SonoSonoSono

@jciccale Hard not to see IREN at 250 18 months from now if diltuon is controlled...

$14B vs $53B , $9B vs $4B, does it make sense? Of course not. That's the alpha

@mcF_dan @HedgebergCom Timeframe ?

$IREN - my price target of $200-$250 remains Iren failed to establish a new low and formed a bullish structure by a 12 month accumulation pattern. With it being the most asymmetric AI trade currently in the market. Given the market volatility and currently still ridiculously low valuations and severe short’s delusion I see that target as realistic.

$IREN - my price target of $20-$25 remains Iren failed to establish a new Ath and formed a bearish structure by crossing the neckline. Given the market volatility and currently still high valuations and severe stock delusion I see that target as realistic.

@LukeBruni17 How you know politicians are buying IREN ?

4 stocks POLITICIANS are buying 👇🏻 1. IREN ltd $IREN

@Fireguy120 @CryptoGhosty333 14 of the last 17 days are red. Not sure that is teasing a breakout. It is a clear breakdown. It should run into earnings and possible news will tske it yo ATHs but lets see..

@CryptoGhosty333 When the fuck has it teased a breakout?!? It's been down for over a month and I think red daily candles 8 out of 9 days.

$IREN is forming a bear flag below a massive resistance. Same from back in 2025 I think this resolves lower and we head much lower from here. The invalidation is a close above that resistance. Miners have a habit of teasing breakouts before they roll over. Who's still bullish on IREN

Its all coming. Is anyone concerned about dilution impact though. No doubt market arr and market cap is heading way north of here. But i cant help but thinking is there something to the ceo comp not being tied to share performance, which is ultimately a large dilution signal. Dont get me wrong, i hope dan and will get mega mega rich and have nothing but goodwill for them but is the comp a dilution signal 🤔🤔🤔

@LandoInvests It’s more fun to think about IREN delivering $30B ARR over the next few *years* than what happens in the next 2 weeks Think bigger

Your friendly reminder that $IREN will be delivering Horizon in ~9 days

Market cap is coming, i am concerned though over the level capex which may be coming. We all know it is a capex intensive story but the absence of share price targets is making me wonder if they expect the share price to stay close to these levels over the years ahead because of capex driven dilution. And to be clear, i have no issues with the bro's making a mega fortune. I wish them well but it is hard not to conflate the absence of share price targets with possibly a massive diltuion they know is coming...

@JarmoFriman I understand the sentiments, but Iren will have its best 18 months of growth ahead, it will start in the 2nd half of July with the delivery of Horizon 1. I would not fade this moment. Not financial advice.

Nebius rysähti reilun kolmasosan ATH:staan ja avasin laskun mittaan pienen position. IREN on yhä salkun suurin yksittäinen omistus, mutta viimeaikaiset tapahtumat ovat vaarassa viedä firman tarkkailuluokalle. Sijoittajalla on oikeus ja velvollisuus valvoa, kuinka yhtiöt kohtelevat kaikkia osakkeenomistajiaan, ei vain suurimpiaan. Uskon IRENin kurssin olevan jossakin 100-500 taalan välillä seuraavien viiden vuoden aikana, mutta jos investoritarinaan tulee rakkauden ryppyjä, katse voi luiskahtaa toisaalle...

Hear you, but the extent of it is unknown. I suspect the bro's have a very clear idea of the quantum of capex required over next 5 years and the extent to which it will dilute price. Market cap going to be big, 100% confidence there, but the absence of share price targets re comp could be telling us just how much of an effect it is actually going to have. Who knows, but it is just a risk marker worth staying close to...

@MiningDataAI much more dilution and debt. we're in a capital intensive business. cheers to that! ;) that's why the 5 layer cake from Jensen, the one IREN plays on is : land, power, construction, etc. AND CAPITAL (he mentioned it in the Sequoia interview)

I hear all the frustration from all types of $IREN holders. They want short term performance. The company does not care about that, as it should be. They should only care about long term shareholder returns. $250B goal? Focus on the next 2-3 years $500B? Probably 3-5 years $1T? ... You get the idea.

No concerns re volatility, thats just intrinsic to high beta investing. And I didnt mention volatility either. My point is that massive capex is going to be required for IREN, and it is not entirely unreasonable to assume that one reason the brothers dont want high share price targets is becuase they themselves know massive dilutuon is coming. It is a flag that should not be ignored. I dont know, none of us do but it is not an unreasonable variable to factor into risk profiling. And as i continue to assess risk, it remains a concern..

You can own $COST and still be concerned. That’s okay But if you’re really scared and can’t enjoy your sleep because of this insane volatility or the potential dilution, then you shouldn’t own it in the first place. Fundamentally, $IREN is 4x better than $IREN when touched $80 in November 2025. That’s everything I care about because the price will follow sooner or later. I trust my informed optimism!

🚨JUST IN: $NBIS From $IREN "The fact that we can build from dirt up and be able to look at each layer of the entire data center stack puts us in a unique position." Is he talking about $NBIS or $IREN here?

@TheTechInvest @MktMavPro I like the IREN stock but the CEO comp plan is making me concerned about the level of dilution ahead. The comp plan tells me potentially that the bros know there is massive dilution coming and they are afraid of stock price targets as a result..

@MktMavPro $NBIS the best performing stock $IREN the worst performing stock Period

I have no issue with the bro's making a mega fortune, they have build it up and if it is a success, they deserve it. Founder energy is great. Im certain the market cap will grow strongly. However, my one concern is on capex requuired to get it there. I.e. do they not want share price performance targets because they know massive dilution is coming. There is no transparency there and therefore we dont really know how much dilutuon is coming and potential impact on share price. But they do !!!! And we should have a legitimate concern over that !

@fremmseven Writing a piece similar to all the drama behind this. A little ranty, but I think some people will appreciate it. Love this Fremm

FounderMaxxing. $IREN Chairman David Bartholomew recently published a letter defending the controversial RSU compensation plan for founders Dan and Will Roberts. I’m not going to dive into every negative aspect of the plan at the risk of being labelled a bear, despite $IREN still being my largest position. However, from what I have gauged, a large number of retail shareholders strongly disagree with the letter, largely because it contains several major logical flaws. The biggest, in my opinion, is the argument that the Roberts brothers own a comparatively small percentage of the company relative to other founders. This is like buying a house with a smaller upfront deposit, contributing less towards the mortgage than your neighbours, and then complaining that you own less of the property. Other founders often commit more of their own capital upfront and buy back stock during periods of weakness. The Roberts brothers had opportunities to increase their ownership, including around the company’s lows in 2025, but chose not to. There are plenty of other questionable arguments too. The justification of time-based vesting over meaningful performance hurdles. The idea that the brothers might leave their own startup immediately before a critical inflection point after spending eight years building towards it. The implication that they could simply recreate the same opportunity elsewhere, despite the secured gigawatts of power remaining with $IREN. But I’m ready to move on. The positive way to look at this plan is through the lens of FounderMaxxing. We know that many of the best-performing companies of the past few decades were founder-led for a very long time: Amazon, Palantir, Meta, Google, Tesla, Apple—you get the point. Well, $IREN is taking that model to the extreme. By maximally compensating the founders through an enormous RSU plan, with time-based vesting and no arbitrary operating targets, the board is giving them complete freedom to pursue what they believe is the optimal decision at every point between now and 2033. At the same time, their financial incentives are heavily tied to shareholder interests on the upside—although, importantly, not on the downside. The higher the share price, the greater the value of their RSU payout. Seed investors who know them personally have hinted that Dan Roberts wants to become the richest man in Australia. Well, he now has a very clear and motivating path towards achieving that ambition—but he can only get there if the $IREN share price appreciates enormously. That is the FounderMaxxing trade-off. The risk is that your trust in the Roberts brothers must now be sky-high—higher than it would under a normal compensation structure. You are placing enormous faith in their integrity, capital allocation and long-term judgement. The reward is a maximally incentivised pair of founders who could theoretically deliver far more than they would under a conventional incentive plan—and who have delivered so far: a near 10x return over the past 24 months (depending on where you bought it), with what appears to be a clearer runway towards the next 10x. So, to continue holding $IREN, you have to ask yourself: Do you trust the integrity of the Roberts brothers? Do you trust the confidence that recent hires, institutional investors and acquisition counterparties have placed in them? And do you believe in FounderMaxxing—the idea that highly incentivised founders remain the most powerful force for building exceptional technology companies? I know that I do. But you have to make that decision for yourself.

I love it all but i still do have a mildly lingering discomfort over the comp. Not with $$$ per se, but more with notion of market cap v share price. Have no doubt market cap is gonna significantly increase, but how much dilutuion is coming to fund the cap ex. And is that potentially why the dont have the comp tied share price performance. Am juat a little nervous about that !

@Sebagyeong 🔥🔥🔥

$IREN 아이렌은 이제 계약을 보는게 아닙니다 1) 호라이즌 1 인계 확인 2) 호라이즌 2-4 26년 내 인계 확인 3) ARR 잘찍히고 , 목표치 도달하는지 3.7B 4) AI DC 매출이 잘 나오는지 4개면 충분한듯 합니다

@BitcoinAIGuy @Ashton_1nvests Few

@Ashton_1nvests It’s not impossible. It’s just not for everyone… how many people can take routine 20-50% drawdowns and long periods range-bound price action? Few

Index funds are great, but pretending individual stock picking is impossible is lazy.