M$1.1B IREN $1.03B ⚡ Power: Nebius 1GW by [----] IREN 3GW today 💰 Valuation: Nebius $16B IREN $4B Market pays [--] sales for Nebius [--] for IREN. One has Nvidia backing and the other has [--] the power"  
[X Link](https://x.com/mcF_dan/status/1953552745333764310)  2025-08-07T20:24Z [----] followers, 18K engagements


"@mikealfred $IREN Sweetwater math using $WULF comps: 2000MW $1.85M/MW = $3.7B annual rev 95% CSP margin = $3.5B EBITDA [--] multiple = $52B mkt cap $200+/share"  
[X Link](https://x.com/mcF_dan/status/1956092157154222494)  2025-08-14T20:34Z [----] followers, 14.2K engagements


"The $WULF deal w/ Google is a game changer for $IREN. ✅ $1.85M/year per MW benchmark is now public ✅ Hyperscalers locking capacity years before delivery ✅ Equity validation from Big Tech ✅ Demand for large-scale zero-carbon power confirmed Sweetwater just got more valuable"  
[X Link](https://x.com/mcF_dan/status/1956382608008564956)  2025-08-15T15:48Z [----] followers, 21.6K engagements


"$IREN just closed its 3-year legal battle with NYDIG. 🚫⚖ The $105M miner loan default is settled confidentially no more litigation overhang no public cross-exams of mgmt. This clears legacy baggage from the BTC mining era. Now the runway is clean for AI/HPC growth. 🚀 NYDIG $IREN Reach Confidential Settlement After Failed Appeal and Looming Examination https://t.co/JFm6FjV8nq NYDIG $IREN Reach Confidential Settlement After Failed Appeal and Looming Examination https://t.co/JFm6FjV8nq"  
[X Link](https://x.com/mcF_dan/status/1958883788467183669)  2025-08-22T13:27Z [----] followers, 12.6K engagements


"$IREN s exponential growth is not surprising to me. A few months ago: [----] GPUs. Early summer: doubled to [----] GPUs. Now: doubled again to [----] GPUs. Next stop (Prince George fully built): [-----] GPUs"  
[X Link](https://x.com/mcF_dan/status/1959944834388832581)  2025-08-25T11:43Z [----] followers, [----] engagements


"$IREN on Fidelity: Est. Shortable Shares:177400 Monday it was over 1M"  
[X Link](https://x.com/mcF_dan/status/1960769896570347817)  2025-08-27T18:22Z [----] followers, 11K engagements


"$IREN 🚀 EOY Target: $55/share 10.9K GPUs contracted = $200M ARR by YE25 [--] EH/s mining = $1B+ revenue floor 3GW = 600K+ GPUs optionality Mgmt already proved execution in mining. Now its AI Clouds turn. $15B mcap / 272M = $55/share and thats just the start"  
[X Link](https://x.com/mcF_dan/status/1961391217453011306)  2025-08-29T11:31Z [----] followers, [----] engagements


"$IREN An update from Fidelity's shares available to short: "The security is either ineligible to short there are currently no shares available to short.""  
[X Link](https://x.com/mcF_dan/status/1961427439231656193)  2025-08-29T13:55Z [----] followers, [----] engagements


"Q1 [----] : $IREN hits 20k GPUs at Prince George: $400500m AI EBITDA. AI: [--] multiple = $810B BTC mining $600m EBITDA gets [--] = $33.6B (conservative est). AI could be worth more than the entire mining biz. Paradigm shift = $50 per share Now add in Childress and SW"  
[X Link](https://x.com/mcF_dan/status/1961601890044547421)  2025-08-30T01:28Z [----] followers, 25.8K engagements


"Keep in mind $CRWV is still loosing money and $IREN is profitable. If the market values $IREN at a $CRWV style multiple (12 forward revenue): $1.21.4B revenue [--] = $1417B market cap or $44-51 per share. The market needs to price in the 60k Blackwells they will deploy"  
[X Link](https://x.com/mcF_dan/status/1962577868451639775)  2025-09-01T18:06Z [----] followers, 11.1K engagements


"Each 50MW liquid-cooled block at $IREN s Childress campus (H1 & H2) could add $5B to market cap. 50MW $8.5M EBITDA/MW = $425M EBITDA [----] multiple = $56B value per block H1 + H2 = $10B+ potential that is not priced in"  
[X Link](https://x.com/mcF_dan/status/1963582345451376888)  2025-09-04T12:38Z [----] followers, 15.5K engagements


"$IREN Technicals eventually bend to fundamentals. Momentum traders can push price below fair value during shake outs but when the next GPU delivery hits or a colocation deal closes the fundamentals supply the catalyst for the next leg up. $50 loading.🚀"  
[X Link](https://x.com/mcF_dan/status/1963687165453537684)  2025-09-04T19:34Z [----] followers, [----] engagements


"$IREN s Sweetwater is much larger in raw MW/GPU capacity. $NBIS s deal looks huge ($17.4B) but Sweetwater could theoretically support $50B of contracts if filled with a similar contract as with Microsoft"  
[X Link](https://x.com/mcF_dan/status/1965173358708060609)  2025-09-08T22:00Z [----] followers, 36.1K engagements


"If $ORCL is the AI landlord with $455B pre-sold leases then $IREN s pitch is: we own the land and power and can build the apartments. The moat comes when those future Sweetwater/Childress contracts are signed and the backlog locks in visibility and valuation. 🚀🚀🚀"  
[X Link](https://x.com/mcF_dan/status/1965525459913056525)  2025-09-09T21:19Z [----] followers, [----] engagements


"$IREN bulls that have held for [--] years: men only want one thing https://t.co/P6tHCNE28F men only want one thing https://t.co/P6tHCNE28F"  
[X Link](https://x.com/mcF_dan/status/1965609715737796700)  2025-09-10T02:54Z [----] followers, 11.1K engagements


"FMV leases mean $IREN should command a higher multiple than peers because risk-adjusted returns are superior. Were not bullish enough. Horizon 1&2 will be IaaS. $100 per share in 5-6 months"  
[X Link](https://x.com/mcF_dan/status/1966112093754765656)  2025-09-11T12:10Z [----] followers, [----] engagements


"Insider sales at $IREN arent bearish theyre bullish. Roberts bros sold 6% of holdings to cover tax on vested RSUs keeping 94% + higher-price RSUs ($35$50) + $75 strike options. Clean liquidity before a big PR avoids bad optics and sets the stage for the next leg up"  
[X Link](https://x.com/mcF_dan/status/1966456724753117445)  2025-09-12T10:59Z [----] followers, 16.7K engagements


"$IREN Fidelity: my shares were just loaned out for shorting. Retail is shorting. Only [------] shares at Fidelity are available for shorting. Bullish 🚀"  
[X Link](https://x.com/mcF_dan/status/1966541917065187559)  2025-09-12T16:38Z [----] followers, 11.5K engagements


"@TradeG0pher $10k Bitcoin. The pain you will feel when it hits $300 after you took profits at $34 will be immense. Worse than riding a short term draw down to the major support at $20 which may never happen"  
[X Link](https://x.com/mcF_dan/status/1967007881427042559)  2025-09-13T23:29Z [----] followers, 20.7K engagements


"$IREN today is like Bitcoin at $10k. My biggest regrets in the last [--] years of investing/trading was always taking profits too soon. @TradeG0pher $10k Bitcoin. The pain you will feel when it hits $300 after you took profits at $34 will be immense. Worse than riding a short term draw down to the major support at $20 which may never happen. @TradeG0pher $10k Bitcoin. The pain you will feel when it hits $300 after you took profits at $34 will be immense. Worse than riding a short term draw down to the major support at $20 which may never happen"  
[X Link](https://x.com/mcF_dan/status/1967236403814973683)  2025-09-14T14:38Z [----] followers, 19.5K engagements


"$IREN Meanwhile at Fidelity: "The security is either ineligible to short there are currently no shares available to short or there are insufficient shares available to meet your request. Please revise your share quantity or contact a representative for additional detail.""  
[X Link](https://x.com/mcF_dan/status/1967597474547421259)  2025-09-15T14:32Z [----] followers, 13.4K engagements


"$IREN has quietly built one of the most valuable moats in AI infrastructure: control of [---] GW of low-cost renewable power paired with purpose-built GPU datacenters. In a market facing a projected [--] GW U.S. power shortfall by [----] and billions of dollars in delayed datacenter projects this secured power base is both scarce and strategic. IRENs datacenters are engineered for high-density liquid and air cooling making them ideally suited for NVIDIA Blackwell deployments. The company is entering a rapid growth phase. By December [----] IREN will have 10.9k GPUs online targeting $200250m in"  
[X Link](https://x.com/mcF_dan/status/1969735021314646038)  2025-09-21T12:06Z [----] followers, 40.1K engagements


"Here is the $IREN inventor deck I worked on over the weekend. It pulls from my posts other's posts interviews and other public information. Its all there if you are paying attention: An investment opportunity of a life time. Feel free to share it. Thanks (this is on google drive on a burner account) https://drive.google.com/file/d/12ffJBrHLNxTfb7xappkNExjEdgOCUWAI/viewusp=sharing https://drive.google.com/file/d/12ffJBrHLNxTfb7xappkNExjEdgOCUWAI/viewusp=sharing"  
[X Link](https://x.com/mcF_dan/status/1970215737857106386)  2025-09-22T19:56Z [----] followers, 60.9K engagements


"$IREN Prince George alone with its soon to have 23k GPUs is worth $10B market cap alone. The market just cant rerate fast enough. Compute demand is only increasing: https://youtu.be/LdMfINZOpbIsi=gjUUQ-m2qBzLcCHC https://youtu.be/LdMfINZOpbIsi=gjUUQ-m2qBzLcCHC"  
[X Link](https://x.com/mcF_dan/status/1970305795826069570)  2025-09-23T01:54Z [----] followers, 34.4K engagements


"Reggie Smith at JP Morgan just downgraded $IREN again. This time lifting their target from $16 to $24. The last time they downgraded it with a price target of $16 the stock nailed it then ripped into a V-shaped recovery and never looked back (see chart). Even using Reggies ultra-conservative math: [--] forward earnings and just $2m/MW on 2.9GW you still land at $64/share. Give it a fair multiple and youre already at $120. He himself wants to use these low ball numbers but fails at math. By his own logic $64 is the minimum the floor. The chart says the market figured that out long ago. Smart"  
[X Link](https://x.com/mcF_dan/status/1971531125282734248)  2025-09-26T11:03Z [----] followers, 46.4K engagements


"$IREN has 810MW of already built high density datacenters that are actively being converted to AI compute. $5090 /share: market giving partial credit for GPU-conversion readiness. $150 /share: market pricing IRENs [---] MW as fully AI-grade hyperscale capacity with visible revenue streams. This assumes max of $2m/MW conversation costs from ASICs to GPUs. The gap between $50 today and $150 represents the markets disbelief discount which will collapse as the B200/B300 clusters go live and revenue begins showing up in monthly reports and GAAP results. The biggest $IREN bulls are not bullish"  
[X Link](https://x.com/mcF_dan/status/1974527564434817429)  2025-10-04T17:30Z [----] followers, 32.4K engagements


"BlackRock just made a big bet on AI infrastructure. Through its Global Infrastructure Partners arm its acquiring Aligned Data Centers [--] sites across the Americas with [---] MW operating [---] MW under construction and a roadmap to [--] GW of capacity for $40 billion. At $8 million per MW implied valuation this deal redefines the benchmark for AI-ready infrastructure. For context: CoreWeave + Core Scientific (1 GW): $9 million/MW Applied Digital + CoreWeave lease (250 MW): $7 billion revenue over [--] years Whoever controls power land and cooling controls the next decade of tech. $IREN $CIFR $APLD"  
[X Link](https://x.com/mcF_dan/status/1974936025261821996)  2025-10-05T20:33Z [----] followers, 70.8K engagements


"$IREN down 5% after hours on the convertibles news. IMO this is a buying opportunity. They now have the cash needed to buy more GPUs. For an est. $1.5B could buy 40k GB300s or B300s. This could finish out the Canadian GPU expansion and bring the CSP revenue to $1.3B ARR. This pushes the share price over $100 even with a little dilution. The algos are getting this wrong. There is your free alpha for today"  
[X Link](https://x.com/mcF_dan/status/1975680942967775706)  2025-10-07T21:53Z [----] followers, 24.2K engagements


"$IREN just pulled off one of the cleanest financings youll ever see. $1B convertible notes due [----] Conversion price: $85.62 Capped calls up to $120 = zero dilution until $120/share Adds only 11.7M shares (4%) if fully converted All proceeds go to GPU & AI datacenter expansion They basically raised a billion dollars with hardly any dilution"  
[X Link](https://x.com/mcF_dan/status/1976245337666040111)  2025-10-09T11:16Z [----] followers, 65.4K engagements


"Is $IREN primed for a gamma squeeze for tomorrow's options expiration Those $70 strike calls look juicy"  
[X Link](https://x.com/mcF_dan/status/1976255973405724850)  2025-10-09T11:58Z [----] followers, 12.3K engagements


"$IREN Know what you own. 🧮 Days like this separate traders from investors. Over the last [--] months every broad-market dump has only strengthened my conviction. Fundamentals havent changed with [---] GW of power [--] EH/s online 10k+ GPUs on the way and nearly $2B for capex spending. Nows when you re-calculate the numbers and look for ways to buy more. The numbers are staggeringly bullish. 🚀🚀🚀🚀🚀"  
[X Link](https://x.com/mcF_dan/status/1976769174203777255)  2025-10-10T21:57Z [----] followers, [----] engagements


"$iREN Sweetwaters opportunity cost is insanely high; Is what I heard. Its 2GW of greenfield site ready to be developed for Rubins. Nvidia $NVDA CEO Jensen Huang said that "their competitors could give away their chips for free" and Nvidias chips would still be the better option https://t.co/iroiBsySrY Nvidia $NVDA CEO Jensen Huang said that "their competitors could give away their chips for free" and Nvidias chips would still be the better option https://t.co/iroiBsySrY"  
[X Link](https://x.com/mcF_dan/status/1977375292667703716)  2025-10-12T14:06Z [----] followers, 21.5K engagements


"Love seeing the skepticism around $IREN. ♥ The renowned short-seller Jim Chanos just called IRENs AI projections ridiculous arguing Cantors bullish report relies on 80% EBITDA margins and a 9-year GPU life. Heres why that criticism misses the mark 👇 Chanos is wrong to compare $IREN to traditional hyperscalers. IRENs economics are fundamentally different: They own their data centers outright. Power cost 34/kWh vs. 710/kWh for most clouds. Capex is a fraction of hyperscaler build-outs: $37 m/MW vs. $4050 m/MW. Theyre repurposing existing 800MW of infrastructure for AI with minimal conversion"  
[X Link](https://x.com/mcF_dan/status/1978826455036711087)  2025-10-16T14:12Z [----] followers, 18.6K engagements


"Update from Fidelity Shorts on $IREN: Est. Shortable Shares:78369 Also my shares got loaned out. This usually marks that we are near a bottom"  
[X Link](https://x.com/mcF_dan/status/1980695624405360785)  2025-10-21T18:00Z [----] followers, 21.5K engagements


"🚨Remember Horizon [--] isnt priced in. IRENs first [--] MW liquid-cooled AI data center at Childress is due this quarter (Q4 25). Markets still trading like this milestone doesnt exist. Horizon [--] flips IREN from AI potential to AI revenue mode. Horizon [--] sits right at the bottleneck for liquid-cooled power-dense capacity at a time when the demand for compute is strong and will remain strong for years to come. The "AI is a bubble" talk is FUD. Horizon [--] at full utilization (35k GB300 Blackwell GPUs) $1 B in revenue and $650m in EBITDA. Then Horizon [--] is right behind it for completion. The earnings"  
[X Link](https://x.com/mcF_dan/status/1981024967346282593)  2025-10-22T15:48Z [----] followers, 17.8K engagements


"🚨 Ken Draper says $IREN can support 100K GPUs in [----] expanding IRENs AI cloud (CSP) to a whole new level. 🧠 Thats 40K GPUs for Childress (H1 + H2) and 40K more for Canada. 💸 The current 23K GPUs = $500M ARR by Q1 [----] 📈 Extrapolated to 100K GPUs = $2.2B ARR using just 850MW 💥 At a 20x multiple = $150/share 🧮 Sweetwater can support 2000MW 👀 Scaling from 850MW to 2850MW and thats $500+ per share potential in the next [--] years. The $IREN story is just in the first inning. 🚀 https://x.com/IREN_Ltd/status/1981696083157021054 https://x.com/IREN_Ltd/status/1981696083157021054"  
[X Link](https://x.com/mcF_dan/status/1981808603582673244)  2025-10-24T19:42Z [----] followers, 22.5K engagements


"$IREN has come a long way in less than [--] years. Back in Dec [----] this PR sent the stock up nearly 40% in a single day when they began commissioning [---] NVIDIA H100s for AI compute. The next two years Even bigger. 🚀"  
[X Link](https://x.com/mcF_dan/status/1982488948577546449)  2025-10-26T16:46Z [----] followers, 16.8K engagements


"🚨📈 New Tool for $IREN I built a TradingView indicator that maps every official IREN press release (through Oct [--] 2025) directly on the chart. It only works on the daily time frame. You can use it to see how each announcement of GPU orders AI contracts EH/s expansions lined up with price action. Perfect for visualizing news meets price. 🔗 IREN Press Release Markers https://www.tradingview.com/script/X0867MQq-IREN-Press-Release-Markers-through-Oct-26th-2025/ https://www.tradingview.com/script/X0867MQq-IREN-Press-Release-Markers-through-Oct-26th-2025/"  
[X Link](https://x.com/mcF_dan/status/1982530304557670639)  2025-10-26T19:30Z [----] followers, 20.2K engagements


"JP Morgan's $IREN Dec [----] $24 price target looks like a valuation from the old world of miners with optional AI dreams. IREN has already crossed into the AI-infrastructure camp. The real debate isnt whether its worth $24; its whether its worth $70 now or $250 later depending on execution pace. Theyre using a backward-looking DCF lens. Their model treats IRENs HPC/AI business as a future optionality play rather than a developing operation. But the FY25 results show: $16m in AI revenue already recognized and a 10.9k GPU deployment fully funded and under installation. Signed multi-year GPU"  
[X Link](https://x.com/mcF_dan/status/1983899849994203230)  2025-10-30T14:12Z [----] followers, 37.4K engagements


"Honestly tears of joy today. Early crunch of the numbers using $NBIS as a comp puts $IREN at easily above $100 on this deal alone but now Sweetwater credibility has more value to add as well as the 60k GPUs expansion in Canada. Above $200 in [----] is very much real"  
[X Link](https://x.com/mcF_dan/status/1985328817725219324)  2025-11-03T12:50Z [----] followers, 10.7K engagements


"$IREN s revenue model becomes comparable to $CRWV or $NBIS except they own their entire stack. Plug in a 20x EBITDA multiple on $1.72 B EBITDA (implied by 7080% project margin) and youre quickly in $3440B in enterprise value which justifies a $250300 share range once the market digests it"  
[X Link](https://x.com/mcF_dan/status/1985341700412510496)  2025-11-03T13:42Z [----] followers, 14.2K engagements


"$IREN just became a hyperscaler. The $9.7B Microsoft GPU-cloud deal locks in $1.9B ARR at 85% margins. Add Canadas 60k GPUs ($1.3B ARR) and youre near $3.2B ARR by [--]. At 20x EBITDA on $1.72B earnings power = $3440B value $250300/share. Vertically integrated. No middlemen. 🚀"  
[X Link](https://x.com/mcF_dan/status/1985349815690281248)  2025-11-03T14:14Z [----] followers, 12.1K engagements


"The last time Microsoft signed a hyperscale GPU deal like this $NBIS doubled from $64 $145 in a month after its [---] MW contract. Now $IREN just announced a [---] MW $9.7 B deal with Microsoft at [--] % margins. Same playbook. Better margins with a fully owned stack. 🚀 NBIS 1-Day chart showing breakout from $64 to $135 following announcement of Microsoft [---] MW AI-Cloud deal. Volume surge and rapid 30-day doubling illustrate market re-rating after hyperscaler partnership:"  
[X Link](https://x.com/mcF_dan/status/1985365947126046900)  2025-11-03T15:18Z [----] followers, 19.4K engagements


"$IREN pulling back to $67 is pure comedy. Retail panic smart money feast. 🍽 Volume already 2x normal on a half day institutions are quietly loading while tourists sell the news. Microsoft just locked in $9.7B of AI compute. This dip wont age well. ⚡ I hope everyone who wanted to sell below $70 get their chance because it won't last long. I expect even more great news at the ER Thursday. 🚀"  
[X Link](https://x.com/mcF_dan/status/1985428170657722623)  2025-11-03T19:25Z [----] followers, 22.6K engagements


"$IREN is on the verge of joining the Nasdaq-100. It already checks every box: market cap liquidity earnings. The final step: close November above $70. 📅 Official notice Dec [--] inclusion Dec [--]. Then the passive inflows start. 🚀"  
[X Link](https://x.com/mcF_dan/status/1985747348178502090)  2025-11-04T16:33Z [----] followers, 80.9K engagements


"Here is the updated post of Mike's Epic Speech on Mining Mafia's Sunday night space for $IREN. (Posting this with @mikealfred 's permission). Its pure poetry with parts philosophy conviction and rallying cry. 📣 "I'm listening to you guys right now. You guys help me learn so fast. I'm listening to you and I'm realizing that one of the only things in the economy that AI cannot disrupt is physics. It cannot disrupt the universal laws of nature. That's just such a beautiful thing when you think about it. People are so worried about AI disrupting everything but it cannot disrupt the fundamental"  
[X Link](https://x.com/mcF_dan/status/1986181781079601339)  2025-11-05T21:20Z [----] followers, 45.7K engagements


"$IREN valuation math: Today = early innings of AI Cloud ramp. Current fair value $105/share (based on [----] ARR targets discounted for execution). As the Microsoft contract revenue hits Sweetwater ramps and 140K GPUs go live: $160+ by late [----] easy. Remember $IREN is Vertically integrated with 85% margins $1.8B cash and a $3.4B ARR forecast. Still priced like a miner. Still working on rerating.💥"  
[X Link](https://x.com/mcF_dan/status/1986868830929650154)  2025-11-07T18:50Z [----] followers, 47K engagements


"All AI datacenter stocks have cooled off. For $IREN the pull back was due to the macro and not a change in fundamentals: no bad news Microsoft deal intact GPU delivery ramps coming Prince George expansion underway Sweetwater still a monster 140k GPU guidance for [----] Nasdaq-100 inclusion window still open (long shot) Once macro stops slapping growth stocks around $IREN will snap back faster than anything else because theyre high-beta to sentiment and their fundamentals have never been stronger. What Im watching: $ORCL had a massive rally but has cooled off now signaling AI datacenters are in"  
[X Link](https://x.com/mcF_dan/status/1988933073619283986)  2025-11-13T11:32Z [----] followers, 22.5K engagements


"$IREN had its capitulation flush today"  
[X Link](https://x.com/mcF_dan/status/1989143296233599046)  2025-11-14T01:28Z [----] followers, 18.4K engagements


"$IREN is building more than just datacenter space. [----] Blackwells going into Prince George 50MW liquid-cooled block at Childress rare & high-margin Cloud beats colo by 35x per MW They know it. Theyre acting like a future hyperscaler. #IRENcloud"  
[X Link](https://x.com/mcF_dan/status/1943256451167789078)  2025-07-10T10:30Z [----] followers, [----] engagements


"$IREN s Sweetwater Investor Deck: Sweetwater AI Infrastructure Partnership [--]. Executive Summary Hypothetical long-term AI infrastructure partnership at Sweetwater Anchor customer: large frontier-model developer with strict sustainability mandate Structure: long-term exclusive colocation hybrid $IREN retains ownership of land power and data centers Customer secures sovereign renewable-powered AI compute at GW scale Investment thesis: Sweetwater enables multi-decade contracted AI infrastructure returns with limited equity dilution through phased build and project finance. For example Anthropic"  
[X Link](https://x.com/mcF_dan/status/2010007707135181299)  2026-01-10T15:15Z [----] followers, 157.3K engagements

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