Ray

[Ray @dreamer2963]

@benoitz You are not alone brother.

[Ray @dreamer2963]

@FideiCatolico King of kings. The Lord.

[Ray @dreamer2963]

@WilliamShatner Thank you Bill. You too.

[Ray @dreamer2963]

@Nas_tech_AI You'll have no time left after that lot !

[Ray @dreamer2963]

@Gubloinvestor Many cultures suffer from this. Hope Dubai is working out. I understand there have been heavy devaluations in estate there.

[Ray @dreamer2963]

@theNyx__ I think she's lovely and she grows on you as you get to know her.

[Ray @dreamer2963]

@Bbmorg I am British and Russia are my Christian cousins.

[Ray @dreamer2963]

@GrindeOptions Elmet @ $18.

[Ray @dreamer2963]

@growthrapidly Very possible.

[Ray @dreamer2963]

@MelanieRic46985 Hold. We'll get there.

[Ray @dreamer2963]

@cmsinvests Smart girl. Keeper.

[MarcusWallSt @MarcusWallStX]

$IREN just dropped its first truly impressive earnings report.🔥

Meaningful AI revenue is finally here — and the profitability was better than most expected.

The real bombshell? They’re locking in 5-year AI cloud deals at ~$22M per MW where the customer pre-pays 90% of the GPU capex.

For context, their landmark Microsoft deal only had 20% prepayment.

That single detail changes everything:

1️⃣ Massive pricing power and Tier-1 demand
2️⃣ Customers are now literally funding the buildout
3️⃣ Zero reliance on the toxic high-interest debt that has been killing every other neocloud
This is a structural shift from a heavy-capex, debt-dependent model into a low-risk, customer-funded cash machine.
A one-month delay on the $4B ARR target? Completely irrelevant. It wasn’t even IREN’s fault (Microsoft requested network upgrades for the latest frontier models). $16B+ ARR by the end of 2027 now looks almost inevitable.

The market is panicking over the net loss number and completely missing the biggest alpha in the report: the end of expensive debt financing. 💀

Short-term weakness is a gift.

Diamond hands activated. 💎

#IREN #AICloud

[Jake Howell @howellnatoyi]

$IREN — Major positive news in the latest earnings report 🚀 🚀 🚀

IREN's latest earnings show meaningful progress in its transformation from Bitcoin mining to AI infrastructure.

AI Cloud revenue surged 182% QoQ to $200M.

AI Cloud gross margin reached an impressive 86%.

Operating ARR reached $1B.

Revenue backlog climbed to $20.3B, up 22% QoQ.

AI infrastructure expansion continues, positioning IREN to capture growing demand for GPU computing.

I'm bullish on $IREN. The growth story is far from over.
Follow me and witness the growth of $IREN together.

[Fynn @fynnvestor]

$IREN are predicted to grow revenue by 3,294% in 4 years

Do you know how insane that is?

Why isn’t everyone buying $IREN here?

[Joel @growthrapidly]

$IREN AI CLOUD REVENUE SURGES 182% IN Q1 🔥🚀

• Revenue: $228M vs $137M last quarter
• Revenue Growth QoQ: +66%
• Revenue Growth YoY: -5%
• AI Cloud Revenue: $200M vs $71M last quarter
• AI Cloud Growth QoQ: +182%
• Adj. EBITDA: $66M vs $19M (+247%)
• GAAP EPS: -$0.66 vs $1.08 YoY
• Net Loss: $263M
• Revenue Backlog: $20.3B (+22%)

IREN delivered explosive growth in its AI Cloud business, with revenue jumping from just $7.3M a year ago to $200M today. However, total revenue declined 5% YoY as Bitcoin mining winds down.

The company also pushed its $4B+ operating ARR target from year-end 2026 to January 2027, potentially February.

IREN's AI Cloud transformation is accelerating, but execution remains key! 🔥🚀

[Alex @AlexSchettino]

$IREN literally saved the stock market and deserves a 50 percent green candle tomorrow !

[Nate Endicott @EndicottInvests]

$IREN got a 5 year contract at $22M Per MW with 90% prepayment on the GPUs..

Very bullish.

[Alexander Bittan @alexanderbittan]

$IREN earnings just delivered one of the most bullish signals for the entire AI infrastructure trade.

While the market worries about AI financing and whether demand can support these massive buildouts, look at what IREN just announced:

• AI Cloud revenue surged 182% QoQ to $200M.

• AI Cloud gross margins remain at an incredible 86%.

• Revenue backlog grew 22% to $20.3 BILLION.

• Over $4 BILLION in annualized revenue is already contracted and fully funded.

• Contract pricing is actually INCREASING, up 11% on 3-year deals and 12% on 5-year deals.

But here’s the biggest takeaway:

IREN just signed a NEW 5-year AI contract at approximately $22M in annual revenue per MW, with the CUSTOMER agreeing to PREPAY 90% of the associated GPU capital expenditures!

Think about what that means.

Customers are so desperate to secure AI compute that they’re willing to fund nearly the ENTIRE GPU investment UPFRONT to lock in capacity for the next five years.

And IREN also signed a short-term contract at $40M per MW annually and contracted H100 GPUs at DOUBLE previous pricing.

Does that sound like an AI demand slowdown?

The market is obsessing over how AI infrastructure companies will finance their expansion, while customers are literally stepping up to finance the infrastructure themselves.

Yes, execution and financing risks still exist, but these announcements suggest demand is strong enough to support increasingly attractive financing structures.

The AI infrastructure buildout isn’t slowing down. If anything, these results suggest the market is underestimating just how much demand still exists.

Extremely bullish for $IREN and the broader AI trade.

[Ray @dreamer2963]

@PooWillRatioYou I'm 63. I'll fight. Just not for them.

[Ray @dreamer2963]

@Swedgonecrypto So true brother.