IREN IREN Limited

Jensen Huang just confirmed the AI correction is noise. Speaking with Bloomberg in Berlin. For power-and-AI infrastructure names - $IREN $CIFR $WULF $KEEL $SLNH - this is the clearest signal yet that demand visibility remains intact. The real constraint is no longer just GPUs. It’s power, interconnect, and time-to-power. Behind-the-meter platforms with contracted capacity sit at the center of the next leg of the buildout. Recent multiple compression has been indiscriminate. High-quality capacity providers with visible pipelines are being priced like pure speculation. Huang’s “we’re at the beginning” framing reinforces the multi-year duration of the cycle. Focus remains on power pipeline, offtake progress, and execution capacity - not the daily tape. 😎

$IREN sponsorships, share buybacks, what does that tell you? they have more money than the capex required for data center build out and business operations

Power is the #1 bottleneck in the AI buildout. Morgan Stanley midpoint scenario: U.S. data centers need 160 GW by 2029. After subtracting DCs under construction (21.8), utility grid access (36.2), BTM turbines (22.8), and nuclear (2.8), a 76.5 GW net shortfall remains - nearly half the demand. You can scale GPUs and capital fast. Electricity takes years. That’s why companies with secured power and the ability to convert it into live AI capacity have the edge: $IREN $CIFR $WULF $KEEL $SLNH. Power is the scarce asset. These names already control it. Holders and new buyers both win as scarcity drives value higher. 🔋💰💸

$IREN $CIFR $NBIS Satistically speaking we should reverse tomorrow/this week. Have had 16 out of 18 red days. Can’t just bleed forever

$IREN People are quick to forget the last sell off cycle with AI when it went on a long run from right around these levels. The sky was falling much in the way it's falling now. AI stocks will rebound some on Monday, bet. Call me out if I'm wrong, I ain't going anywhere at this price.

🚨 $IREN x REAL MADRID ⚽️ IREN has officially become a sponsor of Real Madrid, one of the world’s most recognized football clubs! 🤝 Why it matters: The partnership could boost IREN’s global brand visibility as it continues expanding its AI and data center business. $IREN $NVDA $MSFT $DELL $VST

$IREN tired of blocking idiots.. on the other hand i do understand colleagues investors/traders. losing $ is a very unpleasant thing. fear blocks all common sense, panicking retail does stupid things. i wish retail would learn being patient and stop checking their ports every minute...especially on the days like these. and those that make fun of people in trouble...well, karma is a bitch. stay strong, team. nobody has cancelled AI. it will get stronger and bigger.

$IREN my wife works in logistics for the semiconductor industry. Does business with $SMCI $SPCX $TSM etc. They are suppliers and can’t keep up with everything these companies want to buy! Bubble or do the numbers take time? $TSM is about to triple operations in Phoenix and has a job board filled with open positions. This is a hiccup it sicks I lost enough for a new Toyota truck today and she even said maybe sell today and I was like this is the same kind of dump the market took around trumps tariffs and came roaring back.

$IREN Grok on the looming correction and the question of whether or not to go all in on puts-“When everyone expects a big correction, it is often already priced in via cash and hedges. That can exhaust sellers and let markets climb a wall of worry instead. The anticipated drop frequently fails to arrive or stays mild, while surprises do the real damage. Far more money has been lost preparing for corrections than in the corrections themselves.”

$IREN if they weren’t in a good financial position they wouldn’t make another partnership. They are expanding in Europe. And for those who don’t know who is Real Madrid. Go do your research. They are the biggest soccer team in Europe. And when I say the biggest I don’t only mean in terms of popularity and titles, but financially too. It’s like an empire in the sport world and I’m not exaggerating

$IREN even if they sponsored a team, do you believe they would do this if their struggling financially? I believe they are flush with cash and this is good pr for them.😎🚀🚀🚀

$IREN over half of IREN market cap is free cash... their prepayment structure essentially equals 0% interest loans to fund capex... and they own 5+ GW of grid to build and connect to... in a premium energy market state... yes they need to come through on checkpoints and deliver... btw their CEO stimulus packages are based on shareholder value and have a 2-year runoff meaning they need to maintain that shareholder value until 2033 to collect... but these dumb fucks will keep telling us about how it's trading on liquid this weekend 😅

$IREN heads up…Microsoft has pulled out of Nscale data center deal since they can’t get enough power. That just shows that the data centers with power will be more in demand

$IREN Everything depends on macro tomorrow. I hope oil and bond dont go crazy. Iren is well positioned

After yesterday's dead cat bounce, AI names back to getting slammed $IREN -11.9% $CRWV -13.6% $SMCI -10.1% $NBIS -12.9% $ORCL -5.0% CIFR -11.6% APLD -11.7% WULF -8.4% CORZ -7.1%

$IREN market crash is here guys it was a great run for America. No more superpower status :(

$IREN Watching Real Madrid vs Sevilla and what a surprise IREN sponsorship. The business clearly isn’t bad. Getting your brand on the Bernabéu isn’t something just anyone can do.

$IREN To those that don't know the world is way bigger than the US: REAL MADRID is the NUMBER 1 and most influential sports institution in the planet, that's planet earth, not planet US. Sport Teams Global Fanbase & Reach: Real Madrid: 450M Los Angeles Lakers: 68M Golden State Warriors: 64M Annual Revenue: $1.3B - The highest verified, audited annual turnover ever recorded by any sports team. RESPECT 😉

$IREN Excellent news; high-level business deals in Spain are conducted in the VIP box at the Bernabéu. Its president, Florentino Pérez, is the largest data center contractor in Spain.

$IREN I have never ever heard such ultra bullshit that the 'Black Monday' thing will be happening again, just because it did 39 years ago on the same date...! Grow the fk up pls...