$IREN Catalyst Posts
March 05, 2026Single-day social intelligence recap and verified catalyst posts Β· β Back to $IREN Profile Β· Market Rankings
π¬ Curated Viral Posts & Community Evidence
73 source posts analyzedΒ· 2026-03-05T19:33:46+00:00Why Jim Invest in $IREN instead of $NBIS @daniel_koss gave a well thought out $NBIS case. I will present the $IREN case. We've messaged and I respect Daniel's takes. We do occasional fact-based roasts for fun. To present my $IREN case, I will first explain why owning the
Β· 2026-03-05T21:48:55+00:00Iβve said this before with $CRCL pre-IPO lockup at $200. And Iβll say it again with $IREN post-$6B dilution to prove a point: TA and Charting alone, is pure astrology and snake oil. Prices are extremely multifaceted, they primarily follow 3 things: - Fundamentals (revenue,
Β· 2026-03-05T05:25:16+00:00Lots of opinions and theories on the $6B ATM, and the 50k B300 purchase by $IREN. My take-aways/opinions: 1. I think the $6B ATM will not be used or GPUs, but provide a base to draw from, to fund the infrastructure build-out that will be the foundation for the GPU deployments
Β· 2026-03-05T13:19:56+00:00$IREN Weekly Space 3/8/2026 @ 9PM ET Join us this Sunday for another @IREN_Ltd themed space. This week, we are happy to announce the co-CEO of IREN, @danroberts0101 as guest speaker on our space. Co-host: @bitcoinbutcher1 See you Sunday! RSVP: x.com/i/spaces/1AKEm β¦
Β· 2026-03-05T04:05:29+00:00$IREN's Blackwell expansion into Texas The biggest takeaway from this announcement is that a portion of $IREN's newly procured 50k B300 order will be deployed in Texas. Thatβs MASSIVE... On the recent Q4 earnings call, management repeatedly emphasized that hyperscalers are
Β· 2026-03-05T11:47:14+00:003 days later $IREN is having another $6B ATM, selling almost half their marketcap on the open market. Monetizing 3-4GW capacity sounds good, but not if youβre an existing shareholder. Doesnβt look like their economics cover enough of their capex in the way $NBIS does. My bull
Β· 2026-03-05T08:02:12+00:00$IREN just dropped the biggest news of 2026 for AI infrastructure. 50,000 NVIDIA B300 GPUs secured. Total fleet: 150,000 GPUs. Let me walk you through why this is MORE bullish than the headline suggests: The Texas angle nobodyβs talking about: A portion of these B300s are
Β· 2026-03-05T02:24:04+00:00Funny seeing the comments about $IREN's $6B ATM I've literally seen this movie before. When $IREN was a ~$2B market cap company they announced a $1B ATM. Same exact reaction: dumb money panicked, stock took a hit, smart money loaded up. The stock went up almost 10x. Here's
Β· 2026-03-05T16:10:07+00:00$IREN no position but if this is at $42 end of April, consider me interested
Β· 2026-03-05T20:34:04+00:00βSir, I regret to inform you we mistook $IREN for Iran.β
Β· 2026-03-05T16:32:05+00:00Most Valuable Crypto Companies 1. Tether 2. Binance 3. Revolut 4. Strategy 5. Ripple 6. Coinbase 7. Kraken 8. Circle 9. Bitmain 10. IREN 11. OpenSea 12. Hyperliquid 13. Alchemy 14. KuCoin 15. NEAR 16. BitMine 17. StarkWare 18. Fireblocks 19. FalconX 20. Gemini Bookmark for
Β· 2026-03-05T18:30:32+00:00$IREN $110 PT MAINTAINED AT Morgan Stanley
Β· 2026-03-05T00:02:30+00:00$IREN: Why Is IREN buying soon to be previous generation B300s instead of Vera Rubins? $IREN currently has debt load on H1-4 and will need to secure financing to build out SW1 (1.4GW), SW2 (600MW), and OKC (1.6GW). Canada + Childress H5-10 has to be done capital efficiently.
Β· 2026-03-05T01:34:54+00:00Why do I think $IREN is on a trajectory to becoming a multi-trillion-dollar AI Cloud company (AI Factory)? Take a look at this IREN post from today: x.com/iren_ltd/statu β¦. Then read @franklee6924 βs post, βCan IREN become a standard-setter for AI data centers.β
Β· 2026-03-05T00:48:58+00:00$IREN ~45-50% dilution?
Β· 2026-03-05T17:02:32+00:00Some of my highest-conviction setups right now $ZETA β Wave 3 target at $66 $ONDS β Wave 3 target at $23 $IREN β Wave 3 target at $151 $TE β Wave 5 target at $14 Which name carries your strongest conviction?
Β· 2026-03-05T14:35:50+00:00If you are an $IREN investor, this NEEDS to be on your calendar for Sunday night. The man himself will be joining as a guest speaker @danroberts0101 Make sure you're following @FransBakker9812 and @bitcoinbutcher1 who will be hosting this space.
Β· 2026-03-05T06:08:26+00:00OFFICIAL: $IREN has 4.5GW secured power capacity including 2 of the largest data centers on the planet + 150K GPUs compared to nearly 11K GPUs in early 2025.
Β· 2026-03-05T18:50:36+00:00$IREN dilution will likely be accretive over time. There have been many takes on the new $6B ATM. Iβve read most of them, but the simplest way to think about this is to look at the companyβs history. IREN has consistently used equity to fund growth. The previous $1B ATM was
Β· 2026-03-05T16:19:42+00:00$IREN I've read in multiple posts that the $6B ATM raise is effectively an increase from original Aug 28, 2025, $1B ATM up to $6B ATM. Just to clarify, that isn't the case. It's a new, fresh, $6B ATM, adding up to the previous Aug 28, 2025 $1B ATM, entirely tapped out.
Β· 2026-03-05T15:28:06+00:00All the $NBIS boys are worried about $IREN βs growth nowβ¦ i can smell the fear and envy
Β· 2026-03-05T02:21:51+00:00$KOSPI Imagine your countryβs entire stock index trading like $IREN and $NBIS everyday. Entire country is a slot machine - spectacular casino
Β· 2026-03-05T16:58:22+00:00Lots of different views on the $IREN news. My take leans bullish on IRENβs pivot, though I understand the warnings some investors give right now. The $6 billion ATM is a bitter pill. Diluting equity to front-run uncontracted demand is a high-wire gamble, introducing execution
Β· 2026-03-05T00:19:31+00:00$iren if weβre being honest announcing $6B dilution and being down only 6% AH ainβt bad
Β· 2026-03-05T04:17:47+00:00$IREN I read the 8-k tonight, and here are my thoughts. IREN placed a $3.5B hardware order for over 50,000 Nvidia Blackwell GPUs through two subsidiaries: one in Canada ($2.3B) and one in the U.S. ($1.2B). They also announced a $5b ATM increase alongside the order, which
Β· 2026-03-05T22:47:01+00:00$IREN over the past month
Β· 2026-03-05T15:30:36+00:00Did $MARA drop a $6B ATM? Why is it down as much as $IREN?
· 2026-03-05T22:08:33+00:00$IREN just dropped a BOMBSHELL! 50K NVIDIA B300 GPUs locked in, blasting to 150K total by EOY 2026! That's $3.7B run-rate potential by EOY 2026 Texas rollout on 450MW ready-to-go sites? Air-cooled beast mode at 80kW racks⦠competitors can't touch this speed &
· 2026-03-05T14:02:53+00:00Co-CEO of $IREN joining two of the best IREN analysts on X for a Spaces Sunday night. Feels like some big things are brewing here⦠definitely tuning in.
Β· 2026-03-05T16:19:06+00:00βIβm selling $IREN for $NBIS β
Β· 2026-03-05T16:20:45+00:00This is the bear case. I think most probable is still SW1 Deal in April because: IREN was able to finance H1-4 Microsoft Deal with: 1. 3B Convertible for DC 2. 1.94B Prepayment + 3.6B GPU financing for 5.8B GPU cost. In Prince George, IREN has GPU lease-to-buy all of the GPUs
Β· 2026-03-05T07:46:55+00:00$IREN Bear Case: No SW Deal April - Unfortunately Possible Due to High Capex Frans Take I always highly respect @FransBakker9812 $IREN takes so analyze his scenario. He thinks that: 9. "I think Sweetwater 1 will be energized next month, but it won't see a deal any time soon."
Β· 2026-03-05T00:42:23+00:00One year ago $IREN had only 1900 GPU not even 2000. Now the have secured 150,000. Things just got really really serious. $IREN we are Early
Β· 2026-03-05T12:38:29+00:00$NBIS $IREN To be completely transparent since Nebius announcing that ASP rose ~50%, but more importantly customers are willing to prepay up to 100% for GPU deployments in advance in combination with IREN doing a 6B ATM has atleast optically my mind has a bit of difficulty
Β· 2026-03-05T21:54:11+00:00Huge thanks to @TheJohnDorff for on the ground research on $IRENβs OKC site. Among many key facts, he found: 1. 85% Tax Abatement 2. 400MW IT DC in 2028, construction in 2027.
Β· 2026-03-05T03:43:41+00:00$IREN Regarding today's 3.5B purchase of 50,000 B300s, something caught my eye. The IREN 8K filing provides the details of the Dell Purchase Agreements - there are 2! 2.3B of the total is being spent by $IREN's "IE CA Lease" (Canada) subsidiary through the Dell Canada Inc.
Β· 2026-03-05T01:27:17+00:00Sure am, Jim. The strategy has trounced Bitcoin since inception. Feel free to check holdings daily. Remind me where we can see your returns these days, since the fund shut down and a former partner sued you. I guess youβre not short $IREN. Just posting. Enjoy the attention!
Β· 2026-03-05T18:17:38+00:00$IREN finally showed signs of a bullish trend reversal yesterday. The price managed a close above the EMA20, coinciding with both the EMA10 and EMA20 beginning to flatten out, a classic signal that downward momentum is exhausting. However, the sheer magnitude of the recent
Β· 2026-03-05T17:43:26+00:00$IREN is down 10% today following the ATM announcement for up to $6 billion of ordinary shares The entire data center space is getting hit today: $CIFR -8.10% $GLXY -8.04% $CRWV -6.47% $NBIS -4.70%
Β· 2026-03-05T00:13:40+00:00$IREN: Lots of Developments 3/4/26 Today, there's alot to clear up on IREN's 50k B300 Purchase and upsizing their ATM from $1B to $6B. I'm still targeting April for deal signing and most of the execution in H2 2026 and into 2027 for SW1 + Canada (Mackenzie + Canal Flats) +
Β· 2026-03-05T21:00:01+00:00My $IREN 2030 base case projections: top 3 AI bet! - Have the patience to read for one minute and you will understand the opportunity ahead! Given $IREN does not have many important future business lines, there are little variables compared to most stocks. Most important are
Β· 2026-03-05T11:42:54+00:00Excellent overview of recent $IREN developments for those who are interested!
Β· 2026-03-05T14:23:36+00:00I concur % $IREN
Β· 2026-03-05T13:58:00+00:00that scale puts $IREN in the tier of one of the largest independent AI compute platforms outside hyperscalers. At full utilization, management points to ~$3.7B AI cloud run-rate vs ~$750M revenue today.
Β· 2026-03-05T16:17:15+00:00$IREN $94 PT MAINTAINED AT ROTH
Β· 2026-03-05T13:41:51+00:00$NBIS vs $IREN
Β· 2026-03-05T12:10:38+00:00Quick take on the new $NBIS vs. $IREN debate. We now have a lot more data. In the last 3 months, $NBIS has: - confirmed twice its $7β9B ARR guidance is on track - confirmed ~60% of capex is already funded - confirmed dilution will be less than expected - received approval for
Β· 2026-03-05T19:42:59+00:00When and how I'd build an $IREN position after the $6B ATM at a $13B valuation: $25 β 1% starter $20 β +1% $15 β +1% Platform-as-a-service (software) β +5%. (Not investment advice.)
Β· 2026-03-05T12:52:25+00:00There were those who kept constantly comparing $IREN with $NBIS and saying that $IREN was better. They deliberately overlooked every chance that $NBIS is a company that generates operating profit from its activities and funds a portion of its own financing from there, and
Β· 2026-03-05T16:30:15+00:00$IREN the reaction to the $6B Offering today could have been much worse.
Β· 2026-03-05T15:08:55+00:00$IREN waiting for short sellers to and panic sellers to be done... Dipshits don't know what they own.
Β· 2026-03-05T08:33:20+00:00$NBIS vs $IREN. One clearly has the stronger financing strategy: Nebius is anchored by hyperscaler contracts. Microsoft and Meta agreements represent $20B+ in contracted backlog, giving the company long-term revenue visibility as it scales GPU cloud infrastructure. Management
Β· 2026-03-05T17:19:04+00:00$IREN (2W) β Somewhat in rough waters with the offering, but I'm sticking with my targets at $70 and $111, making any real dip really interesting to me as I hold some cash and $IREN has proven to be worth deploying it into on dips.
Β· 2026-03-05T16:36:15+00:00$IREN ... only short term traders care about this. The facts are this: If $IREN were to build out 2 GW of power it would need $25B for Infra (assuming $12.5M per MW) and $50B for GPU's (assuming 770k GPU's at $65k per). Now, they won't do all GPU's, they will likely execute colo
Β· 2026-03-05T18:21:50+00:00Pretty impressive that $IREN is only down -10% on a day like this. Most of high beta is down over 5%. From a technical standpoint the only way to start climbing higher is a massive break above $54
Β· 2026-03-05T06:25:34+00:00Deal incoming $IREN
Β· 2026-03-05T00:07:58+00:0050% MCap ATM and $IREN is down only 6%. SW deal coming very soon
Β· 2026-03-05T11:31:07+00:00Agreed. I trust in $Iren team.
· 2026-03-05T13:50:14+00:00$IREN $6B ATM can only mean one thing⦠they are close to something big.
Β· 2026-03-05T02:55:16+00:00After todayβs update, Iβm even more bullish on IRENβs pathway to $1 trillion! $IREN
Β· 2026-03-05T05:11:03+00:00$IREN has secured nearly 3 GW of grid-connected power, yet less than one-third is currently operational, revealing a massive pipeline of future compute capacity. As AI infrastructure demand accelerates, this pre-secured power inventory could allow the company to scale far faster
Β· 2026-03-05T14:23:23+00:00The amount of people switching up on $IREN is ridiculous, the hate from the $NBIS crew is crazy too If you really think itβs that bad, short it and put your money where you mouth is. Two words Good luck
Β· 2026-03-05T03:06:16+00:00$IREN new target is $82. Enjoy! Hope you shorts fry!!!
Β· 2026-03-05T02:19:28+00:00$IREN Thank god for smart money and not dumb retail, Imagine if retail was in control of stocks
Β· 2026-03-05T14:51:12+00:00$IREN BULLISH
Β· 2026-03-05T13:21:55+00:00DAN ROBERTS JOINING THE $IREN SPACE THANK YOU @FransBakker9812 @bitcoinbutcher1 and anyone else that worked this out LFGGGGG
Β· 2026-03-05T01:02:11+00:00$IREN Imagine being bullish on 44% dilution. Dilution check: $NBIS: 11% (Surgical growth capital) $IREN: 44% (A desperate $6B blank check) Comparing $IREN to $NBIS is like comparing a treadmill to a rocket ship. One runs in place to stay relevant; the other is actually
Β· 2026-03-05T03:55:20+00:00$IREZ after hours $IREX when the dust settles $IREN
Β· 2026-03-05T16:29:26+00:00If you are selling $IREN today, you are selling to the institutions you claim to hate. Zoom out, remove the emotion, and trust that Dan and the team will absolutely deliver for their shareholders. Theyβve proven themselves time and time again. BIG things coming.
Β· 2026-03-05T13:19:52+00:00$NBIS > IREN Execution matters.
Β· 2026-03-05T10:13:01+00:00Uncle $nbis is leaving nephew $iren in the dust
Β· 2026-03-05T22:25:51+00:00Why Jim is WRONG on $IREN vs $NBIS: The "Server Mechanic" Fallacy @jiahanjimliu gave a highly detailed pitch for $IREN. We respect the effort, but his core thesis rests on historical revisionism, a fundamental misunderstanding of GPU orchestration, and heavily skewed
Β· 2026-03-05T07:58:53+00:00I've held it for nearly a year, and I've always underestimated the extent of $IREN's craziness, or rather, its determination. I just find it quite amusing.