Jane ∘˙○˚.• 🇳🇱

$IREN 💎CRYPTO #URANIUM & #OIL

[The Analyst @MMatters22596]

$IREN is quietly setting up for a squeeze again.

The hype has faded away over the last months, while fundamentals finally seem to be improving.

The long-term upside potential of this company are immense, and if the company can show a high level of execution, the stock will be rerated fast.

Price has most likely bottomed now, and is at the start of a strong move towards $100.

Mark my words: This will be a $100 stock in less than one year time.

[Frans Bakker @FransBakker9812]

$IREN Sweetwater 1 is going "blazing fast", said @danroberts0101 during the earnings call last week.

What he didn't tell you is that despite his best efforts to sandbag this project, the current OF™️ estimate of completion of this first 200MW IT data center, is early Q3, 2027.

[Shay Boloor @StockSavvyShay]

$IREN CEO Dan Roberts just said “people worry about overbuilding but we can’t build fast enough” as customers prepay ~50% of GPU capex to lock in capacity.

That demand is showing up with 3-year AI Cloud contracts now pricing above $20M per MW.

[Frans Bakker @FransBakker9812]

Great find @tachan19xx !

$IREN hires Aaron Tan, another KKR heavyweight.

As I wrote earlier this month, they hired Broers and Dangubic before, who both have a history at @KKR_Co

Now Aaron also makes the move, after relocating to the Bay Area.

Fireworks incoming?

[Jonathan Fisher, The Australian Uranium Guy @CxuAsx]

Cauldron Energy $CXU (ASX:CXU) recently started trading on @OTCMarkets OTCQB under $CAULF

Still finding our feet there. #uranium

Interesting arbitrage between ASX and OTC prices at the moment... (take a look!)

https://t.co/1Tio07akLU

Look forward to building the volume on US markets!

[Jane ∘˙○˚.• 🇳🇱 @JaneBubble]

@MiesBee Mag je vinden maar wanneer je 6x de Kuip vult ben je niet zomaar een bandje. Neem eens een kijkje het Insta-account van de xanger: ontzettend creative man en geweldige lieve vader: down to earth!

[Jonathan Fisher, The Australian Uranium Guy @CxuAsx]

FOMO Monday coming up on ASX #uranium. $CXU

[John Quakes @quakes99]

🎆Today world's largest #Uranium miner spooked #Nuclear fuel markets👻with production warnings over delayed acid hits⚠️🧪soaring #mining costs⏫💰⛏️ more supply going to China & Russia🚛😲 sending U stocks soaring🔥🚀 setting off panic buying on spiking Spot #U3O8 price⬆️🛒😱🤠🐂

[Jane ∘˙○˚.• 🇳🇱 @JaneBubble]

@NyN2021 @stokdog This instantly takes me back to that amazing @PhilCollinsFeed concert we went to. What a night! ❤️

[Jane ∘˙○˚.• 🇳🇱 @JaneBubble]

@MiesBee Wanneer komt de baby?

[TrendSpider @TrendSpider]

BREAKING: Nasdaq is introducing a new trading session from 9pm to 4am ET starting December 6, 2026.

The stock market will soon trade 23 hours a day, 5 days a week.

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

Congratulations to @IREN_Ltd on achieving NVIDIA Exemplar Cloud status for its NVIDIA GB300 NVL72 deployment.

This validation reflects close engineering collaboration and gives enterprises confidence that demanding AI workloads can perform reliably at scale on IREN’s AI Cloud.

Learn more ⤵️

[Sr. Canario | Inversión HPC / IA @inversormodest1]

Someone paid $1.30M on Friday for 1,700 $140 CALLS expiring January 2028 — a bet on $IREN being above $147.65 by expiration.

[Black Panther Capital @BlackPantherCap]

Mark my words:

In a few months, every $IREN hater will be swallowing their pride and inventing the most ridiculous excuses for why they were “always bullish.”

It’s already started.

-BP

Not financial advice.

[Jane ∘˙○˚.• 🇳🇱 @JaneBubble]

@HuxleyMick

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

This is actually insane...

While retail was panic selling $IREN over the past month, institutions were accumulating at record scale.

[Black Panther Capital @BlackPantherCap]

$IREN will crush every neocloud and datacenter player for the rest of the year.

-BP

Not financial advice.

[mon @moninvestor]

One thing I’ve learned over the years is that you need patience to survive in the market. What I mean by this is that there will be periods where you simply have to sit through the weakness and wait.

The problem is that the longer that weakness lasts, the more people start to lose patience, and eventually fear takes over. They sell when sentiment is at its worst, only for the market to turn and FOMO to kick in as prices start moving higher again. Before you know it, the same people who were too scared to buy during the weakness are now chasing at much higher prices.

I’ve seen this cycle play out so many times, and it’s why I think patience is one of the most important things you can have in the market.

[Jane ∘˙○˚.• 🇳🇱 @JaneBubble]

‘Three more horizons to go this year’ $IREN 🔥🔥🔥

[Daniel Roberts @danroberts0101]

Nine months ago we signed a contract. Today Microsoft has accepted delivery of Horizon 1: 50MW of direct-to-chip liquid cooled AI infrastructure, built, commissioned and handed over.

A greenfield build of this scale typically takes 2-3 years. Owning the land, the power, the substations and every workstream in between is how you compress that.

Proud of the 3,000+ people on site who make it happen. Three more Horizons to go this year.

[IREN @IREN_Ltd]

IREN will release its FY26 Results on Thursday, August 27, 2026.

Conference call to be held at 5:00pm (Eastern Time).

Register here: https://t.co/bJENJGVXLs