# $IREN Catalyst Posts & Social Intelligence Recap — March 04, 2026

> **Asset:** $IREN  
> **Date:** 2026-03-04 (March 04, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/iren/2026-03-04  
> **Token Profile:** https://cryptitalk.com/tokens/iren.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @LuxAlgo
> **Author:** LuxAlgo ([@LuxAlgo](https://x.com/LuxAlgo))  
> **Metrics:** 171 likes · 17 retweets · 8 comments · 138.8K views  

> **Posted:** 2026-03-04T21:42:21+00:00  


> **Source Link:** [https://x.com/LuxAlgo/status/2029311509323497874](https://x.com/LuxAlgo/status/2029311509323497874)  


> 
> "JUST IN:

$IREN to increase total GPU's by 50% with purchase of 50,000 additional Nvidia $NVDA B300 chips."


### Post #2 by @Yeah_Dave
> **Author:** YeahDave ([@Yeah_Dave](https://x.com/Yeah_Dave))  
> **Metrics:** 125 likes · 6 retweets · 26 comments · 82.8K views  

> **Posted:** 2026-03-04T22:21:40+00:00  


> **Source Link:** [https://x.com/Yeah_Dave/status/2029321406476108147](https://x.com/Yeah_Dave/status/2029321406476108147)  


> 
> "$IREN buying this much Blackwell today for H2 2026 when $NBIS and the other hyperscalers are already deploying Rubin in H2 2026?"


### Post #3 by @Umbisam
> **Author:** 𝒰𝓂𝒷𝒾𝓈𝒶𝓂 ([@Umbisam](https://x.com/Umbisam))  
> **Metrics:** 221 likes · 13 retweets · 41 comments · 80.2K views  

> **Posted:** 2026-03-04T22:35:22+00:00  


> **Source Link:** [https://x.com/Umbisam/status/2029324853191295018](https://x.com/Umbisam/status/2029324853191295018)  


> 
> "$IREN Launching A Monster $6B ATM … Wow."


### Post #4 by @FransBakker9812
> **Author:** Frans Bakker ([@FransBakker9812](https://x.com/FransBakker9812))  
> **Metrics:** 421 likes · 35 retweets · 24 comments · 60.3K views  

> **Posted:** 2026-03-04T11:47:27+00:00  


> **Source Link:** [https://x.com/FransBakker9812/status/2029161798067196139](https://x.com/FransBakker9812/status/2029161798067196139)  


> 
> "Looking at $IREN's BTC wallet, it appears that the BTC production is still declining.
The MoM production from January to February has seen a relatively larger drop than January compared to December.
It appears that more hash was taken offline, but it's being done gradually.

The"


### Post #5 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 407 likes · 31 retweets · 42 comments · 51.1K views  

> **Posted:** 2026-03-04T21:46:18+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2029312505969820140](https://x.com/TheTechInvest/status/2029312505969820140)  


> 
> "BREAKING: $IREN NOW TARGETS AN AI CLOUD ARR OF OVER $3.7B BY THE END OF 2026"


### Post #6 by @scludweed
> **Author:** Scludweed ([@scludweed](https://x.com/scludweed))  
> **Metrics:** 350 likes · 15 retweets · 38 comments · 45.0K views  

> **Posted:** 2026-03-04T22:57:57+00:00  


> **Source Link:** [https://x.com/scludweed/status/2029330537224261937](https://x.com/scludweed/status/2029330537224261937)  


> 
> "$IREN

Red Alert! - IMHO this is the signal we've been awaiting.

Folks!  This is proof of a "lesson learned" from the MSFT deal.  Put the GD ATM in place and use it as you go at "inflated" prices.  There is no way a $6 Billion ATM gets announced without a SERIOUSLY huge deal"


### Post #7 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 144 likes · 21 retweets · 15 comments · 44.2K views  

> **Posted:** 2026-03-04T23:46:32+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029342760193671240](https://x.com/jiahanjimliu/status/2029342760193671240)  


> 
> "$IREN: ATM Precursor to SW1 Deal?

Thanks to 
@HageFinancial
 on plotting out the MSFT deal timeline. 

Oct 14, 2025: $1B ATM 
Oct 28, 2025: 5.8B GPU order for Liquid Cooled GB300s. 
Nov 3: 9.7B MSFT Deal.

Extrapolated timeline means: 
1) 2 weeks until GPU order for SW1.   
2) 1"


### Post #8 by @MarkosAAIG
> **Author:** Markos ([@MarkosAAIG](https://x.com/MarkosAAIG))  
> **Metrics:** 104 likes · 3 retweets · 6 comments · 34.4K views  

> **Posted:** 2026-03-04T17:00:16+00:00  


> **Source Link:** [https://x.com/MarkosAAIG/status/2029240522796077309](https://x.com/MarkosAAIG/status/2029240522796077309)  


> 
> "As a $NBIS investor, I’m not really surprised by this. Also as an $IREN investor, I wouldn’t be surprised about this. Because time to data center and time to energy is very important for the big players. And if they want to take full advantage of the services of the NeoCloud / AI"


### Post #9 by @IamBitcoinTrail
> **Author:** TheBitcoinTrail ([@IamBitcoinTrail](https://x.com/IamBitcoinTrail))  
> **Metrics:** 117 likes · 13 retweets · 15 comments · 30.2K views  

> **Posted:** 2026-03-04T22:31:01+00:00  


> **Source Link:** [https://x.com/IamBitcoinTrail/status/2029323757429637609](https://x.com/IamBitcoinTrail/status/2029323757429637609)  


> 
> "$IREN with a $6B ATM."


### Post #10 by @FilingTracker
> **Author:** Filing Tracker ([@FilingTracker](https://x.com/FilingTracker))  
> **Metrics:** 62 likes · 24 retweets · 6 comments · 30.1K views  

> **Posted:** 2026-03-04T22:26:29+00:00  


> **Source Link:** [https://x.com/FilingTracker/status/2029322618591973744](https://x.com/FilingTracker/status/2029322618591973744)  


> 
> "$IREN Offering increased to $6 billion:
sec.gov/Archives/edgar
…"


### Post #11 by @anandragn
> **Author:** Anand ([@anandragn](https://x.com/anandragn))  
> **Metrics:** 115 likes · 5 retweets · 10 comments · 23.5K views  

> **Posted:** 2026-03-04T03:40:36+00:00  


> **Source Link:** [https://x.com/anandragn/status/2029039278177554744](https://x.com/anandragn/status/2029039278177554744)  


> 
> "Final call to my fellow $IREN buddies, the good folks I genuinely don’t want to see get hurt.

The geniuses who told me that I'm wrong, $IREN is already -20% since this

This could unravel,
$35.5 must hold on downside… otherwise $28-$30 is likely. 

Break $44-$47 for upside."


### Post #12 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 233 likes · 3 retweets · 34 comments · 22.8K views  

> **Posted:** 2026-03-04T23:02:06+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029331578334155176](https://x.com/BitcoinAIGuy/status/2029331578334155176)  


> 
> "so... $IREN is announcing a deal tomorrow?"


### Post #13 by @FL0WG0D
> **Author:** Flow God ([@FL0WG0D](https://x.com/FL0WG0D))  
> **Metrics:** 218 likes · 19 retweets · 4 comments · 21.8K views  

> **Posted:** 2026-03-04T14:54:54+00:00  


> **Source Link:** [https://x.com/FL0WG0D/status/2029208970842276347](https://x.com/FL0WG0D/status/2029208970842276347)  


> 
> "$IREN - $338K Call buyer"


### Post #14 by @MMatters22596
> **Author:** The Analyst ([@MMatters22596](https://x.com/MMatters22596))  
> **Metrics:** 208 likes · 16 retweets · 20 comments · 19.8K views  

> **Posted:** 2026-03-04T22:51:00+00:00  


> **Source Link:** [https://x.com/MMatters22596/status/2029328785385181510](https://x.com/MMatters22596/status/2029328785385181510)  


> 
> "Oh yes baby… just stay above that yellow trend line.

$IREN is flirting with a breakout and looks ready for its next big move.

If the structure holds, the next destination is the $103 – $122 zone."


### Post #15 by @dannycheng2022
> **Author:** Danny cheng ([@dannycheng2022](https://x.com/dannycheng2022))  
> **Metrics:** 168 likes · 6 retweets · 7 comments · 19.5K views  

> **Posted:** 2026-03-04T16:42:22+00:00  


> **Source Link:** [https://x.com/dannycheng2022/status/2029236015748251903](https://x.com/dannycheng2022/status/2029236015748251903)  


> 
> "Oh man, to be brutally honest, I crack up every time some self-proclaimed Elliott Wave wizards drop their doomsday prophecies: 
$ASTS plunging to $22 before we even sniff wave 4 or 5! 
$PLTR ABC correction straight back to $25!
$ONDS cratering to $3! 
$IREN kissing $8 goodbye!"


### Post #16 by @StockOptions888
> **Author:** SniperAlert ([@StockOptions888](https://x.com/StockOptions888))  
> **Metrics:** 369 likes · 39 retweets · 91 comments · 17.2K views  

> **Posted:** 2026-03-04T16:15:42+00:00  


> **Source Link:** [https://x.com/StockOptions888/status/2029229304769593702](https://x.com/StockOptions888/status/2029229304769593702)  


> 
> "Sending $2,500 of today’s $ABR profits to someone who likes this tweet 

Turn my notifications on  

(Must be following to DM) $SPY $QQQ 

$BMNR $IREN $COIN"


### Post #17 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 149 likes · 9 retweets · 10 comments · 15.2K views  

> **Posted:** 2026-03-04T21:35:04+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029309678316925165](https://x.com/BitcoinAIGuy/status/2029309678316925165)  


> 
> "Wen deal $IREN"


### Post #18 by @TheBigDegen
> **Author:** Big Degen ([@TheBigDegen](https://x.com/TheBigDegen))  
> **Metrics:** 128 likes · 13 retweets · 7 comments · 12.5K views  

> **Posted:** 2026-03-04T11:30:37+00:00  


> **Source Link:** [https://x.com/TheBigDegen/status/2029157562063716508](https://x.com/TheBigDegen/status/2029157562063716508)  


> 
> "Dear current and potential $IREN investors.

Patience is a virtue!! 

Current market with its bearish macro conditions will be choppy for a while… 

BUT, once IREN starts executing on its Microsoft contract and those multi-billion dollar revenues start materialising, there will"


### Post #19 by @BlackPantherCap
> **Author:** Black Panther Capital ([@BlackPantherCap](https://x.com/BlackPantherCap))  
> **Metrics:** 299 likes · 27 retweets · 14 comments · 12.5K views  

> **Posted:** 2026-03-04T15:13:30+00:00  


> **Source Link:** [https://x.com/BlackPantherCap/status/2029213651547173292](https://x.com/BlackPantherCap/status/2029213651547173292)  


> 
> "$IREN +11.79% 

The Queen is tired of bears BS. She don’t care today."


### Post #20 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 141 likes · 5 retweets · 6 comments · 12.5K views  

> **Posted:** 2026-03-04T22:01:51+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2029316417988731177](https://x.com/EndicottInvests/status/2029316417988731177)  


> 
> "$IREN $3.7B in revenue by end of this fiscal year

50k more $NVDA GPUs 

ATM offering

Big announcement. 

Bullish the entire AI infra sector"


### Post #21 by @AvivArazi
> **Author:** Lil’ Mafia | ([@AvivArazi](https://x.com/AvivArazi))  
> **Metrics:** 52 likes · 6 retweets · 7 comments · 11.3K views  

> **Posted:** 2026-03-04T15:08:13+00:00  


> **Source Link:** [https://x.com/AvivArazi/status/2029212323848540425](https://x.com/AvivArazi/status/2029212323848540425)  


> 
> "Do not bet against this person 

USA USA USA 

$IREN"


### Post #22 by @MarketMaestro1
> **Author:** MarketMaestro ([@MarketMaestro1](https://x.com/MarketMaestro1))  
> **Metrics:** 66 likes · 2 retweets · 4 comments · 9.9K views  

> **Posted:** 2026-03-04T23:59:26+00:00  


> **Source Link:** [https://x.com/MarketMaestro1/status/2029346007452995820](https://x.com/MarketMaestro1/status/2029346007452995820)  


> 
> "$IREN
The path I marked with the arrow is possible. The only condition is that.."


### Post #23 by @chiptomunk
> **Author:** chip ([@chiptomunk](https://x.com/chiptomunk))  
> **Metrics:** 76 likes · 0 retweets · 20 comments · 9.2K views  

> **Posted:** 2026-03-04T22:17:04+00:00  


> **Source Link:** [https://x.com/chiptomunk/status/2029320246612423045](https://x.com/chiptomunk/status/2029320246612423045)  


> 
> "Everyone engagement farming on the $IREN GPU expansion.

No one mentioning the vague new ATM to fund it.

Long the stock but there is zero intellectual honesty among influencer mfers."


### Post #24 by @LEADER_TRADING
> **Author:** LEADER TRADING  ([@LEADER_TRADING](https://x.com/LEADER_TRADING))  
> **Metrics:** 66 likes · 3 retweets · 7 comments · 9.1K views  

> **Posted:** 2026-03-04T15:32:30+00:00  


> **Source Link:** [https://x.com/LEADER_TRADING/status/2029218434320318558](https://x.com/LEADER_TRADING/status/2029218434320318558)  


> 
> "$IREN beautiful. Closed RIGHT on that lower trendline after falling below it to the $37s. Following it up with a +12% performance so far today."


### Post #25 by @bitcoinbutcher1
> **Author:** ₿itcoin ₿utcher ([@bitcoinbutcher1](https://x.com/bitcoinbutcher1))  
> **Metrics:** 88 likes · 4 retweets · 6 comments · 9.0K views  

> **Posted:** 2026-03-04T18:34:52+00:00  


> **Source Link:** [https://x.com/bitcoinbutcher1/status/2029264328419889566](https://x.com/bitcoinbutcher1/status/2029264328419889566)  


> 
> "Let’s give credit where credit is due.

100% prepay for $nbis helps funding efforts with less propensity to tap new equity or debt.  Better for shareholders

Let’s see if $iren can match."


### Post #26 by @edge_of_power
> **Author:** Edge Of Power ([@edge_of_power](https://x.com/edge_of_power))  
> **Metrics:** 38 likes · 1 retweets · 4 comments · 7.4K views  

> **Posted:** 2026-03-04T22:25:05+00:00  


> **Source Link:** [https://x.com/edge_of_power/status/2029322265616146658](https://x.com/edge_of_power/status/2029322265616146658)  


> 
> "A new update just came out from $IREN and there are a few details that are actually more interesting than the headline.Earlier the company was guiding for roughly 140k GPUs and about $3.4B AI Cloud ARR once the platform is scaled. Now the target moves to 150k GPUs and more than"


### Post #27 by @Kaizen_Investor
> **Author:** KaizenInvestor ([@Kaizen_Investor](https://x.com/Kaizen_Investor))  
> **Metrics:** 53 likes · 4 retweets · 8 comments · 7.0K views  

> **Posted:** 2026-03-04T22:38:04+00:00  


> **Source Link:** [https://x.com/Kaizen_Investor/status/2029325532593320308](https://x.com/Kaizen_Investor/status/2029325532593320308)  


> 
> "Big moment for $IREN. 

This is a massive indicator that IREN is actively hunting for, or is already negotiating, major new cloud contracts.

IREN is buying the hardware before having all the customer signatures on the dotted line. In the AI infrastructure world, high-end GPUs"


### Post #28 by @ripster47
> **Author:** Ripster ([@ripster47](https://x.com/ripster47))  
> **Metrics:** 10 likes · 1 retweets · 3 comments · 6.2K views  

> **Posted:** 2026-03-04T15:48:46+00:00  


> **Source Link:** [https://x.com/ripster47/status/2029222526820262022](https://x.com/ripster47/status/2029222526820262022)  


> 
> "$NBIS $IREN 

Just like that we hit our first target
See before/after

Lear Ripster MTF Magnet Setup so you do not sell early!!
Swing or Day Trade work both ways

Guidance 
@TENETTRADEGROUP"


### Post #29 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 37 likes · 0 retweets · 13 comments · 6.2K views  

> **Posted:** 2026-03-04T23:01:47+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2029331501502910685](https://x.com/MB_Hogan/status/2029331501502910685)  


> 
> "Full disclosure , I decided to sell my $IREN today after it bounced back a bit.  I may re-enter later…"


### Post #30 by @TheBronxViking
> **Author:** TheBronxViking ([@TheBronxViking](https://x.com/TheBronxViking))  
> **Metrics:** 42 likes · 6 retweets · 0 comments · 6.0K views  

> **Posted:** 2026-03-04T20:20:26+00:00  


> **Source Link:** [https://x.com/TheBronxViking/status/2029290894021570826](https://x.com/TheBronxViking/status/2029290894021570826)  


> 
> "Big sweeps of the $IREN June $60c's
@unusual_whales"


### Post #31 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 82 likes · 6 retweets · 3 comments · 5.9K views  

> **Posted:** 2026-03-04T23:48:35+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2029343276155760725](https://x.com/ilzmcfly/status/2029343276155760725)  


> 
> "So $IREN Ordered 50K GB300 GPU’s and targets $3.7B ARR 2026

That is 10K extra above guidance at Childress for $300M. 

I love that they were able to squeeze some more room. 

They also announced a ATM Equity program for up to $6B previously $1B. 

That is a massive raise!"


### Post #32 by @StockOptionCole
> **Author:** Cole ([@StockOptionCole](https://x.com/StockOptionCole))  
> **Metrics:** 92 likes · 12 retweets · 2 comments · 5.9K views  

> **Posted:** 2026-03-04T16:49:32+00:00  


> **Source Link:** [https://x.com/StockOptionCole/status/2029237820913795511](https://x.com/StockOptionCole/status/2029237820913795511)  


> 
> "$IREN Sleeping giant waking up today

Break 46 and go 50s

Surf n Turf Dinners or McDonalds Big Arch soon…"


### Post #33 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 15 likes · 2 retweets · 12 comments · 5.5K views  

> **Posted:** 2026-03-04T23:47:37+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2029343036363424026](https://x.com/CernunnosCap/status/2029343036363424026)  


> 
> "$IREN just upped the offering to a massive $6 BILLION

That’s  astronomical dilution just to fund outdated GPUs. Meanwhile, companies like $NBIS (Nebius) are building the actual future with modern AI clusters.

They skipped the Ruben chips for this? The "Delulu Bois" are"


### Post #34 by @miningstockinfo
> **Author:** Bitcoin Mining Stock ([@miningstockinfo](https://x.com/miningstockinfo))  
> **Metrics:** 55 likes · 12 retweets · 6 comments · 5.4K views  

> **Posted:** 2026-03-04T21:34:34+00:00  


> **Source Link:** [https://x.com/miningstockinfo/status/2029309552231854471](https://x.com/miningstockinfo/status/2029309552231854471)  


> 
> "JUST IN:  
@IREN_Ltd
 announces purchase agreements for 50,000 NVIDIA GPUs, expanding its fleet to 150,000. Expected $3.7bn AI cloud revenue run-rate. Deployment through H2 2026 in Canada and Texas. $9.3bn funding secured, with phased deployment aligning with capital. $IREN."


### Post #35 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 68 likes · 8 retweets · 12 comments · 5.2K views  

> **Posted:** 2026-03-04T22:55:11+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029329839434674395](https://x.com/jiahanjimliu/status/2029329839434674395)  


> 
> "$IREN: Secures 50k B300 GPUs!

For those who have been following, $IREN's personal bottleneck is GPU deliveries bottlenecked by HBM, not power or DC construction. Today's secured 50k B300 GPUs which is ~100MW of air cooled DC. 

Where Deployment?
Childress as mentioned as one of"


### Post #36 by @frankyluan
> **Author:** 高买低卖的神 ([@frankyluan](https://x.com/frankyluan))  
> **Metrics:** 14 likes · 2 retweets · 4 comments · 5.1K views  

> **Posted:** 2026-03-04T22:26:02+00:00  


> **Source Link:** [https://x.com/frankyluan/status/2029322503362101610](https://x.com/frankyluan/status/2029322503362101610)  


> 
> "Buy the dip on iren. It can secure shipments—it's pretty badass. Anyone who can get their hands on the GB300 is optimistic."


### Post #37 by @Venu_7_
> **Author:** Venu ([@Venu_7_](https://x.com/Venu_7_))  
> **Metrics:** 57 likes · 2 retweets · 6 comments · 5.0K views  

> **Posted:** 2026-03-04T18:56:39+00:00  


> **Source Link:** [https://x.com/Venu_7_/status/2029269812128669719](https://x.com/Venu_7_/status/2029269812128669719)  


> 
> "$NBIS $CRWV $IREN leading AI infrastructure today.

Still a lot of work to do, but early signs of life in the theme.

Is AI infrastructure setting up for a comeback?"


### Post #38 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 21 likes · 0 retweets · 4 comments · 5.0K views  

> **Posted:** 2026-03-04T21:55:17+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2029314763985961286](https://x.com/ilzmcfly/status/2029314763985961286)  


> 
> "$IREN Established a ATM Equity Program 

Similar to what $NBIS did in 2025

I assume we will get more details soon."


### Post #39 by @growthrapidly
> **Author:** Joel ([@growthrapidly](https://x.com/growthrapidly))  
> **Metrics:** 76 likes · 3 retweets · 11 comments · 4.9K views  

> **Posted:** 2026-03-04T21:48:44+00:00  


> **Source Link:** [https://x.com/growthrapidly/status/2029313115188310385](https://x.com/growthrapidly/status/2029313115188310385)  


> 
> "$IREN Expanding to 150,000 GPUs is huge!! Iren is now a major player in the industry."


### Post #40 by @MitchMartan98
> **Author:** Mitchell Martan ([@MitchMartan98](https://x.com/MitchMartan98))  
> **Metrics:** 20 likes · 0 retweets · 3 comments · 4.7K views  

> **Posted:** 2026-03-04T21:45:16+00:00  


> **Source Link:** [https://x.com/MitchMartan98/status/2029312243196633538](https://x.com/MitchMartan98/status/2029312243196633538)  


> 
> "$IREN “but the figure is based on assumptions and isn’t fully contracted.”

Get it done Iris"


### Post #41 by @otium33
> **Author:** otium ([@otium33](https://x.com/otium33))  
> **Metrics:** 51 likes · 0 retweets · 10 comments · 4.6K views  

> **Posted:** 2026-03-04T23:56:24+00:00  


> **Source Link:** [https://x.com/otium33/status/2029345245767582011](https://x.com/otium33/status/2029345245767582011)  


> 
> "imagine if $IREN got a deal with $6B prepayment  

It’s so fun to watch so many people flip flop like fish out of water not knowing what they own. 

this business along with many other companies dilution comes with growth. 

don’t be so surprised when it comes lmao"


### Post #42 by @beavinvests
> **Author:** Beav Invests ([@beavinvests](https://x.com/beavinvests))  
> **Metrics:** 67 likes · 3 retweets · 5 comments · 4.5K views  

> **Posted:** 2026-03-04T15:16:47+00:00  


> **Source Link:** [https://x.com/beavinvests/status/2029214477594378524](https://x.com/beavinvests/status/2029214477594378524)  


> 
> "I saw some chart squigglers and kid analysts saying $IREN would free fall to $30 yesterday. 

Is that still true?"


### Post #43 by @tempocap2
> **Author:** TommyJR ([@tempocap2](https://x.com/tempocap2))  
> **Metrics:** 32 likes · 0 retweets · 4 comments · 4.4K views  

> **Posted:** 2026-03-04T22:08:04+00:00  


> **Source Link:** [https://x.com/tempocap2/status/2029317983156486261](https://x.com/tempocap2/status/2029317983156486261)  


> 
> "$IREN so 3.4b is now 3.7b ARR 
some dilution coming though"


### Post #44 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 65 likes · 7 retweets · 1 comments · 3.9K views  

> **Posted:** 2026-03-04T15:45:08+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2029221613531721972](https://x.com/McnallieM/status/2029221613531721972)  


> 
> "The market is starting to take notice... 460/4500 MW's 
@IREN_Ltd
  $IREN"


### Post #45 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 15 likes · 1 retweets · 10 comments · 3.5K views  

> **Posted:** 2026-03-04T17:25:22+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2029246836901548371](https://x.com/McnallieM/status/2029246836901548371)  


> 
> "Who’s your bet on??? 

$IREN $CIFR $HUT

Or

$WULF $NBIS $CRWV"


### Post #46 by @GrindeOptions
> **Author:** Cole Grinde ([@GrindeOptions](https://x.com/GrindeOptions))  
> **Metrics:** 51 likes · 0 retweets · 9 comments · 3.4K views  

> **Posted:** 2026-03-04T15:53:01+00:00  


> **Source Link:** [https://x.com/GrindeOptions/status/2029223597630492901](https://x.com/GrindeOptions/status/2029223597630492901)  


> 
> "Those who were buying $IREN in the $30s this week are going to be making some big gains here over the next few quarters."


### Post #47 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 41 likes · 0 retweets · 8 comments · 3.4K views  

> **Posted:** 2026-03-04T15:59:50+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2029225312861540594](https://x.com/DollarCostAvg/status/2029225312861540594)  


> 
> "How’s $IREN ARMY FEELING TODAY ? 

Comment below"


### Post #48 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 35 likes · 4 retweets · 2 comments · 3.2K views  

> **Posted:** 2026-03-04T23:40:43+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029341299921567805](https://x.com/jiahanjimliu/status/2029341299921567805)  


> 
> "$IREN: $3.7B ARR Breakdown

IREN's previous $3.4B ARR is from 140k GPUs Canada (Prince George+Mackenzie+Canal Flats) and H1-4. Let's figure out how the $3.7B and 150k GPUs is split up.

Allocation
Today's 50k B300s purchase go towards Mackenzie and Childress (1). They will most"


### Post #49 by @CyclesWithBach
> **Author:** BACH ([@CyclesWithBach](https://x.com/CyclesWithBach))  
> **Metrics:** 68 likes · 10 retweets · 7 comments · 2.9K views  

> **Posted:** 2026-03-04T20:42:27+00:00  


> **Source Link:** [https://x.com/CyclesWithBach/status/2029296435611492489](https://x.com/CyclesWithBach/status/2029296435611492489)  


> 
> "$IREN 13%

Historically, -1σ or low on $IREN Z-score has been a high-probability bottoming zone that’s preceded major upside moves

Flawless buying spot every time!"


### Post #50 by @ripster47
> **Author:** Ripster ([@ripster47](https://x.com/ripster47))  
> **Metrics:** 16 likes · 1 retweets · 3 comments · 2.8K views  

> **Posted:** 2026-03-04T14:54:34+00:00  


> **Source Link:** [https://x.com/ripster47/status/2029208888814231913](https://x.com/ripster47/status/2029208888814231913)  


> 
> "$NBIS $IREN 
Getting bid over Ripster 1 HR Clouds
if $CRWV Can get Perplexity Deal maybe $IREN $NBIS can get more deals from AI Companies!

MTF longs there today !"


### Post #51 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 15 likes · 2 retweets · 0 comments · 2.5K views  

> **Posted:** 2026-03-04T15:16:50+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2029214492450549794](https://x.com/ilzmcfly/status/2029214492450549794)  


> 
> "$IREN TODAY"


### Post #52 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 60 likes · 15 retweets · 2 comments · 2.2K views  

> **Posted:** 2026-03-04T18:34:41+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2029264280428884385](https://x.com/McnallieM/status/2029264280428884385)  


> 
> "The midweek green day is awesome!!!  $IREN $CIFR $BITF $BTBT"


### Post #53 by @sports_lamb
> **Author:** LAMB ([@sports_lamb](https://x.com/sports_lamb))  
> **Metrics:** 35 likes · 1 retweets · 0 comments · 2.0K views  

> **Posted:** 2026-03-04T21:46:56+00:00  


> **Source Link:** [https://x.com/sports_lamb/status/2029312664430669951](https://x.com/sports_lamb/status/2029312664430669951)  


> 
> "$IREN NOW TARGETS AN AI CLOUD ARR OF OVER $3.7B BY THE END OF 2026"


### Post #54 by @LEAPTRADER_
> **Author:** LEAPTRADER ([@LEAPTRADER_](https://x.com/LEAPTRADER_))  
> **Metrics:** 33 likes · 4 retweets · 3 comments · 2.0K views  

> **Posted:** 2026-03-04T21:47:03+00:00  


> **Source Link:** [https://x.com/LEAPTRADER_/status/2029312694831223289](https://x.com/LEAPTRADER_/status/2029312694831223289)  


> 
> "$IREN is scaling its AI cloud business aggressively.

 Adding >50,000 $NVDA B300 GPUs (Blackwell series, high-performance for AI training/inference).

 Total planned fleet → 150,000 GPUs (mix of prior + new).

 Phased deployment in H2 2026 at Mackenzie (BC) and Childress"


### Post #55 by @otium33
> **Author:** otium ([@otium33](https://x.com/otium33))  
> **Metrics:** 23 likes · 0 retweets · 1 comments · 2.0K views  

> **Posted:** 2026-03-04T23:10:16+00:00  


> **Source Link:** [https://x.com/otium33/status/2029333635040723437](https://x.com/otium33/status/2029333635040723437)  


> 
> "im 100% buying this $iren dip btw"


### Post #56 by @otium33
> **Author:** otium ([@otium33](https://x.com/otium33))  
> **Metrics:** 15 likes · 0 retweets · 2 comments · 1.9K views  

> **Posted:** 2026-03-04T01:19:25+00:00  


> **Source Link:** [https://x.com/otium33/status/2029003748387987687](https://x.com/otium33/status/2029003748387987687)  


> 
> "good sentiment check $iren"


### Post #57 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 24 likes · 0 retweets · 0 comments · 1.8K views  

> **Posted:** 2026-03-04T22:59:25+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2029330905496535419](https://x.com/DollarCostAvg/status/2029330905496535419)  


> 
> "I genuinely appreciate $IREN TEAM TRANSPARENCY AND flawless Execution. 

We are turning to Next Chapter where $IREN IS BECOMING SERIOUS CONTENDER TO $CRWV AND $NBIS"


### Post #58 by @NighthawkTradez
> **Author:** NightHawk Capital ([@NighthawkTradez](https://x.com/NighthawkTradez))  
> **Metrics:** 45 likes · 3 retweets · 3 comments · 1.7K views  

> **Posted:** 2026-03-04T08:48:42+00:00  


> **Source Link:** [https://x.com/NighthawkTradez/status/2029116815377363013](https://x.com/NighthawkTradez/status/2029116815377363013)  


> 
> "$IREN IS A BITCOIN COMPANY BTW"


### Post #59 by @TheSkayeth
> **Author:** Sky ([@TheSkayeth](https://x.com/TheSkayeth))  
> **Metrics:** 32 likes · 0 retweets · 2 comments · 1.6K views  

> **Posted:** 2026-03-04T08:37:09+00:00  


> **Source Link:** [https://x.com/TheSkayeth/status/2029113908888539428](https://x.com/TheSkayeth/status/2029113908888539428)  


> 
> "$IREN dropped 6% today and I added more. MSCI Index inclusion means passive funds have to buy. Every dip is getting absorbed.

I've been wrong on timing.
I don't think I'm wrong on the thesis.  

Largest position. Not going anywhere."


### Post #60 by @bitcoindata21
> **Author:** quantdata21 ([@bitcoindata21](https://x.com/bitcoindata21))  
> **Metrics:** 14 likes · 0 retweets · 1 comments · 1.5K views  

> **Posted:** 2026-03-04T23:46:26+00:00  


> **Source Link:** [https://x.com/bitcoindata21/status/2029342738676687197](https://x.com/bitcoindata21/status/2029342738676687197)  


> 
> "Many $IREN bulls of the last few years are giving some of the $MARA bulls from 2020-2023 a run for their money...as the most unlikeable in the sector."


### Post #61 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 19 likes · 1 retweets · 1 comments · 1.5K views  

> **Posted:** 2026-03-04T17:29:56+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2029247988636258415](https://x.com/LandoInvests/status/2029247988636258415)  


> 
> "I’m staying with $IREN too, great post by Mon"


### Post #62 by @TheBigDegen
> **Author:** Big Degen ([@TheBigDegen](https://x.com/TheBigDegen))  
> **Metrics:** 22 likes · 4 retweets · 0 comments · 1.4K views  

> **Posted:** 2026-03-04T20:31:39+00:00  


> **Source Link:** [https://x.com/TheBigDegen/status/2029293717581119960](https://x.com/TheBigDegen/status/2029293717581119960)  


> 
> "$IREN 

Below are excellent thoughtful insights from a brilliant mind! 

The IREN “inflection” is going to happen soon!! 

Thanks 
@FransBakker9812"


### Post #63 by @InvestNorthwise
> **Author:** Northwise Project ([@InvestNorthwise](https://x.com/InvestNorthwise))  
> **Metrics:** 25 likes · 8 retweets · 0 comments · 999 views  

> **Posted:** 2026-03-04T21:12:00+00:00  


> **Source Link:** [https://x.com/InvestNorthwise/status/2029303872121127242](https://x.com/InvestNorthwise/status/2029303872121127242)  


> 
> "Phase 3 for $IREN is where raw megawatts are converted into monetizable compute.

Once substations are energized, the limiting factor shifts to how quickly data halls can be built, commissioned, and handed over as rack-ready capacity.

Power distribution units, liquid cooling"


### Post #64 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 34 likes · 6 retweets · 1 comments · 944 views  

> **Posted:** 2026-03-04T17:19:03+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2029245247793029370](https://x.com/McnallieM/status/2029245247793029370)  


> 
> "Double Digit Club!!!  $HUT $IREN $BITF $SLNH $ABTC $DMGI"




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