Tero Vainio

Surkea betsaaja, penkkiurheilija, vuorotyöläinen. #valioliiga #liiga #NHL #ässät #fcjazz #flyers

[Billions777888 @Billions777888]

$IREN

[The Tech Investor @TheTechInvest]

Forbes: Buy $IREN

[mon @moninvestor]

$IREN -5%, $NBIS -14% & $CRWV -13%.

The market seems to be interpreting today's news that $META +10% plans to offer excess AI compute capacity as bearish, but I actually think it's bullish for the entire AI infrastructure ecosystem.

First, it validates the cloud thesis. If even Meta is exploring ways to monetize AI infrastructure, it reinforces the idea that GPU compute has become a valuable product in its own right. That's positive for the entire AI infrastructure and neocloud space. I will not be surprised if $AAPL decides to enter this space.

As for Meta itself, I'm not convinced the company will end up with meaningful excess capacity over the long run.

These AI campuses take years to build. Nobody accurately predicted where AI demand would be five years ago, and I don't think anyone can confidently predict where it will be five years from now.

That's why Jevons paradox is so important. As AI becomes cheaper and more efficient, usage tends to increase because entirely new applications become economically viable. Lower costs expand the market instead of shrinking it.

My view is that any "excess capacity" Meta has today could simply become tomorrow's internal demand. As models become larger, inference scales, AI agents become mainstream, and new products launch, I think Meta will likely find ways to utilize every GPU it can build.

This is very bullish for the whole sector.

[Oli @OInvests]

@IREN_Ltd Please explain how this is beneficial to the company and shareholders? @danroberts0101 we need answers soon. $IREN

[Sylent Capital @SylentTrade]

$MU has marked the bottom for the stock market. $IREN is going to move 10% to the upside tomorrow. We are headed back to $70 in very short notice.

[The Tech Investor @TheTechInvest]

$IREN $100 PT MAINTAINED AT BERNSTEIN

Source: @TipRanks

[The Big Degen @TheBigDegen]

$IREN 🔥🔥🔥

Neocloud Powerhouse IREN is a GAME-CHANGER!!!

✅ 5.8GW by 2030 in its secured pipeline (Wells Fargo model), scaling to 150K NVIDIA GPUs (H100/H200/B200/B300/Blackwell) with massive contracts: Microsoft ($9.7B), NVIDIA ($3.4B), and fresh $1.6B Dell Blackwell systems. More mega contracts likely H2 2026 👀

✅ 800MW Australia campus (Bundey) now locked in — first major APAC footprint. https://t.co/x3HZeA9NPX

✅ $3.65B investment-grade GPU financing closed. https://t.co/wXpcAe5hsm

✅ Targeting $3.7B–$4.4B AI Cloud ARR at scale.

✅ Analysts firing: $96–$126 price targets rolling in. Momentum building fast.

✅ IREN is built for the AI infrastructure boom. Positioned. Powered. Bullish. 💪🔥🚀

(Long $IREN)

[Tero Vainio @tero517]

@Isokasi8 Kitkat on ihan paskat

[Stock Jare @Jare37157459]

Koko Suomen maa oli näiden käsissä. Voitko kuvitella?

[Tero Vainio @tero517]

@AWennstrm Miksi teet itsestäsi pienen?

[Tero Vainio @tero517]

Kommentti: Yksi pää putosi jääkiekon pride-kohussa, ja se oli tietenkin nuoren naisen
https://t.co/952kMnjjXm
Vittu palaa käpy tähän Rantaseen. Menee samaan sarjaan Sihvosen kanssa.

[DJC @MarketInvestorX]

$IREN WILL BE THE HOTTEST STOCK OF 2026 🚨

[Tero Vainio @tero517]

Loppuis jo kausi. Aivan kauheeta kuraa. #Ässät

[Tero Vainio @tero517]

🐑🐑🐑

[Porin Ässät @PorinAssat]

Lopputulos Espoosta.

Huomenna viikko pakettiin kotona hiihtoloman perheottelussa.

Liput ja lisätiedot: https://t.co/hNWZhLlLRM

#Ässät #Liiga

[Glen Chernen @glenchernen]

Congratulations to @danroberts0101 and everyone @IREN_Ltd who have been working so hard and so successfully! 💪

Being added to the MSCI INDEX is a feather in their cap and it is only the beginning of positive achievements and recognition.

$IREN will sign and announce a multi billion deal with a non MEGA7 hyperscaler, any day!

Iren will then begin a monster run, and IREN will be added to a number of major indexes and possibly even the S&P500... all in the next 12 months.

You think that sounds crazy?

I say it is all inevitable!

Where do you think the shareprice will be then?

[Tero Vainio @tero517]

Muutama pelaaja joilla on pahvi ensi kaudeksi muualle vaeltelee aivan yössä. Voisi herätä ja pelata kunnialla #Ässät uransa loppuun. Muuten jää herroista aika paska fiilis.

[Tero Vainio @tero517]

Haloo! Mikä siinä nyt on niin vaikeeta pistää Talaja pelaamaan?

[Porin Ässät @PorinAssat]

Tällä kokoonpanolla kohti Hämeenlinnaa!

HPK🆚Ässät klo 17:00

Kokoonpanot tarjoaa Lännen Laatukatto!

#Ässät #Liiga

[Tero Vainio @tero517]

Misä ihmeen koirankopissa Tala on kun ei enään lainkaan pääse pelaamaan?🤦‍♂️🤷 #Ässät

[BitcoinAIGuy @BitcoinAIGuy]

$IREN "One of the contracts we are negotiating at the moment is a multi-billion dollar contract where we would have to bring a software solution"

@danroberts0101 IREN CEO on earnings call

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

$IREN price action post earnings release is nasty.

The market seems to be throwing a tantrum over 2 things: no new hyperscaler deals being announced, and a big miss versus analysts’ EPS expectations.

1) No new hyperscaler deal announcements is disappointing, but with the Sweetwater site being energized in just a couple of months, it’s clear to me that $IREN will sign a new deal at the latest by early Q2.

2) The EPS miss is irrelevant to me. All I care about is $IREN's future earnings power from its AI and HPC segment. $IREN's Q4 revenue still consisted primarily of mining operations, which should have been obvious to every analyst.

Meanwhile, the company is actively investing in its cloud division, which is pushing SG&A higher relative to revenue.

From a P&L perspective, there’s nothing I’m concerned about. I’ve done extensive modelling on the economics of $IREN's $MSFT deal (published to my subs) and concluded that $IREN should generate well over $100m per year in after tax net income from this partnership.

In fact, the deal looks even better today, with $IREN securing sub 6% interest on its GPU debt, which is incredibly impressive. The likes of $CRWV have a cost of debt closer to around 10%.

Overall, I’m still satisfied with what was announced. $IREN not only secured GPU financing at very low rates, but also announced a new 1.6 GW site in Oklahoma, making it their largest site to date.

$IREN's lead in secured power capacity continues to widen, and over time the value of that will become obvious, even if it may not feel that way today.

I’m now very much looking forward to the earnings call, which I’ll analyze in depth for my Substack subscribers over the coming days.

Don’t let your head hang. There’s still a lot to look forward to. Cheers! ✌️