Miner Reddy
3.8K posts
Miner Reddy
@pred3500
Longterm investor in Bitcoin Miner IREN
Philadelphia, PA Katılım Temmuz 2010
99 Takip Edilen401 Takipçiler
$IREN touched $80 in Oct 2025.
$100 EOY 2026 now looks bearish?
Especially after:
- Sweetwater energisation
- 800 MW secured in Australia
- 490 MW in Spain
- 60 MW deal with $NVDA
- Perplexity onboarded
The momentum is building.
FreeFromMatrix@ViralMuzik1989
$IREN Could we see a move to $100-$140 by EOY? Last time we saw a move from $5 to $80 in 6 months, roughly a 15x.
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$IREN nothing has happened yet
Mirantis acquisition close
Microsoft H1 handoff
$NVDA Exemplar status (B300)
H2,3,4 handoff
Prince George sites revenue accounting to upcoming qtr
H4-5 deal with $MSFT
SW-1 200 MW deal with $NVDA ?
@FransBakker9812 @Agrippa_Inv
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12 months ago we had ~3MW of self-built AI Cloud capacity. Today: 480MW being delivered this year, $2.8bn in new contracts signed, and our 2026 ARR target raised to $4bn+ with ~85% already under contract.
Demand continues to exceed everything we can build. Recent contracts include customer prepayments covering ~45% of the associated GPU capex, with weighted average contract terms of ~4 years across the portfolio.
Data centers. Compute. Software. The three-layer thesis, executing as written:
x.com/i/status/20577…
We're in a good spot. Proud of the team.
IREN@IREN_Ltd
IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn. “Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.” “We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101 Press release: iren.gcs-web.com/static-files/d…
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$IREN
IREN@IREN_Ltd
IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn. “Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.” “We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101 Press release: iren.gcs-web.com/static-files/d…
QME
Upon signing new contracts $IREN raises its year-end ARR target from $3.7b to over $4b 💪
For anyone paying attention, this ARR raise was inevitable...
Over the coming days Horizon 1 will be delivered, adding ~$120m to $IREN's quarterly AI revenues.
By Q1 2027 revenues will exceed $1b per QUARTER.
Think about it, $IREN is guiding for >$4b ARR on 480 MW of delivered capcity this year. For 2027, management is guiding for 1.2 GW, with much of that being higher yielding Rubin capacity.
Year-end ARR for next year will easily be >$12b. That's $3b per quarter!
Investors continue to miss the forrest for the trees on $IREN. It's pretty obvious where this ship is sailing...
IREN@IREN_Ltd
IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn. “Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.” “We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101 Press release: iren.gcs-web.com/static-files/d…
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@Fickifacki123 Signing ain't the same as delivering. Only the best like $IREN delivers. Shit, HUT is also showing off their Illinois Logan Prairie site delays: blockspace.media/short/hut-8s-l…
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$IREN
WEN DEAL ?
At this point it is getting ridiculous
Wall St Engine@wallstengine
$HUT signed a second 15-year, $9.8 billion AI data center lease at its Beacon Point campus in Texas, doubling the same investment-grade tenant’s contracted capacity to 704 MW. The deal fully commercializes the 1 GW campus and brings its total base-term contract value to $19.6 billion, with expected average annual NOI of $1.31 billion.
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@Hut8Corp 😄 enough of renderings where is the construction progress on Logan prairie data center delays
blockspace.media/short/hut-8s-l…
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Hut 8 has fully commercialized its 1 GW Beacon Point AI data center campus with a second 352 MW IT lease, bringing campus-level base-term contract value to $19.6 billion. The 15-year lease doubles the existing high-investment-grade tenant's contracted capacity at the campus to 704 MW, and renewal options carry potential campus-level contract value to $50.2 billion.
Across its portfolio, Hut 8's contracted AI data center capacity now totals 949 MW, supported by 1,330 MW of utility capacity, representing $26.6 billion in aggregate base-term contract value and average annual NOI of more than $1.75 billion. 100% of that capacity is leased to or backstopped by investment-grade counterparties.
Read the full release: hut8.com/news-insights/…
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@StockSavvyShay $IREN sounds like a better deal for $9.7 billion for 10 year on a 200 MW deal @ashergenoot got robbed
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$HUT signed a second 15-year, $9.8 billion AI data center lease at its Texas campus doubling the tenant’s contracted capacity to 704 MW.
The deal fully leases the 1 GW Texas campus and brings total base-term contract value to ~$20B.
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@rreddi Not a good sign. It's the institutional adoption that gives more stability. Retail gives more volatility.
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@pred3500 and if not announced? JFC. Management is going to need to answer for the failure. Big conference fluff shit and they miss delivery date?
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$IREN H1 handover is just a big speculation nothing confirmed yet or set on stone
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@ViralMuzik1989 Not $120 million it’s above $$500 million which 25% of the 1.9 billion ARR from Childress
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What is $IREN Horizon H1?
• 50 MW, the first phase of IREN’s 200 MW $MSFT contract
• Will support 19,000+ NVIDIA GB300 GPUs
• Expected to generate $120M+ in annualized revenue.
Lando@LandoInvests
$IREN Horizon 1 is supposed to be delivered to Microsoft tomorrow, July 19 Huge milestone for the company! I’m looking forward to seeing the IR @IREN_Ltd!
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@dannycheng2022 One of the most manipulated stock by Eric trump and his goons
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$HUT (July 17, 2026-weekly chart)
The last highlighted volatility hole marked the temporary top at $120–$129, followed by a bearish yellow candle.
Since then, there has been a gradual loss in price momentum, indicated by the green bars in Panel 2, as well as a steady decrease in whale accumulation in panel 3, currently at 91.4%.
Currently, the $90–$92 zone acts as support. If breached, there is a possibility of testing the lower boundary of the bullish red ribbon at $76–$78. Resistance sits at $106 for now
chad.@chad_ventures
$HUT is by far one of the strongest-looking AI datacenter stocks right now. Still above prior ATHs, and approaching the weekly Bull Market Support Band + prior ATH support confluence around $90-$82. Pretty important to hold that to avoid a deeper drawdown - definitely the zone to watch closely. All in all, it will likely just be a higher low after making a higher high, so the bullish structure remains intact.
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Stocks should go higher tomorrow!
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@SylentTrade Algos dominant this time on macro news it will be a while we trace back
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Last time $IREN was $34 it took just 5 weeks for us to hit $62. Things can turn around fast. Don’t be foolish and sell at the lows. Be wise and buy the dip.
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$IREN sadly my key levels failed to hold.. I think structurally we see a bounce back to ~45 here but good odds of $31 retest before completing the consolidation... still bullish high timeframe but locally more pain to be had after a relief rally here.
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$IREN Will the bleeding stop ? will Dan pull the trump Card to hold the flooding let’s hope Sunday is D day
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