Crypto Denis 🇺🇸 🦅

Take the risk or lose the chance.

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

$iren will melt faces soon

[Lando @LandoInvests]

Alright $IREN crew let's breakdown this post a bit more:

IREN has been networking relentlessly the past few months. There's been lots of unsettled investors, questionable decisions, and little communication between management + the rest of the world.

With that said, I believe we're in the quiet period before multiple announcements.

Let's review May 1 - Present:

‣ Energized Sweetwater 1 (1.4GW)
‣ Acquired @MirantisIT for $625 Million
‣ Secured a 5-year, $3.4 billion contract to provide cloud services using air-cooled Blackwell GPUs for @nvidia
‣ Granted NVIDIA a 5-year right to buy up to 30 million shares of IREN stock at a fixed $70/share
‣ Acquired Ingenostrum (Nostrum Group) locking down 490MW of grid-connected capacity in Spain
‣ Announced and Priced Upsized Convertible Notes Offering (Due to overwhelming institutional demand, the deal was upsized from $2.0 billion to $2.6 billion within 24 hours)
‣ Closed $3.0 Billion Convertible Senior Notes & Capped Calls @ 1.00% (Insane!!)
‣ Acquired Awaken Agency
‣ Projected $4.4 Billion ARR Target
‣ Secured $3.65B GPU Financing: Closed an investment-grade, asset-backed financing facility to buy GPUs, while partnering with $BE Networks to roll out custom "AI Factories" using NVIDIA DSX architecture
‣ Announced First Australian Data Center Campus in APAC (800 MW)
‣ Completed Acquisition of Nostrum Group
‣ Jefferies Initiates Coverage with a Huge $79 Buy Rating
‣ @warriors Golden State Warriors Jersey Partnership (visibility in the Bay)
‣ Added to the Large-Cap Russell 1000 Index
‣ Poached Key Executives from Oracle and Google: Appointed Kambiz Aghili (former VP at Oracle Cloud Infrastructure) as Chief Product Officer and Michael Nudelman (former Google infrastructure lead) as Chief Development Officer
‣ Shortlisted for a Mind-Boggling $15B–$22B Anthropic Deal in Australia: A confidential Request for Proposal (RFP) leaked by The Australian Financial Review revealed that @Anthropic is seeking 1.4 Gigawatts of data center capacity in Australia

Now that we've reviewed I'm going to give you the pieces, and I'll let you put the puzzle together:

‣ RAISE Summit starts today for @IREN_Ltd, I'm going to breakdown IREN, Mirantis, and NVIDIA by teams:
1. IREN: Kent Draper (Chief Commercial Officer), Gabriel Nebreda (Head of Spain Operations), Chris Parker (Chief Marketing Officer), and Denis Skrinnikoff (Chief Technology Officer)
2. Mirantis: Alex Freedland (Co-Founder & CEO) and Shaun O'Meara (Chief Technology Officer)
3. NVIDIA: Paolo Guglielmini (Vice President EMEA), Rod Evans (VP Supercomputing & AI Cloud Infrastructure EMEA), Dion Harris (Senior Director, HPC & AI Infrastructure GTM), and Boris Neiman (Solutions Architect Manager)

‣ What does EMEA stand for?
- Europe, Middle East, and Africa
‣ Why is it important?
- EMEA represents a highly fragmented regulatory environment (driven by the European Union's strict GDPR, AI Act, and data sovereignty mandates). It symbolizes the push for countries to build and control their own computing power, data, and models within their actual geographic borders. (sounds a lot like IREN right?)
- IREN engaging heavily with the EMEA heads of NVIDIA symbolizes an attempt to become the premier alternative cloud provider for an entire hemisphere that is actively looking to reduce its total dependence on traditional US hyperscalers.

‣ Why is Spain important for IREN? (490MW)
- Spain has abundant renewable energy and strong fiber infrastructure. By connecting directly with Paolo Guglielmini (NVIDIA VP EMEA, who leads regional Sovereign AI deployment), IREN is signaling that Spain is their beachhead to become the primary Sovereign-Ready cloud alternative for the entire European Union

Closing Statement:
I don't believe for one second that IREN raised billions of dollars (via notes or ATM), bought an ad-heavy headline slot at RAISE/GSW sponsporship, gave themselves an egregious pay package, and gave NVIDIA millions of equity warrants just to sit there and do nothing.

They locked down a massive position in the European energy pipeline (Nostrum), integrated an automated enterprise cloud software stack (Mirantis), poached elite hyperscale operators from Oracle and Google, and built their entire footprint natively inside NVIDIA’s structural reference framework (DSX/DGX).

By sitting on panels with NVIDIA’s highest-level EMEA execution and infrastructure teams right now, they're sending a massive signal: They have built a fully vertical, renewable-energy-backed, sovereign-ready AI Cloud alternative.

Can you solve it?
https://t.co/UtQWs4UxDA

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@IncomeSharks @RoaringKitty @stoolpresidente $wen squeeze is coming

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@__Con_ @0xKRIOS From which one do you expect the biggest return?

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@ParthJadhav8 Whoop 4.0 is working too?

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@_bolivian $dogeus have similar chart too

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@DurovPD 2:1

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@gemchange_ltd Also will be available in Europe?

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@saylor Crisis started at Saylor too? 🙂

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@gabrelyanov Welcome back Ashot, $BYND is ready for higher prices 🚀

[Thestockwiz @Thestockwiz2]

$BYND You’re starting to see price targets shift.

Ranges with lows around $85 and highs near $122 👀

That’s how it begins.

First the move.
Then the upgrades.

And suddenly…

$30 doesn’t sound so far-fetched.

$30+🚀🚀🚀🚀🚀🚀🚀🚀

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@NoLimitGains Sit on cash is the best now?

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@RoyalJordanian @Okkie1907 I am waiting for a response to my last mail.

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@Okkie1907 @RoyalJordanian Sad to hear bro. I wrote an e-mail too. Hopefully they will answer today.

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@RoyalJordanian @Okkie1907 I also tried to call the call center, but unfortunately can't reach it after a lot of tries.

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@MoneyLord I am not saying it's a scam. Just telling people are scared around the globe, and I think it's not now is the best time to buy. Time will tell.

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@CryptoPeakX 0.55$

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@famous_dyl @grok this is legit?

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@sapphycrypto 0.60$ first

[Crypto Denis 🇺🇸 🦅 @Bazsk0]

@Booksey Shorters win