Wild Bunch Cult Member #40

@TomSawyerFw @PhadsEth With what power? They are all signing deals for capacity they don’t have. Execution be damned I guess, as long as SP rips and investors make their money in advance before reality sets in… guess that’s all that matters. IREN lagging in that for sure.

@PhadsEth Lmao. It’s like the musical chairs game. Everyone is grabbing and seat and $IREN will be the last one left without a chair because all the hyperscalers will have satisfied their needs with cheaper competitors.

$IREN The fact that IREN has signed less deals vs competitors is because their competitors are willing to underprice / sign terms less attractive or more stringent than what IREN will accept. This works for hyperscalers as long as datacenter build out consistency (timelines, delays, etc), capabilities (rack density, support for next gen GPUs), and actually having power secured are all equal, which they are not. This is not a commodities business which all is equal. For all those $IREN investors disappointed that deals haven’t been flowing in when competitors are announcing them, just realize that very soon the top HPC DCs will start to pull away from the pack (you already see a lot of deals falling through), which will then drive major differences in the terms and attractiveness of their deals. The IREN team has the HPC DC pedigree and has shown consistency in the last 5 years hitting their targets during their build to 50 EH/s BTC build out, has leading edge GPU capabilities and can host the latest GPUs, and has existing GWs of secure power ready this year. Know what you own! FEW

@RocketLabrador @YodaStockInvest Russian founder, with Russian employees, having access to sensitive company data in AI infra which is considered a matter of national security. Back door to provide data to Russian adversary? Company must be investigated immediately… high risk!!!

@YodaStockInvest Stop associating $IREN with $NBIS $IREN has fraud management and $NBIS has the genius ceo who founded the largest company in Russia, second best ceo ( $RKLB is # 1 )

FRIENDLY REMINDER: $NBIS has guided for 700% YoY ARR growth $IREN is ramping 3.7B ARR for CY2026 A growth investor's wet dream.

@RepSwalwell Eric Swalwell’s requirement for female staffers - must “swallow well”

Hear it directly from me. These allegations are flat false. And I will fight them.

@tempocap2 @BitcoinAIGuy Management playing 4D chess with market

@BitcoinAIGuy Reverse ATMing Beep beep beep mofos

holy shit the ATM is pumping the stock again $IREN

@capybaraReborn Needs to make a deal soon or market is gonna think there isn’t as much interest as he leads on. Which sounds bizarre - but perhaps IREN being unreasonable with terms. Who knows.

@capybaraReborn Market is tired of wen deal. They want show us deal. Especially with Sweetwater coming online. Makes you wonder why nothing has been announced yet. Dan comes off as being “picky” - but eventually he’s gotta ink something.

$IREN up 20% from the sell off. Meanwhile every other hyperscaler is up 40% in the same time span. ATM overhang killing this rally? Or the perception of it is?

@CournalWinstead @BitcoinAIGuy Zoom out retard. YTD doesn’t mean shit. Can be erased in a minute when market realizes NBIS has over promised on contracts and won’t be able to deliver. Like 10GW in 2030 😂😂😂😂

@BitcoinAIGuy YTD. NBiS +49.3% vs IREN -2.49%. Easy pesy

Nebius in Talks to Buy Israeli AI Startup AI21 After Nvidia Deal Fizzles $NBIS diluting again $IREN fixes this

@MickeCTR82 @LandoInvests @scludweed A wen deal

@LandoInvests @scludweed This stock should be ripping now but its so calm. What is needed to ignite it? 🔥

$IREN in Australia confirmed, man do I love this community You guys ROCK

@mixmastamike23 @EndicottInvests He’s a reasonable man after all 😂

@EndicottInvests What?? You said something positive about $IREN???

Straight up, this is bullish $IREN

@ilzmcfly The $NBIS fanboys are obsessed with $IREN. Nonstop posting. For being such a shitco, they sure spend a lot of time and “energy” (which they don’t have) on them 😂 They either view IREN as a direct threat or they’re insecure with their NBIS position. No other rationale for it.

It’s honestly hilarious seeing the amount of FinX Influencer pooping on $IREN because of their hate for Iren Investors 😂 I have gone through almost every post and comment on X made by bigger accounts and none are actually truly bearish. Their bearish posts are either extremely exaggerated to spin a false narrative or completely made up. The fundamentals in $IREN are very strong at the moment, so I get why the bulls are loud and can be annoying to other Investors. But one thing is certain is that $IREN bulls are also very logical and if the fundamentals were not in tact they would not be so loud. The cultish behaviour can be seen as true but the reality is that it was multiple individual opinions and analysis that created a strong community. At the end of the day if a Iren bull pissed you off or not it doesn’t exempt you from owning a good company. The company and the shareholders are two different things. So dont be emotional in the markets.

@TheMarket_Monk $NBIS is the king of paper deals. Lots of money on future contracts, but will have no way to execute on any of them to get paid out. Power isn’t a bottleneck apparently - and data centers can be built in a week. Promising 10GW by 2030 - don’t get played by the Kremlin. $IREN

Time to settle the debate. Which are you choosing? $NBIS vs. $IREN

@makemoneymoney6 @mcF_dan I see what you did there 🔥🔌

@mcF_dan If they don’t announce a HS deal before then, look out below because I don’t think operations have been a positive catalyst…although the assets are on fire.

$IREN only 5.5 weeks until next earnings. It will be great to see how many GPUs are up and running in Canada and how the build out is going for H1. With Sweetwater energized they could sign an initial 300MW deal and I expect the terms to be better than the last one with Microsoft.

@DrTomsLens I’m wondering why the CEO would even post / share something like this 🤷

$IREN had a fire in a diesel generator outside the data center. You really have to be an idiot to enjoy this and spin it as bearish for the company, and just as much of an idiot to spin it as brilliant engineering because the fire stayed outside and didn’t spread inside. Where is a diesel generator supposed to be, inside on a rack with the GPUs? I’ve seen both takes today. Best of luck to the team!

@CaesarCapitalz I agree - no idea why Dan would post this lol. $IREN already under pressure to prove themselves more than a Bitcoin miner - and this doesn’t exactly display confidence to the market. Congrats on burning down a generator? 😂

Why are $IREN shareholders quoting this post and trying to make it look like bullish news? “We really appreciate the transparency bla bla bla.” A generator caught fire and they extinguished it. What’s so incredible about that? 🤣 I know the market sentiment is not great right now, but c’mon. And before you start attacking me, I own $IREN. So don’t act like I’m trying to FUD your bags.

@aleabitoreddit It baffles me how people are buying $NBIS - ran by Russian-Jews tied to the Kremlin; making outlandish energy promises like below: 5GW by 2030: 😂 7.5GW by 2030: 😂😂😂 10GW by 2030: 😂😂😂😂😂 Paired with insane levels of recent insider selling - this is a Somali level scam!

It still baffles me how people are still “Buying the Dip” on $IREN. Amid their $6,000,0000,000 ATM, diluted and sold into the open market. Thinking that it will increase their share price. While $NBIS was able to differentiate themselves and secure more hyperscaler deals + $NVDA backing. $IREN GW raw asset moat they had two years ago is now almost gone. It’s hard to see the stock appreciating much in value when $6,000,000,000 of structural dilution works against you in every rally. Better to wait after current shareholders get diluted first before going long.

@getsignalfi @GrindeOptions It has nothing to do with the ATM which hasn’t been tapped yet. Entire market (including data centers) getting crushed; NBIS (-6%), WULF (-6%), CIFR (-9%), HUT (-8%) etc

@GrindeOptions Cause they’ve got a $6B ATM, half the size of their market cap. $IREN bros will call it asymmetric growth. Godspeed.

why the heck is $IREN getting obliterated today? 🤔

@Lucelex @capybaraReborn Fun fact: There’s no dilution with an ATM until it’s actually used

@capybaraReborn fun fact the stock has 42% to go down to be properly valued compared to the ATM overhang

Fun fact. Institutions own 42% of $IREN.

@SenSanders We could do all of that - but realistically, that $22.8 bn would go to fraud, waste, abuse, and donations to the Democrat party as usual.

The war in Iran has already cost $22.8 billion. For $22.8 billion, we could: • Provide Medicaid to 6.8 million kids • Build 2.6 million public housing units • Fund Head Start for 1.3 million • Hire 240,000 teachers • Cancel $20,000 in student debt for 1 million borrowers

@cigREM1 @Goldmanagent @hayfarani Hi - it’s called rules of engagement (ROE). Schools, hospitals, etc are off limits in war, until you decide to militarize them, then they become fair game. It’s what cowards do, and results in collateral damage to civilians.

@Goldmanagent @hayfarani Genuine question can you explain to me why Israel is dropping bombs and flattening buildings in civilian areas? As well as pouring white phosphorus from the skies? A few hand made rockets can’t be the only reason surely.

I am a US citizen & Surgeon who took care of the Boston Maraton Bombing victims in 2013. I paid for 7 years to own a small apartment in downtown #Beirut for my 3 kids to enjoy summers there. Today, #Israel reduced my dream home to rubble, with american weapons, paid by my taxes.

@hayfarani Here’s an idea - stop attacking / vowing to exterminate a group of people who live in a country the size of New Jersey. They are a tiny sliver of land in the Middle East; Anybody who goes to war with them ends up in ruin - leave them in peace and thrive.