IREN Bull (@IRENBULLLL) - Twitter Profili | Zamantika Mersobahis Locabet

IREN Bull retweetledi

investing@DollarCostAvg·2h

$IREN : Ran some numbers on Saturday Napkin Math. $IREN math is getting WILD 👀 Already signed: • Microsoft = 300 MW → $9.7B • NVIDIA = 60 MW → $3.4B That’s: • 360 MW contracted • $13.1B total value • $2.62B annualized revenue BUT… Childress still has: • 390 MW UNSOLD If future AI-cloud pricing improves: • another ~$15B+ possible • ~$3.8 - 4.5B/yr potential Then add: • Sweetwater 1 = 1.4 GW open capacity At current AI infra pricing: • ~$12–18B/yr possible from SW1 alone Total potential 2027 🤯 for 750 + 1400 MW = 2.15 GW • ~$15–22B+/yr revenue opportunity WOW. They have total 5 GW so still has 2.8 GW, this is insane opportunity.

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IREN Bull retweetledi

Shay Boloor@StockSavvyShay·6d

10 WAYS TO BUILD AN AI POWER PORTFOLIO 1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuses for 24/7 onsite generation. 2. $BE fuel-cell onsite power play helping data centers bypass the grid with dedicated energy for AI clusters with product backlog up 250% YoY to $6B. 3. $CEG nuclear baseload backbone of the AI era with a 20-year $MSFT PPA tied to the Three Mile Island restart to supply the 24/7 carbon-free power. 4. $VST hybrid power engine of AI combining nuclear, gas & storage with a 20-year $META agreement covering 2,600+ MW across three nuclear plants. 5. $GEV industrial supplier rebuilding the U.S. grid providing the turbines, transformers & hardware every AI-driven upgrade cycle depends on with $163B in backlog. 6. $VRT infrastructure gatekeeper for AI compute controlling the cooling & power systems that $NVDA class clusters cannot run without with Q1 backlog up 80% YoY to ~$12.5B. 7. $EOSE long-duration storage solution for a grid under strain helping utilities smooth volatility as AI demand overtakes supply. 8. $NEE clean-energy arm of the AI buildout with largest renewable development pipeline in the country positioned directly into data center load growth. 9. $LEU only U.S. source of HALEU fuel making it essential for powering the modular reactors needed around future AI campuses backed by ~3B DOE contract. 10. $UUUU secures the domestic uranium supply chain by turning nuclear fuel into a national-security asset for the AI age.

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IREN Bull retweetledi

StockChaser@StockChaser_·2h

These long-term bullish unusual options flows on $IREN are getting absolutely crazy I’d be surprised if a major deal isn’t announced in the coming months

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IREN Bull retweetledi

Blockspace@blockspace·1d

.@mikealfred laid out his investment strategy to trade AI stocks on the latest Blockspace Live, explaining the rationale behind Alpine Fox hedge fund's positions in $IREN and $CIFR. When we asked him about sleeper opportunities in the AI stock market, he didn't mince words: being a first mover does not guarantee success. In fact, these AI deals are getting better as time goes on, and the best deals could be yet to come from companies with MWs that are currently unmonetized. "There's been this rush to see who can sign the best deal. And I remember being told two years ago in spaces that no one would ever sign a better deal than $CORZ. "But what's happened over time is we've seen a lot of other deals and the pricing has just gone up. "So actually the pricing is accelerating to the upside. The demands actually accelerated the episode. So the folks who have the most capacity in the future may see better monetization opportunities along the curve."

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IREN Bull retweetledi

investing@DollarCostAvg·1d

$IREN Told ya. Looks like data and flow pointing possible break above $60 on Monday.

investing@DollarCostAvg

$IREN Max pain tomorrow $53 😭. Dealer will destroying options call buyers.

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IREN Bull retweetledi

YodaStocks@YodaStockInvest·6h

Half of X says NOBODY should TOUCH $IREN because of the possible 6B dilution. If you can do math, this is an easy play. $IREN to $200+ in 2030 and that's a lowball.

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IREN Bull retweetledi

McFly@ilzmcfly·3h

If $IREN contracts the rest of 2026/2027 guidance (800MW gross) at the same rate as $NVDA deal that is another $9B in ARR + the 410MW ($3.1B) Iren about to go BRRR with AI Factory type Margins It’s not how fast you monetize a MW but how much you can monetize a MW Squeezing 12.1B ARR with 1210MW’s. 750MW Liquid Cooled 460MW Air Cooled This spins the flywheel to fund the rest of the pipeline by 2028 +

McFly@ilzmcfly

$IREN Was the first Neo-Cloud able to squeeze AI-Factory Platform Margins on a 5 Year Cloud Contract Iren's previous deal: 300MW gross ------------------------------------- 2026 $9.7B - 5 years $6.47M price-per-MW gross GB300's - Liquid Cooled Iren's current deal: 60MW gross ---------------------------------- 2027 $3.4B - 5 years $11.33M price-per-MW gross B300's - Air Cooled That is 75% higher for B300's, Air-Cooled and a Fully Managed Cloud Solutions 😱 ---> B300's is cheaper than GB300's ---> Air-Cooled ($4-$5) is lower capex costs than Liquid Cooled ($11-$14) And now we are hearing more chatter of AI Factories between Iren, Nvidia, Dell and Mirantis. If Iren was able to achieve a deal like that with Nvidia I think it's a good example of what they will be able to achieve with future customers. I dont think Iren is willing to sign anymore bare-metal deals as they are lower margin and locks up valuable DC capacity/monetization for 5 years while waiting on new capacity to come online years after. By recent ER's and PR's Iren seems to be reluctant on signing capacity away for bare-metal and only focusing on AI Cloud. Although Hyperscaler customers are high credit tier and good for spinning up FCF to fund AI Cloud operations they are not long-term customers. Building partnership and customers with AI Natives or Enterprises is extemely more valuble to your business as they stick with you and are willing to pay the Managed Cloud Solution Margins. All signs of the ATM and recent Convert raise point towards self funding a high margin AI Native or Enteprise level customer instead. What's great is that they are sitting on $10B between the converts, atm and cash on hand. Dilution is likely price in at these levels. Stock valautions seem to be floating around already contracted capacity with some execution risk. Depending on the size of the next contract they more than likely fund all or most of it with cash on hand. They have 800MW gross left to contract for 2026/2027 to meet 1210MW Capacity guidance by 2027.

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IREN Bull retweetledi

investing@DollarCostAvg·7h

$IREN signed a 5-year, $3.4B AI cloud services contract with NVIDIA that will initially use approximately 60MW of existing capacity at IREN’s Childress, Texas campus. The deployment will use air-cooled Blackwell systems for $NVDA NVIDIA’s internal AI and research workloads On a simple straight-line basis: -> $3.4B total contract value -> ~60MW deployed -> 5-year term That works out to roughly: -> ~$56.7M revenue per MW over the full contract -> ~$11.3M revenue per MW per year -> ~$944K per MW per month $IREN is gearing toward hyper growth. 🤯 NVIDIA is effectively paying IREN ~$11M+ annually per MW for premium AI compute infrastructure capacity tied to Blackwell deployments.

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IREN Bull retweetledi

Fundamental Investing@Investinc_Intel·6h

I was just going through $IREN earnings and I’m beyond bullish. 480MW set to go live year end for ARR of 3.7 Billion. By 2028 they will have 5GW going live and going off current contract size for their MW this could result 38B ARR Now you can take a more conservative approach and maybe say as more data centers go live demand shrinks and contracts shrink which I don’t see. No matter how I look at it with execution I see this far exceeding 2029 estimates of 8B revenue. Jensen wanting the right to buy shares currently 30% above current share price screams to me BUY!

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DNV999@DNV99999·6h

$IREN

𝒰𝓂𝒷𝒾𝓈𝒶𝓂@Umbisam

$IREN I’m still adding, I never fall asleep on discounted offerings ( $IREG )

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IREN Bull retweetledi

FreeFromMatrix@ViralMuzik1989·5h

CNBC’s favorite AI bull @DivesTech (Wedbush managing $5.7 Billion) just named $IREN as one of the top AI infrastructure & power plays. While everyone obsesses over the chips, smart money is calling out the companies that actually “deliver secured power + execution”. As Dan said: “The AI party is just getting started.” This lines up perfectly with the quiet institutional flows we’ve been seeing (Defiance ETF $600M position etc.). Big money is noticing the real AI buildout winners.

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IREN Bull retweetledi

Ryan@ryansfinance·14h

$IREN x $NVDA x $DELL 🤝 👀 Something big is coming, you don’t raise Billions of $$$ for nothing 🚀 Wen deal, wen $100 👍🏼

IREN@IREN_Ltd

Building AI factories isn't one-size-fits-all. With @Dell and @nvidia, $IREN offers integrated solutions for every workload. See IREN CTO Denis Skrinnikoff and CCO Kent Draper on stage at #DellTechWorld alongside Rod Evans, Vice President, NCP and AI Factories EMEA, NVIDIA and Arun Narayanan, Senior Vice President, Server and Networking Products, Dell Technologies.

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IREN Bull retweetledi

McFly@ilzmcfly·5h

$IREN Was the first Neo-Cloud able to squeeze AI-Factory Platform Margins on a 5 Year Cloud Contract Iren's previous deal: 300MW gross ------------------------------------- 2026 $9.7B - 5 years $6.47M price-per-MW gross GB300's - Liquid Cooled Iren's current deal: 60MW gross ---------------------------------- 2027 $3.4B - 5 years $11.33M price-per-MW gross B300's - Air Cooled That is 75% higher for B300's, Air-Cooled and a Fully Managed Cloud Solutions 😱 ---> B300's is cheaper than GB300's ---> Air-Cooled ($4-$5) is lower capex costs than Liquid Cooled ($11-$14) And now we are hearing more chatter of AI Factories between Iren, Nvidia, Dell and Mirantis. If Iren was able to achieve a deal like that with Nvidia I think it's a good example of what they will be able to achieve with future customers. I dont think Iren is willing to sign anymore bare-metal deals as they are lower margin and locks up valuable DC capacity/monetization for 5 years while waiting on new capacity to come online years after. By recent ER's and PR's Iren seems to be reluctant on signing capacity away for bare-metal and only focusing on AI Cloud. Although Hyperscaler customers are high credit tier and good for spinning up FCF to fund AI Cloud operations they are not long-term customers. Building partnership and customers with AI Natives or Enterprises is extemely more valuble to your business as they stick with you and are willing to pay the Managed Cloud Solution Margins. All signs of the ATM and recent Convert raise point towards self funding a high margin AI Native or Enteprise level customer instead. What's great is that they are sitting on $10B between the converts, atm and cash on hand. Dilution is likely price in at these levels. Stock valautions seem to be floating around already contracted capacity with some execution risk. Depending on the size of the next contract they more than likely fund all or most of it with cash on hand. They have 800MW gross left to contract for 2026/2027 to meet 1210MW Capacity guidance by 2027.

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Kenny Zufall@KennyZufall·9h

$IREN nearly 10x increase in position here: A gemini summary on Two Sigma Investments: Two Sigma Investments is one of the largest and most successful quantitative hedge funds in the world. Unlike traditional investment firms that rely on human analysts making discretionary stock picks based on gut feelings or basic chart reading, Two Sigma is a "quant" fund. They are essentially a massive technology company that trades markets. They utilize vast amounts of alternative data, machine learning, artificial intelligence, and distributed computing to build predictive models and algorithms. Here is what that 13F filing implies for IREN: Algorithmic Conviction: Funds like Two Sigma don't buy into retail hype or social media noise. If they are loading up on a stock—and that 991.15% figure on the left suggests a massive, aggressive scale-up of their position to nearly 2.86 million shares—it means their systematic models have identified a statistically significant upside. Data-Driven Catalysts: Because their models scrape and analyze everything from energy grid statuses and supply chain logistics to obscure regulatory filings, they are likely picking up on the hard, underlying fundamentals of the Neocloud transition. Their algorithms are likely pricing in the exact same power capacity advantages and infrastructure developments you are tracking. Institutional Support: Having top-tier algorithmic money accumulating shares provides a strong foundation. It suggests the smart money is heavily weighting the transition of these massive power assets toward high-performance computing (HPC) and AI revenue streams. When you see a tier-one quant fund expanding a position by almost 1,000% in a single quarter, it is a massive signal that the underlying data—not just the narrative—is shifting in the company's favor

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IREN Bull retweetledi

Birk@Bare_Birk·13h

I dont think people actually know that Iren got a 3,4bn contract with Nvidia. The first one NVIDIA has done with a neocloud

matt@longinvest32

@Bare_Birk @qwertyuipasd11 @grok explain to this guy that iren is nvidias customer not the other way around please

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Shay Boloor@StockSavvyShay·10h

KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $NVDA, $TSLA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IONQ, $IREN, $AAOI • Hold: $HOOD, $OKLO, $ASTS, $HIMS • Bearish: $PLTR, $OPEN, $SOFI

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FreeFromMatrix@ViralMuzik1989·11h

Jane Street just filed a monster position in $IREN. One of the sharpest trading firms on the planet now holds: • 15.8M Calls → ~$543M • 12M Puts • 2.85M Common shares Net “heavily bullish” bias with calls dwarfing the rest. Total notional exposure over $1 Billion. This is the same smart money heavily in CoreWeave… but they’re clearly rotating into listed operators with real power + execution like $IREN as NVIDIA’s AI Factory buildout accelerates. I’m already positioned and added on the recent dip. These are exactly the asymmetric institutional flows that have moved my portfolio the most on this £0 → £450k journey. What do you make of this 13F? Bullish or just hedging?

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Billions777888@Billions777888·1d

$IREN Just found this and its veeeery Bullish! Leopold is the top tech investor in the world. He turned $250M into $5Billion. And you see his portfolio is 8.4% IREN! And I verified this- Situational Awareness LP has 8.4% IREN in it!

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Kenny Zufall@KennyZufall·21h

I've been quiet on $IREN since it's run up and convert offering. I feel the convert is only necessary as a precursor to a deal. They stated on earnings they were fully financed for 2026. Had an ATM shelf with $5B left on it. The converts speak to a need to raise cash quickly and that only seems likely if they have something they can't pass up on or a requirement for something. Speculation but as usual I think any investment sub $70 sees significant gains to the upside as the pipeline gets built out. 1.4GWs ready to be built on makes me think a contract should be more imminent but ultimately it'll happen when it happens. In the meantime I DCA and chill. IDK where the bottom is exactly short term but if it goes sub $50 I'll be adding leaps to my portfolio.

IREN@IREN_Ltd

Building AI factories isn't one-size-fits-all. With @Dell and @nvidia, $IREN offers integrated solutions for every workload. See IREN CTO Denis Skrinnikoff and CCO Kent Draper on stage at #DellTechWorld alongside Rod Evans, Vice President, NCP and AI Factories EMEA, NVIDIA and Arun Narayanan, Senior Vice President, Server and Networking Products, Dell Technologies.

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mick collet@badgernewman·14h

Added next quarter with Microsoft revenue

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