Scott

@Agrippa_Inv Makes sense. Along for the ride!

@Web3andbeyond Don’t have any for this far out. But it would certainly land well north of $500.

It’s always funny to see Wall Street completely fumble hyper-growth stocks. The street is expecting $IREN to make ~$8.4b in revenues by FY 2030, with EBITDA margins of just ~68%. Analysts are completely mispricing $IREN's 4.5 GW site-portfolio and multi-GW pipeline beyond that. I went ahead and modelled out my own near-term projections for the coming 2 years, using the following assumptions: Childress: 300 MW: MSFT Deal 450 MW: air-cooled (B300), fully ramped by Q3 2027 British Columbia: 160 MW: Mostly air-cooled, fully ramped by Q1 2027 Sweetwater 1: 600 MW: Vera Rubin (VR200) fully ramped by Q1 2028 Results: 👉 2027 = ~$8.3b (Rev) / ~$6.6b (EBITDA) 👉 2028 = ~$12.7b (Rev) / ~$10.3b (EBITDA) One of Wall Street’s problems is that they only price what’s directly in front of them. My 2027 revenue estimates are basically Wall Street’s 2030 projections. 🤦🏻‍♂️ And to be honest, my assumptions are actually very sensible. For the air-cooled deployments across Childress & BC, I used revenues BELOW management’s guidance. For exact modelling inputs and FCF / net income projections up to 2030, refer to my new $IREN deep dive on Substack. To be clear, I’m much more confident in my 2028 projection, since Sweetwater’s ramp could be more heavily skewed toward H2 2027 and H1 2028 instead of the simplified linear ramp approach I used. However, the point remains: Wall Street is completely dropping the ball on this one. What do you think will happen once $IREN announces its next hyperscaler deals at Childress and Sweetwater? → Massive re-rate incoming, as Wall Street scrambles to upgrade their idiotic projections.

@bitcoinbutcher1 Long term beyond this year? I want to hold through the capex build out and AI maturation cycle. I’m thinking 2028-2030

@Web3andbeyond This year or long term being beyond this year?

@bitcoinbutcher1 what is your long term price target for IREN?

@junkbondinvest @grok what does this mean? Is this bullish or bearish software?

“I literally think all the marks are wrong.” “Joe Software Company is going to recover somewhere between 20 and 40 cents.” “I kind of sense an arrogance of the people who grew up in the private-markets business.” This is Apollo’s John Zito. On tape. Saying what everyone in credit knows but nobody will say on Bloomberg TV.

@AviFelman How does one sign up?

@saylor @grok What percent was $STRC and what percent was common stock sales

Strategy has acquired 17,994 BTC for ~$1.28 billion at ~$70,946 per bitcoin. As of 3/8/2026, we hodl 738,731 $BTC acquired for ~$56.04 billion at ~$75,862 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

@bitcoinbutcher1 oh I listened to the call recording afterwards. I thought maybe it was a select group/community. nevermind then!

@Web3andbeyond It’s visible during the live recording. What specifically were you looking for?

@bitcoinbutcher1 I've listened to your last 2 Spaces, loved your content & analysis, its much appreciated! You mentioned the "Nest" once or twice, is that a publicly available group/community I might be able to join? Thanks for all you do

@AviFelman @jvb_xyz $IREN and $CIFR energy plays

@mikealfred what about building a portfolio in $IREN, $CIFR, and $ASST?

I know this is going to be hard to hear but if your entire portfolio consists of HIMS, HOOD, PLTR, etc you are not a serious investor. You are a fad stock investor. For a period of time, fad stocks can work. But you won’t actually be able to build a career on it. Maybe that’s OK.

@blknoiz06 the ticker is $IREN - AI data center with 4+ Gigawatts of contracted compute, $9 Billion deal with Microsoft, and more to come

bros how do we feel about shopify

@marcvanderchijs Ty sir appreciate you

@Web3andbeyond Don't know when or where I posted it, but I still think those are all very good long term investments (even if most of them have not done well over the past weeks/months). I think adding Google as a hedge (quantum) may be good as well.

@marcvanderchijs I think 6+ months back you posted what you believed would be great long term investment holds - included bitcoin, Tesla, galaxy, Solana, BMNR, and a few select others. I was trying to find thus tweet - any chance you can re share? Thank you!!!

@chcbearsfan @grok explain this article

@deltaxbt @grok what does this percentage mean and whats the implication?

3.273%

@Mrcryptoxwhale @NoLimitGains @grok DONE

@TylerDurden what's your record ytd?

Glory glory Man United. New manager bounce incoming. Nailed on 3 points.

@AlemzadehC $SOL?

Update target raised $22,452 #Eth

Hi mining mafia, what’s the best podcast you can think of for a potential investor in IREN to list to? YouTube, Spotify, anything is fair game. Thank you!! Sharing for a friend