The Tech Investor Capital

Fulbright Fellow & Cambridge PhD Reject Turned Full-Time Investor | All-In On Al Infrastructure | Stocks That Can Double In 12 Months | MA @Dartmouth | NFA

[The Tech Investor Capital @TheTechInvesf]

Nearly 50% of these companies doubled or tripled since April 2025 including 3 trillion dollar companies:

1. $MSFT +17%🟢
2. $NVDA +126%🟢
3. $AMZN +55%🟢
4. $GOOGL +134%🟢
5. $META +35%🟢
6. $AVGO +191%🟢
7. $TSLA +59%🟢
8. $TSM +179%🟢
9. $PLTR +97%🟢
10. $NOW -36%🔴

[The Tech Investor @TheTechInvest]

🚨 BREAKING: $IREN CLOSES 1% $3B CONVERTIBLE NOTES OFFERING

No dilution before $110.30

This insane capital raise doesn’t make sense unless something huge is coming

[The Tech Investor @TheTechInvest]

The banks were given an option to buy an extra $400M. They had 13 days to make their decision.

Yet, they exercised the option IMMEDIATELY.

Insane oversubscription!

[The Tech Investor @TheTechInvest]

Why I’m still bullish on $IREN

Because in 4 months, $IREN went from 3GW to 5GW + global pipeline ; from bare metal to software + bare metal + North America constraint to having presence in both Europe and APAC + $MSFT dependant to having $NVDA as the only neocloud to have a software deal with a MAG 7 + from Sweetwater missing the deadline to be energized on time.

The first half of 2026 is insanely bullish but unfortunately 99% of so called investors follow the price action more than the business itself.

[The Tech Investor @TheTechInvest]

🚨 JUST IN: US CLEARS H200 CHIP SALES TO 10 CHINA FIRMS AS $NVDA CEO LOOKS FOR BREAKTHROUGH

- Approved Chinese firms include $BABA, $TCEHY , ByteDance, sources say

- Lenovo and Foxconn win US approval as H200 distributors, sources say

[The Tech Investor @TheTechInvest]

They are cooked 🤷‍♂️

[The Tech Investor @TheTechInvest]

$CRWV Insider sold $1.2B worth of the stock this month.

Source: @TipRanks

[The Tech Investor @TheTechInvest]

What has changed since $IREN hit $80 in November 2025?

1. Sweetwater 1 was energized.
2. $IREN announced building Oklahoma (1.6GW) data center.
3. The company increased its power capacity by 66% in 4 months reaching 5GW.
4. The company disclosed having a global power pipeline.
5. The company announced its expansion in Europe.
6. The company announced its expansion development in Australia.
7. Announced its strategic partnership with $NVDA to accelerate deployment of up to 5GW of AI Infrastructure.
8. $NVDA is a new $IREN customer.
9. $NVDA to invest up to $2.1B in $IREN.
10. $IREN raised $2.6-$3B with 1% annual interest and $110 capped calls.

[The Tech Investor @TheTechInvest]

$IREN has been ahead of the herd since 2018

"As Iris Energy scales up, it intends to build up to 750MW of data centre capacity across multiple global locations to serve increasing customer demand."

$IREN & $DELL Memorandum of Understanding signed in 2020

Two years after founding $IREN, the target was building 750MW data centers across multiple global locations. That was in 2020 before the AI boom which started in 2023.

$IREN global capacity today: 5GW
$NBIS 2030 guidance supported by $NVDA: 5GW

You are not bullish enough on probably the first Australian trillion dollar company.

[The Tech Investor @TheTechInvest]

Today, the entire sector was red except two names: $IREN & $HUT

$IREN 75M traded shares (the third largest volume in the company’s history) + being up nearly 3% was a vote of confidence in the company after raising $2.6B at 1% coupon. (The second best offering in the company’s history)

Those who stepped in are not retail. Retail don’t move a stock on such a red day.

[The Tech Investor @TheTechInvest]

Fact: Every single Wall Street analyst who covers $IREN raised their PTs or maintained them after $NVDA deal and the two acquisitions.

The most recent one is BTIG.

[The Tech Investor @TheTechInvest]

🚨BREAKING: MIRANTIS, $IREN NEW SOFTWARE WING, ANNOUNCES PARTNERING WITH SATURN CLOUD TO DELIVER A FULL-STACK AI PLATFORM FOR NEOCLOUDS AND ENTERPRISES

[The Tech Investor @TheTechInvest]

Anthony Lewis, $IREN new Chief Capital Officer, who has over 2 decades experience at Macquarie was Dan co-worker before 2018 in the same group

*1% annual interest for nearly $3B + Capped calls at a 100% premium is incredibly successful offering and rare in the market.

Underestimated management!

[The Tech Investor @TheTechInvest]

🚨BREAKING: $IREN PRICES UPSIZED $2.6B (INSTEAD OF $2B) CONVERTIBLE NOTES OFFERING

(1.00% COUPON + 32.5% CONVERSION PREMIUM + 100% PREMIUM)

🔥🔥🔥

[The Tech Investor @TheTechInvest]

🚨BREAKING: $IREN TO OFFER A COUPON OF 1% TO 1.5% ON THE $2B CONVERTIBLE BONDS WITH A 27.5% TO 32.5% PREMIUM

Bloomberg

[The Tech Investor @TheTechInvest]

@conloco_tx

Thank you!

[The Tech Investor @TheTechInvest]

$IREN Just posted new jobs in Austin this time

1. Head of Energy
"In charge of the company's energy strategy and execution across global portfolio, with a primary focus on the ERCOT market."

2. High Voltage (HV) Maintenance Technician

"Plays a critical role in powering mission-critical, next-generation data center infrastructure by ensuring the safe, reliable operation of high-voltage substations ranging from 13.8kV to 345kV."

[The Tech Investor @TheTechInvest]

🚨 $IREN PT RAISED TO $90 AT MACQUARIE

Who’s buying the dip?

Definitely not retail.

[The Tech Investor @TheTechInvest]

🚨BREAKING: $IREN ANNOUNCES $2 BILLION CONVERTIBLE NOTES PRIVATE OFFERING

Oct 14 2025:
$IREN closed $1B notes offering.

Nov 3 2025:
$IREN announced $MSFT deal.

[The Tech Investor @TheTechInvest]

$IREN PT raised to $46 at JP Morgan

This is the only bearish street analyst!