IREN. Every tracked FinTwit mention of $IREN, newest first. 1000 mentions since the first on Jul 17, 2025. See the price chart.
June 2026 · 98 mentions
Jun 4
Black Panther Capital — You were warned…
$CIFR at $15 now $25✔️
$ONDS at $9 now $12⏳
$IREN at $40 now $61✔️
$NBIS at $88 now $258✔️
$ASTS at $82 now $110✔️
$RKLB at $66 now $121✔️
$KRKNF at $7 now $7.81⏳…↗
Jun 4
Black Panther Capital — Looks like the US & Iran conflict is about to come to an end.
Bullish.
$IREN $NBIS $CIFR $AAOI $RKLB $ASTS Lets go. Fire up the market again 😎
-BP
Not financial advice. ht…↗
Jun 4
Lando — Watching the $IREN 21 EMA, 9 EMA already failed.
Will be holding the cash I do have to see if it’ll bounce on support↗
Jun 4
mon — The best stocks to buy on a red day are the ones you already believe in for the long term.
For me, those are the companies I've spent the most time researching.
Those are: $IREN…↗
Jun 4
mon — $IREN - Institutional ownership hit a new record. https://t.co/TqN401wK6x↗
Jun 4
Black Panther Capital — I’ll say this once:
I STILL can’t believe some people are bearish $IREN.
Nick Giles, B. Riley Securities just raised their PT on $IREN from $88 → $96.
Nick is ranked #63 out of…↗
Jun 4
Antonio Costa — $IREN Previous resistance now support. https://t.co/Yv1Qkknto7↗
Jun 4
Dustin — $IREN price target raised to S96 from S88at B. Riley
B. Riley analyst Nick Giles raised the firm's price target on Iren (IREN) to $96 from $88 and keeps aBuy rating on the shares.…↗
Jun 4
mon — $IREN - Analyst ratings.
> Canaccord raises PT from $70 to $79.
> B.Riley raises PT from $88 to $96.
> Cantor Fitzgerald raises PT from $77 to $99.
> BTIG maintains PT at $80.
> B…↗
Jun 4
Jason Luongo — These are 10 of my top buys if we get a substantial pullback in the markets:
$HOOD - fintech
$IREN - AI data centers
$TE - solar manufacturing
$MP - rare earth materials
$SMR - sm…↗
Jun 4
Black Panther Capital — My bet is:
> Some choppy periods, more up towards November 3, 2026 which is the date of midterm election.
> Trump is a business man, he will do whatever it takes to have market i…↗
Jun 4
Dustin — $IREN Macquarie reiterated an Outperform rating and $90.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s announcement of its first planned Australian AI data cent…↗
Jun 4
mon — The big 3 - $IREN / $NBIS / $CRWV
If you do not have compute, you do not have revenue. It is that simple.
This is exactly why Leopold has gone all in on the Neocloud thesis. AI d…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Lando — $IREN has had an announcement for every day so far this week…
Can it continue?? Deal tomorrow? Speculation ofc↗
Jun 3
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Jun 3
Kevin Maro — I believe $BRUN is a screaming buy on a ridiculous sell-off AH. I believe it is the second best Neocloud investment behind $NBIS. I have added to my position.
Why the sell off?
A…↗
Jun 3
Midas — All of Leopold Aschenbrenners positions are already up 100% or more since he bought them.
For example $SNDK $NBIS $INTC $IREN $BE
But there are also some positions that still ha…↗
Jun 3
Shay Boloor — @FuturumEquities You can watch my full $IREN AI power capacity breakdown here:
https://t.co/T7JKP9MIMs↗
Jun 3
Shay Boloor — $IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers.
Today’s 800MW Australia ann…↗
Jun 3
Mike Investing — I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CR…↗
Jun 3
Midas — My free discord has been making GENERATIONAL WEALTH this year:
1. $AMD at $191.62 (+164% gains)
2. $NBIS at $86.72 (+222.9% gains)
3. $IREN at $33.65 (+105.3% gains)
Our team o…↗
Jun 3
Midas — My FREE discord called the following 100%+ trades:
1. $AMD at $191.62 (+164% gains)
2. $NBIS at $86.72 (+222.9% gains)
3. $IREN at $33.65 (+105.3% gains)
Our team of 7-figure…↗
Jun 3
Lando — @TheProfInvestor And at 200k friends you’ll buy me a share of $IREN! LFG PROF↗
Jun 3
Lando — Trimmed $AMD for my first “winner” after a nearly +200% gain
If you asked me a year ago it’d be a $500 stock I would’ve told you BS. I stuck through it and have finally trimmed a…↗
Jun 3
Lando — $IREN I bought more today. Just crossed 300 shares in my Roth https://t.co/IDokTpHXBY↗
Jun 3
Black Panther Capital — My dad doesn’t follow my portfolio, even tho’ he has access to it.
It cost him $466,890.
+200% in returns. Over 2 years. Gone.
Not because he didn’t have the money.
Because he…↗
Lando — Hey Jensen can you tell everyone that $IREN will be a $1T company?
Best regards,
Lando↗
Jun 3
Shay Boloor — @VanquishTrader People should read this as every new megawatt expands the $IREN revenue opportunity and apacity ramp may be coming faster than market expected.↗
Jun 3
Jason Luongo — 7. $IREN - IREN
Pivoting from Bitcoin mining to hyperscale AI data centers with nearly $13B in committed contracts from Microsoft and NVIDIA. $9.7B Microsoft deal alone targets $1…↗
Jun 3
Black Panther Capital — $IREN x Antrophic?!
What are we thinking?
> Sydney will become Anthropics fourth office in Asia-Pacifica.
> $IREN just announced a planned 800MW campus in South Australia.
> An…↗
Jun 3
The Future Investors — $IREN IREN announced plans for an 800MW AI data center campus in South Australia 🇦🇺⚡
The project is expected to begin energization in 2028, will connect to major Asia-Pacific ma…↗
Jun 3
Lando — Added another 25 shares of $IREN this morning, the next deal sends it to $100 https://t.co/eSaQY6N4lM↗
Jun 3
Kevin Maro — Hopefully I was able to make some of you money. $IREN https://t.co/XhP1henniZ↗
Jun 3
Black Panther Capital — @investor033 Awesome man! Happy to hear buddy! $IREN will also bring my first major goal I believe and be apart of the road to my second goal 😎👊↗
Jun 3
Black Panther Capital — $IREN finally broke through $70.
🟢 Up +6% in PM.
-BP
Not financial advice. https://t.co/Br2njV1doQ↗
Jun 3
Shay Boloor — $IREN just announced plans to develop an 800MW data center campus in Bundey, Australia.
The project marks IREN’s first announced data center development in Australia and expands i…↗
Jun 3
mon — $IREN secured power now at 5.8 GW. 🔥 https://t.co/kIK3Grr2pk↗
Jun 3
mon — $IREN has announced its first Australian data center project, a planned 800MW campus in Bundey, South Australia, located about 78 miles northeast of Adelaide.
The company signed…↗
Jun 3
Lando — $IREN $71 IS HERE https://t.co/Q9mzneYPrD↗
Serenity — @BKCY314 Financing structure is much different, $CRWV is getting eaten alive by debt interest.
$IREN has little equity appreciation from excessive ATMs.
$NBIS is just right, and…↗
Jun 3
mon — My favourite stocks in each sector right now:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE &…↗
Jun 3
Serenity — Fun to see my highest conviction Neocloud pick in $NBIS age well.
I wrote a thesis last year on the Neocloud sector becoming a major theme.
And then picked the King.
-> Nebiu…↗
Jun 3
Daniel Koss — @KizzyInvests 💯 I'm overall bullish $IREN but this is why I always liked $NBIS much more.↗
Dustin — $IREN The many months’ bull vs. bear battle and large hedging/short positions in Iren are typical in this situation: retail investors discovered Iren first before the Institution…↗
Jun 3
Lando — @accounting_ds This is so bullish for $IREN @FransBakker9812 👀↗
Jun 3
Lando — @GrindeOptions sold $sofi today, going to buy more $IREN↗
Jun 2
Midas — 1. $HIVE
2. $RIOT
3. $TE
4. $APLD
5. $IREN
If this helped you out, follow me for more.↗
Jun 2
Lando — Sounds a lot like $IREN if I’m being honest. Great call out @ShanuMathew93 + @litigious_dulce↗
Jun 2
mon — Two days in a row, 8/9 stocks green. 😅
- $IREN got very close to $70.
- $PENG smashed it +20% throughout the day.
- New stock $XFAB +20%.
- My favourite nuclear stock $SMR +8%.
-…↗
Jun 2
Wayne Liang — @AlvaApp Woah, this is pretty cool!
Although it may need a bit of tweaking... missed some of my largest calls, like $IREN from ~$6 to $70+, $CIFR from ~$3 to $20+, and a few more.…↗
Jun 2
Black Panther Capital — Welcome to no. 41.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 41.000 of you made it something bigger. I don’t take…↗
Jun 2
Black Panther Capital — Holy fk! +14,000 new followers in a single day.
I had to put my phone down and just sit with that for a minute. I genuinely couldn’t process what I was looking at. You don’t see a…↗
Jun 2
Lando — @WolfOfTrenchess @IREN_Ltd You’re missing the point. $IREN will be rerated↗
Jun 2
Wayne Liang — NGL, $NBIS sitting at ATH seems appealing...
Better late than never?
Structurally, it looks phenomenal:
> $44B+ contracted customer backlog
> $NVDA equity stake (~$2B via warra…↗
Jun 2
Lando — $IREN
REMEMBER every day that passes without a deal means we are that much closer to a deal
It’s only a matter of time
> the stock is near ATHs
> AI trade stronger than…↗
Lando — @accounting_ds My thoughts with $IREN too. I’m even more bullish honestly on all Colo/infrastructure plays↗
Jun 2
Antonio Costa — $NBIS new all time highs in pre-market. Eyes on $IREN symp play.↗
Jun 2
Lando — @SwetalP41290270 I’m not mad yk, but every once in a while I check on the names to see how they’re doing. It’s like “damn” 🤣🤣
Not gonna lose $IREN lol↗
Jun 2
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
Jun 2
mon — If I were forced to build something more diversified without losing the same asymmetric mindset, my long-term portfolio would probably look like this:
- $IREN
- $HIMS
- $ASTS
- $O…↗
Jun 2
Lando — @KevInvestingYT Dilution is part of hyper growth and can be accretive when used accordingly. Google raising $80B for more compute is proof of $IREN’s thesis↗
Jun 2
Midas — $HIVE
$RIOT
$TE
$APLD
$IREN
$BTDR
$KEEL
$CLSK
$WYFI
$PSIX
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 2
Midas — $IREN
$CIFR
$RDDT
$HIVE
$NBIS
Follow me for my analysis on each of these stocks.↗
Jun 2
Kevin Maro — I've initiated a position in $IREN in the overnight markets.
A few hours ago, Google just told the world something important:
Demand for AI compute infrastructure has reached a s…↗
Jun 2
Trade Whisperer — @brewernut162 to be honest, not many people know $IREN exists btw (outside the investing world)↗
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 1
Trade Whisperer — Interesting
We applied one of daily smart candle models to weekly candles and we are starting to see early warning/trim signals on $IREN & others.
Not ready yet. More validat…↗
Jun 1
Shay Boloor — @PolymarketMoney Incredibly bullish for $NBIS, $IREN, $CIFR and $CRWV↗
Jun 1
mon — What a day.
- New stocks $NOK +9.64% & $AAOI +17.18%.
- $NUAI smashed it +18.24%. 🔥
- $PENG & $KEEL +7%. $FIVN +8%.
- $SMR & $IREN day is coming.
- $OUST taking a bre…↗
Daniel Koss — @leginjo Ah I see. Then I'd probably pick shorts based on your longs. For example long $NBIS short $CRWV or $IREN always sounded good to me, but I won't do it cause I'm bullish the…↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Jun 1
Black Panther Capital — Return since 2024: +206,98%.
I don’t short.
I don’t dont leaps.
I don’t do options.
I don’t use leverage.
I don’t charge anything.
I don’t have a subscription.
I don’t get paid by…↗
Jun 1
Serenity — @Anon1pvi Not a fan of $CRWV, debt interest too high.
As for $IREN, infinite ATMs structurally caps upside.
$NBIS is the Goldilocks player in neoclouds.↗
Jun 1
Daniel Koss — @ayzddzya Come on, I'm being nice here!
I thought all $IREN and $NBIS investors agreed that to each their own and let's just chill.
But in his post he's literally asking people t…↗
Jun 1
Antonio Costa — $IREN has that look https://t.co/mpUyL1RcNH↗
Jun 1
Shay Boloor — @VanquishTrader Great to see $IREN called out in $NVDA keynote speech↗
Jun 1
Daave “3 and 30” Tepper — wow! Jensen called out $nbis Nebius by name with a heart on the slide “NVIDIA loves Nebius”. wait till he does the same for $IREN and $WULF its never gunna happen because they are…↗
Jun 1
Serenity — @blackwalletfr If I stop calling trash, trash.
That doesn’t change what it is, when you’re looking at the $IREN infinite ATM dilution machine.↗
Jun 1
Serenity — $NBIS has anime plot armor!
Happy to hear Weebius has been outperforming the market and Neocloud basket ( $IREN / $CIFR ).
Last year post MSFT earnings, I gave a prediction after…↗
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Black Panther Capital — $IREN doing what $IREN does best.
Building the foundation for a MASSIVE take-off in the future.
-BP
Not financial advice.↗
Jun 1
Antonio Costa — Great news 👇 $IREN idiots selling in pre-market↗
Jun 1
Shay Boloor — $IREN is working with $NVDA to build Nvidia DSX-aligned AI infrastructure across its global data center footprint.
IREN is positioning itself as an AI infrastructure platform insi…↗
mon — $IREN - At GTC Taipei yesterday, NVIDIA unveiled the DSX platform, a complete "playbook" for building AI factories that ties together silicon, systems, open source modular software…↗
Jun 1
Dustin — $IREN : Leopold Aschenbrenner Has a Bullish View on This Stock https://t.co/ONeo5kSeoK↗
May 2026 · 431 mentions
May 31
Lando — Looks like they need somewhere to plug in all those chips right $IREN??
I’m sure most Neocloud/Colo will do well as well. Question is who will be the best?
$NBIS $CRWV $IREN got…↗
May 31
Midas — Leopold Aschenbrenner’s $IREN position is up over 8x since he opened at $7 last year.
He’s now betting on $TE, $SHAZ, $CORZ, and $HIVE.
I track smart money so you don’t have to.…↗
May 31
mon — Out of all the data center stocks, I think I own three of the best with the most potential from today’s price levels:
$IREN
$KEEL
$NUAI↗
May 31
Black Panther Capital — Welcome to no. 26.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 26.000 of you made it something bigger. I don’t take…
April 2026 · 298 mentions
Apr 30
Jason Luongo — 9. Options Trade Selection
"I have $5,000 in capital. I want to sell a cash-secured put on $IREN with at least 15% cushion and 30+ DTE. What are my options?"
Claude will scan the…↗
Apr 30
Jason Luongo — 3. Live Market Data via Public MCP
Connect your Public account to Claude and it pulls real-time quotes, option chains, and Greeks directly into the conversation.
Sign up for Publ…↗
Apr 30
Serenity — @CookerFlips $IREN is a horrendous long. I can’t imagine anyone that cares about portfolio appreciation to buy into a $6B ATM while executives award themselves record high SBC.
Pe…↗
Jason Luongo — If you're under 35 this correction is a gift.
I'm looking to buy...
$NVDA below $170, AI compute demand sold out through 2027
$AMZN below $200, AWS is the backbone of every AI co…↗
Mar 31
Daave “3 and 30” Tepper — More than “outshine” nebius will consolidate $iren at a deeply discounted price↗
Mar 31
KaizenInvestor — @jiahanjimliu I’ll just keep my $IREN shares for now. Not adding though.↗
Mar 31
Black Panther Capital — 🚨This one chart should make EVERY bull nervous.
Every time SPX RSI dropped below 50 during a major drawdown the market didn’t just bounce straight back.
It took time.
Look at t…
Black Panther Capital — @TacticzH Yeah, I have some target. Without doubt. Such as $NBIS $4-600. $IREN $200. $OUST $100. I like beta stock, but only with a real thesis behind it - for my long-term port.…↗
May 31
Black Panther Capital — MAY 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE:
> Long-Term Port: +43.99%
> Short-Term Port: +63.54%
YTD PERFORMANCE:
> Long-Term Port: +81.13…↗
Lando — @babyfolio You’re gonna hate it baby, but $IREN looks might attractive comparatively. You already know it all, just throwing it out there again 🤣🤣↗
May 31
Lando — @StockMKTNewz Two companies that are way better. Surprised you didn’t buy $nibs or $iren↗
May 31
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
May 31
Michael | Hypermarkets — It's September 2026, stocks I bought under $20 and they exploded 1000%
1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Le…↗
May 31
Lando — @kylekuzma Kuz look at $IREN and the Neo clouds. Thank me later↗
May 31
mon — $IREN, $HIMS & $ONDS.
They had a tough start to the year, but I still believe my top three stocks for 2026, are going to outperform the overall market over the next few years.↗
May 31
Midas — $IREN
$CLSK
$HIVE
$TE
$SHAZ
If this helped you out, follow me for more.↗
May 31
mon — My biggest gain came from adding to my highest-conviction stock while sentiment was at an all-time low.
> $IREN at $5-6 in April 2025.
Since then, the stock is up over 1,000%…↗
May 30
InvestmentGuru — NEOCLOUD IS EMERGING STRONG
Neocloud stocks have become the purest public-market way to bet on the AI compute shortage — companies packaging GPUs, data centers, power, and cloud s…↗
May 30
The Assembly — Leopold Aschenbrenner’s $IREN is up over 8x since he opened at ~$8 last year.
He’s now betting on $SHAZ, $TE, $CORZ, and $RIOT.
We track the smart money so you don’t have to.
Fo…↗
May 30
mon — The question I get asked a lot is: “Who should I follow on X?”
I’m not going to give you a complete list. Maybe another time. Instead, I think it’s more useful to understand the…↗
May 30
Wayne Liang — Always wondered why $NBIS and $IREN investors butt heads with each other...
Both are riding the same Neocloud wave with legitimate theses, and run simultaneously.
They serve diff…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 30
Lando — @CarsonTalkMoney Hell yeah Carson!! I was probably down a ton more too with $IREN dropping to $30s in March 🤣🤣
All relative but great work nonetheless↗
Shay Boloor — Leopold Aschenbrenner’s $IREN position is now up over 8x since he opened it last year. https://t.co/UpDqf0tFRt↗
May 29
Black Panther Capital — Here’s the pattern that kills more retail portfolios than any bad stock pick:
You do the work. you buy the position. you hold through the noise.
The it works.
And instead of sta…↗
May 29
Lando — Hey @danroberts0101 I know you’re a busy guy and you’ve got stuff in the works, but uh wen deal $IREN↗
May 29
Michael | Hypermarkets — Exactly 1 month ago, I explained why these will continue to go up higher:
$BE was at $120 now $322
$ASTS was at $63 now $134
$IONQ was at $28 now $72
$IREN was at $30 now $70
W…↗
Wayne Liang — We started https://t.co/r8G8UwUxO6 last year to simplify technical analysis... ended up simplifying trading in general by pointing out undiscovered companies with solid fundamental…↗
May 28
PhotonBull — If @ChairmansLedger recommends following someone, you already know it's worth it
@chinoalemano with a great read into the Leopold buys on $NBIS and $IREN
Highly recommend followi…↗
May 28
Shay Boloor — $IREN reportedly secured ~$3.6B in financing to buy $NVDA GPUs for AI compute capacity tied to its $MSFT data center deal.
The funding includes ~$2.1B from private bond sales and…↗
May 28
Lando — Lots of cash for Anthropic, they need more compute $IREN↗
May 28
Daniel Koss — Why I Think $NBIS Nebius x Anthropic Is Happening
I believe Nebius and Anthropic will soon make a deal, or already have a deal and will soon announce it.
Quick disclaimer: this i…↗
May 28
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock som…↗
May 28
Dustin — $IREN Iren raised again to 99.00 short squeeze incoming https://t.co/ogMVvxfk0Y↗
May 28
mon — $IREN - great start to the day.
1 - Cantor Fitzgerald maintains Buy rating and raises PT to $99 from $61 PT.
2 - Hires former AWS executive Christopher Sailer.↗
May 28
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20
$IREN at $2.8…↗
May 28
InvestmentGuru — THE NEOCLOUD SUPERCYCLE IS ACCELERATING
The smartest money in AI just made its move — and the signal is impossible to ignore.
Leopold Aschenbrenner’s Situational Awareness fund —…↗
May 28
CK Capital — Leopold in $NBIS.
When will the $IREN to $NBIS rotation happen.
I think tomorrow. https://t.co/HlEDZZfFlH↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 28
Serenity — Look who joined team $NBIS.
5.6% is a pretty massive stake, maybe he realized by now it’s miles better than the dumpster fire that is $IREN.
That being said: Nebius is now up ~3…↗
May 27
Lando — I think it’s going to be an awesome summer for $IREN and $NBIS 😏↗
May 27
Lando — @Yeah_Dave You might wanna check $IREN again. At current value it’s the better of the plays. What a time to be alive↗
May 27
amit — @AlphaOwlTrading Yeah honestly was confusing for him to have $CRWV and $IREN but not $NBIS, looks like he has the big 3 for neoclouds now↗
May 27
Lando — I know this isn’t related to $IREN, but it sounds all too familiar $DELL $MSFT↗
mon — What a great day today.
- $IREN is heading to all time high +13.48%.
- A deal with Anthropic is anytime now.
- New stock I bought recently $KEEL +7.31%.
- Another stock bought re…↗
May 27
Lando — If you bought $IREN a week ago you’d be up +40% https://t.co/t1FK4Bzi5K↗
May 27
Lando — $IREN someone has to know https://t.co/G7ovfs29Uf↗
May 27
Antonio Costa — $IREN continues making HOD on volume https://t.co/gbu7h9wfMr↗
May 27
InvestmentGuru — ⚡ Crypto miners + AI compute names are catching strong momentum again.
$IREN surged 11% after announcing a Dell Blackwell systems purchase agreement, fueling a broad rally across…↗
Lando — @investingluc $IREN way better at current value…↗
May 27
mon — $IREN +10.17%.
MSFT -> NVDA -> DELL -> Next Anthropic?
The Leopold connection:
- Leopold Aschenbrenner's Situational Awareness LP increased its IREN position.
- His fiancée Avi…↗
May 27
Black Panther Capital — > Short-term portfolio: +200% YTD.
> Long-term portfolio: +75% YTD.
+1K new followers since yesterday.
We just hit 25K followers. Amazing!
This 2-minute post will save you from…↗
Daniel Koss — It feels like I'm the most hated guy on X today.
So many people calling me a pumper, grifter, idiot, etc.
The reason is that I had a 70% position in $FCEL, published a lot of ver…↗
May 27
Antonio Costa — $IREN is making a new 6-month high. Setting up to test all time highs imho https://t.co/LbRSUUr7Db↗
May 27
SpotGamma — $IREN halfway through the negative gamma pocket...it has support at $60 thru to Friday night. https://t.co/hUlCDzT6Hq↗
May 27
Lando — If there was a time to announce a deal for $IREN it’s now.
We’d see $100+ https://t.co/M7L2XeVIic↗
May 27
Shay Boloor — $IREN just broke above $65 after raising its ARR guide from $3.7B to $4.4B.
The move follows a $1.6B $DELL agreement for air-cooled Blackwell AI systems at its Texas centers. http…↗
May 27
mon — $IREN B.Riley raises Price Target to $88 from $83.
Yesterday, the company reached a $1.6 billion agreement with Dell for air-cooled Blackwell systems to service its AI cloud cont…↗
May 27
Black Panther Capital — ⚡️JUST IN:
Riley Securities raises their PT from $83 to $88 on $IREN with a ‘Buy’-rating.
-BP
This is not financial advice. https://t.co/zM9YPUjEuN↗
May 27
InvestmentGuru — Solid bullish setup on $IREN and a very creative way to structure upside exposure while managing cost. Definitely worth following @JoshTradeOption account if you like smart option…↗
May 27
The Future Investors — $IREN $DELL IREN signed a $1.6B deal with Dell Technologies for air-cooled Blackwell AI systems to expand its Texas data center capacity and support its previously announced $3.4B…↗
May 27
Dustin — $IREN Up to ~$4.4B in ARR https://t.co/QBzhUBVSPz↗
May 27
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 26
mon — This year’s biggest YTD winners are all “physical” sectors (semiconductors, memory, energy, robotics, space), while software, cybersecurity, and financials are the year’s biggest l…↗
May 26
mon — What a great day today.
- $IREN +5% signed a $1.6B agreement with Dell.
- $OUST +15.31% killed it. Easiest LT hold.
- First insider buy in years $HIMS.
- $SMR +7.19% just getting…↗
May 26
Lando — I was right btw $DELL x $IREN https://t.co/E456eiyem1↗
May 26
Lando — $IREN we got some form of a deal, all eyes on Thursday PM
https://t.co/E456eiyem1↗
May 26
Mike Investing — The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…↗
May 26
Shay Boloor — $IREN signed a $1.6B purchase agreement with $DELL for air-cooled Blackwell systems at its Texas data centers.
The systems support IREN’s 5-year, $3.4B AI cloud contract and could…↗
May 26
Lando — $IREN this is a must read, can’t wait to read it when I get home from work↗
Jason Luongo — These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $O…↗
May 26
Daniel Koss — I've hinted at this many times, often half joking, but I just want to write this down for the record:
It looks very possible that $NBIS and $IREN will partner in the future.
The…↗
mon — @amitisinvesting $IREN is going to outperform all of them.↗
May 25
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
May 25
mon — $IREN institutional ownership hit a new all time high. https://t.co/t6yjYhd1wp↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
May 25
Mike Investing — This year I’ve already called out:
$RKLB at $56 & is now up 148%
$OSS at $7 & is now up 157%
$AMD at $190 & is now up 152%
If you’re looking for the next MASSIVE runner then lo…↗
May 25
Shay Boloor — $IREN CEO said anyone trying to build a 1GW AI factory today likely wouldn't get first compute online until 2030.
With agentic AI token demand projected to rise 24x by 2030, the c…↗
May 25
mon — My favourite stocks/ETF by sector:
- Nuclear: $SMR
- Robotics: $OUST
- Rare Earth: $UAMY
- Copper ETF: $COPX
- Memory ETF: $DRAM
- Health: $HIMS & $IBRX
- AI Infrastructure: $I…↗
May 25
mon — If you want to find the next x10 stocks, listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about.
That's exactly what Leopold Aschenbr…↗
May 24
mon — $IREN is arguably the best infrastructure partner for Anthropic today.
When you really think about it, Anthropic needs a partner that is neutral (not building competing models),…↗
May 24
mon — $IREN is getting added to the Russell 3000 list.
Why is this a big deal?
The Russell 3000 Index tracks the performance of the 3,000 largest publicly traded U.S. companies by mark…↗
May 24
Black Panther Capital — I wrote a letter to my future self today. Sealed it.
Wrote: “Open during the next bad week” on the envelope.
Here’s what it says.
“You hold $IREN, $NBIS, $CIFR, $ONDS, $RKLB, $…↗
May 24
mon — Do you want to know how to find the next $SNDK?
Listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about. Focus on the infrastructure pr…↗
May 24
Black Panther Capital — I’ve gotten several request to do a post on how my portfolio setup is.
New here? All content and analysis are free. 100% transparency on the path to $2M.
So here’s a breakdown:…↗
May 24
Mike Investing — Generational Wealth will be made over these next 6 months…
If you’re looking to do such then you NEED to be invested in these 7 stocks:
1. Rocket Lab ~ $RKLB
2. AST SpaceMobile ~…↗
May 24
Shay Boloor — $IREN gives a look inside the liquid cooling system at its Childress site.
This matters because liquid cooling is what lets AI data centers pack more GPUs into same footprint wit…↗
May 24
AlmaCap — 10k Starship launches per year is what enables $SPCX S-1 goal of 100GW per year of orbital compute deployment from 2028
.
It's worth doing some napkin math on what that's worth, us…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.
So…↗
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
Shay Boloor — Neocloud revenue is forecast to grow at a ~60% CAGR reaching nearly $400B by 2031 across cloud, SaaS and data centers.
The winners will be the companies that control the physical…↗
May 22
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
•…↗
May 22
Shay Boloor — $IREN CEO Dan Roberts just explained why vertical integration is the edge in AI cloud:
• Framed IREN in three layers: physical infrastructure, compute infrastructure & software/op…↗
May 22
Black Panther Capital — Translation of the $IREN post from Dan:
> Buckle up we are coming.
> $NVIDIA really like us.
> We will win this race.
> We are going global.
> 3 layers secured.
>…↗
May 22
mon — $IREN Must-read.
Dan - "IREN has been building Layer 1 for eight years. We are deploying Layer 2 at scale right now. And with Mirantis, we have taken the first deliberate step to…↗
May 22
Serenity — ??? $RDDT is literally lower IQ than $IREN investors?
I didn't do all this research on $AXTI ...
Just for you all to make 380% on it, call it a $MU memory competitor and then a…↗
May 22
Dustin — I may have just found the next 10x stock like $SNDK / $MU and no one has talked about it yet.
Just like I found:
$ONDS at $1
$NBIS at $20
$RKLB at $16
$IREN at $2.80
$KEEL at $1.2…↗
May 22
CK Capital — @DeepValueBagger he prolly sold to buy $IREN↗
May 22
InvestmentGuru — NeoCloud is another strong sector today as AI infrastructure names continue to attract buyers, strong AI demand and growing need for compute power are keeping momentum alive in dat…↗
May 21
Mike Investing — Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now…↗
May 21
IvanaSPEAR — Neo-cloud investors liked the SpaceX S1!
Maybe GPU rentals are not the worst business model?
$APLD +22%
$NBIS +15%
$IREN +10%
$WULF +6%
$CRWV +6%
Great post on the Anthropic/Co…↗
May 21
Black Panther Capital — Can $NBIS $IREN $ASTS $AAOI even go further up?
Positive news. Lets see how market react.
-BP↗
May 21
Serenity — @Lucha_Stocks I was having a lot of debates with the 0 IQ $IREN community last November.
You would have been flat to negative on $IREN. While $NBIS close to tripled in the same ti…↗
May 21
Dustin — $IREN Nvidia partnership, integration of Mirantis and Nostrum, handoff of Horizon 1 to Microsoft, emphasis on Horizon 2-4 tracking to handoff by EoY, Sweetwater potential deal anno…↗
Daniel Koss — My Autopilot portfolio is now up 109%.
$FCEL $NBIS
But if it ever crashes and burns, just know I will blame it on $IREN. https://t.co/PfUowMU7Lv↗
May 21
Daniel Koss — @ParadisLabs Dude come on, very unfair take...
It's a bit like sexual preferences. Some people, typically $NBIS investors, like high returns. Other people, you might call them $IR…↗
May 21
Antonio Costa — $IREN Out of the flag https://t.co/km7gOAesjr↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Shay Boloor — $IREN CEO said company has spent eight years assembling the inputs for AI infrastructure, including 5GW of secured power & land across three continents.
He believes neocloud g…↗
May 21
mon — When $IREN CEO said you don't need a sales team in this market when you've got Nvidia, that comment came right after IREN's partnership with Nvidia, and it deserves more attention…↗
May 21
Antonio Costa — $IREN Bull Flag Breakout Sets Up a New Rally https://t.co/vpB1YzHCYS↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 21
Dustin — $IREN I get the dilution concerns, but I think people are missing the bigger picture here. IREN isn’t raising billions because they’re broke — they’re raising billions because they…↗
May 21
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Iren ~ $IREN
2. Oklo Inc ~ $OKLO
3. Rocket Lab ~ $RKLB
4. ServiceNow ~ $NOW
5.…↗
May 20
Shay Boloor — $NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old.
That makes contracted capacity at $CRWV, $N…↗
May 20
Wayne Liang — Institutions are focused on $SPCX. Retail should be focused on the proxies surrounding it.
You aren't going to get a good entry on $SPCX but you can absolutely print money using i…↗
May 20
Black Panther Capital — Just got off the phone with my grandmother. She’s 87.
Explained the $IREN thesis to her and AI.
Even she could connect the dots.
If you can’t….. well… I’m so sorry.
-BP
Please…↗
May 20
Jason Luongo — 2. $IREN - IREN
Q1 revenue $240M, up 355% YoY. Signed a $9.7B five-year AI cloud contract with Microsoft worth $1.94B in annual recurring revenue. Expanding GPU fleet to 140,000 b…↗
CK Capital — In the last 6 months $SPY is up 12.44%.
In the last 6 months $IREN is up 9.82%.
You would have made more money in a passive index fund than holding this company. And that is befo…↗
May 20
Shay Boloor — The $GOOGL & $BX neocloud news validates how tight AI compute supply still is with the new platform reportedly targeting 500MW by 2027.
If Google is contributing TPUs, software &…↗
May 20
InvestmentGuru — AI infrastructure
$NBIS
$IREN
$CIFR
$CRWV
$WYFI
$HIVE
$KEEL
$DGXX
$SLNH
$BTDR
AI infrastructure is starting to look like a multi-layered trade, not just a single “AI chip” stor…↗
May 20
mon — $IREN Must-read.
The integrated AI factory model that IREN, Dell, and NVIDIA are building together will become the center of the industry.
Note that the current moat is power, la…↗
May 20
Black Panther Capital — 🇪🇺 🇺🇸 Mornings’ EU. While US sleeps, then let me remind you of this:
I was at a investor meetup in the city last month. Twenty people in a room. Drinks. Pitches.
Every name d…↗
May 20
Black Panther Capital — @pepemoonboy @JasonL_Capital Agree here @pepemoonboy I also own both. Same % allocation in port. Or $IREN is 12% now and $NBIS 18% after its run. $IREN will easily become the bigge…↗
May 20
Dustin — $IREN The market is just starting to realize this isn’t just a Bitcoin mining company anymore. They’re now tied directly into the AI buildout through NVIDIA, Dell, and Microsoft. I…↗
May 19
Jason Luongo — @pepemoonboy If you believe Leopold that electricity is the biggest bottleneck, $IREN has the largest grid connected portfolio of assets. 5gw
And they are guiding 3.7b arr by year…↗
May 19
Antonio Costa — $IREN The rising 100-period EMA held perfectly as support during today’s selloff. The stock closed with a bullish hammer candlestick while volume continued to dry up. https://t.co/…↗
May 19
Shay Boloor — You can find the full $IREN deep dive here:
https://t.co/T7JKP9MIMs↗
May 19
Shay Boloor — @FuturumEquities $IREN still has to build, finance and execute and the dilution concern is real but AI demand is moving faster than the normal data center build cycle which makes p…↗
May 19
Shay Boloor — I still own $IREN because I think the market is underestimating both the $NVDA alignment and how hard its power footprint is to replicate.
If the company can turn ~5 GW of secured…↗
May 19
Black Panther Capital — I just shipped the new Blackbox Market Health.
Since yesterday I’ve been building a Market Health that tries to give a more complete picture than traditional breadth indicators.…↗
Antonio Costa — $NBIS back over $200 Wow !! What a bounce !! Next $IREN ?↗
May 19
mon — My top 3 stocks for 2026 YTD:
$IREN +14%
$HIMS -33%
$ONDS -16%
7.5 Months to go.
I believe all three are a at a great price right now.↗
May 19
Black Panther Capital — Here’s probably why Leopold has $IREN in his portfolio and not $NBIS:
Substation transformer lead times in 2026: more than 160 weeks.
That’s OVER THREE YEARS to power a single ne…↗
May 19
mon — "data center builders do not care about sustainability; they just want power at any expense, reliable power. They say they will think about sustainability later."
The demand is no…↗
May 19
Midas — THE STOCK MARKET CRASH HAS BEGUN.
$IREN down 7%
$CRWV down 8%
$NBIS down 7%
This is why you don’t invest in high beta stocks in a bear market.
Few understand why it’s happenin…↗
May 19
Serenity — @IggyPacoRico1 I see no reason to long $IREN today when upside is structurally capped with excessive and toxic dilution structures.
$AAOI would have returned 300%+ in the same per…↗
May 19
Serenity — @ryansfinance Think you’re forgetting $NBIS went from $90 -> $235 -> $180.
$AEHR went from $25 -> $110 -> $77
While $IREN went from $45 -> $70 -> $45↗
May 19
Serenity — $IREN back down -34% from $70 to $46.
I wonder if one of the dumbest communities on X finally learned to read?
$NBIS is objectively the better Neocloud, with actual financing.
-…↗
May 19
Antonio Costa — $IREN The rising EMA100 has been a good support. Stock has been pulling back on low volume when compared with the green days. https://t.co/MpRW3u8Mkr↗
May 19
Antonio Costa — $IREN At extreme oversold levels. Market is selling off the most valuable names for the coming months... https://t.co/IZ7pICCyai↗
May 19
Antonio Costa — It sounds like another gap down…… but a potential green close today $NBIS $IREN anyone ?↗
May 19
Midas — THE GREATEST TRADER ALIVE OWNS $IREN
Leopold Aschenbrenner is the 2nd largest shareholder of $IREN https://t.co/IQnLMKEGML↗
Dustin — $IREN The Mirantis acquisition does not conflict with bare metal hyperscaler tenants. I don't believe the entirety of IREN's power portfolio will now all of a sudden be full stack…↗
May 19
Shay Boloor — $IREN CEO Dan Roberts says the company is partnering with $NVDA and $DELL to build an AI compute ecosystem from land, steel and power all the way to the end customer. https://t.co/…↗
May 19
InvestmentGuru — $IREN
this looks good buying opportunity for long term.↗
May 18
mon — $NVDA + $IREN + $DELL = 🚀
Great things are coming.
It's only a matter of time.↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Jason Luongo — I generate thousands of dollars each week buying and selling options
Here's the entire framework:
➡️ Hold a base portfolio of high conviction names -
$NVDA $AMZN $NBIS $IREN $RKL…↗
May 18
Dillon Valdez — @pepe_maltese The useful test is whether $IREN can turn the barbell into economics: anchor contracts de-risk the build, retained capacity captures upside, and software decides whet…↗
May 18
Black Panther Capital — a friend told me he sold everything today because he was “too stressed watching the market every day.”
i asked what he will do with the cash.
he said he was going to put it back…↗
May 18
Antonio Costa — $IREN in extreme oversold levels on hourly time-frame. Watch for a potential big reversal here. https://t.co/oA7gjfy0aE↗
Antonio Costa — $IREN Bounce into the close ? https://t.co/BfjEVV1S7B↗
May 18
CK Capital — @Ryanwatuzzu @ViralMuzik1989 $IREN down 7% as we speak btw↗
May 18
CK Capital — Data center stocks just hit The Rug.
$NBIS down 7%
$IREN down 5%
$CRWV down 5%
$CIFR down 6%
Buying opportunities.↗
May 18
Michael | Hypermarkets — 🔵 BOUGHT MORE (doubling down on physical AI infrastructure)
$SNDK NAND storage is the new bottleneck
$CRWV GPU cloud, 8GW target by 2030
$APLD HPC data centers, $7.5B lease sig…↗
May 18
InvestmentGuru — Neocloud / AI Hosting
$CRWV (CoreWeave) — 18.2%, held via calls. Added +672% in Q4 alone.
$CORZ (Core Scientific) — 9.8%. Added +42%.
$IREN — 7.7%. Added +21%.
$APLD (Applied…↗
May 18
Shay Boloor — $IREN acquired Awaken to bring brand and marketing in-house as it scales its AI Cloud business globally.
Awaken founder Chris Parker will lead brand strategy with senior team mem…↗
May 18
mon — Leopold’s Situational Awareness 13F is out.
TLDR:
> Added to $IREN.
> But still no $NBIS position. https://t.co/KYJA6HynNf↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
mon — $IREN Acquires Awaken to Support Global Brand Growth.
Daniel Roberts, Co-Founder and Co-CEO of IREN, commented: “As we expand across new geographies and customer segments, brand a…↗
May 18
InvestmentGuru — $NBIS $IREN $CIFR $CRWV $KEEL $SLNG $DGXX $BTDR
NeoCloud / AI infrastructure could be the next massive sector to concentrate on. Everyone talks about AI software, but the real bot…↗
May 18
Black Panther Capital — 🚨Leopolds 13F is out now:
It’s obvious that data centers, AI and energy is still the theme here.
With AI Datacenters as the core theme:
He added to $IREN $KEEL $CLSK $APLD $CRW…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet:
The AI bottleneck isn’t software anymore.
It’s Power + Compute + Infrastructure.
Top holdings…↗
May 18
Dustin — $IREN The 13F filings show:
Defiance ETFs: new 12.6M shares
BlackRock: up 605% to 4.46M shares
State Street: up 344% to 2.61M shares
BNY Mellon: up 1,058% to 243K shares…↗
May 18
Shay Boloor — $IREN takes over The Sphere in Las Vegas for $DELL World. https://t.co/8BPhFeB3y4↗
May 18
Serenity — $POET and $IREN literally both won the Fake it Until you make it award.
-> Grey area endless marketing of crap through influencers.
-> Diluted retail enough to hoard tons of cas…↗
Wayne Liang — $DGXX and $SLNH (recent trades) are still asymmetric relative to where their comps are valued.
E.g. $SLNH at ~$300M MC vs. $TLN at $15B or $CEG at $97B (renewable AI power thesis)…↗
May 17
Black Panther Capital — A bit of FUD on $PENG today from @aleabitoreddit.
The FUD-campaign from @aleabitoreddit on $IREN haven’t been a success so far.
Food for thought.
-BP
Not financial advice.↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 17
Shay Boloor — I plan on doing the following videos next week:
1. Why I still own $IREN in my growth portfolio despite the dilution and what the market may be missing.
2. My 5 favorite ways to…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 17
Shay Boloor — What $10K became in three years:
• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $…↗
May 17
Black Panther Capital — My wife asked me if I had any pictures of hot girls on my Phone last night.
Admittedly yes I confessed…
And showed her the new pictures of the Queen $IREN. https://t.co/5nBiMA2UL…↗
May 16
Mike Investing — If your looking to make generational wealth in 2026, then buy & hold these 8 names…
1. ServiceNow ~ $NOW
2. Nebius ~ $NBIS
3. Iren ~ $IREN
4. Rocket Lab ~ $RKLB
5. AST SpaceMobile…↗
May 16
The Future Investors — You have $100,000 to invest 💰
Two AI infrastructure players are on the table — but you can only choose one for the next 5 years: $NBIS or $IREN
Which do you pick, and why? 🤔👇…↗
May 16
Black Panther Capital — 6/6. If you want to understand how this man thinks the playbook isn’t what he owns.
It’s WHERE THE BOTTLENECK MOVED.
I hold $IREN and $CIFR. Both appear in his book. That’s not a…↗
May 16
Black Panther Capital — 4/6. What I think he trimmed:
$BE — up 191% YTD. He’s disciplined about not holding consensus positions. partial trim is probable.
$SNDK — up 816% 1Y. Some profit-taking after th…↗
May 16
mon — $IREN is the only company that checks every box NVIDIA needs for a flagship "AI factory" partner. So NVIDIA is quietly making IREN its chosen partner, and IREN stock could go way u…↗
mon — $IREN & $NBIS deal with $NVDA
IREN deal: NVIDIA is the customer paying IREN $3.4B over 5 years ($680M/yr) for managed GPU cloud services on 60MW Blackwell systems ($11.3M/MW/yr r…↗
May 15
Daave “3 and 30” Tepper — listen to @benthompson and @andrewsharp discuss the inference demand of agentic workflows
If you don’t see how nebius $nbis is 3 steps ahead of competitors - and 180 degrees diff…↗
May 15
CK Capital — Been waiting all day for the Leopold 13f.
Is this how $IREN holders feel waiting for a deal that is never gonna happen? https://t.co/u6xr9U822D↗
Antonio Costa — 🚨 Very Bullish signal for $IREN
They just upsized their convertible notes offering and fully exercised the greenshoe bringing the total to $3 BILLION.
Upsizing + full greenshoe…↗
May 15
Dustin — $IREN My brother doesn’t just dislike IREN…
He’s in a full-blown situationship with hating it.
What the hell just happened🤔 https://t.co/tlGGvExYut↗
May 15
Serenity — Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing.
Just look at $AMZN or $GOOGL over the past 15 years.
If people "tr…↗
May 15
mon — $IREN - First $20 million and now $50 million.
Yes, a deal is coming.
It's only a matter of time.↗
May 15
Dustin — $IREN An extreme show of confidence by the board to say the least
But that’s if they can grow the company and shares don’t dilute.↗
May 15
Mike Investing — If you missed $INTC at $32.
Missed $SNDK at $183.
Or even Missed $RKLB at $37.
Then buy these 4 stocks, & thank me later:
1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $…↗
InvestmentGuru — $NBIS $CIFR $IREN $CRWV $VIVO $SLNH $KEEL
NeoCloud has quietly become one of the strongest sectors in the market over the last 2 days. The amount of bullish call flow printed tod…↗
May 14
mon — $IREN closes $3 billion convertible notes offering.
The deal terms:
> IREN pays just 1% interest per year (super cheap loan).
> The loan must be paid back by 2033.
> Investors…↗
May 14
Black Panther Capital — $ONDS is up 31% today. Here’s my next bet trading at a discount right now:
Most people on X missed $ONDS today.
Not because they didn’t know about it.
Because they SOLD it.
I w…↗
May 14
Black Panther Capital — 🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS.
And they’re about to be wrong again.
Morgan Stanley just raised their S&P 500 target to 8,300.
Year-end 2026 ta…↗
mon — $IREN - "I believe IREN will deliver. I believe the deals will be real, and they'll be spectacular. Extremely excited for the next few quarters."
Only a matter of time.
Great rea…↗
May 14
Dustin — $IREN: If the market fully understood what just happened today, we would be trading at $100.↗
Antonio Costa — $POET $IREN Bullish options flow https://t.co/uumGpvQ0Vq↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 14
mon — $IREN, $NBIS, $CRWV, $CIFR
It is estimated that roughly 30% to 50% of data center projects planned for 2026 in the United States are facing cancellation or significant delays.
A…↗
May 14
Black Panther Capital — $NVDA x US x China agreement.
My thesis is; this is probably in exchange for Iran peace.
If I expect market to fly, and my strategy will be to take some profit, before a dip.
Le…↗
May 14
mon — My favourite stocks for:
Long-term - $IREN, $HIMS, $ASTS & $KRKNF.
Mid/Long-Term - $NRGV, $OUST, $SATL & $VELO.↗
May 14
Dustin — $IREN BlackRock, Inc. reports 604.94% increase in ownership of IREN / IREN Limited
On May 13, 2026 - BlackRock, Inc. filed a 13F-HR form disclosing ownership of 4,457,120 shares of…↗
May 14
Dustin — $IREN big institutions are loading it at 70 and with conversion and everything they will not make money until 73.07 per share and what does retail do , just give it to those big in…↗
May 14
TheValueist — $NVDA $NOK $LITE $COHR The current holdings of J. Huang Capital Management. You might think it is sophomoric, but you could simply buy these, hold them for the next 3 years, and do…↗
May 13
Black Panther Capital — 🤯WOW!
I actually think this might be my best day across both my portfolios.
Long-term: 10%
$NBIS $AAOI $OUST $CIFR $RKLB $IREN $PNG.V $ONDS
Short-term: 20%
$PENG $SIVE
Here’s…↗
May 13
Antonio Costa — $IREN $105 Calls for Oct16 https://t.co/pTQYc3yDTE↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch intrator scared
https://t.co/S6iMOxce3Q
there will be ai infra casualties
$crwv and $iren will be among them↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch dude, based on what? nebius has more contracted power and owns 75% of theirs. coreweave leases it all.
built different
$nbis is 0% net debt / market cap
$crwv is…↗
May 13
Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by netwo…↗
May 13
Black Panther Capital — PORTFOLIO UPDATE
If you followed me this year, your short-term portfolio is up 125%.
Your long-term book is up 55%.
I don’t use options, calls, leap, short e.g.
The $SPX has sp…↗
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
May 13
Black Panther Capital — @philipp317 Yeah. And $CIFR. Im well diversified into this sector. We are still in the innings. And some will also fail on deadlines and projects.
But my top 3 is $NBIS $IREN $CIF…↗
May 13
Black Panther Capital — Prediction: $IREN will announce a HUGE deal soon. Jump 30% and continue towards +$100 soon.
Save this.
-BP
Reminder: This is not financial advice. https://t.co/qzxmGoQm1I↗
May 13
Antonio Costa — $NBIS $IREN fresh highs in pre-market 😃↗
May 13
Jason Luongo — 4. $IREN - IREN
Q1 revenue $240.3M, up 355% year over year. Went from a $51.7M loss to $384.6M in net income. Signed a $9.7B multi-year AI cloud contract with Microsoft expected t…↗
May 13
CK Capital — I tried to tell y’all.
$NBIS clears $IREN https://t.co/PpPZDll5G7↗
May 13
Daave “3 and 30” Tepper — nebius great quarter
If you think $nbis is remotely similar to $crwv $iren https://t.co/lMWTatNpWW lambda or any other trashco neoclouds, watch this interview
Different level↗
May 13
mon — $IREN this.
I believe the stock is incredibly undervalued at current price. I am very surprised by the market reaction to the latest earnings.
> 5GW secured power.
> Expan…↗
May 13
mon — Here’s a complete list of all stocks that I've added to my long-term portfolio:
1. $HIMS - Added in 2023, one of my earliest long-term holdings. I've traded it few times after it…↗
May 13
Daniel Koss — $IREN shares good news before earnings, pumps to the moon and then horrible results.
Now $NBIS shares 2 good news before earnings...
oh oh, the narrative is dramatic.
A lot of pe…↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
mon — I wouldn’t be surprised if Leopold Aschenbrenner has made $IREN one of his biggest positions.↗
May 12
mon — Stocks don’t move in straight lines and the market is proving that today.
Memory Stocks:
$SNDK -9.54%, $MU -8.21%, $DRAM -10.60%
AI Data Centers:
$NBIS & $WULF -4%, $CIFR -3…↗
May 12
Black Panther Capital — Let me remind you of this today:
There’s no bubble.
Stop whining and being a 🐱.
We are going higher when retail 🐱 is out.
$IREN is a $200 stock.
$NBIS is a $400 stock.
$CIFR is…↗
May 12
Dustin — $IREN
1. Demand was strong
They increased the offering from: $2.0B → $2.6B
That usually means institutional investors wanted more exposure.
2. Extremely low interest rate
The not…↗
May 12
Black Panther Capital — Higher, higher, HIGHER! 😎
Let’s go bulls!
Sadle up $IREN $NBIS $AAOI $PENG $OUST $RKLB.
-BP
Not financial advice.↗
May 12
mon — $IREN being named the flagship deployment for NVIDIA's DSX architecture at the 2GW Sweetwater campus is a massive deal.
This validates IREN's vertically integrated approach acros…↗
May 11
Serenity — I'm not sure why people like putting words in my mouth with $IREN. I've never said that.
What I've said was excessive ATM's cap structural upside on rallies because shares get sol…↗
May 11
Serenity — As I said before $IREN is basically dogsht compared to $NBIS.
$NVDA didn’t give $IREN funding yet.
So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity th…↗
May 11
mon — What a day...
- $IREN went from -14% to green to -8% now.
- Incredible recovery mid day.
- Market dumped towards the end of the day.
- $NBIS +5%, $CIFR & $WILF -1%.
- $SATL +15…↗
May 11
mon — $IREN GOES GREEN. 🟢
Absolutely incredible recovery.
From -14% to +0.049%. https://t.co/OjwA3Abwxs↗
May 11
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
May 11
mon — $IREN now -2.82%. 👀 https://t.co/bJqrDbhN7s↗
May 11
mon — $IREN This offering is expected.
This is what they’re going to do a few times a year, and the same applies across the entire industry, until the flywheel is fully running.
It’s a…↗
May 11
Dustin — $IREN Well, i was right in expecting a convertible note with capped calls offering. Mkt overreacting to downside as usual to converts, so i picked up a good amt of IRE in 29's, 2…↗
May 11
Serenity — @LMutaaya People were saying "WERE YOU KIDDING" when I posted I was bearish on $IREN at $71.
$NVDA isn't giving them any funding, so they need to raise elsewhere to buy GPUs for t…↗
May 11
Daniel Koss — 🧐
Is the market going risk-off and rotating into quality?
$NBIS $IREN https://t.co/xoEQh8EdLi↗
May 11
CK Capital — The great rotation has started.
$IREN to $NBIS
I feel for $IREN holders but tried to tell y’all and many didn’t care to listen.
Glad for the ones who swapped their $IREN for $N…↗
May 11
mon — $IREN -9% PM. 🔴
Announces a $2 billion offering of convertible senior notes due 2033, plus an option for an additional $300 million. Proceeds will fund capped calls to reduce pot…↗
May 11
Black Panther Capital — How it feels being a $IREN shareholder… https://t.co/EoIChIFQru↗
CK Capital — $IREN announced its plan to offer $2 billion of convertible senior notes due 2033.
$IREN holders have had a rough couple days. https://t.co/hRtiUJHM74↗
May 11
Shay Boloor — $IREN announced plans to offer $2B of convertible senior notes due 2033 with an option for another $300M.
The capital will help fund AI infrastructure expansion. https://t.co/D51G…↗
May 11
CK Capital — Oh. My.
Not good.
$IREN https://t.co/NI2sPnV6QW↗
May 11
mon — $IREN hit $72.61 after earnings.
> Now stock price is at $60.61
> Short interest at 20%
> Most Analysts/TA are bullish
> Secured a deal with NVDA
> Acquired a softw…↗
May 11
Dustin — $IREN IREN brings the scale and infrastructure expertise to help accelerate the buildout of next-generation AI infrastructure globally. Together, we are building for the age of AI.…↗
May 11
Dustin — $IREN assuming they tapped into ATM (super high volume, low price movement) thats actually bullish.
Tutes can see the dilution behind the tape, if they were willing to buy in ba…↗
May 11
CK Capital — $IREN is now cheaper than it was before the $NVDA deal was announced.
Wow. https://t.co/Pujlnwdoz8↗
May 10
BULL OF BRITAIN — $DGXX just signed $1.1B with $CBRS for 10% of its power pipeline. Market cap is $475M.
The math doesn't add up.
> $1.1B base contract, $2.5B with renewals (10yr term)
> 40MW Cere…↗
May 10
Black Panther Capital — I did the calculation last week.
Not the sexy version. The boring version.
What does patience actually cost? What does it return?
The typical retail investor makes 3-4 moves per…↗
May 10
Shay Boloor — Last week was one of the wildest portfolio weeks since I started sharing it publicly with six holdings posting 30%+ weekly moves:
• $OSS +61%
• $DOCN +60%
• $SITM +46%
• $RKLB +3…↗
May 10
KaizenInvestor — I have some new followers asking about my porftolio. I always give a monthly update on my portfolio but as I had the question a lot last week, I share it again.
I have 15% cash b…↗
May 10
Black Panther Capital — Most investors LIKE to think they have rules.
Very few actually have.
What most investors have is a 'mental note.' But very few have rules, that they actually follow when market…↗
May 10
Shay Boloor — $NVDA has committed more than $40B to equity investments this year alone:
• OpenAI $30B
• $GLW ~$3.2B
• $IREN ~$2.1B
• $MRVL ~$2B
• $LITE ~$2B
• $COHR ~$2B
• $CRWV ~$2B
• $NBIS ~$…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
Mike Investing — The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU…↗
May 9
Black Panther Capital — My wife's dad from UK is here during the weekend.
He asked me at dinner tonight what I invest in.
I listed them. All nine.
$IREN. $NBIS. $CIFR. $ONDS. $RKLB. $AAOI. $AMPX. $PNG.…↗
May 9
Black Panther Capital — I’ll only say this once:
The next 1 to 4 years will determine whether you build generational wealth or spend the rest of your life watching other people live the life you could ha…↗
May 9
InvestmentGuru — 10 long term bets
$CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wins with hyperscalers. Underowned, undervalued.
$MRVL — Marvell…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Michael | Hypermarkets — NEXT WEEK,
24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are:
Here's every stock Leopold Aschenbrenner owns right now:
1/ $BE Bl…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
mon — @TheBigBerbowski Thanks bro.
It was $IREN. My largest position.↗
May 8
mon — @Ti1K0 I sold it to buy more $IREN.
I was betting on the earnings.😅↗
May 8
Wayne Liang — @BizTechia As long as demand & executions stay on track, absolutely. $IREN will be much further ahead by then.↗
May 8
mon — Great day overall.
> $IREN ended the day +7.65%. +100M volume. 🔥
> While $CRWV -11%. $NBIS -4%. $WULF -2%.
> Trump just said - "Go out and buy a $DELL ". 🧐
> $RKLB +34% Congrats…↗
May 8
Wayne Liang — Solid close today to end a beautiful week. Congratulations to everyone who followed my thesis on $DGXX, $IREN, and $SLNH.
Now let’s see if the Space sector momentum carries into n…↗
Serenity — @UpsideExit You try to help them but it’s hard to when they have about the same IQ as $IREN investors https://t.co/DX576R4KNz↗
May 8
Dustin — $IREN 71M trading volume, heavy selling pressure, and not even to the afternoon volume spike at 3pm ET. none of the other neclouds are even remotely close to this today.
the lik…↗
May 8
Serenity — @EhrmantrautCap_ I was talking about $SNDK as a joke.
$IREN is a true meme stock.↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
Wayne Liang — The more I dive into Neocloud, the more bullish I get... coming from someone who was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Goldman Sachs estimates AI infrastructure…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 8
Jason Luongo — @TheStockUp_ $IREN is a large position for me↗
May 8
mon — $IREN Price Targets:
> Compass Point reiterates Buy, maintains PT at $105
> H.C. Wainwright maintains Buy, raises PT to $85
> Bernstein reiterates Outperform, maintains…↗
mon — According to Grok, the 5 stocks with realistic 10X upside in the next year:
1. $JOBY - eVTOL air taxis nearing certification/commercial launch.
2. $CRSP - CRISPR gene-editing the…↗
May 8
Black Panther Capital — @YoYInvestor Great neutral post mate 👊 From a $NBIS and $IREN investor.↗
May 8
Daniel Koss — $IREN thoughts:
Long-term view: bullish, but execution risk remains very high.
Disclaimer: I am neither long nor short IREN.
Would I take a position in IREN here? No. While the…↗
May 8
Dustin — $IREN People don’t understand this new NVIDIA partnership, there are THREE parts:
Services: IREN sells Nvidia $3.4B of GPU cloud capacity over 5 years.
Investment: Nvidia get…↗
May 8
Mike Investing — Rotation within the markets is silently happening…
Money is flowing from Semis, Memory, & Photonics into:
AI infrastructure ~ $IREN, $CRWV, $NBIS
Rare earths ~ $USAR, $MP, $UUUU…↗
May 8
Jason Luongo — @WheelieInvestor @ZeekTyt My man @jiahanjimliu explains it perfectly.
“Takeaway 3 - Nvidia Option to Invest Instead of Immediate Investment
Market sees this the reason to sell $I…↗
May 8
InvestmentGuru — NEOCLOUD EARNINGS
$CRWV — Revenue $2.08B ✅ (beat), backlog hits $99.4B 🔥, crossed 1 GW active power. But Q2 guide midpoint missed street → stock -10% AH. Priced for perfection p…↗
May 8
mon — $IREN A lot of the bearish commentary focuses on this being “too good” for Nvidia. Yes, it is a very good deal for Nvidia. But that does not make it a bad deal for IREN.
There is…↗
May 8
Wayne Liang — @TheMarketJarl $3.4B is $NVDA purchasing cloud services from $IREN, not a direct investment. The potential $2.1B investment is a separate thing via the 5-year share purchase right.…↗
May 8
CK Capital — For my TA guys.
What’s this pattern called? $IREN https://t.co/AERP2QymxH↗
May 8
Wayne Liang — So $NVDA just signed a $3.4B contract with $IREN. As part of the partnership, $IREN gave $NVDA a 5-year right to purchase up to 30 million $IREN shares at $70 per share (potential…↗
amit — @Couch_Investor That’s why it seems more bullish than not.
$IREN needs to execute to get the $NVDA investment but if they do, $NVDA gets an asset worth much more than $70.
Differ…↗
May 7
Shay Boloor — @cvpayne Appreciate it Charles! 2026 could be very exciting for $IREN after the recent Mirantis acquisition and now the $NVDA 5 GW partnership brings a ton of momentum for them bec…↗
May 7
amit — @joshrbob probably, that is always the bear case for these neocloud but $IREN has diluted more↗
May 7
KaizenInvestor — For those wondering: I sold my $TMDX shares today. I used the cash to add to my $FLNC position, so my cash position pretty much remains the same: ~15%.
I listened to the $AMPX ea…↗
May 7
amit — $IREN $NVDA
IREN PARTNERS WITH NVIDIA.
Iren signed a $3.4B, 5-year AI Cloud contract with Nvidia entering into a 5GW strategic partnership.
I am not a huge $IREN investor, but…↗
May 7
CK Capital — ATM TAP LOADING…
PEOPLE SELLING THE NEWS.
BACK TO $30???? $IREN↗
May 7
Shay Boloor — @PolymarketMoney $IREN just got the highly coveted $NVDA stamp of approval↗
May 7
Serenity — @nasdaq90 $AAOI is up 451% in the past 6 months while $IREN is up a solid 6%.↗
May 7
Black Panther Capital — Don’t say I didn’t warn you.
A lot of great profiles on X, shared the potential in $IREN.
A lot of $NBIS and $IREN noise were made.
A lot of people missed out on $IREN lately du…↗
May 7
Serenity — @bennybigbull They have the **right to** buy 30m shares.
$NVDA hasn't invested anything.
They just got a risk-free option purchase agreement for allowing $IREN to use their brand…↗
May 7
Serenity — $NVDA hasn't invested anything. They got a completely risk-free purchase agreement without committing anything.
This is different than a convertible note where they would loan $IR…↗
May 7
The AI Investor — Congrats $IREN shareholders
IREN issued to NVIDIA a five-year right to purchase up to 30 million shares of ordinary stock at an exercise price of $70 per share, resulting in a rig…↗
May 7
Shay Boloor — @RetailKingsETF The 5 GW commitment puts $IREN in the same operational tier as $NBIS & $CRWV now↗
May 7
Shay Boloor — $IREN recent Mirantis acquisition and $NVDA 5 GW partnership do not feel like a coincidence.
Mirantis adds the software layer around Kubernetes orchestration while Nvidia validate…↗
May 7
Serenity — @OrkunEC Nvidia basically got a completely risk-free share purchase note for $IREN and hasn't invested at all.
This wasn't even a convertible note, where they gave $IREN any mone…↗
May 7
Serenity — @CookerFlips In a sense. The main bull case for $IREN was their software acquisition with Mirantis recently if you want to look past the fluff.
Still wouldn't want to be the one…↗
Serenity — I still am bearish on $IREN.
Algorithms/retail probably read $NVDA + $IREN partnership and bought it up.
However, if you look at the realtity, it's just looks like brand agreeme…↗
May 7
The Future Investors — $IREN $NVDA NVIDIA and IREN announced a strategic partnership to deploy up to 5GW of AI infrastructure globally ⚡🤖
NVIDIA also received rights to invest up to $2.1B in IREN. http…↗
May 7
mon — 🚨: $IREN expands AI Cloud Platform to Europe with acquisition of Nostrum Group.
> The acquisition marks IREN's entry into the European market.
> Increases its power portfolio t…↗
May 7
TheValueist — $IREN $NVDA HPC/neoclouds bid by the big boy. Yes, I closed out my IREN long some time ago 🤷♂️ Still was an excellent trade in the plus column. https://t.co/8R8jU6Siw5↗
May 7
Chris — Dealer Edge Target of $70 Acquired $IREN https://t.co/f08vBmnFQ6↗
May 7
Shay Boloor — @VanquishTrader Incredible day to be an $IREN shareholder.↗
mon — $IREN X $NVDA As part of the partnership:
> NVIDIA and IREN intend to support deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN’s global data cen…↗
May 7
Shay Boloor — $IREN is up nearly 30% after announcing a partnership with $NVDA to support up to 5 GW of DSX-aligned AI infrastructure.
Nvidia also received a five-year right to buy up to 30M IR…↗
May 7
BMSInvests — $IREN pumping AH.
The $NVDA effect. https://t.co/FZdddC5PiX↗
Black Panther Capital — Y’all $IREN bears.
I’ll be laughing myself to sleep this night.
-BP↗
May 7
mon — $IREN X $NVDA announced a strategic partnership to deploy up to 5 GW of AI infrastructure across IREN’s global data center pipeline.
NVIDIA also gets the right to invest up to $2…↗
May 7
CK Capital — I have no words…
$IREN holders you can rip me apart in the comments.
Go for it. https://t.co/5tvRLpddhI↗
May 7
Shay Boloor — $IREN & $NVDA ANNOUNCE STRATEGIC PARTNERSHIP TO ACCELERATE UP TO 5 GW OF AI INFRASTRUCTURE. https://t.co/Ei3aLbtgJ8↗
Black Panther Capital — Today’s dip got to me…
Portfolio got wrecked today!
I freaked out, hit the panic-mode:
$AMPX down -27%. $OUST down -17%
$AAOI down -14%. $IREN down -8%
$NBIS down -6%.
Almost c…↗
May 7
mon — > Hanta Virus
> Iran has rejected the US peace deal
What a disaster.
$HIMS -5%
$NUAI -6%
$IREN -7%
$SATL -8%
$BE -9%
$IBRX -10%
$VELO -11%
$UAMY -12%
$MRLN -13%
$AAOI -14%…↗
May 7
Black Panther Capital — Colleague at lunch today going on about how he finally bought $NVDA .
Said it like he discovered fire.
I nodded. Asked how it was going. He said he was up a bit, felt good about…↗
May 7
Shay Boloor — @VestExchange I cannot wait for $IREN earning today↗
May 7
Dustin — $IREN my prediction for ER - revenue light but progress heavy quarter
- clarity on the state of Horizon 1-4 deployment for Microsoft and when we can start to book revenue. My gu…↗
May 7
Wayne Liang — Neocloud sector pulling back today (so far)... nothing unexpected and completely reasonable.
The entire sector has had a massive run over the past two weeks. Good to let it breath…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
SandemanStocks — I wish $IREN and $CRWV all the best today. Don’t want them bringing down my $NBIS with them. BUT, if that happens, I’ll just roll my 240 calls to something higher.
I see $NBIS…↗
May 7
Dustin — $IREN Dan is releasing earnings on his birthday. Enough said😆↗
May 7
mon — Last quarter $IREN had no major pre-earnings news and used the earnings to release the Oklahoma site.
This quarter, they've dropped three major announcements close to earnings:
>…↗
May 7
Dustin — $IREN If Dan announces a multi-billion dollar contract with hyperscaler or sovereign entity in next 1-2 wks, i fully expect Three White Soldiers on the weeklies and for ATH of $7…↗
May 7
The AI Investor — My portfolio just hit a new all-time high today.
YTD: +49.32%
1Y: +191.96%
The craziest part? Just over a month ago, it was still red YTD. While the YTD return is not as high as…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
Dustin — $IREN I mean it's not out of the question. this time last year, i think literally no one would have guessed iren would peak at $76 after signing a $10B deal with msft. i view it as…↗
May 7
CK Capital — After the huge run up from many of these stocks, $KEEL is still insanely undervalued compared to peers.
$KEEL is up 35% this week and is still the cheapest AI infrastructure play…↗
May 7
InvestmentGuru — NeoCloud another strong day
$IREN +11%
$DGXX +22%
$CRWV +8%
$NBIS +10%↗
May 6
Mike Investing — I’ve warned everybody once & I’ll say it again, one last final time…
AI infrastructure is the next theme to breakout in 2026:
$NBIS will be $330+
$CRWV will be $360+
$CIFR wi…↗
May 6
mon — Honestly, what a great day.
- $IREN +11.40% today. Past 5 days +38%.
- Just a month ago the stock was at $35.
- Very much looking forward to earnings.
- $OUST recovered very well.…↗
Kevin Maro — @MB_Hogan NVM, $IREN got the Anthropic deal https://t.co/gDg6VvyXOf↗
May 6
Kevin Maro — @MB_Hogan haha I just think $IREN is going to crash and burn - still very long $NBIS↗
May 6
Black Panther Capital — My wife asked me why I keep a list of numbers in my phone.
I told her: because the market needs to know where I expect to be. Not the other way around.
Here's the scoreboard.
$O…↗
May 6
Wayne Liang — @mikealfred Love how not a single person noticed the $45M position you have in $IREN 😂 Big congrats to all $IREN bulls. 🫡↗
May 6
Daniel Koss — @jiahanjimliu Oh, maybe also interesting for $IREN investors haha as some of the observations obviously apply to all our bags :D↗
Wayne Liang — Alright so BlackRock teased a new partnership with an unnamed hyperscaler coming later this week.
$13.9 Trillion in AUM deciding where to put capital next... this is absolutely ma…↗
Wayne Liang — How to become a millionaire in 2026...
Just follow the right traders on X.
Last year, I called out:
$ONDS at $0.83 (ran ~1700%)
$IREN at $6.30 (ran ~1100%)
$CIFR at $3.01 (ran ~…↗
May 6
Jason Luongo — 10. $IREN - Iris Energy (NeoCloud)
Revenue up 355% to $240.3M and still in the early innings. Scaling from 23,000 GPUs to 140,000 by end of 2026, targeting $3.4B in AI cloud annua…↗
May 6
Mike Investing — The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted…
Just a little over a month ago, I shared my top dip-buys to take.
Si…↗
May 6
mon — $IREN - "In the 2-3 year future, a possible dynamic is customers will try out NBIS for open source model and then switch to IREN when they want to have control over more of their s…↗
May 6
Dustin — $IREN My take: support 50 and strong support 44 which may not get tested; resistance is prior highs of 63 & 76 (ATH) plus resistance 60 & 70 (Rule of Ten). Either Three White Sol…↗
May 6
Dustin — $IREN has been systematically ticking off every gap the bears identified.
Critique 1: "Power is just a promise" — Sweetwater 1 energised May 1, 2026 with 1,400MW now live on ERCOT…↗
May 6
Dustin — $IREN IREN is retiring every bear thesis.
Power → Sweetwater energised, 1,400MW live on ERCOT.
Software → Mirantis acquired, 1,500 enterprise customers.
Miner narrative → GB300s on…↗
May 6
InvestmentGuru — NeoCloud very strong day
$IREN +10%
$CIFR +23%
$DGXX +29%
$SLNH +15%↗
May 5
Mike Investing — Over these last few weeks generational wealth for many has been made…
I’ve called out here on X:
$NBIS at $68 & ran to $179+
$AMD at $188 & ran to $404+
$CIFR at $11 &a…↗
May 5
Wayne Liang — Nailed it on $AMD. Watch the rest of my thesis play out now. You can learn so much from just following the right people.
Now let me breakdown what sector I'm most focused on at th…↗
May 5
mon — I believe $IREN will announce a deal soon.
> SW1 energized on Friday.
> A cloud software acquisition on Tuesday.
> Earnings on Thursday.↗
May 5
Serenity — @LaloGpZ9 Not really. But it did help me deal with all the braindead $IREN $BKKT communities on X
Since I have experience with inting Dravens on my team running it down and flamin…↗
May 5
mon — $IREN "NVIDIA has named Mirantis as one of only three founding ISV partners in its NVIDIA AI Cloud Ready initiative. IREN, Mirantis, and NVIDIA represent exactly the combination th…↗
May 5
Black Panther Capital — 🤯DO WE COOL HUMANS OR DO WE COOL COMPUTE?!?
Ha! We are not bullish enough…
$IREN $NBIS $CIFR $WULF $DGXX $AAOI $SIVE $AMD $NVDA
China is adding a nuclear reactor every two mon…↗
May 5
mon — $IREN CEO on last earnings call - "One of the contracts we are negotiating at the moment is a multi-billion dollar contract where we would have to bring a software solution".
Toda…↗
May 5
The Future Investors — $IREN IREN is acquiring Mirantis in a $625M all-stock deal to strengthen its AI cloud platform 🚀
The deal improves IREN’s ability to deploy, manage, and support AI workloads whil…↗
May 5
mon — $IREN announces acquisition of Mirantis.
Mirantis, a provider of cloud infrastructure, Kubernetes-based orchestration and enterprise support services.
Founder of Mirantis - "IREN…↗
May 5
Jason Luongo — @TedHZhang I’m in $IREN $MP and $UUUU pretty heavily.↗
May 5
InvestmentGuru — Nice move across this play today
$IREN +8%
$NBIS +14%
$CRWV +5%
$CIFR +5%
$KEEL +5 %↗
May 5
InvestmentGuru — $BTC is setting up well here. The path toward $84K–$86K is opening if momentum continues and buyers stay in control. Watch
$HOOD $GLXY $MARA $CLSK $IREN $CIFR $KEEL $DGXX can move…↗
May 5
CK Capital — @BobbyAnalytix $NBIS been winning much longer than $IREN has. $NBIS is up 750% all time and $IREN is up 70% all time↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
May 4
Black Panther Capital — Nobody told the norm this:
The best investments of the next 5 years won’t appear on CNBC.
They won’t have celebrity endorsements.
They’ll be in SEC filings.
In DoD contract an…↗
May 4
mon — $IREN had a massive run-up to $75 in late 2025, then crashed down to the $30 support level (the blue horizontal line) earlier this year.
It's now staging a strong recovery, curren…↗
May 4
Black Panther Capital — Dear me in 2029,
I hope you held $IREN when it was in the $40s.
I hope you held $NBIS when it was around $90.
I hope you held $CIFR when it was near $12.
I hope you held $RKLB…↗
May 4
mon — $IREN BACK TO $50. 🔥 https://t.co/8nA5jGRUek↗
May 4
CK Capital — $NBIS is sitting at ATHs while $IREN sits 35% below ATHs.
$NBIS is clearly the better company, happy for those who rotated from $IREN to $NBIS recently. https://t.co/wkIdNE2ZMk↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 4
mon — If you’re a long term investor, it’s unlikely you’ll lose money betting on AI Infrastructure sector.
$IREN, $NBIS, $CIFR, $WULF↗
May 4
Dustin — $IREN Iren said energization to be ready by the end of April. They announce may 1st, Friday after the bell. Whats so confusing? Most people don't even know how monumental what the…↗
May 4
Dustin — $IREN
1. we sell when the power is ready.
2. we know the price only goes up.
3. we don't lease, we own.
I hope they wait until after the ER for any announcement. Bitcoin sti…↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 3
InvestmentGuru — $IREN
IREN sits at a genuinely unique intersection — low-cost renewable energy infrastructure that can flex between Bitcoin mining and AI/HPC data center workloads depending on wh…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
InvestmentGuru — THE NEOCLOUD SECTOR
$CRWV $IREN $NBIS $CIFR
AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗
May 3
mon — @BlackPantherCap $IREN sentiment is completely detached from execution. -> Agreed 100%.
People don’t realize how significant this milestone is, but they will soon. Think about it.…↗
May 3
Black Panther Capital — $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:
Pivo…↗
May 3
Serenity — $IREN and $SLNH investors are probably the most braindead communities I've interacted with on X.
I've never seen a community so bullish on a $219M MC stock that has a new $1,000,…↗
May 2
Wayne Liang — $IREN energized 1.4GW of Sweetwater 1 to the ERCOT grid. 2GW campus (700,000+ GPUs) at full buildout. Send the entire sector higher please. Thanks.↗
May 2
Black Panther Capital — By 2028, one of these will be the sentence you regret:
“I knew about $IREN and didn’t buy.”
“I heard about $ONDS and said I’d wait.”
“I researched $NBIS and got cold feet.”
“I…↗
May 2
Jason Luongo — @StockSavvyShay An incredible asset for $IREN↗
May 2
The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀
Monday: $PLTR, $DUOL
Tuesday: $SHOP, $AMD, $ANET, $TMDX
Wednesday: $NVO, $ADYEN, $UBER, $AXON
Thursday: $CRWV…↗
May 2
mon — $IREN Sweetwater 1.4GW site energized as scheduled.
A 1.4GW site, fully online, at a time when nearly half of all planned U.S. data centers are either delayed or cancelled altoget…↗
May 1
mon — $IREN Nearly half of all planned U.S. data center builds in 2026 are projected to be delayed or canceled.
IREN just energized the Sweetwater 1 substation.
On schedule. 💥↗
Black Panther Capital — In exactly 1 year, I’m going to be the first millionaire among my brothers.
And when they ask how I did it, I’ll tell them the truth.
I bought what the norm wasn’t talking about.…↗
May 1
Jason's Chips — Bitcoin miners are the most notoriously misunderstood AI Infra play. $CORZ $IREN $APLD $CIFR $WULF $RIOT
There are six levels of understanding of the miner thesis.
Level 1: they…↗
May 1
Black Panther Capital — What’s your excuse?
Buy a new laptop: $1,000 → “No problem”
Spend $100 on coffee → “No problem”
$NFLX: $20/month → “No problem”
Invest $500/month → “Too expensive”
It’s not about…↗
May 1
KaizenInvestor — The rating of my current holdings according to this framework.
$GOOGL: 97/100
Alphabet’s management operates with relentless execution and immense capital discipline. While the sh…↗
May 1
CK Capital — I really don’t see why people bother buying $IREN when you can just buy the better company in $NBIS
Both $IREN and $NBIS have a Microsoft contract.
That is where the comparison…↗
May 1
Wayne Liang — $SNDK crushed their earnings. Typical "sell-the-news" volatility, and we're right back to flat.
Datacenter revenue up 233% YoY... demand is accelerating, as expected. The entire d…↗
May 1
Dustin — $IREN Iren is trading at a significant discount relative to it's $3.7B+ARR potential (targeted for late 2026/early 2027). With 4.5 GW of secured power and 150,000 Nvidia Blackwell…↗
— $SLNH is a shtco like $BKKT, $ASST, and $IREN.
That is actively diluting everyone with a $500M ATM.
Not sure why anyone even listens to a guy who has consistently crashed retail…
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 30
mon — $IREN, $NBIS, $WULF, $CIFR, $CRWV
One thing that stood out to me after going through the latest earnings from Microsoft, Amazon, and Alphabet is that the constraint is "time to co…↗
Apr 30
Wayne Liang — Reminder that $SNDK is projected to have 175%+ growth YoY... and they've beaten EPS estimates by ~70% in each of the last two quarters.
This is bullish for everything we've been l…↗
Apr 30
Black Panther Capital — $AMZN reported EPS: $2.78 vs $1.64 expected. AWS grew 28%, fastest in over three years.Fine.
But here is what the financial media is not saying:
CEO Andy Jassy said AWS revenue w…↗
Apr 30
Black Panther Capital — Here’s a full breakdown on our monthly economy and what we use:
For context we are 2 adults and 3 kids. Tax around 38-50% depending on income. Top 1% national income.
Monthly hou…↗
Apr 30
Wayne Liang — We all know that fundamentals will tell us what to buy, and technicals can tell us when to buy it.
As mentioned yesterday, $SLNH has the best asymmetric risk/reward at this price,…↗
Apr 30
mon — $AMZN guided to roughly $200 billion in capex for 2026, $GOOGL to $175–185 billion, $META to $115–135 billion, and $MSFT is tracking toward $145 billion.
Putting the four combined…↗
Apr 30
Black Panther Capital — Most people underestimate how long the runway is for AI infrastructure buildout. $IREN 4.5 GW pipeline doesn't come online in six months. It comes online over three years. Patience…↗
Apr 30
Dustin — $IREN this won’t end well for short sellers. They took advantage of low volume and expected market pull back to heavily short the most volatile stocks in the last few days - and i…↗
Apr 30
Wayne Liang — Depending on your approach and what timeline you're looking at... $IREN is the most de-risked with energized megawatts, $MSFT deal, and $NVDA preferred partner.
$IREN is already e…↗
Apr 29
Wayne Liang — Capex guidance came in bigger than expected...
As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more.
The group was projected to…↗
Apr 29
mon — Very impressive numbers from AWS/Azure/Google.
But it is worth remembering they are still capacity constrained. The core bottleneck is still power and land.
Google - “Our cloud r…↗
Apr 29
mon — - $GOOGL Cloud +63% YoY
- $MSFT Azure +40% YoY
- $AMZN AWS +28% YoY
More demand drives more capex.
More capex unlocks more capacity.
More capacity enables new use cases.
And th…↗
Apr 29
mon — Nearly half of US data centers planned for 2026 canceled or delayed.
With an estimated 12-16GW of planned capacity, only 5GW is currently under construction and many projects rema…↗
Apr 29
CK Capital — Rotating from $IREN to $NBIS
Can $IREN holders tell me 1 good reason to own it over $NBIS other than “ $NBIS is near ATHs and $IREN isn’t”
Maybe there’s a reason why that is, why…↗
Apr 29
mon — @daniel_koss Congrats on your success. NBIS is doing very well.
+ great interview. Made me more bullish on $IREN. 😅↗
Apr 29
Jason Luongo — You could buy 100 shares of $IREN right now for ~$4,250.
Or you could sell the $35 cash-secured put expiring 5/29 and get paid $205 to wait.
Why I like this setup:
Former bitcoi…↗
Apr 29
Black Panther Capital — What I've read this week:
1. Oil prices increase after Iran doubles down on Strait of Hormuz closure
Summary:
Brent crude rose above $107 on Sunday after Iran warned the Strait w…↗
mon — Bought more $IREN today.
> 4.5GW secured power
> Australia expansion?
> SW1 energization + deal?
Stock down 45% from all time high. https://t.co/AOJg7nK2Mx↗
Apr 29
Dustin — @BKnight221 $IREN if somebody told me last Thursday - when it was at 54 that we will have 4 consecutive days of strong huuge drops and till Wednesday we see 42 and even lower, I wo…↗
Apr 29
Dustin — $IREN gotta love getting absolutely gutted on no news. I really do hope there's an announcement of some kind or were fucked for earnings. Bitcoin revenue will be disappnting and pr…↗
Apr 29
Wayne Liang — $APLD is worth watching...
Same AI infrastructure thesis as $IREN and $CIFR... just larger contracts and a longer runway.
> ~$23B in total contracted revenue backlog... at a ~$9.…↗
Apr 29
Wayne Liang — If Mag 7 capex guidance comes in strong tonight, that's extremely bullish for $IREN, $CIFR, and the entire sector. These hyperscalers need somewhere to put all that compute... wher…↗
Apr 29
Serenity — Both Anthropic's Opus 4.6 and 4.7 are probably the dumbest LLMs I've interacted with recently?
Did they get hit in the head by a rock. Or just retrained off $IREN investor convers…↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 29
Jason Luongo — @PruthiJash2000 I own both but I like $IREN better.↗
Apr 28
Jason Luongo — If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB…↗
Apr 28
mon — @snmart $HIMS, $IREN, $ONDS, $ASTS, $UAMY & $RR.
I started my short-term portfolio that year. I believe that changed everything for me.↗
Apr 28
mon — If a move like this is stressing you out, the issue isn’t the market. You’re either sized too large, using leverage, or you don’t fully understand what you own.
$IREN -9.03%
$NBIS…↗
Apr 28
Black Panther Capital — What’s wrong with the market?
Did somebody die?
$IREN $NBIS $CIFR $SIVE $AAOI $OUST $HIMS $RKLB $AMPX $ONDS $PNG.NE https://t.co/jsZwNbnfd0↗
Apr 28
Dustin — $IREN Massive News: Iren Could Be Building Something Much Bigger Than Expected👀🤔 https://t.co/VpJXsMBj2j↗
Apr 28
Dustin — $IREN The rumors in professional circles suggest OpenAI has signed "Letter of Intent" (LOI) agreements with both IREN and Frontier. They are essentially running a race: the first s…↗
Apr 27
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 27
Wayne Liang — Nothing unordinary with the current price action of $CIFR, given the entire sector is down. Tons of support at the $17-18 range.
Weekly looks intact. $IREN looks slightly better.…↗
Apr 26
Black Panther Capital — I don’t expect a deal from $IREN around the corner or at earnings.
On the other hand I expect some kind of delays. I also expect to see the a drawdown in the stock due to sentimen…↗
Apr 26
Mike Investing — If you missed the recent breakout on Photonics & Memory names like $AAOI, $MU & $SNDK…
Then don’t make this same mistake twice, as this next sector is setting up to squeeze.
Data…↗
Apr 26
Black Panther Capital — The world is trying to feminize men.
1-day on X, you’ll see it’s working.
I’ve never seen so many bitching over $IREN & $NBIS.
Run, eat some meat, workout, meditate.
Get y…↗
Apr 26
Black Panther Capital — ⚡️$IREN earnings in 17 days.
May 13. Q3 FY26. the print that tells us whether the Microsoft ramp is hitting the numbers management guided.
4.5GW secured power. 150,000 B300 GPUs…↗
Apr 26
Daniel Koss — Since I'm now already hated by all $IREN investors, can I say that I was also maybe the first $ZETA hater on X? 😂
I warned all of you this will pop and then crash.
I'm very rare…↗
Apr 26
mon — $IREN Jevons Paradox.
Simply means that when something becomes cheaper and more efficient to use, people end up using a lot more of it, not less.
In AI, as chips and models becom…↗
Apr 26
Serenity — @kevinxu I like your optimism! I’m talking about full port full port $IREN investors.
Not the have $10M sitting on the side and full port challenge in a spinoff portfolio↗
Apr 26
Serenity — @finanzasanonima Situational Awareness is not full port $IREN↗
Apr 25
Serenity — @dinxnd_ There’s a difference in investing and investing because the $IREN community wanted to make up completely false information about a deal with Anthropic.
Then get others to…↗
Apr 25
Serenity — @babyfolio Unfortunately I don't like to go into personal attacks like those in the $IREN community.↗
Apr 25
Serenity — I wasn't joking when I said $IREN community members have low IQ.
Since they literally have to fabricate information get people to get others to buy into active dilution.
The co…↗
Apr 25
Serenity — @Lazarus_Capital $IREN community members literally fabricated a false deal with Anthropic to pump stock prices ahead of a Morning announcement.
Then their board member fabricates…↗
Apr 25
Serenity — @tommyleed8888 I get a lot of dumb comments every day... But I don’t think I’ve ever lost brain cells reading them before until I interacted with the $IREN community on X↗
Apr 25
Serenity — @steve2bacon @ParadisLabs @kevinxu Oh we’re chill. This was more targeted at the $IREN cult community members.
The AI he uses could use some fine tuning tho↗
Apr 25
Serenity — @ISITrading2717 Nope, I stand by my words.
I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE.
And now $IREN community member IQ.↗
Apr 25
Serenity — I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world.↗
Apr 25
KaizenInvestor — @JoshTradeOption I hold $IREN because they dipped too much imo. It’s around 6% of my portfolio.↗
Apr 25
KaizenInvestor — $IREN & $NBIS investors now vs both in a couple of years when they finally realise they both served an extreme bottleneck.
Hyperscalers are buying all the power available. So…↗
Apr 25
Black Panther Capital — @babyfolio And that’s HOW it should be. But people ‘fighting’ the constantly $NBIS $IREN is getting embarrassing after all. And what shock me the most is they all think they are be…↗
Apr 25
Black Panther Capital — Seriously. Stop.
The $IREN vs $NBIS debate is getting embarrassing.
A few things worth saying out loud:
1. A stock is not a religion.
Marry a thesis, until it’s broken. Not a t…↗
Apr 25
mon — $HIMS & $IREN — my two highest-conviction positions have driven a 553.3% return over the past 3 years.
I believe both companies are just getting started. https://t.co/tUhGN1uD…↗
Apr 25
mon — This is exactly why I’m bullish on $IREN. Power is being politicized, and as electricity prices rise, AI data centers are becoming the perfect scapegoat.
A clear example of this…↗
Apr 25
Midas — $NBIS has more asymmetric upside than $IREN.
I called $NBIS at $20 and now it's at $160.n
Follow to see my next trade. https://t.co/UEAWuGHVux↗
Apr 24
mon — Overall, great week.
- $IREN closed above $50.
- Just a rumor that they may have a deal soon. 👀
- My biggest winner was $VELO.
- This unknown stock is up 55% past five days.
- $H…↗
Apr 24
KaizenInvestor — @daniel_koss The only return that matters is the return since you started investing in the company. Don’t like the win-loose debate but ok, see where you going.
$NBIS had a $5.2b…↗
Apr 24
KaizenInvestor — @daniel_koss Why are you comparing a company since
2021 and one since 2024. Agree that $NBIS is a different company since relisting but $IREN in 2021 was a bitcoin mining company.…↗
Apr 24
Daniel Koss — Remember when @DeepValueBagger swapped his $IREN shares for $NBIS and massively outperformed all of them?
Guess what, the mob came for him.
On X you're either bullish $IREN or th…↗
Apr 24
Jason Luongo — I'm only going to say this once:
LEAPS are by far the best way to grow a small account when done correctly.
One contract. Exposure to 100 shares. A fraction of the cost. 12+ mont…↗
Apr 24
Daniel Koss — @Agrippa_Inv It's sad to see how dishonest and factually incorrect your takes are getting.
Claiming Nebius is Yandex is a nice way of trying to weasel your way out of IREN's under…↗
Apr 24
Black Panther Capital — I’ve posted everyday for 114 days straight now.
Here’s how it looks:
> +20.117 new followers.
> +18M impressions.
> +62K bookmarks.
> +11K repost.
> +116K likes.
251 days left.…↗
Apr 24
Daniel Koss — $NBIS: 300% CAGR since its 2024 relisting.
$IREN: 15% CAGR since 2021.
-> a 20x difference in annualized returns.
A part of the equation is timing, but certainly not the full 20…↗
Apr 24
Jason Luongo — 4. $IREN - IREN ($54)
Sweetwater 1 energization on track. 1.4GW coming online, 2.75GW total contracted in West Texas on the ERCOT grid. Pivoting from crypto mining to AI cloud inf…↗
Apr 24
Black Panther Capital — $INTC up 51% the past month.
$POET 93%
$AAOI 43%
$IREN 23%
$NBIS 37%
$SIVE 150%
And people are still asking if the AI trade is over.↗
Apr 24
mon — My top 3 stocks for 2026 are just getting started.
First added to my portfolio:
2023: $HIMS at $6, now $28.
2024: $IREN at $6, now $52.
2025: $ONDS at $1.80, now $10.↗
Apr 24
Dustin — $IREN I see resistance 56, then 60-62 bc 62 was the most recent top, then 70, then 76 (ATH). Not straight up but backing & filling on way up.
NFA Jmho↗
Apr 24
Kevin Maro — @TheProfInvestor better than $IREN ?↗
Apr 24
Dustin — $IREN past performance is not indicitive of future results but last time IREN announced their deal with Microsoft it was 3 days before earnings, and they just moved their earnings…↗
Serenity — @BitcoinAIGuy I’m still bearish on $IREN due to $6B ATM overhang, even if there’s rumors they’re doing colo. I was long last year you know.↗
Apr 23
Serenity — Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:
$NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $…↗
Apr 23
Michael | Hypermarkets — On November 30, 2022, ChatGPT launched. SPY was at $390 and now up 80% at $712.
Since then, AI has changed our world.
$APLD $1 -> $42 (4100%)
$IONQ $5 -> $84 (1580%)
$ASTS $2…↗
Apr 23
mon — $IREN Last few days have been insane for the stock.
> Just today, first $5.5 million and then $8.9 million in call flow on the stock.
> Volume is the largest in 3 months.
> Q3 F…↗
Apr 23
mon — $IREN I’m telling you, someone always knows something.
First $5.5 million, and now $8.9 million. 🤯↗
Black Panther Capital — My boss doesn’t know I’m planning to leave him.
Not for another employer.
For compounding.
At 40% annual returns, capital can grow roughly 10x in about 7 years.
Most people unde…↗
Apr 23
Wayne Liang — $IREN is up 35% since Weekly flipped.
$CIFR is up 52% since Weekly flipped.
I'm bullish on both long-term. For short-term, high-conviction trades, I'll keep sharing solid opportu…↗
Apr 23
mon — What a great day so far.
- $IREN +9%. Smashed through $50.
- $NBIS +5%, $CIFR +5%, hit $20.
- $VELO incredible strength +12%.
- The stock was up 30% just a few days ago.
- Very dis…↗
Daniel Koss — @Agrippa_Inv @BTCYESPLS Hmmmmm there's really a compelling case for going long $IREN here based on the technical setup, sentiment shift and a huge list of catalysts 🤔↗
Apr 23
Dustin — $IREN it’s almost time boys……
Microsoft unveils $25b AI splurge in Australia, but key details missing https://t.co/LCnunvVnfU↗
Apr 23
Midas — Top 10x stocks I’m buying when the stock market CRASHES:
1) $KRKNF
2) $CIFR
3) $IREN
4) $AAOI
5) $ONDS
This market is heavily manipulated.
Generational bagholders will be mad…↗
Apr 22
Wayne Liang — Turns out $CIFR was a better deal than $IREN... by 2%. Again, if you're holding long term, you can't really go wrong with either of them. Power demand will only increase from here.…↗
Apr 22
mon — What a great day today.
- $IREN my largest position up +7.13%.
- The stock is getting more popular than ever.
- $NBIS down -0.26%. $CIFR +7% & $WULF +3%.
- I bought a new stock tod…↗
Apr 22
Daniel Koss — This does 100% sound like Chamath describes $IREN
He and the all-in crew have a clear connection to them. IREN was a sponsor of the all-in summit.
Definitely bullish IREN. Not t…↗
Apr 22
mon — Let’s be honest, this reads like Chamath is indirectly describing $IREN.
This is what I’ve been saying from the start. Over time, as more data center projects get cancelled or del…↗
Apr 22
Black Panther Capital — 🤯I’M SO FK BULLISH THE NEXT 5 YEARS!
The Nasdaq just had its longest winning streak since 1992. The AI buildout is not over. The picks-and-shovels companies with real backlog are…↗
Daniel Koss — @SmallCapSnipa Okay @jiahanjimliu @Agrippa_Inv you guys win. $IREN to the moon I guess.↗
Apr 22
mon — $IREN, $CIFR, $NBIS & $CRWV
So OpenAI targeting 30GW of compute by 2030.
Add in demand from Anthropic, Google, Microsoft, Meta, Amazon, and Tesla, and total required capacity mov…↗
Apr 22
Daniel Koss — I see a lot of confusion and really bad takes on X because $IREN shows up in SemiAnalysis's "not recommended" bucket, yet IREN serves top-tier clients like $MSFT Microsoft (Azure)…↗
Apr 22
Daniel Koss — So many absolute noobs posting the dumbest takes about this.
This is completely normal language to disclose every single risk and minimize all legal risks.
It has exactly 0 meani…↗
Apr 21
mon — What a day.
- $VELO smashed it. 🤯 +31%.
- $OUST & $SATL had a great day.
- $IBRX Now Available in Saudi Arabia.
- for Bladder and Lung Cancer Patients.
- no idea why it's down. Th…↗
Apr 21
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The numbers first.
YTD: +40% 1 Year: +157% Max: +129%
The $SPX is 'almost' flat on the year. The Nasdaq just snapped a 13-day winning streak. M…↗
Apr 21
Black Panther Capital — First time I invested 10 years ago. I lost a shit-ton of money.
Second time. I was lucky. Plain luck. I did not understand anything.
Third time. Bull trap and bear market ripped…↗
Apr 21
mon — $IREN Jonathan Tinter, President of Business Development and Ventures at Microsoft commented:
“Together with IREN, Microsoft is delivering cutting-edge AI infrastructure for our…↗
Apr 21
Daniel Koss — @Agrippa_Inv Your 3 points confirm exactly what I said, just in your words.
But first, I have to call out the hypocrisy of claiming SemiAnalysis is biased.
Dylan Patel runs SemiA…↗
Apr 21
Frenchie — @aleabitoreddit People really turn 1 stock into their whole personnality ?
The number of guys having $IREN in their bio wow↗
Apr 21
Kevin Maro — @BitcoinAIGuy Why do you think $IREN isn't getting nearly as many hyperscaler deals?↗
Apr 20
Serenity — How are there people still long on an F-tier Neocloud like $IREN.
Amid a $6,000,000,000 dilution?
When $NBIS is up there with $ORCL and $MSFT looking derisked? https://t.co/vIdz…↗
Apr 20
Kevin Maro — @MktMavPro If there was ever a time for $IREN to get a deal... I'm starting to think there's a reason why they never do↗
Apr 20
mon — SemiAnalysis published new rankings.
Platinum: $CRWV
Gold: $NBIS
Not Recommended: $IREN
Not even Silver or Bronze. 😂 https://t.co/ghW7Z90Vma↗
Apr 20
mon — What a day.
- Space stocks took a hit today.
> Except $RKLB 5%. Not surprised due to BO fail.
- Great recovery by $ASTS -15% to -5%.
- $IREN & $NBIS +1%. Pretty much flat.
- $SLNH…↗
Apr 20
mon — First $SOFI vs $HOOD
Then $NBIS vs $IREN
And now $ONDS vs $AVEX
This is never going to stop. 😅↗
Apr 20
Daniel Koss — Honestly? If you're a $NBIS or $IREN investor I think you should take 10min to read both sides. It will help you a ton to understand which thesis you want to underwrite and what th…↗
Apr 20
Wayne Liang — As mentioned before, it'd be unwise to bet against HPC & AI data center infrastructure focused companies, like $IREN & $CIFR. Power demand will only increase.
Riding the momentum…↗
Apr 20
Black Panther Capital — I’ve just created a free group on X.
No paid access. No guru nonsense. No signals. No sales funnel.
The goal is simple:
A serious space for like-minded investors to discuss mark…↗
Apr 20
Dustin — $IREN short sellers trying to crash the market… SPY is barely down 0.7%. Market no longer cares about Iran. Bears will quickly need to cover by noon tomorrow. I expect we end the…↗
Apr 19
Daniel Koss — @nanotitan28 @JarronJackson4 I'm sorry but you guys are delusional. $IREN is funded via dilution, not cashflow. Time will show.↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
Daniel Koss — Btw before the $IREN mob goes crazy: the reason why I'm observing $IREN's execution is literally, because I'm interested in investing in them, IF they prove to me they can execute…↗
Apr 19
Daniel Koss — A lot of $IREN investors got triggered when I said it's not YET proven that IREN can build and operate data centers at Nebius level. Why?
That's not my opinion, it's a fact you ca…↗
Apr 19
mon — This is a portfolio built with very small capital.
It is spread across 6+ broad sectors:
· Space/Defense: $RKLB, $ASTS, $OSS, $ONDS
· Fintech/Insurance: $SOFI, $OSCR
· AI infrastr…↗
mon — @TheBronxViking @theallinpod @chamath Your whole post could also be applied to $IREN.↗
Apr 19
mon — Right now, $IREN is far ahead in secured power.
It already has significantly more capacity than peers and likely has additional projects that have not been fully disclosed. Buildi…↗
Apr 18
mon — My current portfolio:
$IREN - Currently over 50% of my portfolio.
$HIMS - Incredible week +48%. Peptides new AI.
$ONDS - Reduced greatly, but will revisit later.
$KRKNF - Recently…↗
Apr 18
mon — As always, great write-up by Agrippa on 3 near-term catalyst.
Must-read for all $IREN investors.
Great point - "Last year, $IREN's share price increased by over 1,000% from its…↗
Apr 18
Wayne Liang — If you’re a long term investor, it’s unlikely you’ll lose betting on $CIFR & $IREN.↗
Apr 18
Daniel Koss — Update on my $IREN view
Changed:
- I'm way more certain that a pure Infrastructure business "baremetall" can actually become insanely attractive for 5+ years. I do think that the…↗
mon — No delay with $IREN.
Expect to see more of these headlines as data centre projects get delayed or cancelled due to community opposition.
The pushback driven by rising energy cost…↗
Apr 18
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock so…↗
Apr 18
mon — My favourite stocks by sector:
- Robotics: $OUST
- Rare Earth: $UAMY
- Healthcare: $HIMS
- Copper Ticker: $COPX
- Space: $SATL & $VELO
- AI Infrastructure: $IREN
- Drone: $ONDS…↗
Apr 18
InvestmentGuru — The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread -
$RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ
Read this↗
Black Panther Capital — Added $HIMS to my portfolio today.
Smashed my workout. Hit 10h shift. 5 one-to-ones. They were happy.
Past week on the market: 2 months salary.
Kissed wifey goodnight. 2 beers i…↗
Apr 17
mon — Very successful week.
+£27,411.91 🔥
- $IREN relatively flat today.
- $NBIS down 4% while $CIFR up 11%.
- $NUAI -7%, $SATL -7%, and $ASTS -5%.
- $HIMS just had its best week.
&g…↗
Apr 17
Serenity — Genuinely thanks for nice comments.
I share my ideas for free in the end though since I want to help out the retail community.
$TSEM hit triple digit return... so that's 16 diffe…↗
Apr 17
Mike Investing — These things are next to happen:
Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO.
$GOOGL & $TSLA lead the MAG7 for the next 4 months.
$HIMS will…↗
Apr 17
mon — My top three stocks for 2026 - $IREN, $HIMS, and $ONDS have had a rough start to the year, but I believe the tide is about to turn. I remain confident in the long-term direction of…↗
Apr 17
mon — $IREN Bloomberg : “50% of US data centers are being delayed or canceled. 17% are uncertain. Only 33% are actually being built. This what's driving AI compute into orbit.”
What’s h…↗
Apr 17
Jason Luongo — Growth stocks I'm watching right now:
$IREN | $48.18 - AI data center infrastructure, 4.5 GW pipeline, largest single-site build in the US
$CRDO | $164.09 - AI connectivity, 1.6T…↗
Apr 17
mon — Everyone’s goal is to own companies before they’re obvious.
That’s a different way of investing.
When your portfolio is small, it’s easier to do this. You can buy names that nobo…↗
Black Panther Capital — @OInvests Tough to say man. But I think $IREN will have most upside EOY↗
Apr 17
Black Panther Capital — Boom. Exactly what $IREN needed.
Signals. More to come. More underway.↗
Apr 17
mon — $IREN Dan - "First 200MW - MORE underway."
MORE underway. 👀
Great execution. Can't wait to see more.↗
Apr 16
Black Panther Capital — 20,000 followers.
i'll be honest. mixed feelings.
not because i'm not grateful. i am. but because i'm also tired.
tracking markets, a portfolio, a career, a family, two kids in…↗
Apr 16
Jason Luongo — 7 stocks I think still have a lot of room to run, even after this melt-up:
$HIMS ($26) - FDA peptide panel July 23-24. Hims already owns a California peptide facility. Dudum has p…↗
Apr 16
InvestmentGuru — Neocloud is quietly shaping up to be one of the most important emerging themes in this market — the next phase of AI infrastructure beyond hyperscalers. Unlike traditional cloud, n…↗
Apr 16
Dustin — $IREN Light rail in San Jose, CA https://t.co/kWVPB8U14t↗
Apr 16
Dustin — $IREN last June we had 12 up days in a row with increasing volume. That started the run from $10 to $75. Today was the 9th up day in a row with increasing volume. The set up is l…↗
Apr 16
Jason Luongo — @theincomewheel The most risk I take is LEAPS options. I dont do any short dated options. I have had some very well timed entries to LEAPS on $NVDA $HOOD $IREN and more.↗
mon — What an amazing day.
- $NUAI +18%. Not surprised with $BIRD +582%.
- $IREN smashed it. 3 days in a row ended in green.
- My favourite rare earth stock $UAMY +14%.
- $HIMS increa…↗
Apr 15
Serenity — @daniel_koss I'd rather go long on $BIRD here than $IREN.↗
Apr 15
mon — $BIRD is selling off the footwear business and raising $50M in convertibles to buy GPUs and move into AI infrastructure.
That’s the level of demand in the space right now, even a…↗
Apr 15
InvestmentGuru — NeoClouds & AI Infrastructure — The Backbone of the AI Revolution
$IREN
$NBIS
$CIFR
$DGXX
$KEEL↗
Apr 15
mon — $IREN one year ago was at $5.45.
+769.17% over the past year.
This is what holding through volatility looks like when the thesis is right. So credit to everyone who stayed with i…↗
Apr 15
Dustin — $IREN IREN will likely announce 1-2 contracts with AI Native companies or Enterprises before or at earnings, rather than one massive hyperscaler deal.
While metrics & margins woul…↗
Apr 15
Dustin — $IREN ROTH note out today
IREN appears to have delivered its fourth and final bulk substation transformer for Sweetwater 1, which we view as one of the last major steps before the…↗
InvestmentGuru — 10 Stocks to Watch in This Market (High Beta + Next-Gen Themes)
Momentum is still rotating around AI infrastructure, quantum computing, energy, and retail risk-on trades. These ar…↗
Apr 14
Mike Investing — Index funds are made for you to stay wealthy, but not create generational wealth…
If you’re looking for aggressive 10x growth stock investment opportunities then you should focus…↗
Apr 14
mon — What a great day.
- $IREN +9%, $NBIS +4% while $NUAI -6%.
- $OUST smashed it +7%.
- Space sector took a hit today.
- $VELO also had an amazing recovery.
- $SATL was down by almost…↗
Apr 14
Jason Luongo — Every industry has an incumbent that stopped innovating.
These companies are coming for their lunch:
$HOOD - brokerage
$SOFI - banking
$OSCR - health insurance
$PLTR - enterprise…↗
Apr 14
Black Panther Capital — my dad watched $IREN, $CIFR, and $SNDK moon from the sidelines.
painful reminder: you miss 100% of the shots you don’t take. don't let the next one pass by.
-bp
note this is not…↗
Apr 14
Black Panther Capital — My biggest mistakes this year so far;
Not selling $OSS and adding more to my $NBIS position at $85.
Not selling $OSS and adding more to my $AAOI position at $86.
Not selling $OS…↗
Apr 14
Black Panther Capital — Somebody call the $IREN doubters and…
…and tell them to doubt their own intuition next time INSTEAD of questioning mine. https://t.co/wgze13tJjO↗
Apr 14
Dustin — $IREN I don’t think this price action is signaling an imminent deal, although that will arrive before long. Entire sector being re-rated higher. Fatigue combined with greedy shorti…↗
Apr 14
mon — JUST over two weeks ago, $IREN was at $31.
Now at $46.
+47.66%.
Very impressive, considering they haven’t announced any additional deals yet. https://t.co/2tngURZ1d4↗
mon — $IREN +9.35%. 👀
Where are the $6BN ATM crowd? https://t.co/nuv3NPtWpM↗
Apr 14
Jason Luongo — The companies building AI data centers, ranked by market cap:
$CRWV $115.25 - ~$55B
CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company o…↗
Apr 14
Black Panther Capital — The market just erased every loss from the Iran war.
People who sold are buying back in. People who held are up. This is how it always goes.
While the panic was loud, a few names…↗
Apr 14
mon — @rafalwywrocki97 No way. Wow. 😂
That is insane.
Yes exactly, right now I own 9 stocks. With $IREN being 60% of my portfolio.↗
Apr 14
InvestmentGuru — $BTC watch if it hold and break for $80k run.
$HOOD
$COIN
$MARA
$IREN
$CLSK
$GLXY https://t.co/t5wNHTW6m6↗
Apr 14
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity…↗
Apr 14
mon — $IREN sentiment has completely flipped this week, with the stock approaching $50 again.
> All the technical analysts have turned bullish.
> Calls are flowing into the stock…↗
Apr 14
mon — When a stock you own is underperforming a peer in the same sector, it becomes a major focus. People compare them side by side and the narrative writes itself. $NBIS going up while…↗
Apr 14
Dustin — $IREN I really do believe management is being strategically quiet. If anyone remembers the earnings call before last, it was clear they solidified themselves as a company with a re…↗
Apr 14
Dustin — $IREN Hedge funds have been suppressing all neocloud stocks and particularly IREN since November 2025. Using algos and pure volume mechanics, they managed to kill systematically e…↗
Apr 13
mon — $IREN A lot of people panicked over the $6 billion ATM and sold.
When $NBIS hit all-time highs, I was genuinely happy. Companies executing well in the same sector validates the d…↗
Apr 13
mon — What a day.
After all that hate, $IREN has caught up to $NBIS.
This is just the start. https://t.co/t7HxjkH7IO↗
Apr 13
Black Panther Capital — 👀The CEO of Anthropic, Dario Amodei:
“Training one frontier model will soon need gigawatts. US AI sector requires at least 50 GW new capacity in coming years. Industry compute/p…↗
Apr 13
Serenity — @mwallacegreen3 Glad to hear it… yeah it’s like a weight lifted off your shoulders that you’re not buying into a $6B ATM printed and sold into rallies with $IREN.
With other stock…↗
Apr 13
Black Panther Capital — ten picks, ten green lights.
f… love this game man.
$OUST $AAOI $OSS $IREN $NBIS $CIFR $AMPX $RKLB $ONDS $PNG.V https://t.co/G1XchmCJfx↗
Apr 13
Black Panther Capital — the consensus is that us-iran negotiations are about nuclear de-escalation or regional "peace."
if you're following the actual flow of industrial commodities, that framing is a DI…↗
Apr 13
Dustin — $IREN I think next 6 wks should see Energization of SW 1 news plus 1 hyperscaler contract announced. This is not a swingtrade for me but a LT one.
Not selling any until much hig…↗
Apr 12
mon — If you are investing in companies like $IREN, $CRWV, or $NBIS, your entire thesis sits on capturing part of this hyperscaler-driven expansion.
The Big Four (Amazon, Google, Meta a…↗
Apr 12
Serenity — @0xsimmo I have zero position in $IREN, not getting paid or have any financial incentive to say any of this.
Only thing I care about is protecting the retisl investors from predat…↗
Apr 12
Serenity — @flo_aspinall Like... It’s the same thing on repeat, they create new accounts and new stocks every time with excessive ATMs.
You point that out? Endless harassment, death threats,…↗
Apr 12
Serenity — The community / influencers shilling $IREN, $BKKT, and $ASST are the most delusional and harmful group on X.
Markets are the greatest arbiter of truth.
If something is down 99%.…↗
Apr 12
mon — JUST last year, $IREN was being compared to $CLSK, $MARA, and $RIOT, which made sense when the market viewed it as just another Bitcoin miner.
As the market started to understand…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
Black Panther Capital — This might be the biggest "tell" of 2026 so far. So please, sit with this for a second:
I was at Easter lunch yesterday with my father-in-law.
This guy has been a investor for 30…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 12
Serenity — @Bulls_and_Bills It's not "negativity" when it goes into doxxing, death threats, hundreds of new $IREN accounts created, spam reporting, false accusations, and inciting a whole com…↗
Apr 12
Serenity — @Bulls_and_Bills For months it was non-stop $IREN account creation harassment as well as community character attacks.
Markets are the arbiter of truth, and when $IREN turns out to…↗
Apr 12
Serenity — I still remember random retail on X kept calling $IQE a “pump and dump” stock.
While they’re busy bagholding $BKKT or $IREN in their bios.
Glad to see the 600%+ YTD performance m…↗
Apr 11
Mike Investing — These stocks are expected to over 3X their revenues within the next 5 years:
$NBIS - Nebius: +6400%
$ASTS - AST SpaceMobile: +5471+
$ONDS - Ondas: +3188%
$IREN - Iren: +1547%
$CRW…↗
Apr 11
AlmaCap — $FLY, people keep asking me about dilution. In short, not worried.
FY25 year-end cash sits at c.$800m.
They acquired Scitec in an accretive share deal when $FLY was trading c.$5…↗
Apr 11
AlmaCap — @PhotonBull Agreed, and management have shown a reluctance to dilute on shareholders unlike $IREN management↗
Serenity — @matthew_sigel Yeah it's up a solid 31 cents if you go with open. Google seems to have calculated it based on $42.7 at close with $IREN. https://t.co/yhonJDzaVz↗
Apr 11
Serenity — @nickthehodler Financing structure is what matters.
$NBIS diluting $2B for an $NVDA investment off a much larger MC. Or convertible notes 20%+ above current strikes.
Is structu…↗
Apr 11
Serenity — @nickthehodler It's backed by the logic of how a $6,000,000,000 ATM that gets printed and sold into the open market works.
The performance disparity between 61%+ with $NBIS and -8…↗
Apr 11
Serenity — @Sandeman52 Yeah, I genuinely don't understand, there's 0 chance they can monetize 4GW+ capacity without financing.
And they chose ATMs over convertible notes + $NVDA investment l…↗
Apr 11
Serenity — @NieMehrKrieg Sometimes it's best to just tax harvest and long an asset that might actually appreciate in value.
Current holders are just exit liquidity for $IREN $6,000,000,000…↗
Apr 11
Serenity — There's a reason $IREN is down -7.9% YTD.
While $NBIS is up 61.1% YTD.
The amount of delusion buying into a $6,000,000,000 ATM is unreal.
Even after this, IREN AMC bagholders s…↗
Apr 11
mon — @JColinBrown Depends on the company.
I made life changing money last year by buying $IREN and $HIMS.
+ Trading successfully in my short term portfolio.
I was up by over 400%.
T…↗
Apr 11
Black Panther Capital — back at +16% YTD and 90% all time.
here’s the simple rules I follow:
- no leaps.
- no shorts.
- no options.
- no leverage.
- always complete due diligence
- always maintain a cle…↗
Apr 10
mon — $IREN is my top stock for 2026. If I believe it has significant upside by year-end, constantly trading in and out trying to time the market makes no sense. I'm holding and staying…↗
Apr 10
Serenity — @Ren_aramb Swiggly line drawers that charge $500 a month are possibly the greatest annoyance to me... Especially when they comment underneath my thesis posts like $AEHR earnings.…↗
mon — This is my thoughts on $IREN.
The stock remains my highest conviction position this year and continues to be the largest weighting in my portfolio.
My top 3 stock for this year:…↗
Apr 10
Dustin — $IREN this is why iren is the better investment. Nebius's potential upside is already priced in. Irens isn't. That means opportunity for massive returns for IREN when it catches up…↗
Apr 9
InvestmentGuru — The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread -
$RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ↗
Apr 9
Black Panther Capital — @CKCapitalxx Sentiment is wrecked at the moment. But zoom out. $NBIS 1 year up 110%, $IREN only 33%. 5 years $NBIS 500% $IREN 50%. A deal and some progress from management. $IREN w…↗
Apr 9
Dustin — $IREN I would not be surprised that MM has been offloading its shorts in the last two days. Assuming this is the case, this bodes really well for the coming weeks.
Congrats to…↗
Apr 9
Midas — HOLY SHIT
I may have just found the next 10x stock like $IREN / $ONDS and no one has talked about it yet.
Just like I found:
- $ONDS at $1
- $NBIS at $20
- $RKLB at $16
I’ll s…↗
Apr 9
Dustin — $IREN I have $NBIS stock too. Bought and sold as well. NBIS has been doing very well lately especially based on the NVDA and META news. IREN has some ability too if it can meet its…↗
Apr 9
Dustin — $IREN While I like this stock and will hold, it’s been brutal lately. 1st the 50% dip past earnings from $60 to $29, then then the ATM news which is news for growth, then the fall…↗
Apr 9
Dustin — $IREN can support more than 20 additional deals like the Microsoft one, which can eventually translate into over $40 billion in annual recurring revenue. It will take a while for…↗
Apr 9
InvestmentGuru — High-Conviction Long-Term Buying Zone
$SOFI – Fintech growth + profitability expansion story (analysts still see solid upside despite volatility)
$HIMS – Disrupting healthcare…↗
Jason Luongo — 2. $IREN at $36 - AI Data Center Power
$9.7B Microsoft contract with $1.9B prepaid upfront. $2.3B in AI cloud ARR under contract. 150K GPUs deploying this year. 4.5 GW of secured…↗
Apr 8
Black Panther Capital — Serious wealth comes from concentrated conviction, not from owning everything.
I believe these 8 names have the potential to redefine entire sectors:
$AAOI
$NBIS
$IREN
$AMPX
$OND…↗
Apr 8
Black Panther Capital — The market is telling you the same thing in plain English:
Energy shock risk is easing.
Risk assets are catching a bid.
The second-order winners are not the obvious ones.
AI in…↗
Apr 8
Serenity — When is it time for the $IREN bagholders to admit I was right about the:
$6,000,000,000 ATM dilution being a structural overhang?
-> $NBIS is up 48% YTD
-> $IREN is down 13% YTD…↗
Apr 8
Serenity — Did you listen anon?
$AAOI and $AEHR both up 50%+ this week alone.
I post my thesis publicly BEFORE any movement happens and without charging thousands to see stock picks.
If yo…↗
Apr 8
Serenity — @si0xac4742 Yeah a lot of the $IREN investors got mad at me and tried shorting $AEHR or $AAOI...
I think they're just adding fuel to the fire at this point since $AEHR is up 24%.↗
Dustin — $IREN Bernstein reiterates $125 price target on IREN👇
We are Outperform on IREN (PT$ 125). The investment case for IREN is based on a strong 4.5GW power portfolio that allows IR…↗
Apr 8
mon — Global oil prices have fallen sharply and stock markets have jumped after the US and Iran agreed to a conditional two-week ceasefire deal that includes the reopening of the key Str…↗
Apr 8
Midas — I just found the next 10x stock like $IREN and no one is talking about it.
Just like I found:
- $ONDS at $1
- $NBIS at $20
- $RKLB at $16
I’ll share it here.↗
Apr 8
Black Panther Capital — The US and Iran just agreed to a 14-day ceasefire.
Less than 2 hours before Trump’s deadline to destroy Iran’s entire civilian infrastructure.
Here’s what you need to know:
→ Tr…↗
Apr 7
Jason Luongo — 2. Bull Put Spread on $IREN
$IREN at $35.74. Claude pulled both legs for a defined-risk setup:
Sell $30 put (delta -0.24, IV 110%)
Buy $25 put (delta -0.12, IV 125%)
Net credit:…↗
Apr 7
Midas — Reports are saying a deal with $IREN and Anthropic is coming.↗
Apr 7
Black Panther Capital — Tonight at 8 PM ET, the clock runs out on the Iran deadline. While the crowd stares at crude oil tickers, I’m watching the structural plumbing of the AI economy.
The Strait of Hor…↗
Apr 7
Wayne Liang — You can become a millionaire in 2026.
Just follow the right traders on here.
Last year, I nailed:
$ONDS at $0.83
$IREN at $6.30
$CIFR at $3.01
$OPEN at $0.58
And many more.
Yo…↗
Apr 7
Jason Luongo — I'm only going to say this once.
These 12 stocks have the potential to create millionaires by 2028:
$NVDA at $175 → Avg PT $266 (+52%)
$AMZN at $212 → Avg PT $281 (+33%)
$IREN at…↗
Apr 7
Dustin — $IREN The other neoclouds have been securing deals left and right. $IREN Another deal should’ve been announced by now. Are they unable to execute??
Thats cool for them i guess but…↗
Apr 6
Serenity — @BitcoinAIGuy There’s a difference between raising capital like $100m from Northland.
Then getting your equity wiped out by doubling the float with $AXTI or $IREN.
At least with…↗
Apr 6
Serenity — @Kaizen_Investor Yes if you were $GME, $AMC CEO’s a logical choice might be to dump ATMs on a retail shareholders to benefit the company because they would take it.
However $IREN…↗
Apr 6
Serenity — If you’re curious about $AXTI:
It’s down 21% on the new potential dilution news.
Board wanted to add 50M more shares (up to $2B worth to dilute) for shareholders vote in the 14th…↗
Apr 6
Black Panther Capital — I believe the probability is higher that:
$NBIS goes to $300 than stays at $100.
$AAOI goes to $500 than stays at $110.
$RKLB goes to $250 than stays at $65.
$IREN goes to $150 th…↗
Apr 6
Black Panther Capital — H100 GPU rental prices just surged 40% in 6 months.
From $1.70/hour to $2.35/hour. Capacity is effectively sold out across the board. Blackwell lead times are stretching into mid-…↗
Apr 6
KaizenInvestor — @CaesarCapitalz Not selling $IREN for now but I understand the decision.↗
Apr 6
KaizenInvestor — @CaesarCapitalz I’m not selling $IREN for now. We know they got the dilution and need a deal soon. But I see a lot off different opinions on IREN which makes me feel that the stock…↗
Apr 6
KaizenInvestor — @Pramodrwt_ Will probably keep $GOOGL as my anchor holding. Not selling $IREN for now, lot of bad news lately but it can turn quickly with these companies.↗
Apr 6
Jason Luongo — After years of selling cash-secured puts, here's the system that works for me consistently:
The setup I look for:
- Stock on my watchlist that I'd own for years
- RSI oversold on…↗
Apr 6
Dustin — $IREN Iren is ahead of the curve. It has more than 4.5 gigawatts of secured power and a founder-led team that's focused on execution. It designs, builds, and operates its own data…↗
Apr 6
Dustin — $IREN Bernstein maintained its bullish view, reiterating its ‘Outperform’ rating and a $125 price target on Wednesday. Bernstein analysts said IREN has demonstrated a disciplined a…↗
Apr 6
Dustin — $IREN Analyst Confidence In The AI Pivot
Wall Street remains overwhelmingly bullish on the company’s strategic direction. Both Citizens and H.C. Wainwright have reiterated $80.00…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
Apr 5
mon — Plus, $IREN has 4.5 GW of power secured, and they may be able to secure even more soon.↗
Apr 5
KaizenInvestor — Kaizen Portfolio update of March. My portfolio was up 6.9% this month.
My top 4 positions outperformed the rest of my porftolio.
$PL reported great Q4 results and are up 45% th…↗
Apr 5
Black Panther Capital — $IREN 1.4 GW Sweetwater 1 substation in West Texas is energizing in April 2026.
That’s not a future promise.
That’s not a roadmap slide.
That’s a 1,400 megawatt data center comi…↗
Apr 5
Black Panther Capital — 7 years ago I was underpaid and undervalued.
Today my salary is up 265%.
Here’s exactly what I did:
→ Consumed every podcast in the space
→ Applied. Failed. Adjusted.
→ Obsessed…↗
Apr 5
Serenity — @AverageDipBuyer I'm voting for $SOFI over $IREN after reading your comment.↗
Apr 5
Serenity — @qxiAixp I'm not sure about that.
I think the logic behind $IREN's $6,000,000,000 ATM might be more bullish than the 200x case for bankrupt vegan meat companies?↗
Apr 5
Serenity — Who are the smartest investors on X?
In the lineup we have $SOFI, $AMC, $IREN, and $BYND.↗
Apr 4
Serenity — @trademetry Not sure if you realize yet, but stocks are positive sum gain unlike Melania Coin. Everyone benefits long term if someone is right directionally.
It's not exit liqui…↗
Apr 4
Black Panther Capital — @CaesarCapitalz I believe @Agrippa_Inv is the man for this. His deep dives on $IREN is the most read I believe so.↗
Apr 4
Black Panther Capital — The $IREN CEO said something last week that most people scrolled past.
@danroberts0101 called the AI buildout "permanent whack-a-mole."
First the constraint was GPUs. Then power.…↗
Apr 3
Serenity — @SarahLeon28397 I said the same thing about $BKKT at $40 and on the way down with dilution.
Now it’s <$8.
It’s funny that the same $IREN profiles months back where the same…↗
Apr 3
Serenity — Aside from Snapchat, maybe…
$ASST, $IREN, $BKKT?
There happens to be a common denominator sitting on Iren’s Board of Directors.
Famous for dumping excessive ATMs on retail inves…↗
Apr 3
Dustin — 🚨BREAKING: Fire at $IREN Data Center
A suspected electrical fault in a diesel generator sparked a fire during routine equipment testing.
The fire was quickly contained to a sing…↗
Apr 3
Dustin — $IREN is evolving from a regional operator into a scaled AI infrastructure play.
Their Canadian footprint built the foundation—disciplined power sourcing, infrastructure know-ho…↗
Apr 3
Dustin — $IREN fundamentals are solid, will be a leader and run over the next year if not sooner, given the volitility will use some of my winnings for therapy....↗
Apr 2
Wayne Liang — My SOP for finding runners is very simple.
> Spot a hot sector, whether it's sentiment hyped, or there's a catalyst (e.g. sector IPO, Bitcoin rallying); indicating they're "fundam…↗
Apr 2
mon — @Samaltawil With $IREN, I am not worried.
But with $HIMS, it will take time to recover. I think it will move back up once peptides get started. This could be bigger than GLP-1.↗
Apr 2
mon — Great day.
- My two newest position smashed it today.
- $VELO +23% 🤯 & $SATL +18%.
- Note VELO is SpaceX supplier.
+ SpaceX is targetting more than $2tn valuation.
- Very ple…↗
Apr 2
Black Panther Capital — 🚨 I've been warning about this for weeks; a -20% drawdown. This is my last one.
I'm not a doom-poster. I don't do fear content.
This is just the most COMPLETE picture I can give…↗
Apr 2
Serenity — @thekriskay Good to know about the newsletter. Yeah $NBIS is up 5%+ today while $IREN is still red (possibly because of dilution capping upside).↗
Apr 2
mon — 🚨: IRGC attacking Amazon cloud computing center in Bahrain, Iran's ISNA reports.
$IREN, $NBIS, $CRWV, $CIFR.↗
Apr 2
Serenity — @Gubloinvestor The $IREN army is on the receiving end of the 3rd photo.↗
Apr 2
mon — 🚨: Iran Is Drafting a Protocol With Oman to Oversee Strait of Hormuz - Bloomberg.
Market: 🟢
$IREN +1.38%
$SATL +17.86%
$VELO +5.93%
$IBRX +1.54%
$KRKNF +1.68%
$ONDS +4.77%
$OUS…↗
Apr 2
Wayne Liang — I've made multi-millions investing in hot industries and riding these momentum trades.
Last year, I publicly called out Bitcoin mining, AI/HPC, and defense - $IREN $CIFR $BITF $ON…↗
Apr 2
Wayne Liang — $IREN retesting/reclaiming the silver resistance will likely give us our first BD to enter. Next stop would be to reclaim that $42-43 range. Will share updates as we progress. http…↗
Apr 2
Serenity — @CaesarCapitalz If $IREN can monetize their raw assets through capex-light colo or after the dilution is finished.
Otherwise, there's no point of "trusting" in management that hav…↗
Apr 2
Serenity — @VinnyPolansky It does help that tens of $IREN holders create new X accounts just to spam my comments↗
Apr 2
Black Panther Capital — Can you please for the love of god stop your constantly whining on $IREN. Seriously, I love you content. I subscribe. But your beginning to loose credibility after all. This is the…↗
Apr 2
Serenity — @Belfort_Trading $IREN share price doesn’t matter. What matters is marketcap.
The price could be $17 in a few months while MC stays same.
TA’s don’t work when there’s excessive…↗
Apr 2
Serenity — It still baffles me how people are still “Buying the Dip” on $IREN.
Amid their $6,000,0000,000 ATM, diluted and sold into the open market.
Thinking that it will increase their s…↗
Apr 2
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Futures down 1% on a speech. Oil above $106. The IRAN trade is not over.
🔴 $OSS -0.17%
🔴 $IREN -1.51%
🔴 $CIFR -0.40%
🔴 $NBIS -4.35%
🔴 $AAOI -2.87%
🔴 $…↗
Apr 2
Dustin — $IREN Bernstein reiterates $125 price target on IREN. Nothing has changed. https://t.co/PeBoregI4t↗
Apr 2
Dustin — $IREN Motley Fool names IREN along in the same breath/ article with NVDA, to buy.
AI Infrastructure Spending Could Nearly Triple by 2029. Here Are 2 Stocks to Buy.
Even after str…↗
Apr 2
mon — @Ren_aramb Yes, I am planning on buying $IREN.
My highest conviction stock.↗
Apr 1
mon — Every month a rival data center gets delayed is another month $IREN is the one with available compute to sell.↗
Apr 1
mon — Almost half of the US data centers planned for this year are expected to be delayed or canceled.
One big reason is the shortage of electrical equipment, such as transformers, swit…↗
Apr 1
Black Panther Capital — I took a new position recently.
Massively undervalued. Overlooked. No analyst coverage.
Zero volatility. No earnings risk.
Insiders have been quietly accumulating past 6 months.…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Black Panther Capital — Wild time to be alive.
2026 so far:
→ The US bombed Venezuela and captured Maduro
→ The Doomsday Clock sits at 89 seconds to midnight
→ Iran controls the Strait of Hormuz and j…↗
Mar 31
Black Panther Capital — $IREN is only 30% down the last 6 months.
> Now let’s tank the last -20%
> Fill the gap at $24
> Fill our boats
> End the war
> Go up 30%
Announce the deal → move…↗
Mar 30
mon — For the first time ever, I'm hoping $IREN doesn't secure a deal right now. 😅
Wait until the war is over.↗
Mar 30
Black Panther Capital — 👀I’m into growth stocks like $ONDS $IREN $NBIS $AAOI $RKLB $ASTS and these are the EXACT signals I’m looking for:
Most people think the market is selling off because oil is high.…↗
Mar 30
Serenity — Do you guys think there’s only $5,650,000,000 dilution to go with $IREN?
Very surprising that people haven’t switched to $NBIS or other names if you’re long Neoclouds.
One alread…↗
Mar 30
TheValueist — Most of the HPC/neoclouds are getting smoked today. This is not a good environment for them.
$CRWV $IREN $CIFR $HUT https://t.co/8wBUTr8iux↗
Mar 30
Black Panther Capital — I’m seeing a sad trend here in X.
People shaming companies or other people.
Here’s some example:
$IREN worthless play.
$HIMS such a shit co.
$NBIS has no real moat.
$ONDS pure b…↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
mon — $IREN is down -5.04% and trending on Stocktwits.
Not sure why, when $NBIS and $CIFR are both down around 6%. https://t.co/n99YmQ5nrF↗
Mar 30
Wayne Liang — Exactly why I'm waiting on Weekly to flip for $IREN and $CIFR. Fundamentally strong, bullish long-term, but not entering at this moment.
Last year, I publicly shared my multi-mill…↗
Mar 30
Black Panther Capital — I hope you were fast enough to trim in pre-market.
🚨Here’s the zones to watch out for.
$OSS → $6.03
$IREN → $33 or $21
$NBIS → $95 or $79
$CIFR → $11.47
$RKLB → $52
$AAOI → $69…↗
Mar 30
Wayne Liang — Can't tell if $CIFR at $13.75 or $IREN at $35.09 is the better deal... Despite the pullback, I'm waiting until Weekly flips bullish. I'll be sizing in heavily when the time comes.…↗
Mar 30
Wayne Liang — Expecting $IREN to bounce off Weekly support here. Should chop between that 35-45 range until we either dip through support or break through gold zone. https://t.co/uPSXF2eE6H↗
Mar 30
Dustin — $IREN I really wouldn’t get overly excited about a deal announcement at this exact point in time. In this type of market, shaped by macro volatility, bearish sentiment, and geopoli…↗
Mar 29
KaizenInvestor — @SJCapitalInvest I see why. I still think $IREN has the highest ceiling at the moment. The business model and financing involves more risk though.↗
Mar 29
KaizenInvestor — I'm currently at 20% cash, my highest cash position ever. It's not because I sold, but mainly because I haven't added extra cash in a while.
Starting from next week, I will start…↗
Mar 29
mon — The Microsoft deal was a genuinely significant moment for $IREN because it proved to the entire market that the company can land a hyperscaler at scale and actually deliver.
Retai…↗
Mar 29
Serenity — @DamienWong20 There's something called SBC where $IREN executives can issue more shares to themselves.
Take a look at $SNAP, the company awards employees $1B+ every year while sto…↗
Mar 29
KaizenInvestor — The algorithm is the investor's worst enemy.
It feeds you confirmation bias as it shows you exactly what you want to read.
The confirmation bias is one of the biggest pitfalls…↗
Mar 29
Serenity — @GMGoz1x Yes, basically it. I’ve been bullish on $IREN last year.
But with the $6B ATM I’m extreme bearish due to structural overhang. But if they manage to raise all that after…↗
Mar 29
Serenity — @0xInitialAce Cutting at a loss might be better with things like $IREN. So you can chase better opportunities that don’t have capped upside from dilution.
Just my two cents, peop…↗
Mar 29
Serenity — @maxpoop69 Might be helpful to read the post.
Maybe this is why people still think $6B $IREN ATMs are noise and their stock prices are going to go up 10x since they don’t read fil…↗
Mar 29
Serenity — $IREN filed to dilute $6,000,000,000 at a $11.7B MC.
That is not noise.
This is Iren's way to monetize their 4.5GW capacity by selling all those new shares onto the open market.…↗
Mar 28
TheValueist — Unfortunately, GAI CDS is cranking higher again. Overall, negative for the picks-and-shovels long trade. Cutting $IREN was one of my better trades this year; I was in from the teen…↗
Mar 28
Serenity — @BonyBallf2 @Kaizen_Investor $6,000,000,000 dilution and sales into the open market for $IREN is not "noise".↗
Mar 28
Serenity — @BitcoinAIGuy If $PL, the $11B company filed for a $6,000,000,000 dilution, I'm pretty sure everyone would leave their positions.
The reason why $IREN filed for a $6B ATM is beca…↗
Mar 28
Serenity — @LandoInvests I really find it hard to disagree with my assessment.
I said $IREN was accretive long term. But short term holders are the one funding the buildout by getting dilut…↗
Mar 28
Serenity — @futureproof_inv Hyperscalers need power today... not in 5 years time.
That's why neoclouds like $NBIS or $IREN hit that sweet spot where they have a short time period to grow a…↗
Mar 28
Serenity — @Jornka329996 @gude57856 $IREN is out there diluting $6B+ and nobody bats an eye.
$SIVE could potentially dilute $15M-20M to scale up CW laser segments and start growing into the…↗
Mar 28
Serenity — @Kaizen_Investor I saw large potential with $IREN last year.
The reason I flipped bearish is because... who is funding the monetization of their GW capacity? It's existing holder…↗
Mar 28
Serenity — @Leaf0Q1 Sure, I have a lot of respect for the Aschenbrenner, vast majority of his longs like $BE and $LITE are stellar. I haven't really seen a fund like Situational Awareness in…↗
Mar 28
KaizenInvestor — @aleabitoreddit Massive potential on $IREN as will imo. Got the highest ceiling out of the three thanks to their business strategy. It’s the high risk, high reward play in the Neoc…↗
Mar 28
Serenity — My thoughts on $NBIS, $IREN, $CRWV and the current Neocloud market.
One of them ends up as the next AWS in 5 years:
My guess it’s Nebius.
It's not winner takes all (DigitalOce…↗
Mar 28
Serenity — @HAkbarnataj With $IREN, you have $6B in newly minted selling pressure. This ATM is structural overhang in any rally.
If the marketcap is $11 Billion and they're selling up to $6…↗
Mar 28
Serenity — $VCX is down another 40%.
Totaling -62.35% drop in two days.
Good reminder that sometimes it’s good to look at the math….
Behind these names (NAV mismatch), especially with othe…↗
Mar 27
KaizenInvestor — @thomasdevondel I own $IREN and $AMPX from the list.↗
Mar 27
KaizenInvestor — 6. $IREN - 3Y revenue CAGR: 98.8%
IREN Limited is a Sydney-based data center company using 100% renewable energy to power the future of Bitcoin mining and AI cloud services. https…↗
Mar 27
mon — $IREN - "The companies that truly outperform usually have a real advantage that compounds over time. They solve something better, scale it, and build things like network effects, s…↗
Mar 27
Serenity — @rGeQM1SvLq29316 @Blinklebloop $IQE is legitimately in distress but has the highest amount of inherent value (like $IREN GW capacity from Bitcoin mining. Just need to refactor to I…↗
Mar 27
Dustin — $IREN for everyone who is worrying just look at the charts and you will see the whole market is down not just 2-3% even more so don't be like ''the world is ending ''. It is a corr…↗
Mar 26
mon — For transparency, my portfolio hasn’t made any progress this year.
My portfolio is down 0.3% YTD, while the $SPY index is down nearly 5% YTD.
$IREN is my biggest holding. It’s do…↗
Mar 26
mon — $IREN is now down 50% from all time high. 😬 https://t.co/DDfNQ2AVIK↗
Mar 26
mon — Bitcoin is not something you can consistently time. That’s why I’m glad $IREN sells most of the Bitcoin they mine right away.
Even people who live and breathe this market, like To…↗
Mar 26
mon — What a start.
🔴 $IREN -7.19%
🔴 $NBIS -6.09%
🔴 $CIFR -8.06%
🔴 $CRWV -3.85%
🔴 $WULF -6.29%
+ $MARA is up 8% after dumping about $1B of BTC to pay down debt, all while Bitcoin…↗
Mar 26
Jason Luongo — These 10 stocks have the potential to create millionaires by 2028:
$NVDA - AI Compute
$AMZN - Cloud/E-Commerce
$IREN - AI Infrastructure
$HOOD - Fintech
$ZETA - AI Marketing
$ONDS…↗
Mar 26
Serenity — If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the…↗
Mar 26
Dustin — $IREN 17.05% short interest on this ticker. Hedge funds massively shorting every pump. We ain’t going up, but even with that much short interest, those lazy clowns have been tryi…↗
Mar 25
mon — $IREN while some retail investors are panicking over the $6bn ATM, analysts at Arete Research are raising their price targets.
I’ve never been more bullish.↗
Mar 25
Wayne Liang — You can become a millionaire this year.
All it takes is a few proper swing trades.
Last year, I called out:
$ONDS at $0.83 (ran 1560%)
$OPEN at $0.58 (ran 1580%)
$IREN at $6.30…↗
Mar 25
Dustin — $IREN Weak. As I’ve been saying in all likelihood the CEO got greedy and wanted to get a bigger deal than the Microsoft deal in an environment where more competition keeps coming i…↗
Mar 25
Daave “3 and 30” Tepper — $NBIS- Benefits directly given less long-term contracted
$CRWV - Long-term contracted, no benefit.
$IREN- who the fk cares, it's a scam↗
Mar 25
Jason Luongo — I'm only going to say this once. All of these stocks are undervalued right now:
$NVDA at $177 - AI compute leader. Jensen just said $1T in cumulative AI infrastructure revenue thr…↗
Mar 25
Dustin — $IREN why not PR for that?
It literally says they deployed 5.1k gpu’s that would account for 10 % of 50k recent order if included in the batch. Time to compute = achieved. IREN ne…↗
Mar 24
Serenity — @SwellAndFlow It's probably better to chase equity appreciation rather than being structurally capped by $IREN's active ATM.
I think you made the right choice.↗
Mar 24
Serenity — @CoastalInvstmnt I don’t have any open positions in $IREN. Just sharing my thoughts on X↗
Mar 24
Serenity — @SPACMANAGER Points out a fact: “A $6B active ATM structurally caps upside”
$IREN holder: “this is wrong because you’re a loser”↗
Mar 24
Serenity — @bennybigbull Not saying $IREN is going to crash or go down.
My nuanced point is that upside is capped when there’s an active $6B ATM.
So it’s better to just go with equities wi…↗
Mar 24
Serenity — @PizzaLuv Dont worry. This is basically the standard $IREN holder comeback in the comments:
"You make $1560 a week? Well I make $1560 in seven days"↗
Mar 24
Serenity — @StocksAREnuts Buffett buys profitable companies generating enormous amounts of FCF.
$IREN is reverse Bufffett where you’re buying into companies to be diluted↗
Mar 24
Serenity — @NieMehrKrieg Much better opportunities out than $IREN.
If you want the same sector, $NBIS is objectively better when you look at how they finance capex ( $NVDA $2B funding )…
T…↗
Mar 24
Serenity — I’m genuinely impressed there’s people out there holding $IREN.
Imagine getting close to half the market cap…
~$6B eventually diluted, sold into the open market against every sto…↗
Mar 24
Jason Luongo — My Q2 2026 watchlist:
$AMZN - AWS powering OpenAI + Anthropic. $200B capex this year. AI infrastructure backbone.
$IREN - $9.7B Microsoft contract ramping. 150K GPUs deploying. C…↗
Mar 24
KaizenInvestor — @jiahanjimliu Thanks Jim, $IREN will be next.↗
Mar 24
KaizenInvestor — @LandoInvests You should have done the research 😅 $IREN will pump as well. You’ve done the research and build the conviction, that’d the most important part.↗
Mar 24
Dustin — $IREN Since Feb 9th, IREN has bumped against the $44-45 ceiling 5 times only to retreat roughly 10-15% each time. Somebody's making money with this on rinse 'n repeat; Obvious ma…↗
Mar 24
Dustin — $IREN I advise you guys to watch the IREN interview at NVIDIA GTC with the allinpod, very well done by Dan!
"Microsoft's one of our early partners, we signed a $9.7 billion contra…↗
Mar 23
mon — $IREN CEO was asked point blank if OpenAI is a partner.
He said "can't comment." 🧐
OpenAI is one of the largest AI company in the world and the company that started the AI rev…↗
Mar 23
KaizenInvestor — This really is a great listen. Here are some of my key takeaways:
$CRWV CEO - Michael Intrator:
- on the longevity of GPU shelf life: “The concept that a GPU is no longer relevan…↗
Dustin — What happened to $IREN this past weekend?
$IREN nearly touched 38 Friday, did you buy then? https://t.co/wAaxSYGy99↗
Mar 22
mon — $IREN Compute is the moat right now.
Nobody has a clean technical roadmap to AGI. Microsoft, Google, and Meta all have competing theories on how to reach that goal. But every sing…↗
Mar 22
Mike Investing — This kind of pullback within the markets is exactly how generational wealth is made.
Instead of panicking, you should be taking advantage of the dip, & loading these 8 names:
1.…↗
Mar 22
mon — Every time AI gets smarter, it needs about 100x more computing power to run.
So yes, the market is big enough for both $NBIS & $IREN.
We've already gone through two of those jump…↗
Mar 21
mon — going from generative to reasoning requires about 100x more compute, and going from reasoning to agentic is another 100x. That puts total compute demand up roughly 10,000x in just…↗
mon — $IREN Very strong close in a sea of red. 🧐 https://t.co/ptBE3k2jlx↗
Mar 20
Dustin — $IREN is the only fully integrated ai neocloud DC with 4.5GW of power and 1.4GW to be energized next 1-2 mos.
$OPEN is disrupting the housing mkt as the only digital native plat…↗
Mar 20
Dustin — $ONDS
$IREN
$ZETA
$HIMS
In the next 3 years , will any of these explode ?↗
Mar 20
Dustin — $IREN nice recovery today following retails little panic this morning at open. Institutions heavily defending support at 40 and happy to relieve dumb money of their shares. The bul…↗
Mar 19
Jason Luongo — What else you can do once connected:
"Pull my full portfolio with P&L on every position"
"Show me the option chain for $NVDA expiring next month"
"What's the delta and IV on this…↗
Mar 19
Jason Luongo — I'm 34 years old and a self-made millionaire. My March advice:
$NVDA (NVIDIA) - Strong Buy
$AMZN (Amazon) - Strong Buy
$IREN (IREN Limited) - Buy
$HOOD (Robinhood) - Strong Buy
$Z…↗
Jason Luongo — If you follow the smart money, you'll know exactly what sectors to invest in:
AI Compute: $NVDA
AI Memory: $MU
Data Centers: $IREN
Cloud Infrastructure: $NBIS
Networking: $MRVL
Op…↗
Mar 18
mon — 🚨 $IREN: @theallinpod to interview @danroberts0101
This is a big deal. 🤯
Getting interviewed on the All-In Podcast is considered a significant deal in terms of reach, influenc…↗
Mar 18
Kevin Maro — @Agrippa_Inv - checks profile
- "wHy iM aLl iN oN $IrEn
- unfollows account↗
Mar 18
Jason Luongo — Real example from my portfolio:
Last June I bought 5 LEAP contracts on $IREN. $10 strike, January 2027 expiration. Cost me $5.13 per contract. Total invested: $2,565.
9 months la…↗
Mar 18
Jason Luongo — In the last 3 months, $IREN has announced the following:
- GPU fleet expansion to 150K, including 50K NVIDIA B300s
- $3.7B+ AI cloud ARR target by end of 2026
- Horizon 1-4 data c…↗
Mar 17
mon — "If anyone is the next hyperscaler, it’s $IREN."
If you are an IREN investor, @Agrippa_Inv is a must follow account.
Take a look at his latest deep dive on Substack.↗
Mar 17
Kevin Maro — @CaesarCapitalz 🤣🤣🤣🤣 the only good news is it's bringing $CRWV and $IREN down too↗
Mar 17
mon — $NVDA The entire tech world, from big names like OpenAI/Anthropic to young startups, feels like they could grow revenue and their AI "if they could just get more capacity" Huang.…↗
Mar 17
Kevin Maro — @HyperAICapital Yea you don't hear the grandfather of AI ever saying " $IREN will take care of you!"↗
KaizenInvestor — @LandoInvests $IREN CAGR is ridiculous indeed. We have to say they almost had no revenue 5 years ago though 😅↗
Mar 17
KaizenInvestor — I have identified 6 companies with an average analyst upside exceeding 75%.
1. $IREN - Upside: 77.53%
- Datacenter Industry
- Market Cap: $14.93B
- P/E: 39.1
- 5Y Rev CAGR: 200.9…↗
Mar 17
Dustin — $IREN Nebius announced big deal now series of deals will be announced from dc sectors. High chance $IREN will announce one soon. Good that they are holding the announcement as in a…↗
Mar 17
Wayne Liang — @SeanCoggins4 $IREN already has Daily BDs.↗
Mar 17
Wayne Liang — $IREN has breached the gold zone (1D). Weekly sitting right above the gold zone as well... let's see how this week plays out. This could get pretty explosive. https://t.co/aAzJpZjM…↗
Mar 16
mon — $IREN is the only ex-Bitcoin miner to make it to the slide. https://t.co/BqzaS6e0GT↗
Mar 16
mon — What a great day.
- $NBIS secured a mega deal with $META.
- Lifted the whole sector. $IREN +8%, $CIFR +7%.
- Great day for $NUAI +20%, then ended +10%.
- $UAMY had one of its bes…↗
Mar 16
Kevin Maro — @longinvest32 People still bullish on $IREN are just hungry for Mike Alfred’s crooked scamming microcock↗
Mar 16
AlmaCap — $asts
The only thing that matters now is birds in the sky. The defence stuff is good, but for ASTS to fulfill its promise it needs many birds.
Management have proven successful…↗
Mar 16
Kevin Maro — @kevinxu I wonder why $IREN is up today?! Hmmmm $NBIS↗
Mar 16
mon — $IREN investors should be very happy about the $NBIS x $META deal.
IREN is up 6% on external news and has broken out of its downward trend.
If the stock can gradually rise on out…↗
Mar 16
Wayne Liang — $CIFR and $IREN are in the same boat. Weekly is sitting just below the gold zone. Expecting a retest and reclaim this week. https://t.co/xEezqqBm3G↗
Mar 16
KaizenInvestor — $IREN up 6% on the news as well. Investors hope that this is a positive signal for the whole sector.
This deal confirms what we already know. Hyperscalers need power and those wh…↗
Mar 16
mon — 🚨: $NBIS +14% signs new AI infrastructure agreement with $META.
Total contract worth up to $27bn. 👏
Pre-market:
$IREN +6%
$CIFR +5%
$CRWV +6%
Great news.
Very positive to the…↗
Mar 16
Dustin — $IREN Prediction: IREN Could Be One of the Biggest Al Infrastructure Winners by 2028
1. The Institutional "Vote of Confidence" MarketBeat reported last morning that Alkeon Capital…↗
Mar 15
Kevin Maro — @the_real_mccoyy @moninvestor It's not worth putting in energy to argue against people dumb enough to invest in $IREN i'll leave you with this
1. https://t.co/un9NW5LSjD
2. https…↗
Mar 15
Kevin Maro — @moninvestor What debate? the truth is $IREN investors are idiots that have no idea what they’re doing. $NBIS investors are actual humans↗
Mar 15
mon — I’m tired of the constant $IREN vs $NBIS debate.
Agree to disagree or just buy both. https://t.co/NLn5k5yUoY↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 14
mon — my current portfolio.
LONG-TERM: $HIMS, $IREN, $ONDS & $KRKNF
MEDIUM-TERM: $OUST, $UAMY, $TE, $VELO & $OSS
SHORT-TERM HOLD: $NUAI & $ALMU
YTD: +11.10%
S&P 500: -3…↗
Mar 14
mon — My 2025 YTD return was 447.18%, achieved without using options or leverage.
This kind of performance is possible.
I reached it because two of my long-term holdings, $HIMS and $I…↗
Mar 13
mon — $IREN this is the definition of Jevons Paradox.
Jevons paradox is the observation that as technology makes a resource more efficient to use, total consumption of that resource ten…↗
Mar 13
mon — @unfathomed @YungAds_ This is why I just focus on the best. $IREN.↗
Mar 13
Dustin — $IREN excellent performance today! 39-40 is becoming solid bottom. market tanked, iren stood tall. unfortunately, swings will be rough until the deal.
Also,acting very strong af…↗
Mar 13
mon — My Long-Term Portfolio:
$IREN, $HIMS, $ONDS and $KRKNF.
> IREN is my top holding and represents more than 50% of my portfolio. I plan to keep it as a core position until it reach…↗
Mar 12
KaizenInvestor — The ATM trend continues: Following $IREN's massive $6B ATM offering filing, $AAOI has followed suit, filing for its own $250M ATM.
Do you know what an ATM actually is, and why it…↗
TheValueist — Outstanding call by @aleabitoreddit . Yesterday was a fantastic day to take profits on $IREN and redeploy capital to the GAI TMT 4 Horsemen ( $NVDA $MU $SNDK $LITE) and other core…↗
Mar 12
mon — There are simply no other companies like $HIMS, $IREN, $ONDS, and $KRKNF.↗
Mar 12
mon — $IREN It’s only a matter of time before IREN secures a much bigger deal.
CEO - "What makes IREN different is that we’re vertically integrated. We control the full stack: land, gri…↗
Mar 12
Dustin — $CRWV $NBIS $IREN Jump as Oracle Earnings Ignite AI Cloud Infrastructure Rally
AI cloud infrastructure companies surged Wednesday, with NBIS jumping more than 17%, CRWV rising ab…↗
Mar 11
KaizenInvestor — @CarsonTalkMoney $IREN, $OUST, $HIMS. All +10%↗
Mar 11
mon — What a day.
- $NUAI smashed it +16.63%.
- $IREN had a great day +10.13%.
> While $CIFR only +1%.
- Little known stock $OUST +10.64%.
- $HIMS is just getting started +10.27%.
- $…↗
Mar 11
Michael Sikand 🦑 — The Neocloud winner was already obvious based on their CEOs.
$IREN Aussie banker bro backtracking from BTC.
$CRWV Gas trader turned ETH miner who got wiped + then had spare GPUs…↗
Wayne Liang — Our Blue Diamond caught $CIFR at $3.01 and $IREN at $6.30. Posted about it on X shortly afterwards.
$CIFR ran to $22 and $IREN to $68 before we got the sell signal. 7x and 11x fro…↗
Mar 11
Wayne Liang — Fundamentals will tell you to buy $CIFR and $IREN. Technicals will tell you when. Waiting on the next BD to size back in. https://t.co/mLSj6Vif18↗
Mar 11
mon — $IREN back to $40. 🟢 https://t.co/E0Xuq7of0G↗
Mar 11
KaizenInvestor — @moninvestor Beyond raw capacity, $IREN’s 100% renewable energy creates a dual moat: bypassing grid bottlenecks while satisfying hyperscalers' ESG mandates.↗
mon — $NVDA describes AI as a five-layer stack: energy, chips, infrastructure, models, and applications.
The key point is that energy sits at the base. Every time an AI model generates…↗
Mar 11
Dustin — $IREN The Signal: We are now on March 10, and IREN has still not released its Monthly Investor Update (historically out by the 8th)
At this point market is not tilting one way or…↗
Mar 11
JC Investing — @ZeekTyt @InvestingAddict $IREN I see get thrown around a lot↗
Mar 10
mon — $ORCL - "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have r…↗
Mar 10
Dustin — $IREN gamma squeeze at 40.13 if we can hold. Looks like we may have to wait another day for the announcement. Whales are vacuuming up every share front running the announcement↗
mon — Great start to the day. 🟢
My portfolio:
$IREN +1.13%
$NUAI +0.22%
$ONDS +3.81%
$UAMY +11.67%
$OUST +12.75%
$KRKNF -2.21%
$HIMS +7.85%
$TE +12.43%
$OSS +5.5%
$ALMU +5.5% https://t…↗
Mar 10
mon — Why I own $IREN and $NUAI?
Because power capacity is going to be one of the defining constraints on AI data center growth over the next several years.
AI models are consuming ex…↗
Mar 9
mon — Great day today.
- $HIMS ended up 40%.
- Huge respect to the bulls who stayed invested.
- Great day for the data center stocks.
- $IREN & $CIFR +5%.
- Best performer today: $KR…↗
Mar 9
KaizenInvestor — @LandoInvests I still have my $GOOGL shares. It always depends on the porftolio, but a 60% gain is always good to take on such big companies. Aren't you full ported in $IREN at the…↗
Mar 9
mon — @Beth_Kindig Very bullish on $NUAI & $IREN.↗
Mar 9
Dustin — $IREN IREN co-CEO
"We've raised $9.3 billion in the last eight months through prepayments, convertibles, GPU leasing, GPU financing. So it is about optionality and discipline ……↗
Mar 9
mon — $IREN - The strategy has remained consistent.
- Secure power.
- Build data centers.
- Bring GPUs online.
- Sell compute.
In a market where demand continues to exceed supply, e…↗
Mar 9
KaizenInvestor — Sometimes, investing is more about what isn’t said than what is.
I haven’t heard a professional analyst raise concerns over the $6 billion $IREN atm.
I don’t see any reason to p…↗
Mar 9
mon — $IREN CEO - There are essentially no operational GPUs sitting idle anywhere in the world.
In other words, the bottleneck in the AI compute market is supply. This shows why IREN po…↗
Mar 9
mon — $IREN - Not a single analyst raised concerns about the ATM, yet over the weekend retail investors on X were panicking about it.
I'm happy that one thing made very clear is that a…↗
Mar 9
mon — $IREN On $6BN ATM, what the CEO Dan Roberts explained on Spaces is that the ATM is simply a financing tool that gives the company flexibility, not a commitment to issue $6B of stoc…↗
Mar 9
KaizenInvestor — For those who are looking for a summary on the $IREN space of last night.↗
Mar 9
mon — You know what? I just realized something.
The three most popular stocks on X right now..
The three everyone’s talking about...
I bought them before they were even on anyone’s rad…↗
Mar 8
mon — "Won't $IREN dilute everytime the stock goes up?".
The short answer is yes, they will issue shares when the stock is strong. That is exactly what a capital-intensive infrastructur…↗
Mar 8
mon — The idea that $IREN plan to dilute shareholders by 50% is misleading. IREN does not need the money right now.
Please do your own research and make up your own mind.
The key facts…↗
Mar 8
KaizenInvestor — Anyone who can share me the link to the recorded audio?
So the European $IREN investors can listen to it tomorrow morning.↗
Mar 8
KaizenInvestor — @StockSavvyShay @FuturumEquities The fact that $IREN has those GPUs, and the contracted power available, is a huge edge over the competition.↗
Mar 8
Wayne Liang — Once there's war de-escalation, we'll rally.
Make sure you're watching these stocks:
$FLY
$ASTS
$RKLB
$ZETA
$IREN
$CIFR
Then the next move most people will miss:
Shortly after…↗
Mar 8
Wayne Liang — $IREN is one of the few tickers I'll be sizing in on when BDs appear again. Currently sitting right above daily support, not particularly bullish until de-escalation. https://t.co/…↗
TheValueist — $IREN Read from my new and improved Analyst Agent. This is a real position I have on.
———-
Serenity's thesis is directionally correct, and the timing of this post matters — he's w…↗
Mar 6
Dustin — $IREN
1）Cantor note
2）H.C. Wainwright reiterates “Buy” and maintains $80 price target.
With a high beta stock like this, you could probably expect a 4-5 % drop just based on t…↗
Mar 5
mon — Investors are starting to connect geopolitics with AI infrastructure in the same way energy markets reacted to conflicts in the past.
When something becomes strategically critica…↗
Mar 5
mon — $IREN dilution will likely be accretive over time.
There have been many takes on the new $6B ATM. I’ve read most of them, but the simplest way to think about this is to look at th…↗
Mar 5
mon — $IREN - The key facts about the ATM:
> The company expanded its at-the-market equity program to up to $6 billion, replacing the prior $1 billion ATM.
> The previous $1B facility…↗
Mar 5
JC Investing — If you had $100,000 to invest today.
A) $HOOD
B) $IREN
C) $SOFI
D) $ZETA
Which one are you choosing?↗
Mar 5
KaizenInvestor — Lots of different views on the $IREN news.
My take leans bullish on IREN’s pivot, though I understand the warnings some investors give right now.
The $6 billion ATM is a bitter…↗
Mar 5
Dustin — $IREN new target is $82. Enjoy! Hope you shorts fry!!! https://t.co/ll6HEiebl2↗
Dustin — $IREN considering the strong cash position relative to stated operations, the increased ATM cap suggests capital for projects outside the scope of what's been discussed. Like Sweet…↗