Mike jones

[The Big Degen @TheBigDegen]

$IREN 🧐🧐🧐

Hit the REPOST button if you think IREN will hit $100 this year?

Hit the LIKE button if you think next year?

[Mike jones @Alpha_Morals]

@JEFETRADES How you looking on $iren

[Mike jones @Alpha_Morals]

@chad_ventures All in…

[Mike jones @Alpha_Morals]

@cantonmeow Me too

[BitcoinAIGuy @BitcoinAIGuy]

If we were actually in a euphoric AI bubble we’d see $IREN repriced to $500+ TODAY, based on its secured power’s revenue *potential* — yes in 2026. That’s what euphoria and real bubble looks like.

Today’s prices tell me it’s still early days for $IREN and it’s still misunderstood; the stock is still building momentum and the business is still proving itself as both a developer of AI data centers and as a Cloud Service Provider… with the potential to be a leader in the market.

The stock seems to have many years to run… and multiple periods of euphoria to look forward to… but if $IREN magically reprices to $500 in 2026… would I take profits… yes.

Wake me up when the bubble accelerates 🥱

Or should I say: A C C E C E L E R E R A T E

[Mike jones @Alpha_Morals]

@Micro2Macr0 Thank you for your help! I have said a prayer for you. Life is short. Thank God for the cross and forgiveness.

[Mike jones @Alpha_Morals]

@StockTrader_Max What are your thoughts on cifr? Near term chart wise

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

New $IREN Deep Dive dropping tomorrow (on Substack).

Over two weeks of work, 50+ pages, and honestly the most comprehensive report I've ever released.

I'm constantly on X reading everything there is on $IREN. I'm also routinely checking sell-side and institutional coverage of the ticker.

Trust me when I tell you that there is nothing in the public sphere that comes close to the depth this deep dive delivers.

Very excited for the release!

[Fibby. @Fibonacci_TA]

🐋 $IREN — Up 9% yesterday, and the institutional zone is now $5 below the price.

The 3-day chart shows 9.1M shares at $52 — almost entirely dark pool — with the full zone running from $46 to $52. That is 63M shares, or 20% of the float, traded institutionally across three sessions.

Price has broken clean above all of it. The volume now printing at $55–$57 suggests the zone beneath is becoming the base rather than the ceiling.

If $52 holds as support, the floor was quietly built on the way up.

[Mike jones @Alpha_Morals]

@chiptomunk Over 200 next week

[Mike jones @Alpha_Morals]

@mikealfred Mike, I’m I’m all in and on margin on top of that. Am I doing this right?

[chip 🍪 @chiptomunk]

$IREN looking solid.

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

My take on @danroberts0101 new post

$IREN Co-CEO just dropped a beautifully written thread on the company's compounding competitive advantages.

Seriously, a must read for every $IREN investor or folks who are on the fence.

My highlights:

- Dan confirmed that the 60 MW cloud contract with $NVDA is in fact measured in 'gross' MW, not IT. That was already obvious to me based on the earnings call material, however, it's great to get definitive confirmation.

The implications of this is ENORMOUS. The $NVDA contract has incredible economics, something I've analyzed extensively in my upcoming $IREN deep dive (released in a couple of days on Substack).

- Dan firing shots at the likes of $NBIS & $CRWV:

"And the asset-light neocloud trying to compete by renting capacity is discovering that sites were locked up years ago, and the operators utilizing them aren’t subletting. By the time new entrants solve for land, power and permitting, IREN will have gigawatts online, execution track record, and customer relationships that took years to build. That gap doesn’t close. It compounds."

This is by far my favorite quote coming out of Dan. Eventually, everyone will realize that the real advantage $IREN has over the rest of the neo-cloud sector, is the fact that they are the only provider that's 100% vertically integrated.

They don't have to deal with any land-lords. They don't have to pay billions to $BE to secure fuel cells in a desperate attempt to salvage a project that is tied to a large customer contract. $IREN is in control of its own destiny, and eventually that will show up in the bottom line (profits).

The “asset-light” model never works in an infrastructure-heavy industry. It works for hardware, when you are the high-margin designer and outsource the manufacturing process to a specialized entity. But it doesn’t work when the infrastructure itself is the product.

In cloud, the value is not just in having access to GPUs. The value is in controlling the full stack, which mostly consists of physical infrastructure.

If you outsource all of that to colocation partners, you are not building an AI factory. You are renting someone else’s factory, layering a spread on top, and hoping the economics still work after the landlord, the power provider, the OEM, and the lender have all taken their share.

That model can look attractive in the early innings because it allows rapid capacity announcements without heavy upfront CapEx. But structurally, it leaves the operator with the worst part of the value chain.

I'm really looking forward to comparing the net income lines between $IREN, $CRWV, and $NBIS a few years from now. I wouldn't be surprised if two out of the three remain unprofitable by then.

- I really enjoyed Dan's section about becoming a global cloud provider.

He did a great job in explaining the importance of being locally present in the markets you want to source customers from. Not just due to local proximity for inference, but also due to compliance & sovereignty.

These were my highlights, I'll let you discover the other gems yourself. This is easily Dan's best post and I think it does a lot in terms of IR, especially as it's coming from him; the co-founder and co-CEO of $IREN.

As mentioned earlier, very soon I'll be releasing a new deep dive on $IREN. It goes deep into the implications of the $NVDA partnership and Mirantis acquisition, including a bunch of different topics worth exploring. So far, the report is 30 pages long (including graphs / images) and I'm in the process of finalizing it.

Honestly, one of my best deep dives to date. I know I'm saying that for each release, but the depth and quality of our work is undoubtedly increasing. Can't wait to publish it.

Cheers guys! ✌️

[Mike jones @Alpha_Morals]

@danroberts0101 @scludweed Wen?

[Mike jones @Alpha_Morals]

@LawrenceLepard @dotkrueger @grok what’s this mean

[Mike jones @Alpha_Morals]

@MensStandards I am learning this now. I think it is very true. They can’t handle or appreciate the truth.

[Mike jones @Alpha_Morals]

@asklivermore $IREN You hold Iren?

[Mike jones @Alpha_Morals]

@BitcoinAIGuy @YodaStockInvest Millions in $110 calls for this year ain’t stupid money

[Mike jones @Alpha_Morals]

@accounting_ds Is 40,000 shares enough sir?

[Mike jones @Alpha_Morals]

@babyfolio $IREN