$IREN Catalyst Posts
November 03, 2025Single-day social intelligence recap and verified catalyst posts · ← Back to $IREN Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
71 source posts analyzed· 2025-11-03T11:19:54+00:00$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft Key details of the transaction: - $9.7bn AI Cloud contract value - 5-year average term - 20% prepayment - 200MW (IT load) data centers - NVIDIA GB300 GPU deployments Refer to the press
· 2025-11-03T12:45:57+00:00Bitcoin miner turned AI bubble stock $IREN is up 22% pre-market on announcing a $9.7 billion GPU contract with $MSFT. As always, the devil is in the details. Before it can provide any service, IREN first needs to spend $5.8 billion buying the GPUs and ancillaries. MSFT will
· 2025-11-03T12:24:50+00:00BREAKING: CANTOR FITZGERALD RAISES IREN PRICE TARGET TO $142
· 2025-11-03T11:25:29+00:00$IREN JUMPS 27% ON $10B MICROSOFT AI DEAL CEO Daniel Roberts said they’ve “always viewed the major hyperscalers as natural partners” & that talks have accelerated as compute demand & Iren’s AI Cloud capabilities expanded. Power has become the pricing layer of intelligence.
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· 2025-11-03T11:02:51+00:00$IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT
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· 2025-11-03T11:08:15+00:00JUST IN: $IREN just announced a 5-year, $9.7B agreement with Microsoft to supply GB300 GPUs. Congrats bulls! The deal includes a 20% prepayment and rollout through 2026 at its 750MW Childress, Texas site. $IREN also secured a $5.8B equipment deal with Dell (including GPUs)
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· 2025-11-03T12:56:53+00:00THE HYPERSCALERS NEED THE NEO-CLOUDS. 2 NEW DEALS TODAY: $IREN 5-YEAR $9.7B MICROSOFT DEAL $CIFR 15-YEAR $5.5B AWS DEAL This follows the $17B 5-year $NBIS deal with Microsoft announced 3 months ago. AI infrastructure demand is just not slowing down…
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· 2025-11-03T15:49:44+00:00If I had sold all my $PLTR and put it into $IREN at around $6, my net worth would now be $20-$30M
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· 2025-11-03T11:31:35+00:00$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack
· 2025-11-03T22:42:58+00:00BREAKING: Dan Roberts, $IREN CEO $IREN is expected to generate $3.5B to $3.4B in revenue in 2026. Number of analysts are saying we need 45 GW of new data centers by 2028. We’ve got 3 GW. —— OMG That’s 6.6% of the projected TAM.
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· 2025-11-03T12:24:56+00:00$IREN signed a 5 year deal with Microsoft. $CIFR signed a 15 year deal with Amazon. What a great way to start the week.
· 2025-11-03T12:27:11+00:00$IREN "You may think the price is $50 or $100, I think it's $1000" ~MA
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· 2025-11-03T14:13:10+00:003 things were evident to me after $IREN Q4 FY2025 ER: 1. The world is headed towards a power/resource glut. 2. IREN has the ability to convert capital into datacenters. 3. Few other companies if any have this ability. $IREN was thus a mistake of omission for me.
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· 2025-11-03T14:51:50+00:00I bought some more IREN, CIFR and HUT this morning
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· 2025-11-03T13:01:26+00:00BREAKING: CANTOR FITZGERALD RAISES IREN PRICE TARGET TO $142
· 2025-11-03T13:07:10+00:00BREAKING $IREN PT RAISED TO $142 AT CANTOR FITZGERALD
· 2025-11-03T12:20:39+00:00Day 77 — RD101: Non-Consensus & Right Everyone thought $IREN was a bitcoin miner. Today Microsoft just signed a multi-billion-dollar AI deal with them. The lesson? The real money’s made by seeing the truth before the crowd does. That’s Rising Dynasty 101: Own the future, don’t
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· 2025-11-03T20:19:20+00:00BREAKING: $IREN PT RAISED TO $94 AT ROTH CAPITAL “The firm updated its model and analysis to reflect a slightly broader AI cloud business than previously expected. The company’s $MSFT deal at Childress brings a level of credibility the firm believes investors were looking
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· 2025-11-03T11:36:40+00:00$IREN November 3, 2025 ... Historic Day, A Day To Remember
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· 2025-11-03T16:46:15+00:00You’re exit liquidity. I feel horrible for you so I’ll explain with grace one last time. $IREN just sold shareholders out for exit liquidity. IREN must SPEND or FINANCE roughly $5.8B immediately with Dell for Nvidia hardware. The deal effectively turns IREN into a hyperscaler
· 2025-11-03T18:00:00+00:00B. RILEY RAISES $IREN TARGET TO $74 CANTOR FITZGERALD LIFTS $IREN TARGET TO $100
· 2025-11-03T11:25:00+00:00Companies that have strong $HPC setups should do REALLY WELL in the months ahead based $IREN's news. This is just another indicator that @mikealfred is a great person to listen to when it comes to this space.
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· 2025-11-03T11:44:54+00:00$IREN 60% of my portfolio and growing. Concentration builds wealth. Taking profits early HURTS. Do not jump off a RAGING ROCKET. Thank you for coming to my TED Talk.
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· 2025-11-03T14:10:59+00:00IREN and CIFR longs this morning…. #RisingDynasty
· 2025-11-03T11:38:39+00:00Microsoft inks $9.7 B Deal with $IREN for Compute in Texas (about 10% of IREN total capacity.)
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· 2025-11-03T15:30:40+00:00People asking if I'm taking profits. I'll think about it when $IREN is at $200, and $CIFR at $151. NFA.
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· 2025-11-03T15:01:23+00:00$CIFR and $IREN are AI data center giants . Best thematic pair trade of 2025.
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· 2025-11-03T16:43:24+00:00$IREN “Not Buying The Queen Was A Mistake Of A Mission, For Me” - Respect @alc2022 !
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· 2025-11-03T14:09:58+00:00I think at this point we are still early enough and this still makes a lot of sense... MUST OWN IN ANY PORTFOLIO: $IREN $CIFR
· 2025-11-03T11:28:52+00:00Well that was the shortest 6 months ever. Congrats bulls! I will post my thoughts after I read the complete filing! $IREN Bulls rejoice!
· 2025-11-03T12:47:41+00:00$CIFR $IREN 70% of my portfolio:
· 2025-11-03T12:25:47+00:00BOOM, $IREN secured partnership with Microsoft
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· 2025-11-03T16:07:31+00:00$IREN $CIFR - MM’s desperately trying to “sell the news” because they are caught offsides so badly, but it will not work for much longer. Just keep your eyes on the prize. Make no mistake, this was life changing news today. And it’s only just started.
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· 2025-11-03T12:34:45+00:00Huge congratulations to $IREN & $CIFR holders — just the beginning. $OPEN is next.
· 2025-11-03T13:20:35+00:00THE NEXT $IREN & THE HIDDEN GRID-TECH NAME $IREN surged after its deal with $MSFT, confirming strong institutional backing. I’m watching $BTDR, a smaller “baby IREN” showing real promise. Also accumulating $POET, a grid-tech play that may reveal big buyers in early
· 2025-11-03T13:10:17+00:00Congratulations!!! You were the first to tout $IREN on Charles Payne!!! Well done!!! #RYSINGDYNASTY
· 2025-11-03T12:53:34+00:00This is my quant. $IREN $CIFR $OPEN
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· 2025-11-03T14:39:03+00:00$IREN up more than 50% off the lows AI & data centers one of the easiest investment thesis's over the next few years
· 2025-11-03T12:44:46+00:00NEW: MICROSOFT $MSFT SIGNS $9.7B AI CLOUD DEAL WITH IREN $IREN FOR AI CLOUD CAPACITY
· 2025-11-03T11:22:48+00:00$IREN I told you since it was $6, I clearly charted it since it was $19, I'm gonna say it: I TOLD YOU!
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· 2025-11-03T13:48:34+00:00$IREN can still 10x-20X (math below, we are still EARLY). $2.5B ARR (per below) represents 12% of announced capacity. Full capacity is $2.5B ARR / .12 = $20.8B in ARR. IREN's EBITDA margin is 80%. $20.8B * 80% margin is $16.6B EBITDA. Conservative EBITDA multiple is 15x. $16.6B
· 2025-11-03T12:04:09+00:00$IREN & $MSFT Deal, My Take Arguably the best among all deals announced so far by peers... we didn't have to give away Queen's warrants or equity, we'll have 20% of prepayments to discount on years 3-5, ie not before, Dell most likely finances a large part of the $5.8B in GPUs
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· 2025-11-03T13:17:47+00:00$IREN +22% in premarket and back to ATH’s.
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· 2025-11-03T20:19:10+00:00Omg. $IREN “Dan, how is this going to impact your bottom line” Dan replies talking about ARR, mentioned 85% EBITDA margin, finished with ARR.
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· 2025-11-03T11:22:31+00:00$IREN: $9.7B Microsoft Deal. That's it, that's the tweet...
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· 2025-11-03T19:01:53+00:00I’ll be coming on the @cvpayne Making Money show later in the hour to talk IREN, CIFR, HUT, and other #RisingDynasty names. Tune in to @FoxBusiness now
· 2025-11-03T12:55:30+00:00$IREN Hit 78 in pre-market.
· 2025-11-03T13:11:39+00:00The $IREN early birds are having a smorgasbord that would put Templeton to shame. Grats, all and $74 still TOO CHEAP
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· 2025-11-03T15:35:04+00:00IREN, $IREN, is up 12% after announcing a deal to provide $NVDA chips to OpenAI. Here is the net premium:
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· 2025-11-03T13:24:29+00:00People avoid easy trades because it looks too good to be true. Dont do that. $HOOD looked easy $IREN looked easy $SOFI looked easy $TSLA looked easy $CRDO looked easy $NBIS looked easy $PLTR looked easy $HUT looked easy $CIFR looked easy $CCJ looked easy $FSLR looked easy
· 2025-11-03T16:24:25+00:00IREN gets short-term headlines and long-term capex strain. Microsoft secured 5 year optionality on hardware it didn’t have to fund. You are exit liquidity. This is the type of management that leads a company to zero. Pigeon can warn. Do not kill the messenger.
· 2025-11-03T19:00:17+00:00Long Mara. short IREN. Spot BTC. This is the institutional trade. You can like it or hate it. Your opinion doesn’t move the market.
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· 2025-11-03T14:00:29+00:00▶ Video Content SummarySample video description 22
· 2025-11-03T12:42:29+00:00IREN shares surge nearly 30% as bitcoin miner inks $9.7 billion AI cloud deal with Microsoft
· 2025-11-03T16:50:22+00:00This is why I left the "Mining Mafia" someone hid my viral $IREN post just now. Considering that besides @mikealfred (who was the first and loudest voice) it was me, @BenWerkman and @Charge_Stack (R.I.P) that were the ones explaining that $IREN and $CIFR and $WULF were Energy |
· 2025-11-03T13:18:54+00:00Breaking news from yesterday - Microsoft has signed a $9.7 billion deal with IREN for AI cloud capacity. The Bitcoin miner–turned–neocloud firm plans to purchase $5.8 billion in GPUs from Dell and projects $1.9 billion in annual revenue - Balancer was hacked for $128M - Aave
· 2025-11-03T16:26:33+00:00People hate me because I tell the truth. The contract allows termination if IREN misses timelines or delivery milestones . In practice, that means Microsoft can walk away, but IREN still owes vendors. IREN management just hung themselves. You are exit liquidity. Get out.
· 2025-11-03T15:43:51+00:00$IREN Gap and Crap today but did give us hard time first 30 minutes before giving the final short!! 74 level held strong Guidance @TENETTRADEGROUP
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· 2025-11-03T14:17:14+00:00What a great call over the weekend. $IREN has delivered! $OPEN is next
· 2025-11-03T19:10:23+00:00When someone buys IREN at $60 instead of $3. The process works like this. To protect their identity, they defend the stock, attack me, and double down. All classic cognitive dissonance. Price becomes their moral proof. This is how bubbles work.
· 2025-11-03T17:11:41+00:00$5.8B capex financed by IREN shareholders Pigeon will be vindicated once again. I’ve spoken against IREN at ALL TIME HIGHS. people don’t like it. When I speak for something at ALL TIME LOWS people don’t like it. People just hate the truth.
· 2025-11-03T15:56:15+00:00$IREN - For the stock that you are holding, it has gapped up over 15-20%, what prevents you from taking some gains
· 2025-11-03T16:21:05+00:00$IREN - Entry: 66 Stop: 65
· 2025-11-03T13:46:35+00:00Tenet Market Wake-Up Summary NOV.03.25 $SPX $TSLA $NVDA $MSFT $IREN $AMZN $GOOGL $PYPL $COIN $SM $CIVI $GM $STLA $VWAGY $UTHR $KMB $KVUE $PLTR $BRKR $BRK.B $PEG $FUBO $IDXX $NFLX $CSCO $ROKU $SNDK $BRO $CHTR $IQV $CMPO $IDCC $QURE $ALVO @ripster47 | @tenet_research |
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· 2025-11-03T16:53:58+00:00I can’t believe IREN just traded 1 headline for the death of their company. Many lives will be destroyed. You should’ve bought IREN at $3 or even $10. Could sell for 700-1000% gain. Today. Do not buy now. Management just exit scammed. You become the liquidity.
· 2025-11-03T19:28:58+00:00Bitcoin Miners IREN, Cipher Rise After Multi-Billion-Dollar Microsoft, Amazon Deals ► decrypt.co/347193/bitcoin …
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· 2025-11-03T20:00:13+00:00LATEST: BTC MINER IREN ( NASDAQ: $IREN ) LANDS $9.7 BILLION MICROSOFT DEAL The deal provides Microsoft ( NASDAQ: $MSFT ) access to Nvidia GB300 GPUs housed in IREN’s data centers. The deal signifies IREN's strategic pivot into AI cloud services while maintaining its
· 2025-11-03T16:48:24+00:00Master class shitcoin behavior. Headlines for exit liquidity. Retail left holding the bags. $IREN is the $LINK of BTC miners. -pigeon
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· 2025-11-03T17:07:14+00:00Mining Mafia was formed to specifically pump insiders bags. IREN and CIPHER. It was also formed to begin a smear campaign against MARA and RIOT. Mining Mafia are scammers. All of them. They basically formed a short sellers group. pushing false narratives and misinformation
· 2025-11-03T20:23:07+00:00When I told everyone to buy at 15k They said: “tough when you didn’t sell the top huh” When I tell everyone to sell IREN at $75 They say “tough when you didn’t catch a moonshot huh” Same people. Different side of the coin. Human behavior never changes
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· 2025-11-03T14:09:08+00:00One regret this cycle. I should have held onto my Bitcoin Miners Stocks for longer. Decent profit out of them, but sheeeee they've gone up a lot. $IREN $WULF