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[@mcF_dan](/creator/twitter/mcF_dan)
"By popular demand: the $IREN Investor Deck XX slides in one thread. This only scratches the surface of why $IREN has built a cult-like following. 1/21 🧵👇"  
[X Link](https://x.com/mcF_dan/status/1972721103731917240) [@mcF_dan](/creator/x/mcF_dan) 2025-09-29T17:52Z 2372 followers, 160.4K 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 XX% 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: $XX 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) [@mcF_dan](/creator/x/mcF_dan) 2025-10-16T14:12Z 2372 followers, 18.4K engagements


"for every $100M invested customers can generate $5B in token revenue. Jensen Huang (referring to model labs like Anthropic & OpenAI) 🚨Breaking News: $IREN announces $875M convertible notes due 2031 (+ $125M option). $IREN is building the factories where those tokens are minted. ⚙🧠 Given prior rounds were oversubscribed expect this one to fly too. 🚀"  
[X Link](https://x.com/mcF_dan/status/1975662605940498549) [@mcF_dan](/creator/x/mcF_dan) 2025-10-07T20:40Z 2380 followers, 7896 engagements


"@RKLBMan Its no longer number X or its not even in the XX All the lists I could find still have it as number X. Nothing fundamental has changed"  
[X Link](https://x.com/mcF_dan/status/1975884236793245829) [@mcF_dan](/creator/x/mcF_dan) 2025-10-08T11:21Z 2379 followers, XXX engagements


"$IREN just pulled off one of the cleanest financings youll ever see. $1B convertible notes due 2031 Conversion price: $XXXXX Capped calls up to $XXX = 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) [@mcF_dan](/creator/x/mcF_dan) 2025-10-09T11:16Z 2381 followers, 64.5K engagements


"Is $IREN primed for a gamma squeeze for tomorrow's options expiration Those $XX strike calls look juicy"  
[X Link](https://x.com/mcF_dan/status/1976255973405724850) [@mcF_dan](/creator/x/mcF_dan) 2025-10-09T11:58Z 2381 followers, 12.2K engagements


"@FransBakker9812 @MVanbrunsc47513 @eisokant @CoreWeave Sounds like they will use gas turbines. The lead time for these is 4-7 years. This has to be very expensive on a $/MW basis. If they are willing to do that then Sweetwater is looking even better"  
[X Link](https://x.com/mcF_dan/status/1978504288952369602) [@mcF_dan](/creator/x/mcF_dan) 2025-10-15T16:52Z 2379 followers, XXX engagements


"@BTC_PalmBeach @jd39333 @theBTCMiningGuy @mikealfred I think he heard bitcoin miner and didnt take the time to research it as usual"  
[X Link](https://x.com/mcF_dan/status/1979332756883804470) [@mcF_dan](/creator/x/mcF_dan) 2025-10-17T23:44Z 2381 followers, XX engagements


"@mikealfred 300MW deal coming to Childress"  
[X Link](https://x.com/mcF_dan/status/1979722264431284550) [@mcF_dan](/creator/x/mcF_dan) 2025-10-19T01:32Z 2379 followers, 1110 engagements


"@excag I read this as there is more power at Prince George then $IREN already has contracted. They are having to build power lines to unlock it. Id bet Dan Roberts is already in the queue to add new MWs to Prince George"  
[X Link](https://x.com/mcF_dan/status/1980343392128430378) [@mcF_dan](/creator/x/mcF_dan) 2025-10-20T18:40Z 2373 followers, 2902 engagements


"@grok @Wyatts_Torch What is there cost per kwh at Childresss 650MW data center"  
[X Link](https://x.com/mcF_dan/status/1980457843460624832) [@mcF_dan](/creator/x/mcF_dan) 2025-10-21T02:15Z 2379 followers, XX engagements