Cal

[Cal @cally96k]

@LEADER_TRADING Haha do it

[Daniel Roberts @danroberts0101]

One of the most common questions we get about AI data centers is how much water do they use?

Fair question. Older designs cooled servers by evaporating water and people naturally assume ours do too. They don't.

$IREN's sites are different. Direct-to-chip liquid cooling in a closed loop. Same idea as a car radiator or a fridge. Fill it once and the water just goes round and round.

Over the life of a 200MW site, the initial fill plus every top-up averages out to about as much water each year as 3 households.

Not a town. Not a suburb. Not a street... 3 houses.

Water matters in the regions we build in. Which is precisely why our cooling barely uses any.

[Cal @cally96k]

@BMVCapital124 @Bare_Birk Hodl 😭🤝

[NightHawk Capital @NighthawkTradez]

$IREN tomorrow

[Cal @cally96k]

$iren to $300

[First Squawk @FirstSquawk]

NVIDIA CEO JENSEN HUANG: 1GW AI FACTORY ON NVIDIA ARCHITECTURE COULD COST NEARLY $100 BILLION

[First Squawk @FirstSquawk]

NVIDIA CEO JENSEN HUANG: 1GW AI FACTORY ON NVIDIA ARCHITECTURE COULD COST NEARLY $100 BILLION

[NightHawk Capital @NighthawkTradez]

Is it true that $IREN is trading at $100 on the German market today?!

Cc: @BitcoinAIGuy

[Serenity @aleabitoreddit]

Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B.

Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Australia.

Guess like a lot of things are stating to make more sense connection wise?

(disclosure: no open positions in any of the above).

[PhotonBull @PhotonBull]

I guess it makes sense to buy a stock when everyone on X sells it🤣

$IREN

[Leopold Aschenbrenner Stock Tracker @LeoATracker]

Leopold Aschenbrenner bought this stock.

Then bought 7x more in a single quarter.

Here's what he sees:

[U.S. Department of Energy @ENERGY]

Quantum Mode: Activated.

[The Chairman's Ledger @ChairmansLedger]

Daniel is an aspiring your gun that has amazing insight, articulation and knowledge.

A highly impressive young investor and person.

If you’re looking for alpha, @accounting_ds should be your first stop.

[Stephen Stapczynski @SStapczynski]

Hormuz is opening 🚢 🚢

🇸🇦 Three laden Saudi oil supertankers reappeared outside of Hormuz

🇦🇪 UAE supertanker currently crossing Hormuz with AIS on (usually, they’d go dark)

🇶🇦 Qatar brought an empty LNG tanker back into Persian Gulf for the first time, as the country aims to revive output

🇮🇷 Five Iran-linked tankers are making their way into the waterway with AIS on

🇨🇳 Chinese fuel tanker also currently crossing with AIS on

🇰🇼 Kuwait has started to ramp up oil production

[Antonio Costa @ACInvestorBlog]

$IREN on watch for a clear of resistance (4h time frame). If it breaks out look for a major move north.

[Cal @cally96k]

The buildout is exponential:

▸ 2026 → 480MW + 150K GPUs
▸ 2027 → 1,210MW
▸ 2028+ → 5GW secured globally

AI Cloud rev +94% QoQ. $3.7B ARR targeted EOY. Horizon 1-4 coming online H2.

H2 is the inflection. Market hasn’t priced it yet 📈

[Cal @cally96k]

Most people still think $IREN is a Bitcoin miner.

They’re wrong — and that misperception is the biggest alpha opportunity in the market right now.

Here’s why $IREN hits $100 by year-end 🧵

[Cal @cally96k]

The contract stack is absurd:

→ $9.7B deal w/ Microsoft
→ $3.4B deal w/ NVIDIA
→ $3.1B ARR already locked
→ ZERO idle GPUs

When NVIDIA buys a $2.1B equity stake in you, they’re not a customer. They’re a partner 🤝

[Cal @cally96k]

The fundamentals are elite. $3.4B NVIDIA deal. $9.7B Microsoft contract. +94% QoQ AI Cloud revenue growth. Targeting $3.7B ARR by EOY. Transitioning from Bitcoin miner → premier AI Cloud powerhouse. This is a full re-rating moment. $IREN is just getting started 🔥⚡

[Cal @cally96k]

$IREN is breaking out of a massive ascending channel on the daily chart 📈 Price reclaimed the key $59 resistance level w/ MACD curling bullish & volume confirming. The technicals are screaming — higher lows, higher highs. New ATHs in sight 🎯🚀

[Cal @cally96k]

The macro couldn’t be more favorable for $IREN. AI infrastructure demand is obliterating supply — zero idle GPUs, fully contracted capacity, & global expansion to 480MW in 2026 scaling to 5GW by 2028. They’re not chasing the AI wave… they ARE the wave 🌊