# $irens IREN's stock experiences significant volatility following earnings, with analysts debating the impact of Bitcoin mining revenue versus AI cloud growth and upcoming hyperscaler deals. ### About $irens IREN is a company focused on AI cloud services and Bitcoin mining. ### Insights - $irens engagements hit 79.9K which is 118% higher than it's daily average. - $irens Engagements hit a 52-Week high of [-------] for the day - $irens Engagements hit an all time of [-------] for the day ### Top $irens Social Posts Top posts by engagements in the last [--] hours *Showing a maximum of [--] top social posts without a LunarCrush subscription.* "If a Hyperscaler wanted to buy $IREN for $14B at todays E/V they would save $82.5B in colocation fees for the next [--] years for 4.5GW. That's a big save Why $82.5 $CIFR received $5.5B for [--] years from AWS for 300MW. Repeat those economics for $IREN's 4.5GW secured energy and you have $82.5B for [--] years in colocation revenue. $IREN trading today for $14B is very cheap when comparing it to its secured MW's. 🏇 https://twitter.com/i/web/status/2019819795072393342 https://twitter.com/i/web/status/2019819795072393342" [X Link](https://x.com/ilzmcfly/status/2019819795072393342) [@ilzmcfly](/creator/x/ilzmcfly) 2026-02-06T17:05Z [----] followers, 74.7K engagements "$IREN's Dan Roberts: One of the contracts were negotiating at the moment is a multi-billion-dollar deal where we need to bring a software solution. Interesting Seems like the software stack matters after all" [X Link](https://x.com/HyperTechInvest/status/2019787007594029383) [@HyperTechInvest](/creator/x/HyperTechInvest) 2026-02-06T14:55Z 31.1K followers, 58.8K engagements "$IREN's short-term performance and stock price fluctuate greatly but its AI transformation direction is clear and its valuation is attractive making it a typical high-risk high-return stock. Key tracking indicators include AI customer signing progress GPU deployment speed AI Cloud ARR growth and Bitcoin price trends. If the transformation proceeds smoothly it is expected to experience a double boost in both valuation and performance. Positioning Strategy: Total position should not exceed 10% built in 3-4 batches. The initial 30% position should be in the $38-$40 range with an additional 30%" [X Link](https://x.com/cabrera_rivero/status/2019768366915793210) [@cabrera_rivero](/creator/x/cabrera_rivero) 2026-02-06T13:41Z [---] followers, [---] engagements "@TheTechInvest Market is forward looking and sees $IREN'S potential as a major player in the AI revolution" [X Link](https://x.com/RunYourLegacy/status/2019758687426941249) [@RunYourLegacy](/creator/x/RunYourLegacy) 2026-02-06T13:02Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
IREN's stock experiences significant volatility following earnings, with analysts debating the impact of Bitcoin mining revenue versus AI cloud growth and upcoming hyperscaler deals.
IREN is a company focused on AI cloud services and Bitcoin mining.
Top posts by engagements in the last [--] hours
Showing a maximum of [--] top social posts without a LunarCrush subscription.
"If a Hyperscaler wanted to buy $IREN for $14B at todays E/V they would save $82.5B in colocation fees for the next [--] years for 4.5GW. That's a big save Why $82.5 $CIFR received $5.5B for [--] years from AWS for 300MW. Repeat those economics for $IREN's 4.5GW secured energy and you have $82.5B for [--] years in colocation revenue. $IREN trading today for $14B is very cheap when comparing it to its secured MW's. 🏇 https://twitter.com/i/web/status/2019819795072393342 https://twitter.com/i/web/status/2019819795072393342"
X Link @ilzmcfly 2026-02-06T17:05Z [----] followers, 74.7K engagements
"$IREN's Dan Roberts: One of the contracts were negotiating at the moment is a multi-billion-dollar deal where we need to bring a software solution. Interesting Seems like the software stack matters after all"
X Link @HyperTechInvest 2026-02-06T14:55Z 31.1K followers, 58.8K engagements
"$IREN's short-term performance and stock price fluctuate greatly but its AI transformation direction is clear and its valuation is attractive making it a typical high-risk high-return stock. Key tracking indicators include AI customer signing progress GPU deployment speed AI Cloud ARR growth and Bitcoin price trends. If the transformation proceeds smoothly it is expected to experience a double boost in both valuation and performance. Positioning Strategy: Total position should not exceed 10% built in 3-4 batches. The initial 30% position should be in the $38-$40 range with an additional 30%"
X Link @cabrera_rivero 2026-02-06T13:41Z [---] followers, [---] engagements
"@TheTechInvest Market is forward looking and sees $IREN'S potential as a major player in the AI revolution"
X Link @RunYourLegacy 2026-02-06T13:02Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
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