Sami Nykänen

Tech investor chasing 10x stocks & HODLing BTC | AI & disruptive insights | Code, keto & ice baths fuel my edge | Sharing stock picks & growth strategies

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

New $IREN Deep Dive

Our new $IREN deep dive is finally live!

It's honestly the most comprehensive report we have ever released and something I'm firmly convinced will age like fine wine.

Even though it goes into great depth, it's written in a way that virtually every investor can understand. I purposefully went light on industry and finance jargon, and whenever I did use technical terms I made sure to explain them properly.

This time around I've also unlocked the entire first chapter for free Substack subscribers to read.

So if you're on the fence, I encourage you to read the first pages to get a sense of the depth and analytical quality you can expect from the rest of the deep dive.

I'm sure every $IREN shareholder, analyst, or investor curious about the company will derive great value from this deep dive.

I very much appreciate everyone's patience. This one took a while.

Enjoy! ✌️

https://t.co/HUkfni8Ltf

[Sami Nykänen @FatBurningBeast]

Spot on! Fasting = metabolic flexibility in action 👇
24h+ fasted, zero intake.
5km run + 95s ice plunge + walk.
Blood sugar ROSE (slightly from 4.0 → 4.2 mmol/L for demand), ketones SOARED 2.5 → 3.0. No crash, just precision fuel from body fat. Evolution nailed it. Full n=1 thread: https://t.co/qGjdU1XceR

[Sami Nykänen @FatBurningBeast]

Exactly! Demand-driven GNG in action 👇 Fasted 24h+, zero intake. Did 5km run + 95s ice plunge in Jyväskylä winter + walk home. Glucose ROSE from 4.0 to 4.2 mmol/L, while ketones climbed 2.5 → 3.0. GKI improved to 1.4. Body made its own glucose precisely when needed — no calories required. Metabolic flexibility! Full n=1 thread: https://t.co/qGjdU1XceR

[Sami Nykänen @FatBurningBeast]

6/6 Big takeaway:
Fasting ≠ zero glucose.
Ketosis ≠ crashing blood sugar.
A metabolically flexible body raises BOTH glucose and ketones on demand. That’s not a bug — it’s a superpower.
Data: Keto-Mojo.
Similar experiences? 👇 #keto #fasting #metabolicflexibility

[Sami Nykänen @FatBurningBeast]

1/6 The "impossible" keto data 🥶🔥
24h+ fasted. Hard training yesterday. Zero food/drink today.
Ran 5km, ice swam in Jyväskylä winter, walked home.
And my glucose went UP — while ketones soared even higher.
How your body manufactures fuel on demand. N=1 experiment 🧵👇

[Sami Nykänen @FatBurningBeast]

5/6 Your body’s internal factory kicked in:
• Gluconeogenesis (liver makes glucose from protein/glycerol)
• Cori cycle (recycles lactate from muscles)
• Adrenaline surge from cold + exercise: "Liver, release fuel NOW!"
Brain/red blood cells get precise glucose.
Muscles stay on ketones/fat.
Hybrid engine perfection.

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders

For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack "software orchestration".

Well, it turns out that all of these doubts were severely mis-guided.

Investors who did extensive research and analysis of the AI sector understood that it was always just a question of time — not merely because $IREN "has the power", but because they have world-class engineers and a one-of-a-kind CTO in Denis Skrinnikoff.

Combine that with excellent leadership at the top & this was a forgone conclusion.

Now keep in mind, this multibillion $ deal — which, on the surface, appears to have a very strong ROIC profile — barely encompasses 300 MW (gross) of $IREN's ~3 GW power portfolio.

There will be many more deals, whether in hyperscale cloud contracts or in the form of high-yielding “premium” colocation partnerships.

This is truly just the beginning...

Congrats @danroberts0101 & Team. Couldn’t be prouder as a shareholder today! 👏🎉

[Frans Bakker @FransBakker9812]

$IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT

[Sami Nykänen @FatBurningBeast]

🚀 $OPEN is showing serious conviction! CEO loading up on shares + execs scrapping 10b5-1 plans = strong insider confidence. With Opendoor’s tech-first iBuying model streamlining real estate and rate cuts fueling housing demand, long-term upside looks 🔥!

[Shrisha @shrisha]

We're all in on the long-term opportunity at $OPEN. Actions speak louder than words: I'm personally buying more stock, and all members of our executive team have canceled their 10b5-1 selling plans.

[IREN @IREN_Ltd]

$IREN is pleased to announce an expansion of its AI Cloud business.

Purchase of 4.2k NVIDIA Blackwell B200 GPUs
- Initial commitment made from cash, financing conversations underway
- Deploying at Prince George data center
- Expands AI Cloud to approximately 8.5k GPUs

$102m in financing secured for prior GPU purchases
- 36-month lease
- 100% of the purchase price
- Lease payments calculated utilizing high single digit interest rate

Press Release: https://t.co/ZcZc8hFEPj

[Sami Nykänen @FatBurningBeast]

Inspired by @ericjackson's calls on $IREN, $CIFR, and $OPEN! Here’s why:
🔋 $IREN & $CIFR: Top-tier Bitcoin miners with low-cost energy, cutting-edge hardware, and vertically integrated operations (land, power, GPUs). Their green energy focus and prime locations give them a massive edge. With power as the new bottleneck - AI data centers need 5GW, like a small city, plus high-speed fiber - their pivot to AI/HPC screams growth. 5+ year HODLers could see epic returns. I’m holding to 2030+!
🏡 $OPEN: Opendoor’s AI-driven iBuying is shaking up the trillion-dollar housing market. New leadership, cost efficiencies, and Fed rate cut tailwinds fuel its retail boom. But execution is critical: fundamentals need close scrutiny. I’m cautiously bullish, eyeing progress.
Up +40% on $CIFR, +80% on $IREN, +100% on $OPEN. Adding monthly, raising cost basis.
Thanks, Eric, for the spark! 🔥

[Eric Jackson @ericjackson]

Just went live on TV with @cvpayne on @foxbusiness 🔥 Broke down why $OPEN, $IREN, and $CIFR are 100-bagger plays. And why I want @Drake to roll with the $OPEN Army to flex on Kendrick. Let’s ride. 🚀

[Sami Nykänen @FatBurningBeast]

$OPEN to $80+? Your $GME / $AMC call was legendary, and this might be the next big play! Retail buzz is electric - breaking $5 could ignite a short squeeze (~20% short interest).
Fundaments? Opendoor’s AI-driven iBuying disrupts a $1.6T housing market, with new leadership and cost cuts driving momentum. Fed rate cuts and a housing rebound add fuel. $OPEN’s low P/S (0.5×) feels truly undervalued. Watch $5 for liftoff!

[Chris @itsCblast]

I WAS ONE OF THE FIRST TO TAKE OPTIONS ON $GME $AMC IN DEC 2020 GOING OVER 20,000%+

ENTERING THE WEEK BEFORE THE RALLY STARTED 🎯

5 YEARS LATER, AFTER EXTENSIVE RESEARCH, I HAVE FINALLY FOUND THE NEXT TO RUN AND EXPECTING A MOVE FROM $5 TO $80+

BE READY WHEN $OPEN BREAKS $5

[Sami Nykänen @FatBurningBeast]

Absolutely agree - $IREN has moonshot potential written all over it! TeraWulf’s $3.7B AI hosting deal with Fluidstack (Google-backed!) sent $WULF soaring ~50% intraday, proving the market is hungry for miners landing hyperscaler partnerships.

IREN’s projected 2 GW at Sweetwater by 2027, backed by 100% renewable energy, makes it a prime candidate for a $WULF-style deal. That kind of clean, scalable infrastructure is exactly what sustainability-focused hyperscalers are chasing.

Let’s talk numbers: If IREN secures a deal similar to WULF’s - say $370M/year with 85% NOI margins - that could conservatively justify a $50–$100/share valuation. And if the market starts pricing in future growth and scarcity of energy assets? $200+ isn’t out of the question. Truly a Picasso at a garage sale.

Also worth watching: CIFR. With 2.5 GW of power agreements and a debt-light balance sheet, it’s well-positioned to pivot into AI/HPC hosting. Both IREN and CIFR are sitting on rare energy infrastructure that hyperscalers are scrambling to lock down.

The catch? Execution risk and rising competition could slow the rerating. But the setup is there.
The rerate is coming.

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

When $IREN lands a $WULF style deal for the 2GW at Sweetwater, my math says $200+ per share.
This would be one of the biggest reratings in market history, a true Picasso at a garage sale.

[Sami Nykänen @FatBurningBeast]

$IREN just outmined $MARA, the "largest" Bitcoin miner with a 5-year head start? Mind blown!

Here’s why $IREN’s crushing it:
🔧Elite Efficiency: $IREN’s 50 EH/s churned out 728 BTC in July, beating $MARA’s 703 BTC (59 EH/s) and $CLSK’s 671 BTC (50 EH/s). Its 15 J/TH fleet efficiency is top-tier, squeezing more BTC per watt than competitors’ older rigs.
⚡️Rock-Solid Uptime: 97% uptime (per Jefferies) means $IREN’s mines run like clockwork. Advanced software optimizes ASICs, predicts maintenance, and balances energy loads, leaving $MARA and $CLSK in the dust with outages or inefficiencies.
🌱Green & Cheap Power: $IREN’s 100% renewable energy (hydro-powered) slashes costs to ~$22.86/BTC, boosting margins (70–77%). $MARA and $CLSK mixed energy sources can’t match this cost edge.
💻HW + SW Synergy: State-of-the-art ASICs paired with proprietary software for real-time monitoring and pool optimization make $IREN a technical beast. Its HPC/AI pivot shows it’s not just a miner - it’s a compute king.
👑$IREN’s operational excellence, low costs, and green cred make it the undisputed Queen of Mining.

Now, this Queen is seizing a massive slice of the AI pie, powering the future with her GPU-driven compute kingdom!
Bullish? I'm not bullish enough!

[BitcoinAIGuy @BitcoinAIGuy]

$IREN outmined MARA, the “largest” bitcoin mining company in the world in July… that had a 5 year head start?

YOU ARE NOT BULLISH ENOUGH!! WHO COULD HAVE POSSIBLY SEEN THIS COMING???!???

$IREN with 50EH/s mined 728 BTC.
$MARA with 59EH/s mined 703 BTC.
$CLSK with 50EH/s mined 671 BTC.

[Sami Nykänen @FatBurningBeast]

Markets crashed Friday after a dismal US jobs report (73k added vs. 100k expected, also May/June revised down 258k) and Trump’s tariff bombshell reigniting trade war fears.
Recession looming? Possibly. WW3? I don't think so.
AI/HPC demand is poised to explode over the next 5 years - mining & AI infra will be the backbone.
Hyperscalers are projected to pour ~$380B into AI capex in 2026 alone! My picks: $IREN (70%) & $CIFR (30%) for their elite efficiency, AI/HPC pivot, green energy focus, and killer energy pipelines. $IREN (<$4B mcap) & $CIFR (<$2B mcap) have nailed execution over the past 12 months. I expect the next 24 to be🔥