[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @TheTechInvest The Tech Investor The Tech Investor, likely referring to IREN, is rapidly expanding its AI infrastructure. The company has secured a major $XXX billion AI cloud contract with Microsoft and is increasing its GPU fleet to XXXXXXX by 2026. IREN's growth and partnerships have led to significant attention and investment from major firms and analysts. ### Engagements: XXXXXXX [#](/creator/twitter::1787169413650898944/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +167% - X Year XXXXXXXXXX +12,606% ### Mentions: XX [#](/creator/twitter::1787169413650898944/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +14% - X Year XXXXX +911% ### Followers: XXXXXX [#](/creator/twitter::1787169413650898944/followers)  - X Week XXXXXX +0.65% - X Month XXXXXX +5.50% - X Months XXXXXX +179% - X Year XXXXXX +5,948% ### CreatorRank: XXXXXXX [#](/creator/twitter::1787169413650898944/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #1450 [stocks](/list/stocks) #1200 [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$iren](/topic/$iren) #5, [$nbis](/topic/$nbis) #6, [ai](/topic/ai) #4305, [morgan stanley](/topic/morgan-stanley) #37, [$openai](/topic/$openai) #1, [open ai](/topic/open-ai) #228, [$msft](/topic/$msft) #59, [$oscr](/topic/$oscr) #2, [$hims](/topic/$hims) #3, [if im](/topic/if-im) XXXX% **Top accounts mentioned or mentioned by** [@bethkindig](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@kb334126](/creator/undefined) [@moninvestor](/creator/undefined) [@101sfinance](/creator/undefined) [@immaculatetrade](/creator/undefined) [@william_r2rclub](/creator/undefined) [@yodastockinvest](/creator/undefined) [@danroberts0101](/creator/undefined) [@gavinsbaker](/creator/undefined) [@maureenbelloc__](/creator/undefined) [@fransbakker9812](/creator/undefined) [@thomas_james_1](/creator/undefined) [@agrippa_inv](/creator/undefined) [@wisebeaverinv](/creator/undefined) [@carterfinn15](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@ahmedfcma](/creator/undefined) [@lhuang15325](/creator/undefined) [@sp1215lvj](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/$msft) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Bank of America (BAC)](/topic/bank-of-america) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Arista Networks Inc (ANET)](/topic/$anet) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Now Coin (NOW)](/topic/$now) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Applovin Corporation (APP)](/topic/$app) [Bitcoin (BTC)](/topic/bitcoin) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [MARA Holdings, Inc. (MARA)](/topic/$mara) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [TeraWulf Inc. (WULF)](/topic/$wulf) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) ### Top Social Posts Top posts by engagements in the last XX hours "$IREN is expected to grow its 2026 EPS by 195%; NET INCOME by 333%; OPERATING CASH FLOW by 728%. Yet the stock is trading at 27x PE ratio. Wall Street PTs range: $XX to $136" [X Link](https://x.com/TheTechInvest/status/1993400130255650836) 2025-11-25T19:23Z 48.7K followers, 75.4K engagements "🚨BREAKING: CITIZENS MAINTAINED $IREN COVERAGE WITH MARKET OUTPERFORM AND TARGET $80" [X Link](https://x.com/TheTechInvest/status/1996172442956386465) 2025-12-03T10:59Z 48.7K followers, 53.8K engagements "🚨 $IREN CCO Kent Draper (From Q1 Earnings Call) "The vast majority of our data center equipment and the way that we have structured the rack densities within the data center mean that the data center itself is future-proofed."" [X Link](https://x.com/TheTechInvest/status/1996980471603831070) 2025-12-05T16:30Z 48.7K followers, 23.6K engagements "I believe these XX stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $XXX -22%🔴 2- $NVDA $XX -39%🔴 3- $AMZN $XXX -29%🔴 4- $GOOGL $XXX -30%🔴 5- $META $XXX -32%🔴 6- $AVGO $XXX -42%🔴 7- $TSLA $XXX -51%🔴 8- $TSM $XXX -35%🔴 9- $PLTR $XX -42%🔴 10- $NOW $XXX -40%🔴 11- $AMD $XX -54%🔴 12- $CRWD $XXX -30%🔴 13- $ANET $XX -52%🔴 14- $APP $XXX -58%🔴 15- $AXON $XXX -30%🔴 16- $DDOG $XX -49%🔴 17- $TTD $XX -67%🔴 18- $MPWR $XXX -50%🔴 19- $DUOL $XXX -34%🔴 20- $HIMS $XX -65%🔴" [X Link](https://x.com/TheTechInvest/status/1908447489314918465) 2025-04-05T09:11Z 48.7K followers, 1.2M engagements "🚨 THATS ALMOST $70B IN REVENUE FOR $IREN SWEETWATER 1" [X Link](https://x.com/TheTechInvest/status/1996894060762878077) 2025-12-05T10:46Z 48.7K followers, 75.9K engagements ""Morgan Stanley estimates that time to power solutions could help bridge the gap with 15-20GW from gas turbines 5-8GW from fuel cells and 10-15GW from Bitcoin sites." Side note: $IREN market share is expected to exceed XX% excluding its multi-GW development pipeline. 👇" [X Link](https://x.com/TheTechInvest/status/1997837907739169017) 2025-12-08T01:17Z 48.7K followers, 46.9K engagements "These great companies look terrible because they are on sale: $IREN $XX $XX $NBIS $XXX $XX $HIMS $XX $XX $OSCR $XX $XX The more they drop the uglier they look. Because so many people buy the movement of the stock not the business itself" [X Link](https://x.com/TheTechInvest/status/1999092864442413187) 2025-12-11T12:24Z 48.7K followers, 138K engagements "🚨 $NVDA TO HOST A SUMMIT ON DATA CENTER POWER PROBLEMS NEXT WEEK PER THE INFORMATION Power is the major theme in 2025 and beyond. You are not bullish enough on $IREN $NBIS $RIOT $APLD $BITF $CORZ $MARA $WULF $CIFR $CLSK and $GLXY etc" [X Link](https://x.com/TheTechInvest/status/1999197872072364386) 2025-12-11T19:21Z 48.7K followers, 57.3K engagements "Loading up on a stock you downgraded is a crime that is no different to insider trading and should be treated as such. $PLTR $HIMS $HOOD and now $OSCR are blatant examples of such institutional practices" [X Link](https://x.com/TheTechInvest/status/1943755690989789642) 2025-07-11T19:34Z 48.6K followers, 327.3K engagements "🚨 BREAKING: $OPENAI TARGET IS TO BUILD XXX GIGAWATTS OF CAPACITY BY 2033 ELON MUSK RESPONDS: "I CAN SEE A PATH TO DOING 300GW PER YEAR WITHIN X YEARS."" [X Link](https://x.com/TheTechInvest/status/1992714470431551872) 2025-11-23T21:58Z 48.6K followers, 143K engagements "$IREN bears dont have enough time to think about a new bear case before the coming dealS. After $MSFT deal any other Mag7 $OpenAI or $AMD are potential candidates. No exceptions here. X. The software fallacy has been refuted. X. The profit margin fallacy has been refuted. X. The power bottleneck as a temporary moat has been refuted. X. $IREN growth is a fraud could be a good bear case but unfortunately the company just appointed KPMG. This company is obsessed with transparency. Any serious bearish perspectives ZERO" [X Link](https://x.com/TheTechInvest/status/1994915459775475809) 2025-11-29T23:44Z 48.6K followers, 8266 engagements "1. I am all-in on $IREN because it started its power land and compute mission in 2018. X. It turned profitable this year + it recently closed two of the best convertible notes offerings with zero to one percent interest (the lowest in the sector to the best of my knowledge) which indicates high confidence in the company. X. The only AI Infra that got XX% prepayment upfront in its very first hyperscaler deal. X. Mag7 companies need $IREN before scarcity gets more intense. X. Expected to grow its 2026 EPS by 195%; NET INCOME by 333%; OPERATING CASH FLOW by 728%" [X Link](https://x.com/TheTechInvest/status/1996597488669630831) 2025-12-04T15:08Z 48.5K followers, 105.1K engagements "1. Before $IREN announcement of its deal with $MSFT the bears narrative was the software weakness. X. When $IREN announced multiple year deals with several companies without disclosing with whom the bears kept repeating the same nonsense. X. When $IREN announced its $MSFT deal they were speechless. Because it wasnt expected after multi year bearish behavior. X. Their current narrative: okay $IREN can sign deals with giants of the AI but the profit margin is too low. Pure desperation. Plain and simple" [X Link](https://x.com/TheTechInvest/status/1994863242288795764) 2025-11-29T20:17Z 48.7K followers, 51.9K engagements "1. $NBIS announced in its latest quarter that it contracted its entire power capacity missing analysts expectations. X. $CRWV admitted that it suffered some third parties issues which made it cut its guidance. X. Morgan Stanley warns of US power shortage for data centers. X. $IREN CCO states in his interview with the IBD that If youre starting from scratch youre looking at only being able to get power online X to X years from now. X. I have zero doubt that $IREN will be one of the best performing stocks in the market based on this FACT and I wouldnt be surprised to see IREN disclosing having" [X Link](https://x.com/TheTechInvest/status/1995187792834425107) 2025-11-30T17:46Z 48.7K followers, 67.7K engagements "🚨BREAKING: $IREN ADDED TO DAN IVES AI XX WINNERS" [X Link](https://x.com/TheTechInvest/status/1995476832099983532) 2025-12-01T12:55Z 48.7K followers, 160.6K engagements "In Q1 $IREN announced that it will increase its GPU fleet to 140K GPUs. From less than 2K GPUs in 2024 if Im not mistaken to 140K GPUs in 2026 $IREN is the most attractive stock I know for 2026 and a new hyperscaler deal is highly likely before Q2" [X Link](https://x.com/TheTechInvest/status/1997410368050606421) 2025-12-06T20:58Z 48.7K followers, 59.6K engagements "🚨BREAKING: $IREN CLOSES $XXX BILLION CONVERTIBLE NOTES OFFERING" [X Link](https://x.com/TheTechInvest/status/1998158513638351336) 2025-12-08T22:31Z 48.7K followers, 124.1K engagements "$IREN Up +3% after closing $2.3B notes offering" [X Link](https://x.com/TheTechInvest/status/1998420288556663122) 2025-12-09T15:51Z 48.7K followers, 42.6K engagements "🚨THE INSTITUTIONAL PROJECTIONS FOR THE S&P XXX PERFORMANCE IN 2026: X. OPPENHEIMER: $8100 X. JP MORGAN: $8000 X. DEUTSCHE BANK: $8000 X. MORGAN STANLEY: $7800 X. UBS: $7700 X. BARCLAYS: $7500 X. BANK OF AMERICA: $7100" [X Link](https://x.com/TheTechInvest/status/1998761966962401773) 2025-12-10T14:29Z 48.7K followers, 12.9K engagements "🚨 $IREN SHORT INTEREST HAS REACHED A HIGH RECORD OF 24.19%. This level of insanity will not age well" [X Link](https://x.com/TheTechInvest/status/1998802879872634880) 2025-12-10T17:11Z 48.7K followers, 100.9K engagements "🚨 $IREN POWER DOMINANCE WILL BE TESTED IN 2026 THROUGH SWEETWATER & HORIZON XXX "The Right Places: Sweetwater Horizon 5-10 Canada In these key sites 2026 will be the year IREN lands multiple Hyperscalers contracts diversified between Microsoft at Horizon 1-4 either one or two hyperscaler for IaaS at SW1 and another hyperscaler to make use of the retrofit DCs at Horizon 5-10. These contracts improved profitability will be supported by improved tokenomics of better models increase constraint on power availability and IREN's improved credibility following's first Microsoft contract."" [X Link](https://x.com/TheTechInvest/status/1999441594513014991) 2025-12-12T11:29Z 48.7K followers, 37.4K engagements "Per Futurum Equities $IREN PEG (Price / Earnings to Growth Ratio) is XXX which means that $IREN is still one of the most attractive tech stocks. The company is expected to grow by XXX% in Q1 2026 and XXX% to XXX% in the FY2026. $IREN can cross $XXX and still be undervalued based on absolute valuation metrics" [X Link](https://x.com/TheTechInvest/status/1977664375956615673) 2025-10-13T09:15Z 48.7K followers, 312K engagements "Name a company that is expected to grow its revenue by over +100% EPS by +200% and operating cash flow by +500% ($1.6B) in 2026. Yet this company is still trading at 28X PE ratio" [X Link](https://x.com/TheTechInvest/status/1990884225982062822) 2025-11-18T20:46Z 48.7K followers, 195.7K engagements "🚨BREAKING: $IREN ANNOUNCED $2B CONVERTIBLE SENIOR NOTES OFFERING" [X Link](https://x.com/TheTechInvest/status/1995613630843457961) 2025-12-01T21:59Z 48.7K followers, 252.8K engagements "@moninvestor 💯 Dan referred to this point in Q1 call. Second the extremely low interest. $IREN had the lowest interest if Im not mistaken compared to $NBIS and $CIFR etc. I would appreciate if anyone in the community could correct me. X to X% is extremely rare" [X Link](https://x.com/TheTechInvest/status/1996623462786650254) 2025-12-04T16:51Z 48.7K followers, 5306 engagements "🚨 BREAKING: $GOOGL MUST DOUBLE AI COMPUTE EVERY X MONTHS TO MEET DEMAND AI INFRASTRUCTURE BOSS TELLS EMPLOYEES Bullish for $IREN" [X Link](https://x.com/TheTechInvest/status/1991890408960643252) 2025-11-21T15:24Z 48.7K followers, 280K engagements "🚨A NEW 10X IS HIGHLY LIKELY GIVEN THE PROJECTED TAM GROWTH Bank of America expects the AI data center market to expand nearly 5X by 2030 reaching roughly $1.2T compared to $242B today. $IREN is projected to have 5GW capacity including the pipeline before 2028 which is nearly XX% of the projected 45GW needed for the new data centers" [X Link](https://x.com/TheTechInvest/status/1997664763409576425) 2025-12-07T13:49Z 48.7K followers, 96.1K engagements "🚨BREAKING: MORGAN STANLEY NOW PROJECTS DATA CENTERS NEEDING 72GW OF POWER FROM 2025 THROUGH 2028 🤯 Credit: @Beth_Kindig" [X Link](https://x.com/TheTechInvest/status/1997778348324671523) 2025-12-07T21:20Z 48.7K followers, 138.5K engagements "🚨 $IREN was arguably the most successful company in raising capital through notes offering X. $IREN October offering: X% interest December offering: XXXX% and X% X. $NBIS June offering: X% and X% September offering: X% and XXXX% X. $CRWV June offering: X% and XXXX% December offering: NA Correct me if Im wrong" [X Link](https://x.com/TheTechInvest/status/1998143238897909875) 2025-12-08T21:30Z 48.7K followers, 91.1K engagements "🚨 $ORCL TELLS REUTERS NO DELAYS TO SITES REQUIRED FOR COMMITMENTS WITH $OPENAI " $ORCL told Reuters there are no delays to sites required for contractual commitments with $OpenAl and that all milestones remain on track. $ORCL additionally said site selection and delivery timelines were established in close coordination with $OpenAl following execution of agreement and were jointly agreed according to Reuters."" [X Link](https://x.com/TheTechInvest/status/1999547765718753660) 2025-12-12T18:31Z 48.7K followers, 85.9K engagements "@101sfinance Fake news The fact is that we can still help $ORCL or $OpenAI" [X Link](https://x.com/TheTechInvest/status/1999552692755026243) 2025-12-12T18:51Z 48.7K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@TheTechInvest The Tech Investor
The Tech Investor, likely referring to IREN, is rapidly expanding its AI infrastructure. The company has secured a major $XXX billion AI cloud contract with Microsoft and is increasing its GPU fleet to XXXXXXX by 2026. IREN's growth and partnerships have led to significant attention and investment from major firms and analysts.
Engagements: XXXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +167%
- X Year XXXXXXXXXX +12,606%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +14%
- X Year XXXXX +911%
Followers: XXXXXX #
- X Week XXXXXX +0.65%
- X Month XXXXXX +5.50%
- X Months XXXXXX +179%
- X Year XXXXXX +5,948%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #1450 stocks #1200 technology brands XXXXX% countries XXXX% automotive brands XXXX% cryptocurrencies XXXX% celebrities XXXX%
Social topic influence $iren #5, $nbis #6, ai #4305, morgan stanley #37, $openai #1, open ai #228, $msft #59, $oscr #2, $hims #3, if im XXXX%
Top accounts mentioned or mentioned by @bethkindig @jiahanjimliu @kb334126 @moninvestor @101sfinance @immaculatetrade @william_r2rclub @yodastockinvest @danroberts0101 @gavinsbaker @maureenbelloc__ @fransbakker9812 @thomas_james_1 @agrippa_inv @wisebeaverinv @carterfinn15 @nikoliasgoninus @ahmedfcma @lhuang15325 @sp1215lvj
Top assets mentioned IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Morgan Stanley (MS) Microsoft Corp. (MSFT) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Palantir (PLTR) Advanced Micro Devices (AMD) Cipher Mining Inc. Common Stock (CIFR) CoreWeave, Inc. (CRWV) Bank of America (BAC) Oracle Corporation (ORCL) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Arista Networks Inc (ANET) Axon Enterprise, Inc. (AXON) Metadium (META) Tesla, Inc. (TSLA) Taiwan Semiconductor (TSM) Now Coin (NOW) Crowdstrike Holdings Inc (CRWD) Applovin Corporation (APP) Bitcoin (BTC) Applied Blockchain, Inc. Common Stock (APLD) MARA Holdings, Inc. (MARA) CLEANSPARK INC (CLSK) Riot Platforms, Inc. (RIOT) Bitfarms Ltd. (BITF) Core Scientific, Inc. Common Stock (CORZ) TeraWulf Inc. (WULF) Galaxy Digital Inc. (GLXY) Robinhood Markets, Inc. (HOOD)
Top Social Posts
Top posts by engagements in the last XX hours
"$IREN is expected to grow its 2026 EPS by 195%; NET INCOME by 333%; OPERATING CASH FLOW by 728%. Yet the stock is trading at 27x PE ratio. Wall Street PTs range: $XX to $136"
X Link 2025-11-25T19:23Z 48.7K followers, 75.4K engagements
"🚨BREAKING: CITIZENS MAINTAINED $IREN COVERAGE WITH MARKET OUTPERFORM AND TARGET $80"
X Link 2025-12-03T10:59Z 48.7K followers, 53.8K engagements
"🚨 $IREN CCO Kent Draper (From Q1 Earnings Call) "The vast majority of our data center equipment and the way that we have structured the rack densities within the data center mean that the data center itself is future-proofed.""
X Link 2025-12-05T16:30Z 48.7K followers, 23.6K engagements
"I believe these XX stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $XXX -22%🔴 2- $NVDA $XX -39%🔴 3- $AMZN $XXX -29%🔴 4- $GOOGL $XXX -30%🔴 5- $META $XXX -32%🔴 6- $AVGO $XXX -42%🔴 7- $TSLA $XXX -51%🔴 8- $TSM $XXX -35%🔴 9- $PLTR $XX -42%🔴 10- $NOW $XXX -40%🔴 11- $AMD $XX -54%🔴 12- $CRWD $XXX -30%🔴 13- $ANET $XX -52%🔴 14- $APP $XXX -58%🔴 15- $AXON $XXX -30%🔴 16- $DDOG $XX -49%🔴 17- $TTD $XX -67%🔴 18- $MPWR $XXX -50%🔴 19- $DUOL $XXX -34%🔴 20- $HIMS $XX -65%🔴"
X Link 2025-04-05T09:11Z 48.7K followers, 1.2M engagements
"🚨 THATS ALMOST $70B IN REVENUE FOR $IREN SWEETWATER 1"
X Link 2025-12-05T10:46Z 48.7K followers, 75.9K engagements
""Morgan Stanley estimates that time to power solutions could help bridge the gap with 15-20GW from gas turbines 5-8GW from fuel cells and 10-15GW from Bitcoin sites." Side note: $IREN market share is expected to exceed XX% excluding its multi-GW development pipeline. 👇"
X Link 2025-12-08T01:17Z 48.7K followers, 46.9K engagements
"These great companies look terrible because they are on sale: $IREN $XX $XX $NBIS $XXX $XX $HIMS $XX $XX $OSCR $XX $XX The more they drop the uglier they look. Because so many people buy the movement of the stock not the business itself"
X Link 2025-12-11T12:24Z 48.7K followers, 138K engagements
"🚨 $NVDA TO HOST A SUMMIT ON DATA CENTER POWER PROBLEMS NEXT WEEK PER THE INFORMATION Power is the major theme in 2025 and beyond. You are not bullish enough on $IREN $NBIS $RIOT $APLD $BITF $CORZ $MARA $WULF $CIFR $CLSK and $GLXY etc"
X Link 2025-12-11T19:21Z 48.7K followers, 57.3K engagements
"Loading up on a stock you downgraded is a crime that is no different to insider trading and should be treated as such. $PLTR $HIMS $HOOD and now $OSCR are blatant examples of such institutional practices"
X Link 2025-07-11T19:34Z 48.6K followers, 327.3K engagements
"🚨 BREAKING: $OPENAI TARGET IS TO BUILD XXX GIGAWATTS OF CAPACITY BY 2033 ELON MUSK RESPONDS: "I CAN SEE A PATH TO DOING 300GW PER YEAR WITHIN X YEARS.""
X Link 2025-11-23T21:58Z 48.6K followers, 143K engagements
"$IREN bears dont have enough time to think about a new bear case before the coming dealS. After $MSFT deal any other Mag7 $OpenAI or $AMD are potential candidates. No exceptions here. X. The software fallacy has been refuted. X. The profit margin fallacy has been refuted. X. The power bottleneck as a temporary moat has been refuted. X. $IREN growth is a fraud could be a good bear case but unfortunately the company just appointed KPMG. This company is obsessed with transparency. Any serious bearish perspectives ZERO"
X Link 2025-11-29T23:44Z 48.6K followers, 8266 engagements
"1. I am all-in on $IREN because it started its power land and compute mission in 2018. X. It turned profitable this year + it recently closed two of the best convertible notes offerings with zero to one percent interest (the lowest in the sector to the best of my knowledge) which indicates high confidence in the company. X. The only AI Infra that got XX% prepayment upfront in its very first hyperscaler deal. X. Mag7 companies need $IREN before scarcity gets more intense. X. Expected to grow its 2026 EPS by 195%; NET INCOME by 333%; OPERATING CASH FLOW by 728%"
X Link 2025-12-04T15:08Z 48.5K followers, 105.1K engagements
"1. Before $IREN announcement of its deal with $MSFT the bears narrative was the software weakness. X. When $IREN announced multiple year deals with several companies without disclosing with whom the bears kept repeating the same nonsense. X. When $IREN announced its $MSFT deal they were speechless. Because it wasnt expected after multi year bearish behavior. X. Their current narrative: okay $IREN can sign deals with giants of the AI but the profit margin is too low. Pure desperation. Plain and simple"
X Link 2025-11-29T20:17Z 48.7K followers, 51.9K engagements
"1. $NBIS announced in its latest quarter that it contracted its entire power capacity missing analysts expectations. X. $CRWV admitted that it suffered some third parties issues which made it cut its guidance. X. Morgan Stanley warns of US power shortage for data centers. X. $IREN CCO states in his interview with the IBD that If youre starting from scratch youre looking at only being able to get power online X to X years from now. X. I have zero doubt that $IREN will be one of the best performing stocks in the market based on this FACT and I wouldnt be surprised to see IREN disclosing having"
X Link 2025-11-30T17:46Z 48.7K followers, 67.7K engagements
"🚨BREAKING: $IREN ADDED TO DAN IVES AI XX WINNERS"
X Link 2025-12-01T12:55Z 48.7K followers, 160.6K engagements
"In Q1 $IREN announced that it will increase its GPU fleet to 140K GPUs. From less than 2K GPUs in 2024 if Im not mistaken to 140K GPUs in 2026 $IREN is the most attractive stock I know for 2026 and a new hyperscaler deal is highly likely before Q2"
X Link 2025-12-06T20:58Z 48.7K followers, 59.6K engagements
"🚨BREAKING: $IREN CLOSES $XXX BILLION CONVERTIBLE NOTES OFFERING"
X Link 2025-12-08T22:31Z 48.7K followers, 124.1K engagements
"$IREN Up +3% after closing $2.3B notes offering"
X Link 2025-12-09T15:51Z 48.7K followers, 42.6K engagements
"🚨THE INSTITUTIONAL PROJECTIONS FOR THE S&P XXX PERFORMANCE IN 2026: X. OPPENHEIMER: $8100 X. JP MORGAN: $8000 X. DEUTSCHE BANK: $8000 X. MORGAN STANLEY: $7800 X. UBS: $7700 X. BARCLAYS: $7500 X. BANK OF AMERICA: $7100"
X Link 2025-12-10T14:29Z 48.7K followers, 12.9K engagements
"🚨 $IREN SHORT INTEREST HAS REACHED A HIGH RECORD OF 24.19%. This level of insanity will not age well"
X Link 2025-12-10T17:11Z 48.7K followers, 100.9K engagements
"🚨 $IREN POWER DOMINANCE WILL BE TESTED IN 2026 THROUGH SWEETWATER & HORIZON XXX "The Right Places: Sweetwater Horizon 5-10 Canada In these key sites 2026 will be the year IREN lands multiple Hyperscalers contracts diversified between Microsoft at Horizon 1-4 either one or two hyperscaler for IaaS at SW1 and another hyperscaler to make use of the retrofit DCs at Horizon 5-10. These contracts improved profitability will be supported by improved tokenomics of better models increase constraint on power availability and IREN's improved credibility following's first Microsoft contract.""
X Link 2025-12-12T11:29Z 48.7K followers, 37.4K engagements
"Per Futurum Equities $IREN PEG (Price / Earnings to Growth Ratio) is XXX which means that $IREN is still one of the most attractive tech stocks. The company is expected to grow by XXX% in Q1 2026 and XXX% to XXX% in the FY2026. $IREN can cross $XXX and still be undervalued based on absolute valuation metrics"
X Link 2025-10-13T09:15Z 48.7K followers, 312K engagements
"Name a company that is expected to grow its revenue by over +100% EPS by +200% and operating cash flow by +500% ($1.6B) in 2026. Yet this company is still trading at 28X PE ratio"
X Link 2025-11-18T20:46Z 48.7K followers, 195.7K engagements
"🚨BREAKING: $IREN ANNOUNCED $2B CONVERTIBLE SENIOR NOTES OFFERING"
X Link 2025-12-01T21:59Z 48.7K followers, 252.8K engagements
"@moninvestor 💯 Dan referred to this point in Q1 call. Second the extremely low interest. $IREN had the lowest interest if Im not mistaken compared to $NBIS and $CIFR etc. I would appreciate if anyone in the community could correct me. X to X% is extremely rare"
X Link 2025-12-04T16:51Z 48.7K followers, 5306 engagements
"🚨 BREAKING: $GOOGL MUST DOUBLE AI COMPUTE EVERY X MONTHS TO MEET DEMAND AI INFRASTRUCTURE BOSS TELLS EMPLOYEES Bullish for $IREN"
X Link 2025-11-21T15:24Z 48.7K followers, 280K engagements
"🚨A NEW 10X IS HIGHLY LIKELY GIVEN THE PROJECTED TAM GROWTH Bank of America expects the AI data center market to expand nearly 5X by 2030 reaching roughly $1.2T compared to $242B today. $IREN is projected to have 5GW capacity including the pipeline before 2028 which is nearly XX% of the projected 45GW needed for the new data centers"
X Link 2025-12-07T13:49Z 48.7K followers, 96.1K engagements
"🚨BREAKING: MORGAN STANLEY NOW PROJECTS DATA CENTERS NEEDING 72GW OF POWER FROM 2025 THROUGH 2028 🤯 Credit: @Beth_Kindig"
X Link 2025-12-07T21:20Z 48.7K followers, 138.5K engagements
"🚨 $IREN was arguably the most successful company in raising capital through notes offering X. $IREN October offering: X% interest December offering: XXXX% and X% X. $NBIS June offering: X% and X% September offering: X% and XXXX% X. $CRWV June offering: X% and XXXX% December offering: NA Correct me if Im wrong"
X Link 2025-12-08T21:30Z 48.7K followers, 91.1K engagements
"🚨 $ORCL TELLS REUTERS NO DELAYS TO SITES REQUIRED FOR COMMITMENTS WITH $OPENAI " $ORCL told Reuters there are no delays to sites required for contractual commitments with $OpenAl and that all milestones remain on track. $ORCL additionally said site selection and delivery timelines were established in close coordination with $OpenAl following execution of agreement and were jointly agreed according to Reuters.""
X Link 2025-12-12T18:31Z 48.7K followers, 85.9K engagements
"@101sfinance Fake news The fact is that we can still help $ORCL or $OpenAI"
X Link 2025-12-12T18:51Z 48.7K followers, XXX engagements