BitcoinMiningStockGuy (@thebtcminingguy) 's Twitter Profile
BitcoinMiningStockGuy

@thebtcminingguy

BTC class of โ€˜13, compute capitalist, megawatt mule, winning maximalist, #MiningMafia founder

ID: 954815000371015680

linkhttps://bitcoin.org/bitcoin.pdf calendar_today20-01-2018 20:36:50

43,43K Tweet

19,19K Followers

2,2K Following

mon (@moninvestor) 's Twitter Profile Photo

$IREN PT raised to $105 at Compass Point. The stock has now received three price target upgrades above $100 so far. ๐Ÿง Recent PT Upgrades: 1. Cantor Fitzgerald raised PT to $142 from $100. 2. Bernstein raised PT to $125 from $75. 3. Compass Point raised PT to $105 from $50.

$IREN PT raised to $105 at Compass Point.

The stock has now received three price target upgrades above $100 so far. ๐Ÿง

Recent PT Upgrades:
1. Cantor Fitzgerald raised PT to $142 from $100.
2. Bernstein raised PT to $125 from $75.
3. Compass Point raised PT to $105 from $50.
Ben Bajarin (@benbajarin) 's Twitter Profile Photo

From a chief datacenter architect at Microsoft. "I don't think you can overbuild (datacenter) capacity. I don't think we're going to be at a tipping point of overbuilding until 2029, 2030."

From a chief datacenter architect at Microsoft. 

"I don't think you can overbuild (datacenter) capacity. I don't think we're going to be at a tipping point of overbuilding until 2029, 2030."
Beth Kindig (@beth_kindig) 's Twitter Profile Photo

Meta $META CEO Mark Zuckerberg on capacity and AI superintelligence: โ€œI think that it's the right strategy to aggressively frontload building capacity so that way we're prepared for the most optimistic cases.โ€

Jarron Jackson (@jarronjackson4) 's Twitter Profile Photo

Lolโ€ฆ so Reggie Smithโ€™s (Jp Morgan) best trade over the last three years has been trading in and out of IREN (197% return). After the last earnings call, he sold and slapped a $24 downgrade on the stock clearly hoping to scoop it back up cheaper. Fast-forward to todayโ€™s 13F

Lolโ€ฆ so Reggie Smithโ€™s (Jp Morgan) best trade over the last three years has been trading in and out of IREN (197% return).

After the last earnings call, he sold and slapped a $24 downgrade on the stock clearly hoping to scoop it back up cheaper.

Fast-forward to todayโ€™s 13F
BitcoinMiningStockGuy (@thebtcminingguy) 's Twitter Profile Photo

Sup GLXY bulls, $GLXY is open to speak on a Mining Mafia Space on November 17 around 2:00pm est. Any guest speakers/analysts from the $GLXY community interested in participating?

Dan ๐Ÿš€ (@mcf_dan) 's Twitter Profile Photo

$IREN valuation math: Today = early innings of AI Cloud ramp. Current fair value โ‰ˆ $105/share (based on 2026 ARR targets, discounted for execution). As the Microsoft contract revenue hits, Sweetwater ramps, and 140K GPUs go live: $160+ by late 2026 easy. Remember $IREN is

The God Particle (@_sgr_a_star) 's Twitter Profile Photo

$IREN On cloud nine! ๐Ÿšจ๐Ÿšจ๐Ÿšจ Macquarie has reiterated their "Outperform" recommendation and updated price target from $86 to $95. ๐Ÿš€๐Ÿš€๐Ÿš€

$IREN On cloud nine!

๐Ÿšจ๐Ÿšจ๐Ÿšจ

Macquarie has reiterated their "Outperform" recommendation and updated price target from $86 to $95.

๐Ÿš€๐Ÿš€๐Ÿš€
HYBitcoin (@hybitcoin) 's Twitter Profile Photo

$IREN Another trustworthy Mining Mafia OG. Do not Fade Dan! $160 2026 price estimate with math!๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ

DNV999 (@dnv99999) 's Twitter Profile Photo

Cantor Fitzgerald Reports $IREN Target Price of $384 by 2028, if IREN Targets and Transforms All Its MW into AI Data Centers

Cantor Fitzgerald Reports $IREN Target Price of $384 by 2028, if IREN Targets and Transforms All Its MW into AI Data Centers
Ash (@ashmyrs1) 's Twitter Profile Photo

$IREN : A COLOSSAL 2026 AWAITS ๐Ÿ“ˆ Microsoft: $9.7 billion AI cloud contract announced earlier this week cementing $IREN as a trusted provider of the fully vertically integrated AI cloud service. $IREN has demonstrated to the market their ability to secure contracts with an

$IREN : A COLOSSAL 2026 AWAITS ๐Ÿ“ˆ

Microsoft: $9.7 billion AI cloud contract announced earlier this week cementing $IREN as a trusted provider of the fully vertically integrated AI cloud service. $IREN has demonstrated to the market their ability to secure contracts with an
Brian Fry (@brianfry01) 's Twitter Profile Photo

Great analysis by Kamahsutra. $IREN has a significant unfair advantage: โ€œWith this deal, IREN may have just thrown down the gauntlet, showing that they can make these kinds of deals work because they own their entire vertical from the dirt up, whereas the competition would

Kent (@kentekasak) 's Twitter Profile Photo

$IREN is an AI macro play, and its performance is deeply tied to the AI cycle. If you see it otherwise, youโ€™ll end up crafting the wrong strategy and playing with the wrong playbook โ€” trading in and out for small gains while missing the potential 5โ€“10x upside that comes from