# ![@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 [------] 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: [------] [#](/creator/twitter::1732263448640413696/interactions)
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- [--] Week [-------] -52%
- [--] Month [---------] -4.80%
- [--] Months [----------] +268%
- [--] Year [----------] +1,276%

### Mentions: [--] [#](/creator/twitter::1732263448640413696/posts_active)
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- [--] Week [---] +30%
- [--] Month [---] +15%
- [--] Months [-----] +54%
- [--] Year [-----] +171%

### Followers: [------] [#](/creator/twitter::1732263448640413696/followers)
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- [--] Week [------] +0.91%
- [--] Month [------] +8.20%
- [--] Months [------] +199%
- [--] Year [------] +604%

### CreatorRank: [-------] [#](/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)  65.04% [technology brands](/list/technology-brands)  14.63% [finance](/list/finance)  8.94% [cryptocurrencies](/list/cryptocurrencies)  6.5% [countries](/list/countries)  4.88% [automotive brands](/list/automotive-brands)  1.63% [currencies](/list/currencies)  1.63%

**Social topic influence**
[$iren](/topic/$iren) #30, [iren](/topic/iren) #54, [ai](/topic/ai) 8.94%, [in the](/topic/in-the) 8.13%, [this is](/topic/this-is) 5.69%, [$msft](/topic/$msft) #346, [$cifr](/topic/$cifr) #167, [we are](/topic/we-are) 4.88%, [canada](/topic/canada) 4.88%, [$irens](/topic/$irens) #6

**Top accounts mentioned or mentioned by**
[@irenltd](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@themarketjarl](/creator/undefined) [@vertiv](/creator/undefined) [@grok](/creator/undefined) [@dkgoesparabolic](/creator/undefined) [@thekamahsutra](/creator/undefined) [@mikealfred](/creator/undefined) [@danroberts0101](/creator/undefined) [@litigiousdulce](/creator/undefined) [@nickgallantin](/creator/undefined) [@rreddi](/creator/undefined) [@agrippainv](/creator/undefined) [@anotherzeldafan](/creator/undefined) [@google](/creator/undefined) [@genzinvest0r](/creator/undefined) [@brianfry01](/creator/undefined) [@kashramki](/creator/undefined) [@irenltds](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [TeraWulf Inc. (WULF)](/topic/$wulf) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Gigachad (GIGA)](/topic/gigachad) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Applied Digital Corp. (APLD)](/topic/$apld)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$IREN's Unique IaaS Proposition: Infrastructure-Heavy Hardware-Light Yesterday during the Orange Group panel at Pubkey in NYC @mikealfred explained that one of IRENs unique advantages compared to other neoclouds is that by leasing the chips instead of buying them they are able to return the chips within the lease period and effectively replace them with a newer model. This allows IREN to keep their fleet next-gen or current-gen without having to invest in a completely new fleet while others are depreciating a previous-gen fleet thats burdened with an interest-accruing financing instrument but"  
[X Link](https://x.com/FransBakker9812/status/1965744893051203660)  2025-09-10T11:51Z 23K followers, 110K 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)  2025-09-19T03:11Z 23K followers, 275.4K engagements


"$IREN Dan on YahooFinance Dan was a Giga-Chad with Giga-Watts First part fell off most is in there. "We can't build fast enough" 😎 Tune in at 11:15am ET to catch $IREN Co-Founder & Co-CEO @danroberts0101 live on @YahooFinance sharing insights on the accelerating demand for AI compute. Watch here: https://t.co/g0dM7f52D2 Tune in at 11:15am ET to catch $IREN Co-Founder & Co-CEO @danroberts0101 live on @YahooFinance sharing insights on the accelerating demand for AI compute. Watch here: https://t.co/g0dM7f52D2"  
[X Link](https://x.com/FransBakker9812/status/1970872181098787137)  2025-09-24T15:25Z 23K followers, 274.7K engagements


"$IREN Reggie Corrects Capex Error After pointing out that there is no $400m capex required for the 50MW in Prince George Reggie Smith from JPM issued a correction yesterday where this line has been left out. 🫵👀 Look at me we are the analysts now. h/t @BTC_Bella69420 Reggie assumes $400m capex for 50MW it load in Prince George at $8M/MW. Doesn't make any sense most is air cooled and only requires optional redundancy. All other costs included in GPU batch purchase. How could they come to this conclusion @MikePowerX https://t.co/wEabDSn8T4 Reggie assumes $400m capex for 50MW it load in Prince"  
[X Link](https://x.com/FransBakker9812/status/1972849947666976981)  2025-09-30T02:24Z 23K followers, 119K engagements


"$IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT"  
[X Link](https://x.com/FransBakker9812/status/1985301641134805349)  2025-11-03T11:02Z 23K followers, 283.7K engagements


"🧮 $IREN Microsoft 5-Year AI Cloud Deal Breakdown 📊 Contract Overview Total Value: $9.7 billion Term: [--] years (2026 2031) Prepayment: 20% = $1.94 billion (credited to yrs 3-5) Customer: Microsoft GPUs: NVIDIA GB300 Capacity: [---] MW (IT load Horizon 1-4 @ Childress TX) 💰 Economics GPU & infra CapEx: $5.8 billion (incl. servers InfiniBand cabling SW licenses etc.) All-in Data Center Cost: $1416 M/MW IT load $911 M infra build $3 M supercluster deployment $2 M acceleration costs Annual Run-Rate Revenue (ARR): $1.94 billion Estimated Project EBITDA Margin: [--] % ⚙ Infrastructure Vertically"  
[X Link](https://x.com/FransBakker9812/status/1985310032532058177)  2025-11-03T11:36Z 23K followers, 68.2K engagements


"Mike Alfred: "@IREN_Ltd has the best site acquisition team in the space the actual pipeline for $IREN is quite substantial" IREN really likes Canada because they can run GPU's in an air-cooled setup. I also really like Canada $500M of ARR at 98% hardware margins will bring in $122.5M of gross profits per quarter starting as early as Q4 FY2026. This is not only a 175x from Q1 of which 52% is already pre-contracted 👀 but this will cover all the projected corporate overheads making just 50MW at Prince George able to carry the company into substantial net profits going into [----]. Don't stare at"  
[X Link](https://x.com/FransBakker9812/status/1988510214002254216)  2025-11-12T07:32Z 23K followers, 119.8K engagements


"$IREN Weekly Space 2/8/2026 @ 9PM ET We don't do Super Bowl but it will be recorded. See you at 9PM ET. We will talk about IREN's software plans ERCOT batch [--] for undisclosed sites + open mic. Alpha guaranteed. RSVP: https://x.com/i/spaces/1jMKgRkWOrWxLs=20 https://x.com/i/spaces/1jMKgRkWOrWxLs=20"  
[X Link](https://x.com/FransBakker9812/status/2020511928469401662)  2026-02-08T14:55Z 23K followers, 30.7K engagements


"@AnotherZeldaFan @Google @IREN_Ltd without power you can't build fast enough"  
[X Link](https://x.com/FransBakker9812/status/2022316806111887861)  2026-02-13T14:27Z 23K followers, [---] engagements


"@TheMarketJarl @dkgoesparabolic @Vertiv @grok Nah I can't reveal my source. My picture vs your claim of a picture that doesn't exist"  
[X Link](https://x.com/FransBakker9812/status/2022346221692821894)  2026-02-13T16:24Z 23K followers, [---] engagements


"@genZinvest0r Year end capacity vs year end ARR. The $/MW is miserable and you know it. They didnt deliver the guided liquid cooled capacity either by the way"  
[X Link](https://x.com/FransBakker9812/status/2022347194347692209)  2026-02-13T16:28Z 23K followers, [---] engagements


"@TheMarketJarl @dkgoesparabolic @Vertiv @grok Lol"  
[X Link](https://x.com/FransBakker9812/status/2022357592157360515)  2026-02-13T17:09Z 23K followers, [---] engagements


"@DallasMaracle Interesting but is that a recent picture with all the snow What we know is they will get 30MW extra and 2-3 data centers AFAIK. Not sure what we are looking at will see if I can find out"  
[X Link](https://x.com/anyuser/status/1940202329569206468)  2025-07-02T00:14Z 23K followers, 40.6K engagements


"$IREN Prince George expansion on the way 🚨 It appears that @IREN_Ltd has been working on their planned Prince George expansion for over a few months now. For some context last year during the analyst meeting in New York IREN released a blueprint of their planned expansion at the Prince George facility in BC Canada. With some careful analyzing I managed to estimate the expansion of the [--] buildings in this blueprint to be [--] + [--] + [--] = 40MW in total. A few months later however Glenn told us that the expansion for Prince George is actually 30MW: Today I got the information that construction is"  
[X Link](https://x.com/anyuser/status/1940216233472995431)  2025-07-02T01:09Z 23K followers, 57.8K engagements


"$IREN Expansion and Retrofit at the same time as Sweetwater [--] energization"  
[X Link](https://x.com/FransBakker9812/status/1962342281442132336)  2025-09-01T02:30Z 22.9K followers, 59.3K engagements


"$IREN Expansion Plans Disclosed Oklahoma Jobs Listed. ➡ Electrical Engineer - Remote Texas/Oklahoma ➡ Principal Mechanical Engineer - Remote Texas/Oklahoma ➡ Maintenance Planner/Sccheduler - Remote Texas/Oklahoma That's [--] jobs for OK 🧐 Are we scaling up"  
[X Link](https://x.com/FransBakker9812/status/1964911685841355204)  2025-09-08T04:40Z 23K followers, 28.4K engagements


"$IREN Full Roth Report: PT to $82 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/anyuser/status/1970482597441470875)  2025-09-23T13:37Z 23K followers, 71.8K engagements


"$CIFR signs 168MW AI Deal with @fluidstack 🔥🔥 #cifr #goog @rftylerpage https://t.co/OZECXBTMG2 #cifr #goog @rftylerpage https://t.co/OZECXBTMG2"  
[X Link](https://x.com/FransBakker9812/status/1971161060087407091)  2025-09-25T10:33Z 23K followers, 152.7K engagements


"$IREN Gets a honorable mention in the Futurum AI Fifteen Rebalance 🔥 FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag [--] names we believe are building the next layer of AI infrastructure. Ranked by our proprietary AIRometer Score -- here are the top [--] 👇 https://t.co/gSOF3d42gz FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag [--] names we believe are building the next layer of AI infrastructure. Ranked by our proprietary"  
[X Link](https://x.com/anyuser/status/1972488107279978811)  2025-09-29T02:26Z 23K followers, 63.1K engagements


"$IREN Prince George In HD Pt1 Thanks to my subscribers we were able to get yet another very high definition satellite image from a data center site of @IREN_Ltd. This time we tasked Prince George in British Columbia Canada. After some editing this is the best version of the shot: Note that this is only 5% of the entire satellite image for reference here is the full shot (this is the PNG so the definition is not as good): Now let's go and analyze the close up: First of all we can see the green circle and arrow which is pointing at the 10MW Liquid-cooled installation. This is the first 25% of"  
[X Link](https://x.com/anyuser/status/1974087482523230228)  2025-10-03T12:21Z 23K followers, 55.6K engagements


"$IREN Breaks $50 😍🔥"  
[X Link](https://x.com/FransBakker9812/status/1974131348001452318)  2025-10-03T15:16Z 22.9K followers, 35.6K 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 [--] GPU's Or do we think this is all for Canada 🤔 Bullish Accelerate 🔥🔥 $IREN announces a convert which will prob raise up to $1.5b at closing including option. It will be hugely over-subscribed. Maybe even 8x10x (considering outstanding are trading 3x nominal). Meantime [----] ATM is over. The entire $1b has been raised (possibly this morning at https://t.co/6hPrlHXoze $IREN announces a convert which will prob raise up to $1.5b at closing including option. It will be hugely"  
[X Link](https://x.com/anyuser/status/1975740865583747260)  2025-10-08T01:51Z 23K followers, 41.1K engagements


"$IREN 4x upside in [--] months Tune in to our space tonight and hear Butcher explain his reasoning $iren / [----] YE Price Target / $230 per share Let me take a brief detour as an introduction to the analysis. For those that want to see the assumptions and valuation methodology skip to Assumptions. Overview Like most of us I am not yet retired and continue to work at my https://t.co/4OdBCH0P3O $iren / [----] YE Price Target / $230 per share Let me take a brief detour as an introduction to the analysis. For those that want to see the assumptions and valuation methodology skip to Assumptions."  
[X Link](https://x.com/anyuser/status/1979886477355143383)  2025-10-19T12:24Z 23K followers, 55.1K engagements


"$IREN Weekly Space 10/19 Recording A big thank you to @brianfry01 and @KashRamki for making this a very informative and engaging space. We talked about IREN's optionality and unique position in the AI Superfactory ecosystem and we talked extensively about Sweetwater [--] and a possible early energization of the site 👀 See you next week Recording below https://x.com/i/spaces/1YpKkkoXalPKj $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"  
[X Link](https://x.com/FransBakker9812/status/1980108401729581337)  2025-10-20T03:06Z 22.9K followers, 52.2K engagements


"Well that was the shortest [--] months ever. Congrats bulls I will post my thoughts after I read the complete filing $IREN Bulls rejoice 🔥 @iTzAnthonyNap @TheKamaHsutra @cryptomiami1 It will happen. We're going to get a deal but it's just very hard to time it. For anyone reading this: bookmark me and call me out in [--] months if we are empty handed. @iTzAnthonyNap @TheKamaHsutra @cryptomiami1 It will happen. We're going to get a deal but it's just very hard to time it. For anyone reading this: bookmark me and call me out in [--] months if we are empty handed"  
[X Link](https://x.com/anyuser/status/1985308191308034390)  2025-11-03T11:28Z 23K followers, 26.7K engagements


"$IREN My Earnings Wishlist pt1 Since many have posted their wishlist before me I will take a different approach and will just write down anything that I think is likely to happen in the coming 6-12 months which interests me and hasn't been talked about yet or not into much detail. Chapter 1: New Sites IREN has always said they have a [--] GW pipeline. Last year Dan Roberts said: "And that can be any number above 1GW". More recent communication mentioned "Multi-GW Pipeline" which brings the bare minimum to 2GW and that's on top of 2.91GW of disclosed contracted power. Yesterday Mike Alfred said"  
[X Link](https://x.com/FransBakker9812/status/1986073364570521942)  2025-11-05T14:09Z 22.9K followers, 143.1K engagements


"$IREN's Kent Draper: We previously put out guidance a couple of weeks ago that we had contracted [-----] out of the [-----] that were on order. Subsequent to that we have contracted a bit over another [----] GPUs. We continue to see very strong levels of demand and we're in late-stage discussions around a significant portion of the capacity that has not yet been contracted and continue to see very good demand leading into the start of next year as well and are receiving an increasingly large number of inbounds from a range of different customer classes. Did you know that IREN can now command higher"  
[X Link](https://x.com/FransBakker9812/status/2003361678604533972)  2025-12-23T07:06Z 22.9K followers, 20.8K engagements


"https://seekingalpha.com/article/4839886gt=f434f58c4f5aa99a https://seekingalpha.com/article/4839886gt=f434f58c4f5aa99a"  
[X Link](https://x.com/FransBakker9812/status/2003361681121116311)  2025-12-23T07:07Z 22.9K followers, [----] engagements


"Imagine you have 450MW of power in Texas grid connected. But there are these annoying bitcoin mining buildings obstructing the area where you want to build. Hypothetically if you would demolish those buildings before announcing a deal. Would you have to tell the market $IREN"  
[X Link](https://x.com/FransBakker9812/status/2017067754193575996)  2026-01-30T02:50Z 22.8K followers, 57.1K engagements


"Is anyone still long $OSCR I have sold some $15 puts for March to potentially add to my core holdings if assigned. Haven't followed the stock for a while what's the plan for [----] Anyone I should follow to keep up to date around this company It's a 1% allocation for me"  
[X Link](https://x.com/FransBakker9812/status/2017106299276898771)  2026-01-30T05:23Z 22.9K followers, 10.8K engagements


"$IREN is building a 1.4GW bulk substation at Sweetwater Texas. The utility is providing a switchyard that is capable of transporting 3GW of power from the Texas grid to coops and wholesale clients in the region. So if the switch can handle 3GW then why are they expanding it"  
[X Link](https://x.com/FransBakker9812/status/2018191589949227008)  2026-02-02T05:15Z 22.8K followers, 75.3K engagements


"Former $IREN IR director @lincolntan89 joins Orange group as Managing Director Asia-Pacific. Congratulations Linc Do you guys do monthly reports there asking for my Frens. Were pleased to welcome Lincoln Tan @lincolntan89 as Managing Director leading OGs expansion across Asia-Pacific. Formerly IR & Marketing at @IREN_Ltd and previously at @Macquarie Lincoln brings deep capital markets and IPO experience across the region. Were pleased to welcome Lincoln Tan @lincolntan89 as Managing Director leading OGs expansion across Asia-Pacific. Formerly IR & Marketing at @IREN_Ltd and previously at"  
[X Link](https://x.com/FransBakker9812/status/2018335778397622587)  2026-02-02T14:48Z 22.9K followers, 23.8K engagements


"So $WULF will get some power that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too bad the PSO doesn't disclose their customer names Oh well Wen deal"  
[X Link](https://x.com/FransBakker9812/status/2018618941070053614)  2026-02-03T09:33Z 22.9K followers, 59.5K engagements


"@glenchernen @ericjackson We should do a reversed $BTBT and spinoff a BTC entity and call it $WAIFU"  
[X Link](https://x.com/FransBakker9812/status/2018619397997564223)  2026-02-03T09:35Z 22.9K followers, [---] engagements


"$IREN Earnings day is upon us I think the company will crush earnings with big news from Canada report on-schedule with the $MSFT deal including financing and SW1 on track for energization in April. I am not expecting a new site to be announced. I do believe BTC mining will be phased out. Don't be confused by the price action this week. It appears that the majority of the volatitlity is caused by non-IREN related events. Will they announce a deal It's possible but I'm not holding my breath for it. Good luck and happy earnings. https://twitter.com/i/web/status/2019304259003773163"  
[X Link](https://x.com/FransBakker9812/status/2019304259003773163)  2026-02-05T06:57Z 23K followers, 84.1K engagements


"$IREN Reports FY26 Q2 - Oklahoma Announced - $3.6B GPU financing at 6% interest - 1.6GW of contracted power for OK site - Horizon 1-4 progressing on schedule - ARR under contract of $0.4b at Prince George for contracted GPUs as of February [--] https://twitter.com/i/web/status/2019518939110470045 https://twitter.com/i/web/status/2019518939110470045"  
[X Link](https://x.com/FransBakker9812/status/2019518939110470045)  2026-02-05T21:10Z 23K followers, 123.6K engagements


"$IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW to the contracted power pipeline"  
[X Link](https://x.com/FransBakker9812/status/2019590623955935283)  2026-02-06T01:55Z 22.9K followers, 48.8K engagements


"This is a good summary. I am missing: - Is there a line of sight towards the planned ugprades of power at Mackenzie and Prince George - Why was energization of SW1 now mentioned as Q2 rather than April. - Not all the GPUs are installed at PG what % is actually generating the $0.4B ARR of the 23k - No progress on the liquid cooled facility mentioned in PG. - I would love to see a forecast of the SG&A as % of the operational MWh. In particular the SBC should be trending down to contracted MWs. - No new customer mentions nothing on AMD nothing basically related to the commercial side except for"  
[X Link](https://x.com/FransBakker9812/status/2019603168691368210)  2026-02-06T02:44Z 22.8K followers, [----] engagements


"@MarkACleary2 @bitcoinbutcher1 @XCapitalMgmt I still hope this happens when they get a good modular or fast deployable design for SW"  
[X Link](https://x.com/FransBakker9812/status/2019962938283683895)  2026-02-07T02:34Z 22.8K followers, [---] engagements


"@MarkACleary2 @bitcoinbutcher1 @XCapitalMgmt The revenue miss was mostly because of BTC but it's whatever one quarter of catching up shouldn't be a concern for the long run. Achieving 0.4B ARR well before the end of this Q was very impressive"  
[X Link](https://x.com/FransBakker9812/status/2020121938887372935)  2026-02-07T13:06Z 22.9K followers, 11.3K engagements


"@jiahanjimliu @Gyujin_9701 "in Canada that are Liquid-Cooled but the building and power distribution is re-used from their Air-Cooled facility." I don't think this is correct. They are building a new liquid cooled installation in a new data center building. Otherwise good post"  
[X Link](https://x.com/FransBakker9812/status/2020318613727768928)  2026-02-08T02:07Z 22.8K followers, [---] engagements


"Earnings call transcript without paywall: https://seekingalpha.com/article/4866851gt=e3d6bdf03b55052f https://seekingalpha.com/article/4866851gt=e3d6bdf03b55052f"  
[X Link](https://x.com/FransBakker9812/status/2020511931480539161)  2026-02-08T14:55Z 23K followers, [----] engagements


"@jiahanjimliu @brianfry01 @bitcoinbutcher1 @SmallCapSnipa @NickGallantin @Colby17201470 @tennant_n https://www.afr.com/technology/firmus-seals-us10bn-blackstone-deal-to-fund-australian-ai-factories-20260209-p5o0o4 https://www.afr.com/technology/firmus-seals-us10bn-blackstone-deal-to-fund-australian-ai-factories-20260209-p5o0o4"  
[X Link](https://x.com/FransBakker9812/status/2020693539219521573)  2026-02-09T02:57Z 22.9K followers, [----] engagements


"@danroberts0101 Why do they cover $MARA $WULF and $CIFR but not $IREN"  
[X Link](https://x.com/FransBakker9812/status/2020924120490442826)  2026-02-09T18:13Z 23K followers, [----] engagements


"@Gyujin_9701 Exactly And $IREN intends to deliver more than the requested [--] 9s in uptime. This could all materially impact the negotiations"  
[X Link](https://x.com/FransBakker9812/status/2021123569087066342)  2026-02-10T07:26Z 22.9K followers, [----] engagements


"@JWMoonX No idea about precedents. IREN wouldn't go this route unless they can upsell to VR200. It must be incremental in terms of margin and IRR"  
[X Link](https://x.com/FransBakker9812/status/2021127864062710135)  2026-02-10T07:43Z 22.9K followers, [---] engagements


"@Gyujin_9701 EXACTLY And people who sold because of GB300 IRR are impatient and/or uninformed"  
[X Link](https://x.com/FransBakker9812/status/2021128060855255453)  2026-02-10T07:44Z 22.9K followers, [---] engagements


"@ross30211931 @IREN_Ltd @grok any insights on this Is MSCI US inclusion for a stock usually net neutral net negative or net positive in terms of buying/selling pressure and expected share price increase/decrease"  
[X Link](https://x.com/FransBakker9812/status/2021771447753159052)  2026-02-12T02:20Z 22.9K followers, [---] engagements


"@treasury_bill @jiahanjimliu 😎🔥"  
[X Link](https://x.com/FransBakker9812/status/2021775605751328967)  2026-02-12T02:37Z 22.9K followers, [----] engagements


"@rreddi This has nothing to do with $IREN 😅"  
[X Link](https://x.com/FransBakker9812/status/2022105847804162218)  2026-02-13T00:29Z 22.9K followers, [----] engagements


"@qwertyuipasd11 @rreddi Trailblazer is in Nolan and not related to Iren. Iren is in Fisher county and has nothing to do with the Sweetwater city. This is hallucinating LLM"  
[X Link](https://x.com/FransBakker9812/status/2022134086236877104)  2026-02-13T02:21Z 22.9K followers, [---] engagements


"@Nit5in But that's not the point. The point is the added value for $NBIS. Which there isn't any. That means the product is (too) cheap"  
[X Link](https://x.com/FransBakker9812/status/2022296847231144046)  2026-02-13T13:08Z 23K followers, [---] engagements


"@JonathanBTC @Google @IREN_Ltd Maebe"  
[X Link](https://x.com/FransBakker9812/status/2022296900935008261)  2026-02-13T13:08Z 23K followers, [----] engagements


"@HPepethefrog @Vertiv IKR"  
[X Link](https://x.com/FransBakker9812/status/2022316951520051465)  2026-02-13T14:28Z 23K followers, [---] engagements


"@615Investor @Vertiv IYKYK YK"  
[X Link](https://x.com/FransBakker9812/status/2022317008692650105)  2026-02-13T14:28Z 23K followers, [---] engagements


"@TheMarketJarl @dkgoesparabolic @Vertiv @grok Dude. You have no clue about this picture. This is not APLD lol"  
[X Link](https://x.com/FransBakker9812/status/2022317517105160450)  2026-02-13T14:30Z 23K followers, [---] engagements


"@anitapatel316 @HPepethefrog @Vertiv Yeah you're right. It must be from $APLD where they do let people take pictures of their site"  
[X Link](https://x.com/FransBakker9812/status/2022318073123078151)  2026-02-13T14:32Z 23K followers, [---] engagements


"@EndicottInvests Nah it's not. You can't assume that NBIS is using that much cheaper GPUs to make up for it with software. $NBIS have had Blackwells since mid last year they are certainly running them"  
[X Link](https://x.com/FransBakker9812/status/2022323221811654961)  2026-02-13T14:53Z 23K followers, [----] engagements


"@TheMarketJarl @dkgoesparabolic @Vertiv @grok Lol what you claim its not Iren because of X. Your choice and your burden to show X"  
[X Link](https://x.com/FransBakker9812/status/2022347367882907794)  2026-02-13T16:29Z 23K followers, [---] engagements


"$IREN A West Texas Road Trip 🧵 On Monday I had the privilege of visiting @IREN_Ltd's two sites in Texas. After an 18-hour flight and a 3.5-hour drive we arrived in Childressjust in time to hop on the Sky Limousine and tour the nearly deserted data center campus. Since it was Memorial Day there were no workers on site aside from a handful of people from the management team. I was accompanied on this trip by the distinguished @Agrippa_Inv @alanbialo and @nanotitan28. We were also joined by IRENs largest shareholders from Germany and we became the first group to visit the new office which had"  
[X Link](https://x.com/FransBakker9812/status/1928504174083452941)  2025-05-30T17:29Z 23K followers, 240.4K engagements


"🚨BREAKING $IREN Becomes Preferred Cloud Partner with $NVDA 🚨 Congratulations team @IREN_Ltd 🥳 @tim_delcourt @danroberts0101 @mikealfred @kentpdraper"  
[X Link](https://x.com/anyuser/status/1961085423289057355)  2025-08-28T15:16Z 23K followers, 320.3K engagements


"$CIFR Barber Lake Update 🔥 Cipher Mining announced their August monthly update yesterday. The focus of this report was on Black Pearl which is currently bringing in almost 40% 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 [--] weeks earth works have commenced on the Barber Lake site. In the image we can see that at both locations (numbered [--] and 2) there are clear"  
[X Link](https://x.com/FransBakker9812/status/1963845402785956350)  2025-09-05T06:03Z 23K followers, 176.5K engagements


"$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥 $IREN is pleased to announce an expansion of its AI Cloud business. - Doubled AI Cloud capacity to 23k GPUs - Procurement of 7.1k NVIDIA B300s 4.2k NVIDIA B200s & 1.1k AMD MI350Xs - GPUs scheduled for delivery at Prince George campus over the coming months - Raising AI Cloud https://t.co/e2gTegC5T9 $IREN is pleased to announce an expansion of its AI Cloud business. - Doubled AI Cloud capacity to 23k GPUs - Procurement of 7.1k NVIDIA B300s 4.2k NVIDIA B200s & 1.1k AMD MI350Xs - GPUs scheduled for delivery at Prince George campus over the coming"  
[X Link](https://x.com/FransBakker9812/status/1970083372530577452)  2025-09-22T11:10Z 23K followers, 220.2K engagements


"$IREN Roth raises PT to $82 h/t @EnergyCredit1 $IREN No Analyst But One Is Right. Canaccord & Close Enough Cantor Price Targets Were In Fact At / Nearby Current Levels. Many Revisions Must Be Coming. Its Human Nature. https://t.co/PZxy3ATGa8 $IREN No Analyst But One Is Right. Canaccord & Close Enough Cantor Price Targets Were In Fact At / Nearby Current Levels. Many Revisions Must Be Coming. Its Human Nature. https://t.co/PZxy3ATGa8"  
[X Link](https://x.com/FransBakker9812/status/1970440409177375082)  2025-09-23T10:49Z 23K followers, 191.4K engagements


"$IREN Market Weakness: What's Next Exactly one week ago @IREN_Ltd closed their convertible note with spectactular metrics: - Oversubscribed $875 million offering - Fully exercised $125 million greenshoe - Net proceeds of approximately $979.0 million - 0.00% coupon - 42.5% conversion premium A week later the sentiment in the market has shifted and the stock is down more than 20% from its all-time highs. When the stock rallies I often get DM's from happy investors that want to express their gratitude for contributing to their conviction. Equally when the stock is down I get DM's from investors"  
[X Link](https://x.com/FransBakker9812/status/1980585814922072316)  2025-10-21T10:43Z 23K followers, 371K engagements


"$IREN is being dumped I see that. But you know how many institutional investors I spoke to that were worried about the valuation You know how long a company can stay in a pipeline or watchlist because the Bloomberg terminal says the PE is high This is the discount they needed slowly scooping up shares left and right. I am confident we are double this share price in a year from now. Don't let the kid analysts and chart squigglers get to you. My average on $IREN is $9.45 and I have a ton of calls for $9 $10 and $12. but I'm here with you in the trenches. Short $60 and $70 puts for the coming 3"  
[X Link](https://x.com/FransBakker9812/status/1988990530261528698)  2025-11-13T15:21Z 23K followers, 232K engagements


"$IREN Weekly Space 2/8/2026 Recording This week we spoke about software solutions multi billion dollar contracts and air cooling. Thanks to the speakers: @jiahanjimliu @NickGallantin @tennant_n @closenberger @MarkosAAIG @FrameworkWisely https://x.com/i/spaces/1jMKgRkWOrWxLs=20 https://x.com/i/spaces/1jMKgRkWOrWxLs=20"  
[X Link](https://x.com/FransBakker9812/status/2020774252178485569)  2026-02-09T08:18Z 23K followers, 17K engagements


"$IREN GB300 or VR200 for $MSFT "The Microsoft agreement includes a hardware substitution clause that allows Microsoft to request replacing the originally planned NVIDIA GB300 GPUs with NVIDIA VR200 GPUs provided the request is made at least about four months before the relevant delivery date. The substitution is not automatic or unilateral; both parties must agree on revised delivery timelines pricing adjustments and any necessary contract changes and the request is also subject to GPU availability and IRENs ability to procure or exchange orders. Pricing for VR200 GPUs would be renegotiated"  
[X Link](https://x.com/FransBakker9812/status/2021113606608388348)  2026-02-10T06:46Z 23K followers, 77K engagements


"$IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG Hi Mining Mafia Is this good news ⛏ Hi Mining Mafia Is this good news ⛏"  
[X Link](https://x.com/FransBakker9812/status/2021570324530438307)  2026-02-11T13:01Z 23K followers, 92.4K engagements


"@Google loves to build data centers near @IREN_Ltd. Tulsa you say Wow less than [---] miles from $IREN's new Oklahoma site Where did we see this before Oh that's right Sweetwater [--] is the first substation next to $GOOGL's new Haskell site the Cloud West Campus. Wow so Google keeps building new sites next to $IREN data center sites. Why don't you guys just work together By the way did you know that $IREN now offers both air + liquid cooling for Sweetwater [--] and [--] Pretty cool feature for running TPU's and GPU's in a single site. Wen deal"  
[X Link](https://x.com/FransBakker9812/status/2022290327617610230)  2026-02-13T12:42Z 23K followers, 23.6K engagements


"a pretty good comparison between $IREN and $NBIS $/MW revenue. There is currently no added value from their PaaS while costs are outrageous compared to the revenue. What TGP doesn't even mention is the product development which came in at 33% as % of revenue over the full year. @FrameworkWisely @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting Enough of the empty buzz words like "software" or "full stack" or "enterprises" or "startups". Here are the facts: NBIS has 170MWs of active power generating $1.25B of ARR. That means NBIS is monetizing each active MW for $7.35M per"  
[X Link](https://x.com/FransBakker9812/status/2022293142586962364)  2026-02-13T12:53Z 23K followers, 35.7K engagements


"Congratulations @Vertiv Spotted at $IREN on-site. Officially working with this $NVDA AI factory reference design supplier now are we Vertiv welcomes PurgeRite bringing specialized fluid management services and proprietary technology that deepen our capabilities in liquid cooling systems designed for AI and high-density data centers. Learn more: https://t.co/lOa1jF2ClO #Vertiv https://t.co/jslqjer9aQ Vertiv welcomes PurgeRite bringing specialized fluid management services and proprietary technology that deepen our capabilities in liquid cooling systems designed for AI and high-density data"  
[X Link](https://x.com/FransBakker9812/status/2022296501691769266)  2026-02-13T13:07Z 23K followers, 30.9K engagements


"@TheMarketJarl @Vertiv Source wen"  
[X Link](https://x.com/FransBakker9812/status/2022317223868776716)  2026-02-13T14:29Z 23K followers, [---] engagements


"@genZinvest0r Dude Iren gets [----] per GPU hour. Hoppers go for $2+. There's not so much value in the GPU mix either way. The software is not making up the gap the scarcity is. Nothing you said invalidates his post. Try again. Also your darling has a dumpster fire of a PnL. Good luck"  
[X Link](https://x.com/FransBakker9812/status/2022342944167190653)  2026-02-13T16:11Z 23K followers, [----] engagements


"@genZinvest0r Material. You can make of that what you want. I wouldn't trust Russians with those words"  
[X Link](https://x.com/FransBakker9812/status/2022359980947705891)  2026-02-13T17:19Z 23K followers, [---] engagements


"$IREN @bitcoinbutcher1 will host the space tonight. See you at 9pm ET Set a reminder for my upcoming Space https://t.co/R6KEe4fVQT Set a reminder for my upcoming Space https://t.co/R6KEe4fVQT"  
[X Link](https://x.com/FransBakker9812/status/2023064200709570732)  2026-02-15T15:57Z 23K followers, [----] engagements


""Yes. So at Prince George we've obviously had capacity operating there for a while and continue to install new capacity and we'll do over the upcoming weeks. So a decent proportion of the $0.4 billion of contracted revenue that we talked about is already operational there." "Yes. So as I mentioned earlier Prince George we already have a lot of operating capacity there and expect over the upcoming weeks to continue to install equipment allowing us to get to the $0.5 billion annualized revenue run rate at that site." "Today we have approximately $2.3 billion of annualized revenue run rate under"  
[X Link](https://x.com/FransBakker9812/status/2023222899214275012)  2026-02-16T02:28Z 23K followers, [----] engagements


"@bitcoinbutcher1 https://x.com/i/status/2023222899214275012 @_Sgr_A_Star @bitcoinbutcher1 "Yes. So at Prince George we've obviously had capacity operating there for a while and continue to install new capacity and we'll do over the upcoming weeks. So a decent proportion of the $0.4 billion of contracted revenue that we talked about is already operational there." https://x.com/i/status/2023222899214275012 @_Sgr_A_Star @bitcoinbutcher1 "Yes. So at Prince George we've obviously had capacity operating there for a while and continue to install new capacity and we'll do over the upcoming weeks. So"  
[X Link](https://x.com/FransBakker9812/status/2023223271911768211)  2026-02-16T02:29Z 23K followers, [----] engagements


"@SpoonKidnapper Sure but a deal is coming. Mark it"  
[X Link](https://x.com/FransBakker9812/status/2016399318736109946)  2026-01-28T06:33Z 22.5K followers, [----] engagements


"OK who did this @BitcoinAIGuy $IREN"  
[X Link](https://x.com/FransBakker9812/status/2016448296987054561)  2026-01-28T09:48Z 22.7K followers, 11.5K engagements


"@BigGainsG @BitcoinAIGuy This is great AI work well done"  
[X Link](https://x.com/FransBakker9812/status/2016455897195970650)  2026-01-28T10:18Z 22.5K followers, [---] engagements


"@Dannycoopster Not a bad idea if there will be a dip that is"  
[X Link](https://x.com/FransBakker9812/status/2016683042124038338)  2026-01-29T01:21Z 22.5K followers, [---] engagements


"I rarely say this but he called it. Well done. $IREN $IREN Inverse Head & Shoulders Breakout Its no coincidence that $IREN is forming an inverse head & shoulders as Bitcoin breaks out. The measured move lines up perfectly with the golden pocket around $60 thats the key level Im watching. https://t.co/y0UcXFFmde $IREN Inverse Head & Shoulders Breakout Its no coincidence that $IREN is forming an inverse head & shoulders as Bitcoin breaks out. The measured move lines up perfectly with the golden pocket around $60 thats the key level Im watching. https://t.co/y0UcXFFmde"  
[X Link](https://x.com/FransBakker9812/status/2016719755424780767)  2026-01-29T03:47Z 22.8K followers, 95.9K engagements


"This guy however did not get the memo. Lol $IREN @CillianBraille I did https://t.co/KRXC8ewZE1 @CillianBraille I did https://t.co/KRXC8ewZE1"  
[X Link](https://x.com/FransBakker9812/status/2016720586110881888)  2026-01-29T03:50Z 22.7K followers, 43.8K engagements


"@mikealfred What's this A pump for Anths We need at least 5-10 trillion for that. Does that girlfriend come with a private jet btw Asking for a frend"  
[X Link](https://x.com/FransBakker9812/status/2016725617522430235)  2026-01-29T04:10Z 22.5K followers, [----] engagements


"@SixSigmaCapital You can assume that but I am not that optimistic towards bears and their investments"  
[X Link](https://x.com/FransBakker9812/status/2016726171376111710)  2026-01-29T04:12Z 22.5K followers, [---] engagements


"GM fam I'm short $50 puts and have $55/$38 put credit spreads on $IREN all for 1/30 aka tomorrow. How is your day going [--] week until earnings Good luck bulls 🐂"  
[X Link](https://x.com/FransBakker9812/status/2016879874338935196)  2026-01-29T14:23Z 22.7K followers, 17.6K engagements


"@FinnStockinger Everything is already above 80% of max profit to capture but I am so well ITM that I just let them expire. $IREN will deliver next week I am now looking at some degen plays for after earnings"  
[X Link](https://x.com/FransBakker9812/status/2016884618847539565)  2026-01-29T14:42Z 22.7K followers, [----] engagements


"@FinnStockinger I am eying $60 synthetic longs for 2/6"  
[X Link](https://x.com/FransBakker9812/status/2016891058748346379)  2026-01-29T15:07Z 22.5K followers, [---] engagements


"Facts 🔥 $IREN Make it make sense: Microsoft: We literally cannot build data centers fast enough to meet demand. $IREN: We have the power-secured sites and the GPUs ready to go right now. The Market: Sounds like a great reason to sell $IREN. Clearly being the immediate solution to a https://t.co/9LeDuLDvml Make it make sense: Microsoft: We literally cannot build data centers fast enough to meet demand. $IREN: We have the power-secured sites and the GPUs ready to go right now. The Market: Sounds like a great reason to sell $IREN. Clearly being the immediate solution to a https://t.co/9LeDuLDvml"  
[X Link](https://x.com/FransBakker9812/status/2017033211000528906)  2026-01-30T00:32Z 22.7K followers, 30.2K engagements


"I cashed them all in and rotated to $60 puts for next week my average is $5.99 on those. I actually had some $55 shares called earlier this month so if this would to be assigned in any case I will gladly take the shares. I used to credit to buy $60 calls for next week my average price is $4.25 on those. This means that for now there is a net inflow of cash and unless this macro event runs deep into next week I think $IREN will pump these things well into the [--] handle. https://twitter.com/i/web/status/2017066796415930414 https://twitter.com/i/web/status/2017066796415930414"  
[X Link](https://x.com/FransBakker9812/status/2017066796415930414)  2026-01-30T02:46Z 22.5K followers, [---] engagements


"@_Sgr_A_Star The pay wall disagrees with you sir"  
[X Link](https://x.com/FransBakker9812/status/2017076252029682058)  2026-01-30T03:23Z 22.5K followers, [----] engagements


"My take is that they are not a passive follower. To be part of the $MSFT partnership workgroup $IREN had to bring a lot to the table not just uptime. I'm certain that @dskrinnikoff and his team are designing the future of data center optimization together with MSFT and their other partners. https://twitter.com/i/web/status/2017078519281713435 https://twitter.com/i/web/status/2017078519281713435"  
[X Link](https://x.com/FransBakker9812/status/2017078519281713435)  2026-01-30T03:32Z 22.5K followers, [---] engagements


"@Proof_Of_Fib Yeah I saw this. They surrounded us. @McNamaraMT what's the plan Horizon 11-15"  
[X Link](https://x.com/FransBakker9812/status/2017103505316864016)  2026-01-30T05:12Z 22.5K followers, [----] engagements


"@MambaHarveyInc @EdwardKens50830 He didn't miss the recording of the Harry Potter movies"  
[X Link](https://x.com/FransBakker9812/status/2017124021423497603)  2026-01-30T06:33Z 22.5K followers, [---] engagements


"@00lawd @Proof_Of_Fib It shows that Lancium has bought the tract next to Horizon 1-4 of $IREN"  
[X Link](https://x.com/FransBakker9812/status/2017131171277394400)  2026-01-30T07:02Z 22.6K followers, [----] engagements


"Friday in a nutshell. $IREN Have a great weekend H/t @MooreorlessTim"  
[X Link](https://x.com/FransBakker9812/status/2017264627336487029)  2026-01-30T15:52Z 22.7K followers, 19.8K engagements


"@StrawHatTrade @MooreorlessTim I am happy but I didn't see no pump"  
[X Link](https://x.com/FransBakker9812/status/2017344936094687463)  2026-01-30T21:11Z 22.6K followers, [---] engagements


"@Ed15319149 The transcript said that previous contracted power is grandfathered in. I am confident $IREN has power contracted but govt holding them back to energize. It can go either way if/when they finally make peace with the BC govt"  
[X Link](https://x.com/FransBakker9812/status/2017831684058845547)  2026-02-01T05:25Z 22.6K followers, [---] engagements


"@NickGallantin Horizon was designed for VR 🫡"  
[X Link](https://x.com/FransBakker9812/status/2017832125911994871)  2026-02-01T05:27Z 22.7K followers, [---] engagements


"$IREN Weekly Space @ 9PM ET Join us for another Sunday night space. The last space before earnings With: @SmallCapSnipa @bitcoinbutcher1 And many others. See you there will be recorded. https://x.com/i/spaces/1gqGvrQNApaGBs=20 https://x.com/i/spaces/1gqGvrQNApaGBs=20 https://x.com/i/spaces/1gqGvrQNApaGBs=20 https://x.com/i/spaces/1gqGvrQNApaGBs=20"  
[X Link](https://x.com/FransBakker9812/status/2017961180846002546)  2026-02-01T14:00Z 22.7K followers, 42.1K engagements


"@mtinvestor I am both confused and annoyed by this. Lancium is trying to buy the town. I really wonder what their goal is here"  
[X Link](https://x.com/FransBakker9812/status/2018147782239178994)  2026-02-02T02:21Z 22.7K followers, 27.3K engagements


"2/1/2026 SW1 https://twitter.com/i/web/status/2018151870557237645 https://twitter.com/i/web/status/2018151870557237645"  
[X Link](https://x.com/FransBakker9812/status/2018151870557237645)  2026-02-02T02:37Z 22.7K followers, [----] engagements


"Everything in the blue rectanle has been build as an expansion of the 3GW switch. $IREN has even sold the land for it to the utility So why the upgrade if the power from the switch could handle more than [--] times the 1.4GW of power for @IREN_Ltd"  
[X Link](https://x.com/FransBakker9812/status/2018191593426354615)  2026-02-02T05:15Z 22.7K followers, [----] engagements


"Up to [--] days ago there were no transformers visible on site. But we have intel that they are already in Texas. In this picture we can see the bulk substation and $IREN's first primary substation. Do you spot the [--] transformer pads @ 138-36.5kV That's Tier III redundancy at PS"  
[X Link](https://x.com/FransBakker9812/status/2018191597066940522)  2026-02-02T05:15Z 22.7K followers, [----] engagements


"The picture only shows [--] but we are sure there are [--] on the road. Will we get confirmation this week Voltage ride-through has been postponed until [----]. Will $IREN energize Sweetwater [--] next month 👀 Could this be one of the earnings surprises Let me know in the comments"  
[X Link](https://x.com/FransBakker9812/status/2018191600569233836)  2026-02-02T05:15Z 22.7K followers, [----] engagements


"For those of you who didn't hear the space: @Lancium is accumulating land to initiate the build of a 765kV node in Childress. Since in future expansions of the STEP plan the Tesla substation is mentioned they went ahead and bought up everything nearby. It may curb $IREN's westward expansion plans if there ever were any but there are no signs of hostile take over attempts. Thank you for your attention to this matter. @mtinvestor I am both confused and annoyed by this. Lancium is trying to buy the town. I really wonder what their goal is here. https://t.co/tGdDohBhhl @mtinvestor I am both"  
[X Link](https://x.com/FransBakker9812/status/2018218378046111803)  2026-02-02T07:02Z 22.7K followers, 42.4K engagements


"@HyperTechInvest Awesome and @IREN_Ltd's customer @FireworksAI_HQ helping them out too. First $MSFT now Revolut. What's next Kansas City for $IREN"  
[X Link](https://x.com/FransBakker9812/status/2018284664516194386)  2026-02-02T11:25Z 22.7K followers, [----] engagements


"@TheTechInvest Google"  
[X Link](https://x.com/FransBakker9812/status/2018649904600781239)  2026-02-03T11:36Z 22.7K followers, [----] engagements


"Optionality can turn into indecision pretty quickly. Patience can turn into opportunity cost. Nothing has even happened yet is true when you contract 10% of your gross power but sign 600MW for [----] and decide to keep it quiet. If you don't oversubcribe your megawatts then don't oversubscribe your parking lots. We want backlogs not drawbacks. Deal makers make deals. The time for deafening silence is over. Winter is coming and the bears are skipping hibernation this year. $IREN $IREN reports earnings tomorrow and the entire situation comes down to whether a deal is announced. Expectations on X"  
[X Link](https://x.com/FransBakker9812/status/2019012377627525566)  2026-02-04T11:37Z 22.8K followers, 48.6K engagements


"@litigious_dulce How can earnings be bad What will them make bad that's not related to execution"  
[X Link](https://x.com/FransBakker9812/status/2019512914944852370)  2026-02-05T20:46Z 22.7K followers, 12.3K engagements


"Why is 100MW missing at Childress 🤔"  
[X Link](https://x.com/FransBakker9812/status/2019533687810060444)  2026-02-05T22:08Z 22.7K followers, [----] engagements


"@1fredtai I certainly am. watch them zoom in on $0.6B ARR by the end of March"  
[X Link](https://x.com/FransBakker9812/status/2019594655554498571)  2026-02-06T02:11Z 22.7K followers, [----] engagements


"@BTC_HODL_Mars Blended with prepayments from $MSFT"  
[X Link](https://x.com/FransBakker9812/status/2019603668610478586)  2026-02-06T02:46Z 22.7K followers, [---] engagements


"@PDPhilaPhil @cazenove_uk @IREN_Ltd @power_analys1s @McnallieM @Umbisam @Agrippa_Inv @TheKamaHsutra @BitcoinAIGuy @BTC_Bella69420 @Freedom_By_40 @sebastian_ski I disagree. This is a cat and mouse game. $IREN won't blink first. Hypers with all their capex plans can't go around them for much longer. Once $MSFT is "proven" possibly with [--] 9's uptime it's time to sign"  
[X Link](https://x.com/FransBakker9812/status/2019708666602205247)  2026-02-06T09:44Z 22.8K followers, [---] engagements


"@tungstenpilot @tweet_tj @danroberts0101 You don't know how those talks are progressing. I am going to die on the hill that delivering on the first Horizon to $MSFT will open up the floodgates"  
[X Link](https://x.com/FransBakker9812/status/2019708920592523392)  2026-02-06T09:45Z 22.8K followers, [---] engagements


"$IREN $CORZ $CIFR $RIOT Texas is open for business"  
[X Link](https://x.com/anyuser/status/1895122748181209123)  2025-02-27T14:44Z 23K followers, 35.6K engagements


"Prince George update"  
[X Link](https://x.com/anyuser/status/1944584987694792797)  2025-07-14T02:29Z 23K followers, 12.3K engagements


"$IREN New Site Is Live (Beta) @IREN_Ltd just launched their new website today. Its still in development so we can expect improvements and refinements in the coming weeks. One standout feature is the high-resolution image of the Sweetwater [--] site a location we have been analyzing through satellite imagery. With this new HD image we now get a clear view of the construction warehouse being deployed on the large concrete slab. We already spotted this slab during our field visit to the site in May. The structure appears to be a tent-style warehouse similar to the one $IREN uses in Childress. We"  
[X Link](https://x.com/anyuser/status/1947513398025240960)  2025-07-22T04:25Z 23K followers, 35.7K engagements


"This is the best news we could have gotten on a day like this with bitcoin dumping. Here is the absolute best part of the release: The order reflects a growing trend of customers contracting capacity ahead of delivery with IREN in discussions for multi-thousand Blackwell clusters. Are you bullish yet"  
[X Link](https://x.com/anyuser/status/1970083907128135844)  2025-09-22T11:13Z 23K followers, 19.4K 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 [---] MW of critical IT load (supported by up to [---] 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/anyuser/status/1971187781842927955)  2025-09-25T12:19Z 23K followers, 95.1K engagements


"$IREN Shareholder Base Is Growing Globally In Korea @IREN_Ltd was the #3 bought stock in September according to the statistics from a financial government agency. Quite impressive for a $11B market cap company. H/T @ddu3imm @TheKamaHsutra @FlyBrandCEO @FransBakker9812 @mikealfred @bitcoinbutcher1 @litigious_dulce @KashRamki @IREN_Ltd $IREN holders from Nordnet bank (Nordic) https://t.co/IF5PJInHLh @TheKamaHsutra @FlyBrandCEO @FransBakker9812 @mikealfred @bitcoinbutcher1 @litigious_dulce @KashRamki @IREN_Ltd $IREN holders from Nordnet bank (Nordic) https://t.co/IF5PJInHLh"  
[X Link](https://x.com/anyuser/status/1972361061899653180)  2025-09-28T18:01Z 23K followers, 51.2K engagements


"I'm seeing and reading a lot of confusion impatience and disappointment in the price action. This paired with radio silence from the company no more monthly reporting and very few media appearances creates a void that investors are eagerly filling with their own assumptions. I get that and to a degree I'm also surprised by how the market is treating the stock. It's almost as if IREN is a miner when BTC goes down and a depreciating $NVDA-dependent asset when the market assumes TPUs are the solution to world hunger. But now more than ever $IREN is being treated as a momentum stock. And at the"  
[X Link](https://x.com/FransBakker9812/status/1993675930053541918)  2025-11-26T13:39Z 23K followers, 89.5K engagements

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