The Tech Investor

The Tech Investor@TheTechInvest

$IREN hitting $40 today out of the blue would be surreal. I didn’t expect that today!

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

The Tech Investor@TheTechInvest

This may sound weird but $IREN reclaiming the pre Q4 levels ($40+) is the market realizing that the nearly 100% secured CapEx of $25-30B for FY2027 is the most bullish signal before the imminent re-rate. Once again, the community is working on your behalf, @danroberts0101.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

The Tech Investor@TheTechInvest

There’s a 90% probability that $IREN unnamed customer is Anthropic or OpenAI, not Thinking Machines In April 2026, $IREN CCO was the first to disclose that $IREN was working closely with $NVDA and that $IREN had what he described back then as "software capabilities." That

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

The Tech Investor@TheTechInvest

🚨JUST IN🚨 $IREN CEO 1. The majority of the $684M loss is the cost of retiring Bitcoin miners as we convert those sites to AI Cloud. 2. The cloud business underneath ran ~87% gross margins (ex D&A) 3. Customer prepayments can cover about half the GPU capex. 4. Lenders can

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

The Tech Investor@TheTechInvest

Unpopular Facts: 1. $IREN AI cloud revenue in Q4 surpassed BTC revenue for the very first time in the company’s history. 2. $IREN is expected to deliver Horizon 2-4 to $MSFT before December. (H1 delivered on time) 3. Nearly 100% of FY2027 $$25-$30B CapEx is secured, unlike

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

The Tech Investor@TheTechInvest

Is $IREN targeting $24B ARR by the end of 2027? If $IREN is targeting 3Y contracts—which tend to have higher revenue upside compared to +5Y contracts, for the entire 800MW IT of 2027 then we might see $IREN guiding for $24B ARR by the end of 2027. Insane speculation

tweeted Sat, Aug 29 · counted from Mon, Aug 31 close

The Tech Investor@TheTechInvest

🚨BREAKING🚨 $NVDA CEO JENSEN TURNING VERY $IREN TONIGHT 1. MOST PEOPLE SEE JUST HYPERSCALERS. THAT IS HALF OF THE PICTURE. 2. THE OTHER HALF OF THE PICTURE IS WHAT WE CALL AC. THAT IS ALL THE ENTERPRISES, THE NEO-CLOUDS, AND THE SOVEREIGN AIS. 3. THAT WORLD IS INVISIBLE

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

The Tech Investor@TheTechInvest

🚨JUST IN🚨 JENSEN HUANG WE ARE THE ONLY COMPANY IN THE WORLD THAT CREATES, BUILDS, AND OFFERS AN ENTIRE AI FACTORY PLATFORM. Bullish for $IREN; the first neocloud trusted by $NVDA for this mission.

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close