Domarius Raines

@ChadSlimeBased I hope so...🫡

I just got the call. MASSIVE moves incoming tomorrow.

@TheTechInvest @theallinpod Agreed, when that question was asked previously, Dan mentioned that they have capabilities in-house for Software solutions but they don't talk about it. It will be interesting to see how its monetized or if they use a 3rd party.

@DomariusRaines @theallinpod The interesting thing is that unlike hyperscaler customers, this deal would require software. I expect more clarity on the software side this Thursday.

In Q2, $IREN new deal candidates were: 1. $AMZN 2. $GOOGL 3. $xAI 4. Anthropic This quarter, the only candidates are Anthropic and OpenAI Dan’s can’t comment answer in his interview with @theallinpod was a bit telling. Anthropic expansion in Australia + $IREN recent job listings in 2 locations in Australia suggest a potential deal. Given that $IREN is (1) the only vertically integrated neocloud in the sector with nearly 2GW including 1.4GW just energized, and that (2) half the US data centers in 2026 are expected to be delayed or cancelled per Bloomberg, $IREN has a strong negotiating power that would make signing new deals with better economics highly likely.

@KnightCapitalYT @TheTechInvest @theallinpod They are not the traditional HS...i.e. MSFT, GOOGLE,AWS....

@DomariusRaines @TheTechInvest @theallinpod I don’t know if OpenAI and Anthropic could be considered non hyper scalers, can they? They’re both valued at or around $1 trillion+.

@Stevendiaz Energization was real execution. X is obsessed over wen deal and that if they dont announce the stock will tank after earnings. Tell me your a tourist without telling me your a tourist🤣🤣. No way any investor is making that statement if they have been in the stock over 2 years.

⚡ ¡Hito mayor para $IREN! Anoche después de cierre, $IREN anunció que Sweetwater 1 (1.4 GW) ha sido energizado con éxito y ya está conectado a la red ERCOT. Esto marca un avance clave en el desarrollo del campus Sweetwater de 2 GW en Texas, una de las mayores infraestructuras de IA del mundo. @danroberts0101 (Co-Fundador y Co-CEO) comentó: “Entregar la energización de Sweetwater 1 según lo previsto refleja nuestra ejecución disciplinada, la fortaleza de nuestra cadena de suministro y la eficiencia de nuestro modelo verticalmente integrado.” Se echa en falta algún acuerdo con hiperescaladora precisamente para Sweetwater. El mercado está muy pendiente a sus ER del jueves 7 de Mayo. Ya no solo le vale el ARR, se quiere saber la ejecución ( en traducción de ingresos ). Muchas empresas de centros de datos, no han ido llegando a los ingresos esperados, aunque $APLD sorprendió muy al alza, y esta semana con muchas compañías del sector presentando, será decisivo no solo los contratos nuevos que puedan anunciar y sus ARR actualizados, sino sobre todo, si los ingresos esperados se cumplen. #IREN #AI #DataCenters #Sweetwater

@bitcoinbutcher1 @danroberts0101 Higher....

It’s official, @danroberts0101 will now weaponize X for $IREN 🔥 🩳s

@danroberts0101 We are ready!!!

345kV substation energized at Sweetwater 1. Power first, compute next. $IREN

@BTC_HODL_Mars @Lazarus_Capital Ah ok...makes sense..lol

@Lazarus_Capital No he hates iren after going broke lol.

Wow. $IREN added over half a billion dollars in market cap after announcing SW energization. Imagine how much they could’ve added if they did it on time 😉 I guess we will never know.

@Lazarus_Capital Is this your sattire account?

@IREN_Ltd @danroberts0101 Execution at its best...

Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus. @danroberts0101, Co-Founder and Co-CEO of $IREN commented: “Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.” Learn more: iren.gcs-web.com/static-files/d…

@BitcoinAIGuy We call those individuals....Tourists

I’m hearing some anxious $IREN bulls already talking about rotating out of $IREN into the “next play” Too soon. $IREN hasn’t even overtaken $NBIS or $CRWV yet… I’m happy to entertain other opportunities once something actually happens in the big leagues. $200 first.

@BitcoinAIGuy @TheTechInvest Very few understand this!!!!

@TheTechInvest Few understand this

🚨JUST IN: $NBIS CEO ROMAN CHERNIN 1. Our $META & $MSFT deals are bare-metal. 2. The combination of our scale and our vertical Integration will let us be very successful. My comment: 1. We knew that your deals are bare-metal before $NBIS community. 2. The most used concept in $IREN business model and the community’s narrative from the CEO to FinX investors is Vertical Integration. That’s the DNA of High Margins, Scalability, RoI, Pricing Power, High Demand, Negotiating Power, Cost Control, and Predictable Execution. I bought $IREN, not $CRWV or $NBIS, because it’s the only AI Infra that meets these criteria. With all due respect, $NBIS being vertically integrated is not accurate.

@SmallCapSnipa Bullish $IREN and $CIFR sir...

DATA CENTERS: New gas plant construction costs surge 66% as demand for AI compute strains the supply chain Lead times for new facilities have increased nearly 25% SUPPLY IS TIGHTENING 👀

@iffy_shaik @bitcoinbutcher1 MM's set the range which includes the price action and volatility needs to persist long enough to shake out weak hands and resume the uptrend specifically for the data center infrastructure stocks. Prices should be higher based on fundamentals right now but here we are....noise

When the market needs liquidity, release a story to shame sentiment.

@mikealfred FEW....

This is what product/market fit and good governance looks like in a nutshell in case you were wondering

@bitcoinbutcher1 This data center price action is some of worst I have seen in investing. I think its because this trade had the most asymmetric upside and MM's need to shake weak hands and kill confidence. News on OpenAI is just another excuse to selloff the sector and shake tourists.

@iffy_shaik @bitcoinbutcher1 Price action doesn't care about fundamentals. This all noise and will pass....

@bitcoinbutcher1 news doesn't create liquidity to help the market. news creates disagreement, disagreement creates volume. the causality runs backwards, we just remember the times a story dropped at a convenient reversal and forget the 80% when it didn't.

@rufflife222 @TheTechInvest What price did you get in?

@TheTechInvest Will they EVER announce anything or just let the stock dump lower and lower with zero support from the actual company. What a painful stock to hold, such potential but worst IR dept I’ve ever seen (do they even have one???)

$IREN is hiring for all sites at once. Several advanced hyperscaler talks are going is not a rumor. Just now for Prince George. The stock has high popularity + just reclaimed momentum. Announcing SW1 energized + a deal is not an option.