wpeel

@MAGAVoice Tell Trump to stop organizing them…

SHE IS RIGHT. THE ATTACKS ON TRUMP’S LIFE NEED TO STOP. ENOUGH IS ENOUGH 🙏

@RepMattHall @realDonaldTrump No problem, pay for half the bridge costs now! Give Canada $4B now and split the profits. Deal!!

I understand why the Canadians didn't invite American officials to the opening ceremony of the Gordie Howe International Bridge. The Canadians were being very unfair, but now President @realDonaldTrump has forced them to accept a much more fair deal. Instead of keeping all of the income, Canada now has to pay America 50% of the profit - $300 million for our commerce - and give us a real say in future tolls. That's far better for American workers and Michigan families, and it is much more important than any ribbon cutting. @TeamTrump @POTUS @RapidResponse47 @howardlutnick

@AlexisWrem1747 IDS…

From Zero to Hero or Another Trip to $32? $IREN has now bounced strongly from the $32 area twice over the past 10 months. The last visit to that level was only about a week ago. Since then, the company has announced an additional $2.8 billion of AI Cloud contracts, raised AI Cloud ARR guidance to more than $4 billion and confirmed that roughly 85% of that target is already under contract. The market also now knows that IREN has around $7.6 billion of cash on the balance sheet. That is almost 50% of the company’s current market cap and significantly reduces financing uncertainty. Of course, $7.6 billion is a huge amount of money. But when your ambition is to build one of the world’s largest AI infrastructure platforms, it is also important to keep that number in perspective. IREN still has an enormous amount of capital to deploy over the coming years. What really caught my attention was management’s comment that customer prepayments cover around 45% of the GPU related capex on the recently announced contracts. If this becomes the standard structure on future deals and new contracts start getting announced more regularly instead of every 10 months, the flywheel could really begin to spin. Suddenly the financing story looks very different. A $7.6 billion cash balance combined with substantial customer prepayments means growth can increasingly fund itself with much less pressure on shareholders than many feared. We should also get the official Microsoft H1 handover announcement soon. Assuming everything goes as expected, that would provide another important proof point that management can execute and deliver, not just announce ambitious plans. After the RSU controversy, execution is probably the single most important thing investors want to see. None of this guarantees a higher share price. The entire AI infrastructure and data center sector has been under pressure, so macro sentiment still matters. Even great company specific news can be ignored in a weak market. That said, if IREN were to revisit $32 again after raising ARR guidance, signing another $2.8 billion of contracts, showing a $7.6 billion cash balance and demonstrating a financing model supported by large customer prepayments, I think it would raise some very interesting questions. Is the market simply waiting for proof of execution? Or did the non performance based RSU package damage investor confidence so much that the market is no longer willing to give management the benefit of the doubt? The next few months should give us the answer.

@fkp007007 @Lazarus_Capital He didn’t buy the top, he shorted the bottom in Summer of 2025!!! 🤣

@Lazarus_Capital Tell us you bought the top and are salty af without telling us you bought the top.

I kid you not Just had an $IREN bull tell me this in DMs: "I can assure you that no-one who was investing in IREN over the past 2 - 3 quarters was under the impression they were going to beat their earnings."

@jiahanjimliu @Tree75769 Based on SWECS Fb post, H-1 was completed on July 16th. So maybe handed to MSFT July 17th, which was also a date mentioned at Raise Summit. Which means 5 days of testing and acceptance July 24th. PR July 27th. And then Aug 3rd a PR about the Mirantis acquisition being complete!!!

$IREN: Microsoft Acceptance Test I only roughly know of acceptance tests at $ORCL but great find by @Tree75769 on exactly how the IREN/MSFT acceptance test works contractually: 1. IREN has already run it's own validation and does internal handover to MSFT. 2. MSFT has 5 days to run it's own test against acceptance criteria. 3. If MSFT finds no faults then H1 will be officially billing. 4. If MSFT finds a deficiency, then IREN has 15 days to fix and handover back to MSFT with the 5 day clock restarting. Typical faults are smaller fixes at this point like: 1. Networking Misconfiguration 2. Replacement of Network Cabling 3. Replacement of either a few Networking Server or GPU Server. I think there is a good chance that MSFT accepts and we have a news release anytime from this Wednesday to the coming Monday July 27. @Tree75769 does a good job finding things like hires for $IREN.

@TheLaikYobaz TACO

ABD Başkanı Donald Trump: "Pedro Sánchez ile görüştüm. İspanya'yı Dünya Kupası zaferi dolayısıyla tebrik ettim. İspanya ile herhangi bir gerilimim yok." Hani bir daha görüşmeyecektin?

@AprilSm44039215 @danroberts0101 @FransBakker9812 And yet, here you are following the progress. Enjoy being poor…

@danroberts0101 @FransBakker9812 Who cares. You will dilute the share holders and logo another team. Couldn’t care less about your company and would never invest in it again.

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.

@AlexisWrem1747 @Tree75769 NUAI is currently a scam, until proven otherwise…

Non of you guys know shit about NUAI😂😂 wpeel my good old friend- you remember our chat IREN bulls back in the days before Dan and Gingerbrother showed there ugly faces? We maked so much money on IREN🚀🚀🚀🥂🍾🍾 you should invest in NUAI and get the the good old days back💸💸💸💸💸💸

$IREN Frans Bakker is once again giving the impression that he knows more than the market. This isn’t the first time he has dangled a carrot in front of his subscribers by implying that he has access to information others don’t. Now he justifies his sudden shift from “nobody knows the strategy” to “the strategy is crystal clear” by referring to private conversations with IR, speakers and pre-IPO investors. If this is not simply another carrot designed to create the impression of an informational advantage, why doesn’t he clearly explain what he learned that suddenly made the strategy so obvious? And if the information is genuinely material and unavailable to the wider market, that raises an entirely different question: why should Frans have access to it in a publicly listed company? Either he can explain the public information and reasoning behind his dramatic change of opinion, or he is once again suggesting that he knows something he cannot tell the rest of us. 🤨

@Larry50820059 @_InfoGram_ You probably voted for no new wars and release of all the Epstein files too. You were conned, but just keep lying to yourself.

@_InfoGram_ Nukes are easy to make. The hard part is enriching the Uranium. Iran was almost there. Trump probably saved millions of Americans. Obama gave them the ability/money to enriched the Uranium.

This is wild 🔥 Trump 🇺🇸 YESTERDAY: "We have destroyed Iran. And we need $10 billion more for war." Obama 🇺🇸 TODAY: "All this to stop a nuke that didn’t exist and to open a Strait that wasn’t closed. What a loser." 🔥

@Funmentalist @MktMavPro Handover may be tomorrow, but likely no announcement until MSFT accepts H1. After testing and such. That’s probably when GB300 exemplary status for IREN as well. 2 huge catalysts to 🚀🚀SP back I to the $50’s

@MktMavPro x.com/landoinvests/s…

$IREN Tomorrow we should see the successful handover of H1 to Microsoft. Would show that technical capabilities of IREN’s team are not a problem. That could give markets some confidence when it comes to the stock. Much needed

@Tree75769 @AlexisWrem1747 NUAI doesn’t even have a connection agreement for power…🙃

@AlexisWrem1747 Just to be clear you think NUAI is a better investment?

@LandoInvests Did you get your share count up to 1k yet?!? Time may be running out for these cheap shares.

$IREN this is nuts at $13B MC 😂

@BitcoinAIGuy 💎🙌

Am I the only $IREN bull left? Seeing lots of capitulation

@tempocap2 @FransBakker9812 Looks like RSI is lower now than it was for left shoulder and head!! Send it!!🚀🚀

@FransBakker9812 $IREN RSI Divergence may be hinting at a bottom here soon H&S played out to the downside can a larger Inverse one play out to the upside ?

$IREN Horizon 1 handover imminent Satellite imagery confirms that the grounds around the Horizon 1 complex, including data halls, liquid cooling plant, and network core building — have been paved ahead of customer handover. Furthermore, security has increased, with Microsoft bringing in their own security equipment, including a brand new security booth, which needs to be passed to enter the complex grounds. If you have any sense of how these projects work, then you realize that these events are the final details of a customer moving in, rather than a construction team moving out. Do with that information what you will, but shorting @IREN_Ltd ahead of a PR storm of relevant stakeholders, celebrating a 1 out of 4 identical projects successfully being turned into a billing AI factory, sounds pretty irresponsible to me. Not financial advice ☝️

@amitisinvesting TACO

TRUMP: I HAVE DECIDED TO REPLACE THE 20% CARGO REIMBURSEMENT FEE WITH TRADE AND INVESTMENT DEALS WITH GULF STATES didn’t even last 24 hours 😭

@SylentTrade Hopefully it’s the retail bears that sell!! So tired of the crying from them…😭

$IREN was $60 a month ago, a month from now we can be $60 again. The stock is highly volatile, expect a whipsaw to shake out retail investors.

@bitcoinbutcher1 Can’t hear Fran’s very well.

@SmallCapSnipa Institutions have spent the last 6 months stealing shares from retail. We’ll find out shortly why, and those retail sellers will start chasing higher.

I think the second half of 2026 into 2027 will be better for $IREN Despite the poor performance this year, I believe it’s better to keep a long term lens when valuing cloud service providers. GPU economics, prepayments, and capacity ramps matter far more than short term volatility. $CRWV faces a similar 2026 with capex scrutiny and FCF/profitability pressures. The market clearly doesn’t love balance sheet liabilities. Heavy reliance on debt/vendor and equity markets to fuel growth is a low hanging fruit, but necessary given the economics and opportunity in the sector. The silver lining is accelerating the buildout of extremely scarce and high value infrastructure. AI compute is not a short-term hype cycle, this is foundational infrastructure that will be the central force of the global economy for many decades to come. Granted that I believe this to be true, $25-$40 seems to be a very high risk to reward range for a long term lens on IREN. We will just have to wait and see.

@chad_ventures By the market, likely, yes.

@wpeel70 I know, but they are still referred to as miners aren't they?

$IREN a rejection at the longest weekly Meridian positioning shelf at $42 wouldn't be great FORCE still bearish too... It's sure one of the laggard mining stocks right now. Was a leader before, but currently, other miners are leading