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# ![@FransBakker9812 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1732263448640413696.png) @FransBakker9812 Frans Bakker

Iren Limited ($iren) has been making significant strides in the AI infrastructure space, recently doubling its AI GPU fleet to XXXXXX GPUs and securing a deal with FluidStack. The company's expansion plans, including a new data center in Texas, are underway, with construction accelerating at its Barber Lake site. Iren's growth in the AI sector has positively impacted its stock, with investors showing interest in its unique infrastructure-heavy, hardware-light approach.

### Engagements: XXXXXX [#](/creator/twitter::1732263448640413696/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1732263448640413696/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +73%
- X Months XXXXXXXXX +543%
- X Year XXXXXXXXXX +1,947%

### Mentions: XX [#](/creator/twitter::1732263448640413696/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1732263448640413696/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +1%
- X Months XXXXX +202%
- X Year XXXXX +227%

### Followers: XXXXXX [#](/creator/twitter::1732263448640413696/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1732263448640413696/c:line/m:followers.svg)

- X Week XXXXXX +6.30%
- X Month XXXXXX +37%
- X Months XXXXXX +321%
- X Year XXXXXX +644%

### CreatorRank: XXXXXXX [#](/creator/twitter::1732263448640413696/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1732263448640413696/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1732263448640413696/influence)
---

**Social category influence**
[stocks](/list/stocks)  #2349 [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$iren](/topic/$iren) #11, [iren limited](/topic/iren-limited) #11, [gpu](/topic/gpu) #683, [mikealfred](/topic/mikealfred) 0.57%, [infrastructure](/topic/infrastructure) #92, [cipher mining](/topic/cipher-mining) #211, [$cifr](/topic/$cifr) #205, [instead of](/topic/instead-of) 0.38%, [bitcoin](/topic/bitcoin) 0.38%, [mining](/topic/mining) #607

**Top accounts mentioned or mentioned by**
[@thekamahsutra](/creator/undefined) [@irenltd](/creator/undefined) [@metaplanetjp](/creator/undefined) [@atzaran3](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@litigiousdulce](/creator/undefined) [@umbisam](/creator/undefined) [@ericjackson](/creator/undefined) [@agrippainv](/creator/undefined) [@mikealfred](/creator/undefined) [@alphatrader00](/creator/undefined) [@313ronnieb](/creator/undefined) [@trailinvest](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@proof_of_thermo](/creator/undefined) [@agrippa_inv](/creator/undefined) [@alanbialo](/creator/undefined) [@danroberts0101](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@jarronjackson4](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [Bitcoin (BTC)](/topic/bitcoin) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Morgan Stanley (MS)](/topic/morgan-stanley) [TeraWulf Inc. (WULF)](/topic/terawulf) [Palantir (PLTR)](/topic/$pltr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Galaxy Digital Inc. (GLXY)](/topic/$glxy)
### Top Social Posts [#](/creator/twitter::1732263448640413696/posts)
---
Top posts by engagements in the last XX hours

"$IREN Thank you pre-market marauders😀"  
[X Link](https://x.com/FransBakker9812/status/1979112626950164562) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:09Z 15.1K followers, 25.3K engagements


"I just want to point out that $IREN is certainly able to get more signed contracts and predictable revenue. Let's go back a few months and realize that $NBIS was literally doing the same: projecting ARR for EOY 2025. Now IREN may be behind in this. But it can change overnight when they will get a bare-metal deal (that's their core business after all). So the comparison here is more: company A has already done what company B is aiming to do. But for that it has also received a significant MC upgrade. So to compare them right now is obviously beneficial for $NBIS but the revenues won't hit the"  
[X Link](https://x.com/FransBakker9812/status/1979493351234896300) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-18T10:22Z 15.1K followers, XXX engagements


"Anthony Lewis Macquarie Group Veteran and IRENs New Chief Capital Officer Professional Biography and Career at Macquarie Group (made with GPU'sπŸ€–) Anthony Lewis is a seasoned financial executive who spent XX years at Macquarie Group a leading global financial services and asset management firm. During his tenure at Macquarie (a company with a market cap over $XX billion and operations in XX markets ) Lewis held various senior roles in the Group Treasury division. He ultimately rose to become Co-Treasurer (Co-Head of Group Treasury) at Macquarie where he was responsible for the banks global"  
[X Link](https://x.com/FransBakker9812/status/1940045223121539396) [@FransBakker9812](/creator/x/FransBakker9812) 2025-07-01T13:50Z 15K followers, 13.3K engagements


"$IREN August Monthly Update"  
[X Link](https://x.com/FransBakker9812/status/1964996368495210760) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-08T10:16Z 15K followers, 70.3K engagements


"$IREN Full Roth Report: PT to $XX SOTP: Financials + outlook: Valuation: IREN Limited (IREN) We apply a sum-of-the-parts analysis making assumptions about the future power mix of IREN's power portfolio among self-mining AI Cloud and HPC colocation. We then heavily discount these figures back to account for visibility financing and execution risk in addition to incremental debt and stub equity. In aggregate we arrive at a combined mCap of $31B or $82/share which is our price target. Factors that could impede $IREN from reaching our price target include: changes in Bitcoin price changes in"  
[X Link](https://x.com/FransBakker9812/status/1970482597441470875) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-23T13:37Z 15K followers, 71.3K engagements


"Risks: IREN Limited (IREN) Bitcoin Price: As a Bitcoin miner IRENs results and value are highly sensitive to BTC price. Volatility halving events and other BTC dynamics can materially swing revenue margins and liquidity. Regulation: BTC faces shifting global rules. New or stricter policies could affect BTC use mining permits site development and market accesspressuring BTC price and/or limiting IRENs ability to operate in some regions. Unproven new business segments: IREN is expanding into AI Cloud/HPC. These are capital-intensive and early for IREN; execution demand and utilization risks are"  
[X Link](https://x.com/FransBakker9812/status/1970482603598700706) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-23T13:37Z 15K followers, 3478 engagements


"$IREN rated a buy by @techstockpros on SA - IREN Limited doubled its AI GPU fleet to 23000 GPUs more than doubling its target of 10900 by year's end. - IREN's expansion primarily leverages Blackwell series Nvidia GPUs giving it a pricing edge and making us expect a fast-paced ARR growth for the AI Cloud business now estimated to be +$500M. - Theres little margin of safety at current levels if GPU deployment or utilization faces any hiccups; however we think any IREN stock pullback is a buying opportunity. - We are bullish about IREN stock in the near-to-mid term as we see more good news on"  
[X Link](https://x.com/FransBakker9812/status/1970800606542524811) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-24T10:40Z 15K followers, 46K engagements


"$IREN $XXX Million Convertible Senior Notes A summer by ChatGPT Transaction Overview - Principal amount: $XXX million (convertible senior notes due 7/1/2031) - Coupon: XXXX% - Conversion premium: +42.5% to $XXXXX per share (vs. $XXXXX reference price on Oct X 2025) - Initial conversion ratio: XXXXXXX shares per $1000 note - Maturity: July X 2031 - Settlement date expected: October XX 2025 - Optional upsizing: + $XXX million within XX days of issuance Capped Call Structure - Cap price: $XXXXXX per share ( XXX% above spot) - Purpose: Offsets dilution and/or excess cash payments if notes convert"  
[X Link](https://x.com/FransBakker9812/status/1976240245101252897) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-09T10:56Z 15K followers, 33.3K engagements


"Summary of Morgan Stanley AI/Tech Diffusion: The Non-Linear Rate of AI Improvement (Oct X 2025) Central Thesis Morgan Stanley argues that 2026 could deliver a non-linear step-change in large-language-model (LLM) capabilities as U.S. developers apply roughly XX more compute to frontier-model training. If existing scaling laws hold intelligence could roughly double igniting a broad re-pricing of assets tied to AI infrastructure energy minerals and non-reproducible physical assets. X Key Takeaways X Structural Framework X Why This Matters for $IREN Shareholders A. Positioning in the"  
[X Link](https://x.com/FransBakker9812/status/1976684560264871948) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-10T16:21Z 15K followers, 38.9K engagements


"@midlevelcruiser Why not"  
[X Link](https://x.com/FransBakker9812/status/1976850203237138792) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-11T03:19Z 15K followers, XXX engagements


"@MVanbrunsc47513 @eisokant @CoreWeave Come on that's not a real reply. You know what I mean"  
[X Link](https://x.com/FransBakker9812/status/1978496395045695590) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T16:21Z 15K followers, XXX engagements


"@MVanbrunsc47513 @eisokant @CoreWeave Uh yes I was. That's the point. Since when can a software company build data centers Not since today they hired a guy a few months ago but this must be outsourced. Let's see who they will find to do this for them"  
[X Link](https://x.com/FransBakker9812/status/1978506435341218240) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T17:01Z 15K followers, XXX engagements


"Agree. And probably there is more power available in the coming years on that switch. The hardware of the switch can allow for even more than 1.4GW tapped but would probably need a new POI. I do truly believe it will be a campus and I think battery+solar are going to be incorporated. So maybe these X ingredients can even make for a more interesting mix. With or without disturbing/involving the anchors"  
[X Link](https://x.com/FransBakker9812/status/1978825504221180155) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-16T14:08Z 15K followers, XXX engagements


"@pepe_maltese 🎯 exactly this is how I would like to see it"  
[X Link](https://x.com/FransBakker9812/status/1978840776831377701) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-16T15:09Z 15K followers, XXX engagements


"@KampnerSam Aha yeah those I'm not invested in πŸ˜…"  
[X Link](https://x.com/FransBakker9812/status/1978857079986069705) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-16T16:14Z 15K followers, XXX engagements


"Sure but we are speaking to someone who has called the top in $IREN for months. Especially for someone who calls himself "the long investor" he should consider that exact context. No hatred here to be honest I hardly ever see his posts I only see him when people call him out πŸ˜‚"  
[X Link](https://x.com/FransBakker9812/status/1979011396282257475) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T02:27Z 15K followers, XXX engagements


"I'm expecting revenues to hit the PnL in FY 2027. So that will be starting July 1st 2026. Save for potentially some bitcoin mining in the last weeks of June. (if they go that route). We're in a key moment in time where $IREN is probably very busy on multiple fronts to secure a absolute monster FY 2027. Horizon X should be the key in unlocking the next big leg up in the stock"  
[X Link](https://x.com/FransBakker9812/status/1979014353790865474) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T02:39Z 15K followers, XXX engagements


"@MarioMu89037242 @LouBasenese $IREN has no X year depreciation schedule for anything. 10-20 years on land and data centers X years on GPUs X years on ASICs All straight line depreciation. At least this was the case last time I checked. Jim is applying the wrong metrics on purpose"  
[X Link](https://x.com/FransBakker9812/status/1979016876131831935) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T02:49Z 15K followers, XXX engagements


"But then sign a bare-metal deal for 300MW. They are still in dire need to grow their core business. Thats why they used this to fundraise for that. I mean it's coming but that can be said for Iren on the infra/TOC side. Its not black and white mosr likely both will win. Iren on more capacity at bare metal rates. Nbis on less capacity at PaaS rates. Its just not a fight at all X different animals with some overlap"  
[X Link](https://x.com/FransBakker9812/status/1979094478616170810) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T07:57Z 15K followers, XXX engagements


"Just look in the mirror then And you know what this dip is being bought up in the pre-market. Will we see a repeat of last month OPEX Everyone fearful CPI hot market: pump it. Well no matter what this is just a blip. $IREN builds data centers that last decades surely we can take a XX% haircut from last week 😎"  
[X Link](https://x.com/FransBakker9812/status/1979114069920804881) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:15Z 15K followers, XXX engagements


"@alikidman I've been exercising $XX calls and arrived at $XXXX avg. The best is yet to come 😎πŸ”₯"  
[X Link](https://x.com/FransBakker9812/status/1979120319513133429) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:40Z 15K followers, XXX engagements


"$IREN Massive news If this gives us a last dip before we run I'm a buyer. Will some of this money go to Horizon X GPU's Or do we think this is all for Canada πŸ€” Bullish Accelerate πŸ”₯πŸ”₯"  
[X Link](https://x.com/FransBakker9812/status/1975740865583747260) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-08T01:51Z 15.1K followers, 40.9K engagements


"@mikealfred Bernstein gave $IREN a $XX PT time for a revision"  
[X Link](https://x.com/FransBakker9812/status/1976627710622646301) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-10T12:35Z 15.1K followers, 5368 engagements


"@TheKamaHsutra @Atzaran3 @litigious_dulce Corsicana is too small with or without mining buildings"  
[X Link](https://x.com/FransBakker9812/status/1977700271468765210) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-13T11:37Z 15K followers, 2190 engagements


"@eisokant @CoreWeave Lol what Eiso 2GW called Horizon Since when do you guys build data centers πŸ˜…"  
[X Link](https://x.com/FransBakker9812/status/1978463152972173498) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T14:09Z 15K followers, 9027 engagements


"@closenberger @TheLongInvest We need clowns like this to make a market. As actual long $IREN investor a -X% day means nothing to me. The sooner you forget about these guys the better your life will be. After being up 10x this year you think we feel humbled by a guy like this 🀣"  
[X Link](https://x.com/FransBakker9812/status/1978983622443995565) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T00:37Z 15K followers, 12.6K engagements


"Lease the GB and own the B. Max utilize existing air-cooled infrastructure with B's. Only build to GB spec what will allow for max Rubin CPX deployment eoy 2026. On top of that sign a IaaS deal where the contract takes care of the obsolescence. Alternatively keep colo as back up. The token economics will favor the large scale that Iren has planned to energize. Margins may compress during 2026 but will expand during 2027 and beyond especially if they will be able to add a software layer on top of their current bare metal but thats a bonus and not a moat"  
[X Link](https://x.com/FransBakker9812/status/1979566564153147450) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-18T15:13Z 15.1K followers, XXX engagements


"$CIFR vs $WULF A Headline Comparison by ChatGPT Both Cipher Mining $CIFR and TeraWulf $WULF signed major 10-year high-performance computing (HPC) colocation deals with Fluidstack. Below is a clear comparison of the key aspects of these agreements: Hosting Capacity & Site Location: - Cipher Mining will provide XXX MW of critical IT load (supported by up to XXX MW gross capacity) at its Barber Lake data center site in Colorado City Texas. - TeraWulf in contrast is delivering 200+ MW of IT load (250 MW gross) at its Lake Mariner data center campus in western New York. TeraWulfs facility is"  
[X Link](https://x.com/FransBakker9812/status/1971187781842927955) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-25T12:19Z 15.1K followers, 94.2K engagements


"Does $IREN see $XX handle next week"  
[X Link](https://x.com/FransBakker9812/status/1976845933053985257) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-11T03:02Z 15.1K followers, 13.2K engagements


"@mikealfred Happy is an overstatement where is my last chance to buy $IREN below $XX 😀"  
[X Link](https://x.com/FransBakker9812/status/1979163430931304733) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T12:31Z 15.1K followers, 5867 engagements


"$CIFR Barber Lake Update πŸ”₯ Cipher Mining announced their August monthly update yesterday. The focus of this report was on Black Pearl which is currently bringing in almost XX% of the total BTC mined by the company. With all the focus on Black Pearl but a lot of buzz in the recent weeks about an imminent colocation deal for @CipherInc I took the liberty to go and have a look at their Barber Lake site and was not surprised with what I found. In the last X weeks earth works have commenced on the Barber Lake site. In the image we can see that at both locations (numbered X and 2) there are clear"  
[X Link](https://x.com/FransBakker9812/status/1963845402785956350) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-05T06:03Z 15.1K followers, 172.3K engagements


"$CIFR Barber Lake Accelerating Since there's not a lot to report on $IREN I decided to take another look at Cipher's Barber Lake site. It is clear that they are accelerating the civil works and the main data center area is being graded at a rapid pace. For those of you that don't know much about this site here is a little bit of additional information. Barber Lake is a 138kV substation that has been on the parcel - currently owned by $CIFR - for years. What makes Barber Lake as a site so attractive is that not only that there is 300MW on the Barber Lake substation available today but there is"  
[X Link](https://x.com/FransBakker9812/status/1968875479961616816) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-19T03:11Z 15.1K followers, 237.5K engagements


"$IREN Do you want your logo on the top or bottom row "yes" This is it assert dominance. There is no second row"  
[X Link](https://x.com/FransBakker9812/status/1975912013961539716) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-08T13:11Z 15.1K followers, 117.6K engagements


"$IREN is green βœ… Frans is red 🦞 LFG πŸ”₯"  
[X Link](https://x.com/FransBakker9812/status/1976315215731138792) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-09T15:54Z 15.1K followers, 14.3K engagements


"$IREN Good Morning: $XX In Pre-Market Sources saying XX is imminent πŸ‘€"  
[X Link](https://x.com/FransBakker9812/status/1976560957787717873) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-10T08:10Z 15.1K followers, 40.6K engagements


"Happy weekend $IREN fam From +8% to -X% on Friday I slept right through the noise. Know what you own and don't let a good crisis go to waste 😎 See you Sunday 9PM 🫑"  
[X Link](https://x.com/FransBakker9812/status/1976892293262328159) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-11T06:07Z 15.1K followers, 20.2K engagements


"Why $IREN Was Removed from the IBD XX (By ChatGPT) Key finding: IRENs removal from the IBD XX list in the week of October XX 2025 was almost certainly caused by its $XXX million convertible-note offering announced on October X not by performance or editorial rotation. X. Nature of the Event IREN issued X% convertible senior notes due 2031 raising $XXX million. Such convertible financings are treated by Investors Business Daily as corporate events that can temporarily disqualify a stock from eligibility in the IBD XX. X. Why IBD Excludes Companies After Large Offerings IBDs rule-based"  
[X Link](https://x.com/FransBakker9812/status/1977269894480581071) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-12T07:07Z 15.1K followers, 91.9K engagements


"@JackMenshaw Did he remove his account I have a lead that indicates $IREN may be exploring to work with $EOSE. This may be a signal"  
[X Link](https://x.com/FransBakker9812/status/1977356792888701337) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-12T12:52Z 15.1K followers, 8741 engagements


"I really like the way my watchlist is ordered. From these X I missed the train X times faded X openly (even mocked investing in it) and I own X. LFG $EOSE πŸ”₯"  
[X Link](https://x.com/FransBakker9812/status/1977771910986453404) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-13T16:22Z 15.1K followers, 13.6K engagements


"Yeah if you could do $IREN -XXX% during market hours instead of overnight and pre-market that'd be great. sincerely: options traders/owners/buyers/sellers 😀"  
[X Link](https://x.com/FransBakker9812/status/1978076412847292745) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-14T12:32Z 15.1K followers, 50K engagements


"@mikealfred When do you sleep 🀣"  
[X Link](https://x.com/FransBakker9812/status/1978375183296573726) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T08:19Z 15.1K followers, 4869 engagements


"Inspiring to see $IREN engaging directly with the next generation of Texas tech talent πŸ’‘ This week the team spent the day at Texas State Technical College West Texas connecting with students and sharing insights into the rapidly evolving world of AI infrastructure data centers and sustainable energy innovation. With projects expanding across the region and a growing demand for skilled technicians and engineers its exciting to see companies like @IREN_Ltd investing in local education and future workforce development. The future is bright and built right"  
[X Link](https://x.com/FransBakker9812/status/1978440309382971605) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T12:38Z 15.1K followers, 20K engagements


"This guy is smart read his thread and you will know why I don't respond to the OP anymore. We actually know now who OP is IRL I won't dox him but he should really consider if it's worth to fud $IREN and what his employer would think of that after investing $460m in $GLXY"  
[X Link](https://x.com/FransBakker9812/status/1978519378846003532) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-15T17:52Z 15.1K followers, 39.1K engagements


"@markswordz This is going to be one of our best spaces πŸ”₯ Thanks for subscribing sir Mark my words $IREN to X digits within X earnings"  
[X Link](https://x.com/FransBakker9812/status/1979113261124419588) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:12Z 15.1K followers, 1333 engagements


"$IREN @poolsideai Rexie boy I think it's time for a Poolside edition of Project Horizon. @eisokant will break ground in the coming XX days Not only did he steal our name he is trying to beat our energization date Rex we need your help pack the shovel and help us out"  
[X Link](https://x.com/FransBakker9812/status/1979114757853438209) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:18Z 15.1K followers, 16.4K engagements


"52 Week Range: $XXXX - $XXXXX This is not a meme stock ladies and gentlemen. This is $IREN a next-generation data center company that utilizes XXX% renewable energy and hires locals veterans and the best people that Texas and Canada have to offer. Thank you for your attention to this matter"  
[X Link](https://x.com/FransBakker9812/status/1979124628619694533) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T09:57Z 15.1K followers, 19.5K engagements


"I see XX bookmarks I didn't hear no bell I called $XX and we are having a XX later tonight. Not parental advice. $IREN"  
[X Link](https://x.com/FransBakker9812/status/1979152409357422783) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T11:47Z 15.1K followers, 27.2K engagements


"Why are $XX anon Why I know the answer stop calling $IREN"  
[X Link](https://x.com/FransBakker9812/status/1979252811935420531) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T18:26Z 15.1K followers, 13.5K engagements


"Well done you put a lot of effort into this. I really enjoy this style of debunking. That said I muted this guy a few months ago. I have lost the patience to converse with people that are unwilling to learn anything or even actually read it in the first place. I think WT is not a bear but a troll/hater. To me he is in the same camp as Rittenhouse who we learned has professional reasons to spread fud and lies about $IREN. I know we shouldn't wish for an echo chamber on here but some of these guys just don't deserve the attention. Nevertheless good post πŸ‘"  
[X Link](https://x.com/FransBakker9812/status/1979457375309570213) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-18T07:59Z 15.1K followers, 2533 engagements


"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS πŸ”₯"  
[X Link](https://x.com/FransBakker9812/status/1970083372530577452) [@FransBakker9812](/creator/x/FransBakker9812) 2025-09-22T11:10Z 15.1K followers, 178.4K engagements


"@bitcoinbutcher1 @litigious_dulce @edvestments @TheKamaHsutra $IREN Sweetwater X expansion"  
[X Link](https://x.com/FransBakker9812/status/1975033218450804951) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-06T02:59Z 15.1K followers, 17.6K engagements


"I'm going to taunt fate and say we are going higher next week. Trump will smoothen it out with Xi. CPI will be a nothing burger. $IREN closes convert on Tuesday and may announce a new GPU purchase. Nothing has fundamentally changed. This market is ready to rip higher. NFA GL&HF"  
[X Link](https://x.com/FransBakker9812/status/1976937645428425102) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-11T09:07Z 15.1K followers, 88.9K engagements


"US Hyperscale Data Center Market Industry Outlook & Forecast 2025-2030 Liquid Cooling Revolutionizes AI/ML Workloads in U.S. Data Centers The U.S. hyperscale data center market is projected to expand at a CAGR of XXXX% from 2024 to 2030 driven by AI ML and automation demands. Key trends include liquid cooling solutions for AI workloads which improve efficiency and reduce downtime risks. Significant investments are being made like $IREN's XX MW AI data center in Texas and Vantage's $XX billion Frontier Campus. Microsoft and Google are advancing energy-efficient technologies aiming for"  
[X Link](https://x.com/FransBakker9812/status/1978779681429291288) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-16T11:06Z 15.1K followers, 18K engagements


"$IREN Live Space 10/19 at 9PM ET Neocloud & Infrastructure everything from energy to racks to compute. This week we have a great line-up for you. @brianfry01 @bitcoinbutcher1 @KashRamki @litigious_dulce @TheKamaHsutra Will be recorded RSVP:"  
[X Link](https://x.com/FransBakker9812/status/1979020837392126294) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-17T03:05Z 15.1K followers, 88.5K engagements


"$IREN Not if but when. 2026-2027 then"  
[X Link](https://x.com/FransBakker9812/status/1979543941793149109) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-18T13:43Z 15.1K followers, 99.5K engagements


"$IREN parties are the best parties anyway"  
[X Link](https://x.com/FransBakker9812/status/1979773852487168038) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-19T04:57Z 15.1K followers, 50.5K engagements


"$IREN 4x upside in XX months Tune in to our space tonight and hear Butcher explain his reasoning"  
[X Link](https://x.com/FransBakker9812/status/1979886477355143383) [@FransBakker9812](/creator/x/FransBakker9812) 2025-10-19T12:24Z 15.1K followers, 51.7K engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@FransBakker9812 Avatar @FransBakker9812 Frans Bakker

Iren Limited ($iren) has been making significant strides in the AI infrastructure space, recently doubling its AI GPU fleet to XXXXXX GPUs and securing a deal with FluidStack. The company's expansion plans, including a new data center in Texas, are underway, with construction accelerating at its Barber Lake site. Iren's growth in the AI sector has positively impacted its stock, with investors showing interest in its unique infrastructure-heavy, hardware-light approach.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +73%
  • X Months XXXXXXXXX +543%
  • X Year XXXXXXXXXX +1,947%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +1%
  • X Months XXXXX +202%
  • X Year XXXXX +227%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +6.30%
  • X Month XXXXXX +37%
  • X Months XXXXXX +321%
  • X Year XXXXXX +644%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks #2349 finance XXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX% fashion brands XXXX%

Social topic influence $iren #11, iren limited #11, gpu #683, mikealfred 0.57%, infrastructure #92, cipher mining #211, $cifr #205, instead of 0.38%, bitcoin 0.38%, mining #607

Top accounts mentioned or mentioned by @thekamahsutra @irenltd @metaplanetjp @atzaran3 @thebtcminingguy @litigiousdulce @umbisam @ericjackson @agrippainv @mikealfred @alphatrader00 @313ronnieb @trailinvest @bitcoinbutcher1 @proof_of_thermo @agrippa_inv @alanbialo @danroberts0101 @jiahanjimliu @jarronjackson4

Top assets mentioned IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) Eos Energy Enterprises, Inc. (EOSE) Nebius Group N.V. Class A Ordinary Shares (NBIS) Morgan Stanley (MS) TeraWulf Inc. (WULF) Palantir (PLTR) Robinhood Markets, Inc. (HOOD) Rocket Lab USA, Inc. Common Stock (RKLB) Galaxy Digital Inc. (GLXY)

Top Social Posts #


Top posts by engagements in the last XX hours

"$IREN Thank you pre-market marauders😀"
X Link @FransBakker9812 2025-10-17T09:09Z 15.1K followers, 25.3K engagements

"I just want to point out that $IREN is certainly able to get more signed contracts and predictable revenue. Let's go back a few months and realize that $NBIS was literally doing the same: projecting ARR for EOY 2025. Now IREN may be behind in this. But it can change overnight when they will get a bare-metal deal (that's their core business after all). So the comparison here is more: company A has already done what company B is aiming to do. But for that it has also received a significant MC upgrade. So to compare them right now is obviously beneficial for $NBIS but the revenues won't hit the"
X Link @FransBakker9812 2025-10-18T10:22Z 15.1K followers, XXX engagements

"Anthony Lewis Macquarie Group Veteran and IRENs New Chief Capital Officer Professional Biography and Career at Macquarie Group (made with GPU'sπŸ€–) Anthony Lewis is a seasoned financial executive who spent XX years at Macquarie Group a leading global financial services and asset management firm. During his tenure at Macquarie (a company with a market cap over $XX billion and operations in XX markets ) Lewis held various senior roles in the Group Treasury division. He ultimately rose to become Co-Treasurer (Co-Head of Group Treasury) at Macquarie where he was responsible for the banks global"
X Link @FransBakker9812 2025-07-01T13:50Z 15K followers, 13.3K engagements

"$IREN August Monthly Update"
X Link @FransBakker9812 2025-09-08T10:16Z 15K followers, 70.3K engagements

"$IREN Full Roth Report: PT to $XX SOTP: Financials + outlook: Valuation: IREN Limited (IREN) We apply a sum-of-the-parts analysis making assumptions about the future power mix of IREN's power portfolio among self-mining AI Cloud and HPC colocation. We then heavily discount these figures back to account for visibility financing and execution risk in addition to incremental debt and stub equity. In aggregate we arrive at a combined mCap of $31B or $82/share which is our price target. Factors that could impede $IREN from reaching our price target include: changes in Bitcoin price changes in"
X Link @FransBakker9812 2025-09-23T13:37Z 15K followers, 71.3K engagements

"Risks: IREN Limited (IREN) Bitcoin Price: As a Bitcoin miner IRENs results and value are highly sensitive to BTC price. Volatility halving events and other BTC dynamics can materially swing revenue margins and liquidity. Regulation: BTC faces shifting global rules. New or stricter policies could affect BTC use mining permits site development and market accesspressuring BTC price and/or limiting IRENs ability to operate in some regions. Unproven new business segments: IREN is expanding into AI Cloud/HPC. These are capital-intensive and early for IREN; execution demand and utilization risks are"
X Link @FransBakker9812 2025-09-23T13:37Z 15K followers, 3478 engagements

"$IREN rated a buy by @techstockpros on SA - IREN Limited doubled its AI GPU fleet to 23000 GPUs more than doubling its target of 10900 by year's end. - IREN's expansion primarily leverages Blackwell series Nvidia GPUs giving it a pricing edge and making us expect a fast-paced ARR growth for the AI Cloud business now estimated to be +$500M. - Theres little margin of safety at current levels if GPU deployment or utilization faces any hiccups; however we think any IREN stock pullback is a buying opportunity. - We are bullish about IREN stock in the near-to-mid term as we see more good news on"
X Link @FransBakker9812 2025-09-24T10:40Z 15K followers, 46K engagements

"$IREN $XXX Million Convertible Senior Notes A summer by ChatGPT Transaction Overview - Principal amount: $XXX million (convertible senior notes due 7/1/2031) - Coupon: XXXX% - Conversion premium: +42.5% to $XXXXX per share (vs. $XXXXX reference price on Oct X 2025) - Initial conversion ratio: XXXXXXX shares per $1000 note - Maturity: July X 2031 - Settlement date expected: October XX 2025 - Optional upsizing: + $XXX million within XX days of issuance Capped Call Structure - Cap price: $XXXXXX per share ( XXX% above spot) - Purpose: Offsets dilution and/or excess cash payments if notes convert"
X Link @FransBakker9812 2025-10-09T10:56Z 15K followers, 33.3K engagements

"Summary of Morgan Stanley AI/Tech Diffusion: The Non-Linear Rate of AI Improvement (Oct X 2025) Central Thesis Morgan Stanley argues that 2026 could deliver a non-linear step-change in large-language-model (LLM) capabilities as U.S. developers apply roughly XX more compute to frontier-model training. If existing scaling laws hold intelligence could roughly double igniting a broad re-pricing of assets tied to AI infrastructure energy minerals and non-reproducible physical assets. X Key Takeaways X Structural Framework X Why This Matters for $IREN Shareholders A. Positioning in the"
X Link @FransBakker9812 2025-10-10T16:21Z 15K followers, 38.9K engagements

"@midlevelcruiser Why not"
X Link @FransBakker9812 2025-10-11T03:19Z 15K followers, XXX engagements

"@MVanbrunsc47513 @eisokant @CoreWeave Come on that's not a real reply. You know what I mean"
X Link @FransBakker9812 2025-10-15T16:21Z 15K followers, XXX engagements

"@MVanbrunsc47513 @eisokant @CoreWeave Uh yes I was. That's the point. Since when can a software company build data centers Not since today they hired a guy a few months ago but this must be outsourced. Let's see who they will find to do this for them"
X Link @FransBakker9812 2025-10-15T17:01Z 15K followers, XXX engagements

"Agree. And probably there is more power available in the coming years on that switch. The hardware of the switch can allow for even more than 1.4GW tapped but would probably need a new POI. I do truly believe it will be a campus and I think battery+solar are going to be incorporated. So maybe these X ingredients can even make for a more interesting mix. With or without disturbing/involving the anchors"
X Link @FransBakker9812 2025-10-16T14:08Z 15K followers, XXX engagements

"@pepe_maltese 🎯 exactly this is how I would like to see it"
X Link @FransBakker9812 2025-10-16T15:09Z 15K followers, XXX engagements

"@KampnerSam Aha yeah those I'm not invested in πŸ˜…"
X Link @FransBakker9812 2025-10-16T16:14Z 15K followers, XXX engagements

"Sure but we are speaking to someone who has called the top in $IREN for months. Especially for someone who calls himself "the long investor" he should consider that exact context. No hatred here to be honest I hardly ever see his posts I only see him when people call him out πŸ˜‚"
X Link @FransBakker9812 2025-10-17T02:27Z 15K followers, XXX engagements

"I'm expecting revenues to hit the PnL in FY 2027. So that will be starting July 1st 2026. Save for potentially some bitcoin mining in the last weeks of June. (if they go that route). We're in a key moment in time where $IREN is probably very busy on multiple fronts to secure a absolute monster FY 2027. Horizon X should be the key in unlocking the next big leg up in the stock"
X Link @FransBakker9812 2025-10-17T02:39Z 15K followers, XXX engagements

"@MarioMu89037242 @LouBasenese $IREN has no X year depreciation schedule for anything. 10-20 years on land and data centers X years on GPUs X years on ASICs All straight line depreciation. At least this was the case last time I checked. Jim is applying the wrong metrics on purpose"
X Link @FransBakker9812 2025-10-17T02:49Z 15K followers, XXX engagements

"But then sign a bare-metal deal for 300MW. They are still in dire need to grow their core business. Thats why they used this to fundraise for that. I mean it's coming but that can be said for Iren on the infra/TOC side. Its not black and white mosr likely both will win. Iren on more capacity at bare metal rates. Nbis on less capacity at PaaS rates. Its just not a fight at all X different animals with some overlap"
X Link @FransBakker9812 2025-10-17T07:57Z 15K followers, XXX engagements

"Just look in the mirror then And you know what this dip is being bought up in the pre-market. Will we see a repeat of last month OPEX Everyone fearful CPI hot market: pump it. Well no matter what this is just a blip. $IREN builds data centers that last decades surely we can take a XX% haircut from last week 😎"
X Link @FransBakker9812 2025-10-17T09:15Z 15K followers, XXX engagements

"@alikidman I've been exercising $XX calls and arrived at $XXXX avg. The best is yet to come 😎πŸ”₯"
X Link @FransBakker9812 2025-10-17T09:40Z 15K followers, XXX engagements

"$IREN Massive news If this gives us a last dip before we run I'm a buyer. Will some of this money go to Horizon X GPU's Or do we think this is all for Canada πŸ€” Bullish Accelerate πŸ”₯πŸ”₯"
X Link @FransBakker9812 2025-10-08T01:51Z 15.1K followers, 40.9K engagements

"@mikealfred Bernstein gave $IREN a $XX PT time for a revision"
X Link @FransBakker9812 2025-10-10T12:35Z 15.1K followers, 5368 engagements

"@TheKamaHsutra @Atzaran3 @litigious_dulce Corsicana is too small with or without mining buildings"
X Link @FransBakker9812 2025-10-13T11:37Z 15K followers, 2190 engagements

"@eisokant @CoreWeave Lol what Eiso 2GW called Horizon Since when do you guys build data centers πŸ˜…"
X Link @FransBakker9812 2025-10-15T14:09Z 15K followers, 9027 engagements

"@closenberger @TheLongInvest We need clowns like this to make a market. As actual long $IREN investor a -X% day means nothing to me. The sooner you forget about these guys the better your life will be. After being up 10x this year you think we feel humbled by a guy like this 🀣"
X Link @FransBakker9812 2025-10-17T00:37Z 15K followers, 12.6K engagements

"Lease the GB and own the B. Max utilize existing air-cooled infrastructure with B's. Only build to GB spec what will allow for max Rubin CPX deployment eoy 2026. On top of that sign a IaaS deal where the contract takes care of the obsolescence. Alternatively keep colo as back up. The token economics will favor the large scale that Iren has planned to energize. Margins may compress during 2026 but will expand during 2027 and beyond especially if they will be able to add a software layer on top of their current bare metal but thats a bonus and not a moat"
X Link @FransBakker9812 2025-10-18T15:13Z 15.1K followers, XXX engagements

"$CIFR vs $WULF A Headline Comparison by ChatGPT Both Cipher Mining $CIFR and TeraWulf $WULF signed major 10-year high-performance computing (HPC) colocation deals with Fluidstack. Below is a clear comparison of the key aspects of these agreements: Hosting Capacity & Site Location: - Cipher Mining will provide XXX MW of critical IT load (supported by up to XXX MW gross capacity) at its Barber Lake data center site in Colorado City Texas. - TeraWulf in contrast is delivering 200+ MW of IT load (250 MW gross) at its Lake Mariner data center campus in western New York. TeraWulfs facility is"
X Link @FransBakker9812 2025-09-25T12:19Z 15.1K followers, 94.2K engagements

"Does $IREN see $XX handle next week"
X Link @FransBakker9812 2025-10-11T03:02Z 15.1K followers, 13.2K engagements

"@mikealfred Happy is an overstatement where is my last chance to buy $IREN below $XX 😀"
X Link @FransBakker9812 2025-10-17T12:31Z 15.1K followers, 5867 engagements

"$CIFR Barber Lake Update πŸ”₯ Cipher Mining announced their August monthly update yesterday. The focus of this report was on Black Pearl which is currently bringing in almost XX% of the total BTC mined by the company. With all the focus on Black Pearl but a lot of buzz in the recent weeks about an imminent colocation deal for @CipherInc I took the liberty to go and have a look at their Barber Lake site and was not surprised with what I found. In the last X weeks earth works have commenced on the Barber Lake site. In the image we can see that at both locations (numbered X and 2) there are clear"
X Link @FransBakker9812 2025-09-05T06:03Z 15.1K followers, 172.3K engagements

"$CIFR Barber Lake Accelerating Since there's not a lot to report on $IREN I decided to take another look at Cipher's Barber Lake site. It is clear that they are accelerating the civil works and the main data center area is being graded at a rapid pace. For those of you that don't know much about this site here is a little bit of additional information. Barber Lake is a 138kV substation that has been on the parcel - currently owned by $CIFR - for years. What makes Barber Lake as a site so attractive is that not only that there is 300MW on the Barber Lake substation available today but there is"
X Link @FransBakker9812 2025-09-19T03:11Z 15.1K followers, 237.5K engagements

"$IREN Do you want your logo on the top or bottom row "yes" This is it assert dominance. There is no second row"
X Link @FransBakker9812 2025-10-08T13:11Z 15.1K followers, 117.6K engagements

"$IREN is green βœ… Frans is red 🦞 LFG πŸ”₯"
X Link @FransBakker9812 2025-10-09T15:54Z 15.1K followers, 14.3K engagements

"$IREN Good Morning: $XX In Pre-Market Sources saying XX is imminent πŸ‘€"
X Link @FransBakker9812 2025-10-10T08:10Z 15.1K followers, 40.6K engagements

"Happy weekend $IREN fam From +8% to -X% on Friday I slept right through the noise. Know what you own and don't let a good crisis go to waste 😎 See you Sunday 9PM 🫑"
X Link @FransBakker9812 2025-10-11T06:07Z 15.1K followers, 20.2K engagements

"Why $IREN Was Removed from the IBD XX (By ChatGPT) Key finding: IRENs removal from the IBD XX list in the week of October XX 2025 was almost certainly caused by its $XXX million convertible-note offering announced on October X not by performance or editorial rotation. X. Nature of the Event IREN issued X% convertible senior notes due 2031 raising $XXX million. Such convertible financings are treated by Investors Business Daily as corporate events that can temporarily disqualify a stock from eligibility in the IBD XX. X. Why IBD Excludes Companies After Large Offerings IBDs rule-based"
X Link @FransBakker9812 2025-10-12T07:07Z 15.1K followers, 91.9K engagements

"@JackMenshaw Did he remove his account I have a lead that indicates $IREN may be exploring to work with $EOSE. This may be a signal"
X Link @FransBakker9812 2025-10-12T12:52Z 15.1K followers, 8741 engagements

"I really like the way my watchlist is ordered. From these X I missed the train X times faded X openly (even mocked investing in it) and I own X. LFG $EOSE πŸ”₯"
X Link @FransBakker9812 2025-10-13T16:22Z 15.1K followers, 13.6K engagements

"Yeah if you could do $IREN -XXX% during market hours instead of overnight and pre-market that'd be great. sincerely: options traders/owners/buyers/sellers 😀"
X Link @FransBakker9812 2025-10-14T12:32Z 15.1K followers, 50K engagements

"@mikealfred When do you sleep 🀣"
X Link @FransBakker9812 2025-10-15T08:19Z 15.1K followers, 4869 engagements

"Inspiring to see $IREN engaging directly with the next generation of Texas tech talent πŸ’‘ This week the team spent the day at Texas State Technical College West Texas connecting with students and sharing insights into the rapidly evolving world of AI infrastructure data centers and sustainable energy innovation. With projects expanding across the region and a growing demand for skilled technicians and engineers its exciting to see companies like @IREN_Ltd investing in local education and future workforce development. The future is bright and built right"
X Link @FransBakker9812 2025-10-15T12:38Z 15.1K followers, 20K engagements

"This guy is smart read his thread and you will know why I don't respond to the OP anymore. We actually know now who OP is IRL I won't dox him but he should really consider if it's worth to fud $IREN and what his employer would think of that after investing $460m in $GLXY"
X Link @FransBakker9812 2025-10-15T17:52Z 15.1K followers, 39.1K engagements

"@markswordz This is going to be one of our best spaces πŸ”₯ Thanks for subscribing sir Mark my words $IREN to X digits within X earnings"
X Link @FransBakker9812 2025-10-17T09:12Z 15.1K followers, 1333 engagements

"$IREN @poolsideai Rexie boy I think it's time for a Poolside edition of Project Horizon. @eisokant will break ground in the coming XX days Not only did he steal our name he is trying to beat our energization date Rex we need your help pack the shovel and help us out"
X Link @FransBakker9812 2025-10-17T09:18Z 15.1K followers, 16.4K engagements

"52 Week Range: $XXXX - $XXXXX This is not a meme stock ladies and gentlemen. This is $IREN a next-generation data center company that utilizes XXX% renewable energy and hires locals veterans and the best people that Texas and Canada have to offer. Thank you for your attention to this matter"
X Link @FransBakker9812 2025-10-17T09:57Z 15.1K followers, 19.5K engagements

"I see XX bookmarks I didn't hear no bell I called $XX and we are having a XX later tonight. Not parental advice. $IREN"
X Link @FransBakker9812 2025-10-17T11:47Z 15.1K followers, 27.2K engagements

"Why are $XX anon Why I know the answer stop calling $IREN"
X Link @FransBakker9812 2025-10-17T18:26Z 15.1K followers, 13.5K engagements

"Well done you put a lot of effort into this. I really enjoy this style of debunking. That said I muted this guy a few months ago. I have lost the patience to converse with people that are unwilling to learn anything or even actually read it in the first place. I think WT is not a bear but a troll/hater. To me he is in the same camp as Rittenhouse who we learned has professional reasons to spread fud and lies about $IREN. I know we shouldn't wish for an echo chamber on here but some of these guys just don't deserve the attention. Nevertheless good post πŸ‘"
X Link @FransBakker9812 2025-10-18T07:59Z 15.1K followers, 2533 engagements

"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS πŸ”₯"
X Link @FransBakker9812 2025-09-22T11:10Z 15.1K followers, 178.4K engagements

"@bitcoinbutcher1 @litigious_dulce @edvestments @TheKamaHsutra $IREN Sweetwater X expansion"
X Link @FransBakker9812 2025-10-06T02:59Z 15.1K followers, 17.6K engagements

"I'm going to taunt fate and say we are going higher next week. Trump will smoothen it out with Xi. CPI will be a nothing burger. $IREN closes convert on Tuesday and may announce a new GPU purchase. Nothing has fundamentally changed. This market is ready to rip higher. NFA GL&HF"
X Link @FransBakker9812 2025-10-11T09:07Z 15.1K followers, 88.9K engagements

"US Hyperscale Data Center Market Industry Outlook & Forecast 2025-2030 Liquid Cooling Revolutionizes AI/ML Workloads in U.S. Data Centers The U.S. hyperscale data center market is projected to expand at a CAGR of XXXX% from 2024 to 2030 driven by AI ML and automation demands. Key trends include liquid cooling solutions for AI workloads which improve efficiency and reduce downtime risks. Significant investments are being made like $IREN's XX MW AI data center in Texas and Vantage's $XX billion Frontier Campus. Microsoft and Google are advancing energy-efficient technologies aiming for"
X Link @FransBakker9812 2025-10-16T11:06Z 15.1K followers, 18K engagements

"$IREN Live Space 10/19 at 9PM ET Neocloud & Infrastructure everything from energy to racks to compute. This week we have a great line-up for you. @brianfry01 @bitcoinbutcher1 @KashRamki @litigious_dulce @TheKamaHsutra Will be recorded RSVP:"
X Link @FransBakker9812 2025-10-17T03:05Z 15.1K followers, 88.5K engagements

"$IREN Not if but when. 2026-2027 then"
X Link @FransBakker9812 2025-10-18T13:43Z 15.1K followers, 99.5K engagements

"$IREN parties are the best parties anyway"
X Link @FransBakker9812 2025-10-19T04:57Z 15.1K followers, 50.5K engagements

"$IREN 4x upside in XX months Tune in to our space tonight and hear Butcher explain his reasoning"
X Link @FransBakker9812 2025-10-19T12:24Z 15.1K followers, 51.7K engagements

creator/x::FransBakker9812
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