# ![@TheBigDegen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1363631988.png) @TheBigDegen Big Degen 🇦🇺

Big Degen 🇦🇺 posts on X about $iren, ai, bullish, $googl the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1363631988/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363631988/c:line/m:interactions.svg)

- [--] Week [-------] -37%
- [--] Month [---------] -30%
- [--] Months [---------] +5,166%
- [--] Year [---------] +1,969%

### Mentions: [--] [#](/creator/twitter::1363631988/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363631988/c:line/m:posts_active.svg)

- [--] Week [---] -3.60%
- [--] Month [---] +7.60%
- [--] Months [-----] +459%
- [--] Year [-----] +249%

### Followers: [-----] [#](/creator/twitter::1363631988/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363631988/c:line/m:followers.svg)

- [--] Week [-----] +0.69%
- [--] Month [-----] +6.90%
- [--] Months [-----] +82%
- [--] Year [-----] +99%

### CreatorRank: [-------] [#](/creator/twitter::1363631988/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363631988/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3932 [finance](/list/finance)  37.62% [technology brands](/list/technology-brands)  25.74% [cryptocurrencies](/list/cryptocurrencies)  #7181 [financial services](/list/financial-services)  2.97% [automotive brands](/list/automotive-brands)  1.98% [social networks](/list/social-networks)  0.99%

**Social topic influence**
[$iren](/topic/$iren) #11, [ai](/topic/ai) 22.77%, [bullish](/topic/bullish) 9.9%, [$googl](/topic/$googl) #1990, [$34b](/topic/$34b) #2, [$cifr](/topic/$cifr) 7.92%, [microsoft](/topic/microsoft) #2439, [$nvda](/topic/$nvda) 6.93%, [googl](/topic/googl) #41, [$msft](/topic/$msft) 5.94%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@agrippa_inv](/creator/undefined) [@danroberts0101](/creator/undefined) [@goodbye17171717](/creator/undefined) [@dantheslsman](/creator/undefined) [@anthropicai](/creator/undefined) [@apompliano](/creator/undefined) [@ross30211931](/creator/undefined) [@kaykyller](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@stemulite23](/creator/undefined) [@tickersymbolyou](/creator/undefined) [@oppor2025](/creator/undefined) [@terrenz1972](/creator/undefined) [@yodastockinvest](/creator/undefined) [@sagarfromkrh](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@mikekuczborski](/creator/undefined) [@psycho22_erik](/creator/undefined) [@sunshinejimmyf](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Gold Royalty Corp. (GROY)](/topic/$groy) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/bitcoin) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Bloom Energy Corporation (BE)](/topic/$be) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [69Coin (69)](/topic/$69) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Dell Technologies, Inc. (DELL)](/topic/dell) [Asset Entities Inc. (ASST)](/topic/$asst) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Oracle Corporation (ORCL)](/topic/$orcl) [BlackRock Inc (BLK)](/topic/blackrock) [Sandisk Corporation (SNDK)](/topic/$sndk) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Redwire Corporation (RDW)](/topic/$rdw) [Uranium Energy Corp. (UEC)](/topic/$uec) [Micron Technology, Inc. (MU)](/topic/$mu) [Applied Digital Corp. (APLD)](/topic/$apld) [Western Digital Corp (WDC)](/topic/$wdc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@sunshine_jimmyf A deal will get announced hopefully soon. Looking longer term the financing for MSFT the cash pile and most importantly securing another 1.6GW in Oklahoma are very positive"  
[X Link](https://x.com/TheBigDegen/status/2019531612552327245)  2026-02-05T22:00Z [----] followers, [---] engagements


"$IREN 🤝 @AnthropicAI While its not $GOOGL Id certainly be happy with a deal with Anthropic 👍👊 Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101 interviews it's clear to me that Dan is very ambitions in Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101 interviews it's clear to"  
[X Link](https://x.com/TheBigDegen/status/2020766743929778421)  2026-02-09T07:48Z [----] followers, [----] engagements


"If you think $IREN will hit $75 by the end of [----] hit the like button. If you think $IREN will hit $250 by the end of [----] hit the repost button. If youre not sure then just hit both buttons anyway and have a great day 🫶"  
[X Link](https://x.com/TheBigDegen/status/1967703687431852033)  2025-09-15T21:34Z [----] followers, 93.9K engagements


"$IREN definitely wants $69 🔥🔥🔥 $IREN is wanting $69 🔥 $IREN is wanting $69 🔥"  
[X Link](https://x.com/TheBigDegen/status/1976282211432398906)  2025-10-09T13:42Z [----] followers, [----] engagements


"$IREN is the new $IREN pullbacks are normal and merely provide smart investors opportunities to load up more 😎 Im still expecting IREN to hit $100 before year end KNOW WHAT YOU HOLD 💪👌🔥"  
[X Link](https://x.com/TheBigDegen/status/1976937734653800527)  2025-10-11T09:07Z [----] followers, [----] engagements


"$IREN $CIFR $BKKT 🔥🔥🔥 Hows everyones ports going today"  
[X Link](https://x.com/TheBigDegen/status/1977788744834199581)  2025-10-13T17:29Z [----] followers, [----] engagements


"$IREN 👀👀👀 During this interview it was noted that inference already accounts for over 40% of AI-related revenue. Jensen Huang responded with Its about to go up by a billion times. https://www.barchart.com/share/news/35465640 https://www.barchart.com/share/news/35465640"  
[X Link](https://x.com/TheBigDegen/status/1979895461990518997)  2025-10-19T13:00Z [----] followers, 12.5K engagements


"$IREN 👀👀👀 Heres my no brainer AI infrastructure data centers & energy to be the hottest theme over the next few years 🔥🔥🔥"  
[X Link](https://x.com/TheBigDegen/status/1982301803703066715)  2025-10-26T04:22Z [----] followers, [----] engagements


"$IREN is on ABSOLUTE FIRE 🔥🔥🔥 🚀 Just locked in a MASSIVE $9.7B 5-year cloud deal with AAA-rated Microsoft $MSFT unleashing Nvidia GB300 GPUs via Dell for next-gen AI power. 🚀 This is just a sliver of IREN's 3GW beast-mode portfolio. 🚀 Analysts are piling in: Cantor just hiked PT to $142 Bernstein to $125 & Roth to $94 Upside screaming 👀 🚀 And the potential crown jewel Whispers of an $NVDA direct deal (could this be announced soon perhaps even at the [--] November EC 👀) 🚀 IREN is now well on track to becoming an AI Powerhouse (pun intended) YOU HAVE BEEN INFORMED by the Big Degen 😎"  
[X Link](https://x.com/anyuser/status/1985807336028647903)  2025-11-04T20:32Z [----] followers, 13.5K engagements


"$IREN currently in very choppy waters but so is the whole market What you need to know right now is IRENs Fundamentals scream a minimum $22B market cap Its currently an Undervalued Gem and once market sentiment picks up again theres 70% upside staring you right in the face $IREN 🔥🔥🔥"  
[X Link](https://x.com/TheBigDegen/status/1989221080373051849)  2025-11-14T06:37Z [----] followers, 13.6K engagements


"Whos BULLISH on $IREN🔥🔥🔥 Hit the LIKE button if you are. Hit the REPOST button if you just like the photo 👀 (NFA DYOR Photo Credit: Grok Imagine)"  
[X Link](https://x.com/TheBigDegen/status/1990342521407656283)  2025-11-17T08:53Z [----] followers, 11.1K engagements


"@moninvestor Yes not good in the long term I can understand some rotation to $CIFR (I recently bought some $CIFU (CIFR 2x)) but no way is $NBIS a better bet 🙅♂"  
[X Link](https://x.com/TheBigDegen/status/1993793281554313710)  2025-11-26T21:25Z [----] followers, [---] engagements


"@Omeloparece Yes on $GROY Ive been in $IREN since pre-IPO and in and out of $CIFR for a long time 😎"  
[X Link](https://x.com/TheBigDegen/status/1997410333246583185)  2025-12-06T20:58Z [----] followers, [---] engagements


"90% $IREN 7% $CIFR 3% Other (currently $GROY) What is your investment strategy for [----] What is your investment strategy for 2026"  
[X Link](https://x.com/TheBigDegen/status/2010484997069918466)  2026-01-11T22:52Z [----] followers, [----] engagements


"Nice start to the days trading will there be a sell off $IREN $CIFR $GROY"  
[X Link](https://x.com/TheBigDegen/status/2010728074766430307)  2026-01-12T14:58Z [----] followers, [----] engagements


"You can only choose one 🤔 $NBIS @ $108.73 $NVDA @ $186.23 $IBRX @ $5.52 $ONDS @ $12.16 $IREN @ $57.82 $PLTR @ $170.96 $BTC @ $95k $TSLA @ $437.50 $RKLB @ $96.30 $NUAI @ $4.33 $ASST @ $0.95 $AMD @ $231.83 $GOOG @ $330.34"  
[X Link](https://x.com/TheBigDegen/status/2012484669212688844)  2026-01-17T11:18Z [----] followers, 27.1K engagements


"@Agrippa_Inv Haha one of your nice recommendations my man 🤝"  
[X Link](https://x.com/TheBigDegen/status/2014088548853620740)  2026-01-21T21:31Z [----] followers, [---] engagements


"$IREN is getting closer to Bernsteins PT 🔥🔥🔥 $IREN 🔥🔥🔥 Bernstein increases its IREN price target by over 188% from $26 per share to $75 implying approximately a 64% upside. [----] the year of $IREN 🚀🚀🚀 https://t.co/S0WYcthBrx $IREN 🔥🔥🔥 Bernstein increases its IREN price target by over 188% from $26 per share to $75 implying approximately a 64% upside. [----] the year of $IREN 🚀🚀🚀 https://t.co/S0WYcthBrx"  
[X Link](https://x.com/TheBigDegen/status/2016614483280744921)  2026-01-28T20:48Z [----] followers, [----] engagements


"Very STRONG sign here for IREN (pardon the pun) 😎 Very BULLISH $IREN 🔥🔥🔥 BREAKING: We just caught another interesting trade. Representative Dale Strong made a single stock purchase yesterday. He bought stock in the data center company $IREN. Strong sits on the appropriations committee which sets government spending. https://t.co/5bozw0986l BREAKING: We just caught another interesting trade. Representative Dale Strong made a single stock purchase yesterday. He bought stock in the data center company $IREN. Strong sits on the appropriations committee which sets government spending."  
[X Link](https://x.com/TheBigDegen/status/2016896426580857274)  2026-01-29T15:29Z [----] followers, 24K engagements


"So how good does $IREN look in this space with 3GW to be energised and monetised well before [----] NOT TO MENTION more capacity in the pipeline soon (did someone say Oklahoma 👀) $IREN 🔥🔥🔥 Data center developers expect one-fifth of sites to exceed 1GW by [----] and one-third by [----] up from just one-tenth today per Bloom. $MSFT $AMZN $GOOG $ORCL $NVDA Data center developers expect one-fifth of sites to exceed 1GW by [----] and one-third by [----] up from just one-tenth today per Bloom. $MSFT $AMZN $GOOG $ORCL $NVDA"  
[X Link](https://x.com/TheBigDegen/status/2017845735174332480)  2026-02-01T06:21Z [----] followers, 11.4K engagements


"$IREN is THE play for [----] 🔥🔥🔥 IREN: The AI Powerhouse Poised for Explosive Growth 🔥 BlackRock nails it: AI's bottleneck isn't chips - its LAND & ENERGY. 🔥 IREN owns the world's largest power campus (Sweetwater 2+ GW) dwarfing $AMZN $MSFT $META. 🔥 At $17B mcap it's undervalued gold in infinite-demand AI compute. 🔥 Key [----] Catalysts: - Scale to 140K GPUs $3.4B AI ARR (6x jump) - Energize Sweetwater & expand Childress for Blackwell tech - Secure mega-deals beyond $9.7B MSFT contract - Hit $3B+ ARR 60-70% EBITDA margins positive FCF 🔥 New investors: Jump in now and shareholders HODL"  
[X Link](https://x.com/TheBigDegen/status/2017851087181779256)  2026-02-01T06:42Z [----] followers, 23K engagements


"🚨 Is $IREN brewing something MASSIVE in Oklahoma 👀👀👀 🔥 rumours of a 1.5GW beast site dropping soon 🔥 whispers of Google AI cloud magic in the mix 🔥 Job listings security deposits and DFW recruiting scream expansion 🔥 While Texas cranks (2GW Sweetwater online April) Oklahomas low power costs & wind boom make it prime for hyperscaler gold 🔥 Earnings brought forward to Feb [--] WATCH THIS SPACE 👀 NFA / DYOR https://twitter.com/i/web/status/2018215811845120324 https://twitter.com/i/web/status/2018215811845120324"  
[X Link](https://x.com/TheBigDegen/status/2018215811845120324)  2026-02-02T06:52Z [----] followers, 16.2K engagements


"$IBRX & $IREN 🔥😎 January Best Performing Stocks $IBRX +215%🟢 $SNDK +145%🟢 $SATL +145%🟢 $NUAI +134%🟢 $CRML +89%🟢 $USAR +88%🟢 $SKYT +74%🟢 $BE +74%🟢 $RCAT +70%🟢 $ICHR +64%🟢 $UUUU +54%🟢 $RDW +54%🟢 $ASTS +53%🟢 $UEC +47%🟢 $UAMY +46%🟢 $MU +45%🟢 $WDC +45%🟢 $IREN +43%🟢 $APLD +38%🟢 January Best Performing Stocks $IBRX +215%🟢 $SNDK +145%🟢 $SATL +145%🟢 $NUAI +134%🟢 $CRML +89%🟢 $USAR +88%🟢 $SKYT +74%🟢 $BE +74%🟢 $RCAT +70%🟢 $ICHR +64%🟢 $UUUU +54%🟢 $RDW +54%🟢 $ASTS +53%🟢 $UEC +47%🟢 $UAMY +46%🟢 $MU +45%🟢 $WDC +45%🟢 $IREN +43%🟢 $APLD +38%🟢"  
[X Link](https://x.com/TheBigDegen/status/2018230529842425989)  2026-02-02T07:50Z [----] followers, [----] engagements


"Good strategy 👊 $IREN 🔥🔥🔥 Out of all data center stocks $IREN is the best. And its about time for me to consolidate all my other ones into $IREN Out of all data center stocks $IREN is the best. And its about time for me to consolidate all my other ones into $IREN"  
[X Link](https://x.com/TheBigDegen/status/2018409668033585367)  2026-02-02T19:42Z [----] followers, [----] engagements


"Will $IREN 30x by [----] 👀 Neocloud market is expected to 30x by [----] (8 years) $IREN: Runs renewable-powered data centres with [---] MW $NBIS: Offers full-stack AI cloud with GPU clusters with a 355% revenue growth y/y $CRWV: Rents out 250k GPUs backed by $55B backlog and [--] data centers https://t.co/CfABhYpSFd Neocloud market is expected to 30x by [----] (8 years) $IREN: Runs renewable-powered data centres with [---] MW $NBIS: Offers full-stack AI cloud with GPU clusters with a 355% revenue growth y/y $CRWV: Rents out 250k GPUs backed by $55B backlog and [--] data centers https://t.co/CfABhYpSFd"  
[X Link](https://x.com/TheBigDegen/status/2018455420990636281)  2026-02-02T22:44Z [----] followers, [----] engagements


"You had me at $IREN going to $400 🔥🔥🔥 These [--] Stocks Will Retire You by 2030: Most people will look at this list and think Im delusional. Let them. $ASTS $105 $1000 $ONDS $12 $100 $IREN $50 $400 $TE $9 $85 Heres what the market is missing: These arent momentum plays. These arent hype https://t.co/QzV6ouhY6H These [--] Stocks Will Retire You by 2030: Most people will look at this list and think Im delusional. Let them. $ASTS $105 $1000 $ONDS $12 $100 $IREN $50 $400 $TE $9 $85 Heres what the market is missing: These arent momentum plays. These arent hype https://t.co/QzV6ouhY6H"  
[X Link](https://x.com/TheBigDegen/status/2018623616058118477)  2026-02-03T09:52Z [----] followers, [----] engagements


"$IREN vs $PLTR 🧐 PLTR: $352B mcap on $7.2B '26 rev = 50x forward P/S. IREN: Targeting $3.4B AI Cloud ARR by Dec '26 (w/ $9.7B MSFT deal fueling it) yet only $17B mcap = 5x forward P/S. WATCH OUT when IREN starts rerating throughout [----] 👀👀 So IREN has a potential upside of 10x ($170B mcap) by the end of [----] 🚀🚀🚀 NFA https://twitter.com/i/web/status/2018642130810654794 https://twitter.com/i/web/status/2018642130810654794"  
[X Link](https://x.com/TheBigDegen/status/2018642130810654794)  2026-02-03T11:06Z [----] followers, 28.8K engagements


"$IREN big deal incoming Adding $IREN Here. This is not $BTC play this is Energy Play. It will have similar move as $BE . Im expecting a BIG DEAL ✅ Adding $IREN Here. This is not $BTC play this is Energy Play. It will have similar move as $BE . Im expecting a BIG DEAL ✅"  
[X Link](https://x.com/TheBigDegen/status/2018806091082317960)  2026-02-03T21:57Z [----] followers, 15.5K engagements


"@goodbye17171717 Only $IRE 👍"  
[X Link](https://x.com/TheBigDegen/status/2019151725496799512)  2026-02-04T20:51Z [----] followers, [---] engagements


"Who said AI is dying $13b demand for $2b issue this is insane 🔥 Well done $CIFR and this is HUGE news for $IREN 👀👀👀 $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq"  
[X Link](https://x.com/TheBigDegen/status/2019153540229525933)  2026-02-04T20:58Z [----] followers, [----] engagements


"This is INSANELY positive for the AI Data Centers 🔥🔥🔥 Is there an $IREN x $GOOGL partnership looming 👀👀👀 *ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B *ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B"  
[X Link](https://x.com/TheBigDegen/status/2019159855576330676)  2026-02-04T21:23Z [----] followers, 19.4K engagements


"@psycho22_erik Yes IRE wldve been better but IREN long term were good 🤝"  
[X Link](https://x.com/TheBigDegen/status/2019205613356757115)  2026-02-05T00:25Z [----] followers, [---] engagements


"Well done $CIFR / Tyler on the $2b issue (6.5x oversubscribed) 👏 this is also very BULLISH for $IREN 🔥🔥🔥 https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M"  
[X Link](https://x.com/TheBigDegen/status/2019210366694355379)  2026-02-05T00:44Z [----] followers, [----] engagements


"🚀 $IREN Deep Dive: Why I'm Still Bullish on their big AI Play Despite the Noise Fellow Degens just wrapped my analysis on Iris Energy's Q2 FY26 results yeah revenue dipped to $184.7M QoQ (mostly from BTC mining volatility) and we saw a net loss from non-cash charges like impairments & stock comp. But let's zoom out: this is a TRANSFORMATIONAL story unfolding. 🔥 AI Cloud Explosion: Revenue DOUBLED to $17.3M With 140k GPUs targeted by end-2026 that's $3.4B ARR locked in including that massive $1.94B from Microsoft. Demand for AI infra is INSANE and IREN's renewable-powered sites are primed to"  
[X Link](https://x.com/TheBigDegen/status/2019524125925208201)  2026-02-05T21:30Z [----] followers, 14.1K engagements


"All the hyperscalers are massively cranking up their capex for AI and youre selling $IREN which now has 4.5GW of SECURED power Thank you to all the panic sellers Ill keep buying more at these Black Friday prices 👍 https://twitter.com/i/web/status/2019550890588533198 https://twitter.com/i/web/status/2019550890588533198"  
[X Link](https://x.com/TheBigDegen/status/2019550890588533198)  2026-02-05T23:17Z [----] followers, 15.7K engagements


"@AshtarCodes You gotta keep rotating back to $IREN cause yes time decay is an issue. I rotate both ways depending on whats going on"  
[X Link](https://x.com/TheBigDegen/status/2019552870014877893)  2026-02-05T23:25Z [----] followers, [---] engagements


"Love this post ❤❤❤ Still BULLISH & LONG on $IREN 🔥🔥🔥 $IREN price action post earnings release is nasty. The market seems to be throwing a tantrum over [--] things: no new hyperscaler deals being announced and a big miss versus analysts EPS expectations. 1) No new hyperscaler deal announcements is disappointing but with the $IREN price action post earnings release is nasty. The market seems to be throwing a tantrum over [--] things: no new hyperscaler deals being announced and a big miss versus analysts EPS expectations. 1) No new hyperscaler deal announcements is disappointing but with the"  
[X Link](https://x.com/TheBigDegen/status/2019570826547458474)  2026-02-06T00:36Z [----] followers, [----] engagements


"Agreed TTI despite all the noise and backward looking updates the future looks even stronger with ease of buildout financing and securing another 1.6GW In Oklahoma (TOTAL NOW 4.5GW 👀) $IREN 🔥🔥🔥 🚨 $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December [----] 🚨 $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud"  
[X Link](https://x.com/TheBigDegen/status/2019575476977889496)  2026-02-06T00:54Z [----] followers, [----] engagements


"Huge news indeed Who else now has 4.5GW SECURED $IREN 🔥🔥🔥 🚨 $IREN HUGE NEWS 🚨 NEW 1.6GW DATA CENTER IN OKLAHOMA https://t.co/ldRjZebVPT 🚨 $IREN HUGE NEWS 🚨 NEW 1.6GW DATA CENTER IN OKLAHOMA https://t.co/ldRjZebVPT"  
[X Link](https://x.com/TheBigDegen/status/2019575992331956564)  2026-02-06T00:56Z [----] followers, [----] engagements


"Still long and strong on $IREN 💪💪💪 $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://t.co/vEGgz0JD94 $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://t.co/vEGgz0JD94"  
[X Link](https://x.com/TheBigDegen/status/2019587322493432127)  2026-02-06T01:41Z [----] followers, [----] engagements


"Not bothered by todays panic selling. Still BULLISH $IREN 🔥🔥🔥 🚨 $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December [----] 🚨 $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of"  
[X Link](https://x.com/TheBigDegen/status/2019587577486233625)  2026-02-06T01:42Z [----] followers, [----] engagements


"💯 $IREN still on the right track once the ARR cranks right up by EOY the market will have to take notice 👍 [--] GW Grid secured power now. Everything else going as planned. Lowest interest rate in the market. Stay patience. $IREN will heal and bring deals. No doubt. [--] GW Grid secured power now. Everything else going as planned. Lowest interest rate in the market. Stay patience. $IREN will heal and bring deals. No doubt"  
[X Link](https://x.com/TheBigDegen/status/2019624160214016246)  2026-02-06T04:08Z [----] followers, [----] engagements


"Congrats Dan & team. Some fine pointers to the future from todays call incl the excellent news securing a further 1.6GW in Oklahoma 🔥🔥🔥 The market (and SP) will eventually catch up to the true worth of $IREN 🚀🚀🚀 Another quarterly update completed for $IREN. We published our Q2 update earlier today and interest was strong enough to briefly overwhelm the site at release. If you missed the deck its available here: 👉 https://t.co/balYEQl0ri The past few months have seen continued Another quarterly update completed for $IREN. We published our Q2 update earlier today and interest was strong"  
[X Link](https://x.com/TheBigDegen/status/2019641463555138022)  2026-02-06T05:17Z [----] followers, [----] engagements


"$IREN: Overall narrative from [--] February [----] Earnings Call IREN is rapidly evolving into a vertically integrated AI cloud leader with de-risked flagship contract abundant demand proven execution speed and vast untapped power optionality positioning for significant re-rating as AI revenue ramps through [----]. Key Takeaways Major De-Risking of Microsoft Deal - Secured $3.6B GPU financing at 6% interest + $1.9B customer prepayments covering 95% of capex for the $9.7B Microsoft AI contract. Effective blended cost 3% described as "GPUs for next to nothing" materially boosts equity IRR and removes"  
[X Link](https://x.com/TheBigDegen/status/2019711240671514838)  2026-02-06T09:54Z [----] followers, [----] engagements


"🚨 $IREN ANALYST UPDATE: Bernstein just dropped their post-Q2 FY26 note "Punished for no new deal - AI scale up on track" and they're sticking to that juicy $125 PT with Outperform rating 📈 Despite the 18% dip on no fresh AI hyperscaler announcements they've got $3.4B ARR locked in by Q4'26 (140K GPUs) 4.5GW power $2.8B cash and MSFT financing at 6%. Overreaction Big time IRENs AI ramp is firing 🔥🔥🔥 https://twitter.com/i/web/status/2019741916590715064 https://twitter.com/i/web/status/2019741916590715064"  
[X Link](https://x.com/TheBigDegen/status/2019741916590715064)  2026-02-06T11:56Z [----] followers, 15.9K engagements


"@Mr_Derivatives And 100% move on $IRE 🔥"  
[X Link](https://x.com/TheBigDegen/status/2019767408328622163)  2026-02-06T13:37Z [----] followers, [----] engagements


"Excellent analysis and summary 👊 $IREN 🔥🔥🔥 Update on $IREN Investment Position Following Q2 FY2026 Results I believe the Iren sell off is overblown and below I will describe why and how we should actually look at this business. With a sell off this hard you should always ask yourself "why did I invest in this company in Update on $IREN Investment Position Following Q2 FY2026 Results I believe the Iren sell off is overblown and below I will describe why and how we should actually look at this business. With a sell off this hard you should always ask yourself "why did I invest in this"  
[X Link](https://x.com/TheBigDegen/status/2019914604256870703)  2026-02-06T23:22Z [----] followers, [----] engagements


"You know who knows @Grok knows 🤓😎 $IREN 🔥🔥🔥"  
[X Link](https://x.com/TheBigDegen/status/2019926722662240615)  2026-02-07T00:10Z [----] followers, [----] engagements


"BULLISH AI SUPER BULLISH $IREN 🔥🔥🔥 The naysayers (aka stupid people) have been calling out large AI buildout capex costs like theyre unsustainable. Well Jensen Huang just shut that down on CNBC today: It's justified appropriate & sustainable. Why AI companies are already making great money and revenues will explode with more compute. 🧵👇 https://twitter.com/i/web/status/2019938598410391767 https://twitter.com/i/web/status/2019938598410391767"  
[X Link](https://x.com/TheBigDegen/status/2019938598410391767)  2026-02-07T00:57Z [----] followers, [----] engagements


"Huang: "Anthropic is making great money. OpenAI is making great money." "If they could have twice as much compute the revenues would go up four times as much." This is the largest infra buildout in historydriven by sky-high demand that's turning into real cash flows. https://twitter.com/i/web/status/2019938869551259952 https://twitter.com/i/web/status/2019938869551259952"  
[X Link](https://x.com/TheBigDegen/status/2019938869551259952)  2026-02-07T00:58Z [----] followers, [---] engagements


"Guess who owns a 4.5GW AI power moat Guess who owns some big golden keys to the AI Kingdom that Jensen described today No wonder @danroberts0101 is taking his time to ensure that IREN negotiates the best deals How can you be bearish on IREN $IREN super BULLISH 🔥🔥🔥 https://twitter.com/i/web/status/2019940046464549318 https://twitter.com/i/web/status/2019940046464549318"  
[X Link](https://x.com/TheBigDegen/status/2019940046464549318)  2026-02-07T01:03Z [----] followers, [---] engagements


"@grok Im guessing theyll announce their 2nd big hyperscaler partnership soon eg. $GOOGL $AMZN $META possibly others Who do u think itll be Grok"  
[X Link](https://x.com/TheBigDegen/status/2019943063846809818)  2026-02-07T01:15Z [----] followers, [---] engagements


"Great interview NEVER BEEN MORE BULLISH ON $IREN 🔥🔥🔥 Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time. https://t.co/9ftsGrM0J8 Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest"  
[X Link](https://x.com/TheBigDegen/status/2019945206028857349)  2026-02-07T01:24Z [----] followers, [----] engagements


"$IREN Q2 [----] Earnings aftermath Am I worried about no new hyperscaler deal being announced No Because IREN is in advanced talks for more than one multi-billion-dollar contract with the world's biggest tech companies. They've already locked in a massive $9.7B deal with Microsoft which validates their AI business model. Im not concerned at all. Am I worried about the revenue miss ($185M vs. $227M expected) No Because it's entirely from intentionally dialing back Bitcoin mining (down 39% Q/Q) to retrofit sites for high-margin AI GPUs - AI cloud revenue exploded 137% Q/Q and 550% Y/Y to $17.3M"  
[X Link](https://x.com/TheBigDegen/status/2020091827651780884)  2026-02-07T11:06Z [----] followers, [----] engagements


"Thank you Jim for this genius level update on $IREN 🙏 During rough market times and material share-price drawdowns its very comforting to see that IRENs future is VERY bright 🔥🔥🔥 $IREN: Feb [--] [----] Earnings The Sin The sin that $IREN committed this earnings report was not announcing a second deal. When we look at the three months since $IREN signed its first MSFT deal: [--]. November: Management worked on convertibles negotiations and started debt funding https://t.co/OFtPNygxtV $IREN: Feb [--] [----] Earnings The Sin The sin that $IREN committed this earnings report was not announcing a second"  
[X Link](https://x.com/TheBigDegen/status/2020243771372552309)  2026-02-07T21:10Z [----] followers, 12.9K engagements


"Huge insights from Jensen in that interview 👊 They 💯 confirmed my conviction in $IREN 🔥🔥🔥 We are in the once in a generation infrastructure build out. This is the largest infrastructure build out in human history. - Jensen Huang https://t.co/JgIS79ansz We are in the once in a generation infrastructure build out. This is the largest infrastructure build out in human history. - Jensen Huang https://t.co/JgIS79ansz"  
[X Link](https://x.com/TheBigDegen/status/2020289510668697952)  2026-02-08T00:12Z [----] followers, [----] engagements


"@APompliano Huge insights from Jensen in that interview 👊 They 💯 confirmed my conviction in $IREN 🔥🔥🔥"  
[X Link](https://x.com/TheBigDegen/status/2020289657934868564)  2026-02-08T00:12Z [----] followers, [---] engagements


"@strykrai @APompliano Yes but he emphasises the corresponding revenue will be even more insane $IREN 🔥🔥🔥"  
[X Link](https://x.com/TheBigDegen/status/2020290386535858248)  2026-02-08T00:15Z [----] followers, [--] engagements


"All roads leads to $IREN 🔥👇 https://x.com/thebigdegen/status/2019938598410391767s=46 We are in the once in a generation infrastructure build out. This is the largest infrastructure build out in human history. - Jensen Huang https://t.co/JgIS79ansz https://x.com/thebigdegen/status/2019938598410391767s=46 We are in the once in a generation infrastructure build out. This is the largest infrastructure build out in human history. - Jensen Huang https://t.co/JgIS79ansz"  
[X Link](https://x.com/TheBigDegen/status/2020291377196941491)  2026-02-08T00:19Z [----] followers, [----] engagements


"@ross30211931 Mate ur welcome to not invest in $IREN and I truly DGAF about your thoughts 👋"  
[X Link](https://x.com/TheBigDegen/status/2020292196239630771)  2026-02-08T00:22Z [----] followers, [--] engagements


"💯 The better the company and its potential the greater the expectations Agreed no need to rush the next big deal especially as they have a lot on their plate with executing the Microsoft contract. Never been more BULLISH $IREN 🔥🔥🔥 Does $IREN have to announce a deal every quarter The fact that $IREN is expected to sign a deal with a hyperscaler every quarter or its just a sell is bullish for the best AI INFRA company in the sector. In Q1 $IREN signed a unique deal with $MSFT that we cant compare it Does $IREN have to announce a deal every quarter The fact that $IREN is expected to sign a"  
[X Link](https://x.com/TheBigDegen/status/2020310185303236758)  2026-02-08T01:34Z [----] followers, [----] engagements


"@grok @dantheslsman Grok what about insurance for the space DCs and also whats Elons usual track record like between initial timeline estimates vs actual deliveries"  
[X Link](https://x.com/TheBigDegen/status/2020455853489336758)  2026-02-08T11:13Z [----] followers, [--] engagements


"$IREN ✅✅✅ $IREN up 5% today and 3% after hours. This is the comeback. A week ago: $55 Earnings dump low: $28 Today: $43 Thats a 50% crash followed by a 53% recovery in days. This is what conviction looks like. After a brutal week of panic selling following earnings $IREN is roaring https://t.co/tLsfcUWrsh $IREN up 5% today and 3% after hours. This is the comeback. A week ago: $55 Earnings dump low: $28 Today: $43 Thats a 50% crash followed by a 53% recovery in days. This is what conviction looks like. After a brutal week of panic selling following earnings $IREN is roaring"  
[X Link](https://x.com/TheBigDegen/status/2020462387338355074)  2026-02-08T11:39Z [----] followers, [----] engagements


"$IREN 👊👊👊 Execution risk on $IREN Let's talk facts this team crushes it. Proven track record: This team has always delivered on commitments. Microsoft ($MSFT) did deep due diligence before committing to a $10B contract + $1.9B prepayment. Bond holders handed over $3.3B in financing Execution risk on $IREN Let's talk facts this team crushes it. Proven track record: This team has always delivered on commitments. Microsoft ($MSFT) did deep due diligence before committing to a $10B contract + $1.9B prepayment. Bond holders handed over $3.3B in financing"  
[X Link](https://x.com/TheBigDegen/status/2020590812179108349)  2026-02-08T20:09Z [----] followers, [----] engagements


"@grok @KayKyller Thats BS @grok heres the exact thread of what you advised me the only tweaks I gave you were to add the new 1.6GW Oklahoma site (which was confirmed Feb 5) and to remove reliance on BTC mining which is logical given IREN is phasing it out 🤷♂ https://x.com/i/grok/share/becd54abcd4344f080ff09dbcc70089c https://x.com/i/grok/share/becd54abcd4344f080ff09dbcc70089c"  
[X Link](https://x.com/TheBigDegen/status/2020609012996395516)  2026-02-08T21:21Z [----] followers, [--] engagements


"Great to see your transparency here and love your calls of $76 and $100+ soon 👊 $IREN will continue to create generational wealth for investors 🔥🔥🔥 I WAS WRONG ABOUT $IREN. My bearish count is invalid. This means: The next drop will be wave [--] and most likely not make a new low. Either way my target stays unchanged: $76 minimum but I believe we'll see prices above $100 soon. https://t.co/7FKbusyuzc I WAS WRONG ABOUT $IREN. My bearish count is invalid. This means: The next drop will be wave [--] and most likely not make a new low. Either way my target stays unchanged: $76 minimum but I believe"  
[X Link](https://x.com/TheBigDegen/status/2020618458543874168)  2026-02-08T21:59Z [----] followers, [----] engagements


"$IREN FAQ: The [--] most asked questions I see on X about IREN are: [--]. Wen (next) deal [--]. Wen $100 My personal views are: [--]. by end of April [----] [--]. by end of June [----] What does everyone else think🧐 @BitcoinAIGuy 😎 https://twitter.com/i/web/status/2020625203567710680 https://twitter.com/i/web/status/2020625203567710680"  
[X Link](https://x.com/TheBigDegen/status/2020625203567710680)  2026-02-08T22:26Z [----] followers, 12.1K engagements


"@awkwardgoogle @grok who won this game in the video"  
[X Link](https://x.com/TheBigDegen/status/2020626997396029950)  2026-02-08T22:33Z [----] followers, [----] engagements


"Yep great article and nice insights @brianfry01 👌 $IREN 🔥🔥🔥 @bitcoinbutcher1 Great Substack article find: IREN Is Quietly Building a Category That Doesnt Exist Yet - Leonardo Boquillion While reading this keep in mind that IRENs CTO Denis Skrinnikoff has spent many years designing building integrating and managing cloud @bitcoinbutcher1 Great Substack article find: IREN Is Quietly Building a Category That Doesnt Exist Yet - Leonardo Boquillion While reading this keep in mind that IRENs CTO Denis Skrinnikoff has spent many years designing building integrating and managing cloud"  
[X Link](https://x.com/TheBigDegen/status/2020658283728797734)  2026-02-09T00:37Z [----] followers, [----] engagements


"Just noticed this old post. Congrats to everyone who hit the Like button cause $IREN did indeed reach over $75 before the end of [----] 👏 Now whos game enough to call $250 before the end of [----] 🧐👀 Being a big Degen I am 👊😎 If you think $IREN will hit $75 by the end of [----] hit the like button. If you think $IREN will hit $250 by the end of [----] hit the repost button. If youre not sure then just hit both buttons anyway and have a great day 🫶 If you think $IREN will hit $75 by the end of [----] hit the like button. If you think $IREN will hit $250 by the end of [----] hit the repost button. If"  
[X Link](https://x.com/TheBigDegen/status/2020663559878042087)  2026-02-09T00:58Z [----] followers, [----] engagements


"Every day that passes we get to one day closer to $IRENs next big deal 👀👀👀 Who will it be with 🧐 A. Anthropic B. Google C. Amazon D. Meta E. xAI F. Microsoft (Deal #2) G. Other"  
[X Link](https://x.com/TheBigDegen/status/2020767866598101478)  2026-02-09T07:52Z [----] followers, [----] engagements


"@Stemulite23 @dantheslsman @grok 💯"  
[X Link](https://x.com/TheBigDegen/status/2020769531162206474)  2026-02-09T07:59Z [----] followers, [--] engagements


"$IREN can nail the trifecta there 🎯🎯🎯 ⚡ Investor Takeaway - $IREN Rapidly transitioning into a vertically integrated AI cloud platform it has secured substantial financing and new power capacity to support its multi-billion-dollar Microsoft contract and future growth. Investors should monitor the continued https://t.co/dzuK6VJDj6 ⚡ Investor Takeaway - $IREN Rapidly transitioning into a vertically integrated AI cloud platform it has secured substantial financing and new power capacity to support its multi-billion-dollar Microsoft contract and future growth. Investors should monitor the"  
[X Link](https://x.com/TheBigDegen/status/2020786596547526816)  2026-02-09T09:07Z [----] followers, [----] engagements


"Doesnt look healthy to me 🤷♂ @mikealfred what do you think 🤔 $CRWV is dropping tens of millions on a new TV ad campaign. Why blow that much when you're buried in debt and only stay afloat because $NVDA needs its own cloud From a customer acquisition standpoint this campaign is a total waste. Man I'm starting to think this whole thing https://t.co/roTyX8UtDY $CRWV is dropping tens of millions on a new TV ad campaign. Why blow that much when you're buried in debt and only stay afloat because $NVDA needs its own cloud From a customer acquisition standpoint this campaign is a total waste. Man"  
[X Link](https://x.com/TheBigDegen/status/2020810024646214032)  2026-02-09T10:40Z [----] followers, [----] engagements


"I know a company thats holding aces and packin heat $IREN 🔥🔥🔥 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server"  
[X Link](https://x.com/TheBigDegen/status/2021042981202268345)  2026-02-10T02:06Z [----] followers, [----] engagements


"$IREN 🔥🔥🔥 Just dove into Roth's latest PT on IREN (Analyst: Darren Aftahi) ✅ Buy rating $94 target ✅ Prime long term entry for this AI data center beast ✅ 4.5GW power expansion (with Oklahoma 1.6GW addition) ✅ $3.4B AI ARR by '26 (2/3 contracted) ✅ Monster EBITDA growth to $2B+ in FY27 ✅ Renewable energy + anchor MSFT deal ✅ More deals incoming (when not if) https://twitter.com/i/web/status/2021052307748814855 https://twitter.com/i/web/status/2021052307748814855"  
[X Link](https://x.com/TheBigDegen/status/2021052307748814855)  2026-02-10T02:43Z [----] followers, [----] engagements


"@grok if IREN can hit $2b+ EBITDA in FY2027 (which I think is conservative based off $3.4b ARR and approx 80-85% margins) what would a fair mcap valuation range be"  
[X Link](https://x.com/TheBigDegen/status/2021080973786612198)  2026-02-10T04:37Z [----] followers, [----] engagements


"$IREN could it be the next $NVDA 🔥🔥🔥 Dont listen to me listen to Alex Divinsky 👀👊🚀 👇 https://youtu.be/L32WLzFkxiE https://youtu.be/L32WLzFkxiE"  
[X Link](https://x.com/TheBigDegen/status/2021346524027027714)  2026-02-10T22:12Z [----] followers, 11.2K engagements


"This is very funny Keep watching 🤓😎😅😂 Bitcoin Baptism class of [----] https://t.co/BQpA85PZCY Bitcoin Baptism class of [----] https://t.co/BQpA85PZCY"  
[X Link](https://x.com/TheBigDegen/status/2021364006892810629)  2026-02-10T23:21Z [----] followers, [---] engagements


"Alex @TickerSymbolYOU is definitely worth a follow and he has 580k subscribers on YouTube 👀👀👀 $IREN could it be the next $NVDA 🔥🔥🔥 Dont listen to me listen to Alex Divinsky 👀👊🚀 👇 https://t.co/31sGiOkcdg $IREN could it be the next $NVDA 🔥🔥🔥 Dont listen to me listen to Alex Divinsky 👀👊🚀 👇 https://t.co/31sGiOkcdg"  
[X Link](https://x.com/TheBigDegen/status/2021368136805777642)  2026-02-10T23:38Z [----] followers, [----] engagements


"Love your work Alex $IREN 🔥🔥🔥 https://x.com/thebigdegen/status/2021346524027027714s=46 Wall Street just made a HUGE MISTAKE on $IREN Here's why I'm buying this stock right now: https://t.co/LhSFLYH4wt https://x.com/thebigdegen/status/2021346524027027714s=46 Wall Street just made a HUGE MISTAKE on $IREN Here's why I'm buying this stock right now: https://t.co/LhSFLYH4wt"  
[X Link](https://x.com/TheBigDegen/status/2021369822853070955)  2026-02-10T23:44Z [----] followers, [----] engagements


"100% correct take here from the @bitcoinbutcher1 👌 $IREN 🔥🔥🔥 So @GoldmanSachs underwrote $iren convertible notes in December and grew their position after seeing behind the curtain. The downgrade in 🎯 from [--] to [--] is noise. Truth is they are likely buying more near the direct equity offering price of $41 for their clients before a new So @GoldmanSachs underwrote $iren convertible notes in December and grew their position after seeing behind the curtain. The downgrade in 🎯 from [--] to [--] is noise. Truth is they are likely buying more near the direct equity offering price of $41 for their"  
[X Link](https://x.com/TheBigDegen/status/2021371006116561280)  2026-02-10T23:49Z [----] followers, [----] engagements


"@Jessica__Elle Send me a DM Ill give u more alpha"  
[X Link](https://x.com/TheBigDegen/status/2021482023576273160)  2026-02-11T07:10Z [----] followers, [--] engagements


"$IREN 🔥🔥🔥 Heres Groks view of the $3.6b GPU funding for executing the Microsoft contract: Securing $3.6B in debt at 6% interest is very impressive because it beats average business loan rates (around 6.7-11.5% per recent data) and aligns with or undercuts Baa corporate bond yields (5.88% in Jan 2026). For large-scale AI/GPU financing this reflects strong lender confidence aided by the Microsoft contract. https://twitter.com/i/web/status/2019864007688270021 https://twitter.com/i/web/status/2019864007688270021"  
[X Link](https://x.com/TheBigDegen/status/2019864007688270021)  2026-02-06T20:01Z [----] followers, [----] engagements


"@oppor2025 Anywhere from $125 to $200+ depending on the success of the $MSFT contract execution and if we land a great hyperscaler deal eg. $GOOGL"  
[X Link](https://x.com/TheBigDegen/status/2022811605474443749)  2026-02-14T23:14Z [----] followers, [--] engagements


"Ive slightly rebalanced my portfolio albeit its still 97% $IREN/$IRE Hows your portfolio looking I think [----] is going to be huge for some quality high-growth stocks 🔥🔥🔥"  
[X Link](https://x.com/TheBigDegen/status/2013768671190229188)  2026-01-21T00:20Z [----] followers, 10.2K engagements


"$IREN 🤝 @AnthropicAI While its not $GOOGL Id certainly be happy with a deal with Anthropic too 👍👊 The $IREN transcript had [--] lines that changed the whole story: ✅ Time to DC is more limiting than time to power. ✅ Sudden emphasis on 810MW air-cooled footprint ✅ Multi-billion contract where we need to bring a software solution That combo sounds less like a The $IREN transcript had [--] lines that changed the whole story: ✅ Time to DC is more limiting than time to power. ✅ Sudden emphasis on 810MW air-cooled footprint ✅ Multi-billion contract where we need to bring a software solution That combo"  
[X Link](https://x.com/TheBigDegen/status/2020766889887289410)  2026-02-09T07:49Z [----] followers, 17K engagements


"$IREN 🤝 $GOOGL a match made in heaven 🔥🔥🔥 When asked on the call what keeps executives up at night $GOOGL CEO Sundar Pichai responded: "power land supply chain constraints." $GOOGL Q4 Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Q2 Feb [--] When asked on the call what keeps executives up at night $GOOGL CEO Sundar Pichai responded: "power land supply chain constraints." $GOOGL Q4 Feb [--] Power is not a constraint for us. $IREN CEO Dan Roberts Q2 Feb 5"  
[X Link](https://x.com/TheBigDegen/status/2021291591126876313)  2026-02-10T18:34Z [----] followers, [----] engagements


"Dan Ives (@DivesTech ) AI Top [--] for [----] $IREN is front and center (AND in the same grouping as $TSLA)🔥🔥🔥"  
[X Link](https://x.com/TheBigDegen/status/2005639793921917382)  2025-12-29T13:59Z [----] followers, 111.2K engagements


"You have to turn $50k into $1m by [----] with just one stock. Which stock do you buy"  
[X Link](https://x.com/TheBigDegen/status/2015864178771427698)  2026-01-26T19:07Z [----] followers, 16.7K engagements


"🚨 Latest Grok share price projections for $IREN 👀👀👀 Even after all the turmoil and bear FUD this week below summarises Groks views for [----] thru to [----] do you agree If not what do you think Bear & Bull IREN SP Estimates for EOY [--------] (AI-Only Lens) - EOY [----] ($3.4B ARR achieved 140k GPUs early ramp): - Bear: $50$60 (Delays in GPU deployment or minor contract slippage; 8-9x EV/rev; execution concerns cap re-rating). - Bull: $100$130 (On-track ARR + new deals announced; 12x multiple; Microsoft validation + power scarcity drives rally). - EOY [----] (25-40% utilization $8-12B ARR"  
[X Link](https://x.com/TheBigDegen/status/2020361043747410243)  2026-02-08T04:56Z [----] followers, 26.2K engagements


"@terrenz1972 Dont worry about bitcoin soon it will become negligible for IREN 🤓"  
[X Link](https://x.com/TheBigDegen/status/2022808550041620734)  2026-02-14T23:01Z [----] followers, [--] engagements


"@CernunnosCap Yeah but natural gas gensets are a band-aid when you couldn't get grid. $IREN got the grid (750 MW live plus many more GWs locked in Texas and now Oklahoma). Different league Power constraint isn't overblown - unlike IREN most companies just didn't solve it early. 😎"  
[X Link](https://x.com/TheBigDegen/status/2022851006527385843)  2026-02-15T01:50Z [----] followers, [---] engagements


"@TickerSymbolYOU Love your work Alex $IREN ALL THE WAY 🔥🔥🔥"  
[X Link](https://x.com/TheBigDegen/status/2021370149140615666)  2026-02-10T23:46Z [----] followers, [----] engagements


"🚨 $IREN UPDATE: Hyperscaler demand is not the constraint. Partnership selectivity is the key Using only 10% of their massive 4.5GW secured power IREN is on a runway to $3.4B in AI Cloud ARR by EOY [----] (note $2.3B of this IS ALREADY CONTRACTED). To all the wen deal bears and impatient shareholders out there just know CEO Dan Roberts DOES NOT NEED TO RUSH IREN have to carefully plan and manage the execution of 4.5GW of secured grid-connected power one of the largest genuine pipelines on the planet That scale doesnt just appear overnight. Execution timing and quality of partners all matter."  
[X Link](https://x.com/TheBigDegen/status/2022463863334277188)  2026-02-14T00:12Z [----] followers, 16K engagements


"What I like most about this statement is the last paragraph absolutely no mention of being a bitcoin miner 👌 $IREN 🔥🔥🔥 Nice to read @danroberts0101 comments on this nice bit of $IREN news https://t.co/xbVM0SidU3 Nice to read @danroberts0101 comments on this nice bit of $IREN news https://t.co/xbVM0SidU3"  
[X Link](https://x.com/TheBigDegen/status/2022465977066361094)  2026-02-14T00:20Z [----] followers, [----] engagements


"$IREN 👊 in the longer term your smaller % of IREN shares will return more $$ than your $AMD holding 😎 $AMD makes up 60% of my portfolio and needs to carry me to wealth. After big dog AMD I own [--] smaller more speculative positions with 5-10x potential Which of these will perform best in your opinion $NBIS (10K) $IREN (9K) $SOFI (9K) $KRKNF / $PNG.V (5K) $HIMS (4K) $ONDS (3K) $AMD makes up 60% of my portfolio and needs to carry me to wealth. After big dog AMD I own [--] smaller more speculative positions with 5-10x potential Which of these will perform best in your opinion $NBIS (10K) $IREN (9K)"  
[X Link](https://x.com/TheBigDegen/status/2022466854619615677)  2026-02-14T00:24Z [----] followers, [----] engagements


"$IREN 👌 🚀 $IREN is where JPMorgan dove headfirst like sharks 🦈catching a scent. They added around 688k more shares which basically X2 their position. Theyre sitting on roughly [----] million now. That filing is not small potatoes. JPM doesnt just wake up on a random Tuesday and go https://t.co/SjOPSwqqKK 🚀 $IREN is where JPMorgan dove headfirst like sharks 🦈catching a scent. They added around 688k more shares which basically X2 their position. Theyre sitting on roughly [----] million now. That filing is not small potatoes. JPM doesnt just wake up on a random Tuesday and go"  
[X Link](https://x.com/TheBigDegen/status/2022782166711894326)  2026-02-14T21:17Z [----] followers, [----] engagements


"$IREN closed at $42.22 👊 $IREN just has to close above $41.25. https://t.co/BJ9ZxyL8sZ $IREN just has to close above $41.25. https://t.co/BJ9ZxyL8sZ"  
[X Link](https://x.com/TheBigDegen/status/2022467849315586213)  2026-02-14T00:28Z [----] followers, [----] engagements


"$IREN 👀👀👀 Former $GOOGL CEO Eric Schmidt: Were running out of electricity. I testified in congress we need [--] gigawatts more power the average nuclear power plant is [---] gigawatts you see the problem https://t.co/NECwqSm3h7 Former $GOOGL CEO Eric Schmidt: Were running out of electricity. I testified in congress we need [--] gigawatts more power the average nuclear power plant is [---] gigawatts you see the problem https://t.co/NECwqSm3h7"  
[X Link](https://x.com/TheBigDegen/status/2022812949346422923)  2026-02-14T23:19Z [----] followers, [----] engagements


"Fair call these arent Home Depot backups. Bergen B36:45V20s are proper prime-power engines 50% efficient built for decade-long 24/7 duty. Respect the execution in NJ. But all-in cost is what matters: - NBIS fuel alone 5.7/kWh (design basis). Add capex on those [--] monster engines maintenance emissions compliance gas logistics real number is higher and volatile. - IREN Childress: realized net power 2.43.2/kWh the last few months (spot ERCOT + CRRs + demand response). 100% renewable. No fuel burn. IREN already has [---] MW+ live in Texas wind country + a new [---] GW Oklahoma site secured (total"  
[X Link](https://x.com/TheBigDegen/status/2022858253215150503)  2026-02-15T02:19Z [----] followers, [--] engagements

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