This one’s for Johnny Hockey ❤️

Vertical integration sets $IREN’s AI Cloud platform apart. Construction discipline is what makes it possible. In British Columbia, Texas, and soon Oklahoma, we’re building the future of AI infrastructure end-to-end: from grid-connected power to data centers to compute.

Power → data center → compute.

$CRWV has 3.1 GW+ contracted power and is guiding $30b+ ARR in 2027 $IREN has 4.5 GW, AND it’s trading 70% lower than CRWV today, but doesn’t have to pay colocation fees. Is it really that simple? If so, $IREN can 7-15x within 3 years

To meet growing demand for our vertically integrated offering, $IREN is expanding to 150,000 GPUs with the addition of 50,000 @NVIDIA B300 GPUs. Time-to-compute is increasingly important in today’s AI Cloud market and this expansion positions $IREN among the largest AI

New Cantor note: IREN Raising Targets after GPU Purchase

Tyler “Investors are looking for something to be scared about” this is exactly how I feel with the current market. There is to much doom and gloom here on X, ignore the noise and listen Tyler… does he sound worried to you? Stay patient, stay long, ignore the noise $CIFR $IREN

BitcoinAIGuy Nscale: $14.6B private valuation. 30 MW operational. Pre-revenue. 1.3 GW pipeline. $IREN: $12B public market cap. 910+ MW operational. $184M/quarter revenue. 4.5 GW secured. $9.7B MSFT contract. 1.4 GW energizing next month. IREN has 30x the operational capacity at a lower

NVDA gets $2 billion worth of stock in NBIS (~9% dilution) and the stock rips, but IREN mentions the optionality to dilute (potentially at higher prices) and gets sold off week before. Market logic is wild. Nebius, CoreWeave, Cipher, Terawulf, Core Scientific—they’ve all traded

And create some $IREN

$IREN is one of one! Same with Frans Bakker

I don’t get people in their 20-30s obsession with owning home. I am just trying to have 10 million dollars worth of $IREN shares

The history of computing suggests that faster and cheaper compute expands demand rather than containing it.

Everytime Jensens speaks the more bullish I get on IREN Cloud $IREN $NVDA

I don't see anyone calling for 300k BTC this year which makes me believe it is going to happen. BTC has a way of doing what the least amount of people expect. Don't fade “Coosh” Alemzadeh $BTC

As a follow up to my 𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 post. Childress can hold ~154k B300. Current guidance reflects 17k at Childress. 154k-17k=137k incremental B300 GPUs that require lower cap ex retrofits and come quicker to market. Current guidance is ~$3.7B The 137k GPUs will result in ARR

Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. There are no guarantees of anything in life but IREN has all the right ingredients. Let's freaking go.

Exactly a year ago I wrote this predicting both $CIFR and $IREN would sign hyperscaler deals. Total non-consensus view at the time. Price action sucked and got even worse into early April. Watched so many capitulate. $CIFR was $2.92 ➔ +367% $IREN was $7.15 ➔ +472% To make