ExR DD

1v2 for the win #warzone #ranked #CallofDuty #diamond

@RICKYRUBIOWMWWW @LukasFrije1re Just checked the chart IREN is up 594% the last year and NBIS is up 499%. Should I post that?

@LukasFrije1re Ant time Iren bulls start to pop off just tell them to post the chart. They then go quiet If I wanted lip from mcfly or Jim I’d jingle my zipper

$IREN investors are OBSESSED with $NBIS lol Dumbest community ever, have fun getting lapped by NBIS you losers. Insulting a completely different company’s CEO and wishing that they fail is proof that you all have miserable lives

@mikealfred Thanks for keeping us bullish through these last 6 months 🫱🏻‍🫲🏼

When there is a permanent solution to this minor flare-up in Iran, yields will plummet and stocks like OPEN will go up 2-3x, BTC is headed to $100,000, CIFR to $42, etc. The main people on X who are saying this can’t or won’t happen are completely broke financially/spiritually.

@mikealfred LFG Mike

I can feel the underlying vibrations of this market and it's clear we are building energy. The next 6-8 weeks is going to be life changing for many of you. Go for a run today. Hug your dog and your wife. Read a story to your kids. Time to lock in. It's go time.

@longinvest32 @Agrippa_Inv You’re just a hater so no deal will ever be enough

@Agrippa_Inv Ohh my b you guys made it see like it was gonna be the biggest deal ever signed by Neo cloud I guess keep advertising on the sphere tho

Waiting for a deal like

@TheBigBerbowski There are plenty of people in the IREN community that provide great research

@ExR_DD Only thing more stupid than my post is your comment without any context.

I followed $IREN for a lot of time. Not a shareholder anymore which allows me to see it with an unbiased pov. It's worrying how many folks are just promoting it without any substance in their posts. Here's an example from this week's posts: $NBIS got a deal, oh it's horrible. Their margins are over. It's a dead company. $IREN we got a sphere baby, to the moon! This concerns a small portion of the IREN cult. I have a lot of connections and buddies in IREN fam, and I respect them for their analysis. I do hope they succeed long term, I really do, but the latest shitposting makes no sense. Omg, it's a sphere!

@StonkChris @tempocap2 Higher than $30

$CIFR bears...prepare for pain over the next several weeks. This one is setting up for another leg higher as we speak. $30+ is coming this summer. One of my best trades EVER here with cost basis at $4. Credit @tempocap2 for getting me in this name last year.

@Agrippa_Inv @danroberts0101 Just a bunch of randoms on Twitter who think they have any clue on how to run a multi billion dollar company

@danroberts0101 Appreciate the clarification, Dan! Seems like a smart move. Not paying anything for the acquisition makes this a no brainer. Would have been a good idea to include this detail in the original PR 😂 People were loosing their shit… I guess this prompted your post.

Excited to welcome Chris and the Awaken team to IREN. From IREN's perspective, this was a unique opportunity to bring a proven marketing team in-house, structured as a talent acquisition with no transaction consideration outside of standard employment agreements. Looking forward to continuing to build a brand that matches the scale of what we are creating - one that supports customer growth, community relationships and the social licence that matters as we continue to expand into new markets.

@SmallCapSnipa I’m shocked he sold CIFR

NEW: Situational Awarness LP, led by Leopold Aschenbrenner, has released its Q1 13F filing 👀 Increased positions in (shares): $IREN: +2.99M $CRWV: +1.07M $APLD: +2.13M $KEEL: +12.97M $CLSK: +10.63M $RIOT: +5.33M $BTDR: +1.65M The fund has a huge allocation in former Bitcoin miners transitioned to AI infrastructure

@SayNoToTrading You right

When I invested in $ASTS about 5 years ago, we were told this problem would be solved nationwide by 2024 + earning ~$6B of annualized unlevered FCF! Don’t get pissed space mob, just stating the truth you may not know.

@SpoonKidnapper @JackMenshaw

@ExR_DD @JackMenshaw $MSFT was one, what's the other one?

$IREN Call me crazy, but are we back testing the trend line we broke for a continued move up 👀 Do you trust management to be a good steward of the money they are raising? Do you trust management to execute? Is there unlimited demand for what $IREN is selling? Take a second. Think critically. If the answer to those questions is yes, hold on tight, we are in for a hell of a ride the next 5 years.

@SpoonKidnapper @JackMenshaw We have 2 deals in 6 months

@JackMenshaw I would hope that there is an unlimited amount of what $IREN is selling. Only 1 deal in 6 months is concerning to me. Everyone and their grandma made multiple deals since $IREN made 1.

@Lazarus_Capital @RealJimChanos @JoshInvestsAI Nice well I’m up 500%

A lot of this was built off the work from @RealJimChanos and @JoshInvestsAI so I cant take credit but wanted to highlight the ATM usage visually. That red box is where $IREN management hit the ATM. $43 average. Since announcing the ATM, in 28 days they managed to sell nearly 9m shares for $380m. In the 30 subsequent days, they managed to sell 15.9m shares for $683m. Management was selling shares at an average price that was OVER 40% lower than the ATH of $76. Just in case someone doesnt know how averages work, with a $43 average, half of ATM proceeds came from a price UNDER $43. Very likely in the $30s. If it wasnt for the market recovery in the end of April, the average price wouldve been a lot lower. The huge difference in share issuance per day likely means they hit the ATM to raise the average price in April. Thats not all, looking at March, only a few days were over $43. Meaning they maximized those days. Likely hit it when they dropped their 50k GPU PR piece that included a guide down.

@jiahanjimliu @GyujinAAIG That dilution will return 10x Brodie

@GyujinAAIG I don’t get why they did this and have 2.6B cash on hand

$iren ATM 잔여 한도: 2026-03-04 신규 prospectus $6B 등록 → 2026-03-31까지 $380M 사용, 4월 30일까지 누적 $1,063.5M 사용 → 잔여 ATM 캐파 약 $4.94B

@Agrippa_Inv Next up is Australia

$IREN just entered the European market with the acquisition of Nostrum, a data center developer based in Spain. This acquisition adds 490 MW of grid-connected power (in Spain), with the total *secured* power portfolio now consisting of 5 GW! Wow! $IREN is really on a massive roll right now. Nothing is stopping this train...

@mikealfred 🐐🐐

@AbeWyse @danroberts0101 It’s really not that deep. They probably just completed it.

As an investor in $IREN, I gotta admit that I was extremely disappointed in IREN yesterday. I understand that @danroberts0101 & crew like to keep things close to the vest, but their silence yesterday and the rest of the week was disappointing & in all honesty, mildly concerning. Sweetwater and it's 1.4GW site was to be completed & energized as of yesterday (or before). If this happened, it's a major accomplishment in a normal time period, but it's even more monumental considering how much the hyperscalers need power & compute. On Wednesday $GOOGL, $AMZN, $MSFT & $META LITERALLY said they can't get enough compute and all are increasing their Capex. And that's not even mentioning OpenAI's, Anthropic's and other major players needs as well. Again, I know that Dan & company like to be sneaky sly like a fox, but announcing that they've completed & energized the 1.4GW at Sweetwater isn't "pumping your stock." It's communicating to your shareholders & to the rest of the world that you've made a major accomplishment and you did so on time... that is unless you didn't. Therein lies my concern. Did they miss their completion by April claim and they just didn't announce it? Honestly my guess isn't that they missed it, but rather they're just keeping it under wraps like many of their other things they have going. I know that earnings is next Thursday and I'm sure they'll make the announcement then, but IMO not announcing this accomplishment is a major miss for timely transparency. Some AI/HPC companies love to mention every single thing they do, which IMO is overkill. Others exaggerate or even fabricate things simply to pump their stocks, which obviously isn't right either. Dan & $IREN on the other hand go completely in the opposite direction to the point that we need people like @FransBakker9812 to use CIA tactics just to get information & knowledge on what's really going on with IREN and even then Frans is forced to guess or assume certain things. All that said, I think IREN is a good company that is doing great things and there will be a payoff for shareholders in the next 6 months or sooner and even more for those who hold longer. That said, $IREN's communication to it's shareholders and to the rest of the world for that matter, definitely makes it difficult sometimes. It also makes me question if the stock struggles to find more & new buyers simply because people don't know more about the company. I do "know what I own," but that doesn't mean I wouldn't like the company to be more transparent. Good communication is a major factor of success in life & in business. All of this to say that in my humble opinion, announcing the completion of the 1.4GW at Sweetwater (on time) yesterday when the markets were rolling would have been better than waiting another week for earnings.

@aleabitoreddit I’m up 300% on Iren and 200% on CIFR thanks to Mike

$SLNH is a shtco like $BKKT, $ASST, and $IREN. That is actively diluting everyone with a $500M ATM. Not sure why anyone even listens to a guy who has consistently crashed retail portfolios over and over. I’m going to watch them raise $500M off retail bagholders that get diluted to $0. Then say “we have $500m on our balance sheets, MC should be higher” and award themselves SBC off the ATM. They’re all absolutely terrible longs.

@pennycheck Are you still in?

🎯