Terry f

[Long_Vol_(₿) @planA_thru_Z]

If $IREN monetizes and operates 1,210 MW by year end 2027 per guidance, it should be trading above $450 per share by early 2028 after the revenue shows up in the subsequent quarterly earnings. That's a 10x from current prices. If you're in disbelief, then I encourage you to run the numbers yourself.

This company's AI cloud operations are about to scale fast in 2027 and they're in a very strong position to negotiate highly favorable terms for each MW they contract.

[Terry f @Terryffwcs]

@CrypticTrades_ @BitcoinAIGuy @Agrippa_Inv

[TheGentleTraveler @LeaderInvests]

So when $IREN moves for the next leg into the 2.272–2.414 Fibonacci extension levels on a logarithmic chart.

It'll make nearly a x7 from current price the coming 12 - 18 months.

That's not bad at all...

[UNREAL @Unreal_Machine]

Fintwit will be chasing $IREN for the next year after the accumulation phase is over and the face-ripping phase begins.

They will say they sat out the dilution and opportunity cost period of 2026, that they were in NBIS instead, it will be a popular narrative.

But most won’t position with size until 40s and 50s are a fading dream of a position that should have been.

[Luca - Cryptic Trades @CrypticTrades_]

Last year, once $IREN broke out of its accumulation range, the move topped around the 2.272–2.414 Fibonacci extension levels on a logarithmic chart.

If the current breakout were to play out the same, that would put $IREN around $300 by August 2027.

[StockAnalystPro @StockAnalystPro]

12 Takeaways @danroberts0101 at @GoldmanSachs Detailed Article Below on $IREN :👇
1. Goldman Sachs modeled ~$12.5B of potential incremental 2027 ARR. Goldman used ~500 MW × ~$25M/MW = ~$12.5B. This is NOT IREN guidance, but management responded that the framework was “directionally” right, with the ultimate outcome depending on pricing, contract duration and timing.
2. IREN’s undisclosed Frontier AI Lab customer could potentially be OpenAI or Anthropic. Management characterized the unnamed foundational AI lab as essentially a top 1–2 player, saying “one or two, so people can have a guess.” IREN did not officially identify the customer, but this is a major signal about the quality of AI customers choosing IREN.
3. ~90% of IREN’s incremental 2027 capacity remains uncontracted—and that may be intentional. Management believes the customer pool and economics could improve as capacity gets closer to commissioning.
4. “How long can we wait?” may be the key question. IREN doesn't necessarily want to lock up all its future capacity years in advance. Holding capacity longer could provide access to more customers, shorter contracts and potentially better economics.
5. AI Cloud pricing continues to strengthen. Three-year contracts are being discussed around $20M–$25M+/MW/year, while shorter 6–12 month contracts could potentially reach ~$40M/MW/year or higher.
6. Mirantis could fundamentally change IREN’s business model. IREN wants to move from bare-metal GPU Cloud → private GPU Cloud → enterprise AI → managed services → inference/on-demand compute.
7. IREN wants to capture the middleman’s economics. Management said intermediaries can take IREN compute, add software/services and sell it to end customers for multiples of what they pay IREN. IREN wants to capture more of that value itself.
8. IREN wants 60 or potentially 600 customers—not six. Mirantis provides a pathway beyond a small number of hyperscalers and frontier AI labs into a much broader enterprise customer base.
9. GPU financing is becoming a major advantage. Recent structures were described at roughly 90% GPU financing + ~50% customer prepayments, potentially providing funding exceeding the underlying GPU CapEx.
10. Equity may become less important to funding growth. Management acknowledged IREN will likely raise equity again, but suggested the company may no longer be dependent on equity to execute its growth trajectory.
11. Sweetwater’s 2 GW made ERCOT Batch Zero—and there could be more. Management indicated additional IREN projects/capacity were included in Batch Zero but won't be announced until binding interconnection agreements are signed.
12. Execution is now the biggest variable. Demand appears strong, power is secured, financing is improving and customers are available. The next 12–18 months are about execution and bringing the enormous capacity pipeline online.

The Bigger Strategic Picture
Layer 0 — IREN: Power + Land + Data Centers

Layer 1 — IREN + Mirantis: GPUs + Clusters + Orchestration + Private AI Cloud

Layer 2 — IREN Expanding Upward: Enterprise AI + Managed Services + Inference + On-Demand Compute + Higher-Value Software

The long-term story isn't simply about how many GPUs IREN deploys or how many GW it controls.

It is about how much economic value IREN can capture from every MW it controls.

Secure the scarce resource—power—and then progressively own more of the AI stack above it. MORE IN THE ARTICLE BELOW.

[Terry f @Terryffwcs]

@InvestingCrow What do you have in mind for $iren in 2027?

[Willy Woo @willywoo]

Interesting read.

Using River's inflow numbers over the next 3-5 years, but accounting for changes in market elasticity over time (MVRV oscillations), I get a range of approx 220k-600k per BTC.

[Terry f @Terryffwcs]

@benjamincowen QQQ reference is scary… you think it will take 20 years to get back to all time highs ?

[⚔️The ₿itcoin Knight⚔️ @TheBTCKnight]

Bitcoin will pump.

Then everything else will pump.

2026 is the year of accumulation.

2027-2029 are the years of profits.

History repeats.

[Terry f @Terryffwcs]

@smatthewschultz lol

[Enrich Trades @enrichtrades]

My take:

The market has a lot more upside than people realize.

Rates can stay elevated.
Oil can stay high.
Uncertainty can stick around.

But earnings are growing, innovation is accelerating, and AI is creating a massive new cycle of investment.

Headwinds create volatility.

Growth creates wealth.

I’m betting on growth.

Higher.

[Terry f @Terryffwcs]

@smatthewschultz lol

[the kog ⚙️ @ojfsaa]

Canadian tech salaries are about to explode I'm saying it here first.

[Gublo @Gubloinvestor]

If you are an Indian immigrant living overseas, do not invest in India.

The depreciation of the Indian rupee against the US dollar is going to end up looking very bad over the next few years.

The American stock market is the ultimate king and has historically provided far better returns than the Indian market.

The most common argument I hear is that India is booming and its future is bright.

Yes, I agree, but I would rather invest in something where I see a better return than bet entirely on a currency that is losing value.

Let's say you invest $100,000 in India:
You are lucky to see a 15% to 20% annual return.
When you sell, you pay an instant 20% in capital gains tax.
Your currency loses 3% to 5% to annual depreciation.
In the long term, you do not win.

If you want to retire and move to India
permanently, pull the trigger only when you actually move.

Buying real estate in India while staying in the US or Canada and dreaming of retiring there is delusional.

Your real estate will get old and rotten, and bad tenants will eat your property alive in your absence.

Do not let emotions drive your money invest where you are physically present.

The grass always looks greener on the other side.

Make smart financial decisions without letting emotions get in the way.

[James E. Thorne @DrJStrategy]

Markets, oil, bonds, inflation, interest rates, earnings, AI … hear my thoughts on TD Active Trader Live at 10AM ET with @iAmHirenAmin and @greg_bonnell. https://t.co/iXE5BBp7X4

[ダイチ｜ポルノ依存脱却コーチ @daichi_routine]

ポルノでシコらずにさっさと寝て、毎朝6時に起きて、朝日浴びながら散歩して、仕事の前に10分だけ筋トレして、水を2L飲んで、夜は本を読んで、「今日も自分に嘘つかなかった」って自分を認めてたら、逃げてた状態から毎日が現実に向き合えるようになった。習慣を変えたらガチで人生変わった。

[Andrew Wilkinson @awilkinson]

I lied to my kids. https://t.co/00Qp9QvOsT

[Con @__Con_]

I personally think $NBIS, $MU, $SNDK, and most AI enablers are due for a massive run up.

Don't miss out on this.

[Terry f @Terryffwcs]

@JesseOlson What happened to your 52k call you asshole