Martin

$IREN people still don't understand that IREN blindly follows pure neocloud providers like CRWV who are much more relevant in terms of this FUD... hyperscalers will take years to get any infrastructure powered up to a grid, and IREN is a power company who is becoming a GPU rental company as well, not some GPU rental company alone... outside of hyperscalers, frontier AI labs who are purely software will need IREN regardless... ultimately when we decouple from CRWV the real fun begins

$IREN jesus motherfucking christ. we are down 9% because google who literally has no business with iren grew revenue 25% YoY but missed EPS. there iren down 10%. how THE FUCK does that make literally any sense?

$IREN the market definitely has a way of humbling us but if we deliver over the next year, I don’t see the teens ever threatening us again. I have been here since $5 and have had this $27.33 average in my main account when we ran up to $70+ and held it when we ran down to $23. The CEO, Dan Robert’s, gets a lot of shit, but if you have been here from the beginning, you know he had the vision for IREN years ahead of other players. IREN meets or beats their goals. They are going global, and now is that next vision for the future playing out. I’m here and as faithful as I was for IREN to be $50 when it was $5, that IREN will be a $100 to $200+ stock.

$IREN F#@# shorts! Go IREN. To boldly go, when no man has gone before! What could possibly be more bullish than: a 7B cash balance, 600 MW in operation, 2 GW shovel ready, 5-7 years contracts signed with Microsoft and Anthropic, average debt below 6%, while the stock still trades below a P/S of 3. And on top of that they announce earnings early! The most mispriced stock you can find.

$IREN it seems to me that the short seller algos, after dumping and dumping and dumping shares for 6 consecutive days at pre-market and in the first five minutes from market open, fail to break below 25 and are now officially exhausted. The road to 40 is clear. there is no seller on the order book until then. Pure mechanical manipulation for 5 weeks. But guess what, just as we had deleveraging of long positions, we might now just get deleveraging of short positions. Send my wishes to Burry.

$IREN i can not wait for shorts to get absolutely fucked here in the coming weeks/months. stupid fuckers keep piling onto a short thats way overcrowded while the share price is already down 50% over the last month. I have literally spent hours and hours researching and running valuation models based on comparable companies in different capex heavy sectors. and based on that, fair market value for iren is currently probably closer to $40-$50 per share. assuming execution and good visibility into 2027 contracted capacity at stated rates / prepayments, $70 - $100 by June of 2027 is absolutely on the table. it's just popular to hate neoclouds right now. fuck elon. little bitch literally hopped onto the neocloud business because spacex is a shit company that needs high revenue growth. and then shits on the whole sector because he thinks everything he touches turns to gold. meanwhile tesla has a 420x P/E ratio and SpaceX has a $2T valuation on $20B TTM revenue. if theres a bubble, its those You can follow me,I'll be updating you with the latest info on IREN and more related content.

$IREN $NBIS by now, everyone is starting to realize that game Chamath and Musk are playing: Chamath is looking to invest or lend to a distressed Neocloud and Musk is deperate to complete a pivot from Space to Neocloud. The irony is many folds: -Musk initial 40B tranche is financed at 8.3% and future financing will likely go up. His debt can never be fully secured because he does not have mutli-years contract with hyperscalers. IREN has prepayments and debt secured for less than 6% while NBIS recently secured a 4.5B financing facility with Citi at SOFR. -Musk will overpay in order to catch-up. He has no MOAT, i.e. no access to electricity. His compute will end up relying on portable generators that will be very costly and uncompetitive. -All the momentum traders left the AI trade and went into SPCX, but now discover that SPCX is no longer a space company, but a Neocloud company.

$IREN I can understand hedgies shorting, not understand but see the play because they move sizes. But lmao fuckin retail want to play it too at those levels ? That’s a frickin joke. This is why I’m confident this is the bottom, max 23, not a cent below. Retail shorting a growth company at +52wk lows/below IPO Price and you are stressing ?

$IREN another exciting day!!! Wall Street prime brokers are signaling that they won’t be lending anymore money to short seller hedge funds. To put it another way: Wall Street prime brokers want a bull run for their wealthy clients. And they will win. Hedge funds are already leveraged up to 215%. We have seen that their algos are running on fume. The deleveraging short squeeze will be interesting. IREN’s market cap is now trading very close to its cash balance (8 B as of August). If this price is rational, it would mean that outside of its cash position, IREN is worth absolutely NOTHING. It is not only priced for bankruptcy, but its GPUs, its substations, its facilities, its interconnection rights, its long term contracts, all of it is worth ZERO according to algos. Algos have been able to mechanically derail prices of Neoclouds to absurd levels and way below their fundamentals. SHORT SQUEEZE INCOMING. Just be patient. You can follow me,I'll be updating you with the latest info on IREN and more related content.

$IREN Do you degenerate realize the next 3 months include Horizon 2-4 handoff (incremental $1.5B ARR), confirmation of $4B ARR exit for 2026, frontier AI lab contract announcement and deal size, and forecasting 2027 revenue (likely in excess of $10-$12B exit ARR). Even trading at today's shit multiple, that still puts approximately $60 in sight within 3 months. At a more generous multiple, were talking $100+. Know what you hold

$IREN We are not out of the woods yet. Short interest is at 33%, but that does not mean bear clowns don’t have more dry powder to push this to 40%. Either way, I don’t care, they are going to be forced to cover at some point while facing a vacuum in the order book until at least 40. Enjoy the next few days. If this is not “Black Monday”, Bears will be heavily disappointed today.

$IREN when they confirm $4B run rate by EOY and forecast $14B ARR for 2027, gonna explode toward a $50B market cap. For comparison, Nebius with a $8B run rate by EOY trades currently at a $50B market cap. If we traded at a multiple comparable to Nebius, next year could hit $80B+ market cap. Currently trading at $12B market cap. 4-6x from these levels in the next 12-18 months

$IREN this is an offensively low price completely disconnected from company performance, fundamentals, or near term future. Literally just a massive de risking in the market from bond yields at 20 year highs paired with oil over $100 and midterm election uncertainty. This is a $60 stock minimum, will be a $120 stock minimum in 2027. Whether macro cooperates or not is another question

$IREN this price is ridiculous. SemiAnalysis dumped on the old Canadian sites and that Anthropic report popped it for a minute then it just kept bleeding. If it was valued like the other neoclouds on the contracted ARR it’d be a lot higher than this. Still think the AI pivot pays off eventually, just tired of watching it get destroyed every week.

$IREN been in the stock market for many years. I have never seen this kind of manipulation and I’m not talking about IREN specifically, but 90% of the stock market! Never seen a stock market where a president can manipulate it however he wants, pumps ans dumps whenever he wants. This market isn’t healthy regardless and people with no self control will lose their life savings in it! I’m holding IREN regardless because I know with such a market it can go to high 40s within few days

$IREN this price is retarded. If IREN traded like NBIS, it'd be at 8x forecasted exit ARR, or about $80 per share. For 2027, with $10B-$14B exit ARR, that'd be around $200 per share. And its $35 currently? Because openAI only grew revenue 10x this year instead of 14x? Does that really make any sense?

$IREN Over 15 M shares sold short yesterday. Nobody is selling. The drop from 50 to 36 in the last weeks has been entirely manufactured by the 30% short interest. They will have to cover eventually. We are now at the same price we were 12 months ago, even though we will hit 4B ARR in two months while last year we had less than 250M. Make it more sense.

$BB Incredibly undervalued. QNX is increasingly serving as the software foundation for Physical AI, Autos, and Robotics. Now throw in production lines, military applications, medical devices, military applications, secure communications, and space. Nothing is beyond the secure, real time capabilities of QNX and Blackberry's other services. Partnering with the likes of NVidia, AMD, Qualcomm, etc. Secure comms for all G7 and 18 of the G20 Nations. Don't have room to list all the auto manufacturers, agencies, etc. Nothing and noone is out of their realm.. See y'all on much higher ground!

$MSOS I have read a number of posts outlining why the S3 announcement might take longer than perhaps people thought. Frankly I can't argue with their logic and despite the fact I am still firmly in the Sept camp I won't be shocked if I am wrong (although I might be a bit if it extended past the midterms). Ultimately, I am not sure it matters as this was always a two part equation. First finalize S3, second the arrival (hopefully) of fresh Institutional Capital. On the latter score, I did receive information re one MSOS company (although not one of the top 2 holdings) that intitutional equiries and request for one-on-ones were both up materially. So it sound like the work to understand the investment opportunity and hopefully get the neccessary approvals inplace is progressing. I assume that the larger names are seeing similar and probably more. This is a process and pace will vary by institution. Last I checked money moves markets so I take this important as a positive.