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

- X Week XXXXXXX +107%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +802%
- X Year XXXXXXXXXX +1,522%

### 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 -XX%
- X Months XXXXX +208%
- X Year XXXXX +206%

### 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 +1.80%
- X Month XXXXXX +9.10%
- X Months XXXXXX +387%
- X Year XXXXXX +614%

### 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

**Social category influence**
[stocks](/list/stocks)  #5890 [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$iren](/topic/$iren) #20, [ai](/topic/ai) 6.25%, [$nuai](/topic/$nuai) #7, [$dgxx](/topic/$dgxx) #12, [the first](/topic/the-first) 4.69%, [$googl](/topic/$googl) 3.13%, [$1632b](/topic/$1632b) #1, [$5443m](/topic/$5443m) #1, [$2277m](/topic/$2277m) #2, [$3166m](/topic/$3166m) #1

**Top accounts mentioned or mentioned by**
[@ibkr](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@shawnli_real](/creator/undefined) [@markosaaig](/creator/undefined) [@landoinvests](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@irenltd](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@atzaran3](/creator/undefined) [@drjebaim](/creator/undefined) [@stocktrader989](/creator/undefined) [@billions777888](/creator/undefined) [@frostbyte123456](/creator/undefined) [@tigerstrat](/creator/undefined) [@litigiousdulce](/creator/undefined) [@marckpam](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@evolamtrades](/creator/undefined) [@marksotoges](/creator/undefined) [@james_j_otis](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Citigroup Inc (C)](/topic/citigroup) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last XX hours

"Some thoughts after the space from Sunday night Today @bitcoinbutcher1 hosted the Sunday Night IREN space. The main theme this week was the TPU vs GPU debate sparked by the market selling off the AI Cloud providers such as $NBIS $CRWV and $IREN together with overlord $NVDA while pumping the colocation providers involved with Google close to or beyond new all-time highs. The main consensus was that TPUs provide Google with the ability to increase their moat through AI Cloud providers offering potentially better returns on TPU hours while expanding their TAM. However the panel agreed"  
[X Link](https://x.com/FransBakker9812/status/1995403663766868014)  2025-12-01T08:04Z 19.6K followers, 17.6K engagements


"$IREN Childress in HD 11/29/2025 With all the news from the offering you almost forget what the money is being used for. Here is a pretty darn good satellite image from Childress last Saturday. Notable mentions: - New access road on the east (split the site in half) - Parking lot next to the office being turned into a new building - Horizon X accelerating concrete slabs complete well shadow visible liquid-cooling plant in motion. - Lots of small details to see have fun. Made possible by my subscribers special mention @HArctander for editing the TIF"  
[X Link](https://x.com/FransBakker9812/status/1996191817683906992)  2025-12-03T12:16Z 19.6K followers, 41.6K engagements


"$IREN I dont think the market fully understands that the Vera Rubin era will mark the beginning of a major inflection point for AI cloud companies that own and operate their own data centers. As token output per megawatt increases exponentially the power demand (TDP) per GPU is rising faster than the price per GPU. The logical consequence is that the GPU cost per megawatt of deployed capacity will decrease relative to both the token output and the total cost of building and operating a megawatt of infrastructure. In other words each megawatt becomes dramatically more productive while the"  
[X Link](https://x.com/FransBakker9812/status/1991350835708665972)  2025-11-20T03:40Z 19.6K followers, 244.4K engagements


"$IREN Announces Pricing of Ordinary Shares Offering to Fund the Repurchase of Convertible Notes ➡ IREN priced a registered direct offering of 39.7M shares at $XXXXX raising $1.632B in gross proceeds. ➡ IREN priced repurchases of $544.3M principal of existing convertibles: $227.7M of 2030 notes = XXXX% of original $316.6M of 2029 notes = XXXX% of original Total repurchase consideration: $1.6324B (including accrued interest). ➡ The repurchased notes will be extinguished and will no longer be convertible into shares (subject to closing). ➡ IREN priced $1B of XXXX% 2032 notes and $1B of 1.00%"  
[X Link](https://x.com/FransBakker9812/status/1996179511159750916)  2025-12-03T11:27Z 19.6K followers, 186K engagements


"@TheTechInvest Nowhere in the world is 1400MW grid-connected power coming online at a single site & single substation in 2026"  
[X Link](https://x.com/FransBakker9812/status/1996601577553952770)  2025-12-04T15:24Z 19.6K followers, 214.5K engagements


"My current long stocks in order of portfolio allocation %: $IREN $EOSE $NUAI $KRKNF $CIFR $OSCR $DGXX $POET I have mostly diversified because it makes me able to buy more IREN. @IBKR concentration house rules are the worst"  
[X Link](https://x.com/FransBakker9812/status/1996760161046663183)  2025-12-05T01:54Z 19.6K followers, 34.5K engagements


"$IREN Sweetwater X Starts Siteworks On 2nd Tract After spotting the new building near Bull Creek last week today we saw that @IREN_Ltd started to grade the ground of the tract on the other site of the FM611 as indicated by the arrow. Will we see the first data centers here 👀"  
[X Link](https://x.com/FransBakker9812/status/1996979903791575427)  2025-12-05T16:28Z 19.6K followers, 29.9K engagements


"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥"  
[X Link](https://x.com/FransBakker9812/status/1970083372530577452)  2025-09-22T11:10Z 19.6K followers, 209.9K engagements


"A recent interview with a Google executive highlights the growing shortage of compute and power: "We are early in the cycle certainly relative to the demand we are seeing. We have been building TPUs for XX years and now have X generations in production for internal and external use. Our 7- and 8-year TPUs have XXX% utilization that shows you the level of demand. While everyone prefers to be on the latest generation they are willing to take whatever they can get. This shows me the level of demand is tremendous. But also who we are turning away. And the use cases we are turning away it's oh my"  
[X Link](https://x.com/FransBakker9812/status/1995480043712032785)  2025-12-01T13:08Z 19.6K followers, 4028 engagements


"Bitcoin Miner Stock EV/Watt Values Screened to Include Only Large (100 Megawatt+) Sites as of November XX 2025 closing prices"  
[X Link](https://x.com/FransBakker9812/status/1995480048468398247)  2025-12-01T13:08Z 19.6K followers, 12.5K engagements


"$IREN Just woke up to the news of the offering. Have to dig into this but so far the potential terms seem decent. In this offering Citigroup Global Markets Inc. Goldman Sachs & Co. LLC and J.P Morgan Securities LLC will act as our placement agents (each in such capacity a placement agent and together the placement agents) with respect to our ordinary shares offered by this prospectus supplement. Wow. JPM back at the table"  
[X Link](https://x.com/FransBakker9812/status/1995680340237549768)  2025-12-02T02:24Z 19.6K followers, 55.3K engagements


"@StockMeetUps I don't do naked puts anymore they are incredibly taxing on my margin at IBKR. Being a concentrated investor gets punished severely"  
[X Link](https://x.com/FransBakker9812/status/1995872742659506481)  2025-12-02T15:08Z 19.6K followers, XXX engagements


"I'm not sure. But I believe that with all things $IREN does they are giving us the low end expectation. This includes 19K GPU's per 50MW IT 75MW gross load for 50MW IT but also $2.5bn of "Estimated GPU financing through 2026". Now I read this again I'm pretty sure that this will not just be more but it will be throughout 2026. Which means that IREN can focus as the OP said on BC and Sweetwater X first"  
[X Link](https://x.com/FransBakker9812/status/1995875773228404850)  2025-12-02T15:20Z 19.6K followers, 3299 engagements


"$IREN Adds XXX Acres to Sweetwater X In a recent filing a XXX acres tract was bought from the Paden family. This tract was originally part of the reinvestment zone as proposed and approved by the Fisher County Hospital Board. (see more here: After selling XX acres to Lone Star a few weeks ago: The complete site once marked as 1300 acres will now go over 1400 acres as: 1300 XX + XXX makes 1426 acres. If we deduct XX acres as unsuitable to build on because of the Bull Creek meandering through the site we still end up with XXX acres for every XXX MW of gross capacity. This is a very rich ratio"  
[X Link](https://x.com/FransBakker9812/status/1996405483570139644)  2025-12-04T02:25Z 19.6K followers, 48.2K engagements


"@dandelion12234 @IBKR I just realized I forgot Metaplanet lol probably nr4"  
[X Link](https://x.com/FransBakker9812/status/1996767078049812860)  2025-12-05T02:22Z 19.6K followers, 1049 engagements


"@Tiger_Strat @IBKR $XXXX. But I am still looking to add"  
[X Link](https://x.com/FransBakker9812/status/1996767207603535956)  2025-12-05T02:22Z 19.6K followers, 1076 engagements


"@tune_ventures @IBKR What about this"  
[X Link](https://x.com/FransBakker9812/status/1996767593747579225)  2025-12-05T02:24Z 19.6K followers, 1095 engagements


"@crux_capital_ @tune_ventures @IBKR 😂 Just got sent your post today. Will read up on your stuff thanks"  
[X Link](https://x.com/FransBakker9812/status/1996768259631206627)  2025-12-05T02:27Z 19.6K followers, XXX engagements


"No you have a great porfolio. I can't be XXX% $IREN because my broker would liquidate me the moment I buy shares on margin. I would need to keep adding cash everytime which defeats the purpose of having a margin account in the first place. The reason I do the (bi) weekly put spreads is so I can generate cashflow to stretch my margin further and being ALLOWED to exercise my calls that are big time ITM"  
[X Link](https://x.com/FransBakker9812/status/1996771844842496142)  2025-12-05T02:41Z 19.6K followers, 1238 engagements


"@dylan_teeter @IBKR BTC not in IBKR because of my EU passport they don't let me buy it. It's called socialism. IREN is much larger than 60%"  
[X Link](https://x.com/FransBakker9812/status/1996772122316947684)  2025-12-05T02:42Z 19.6K followers, XXX engagements


"@Tiger_Strat @IBKR Nice one I'm sure you could let at least a part run yeah. From what I've heard there is still a lot of upside though. @litigious_dulce and @KashRamki are in good contact with the company they are hosting a space Monday maybe good for you to attend"  
[X Link](https://x.com/FransBakker9812/status/1996819088044351898)  2025-12-05T05:49Z 19.6K followers, XXX engagements


"@Tiger_Strat @IBKR @litigious_dulce @KashRamki Haven't looked at FRMI yet. Probably not for me though"  
[X Link](https://x.com/FransBakker9812/status/1996827411108057436)  2025-12-05T06:22Z 19.6K followers, XXX engagements


"@MarckPam @IBKR Too early when they were around $7-8"  
[X Link](https://x.com/FransBakker9812/status/1996861271443132844)  2025-12-05T08:36Z 19.6K followers, XXX engagements


"@ShawnLi_real @jiahanjimliu @MarkosAAIG @BagelC47 I'm not so sure if an ATM is better. The overhang on the stock for months on end isn't exactly favorable either for bulls"  
[X Link](https://x.com/FransBakker9812/status/1996861478281138316)  2025-12-05T08:37Z 19.6K followers, XXX engagements


"@zoomyzoomm @IBKR is the worst when it comes to concentrated investing 😑"  
[X Link](https://x.com/FransBakker9812/status/1996892262429872284)  2025-12-05T10:39Z 19.6K followers, 4629 engagements


"@thgstar2 @IBKR @crux_capital_ this is your guy"  
[X Link](https://x.com/FransBakker9812/status/1996900262020292955)  2025-12-05T11:11Z 19.6K followers, XXX engagements


"@jjpcodes @zoomyzoomm @IBKR I'm like XX% options right now"  
[X Link](https://x.com/FransBakker9812/status/1996902241597579667)  2025-12-05T11:19Z 19.6K followers, XXX engagements


"@DrJebaim @IBKR I think $DGXX $KRKNF and $NUAI have a lot of legs"  
[X Link](https://x.com/FransBakker9812/status/1996969658390306873)  2025-12-05T15:47Z 19.6K followers, 1006 engagements


"I am following a couple of people that are extremely convinced they will succeed. I'm talking about owning X% of the company and going for a board seat kinda convinced. I am mostly talking about $NUAI now. $DGXX is a story that will have to prove itself but they have those pods that could be a dark horse"  
[X Link](https://x.com/FransBakker9812/status/1996971510196486629)  2025-12-05T15:54Z 19.6K followers, 1430 engagements


"@Fons889 @zoomyzoomm @IBKR I literally forgot to mention it but I still have some actually hidden away in the red corner of my portfolio 🫠"  
[X Link](https://x.com/FransBakker9812/status/1997098321177944499)  2025-12-06T00:18Z 19.6K followers, XXX engagements


"@RonSFriedman @elonmusk Try $ASML and no it doesn't get much better"  
[X Link](https://x.com/FransBakker9812/status/1997318332840825338)  2025-12-06T14:52Z 19.6K followers, XXX engagements


"@kostis_theodo I think that's way too high. B200 will not run at $IREN in TX full stop. $IREN isn't going to do liquid cooling like 5C/Pegatron is doing in TX for these chips. I would really recommend to add Vera Rubins in your calculations and remove the super cluster fee for $MSFT"  
[X Link](https://x.com/FransBakker9812/status/1997332789516280038)  2025-12-06T15:50Z 19.6K followers, XXX engagements


"Morgan Stanley: Turning Up the GPU Dial and Assessing the "Intelligence Bottlenecks" "We continue to believe that Bitcoin sites offer AI players the fastest time to power with the lowest execution risk and believe this will increasingly be valued/recognized." After my post about the space from last night I spent a part of the day going through a new research report from Morgan Stanley on the future of AI infrastructure and the proliferation of intelligence. And interestingly much of what we discussed in the space especially the TPU vs GPU debate is independently validated throughout their"  
[X Link](https://x.com/FransBakker9812/status/1995480040042119477)  2025-12-01T13:08Z 19.6K followers, 52.4K engagements


"$IREN priced a registered direct offering of 39699102 shares at $XXXXX raising $1.632B to fund the repurchase of existing 2029/2030 notes. Repurchases priced: $316.6M of 2029 notes ( XXXX% of the original $550M issue) $227.7M of 2030 notes ( XXXX% of the original $440M issue) Total retired (priced): $544.3M principal. Repurchased notes will be extinguished upon closing. IREN priced two new long-dated convertibles: $1.0B 2032 notes @ XXXX% coupon + XX% conversion premium $1.0B 2033 notes @ XXXX% coupon + XX% conversion premium Plus up to $300M additional via green shoe. Initial conversion"  
[X Link](https://x.com/FransBakker9812/status/1996181138608451650)  2025-12-03T11:34Z 19.6K followers, 45.7K engagements


"The most important topic of the space last night was the revelation of the critical IT load for the $MSFT contract that $IREN secured. Everyone assumed it was 200MW because this number was mentioned in conjunction with the deal. However if you read the two paragraphs again you will find that there is nothing that states the deal is in fact for said 200MW. We start to draw this conclusion after @litigious_dulce learned about the SemiAnalysis footnote that stated @IREN_Ltd would only be using 170MW of Critical IT load for the deal: We already knew the GPU count was on the low end compared to"  
[X Link](https://x.com/FransBakker9812/status/1997991250520047653)  2025-12-08T11:26Z 19.6K followers, 37.5K engagements


"@sicario_micali We have X other ones Check my post"  
[X Link](https://x.com/FransBakker9812/status/1998182062625611917)  2025-12-09T00:05Z 19.6K followers, XX engagements