Petter

$IREN today reported its Q3 FY26 results. Key highlights: ✔️$3.4bn AI Cloud contract & 5GW strategic partnership with @nvidia ✔️2026 expansion to $3.7bn ARR on track ✔️2027 expansion to 1.2GW of AI Cloud capacity in build ✔️2028+ expansion across 5GW secured power underway ✔️Acquisition of Nostrum adds 490MW in Spain and GW+ development pipeline ✔️Additional development projects in Australia advancing toward connection agreement Presentation: iren.com/api/media/file… Read more: iren.gcs-web.com/static-files/9…

#IREN skuffer aldri

Exactly 6 years ago on this date, Oil prices went negative.

Horizon 1-4 for Microsoft coming together. First 200MW - more underway. $IREN

Goldman Sachs maintained its Buy on $NBIS and raised its price target to $205 citing the company’s $27B AI infrastructure deal with $META. The firm lifted FY27 to FY30 revenue estimates by ~45% and EBITDA by ~50% on the Meta ramp.

Begynnelsen på noe større📈 #IREN #NBIS

I won't tell anyone, but there will be signs.... @IREN_Ltd 👀👀👀 $IREN

💥 BREAKING: The Dubai Real Estate Index crashed 32% since the Iran war started.

THREE REASONS $NBIS IS UP 16% TODAY 1. The Rubin access is the real prize (not the $2B investment) because that is Jensen giving Nebius early access to Nvidia’s next-generation platform beyond Blackwell, something reserved for partners expected to play a specific role in bringing $NVDA hardware roadmap to the enterprise at scale. Rubin access suggests this relationship is being built for the next several years of the AI cycle. 2. The 5GW commitment by 2030 is massive. Gigawatts are how real competitive scale is measured in AI infrastructure right now and 5GW is a hyperscaler-level buildout from a company many folks still view as a niche neocloud. 3. Jensen just told you which neoclouds he believes can actually scale. The big question around Nebius was whether it was just a speculative infrastructure play or a legitimate AI-native cloud platform. Today’s $2B check helps answer that. Nvidia made a similar call with $CRWV and the list of neoclouds receiving investments of this size is now just two companies long with Nebius now being one of them.

💥BREAKING: Oil crashed 33% from $119 to $80 since yesterday. You just witnessed history.

Me with my 10 shares of $IREN tonight

Life tought, think long term

$IREN IREN/BTC nærmer seg ny ATH📈

$IREN will release its Q2 FY26 Results on Thursday, February 5, 2026 (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here: edge.media-server.com/mmc/p/pc7vqops

MU and SNDK: all retail

President Trump calls the market dip “peanuts” and says stocks will ultimately double from here.

Two neo-clouds. Two massive ARR ramps. IREN: +500% ARR Guide Nebius: +521% ARR Guide Which stock outperforms in 2026, and why? $IREN $NBIS

Mer penger pumpes inn i datasentere #NBIS

JUST IN: Jim Cramer says, "Avoid buying stocks right now." BULLISH 🐂

@IREN_Ltd listed as AMD partner during Lisa Su's keynote at CES. So why is $IREN not listing them on their website? Customer specific purchase? Or in use by @AMD? 👀 h/t @SamArgier