StockSage

93 posts

StockSage

StockSage

@SSage57465

Katılım Aralık 2025
207 Takip Edilen34 Takipçiler
Stock Report
Stock Report@StockReportt·
5 AI stocks under $10 that could explode 💥
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Daniel Roberts
Daniel Roberts@danroberts0101·
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.
IREN@IREN_Ltd

IREN has acquired Awaken, a creative and media agency specializing in content strategy and brand development for high-growth companies. Senior members of the team will join IREN, including Founder and CEO Chris Parker, who will lead IREN's brand and marketing strategy. Daniel Roberts, Co-Founder and Co-CEO of IREN, commented: “As we expand across new geographies and customer segments, brand awareness and customer engagement become increasingly important. Chris and the Awaken team have been trusted partners to IREN for some time, and bringing those capabilities in-house was a natural next step as the platform continues to scale." Learn more: iren.gcs-web.com/static-files/d…

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StockSage
StockSage@SSage57465·
$IREN used to follow NBIS but now following CRWV. IREN is CRWV2
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LEADER TRADING 
LEADER TRADING @LEADER_TRADING·
Idk why $IREN doesn’t include this Convertible Note announcement in the ER. You at least had the $NVDA headline still fresh in peoples minds… I probably would have preferred them to try and sandwich the offering inside the other bad numbers rather than a -10% start monday.
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StockSage
StockSage@SSage57465·
$IREN already diluted 24.7M shares raised 1.06B at average peice 43$.
StockSage tweet media
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TheBigBerbowski
TheBigBerbowski@TheBigBerbowski·
SK Hynix and $MU exercise: - Check their market caps - Check their earnings - Put them side by side That's all. You do the rest.
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TheBigBerbowski
TheBigBerbowski@TheBigBerbowski·
Market green = red Market red = deep red No news = -10% Good news = 5% into -7% Can you guess which stock? 🧐
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
WHERE IS SERENITY?????
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Morten Alexis Wrem
Morten Alexis Wrem@AlexisWrem1747·
$IREN & the Sydney Opera House- LFG 🚀🚀🚀 Wow. Just received this picture from Sydney! Maybe Dan hasn’t closed the big deals yet… but he clearly has the biggest marketing budget in the industry 😅 Now that $6B ATM announcement is starting to make a lot more sense 🔥🔥 Something is brewing.
Morten Alexis Wrem tweet media
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Black Panther Capital
Black Panther Capital@BlackPantherCap·
$IREN sentiment is detached from execution, and big profiles are hammering it, while execution remains flawless. Nobody talks about the track record. Let me fix that: 2023: Pivoted to AI. Started with 248 NVIDIA H100s when nobody was paying attention. 
2024: 760MW to 2,310MW of grid power secured. Zero debt. $404M cash. Revenue up 144% YoY. Hit every target set. 
2025: 50 EH/s achieved. Microsoft contract signed. $9.7B deal. Record Q1 revenue of $240M (+355% YoY). Blackwell GPU orders placed. 
2026: Over $9.2B in secured funding. 4.5GW+ of grid-connected power. $3.4B ARR target by year-end. 345kV substation just energized at Sweetwater 1. Milestone after milestone.
 Short sellers require retail panic.
 Management has delivered EXACTLY as stated.
 Every. Single. Time.
 Noise is loud. Execution is louder. -BP Note: This is NOT financial advice.
Daniel Roberts@danroberts0101

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

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StockChaser
StockChaser@StockChaser_·
$ZETA had a historical quarter Results: • Revenue: $396.3M vs $370.0M expected, up 50% Y/Y • Adj. EBITDA: $66.1M, up 42% Y/Y • FCF: $41.7M, up 48% Y/Y Athena also had great results, inits first GA week, Athena • drove >7x more agent interactions • became >60% of AI platform usage Managment also said that Athena is helping win enterprise and agency deals Guidance was also raised again: • FY26 revenue: $1.779B-$1.792B • FY26 adj. EBITDA: $397.0M • FY26 FCF: $235.0M • Positive GAAP net income in FY26 With guidance includes only minimal Athena contribution, it is open for further revisions if adoption monetizes faster
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Nate Endicott
Nate Endicott@EndicottInvests·
Ah yes $ZETA selling off after growing 50% Makes total sense
Nate Endicott tweet media
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StockSage
StockSage@SSage57465·
$zeta Gaap profit matters.
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StockSage
StockSage@SSage57465·
@MktMavPro Those kind of posts tells you there wont be any ai deal soon
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MarketMaverick
MarketMaverick@MktMavPro·
$IREN investors punching air after seeing a 4% drop from CEO posting a rack photo… 🤣
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StockSage
StockSage@SSage57465·
@MB_Hogan Crwv mcap is 60b but their backlog is think more than 90b
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Mark Hogan
Mark Hogan@MB_Hogan·
INTERESTING COMP: $IREN trading now at $19.65B market cap, ~2X the amount of their hyperscaler deal w/ Microsoft ~9.7B $NBIS trading now at $38.2B market cap, nearly 24% LESS than the combined amount of their hyperscaler deals ~$50B (w/ Microsoft and Meta)
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