Daniel

@ilzmcfly I would expect at least 80% prepayment from OpenAI if they end up being the customer.

Why $IREN’s next deal will have no notes. THEY ALREADY ANNOUNCED THE ATM 😂 All they have to do is tap it and you will never know until the sec filings come out. Also be prepared for larger pre-payments…

Trump Reportedly Told Aides To End War Without Reopening Hormuz, Iran Strikes Fully-Laden Kuwaiti Oil Tanker zerohedge.com/geopolitical/t…

@MoMoMacro I mean, he could raise rates. That would really suck.

My guy at GS: "Powell just told everyone he's stuck... the job market is softening but inflation won't quit, so the Fed can't cut rates even if they want to. The real concern tho is oil... one shock they can ignore, but back-to-back supply shocks start changing how people THINK about inflation, and that's when it gets dangerous. He also said they're watching the private credit space "very carefully" for anything that could bleed into the banking system... but claims they don't see it yet. Translation: rates aren't moving until at least September, and even then you're probably only getting two small cuts to bring rates down to around 3.25%. The Fed is trapped between a slowing economy and sticky prices, and Powell basically admitted he's just gonna sit there and hope it works out. That's not a plan... that's a prayer."

@moninvestor They just secured over $100B in their latest fundraising round, and Altman is actively/desperately seeking energy solutions. I think it’s realistic.

@DL2828x Agreed. 😅

The Microsoft deal was a genuinely significant moment for $IREN because it proved to the entire market that the company can land a hyperscaler at scale and actually deliver. Retail has largely moved on because the deal is done and attention has shifted to what comes next. But any company now sitting across the table from IREN is watching closely to see whether they deliver on time and on budget. That execution piece matters for everything that follows. Investors expect the next deal to be better. The cost of compute continues to rise with each new generation of hardware, and demand keeps climbing with no sign of slowing. Whether the next partner is OpenAI, Anthropic, or Google, nobody knows. Everyone has their own view. What is clear is that the longer IREN waits, the more valuable that next contract becomes, and they understand that. Then you have Sweetwater 1, a 1.4 GW site coming online next month, making it one of the largest compute sites in the world to be energized. On the ATM, the biggest mistake people make is assuming any dilution is automatically bad. That is not how this works. IREN is not drawing down $6B right now, and they are not doing this because something is broken. They are raising capital to build at scale. If that capital generates multiples in enterprise value, it is accretive and the right decision. The idea that this ATM is a red flag is misleading and worth pushing back on. The macro is where I have real concern. What is happening in Iran, Yemen, and around the Strait of Hormuz has the potential to push oil prices higher, and that matters because oil feeds into everything. When oil rises, manufacturing costs increase, supply chains become more expensive, inflation moves higher, and interest rates may follow. The issue is that 2026 was expected to be a year of lower rates. That is what the market has been pricing. If instead rates move higher, that creates a problem. You already have businesses investing heavily in AI, often using debt to fund it, while unemployment begins to rise as AI replaces jobs. If you combine record investment spending, rising unemployment, and the possibility of higher rates, the setup for a significant market event becomes more realistic than many want to admit. OpenAI is another risk that is not discussed enough. The company sits at the center of the AI ecosystem, and any serious disruption would have broad second-order effects. My view is that Anthropic is in a stronger position, and that gap is likely to widen. Long term, I have no concern about IREN. The thesis remains intact. Short to medium term, the macro is a real risk. Ideally, conditions settle before any major announcement, so when the next deal comes, it lands into a market that can properly reward it.

@SpecialSitsNews Or he's human like the rest of us and misspoke.

Imagine the head of the military in the most powerful nation in the world not knowing what a kilometer is... He is reading off a fact sheet x.com/SpecialSitsNew…

@TheLongInvest A sexually frustrated man.

We need to get a thumbs down option on main posts so we can make sure this POS gets destroyed

@TheLongInvest $IREN

What position can you not buy enough of right now?

@danroberts0101 @mikealfred

@mikealfred Appreciate it Mike. Lots of work ahead.

Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. There are no guarantees of anything in life but IREN has all the right ingredients. Let's freaking go.

@TheLongInvest $IREN

I think it's time to do another 5 Year Projection chart Share the ticker below that you want to see and like this post.

@ilzmcfly @idearikas

@idearikas IREN has also secured a $10B contract with Microsoft. and is guiding $3.7B ARR while owning all the infrastructure. Mara is a toaster oven.

Since last August, $IREN has blown $138M+ on SG&A and marketing stunts. ​For nearly the exact same amount of money ($168M), $MARA secured a 64% stake in Exaion, adding real European AI/HPC infrastructure. ​Whilst $IREN wraps trams in Sydney, $MARA secures real assets.

@danroberts0101 @NVIDIAGTC Bring it home

What a week at @NVIDIAGTC Three themes: 1. Time-to-compute 2. Scale 3. Execution Not just how much compute, but how fast you can deliver it.

@disruptorinvest It’s been a crazy ride. Eventually, you get numb to it because of the confidence we have in their ability to execute.

If you've held $IREN stock for the past 3 years, you've seen the stock price go from ~$3.20 to $41.64. That's a 13x of your investment in 3 years. Sounds amazing right? Well the ride hasn't always been if you ask any shareholder. During this ascent, shareholders have had to hold through the following separate drawdowns from ATH. -64% -63% -60% -57% -55% Imagine having your holdings cut in half from ATH five times... Would you have held the volatility? Even though you'd currently be sitting on a 13x, right now you'd be down roughly 50% from the ATH. Credit is due to any shareholders who have held the stock in size through this volatility. Know what you own.

@StealthQE4 Troops are priced in. Continued destruction of each other’s oil infrastructure is not priced in.

Oil to $150 🤟

@moninvestor @theallinpod @danroberts0101 Awesome!!! Big time!

🚨 $IREN: @theallinpod to interview @danroberts0101 This is a big deal. 🤯 Getting interviewed on the All-In Podcast is considered a significant deal in terms of reach, influence, and exposure to elite Silicon Valley and Washington circles.

@IREN_Ltd @NVIDIAGTC @theallinpod @Jason @danroberts0101 @nvidia Awesome!!!!!

Attending @NVIDIAGTC? Don't miss @theallinpod @Jason's interview with $IREN Co-Founder and Co-CEO @danroberts0101. 🗓️When: Today, 1:15pm PDT 📍Where: Expo Hall (between the @nvidia Booth and Automotive area)

Happy St. Patrick's Day, New York.

@JustCohl @BitcoinAIGuy Come on, man. It’s already so well documented that IREN was built for computing, and Bitcoin mining was simply a way to bootstrap the business and build the infrastructure. AI has always been the endgame since day 1.

@BitcoinAIGuy Iren had to pivot to AI. Nebius was built for AI. They never had to pivot. They bring the experience from Yandex and the full AI stack. Token Factory

good time to sell $NBIS and buy $IREN

@MichaelPBento Obviously, it's Michael Burry.

Someone has been hammering these puts in at the ask all day. Nearly $8.5MLN in total so far. Either someone knows something or they are about to lose a lot of money.