Paul Cain @PCainSt
Joined June 2013-
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@_Sgr_A_Star @scludweed @GioCRZ1 @bitcoinbutcher1 That’s when Wall Street will see the cloud revenue surge
@_Sgr_A_Star @scludweed @GioCRZ1 @bitcoinbutcher1 Buy every dip until next earnings
Goldman's CommTech conference, San Francisco. 48 hours of @IREN_Ltd investor meetings, and the mood has shifted meaningfully. Key takeaways:
Breaking: $IREN saw 57% more options volume today than normal, trading a total of 493,751 contracts of which 67% were calls.
Infinite money glitch $IREN
🚨$IREN 2GW Sweetwater Hub Included as Base Load in ERCOT Batch Zero "Additional large-scale projects within IREN's broader development pipeline have also been included" $IREN +2% pre
IREN's 2GW Sweetwater Hub (Sweetwater 1 and Sweetwater 2) has been included in ERCOT's Batch Zero process as Base Load. Sweetwater 1 (1,400MW) and Sweetwater 2 (600MW) form part of our >5GW global data center development portfolio. At Sweetwater 1, construction of 300MW of data center capacity continues, with delivery targeted for Q4 2027. Read more: iren.gcs-web.com/static-files/3…
Check out the Featured Speakers for the All-In Summit! This year, we're turning the outside of The Shrine into an immersive experience that includes a Frontier Tech Hub, feat. AI and robotics demos, a Gifting Suite and a Wellness Suite. Be there when it happens.
It's been a great year for $IREN so far🔥 Did I miss anything? Comment below 👇
Wow, this is some big news! $IREN
Nicholas Sandberg joins $IREN as Head of US Operations Prev (20 years): $ORCL, $AMZN AWS, $IBM
NVIDIA 🤝 IREN 5GW AI Infrastructure Partnership. Up to 30 million shares. $70 exercise price. Potential investment of up to $2.1 billion. NVIDIA is not just providing the graphics cards - it is given the opportunity to become a major shareholder alongside the execution of IREN. Understand our foundation and commitment to investing in the stock together with NVIDIA + IREN to reach $70. This is a strategic fit on a massive scale Friends to strengthen the portfolio successfully 🤞 . IREN's official filing - Annual Report / 10-K, including NVIDIA Strategic Partnership Section and Option: IREN's Annual Report for Fiscal Year 2026 - SEC Filing $IREN $NVDA #AI #AIInfrastructure #DataCenters #NVIDIA #IREN #AI #ArtificialIntelligence #AIInfrastructure #AICloud #CloudComputing #DataCenters #DataCenter #GPU #GPUCloud #HPC #NVIDIA #Microsoft #Hyperscalers #Neocloud #Inference #AICompute #GenerativeAI #MachineLearning #TechStocks #GrowthStocks #NASDAQ #WallStreet #Investing #FutureOfAI
🚨 $IREN: EVEN THE BEAR CASE POINTS TO $130 — THE BASE CASE? $739. The market is pricing IREN at ~$43 today. This 5-year EV/EBITDA model shows just how powerful the upside could become if IREN executes its AI infrastructure expansion: Bear: $130 Base: $739 Bull: $1,207 The real story isn’t the 2030 number — it’s the operating leverage as billions in AI infrastructure investment turn into revenue and EBITDA. Execution is everything. $IREN is building for scale. 🚀 #IREN #AI #AIInfrastructure #AICloud #DataCenters #NVIDIA #Microsoft #NASDAQ #IREN #AI #ArtificialIntelligence #AIInfrastructure #AICloud #CloudComputing #DataCenters #DataCenter #GPU #GPUCloud #HPC #NVIDIA #Microsoft #Hyperscalers #Neocloud #Inference #AICompute #GenerativeAI #MachineLearning #TechStocks #GrowthStocks #NASDAQ #WallStreet #Investing #FutureOfAI
@moninvestor Imagine the future demand from their diversified client list...
One of the reasons I love $IREN so much is their PERFECTLY DIVERSIFIED customer list 👇 🔥 NVIDIA — ~$5.52 trillion (Sep 3, 2026 close) 🔥 Microsoft — ~$3.79 trillion (Sep 3, 2026 close) 🔥 Prometheus (Project Prometheus / Bezos physical-AI lab) — ~$41 billion (Jun 2026 Series B) 🔥 Figure AI — ~$39 billion (Sep 2025 Series C) 🔥 Perplexity — ~$23 billion last priced (Jan 2026); reports of talks above $30 billion 🔥 Fluidstack — ~$18 billion (Sep 2026 round; earlier 2026 mark ~$7.5 billion) 🔥 Fireworks AI — ~$17.5 billion (Jul 2026 Series D) 🔥 Together AI — ~$8.3 billion (Jul 2026 Series C) 🔥 Fal AI — ~$8 billion (Apr 2026) 🔥 Cohere — ~$7 billion (2025 marks; Aleph Alpha combination discussed at a higher combined figure) 🔥 Higgsfield AI — ~$5.4 billion (Aug 2026 Series B) 🔥 Hume AI — ~$180–220 million range (2024–2025 marks; later talent deal with Google) 🔥🔥 PLUS a LEADING FRONTIER AI LAB … widely tipped to be ANTHROPIC 👀👀👀 🔥🔥 PLUS DIRECT ACCESS TO OVER 1,500 OF MIRANTIS’ ENTERPRISE CLIENTS 👀👀👀
I’m all-in on $IREN 🔥🔥🔥
Welcoming back @IREN_Ltd to the All-In Summit, this year as our Presenting Sponsor. IREN delivers data centers, compute and software for AI training and inference. Catch them September 13-15: theallinsummit.com #AllInSummit
Welcoming back @IREN_Ltd to the All-In Summit, this year as our Presenting Sponsor. IREN delivers data centers, compute and software for AI training and inference. Catch them September 13-15: theallinsummit.com #AllInSummit
$IREN x Anthropic incoming.
Welcoming back @IREN_Ltd to the All-In Summit, this year as our Presenting Sponsor. IREN delivers data centers, compute and software for AI training and inference. Catch them September 13-15: theallinsummit.com #AllInSummit
mon_ @monnvestor
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