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@OInvests $NBIS can consolidate to 170 then go up again from there. This will most likely occur. As for $IREN it should retest the ATH again soon and if there is a new deal who knows how high it can go from there. Let's hope its soon but I'm in no rush here.

$IREN 🔜 $70 $NBIS 🔜 $195 Ready? 👀

@FunOfInvesting Don't think it will happen. Either way good luck if you in both that's great if you in one that's also great. I personally want to see both succeed big time. Let's see in 2030.

DataOne CEO saying $NBIS will be above $300 and will buy out $IREN 😅

$IREN generational wealth opportunity. Factually Hyperscalers need $IREN to fill their massive compute requirements. If AI is to succeed $IREN is and will play a huge role in this process. My EOY target is 141.30 and that's conservative. I'm not worried about dilution.

@Investinc_Intel So if $IREN can get their efficiency to compute per MW on a par with $NBIS or better then $NBIS has no real edge over $IREN other than a good compute per mw solution. At the moment $NBIS compute per MW is very impressive and that's attractive but is software driven efficiency.

@HK42377 So essentially as they purchase the power $IREN is purchasing the software stack?

Will $NBIS or $IREN outperform over the course of the next 5 years?! Nebius mcap- 54B Iren mcap- 20B Which are you picking?

@Investinc_Intel No, that statement is not accurate. $IREN and $NBIS are actually doing the same core thing.They both build AI data centers and rent them out to hyperscalers like Microsoft and Meta. $IREN has physical assets and power and $NBIS has software efficiency. Power is $IRENs strength.

@Investinc_Intel $NBIS has to purchase their power or rent at the moment they have no ownership of power or land, but they know how to operate in this space it's their only bottleneck else they a great company.

@HK42377 How much power does $NBIS have so far?

@FransBakker9812 If $NBIS is prepared to pay $BE 2.6B for 250Mw this deal should add 2.6B of value to $IREN stock for every 250mw of power they own as they don't have to pay a third party for their power. Or did I miss something? Thats +41.6B that $IREN doesn't have to pay.

@StockSavvyShay This is not really appealing to me as a serious shareholder. $NBIS has to pay for their power this is a limiting factor. This deal should add 2.6B of value to $IREN stock for every 250mw of power they own as they don't have to pay a third party for their power. Or missed?

$NBIS and $BE signed an agreement worth up to ~$2.6B for Bloom to install, operate and maintain fuel cell power systems for Nebius. The deal is expected to provide ~250MW of guaranteed capacity and ~328MW of installed capacity across three phases.

$IREN chart looks insane. Breakout alert.

$NBIS board selling stock maybe it's a sign its reached full value. I like the stock very much will keep a few shares and move more into $IREN. More room for growth and Leopold just upped his stake. Good news for $IREN

Added some $IREN at these levels. Good to run up now.

$IREN - The Awaken deal fills the last missing piece. You can have the best AI infrastructure in the world, but if enterprises in Europe and APAC don't know your name, you lose deals to other players on brand recognition alone. Awaken know $IREN well so acquisition risk is 0

$NOK just loaded the boat. Nice.

Zacks analysts came out with a report about $IREN yesterday and you can't actually take these guys seriously. They probably so short squeezed the report is their last hope of recovery. I actually feel sorry for them.

IREN looks "cheap" on contracted revenue, but the market is pricing in dilution risk, execution risk, and its legacy Bitcoin business. Either way if you believe in Dan and the team and they actually execute well then this should run hard at current pricing - gift of a lifetime.

@data168 It's very possible in the future but there is enough of a market share for both of these great companies to do well. NVDIA invested in both and $IREN does have ownership of the grid power. I think whoever structures growth financing better should realize better returns. Both gems

$IREN will be worth more than $NBIS. I wish, that everyone, if even for one moment, could feel that vision.

It's pretty clear after $NBIS earnings that $IREN is very undervalued. I hold them both they both going places very quickly and are great companies. The market will wake up on $IREN soon and realize the potential upside they are missing.

@TheRayMyers They both great companies. Say $IREN does overtake $NBIS one day in the future this post will come back to haunt you and your followers. Route for both of them they both great and both deserve praise. I own both and I am definitely increasing my IREN holdings at these levels.

Q1 2026 Deferred Revenue Liability - $IREN $22M - $NBIS $4.7B Simply put, Nebius has received over $4B in customer pre-payments, whilst $IREN essentially $0.

@nebiusai Congrats well done!

Today, we announced our Q1 2026 financial results. Here are the highlights: - ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion. - Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%. - Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026. We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven. Read more in our press release: nebius.com/newsroom/nebiu…