BrInvstng

[BrInvstng @BInvstng]

Thesis: $IREN is positioning itself to become NVIDIA's strategic AI infrastructure partner, delivering end-to-end AI Factory solutions for enterprises and sovereign AI.

[BrInvstng @BInvstng]

$IREN who is selling at this price???

[FreeFromMatrix @ViralMuzik1989]

Wells Fargo just got notable exposure to $IREN (latest 13F):

• 581,556 shares (~$22.9M value)
• 2,585,000 puts (~$98.6M notional)
• 4,800,000 calls (~$182.5M notional)

While retail keeps selling, institutions keep adding 👀

[BrInvstng @BInvstng]

@Agrippa_Inv @big_reabs I mean, with Trump crashing the market with every tweet, maybe it is better to wait until the end of the year (or a permanent solution) to make announcements.
Especially if the deals come with better economics due to the need of computing.

[BrInvstng @BInvstng]

@ChairmansLedger @OInvests It is actually cheap.

I don't check the broker, I go out and enjoy life. When I get paid I just buy more and repeat the process.

[BrInvstng @BInvstng]

@MikeCAGR Creo que si tras meditarlo crees que es la decisión correcta, realmente es la decisión correcta.

Éxitos y muchos retornos en todas tus inversiones Mike. Seguiré echado un ojo a tus tesis y cometarios.

[BrInvstng @BInvstng]

$IREN with secured 5.8GW.

[Small Cap Snipa @SmallCapSnipa]

NEW: NSCALE $2.7 BILLION UK DATA CENTER DELAYED DUE TO GRID CONSTRAINTS

My goodness

The massive opportunity sits with operators who can secure reliable grid power or bypass the constraints and deliver compute infrastructure at scale

[IREN @IREN_Ltd]

RAISE Summit is where AI founders, leaders, and researchers come together to shape what’s next.

We were proud to be back this year as the headline sponsor.

#RAISE2026

[BrInvstng @BInvstng]

$NVIDIA says Anthropic now runs nearly 50% of its compute on NVIDIA GPUs. At the same time:
• Anthropic is seeking 1.4GW in Australia.
• $IREN is one of the shortlisted candidates.
• NVIDIA has already validated IREN with Exemplar Cloud on B300 (and GB300 could be next).

[Jukan @jukan05]

One of NVIDIA’s comments during its Morgan Stanley NDR: Anthropic’s share of compute running on NVIDIA has now risen to nearly 50%.

[BrInvstng @BInvstng]

@IREN_Ltd Great video! Keep up the good work on social media please!

Keep us updated!

[IREN @IREN_Ltd]

@RaiseSummit showcased how IREN and @nvidia are working together to drive impact.

Sessions, technical deep dives, and a shared commitment to advancing AI infrastructure.

A big thanks to NVIDIA’s Boris Neiman, Solutions Architect, Manager; David Hogan, VP of Enterprise; Dion Harris, Sr. Director, HPC and AI Infrastructure; and Rod Evans, EMEA VP.

[BrInvstng @BInvstng]

@Pipo_Bpo Pufff Francia arriba es muy fuerte, pero creo que tendrán que disputar el medio del campo más. 55/45 para Francia pero confiamos.

¿Nos vemos en la final?

[BrInvstng @BInvstng]

@navajav5227 For all your tuis... You already made 10M on IREN shorts!

[BrInvstng @BInvstng]

@jiahanjimliu @csboylol Signing META + Anthropic + Small/Medium Sized Startups will be the ideal mix.

The big boys validate the business at all levels (and SP🚀), but will come with tighter margins. On the other hand, we can use them as laverage to get better margins with the small/medium startups.

[BrInvstng @BInvstng]

🔊Zuckerberg: " $META needs all the compute it can get"

The crazy selloff in the neocloud sector was stupid. Zuckerberg is BULLISH, so are we $IREN.

[BrInvstng @BInvstng]

@LandoInvests Deserved. Keep it up mate. We REALLY appreciate the efforts!

[BrInvstng @BInvstng]

@wliang I'm not very familiar with the KOSPI. What's driving such a massive selloff? Is it a highly leveraged market?

[BrInvstng @BInvstng]

@LandoInvests @Kaizen_Investor Thank you guys for the effort! It is really appreciated!

[BrInvstng @BInvstng]

@wliang Damn. And I'm investing with less than 10k. 😂

[BrInvstng @BInvstng]

@LandoInvests Amazing!

Thank you for keeping us updated Lando!

[BrInvstng @BInvstng]

@OInvests @LandoInvests 100% agree. It validates the whole company model.

[BrInvstng @BInvstng]

@OInvests @LandoInvests The finalization of the purchase of Mirantis.