Damian Flores

@si_yokohama0101 😂 fair enough but you still hold a huge position. I only hold 1.3k shares but I’m also 19 so I’m pretty proud of myself for that. I truly think that Iren offers something truly special and only certain people can see that. If you keep up with the alpha you’ll know 😉

@Damiantrds Nah, Jim’s position is way bigger than mine. We’re both basically all-in. If this blows up, you’ll find me working part-time at a McDonald's in Japan. 🍟😂

Added 500 shares at $39.80. Total: 32,000 shares (Avg Cost: $12.84)

My largest position ever, and why Im very bullish🔥 I follow the fundamentals, not the stock price ;) After buying more $IREN around $38 this week, my share count is now the highest it’s ever been. I loaded up heavily in Mar/Apr 2025 (avg $6.70), making it my largest position. I rode the ~10x over 6 months before trimming 50% between $50-$70 right before the $MSFT deal. 9 months later, it’s a completely different company. Here is why I believe $IREN is about to separate itself from the pack: The Earnings SetupI expect one last "weak" quarter (CY Q2 2026) before $IREN proves to the market why they are superior and deserve a premium over every other neocloud. Next quarter brings the FY26 report. I honestly hope they "kitchen-sink" it—take all the write-downs at once (like the $520M tied to Bitcoin mining depreciation) to set the stage for an absolute monster FY27. The Margin Moat: By building their own data centers, $IREN secures vastly higher margins than competitors. Yes, "time to compute" takes longer, but once the DCs are online, the margin capture is unmatched. De-Risking ExecutionHorizon 1 delivery to $MSFT is just days away (expecting it Friday 7/17 or pre-market Monday 7/20). This removes significant execution risk. They will prove to the market that they can build the most advanced data centers in the world today. What other neocloud has actually proven this? Pricing power and the SpaceX AI Playbook: The market has punished $IREN for not sitting on massive backlogs like $NBIS and $CRWV, completely missing the fact that this is a deliberate advantage. Look at the recent SpaceX AI contracts with Anthropic and Google. SpaceX proved the ultimate playbook: if you delay locking in contracts until your compute capacity is actually ready, you command astronomical lease rates. AI developers are desperate for compute now, not in two years, and they will pay massive premiums for immediate availability. $IREN is executing this exact strategy. By waiting to sign leases until facilities (like Mackenzie) are nearing completion, they aren't locking themselves into yesterday's lower prices. They are weaponizing immediate supply to dictate premium rates (expecting well above the +$5 we seen). In the AI arms race, immediate availability is the ultimate leverage. Bottom Line: Not financial advice, but I am incredibly bullish on the fundamentals over the next 18 months, and I believe the stock price will follow, and I also believe the worst is behind us. Looking forward to Horizon 1 deleivery! The quarter that will truly prove $IREN's thesis is CY Q1 2027. Current price at posting: $IREN @ $37.94

Everybody wants wen deal. How about wen floor first. H1'26 was full of headwinds for $IREN - August earnings is about putting those in the past. Need to see: *Prince George fully commissioned & Horizon 1 handoff to $MSFT - reduces execution risk fears and unlocks incremental / sidelined capital. *Batch Zero baseload confirmed for SW2 and potentially undisclosed sites - Texas power moat solidified / overhang removed. *Mirantis acquisition closed - unblocks contracts up the stack that might be held up by Mirantis as a closing condition. Would I like to see deals for the 50K GPUs ordered in Q1, the 190 MW of uncontracted Childress air cooled capacity, Horizon 5-6, Sweetwater 1, and maybe even Australia or Spain? Sure, but I'd rather see the above put behind us above all else. And with August earnings likely later in the month due to fiscal year-end, November earnings will be a lot closer than August was to May.

$IREN Horizon 1 handover imminent Satellite imagery confirms that the grounds around the Horizon 1 complex, including data halls, liquid cooling plant, and network core building — have been paved ahead of customer handover. Furthermore, security has increased, with Microsoft bringing in their own security equipment, including a brand new security booth, which needs to be passed to enter the complex grounds. If you have any sense of how these projects work, then you realize that these events are the final details of a customer moving in, rather than a construction team moving out. Do with that information what you will, but shorting @IREN_Ltd ahead of a PR storm of relevant stakeholders, celebrating a 1 out of 4 identical projects successfully being turned into a billing AI factory, sounds pretty irresponsible to me. Not financial advice ☝️

@AvivArazi @Edge_Bolt @TheBigDegen Me puedes comprar una acción porfis 🙏🥹

@Edge_Bolt @TheBigDegen added 10k

$IREN $38.53 after hours SO THE UPSIDE COMPARED TO ANALYSTS’ 12-MONTH PRICE TARGETS IS NOW 114% 👀👀👀

@Edge_Bolt @TheBigDegen Back in Iren 👀?

@TheBigDegen Bought 1000 shares today 38.50

@KennyZufall Hopefully CPI looks decent tomorrow, that’ll definitely help

High beta stocks have been crushed since the beginning of june. This week looks like the final attempt to force capitulations encouraged by fears and uncertainty with Iran conflict stirring back up

@OInvests We just need decent CPI numbers and I think we can turn this around 🤞

$IREN : the chart is not a disaster. Head and Shoulders pattern looks to have ended. No more dandruff. Support is forming between $38-40. Volume is falling on the selloff. RSI is low - the stock is heavily oversold

I don’t like to beat my own drum, but $IREN looks increasingly more lucrative as each day passes There’s a new delay nearly every week for DC across the globe. Demand will only continue to accelerate as AI advances *the only delay IREN is facing is GPU procurement NVIDIA will realize IREN is the best neocloud executing at scale, and will begin prioritizing IREN for GPUs + future deployments Ignore the noise, the short term price, and just buy the thesis. NFA

$IREN I like it a lot here.

@KennyZufall Nah this will pass like it always does. I’m also on the same boat as you and think any adds under 40 and 50 will be insane in the future 🫡

Maybe I'm a true regard. We'll find out in a few weeks. $IREN. Bookmark this, if we're not over $40 in 3 weeks you should unfollow

@LeaderInvests Watchu thinking? Are we cooked or is there a solid chance 😂

CPI has to save the markets here tomorrow. Has to come in-line or below expectations.

@streitbar1900 @LandoInvests @DollarCostAvg He is only 19, you could’ve only dreamed to have had that at that age lmao 🤡

@LandoInvests @DollarCostAvg You’re just a small fry acting like you’re a big deal.

If you’re not invested in $IREN or you made the right call on $NBIS early… The opportunity here is insane. I will continue to add when able to my IREN position, primarily looking at leaps while we’re in the 30s Long term this looks like a very obvious winner

@Fibonacci_TA Are you caught up with the fundamentals? Cause if you are you know it’s gonna be good 😎

$IREN (monthly) — Sentiment is pretty down the drain with IREN and the Dan-bros, but I’m still leaning toward a scenario where we peanut gallery boys can make a ton of money on this one. Both $37 and $30 are main support levels, and Dennis Rodman caliber ones at that. Building our position around them and then holding on to our balls as we ride towards that $70 resistance is a solid return already. > but the real magic and the real money comes after we break that $70 spot.

@streitbar1900 @ViralMuzik1989 Lol you’re in every single iren post 😂 that shit lives in your head rent free 😭 ✌️

@ViralMuzik1989 At the moment this is „hopium“

Palantir and Microsoft CEOs are echoing the same vision. Sovereign AI, open source models, and AI token factories represent the next phase of AI growth. So far $IREN is perfectly aligned already building with $MSFT and $NVIDIA. A $PLTR connection would be the cherry on top. Being in the right room with the right people matters.

@GyujinAAIG It’s ok just don’t use so much leverage 😊😊😅

@Damiantrds 한국인이라 죄송합니다😅😅🤣

추매할 돈이 없어서 아쉽네요 레버리지를 너무 감정적으로 빨리 소진해버린게 패착이었던걸 인정합니다 (특히 sk하이닉스) 하지만 제가 투자한 모든 종목들에 대한 펀더멘털은 전혀 변한게 없고 3~5년의 긴 시계열을 보고 투자해도 충분히 좋다고 생각해서 들어갔습니다 이제 진짜 들어오는 월급만으로 기계적 매수가 가능할거 같네요 개인적으로 이런 하락장은 추매할 여력 없으면 관심끄고 현생 살아가는게 최고라 생각합니다 $iren $skhy $lpkf

@pred3500 You really hate hut don’t you 😭 ( Iren is superior in every way tho)

$IREN $HUT I think the Wall Street algos want to keep a price difference of 2x +$15-$20 between $IREN and shit $HUT unless iren secures revenue from the ongoing DCs it will continue to trail hut and other peers in SP

@LandoInvests Fs🫡

@Damiantrds If I recall it’s supposed to be the next week or 2

$IREN expecting GB300 soon