# $IREN Catalyst Posts & Social Intelligence Recap — March 05, 2026

> **Asset:** $IREN  
> **Date:** 2026-03-05 (March 05, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/iren/2026-03-05  
> **Token Profile:** https://cryptitalk.com/tokens/iren.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 404 likes · 62 retweets · 67 comments · 156.5K views  

> **Posted:** 2026-03-05T19:33:46+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029641537567814012](https://x.com/jiahanjimliu/status/2029641537567814012)  


> 
> "Why 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"


### Post #2 by @aleabitoreddit
> **Author:** Serenity ([@aleabitoreddit](https://x.com/aleabitoreddit))  
> **Metrics:** 1.1K likes · 72 retweets · 90 comments · 124.4K views  

> **Posted:** 2026-03-05T21:48:55+00:00  


> **Source Link:** [https://x.com/aleabitoreddit/status/2029675551980679177](https://x.com/aleabitoreddit/status/2029675551980679177)  


> 
> "I’ve said this before with $CRCL pre-IPO lockup at $200.

And I’ll 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,"


### Post #3 by @FransBakker9812
> **Author:** Frans Bakker ([@FransBakker9812](https://x.com/FransBakker9812))  
> **Metrics:** 397 likes · 40 retweets · 34 comments · 112.6K views  

> **Posted:** 2026-03-05T05:25:16+00:00  


> **Source Link:** [https://x.com/FransBakker9812/status/2029428009145647387](https://x.com/FransBakker9812/status/2029428009145647387)  


> 
> "Lots 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"


### Post #4 by @FransBakker9812
> **Author:** Frans Bakker ([@FransBakker9812](https://x.com/FransBakker9812))  
> **Metrics:** 844 likes · 138 retweets · 114 comments · 110.5K views  

> **Posted:** 2026-03-05T13:19:56+00:00  


> **Source Link:** [https://x.com/FransBakker9812/status/2029547461417840656](https://x.com/FransBakker9812/status/2029547461417840656)  


> 
> "$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
…"


### Post #5 by @Agrippa_Inv
> **Author:** 𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 ([@Agrippa_Inv](https://x.com/Agrippa_Inv))  
> **Metrics:** 475 likes · 62 retweets · 24 comments · 71.7K views  

> **Posted:** 2026-03-05T04:05:29+00:00  


> **Source Link:** [https://x.com/Agrippa_Inv/status/2029407930907296120](https://x.com/Agrippa_Inv/status/2029407930907296120)  


> 
> "$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.

That’s MASSIVE...

On the recent Q4 earnings call, management repeatedly emphasized that hyperscalers are"


### Post #6 by @aleabitoreddit
> **Author:** Serenity ([@aleabitoreddit](https://x.com/aleabitoreddit))  
> **Metrics:** 338 likes · 25 retweets · 44 comments · 69.2K views  

> **Posted:** 2026-03-05T11:47:14+00:00  


> **Source Link:** [https://x.com/aleabitoreddit/status/2029524132568994011](https://x.com/aleabitoreddit/status/2029524132568994011)  


> 
> "3 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 you’re an existing shareholder. 

Doesn’t look like their economics cover enough of their capex in the way $NBIS does.

My bull"


### Post #7 by @BlackPantherCap
> **Author:** Black Panther Capital ([@BlackPantherCap](https://x.com/BlackPantherCap))  
> **Metrics:** 465 likes · 67 retweets · 27 comments · 61.2K views  

> **Posted:** 2026-03-05T08:02:12+00:00  


> **Source Link:** [https://x.com/BlackPantherCap/status/2029467502091120723](https://x.com/BlackPantherCap/status/2029467502091120723)  


> 
> "$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 nobody’s talking about:

A portion of these B300s are"


### Post #8 by @mcF_dan
> **Author:** Dan ([@mcF_dan](https://x.com/mcF_dan))  
> **Metrics:** 604 likes · 61 retweets · 31 comments · 56.7K views  

> **Posted:** 2026-03-05T02:24:04+00:00  


> **Source Link:** [https://x.com/mcF_dan/status/2029382406466318622](https://x.com/mcF_dan/status/2029382406466318622)  


> 
> "Funny 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"


### Post #9 by @jrouldz
> **Author:** Dr J Rould ([@jrouldz](https://x.com/jrouldz))  
> **Metrics:** 312 likes · 12 retweets · 27 comments · 37.1K views  

> **Posted:** 2026-03-05T16:10:07+00:00  


> **Source Link:** [https://x.com/jrouldz/status/2029590288549761336](https://x.com/jrouldz/status/2029590288549761336)  


> 
> "$IREN

no position

but if this is at $42 end of April, consider me interested"


### Post #10 by @Stocktwits
> **Author:** Stocktwits ([@Stocktwits](https://x.com/Stocktwits))  
> **Metrics:** 211 likes · 10 retweets · 24 comments · 33.1K views  

> **Posted:** 2026-03-05T20:34:04+00:00  


> **Source Link:** [https://x.com/Stocktwits/status/2029656712441950306](https://x.com/Stocktwits/status/2029656712441950306)  


> 
> "“Sir, I regret to inform you we mistook $IREN for Iran.”"


### Post #11 by @ourcryptotalk
> **Author:** Our Crypto Talk ([@ourcryptotalk](https://x.com/ourcryptotalk))  
> **Metrics:** 418 likes · 151 retweets · 21 comments · 28.6K views  

> **Posted:** 2026-03-05T16:32:05+00:00  


> **Source Link:** [https://x.com/ourcryptotalk/status/2029595816109965699](https://x.com/ourcryptotalk/status/2029595816109965699)  


> 
> "Most 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"


### Post #12 by @sports_lamb
> **Author:** LAMB ([@sports_lamb](https://x.com/sports_lamb))  
> **Metrics:** 371 likes · 21 retweets · 11 comments · 24.8K views  

> **Posted:** 2026-03-05T18:30:32+00:00  


> **Source Link:** [https://x.com/sports_lamb/status/2029625627221823593](https://x.com/sports_lamb/status/2029625627221823593)  


> 
> "$IREN $110 PT MAINTAINED AT Morgan Stanley"


### Post #13 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 95 likes · 4 retweets · 15 comments · 21.8K views  

> **Posted:** 2026-03-05T00:02:30+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029346781591683194](https://x.com/jiahanjimliu/status/2029346781591683194)  


> 
> "$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."


### Post #14 by @brianfry01
> **Author:** Brian Fry ([@brianfry01](https://x.com/brianfry01))  
> **Metrics:** 96 likes · 4 retweets · 4 comments · 19.9K views  

> **Posted:** 2026-03-05T01:34:54+00:00  


> **Source Link:** [https://x.com/brianfry01/status/2029370031830921519](https://x.com/brianfry01/status/2029370031830921519)  


> 
> "Why 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
…. Then read 
@franklee6924
’s post, “Can IREN become a standard-setter for AI data centers.”"


### Post #15 by @MikeLongTerm
> **Author:** Mike ([@MikeLongTerm](https://x.com/MikeLongTerm))  
> **Metrics:** 36 likes · 1 retweets · 6 comments · 16.1K views  

> **Posted:** 2026-03-05T00:48:58+00:00  


> **Source Link:** [https://x.com/MikeLongTerm/status/2029358475269021810](https://x.com/MikeLongTerm/status/2029358475269021810)  


> 
> "$IREN ~45-50% dilution?"


### Post #16 by @StockChaser_
> **Author:** StockChaser ([@StockChaser_](https://x.com/StockChaser_))  
> **Metrics:** 168 likes · 14 retweets · 12 comments · 15.2K views  

> **Posted:** 2026-03-05T17:02:32+00:00  


> **Source Link:** [https://x.com/StockChaser_/status/2029603481913327876](https://x.com/StockChaser_/status/2029603481913327876)  


> 
> "Some of my highest-conviction setups right now 

$ZETA – Wave 3 target at $66
$ONDS – Wave 3 target at $23
$IREN – Wave 3 target at $151
$TE – Wave 5 target at $14

Which name carries your strongest conviction?"


### Post #17 by @JasonL_Capital
> **Author:** Jason Luongo ([@JasonL_Capital](https://x.com/JasonL_Capital))  
> **Metrics:** 106 likes · 6 retweets · 6 comments · 15.0K views  

> **Posted:** 2026-03-05T14:35:50+00:00  


> **Source Link:** [https://x.com/JasonL_Capital/status/2029566562319946064](https://x.com/JasonL_Capital/status/2029566562319946064)  


> 
> "If 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."


### Post #18 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 146 likes · 8 retweets · 8 comments · 14.2K views  

> **Posted:** 2026-03-05T06:08:26+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2029438870715035762](https://x.com/TheTechInvest/status/2029438870715035762)  


> 
> "OFFICIAL: $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."


### Post #19 by @moninvestor
> **Author:** mon ([@moninvestor](https://x.com/moninvestor))  
> **Metrics:** 158 likes · 9 retweets · 9 comments · 13.4K views  

> **Posted:** 2026-03-05T18:50:36+00:00  


> **Source Link:** [https://x.com/moninvestor/status/2029630676144734676](https://x.com/moninvestor/status/2029630676144734676)  


> 
> "$IREN dilution will likely be accretive over time.

There have been many takes on the new $6B ATM. I’ve read most of them, but the simplest way to think about this is to look at the company’s history.

IREN has consistently used equity to fund growth. The previous $1B ATM was"


### Post #20 by @Umbisam
> **Author:** 𝒰𝓂𝒷𝒾𝓈𝒶𝓂 ([@Umbisam](https://x.com/Umbisam))  
> **Metrics:** 62 likes · 2 retweets · 9 comments · 12.7K views  

> **Posted:** 2026-03-05T16:19:42+00:00  


> **Source Link:** [https://x.com/Umbisam/status/2029592699616063976](https://x.com/Umbisam/status/2029592699616063976)  


> 
> "$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."


### Post #21 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 116 likes · 4 retweets · 22 comments · 12.3K views  

> **Posted:** 2026-03-05T15:28:06+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029579716508700725](https://x.com/BitcoinAIGuy/status/2029579716508700725)  


> 
> "All the $NBIS boys are worried about $IREN ‘s growth now… i can smell the fear and envy"


### Post #22 by @anandragn
> **Author:** Anand ([@anandragn](https://x.com/anandragn))  
> **Metrics:** 154 likes · 6 retweets · 11 comments · 12.3K views  

> **Posted:** 2026-03-05T02:21:51+00:00  


> **Source Link:** [https://x.com/anandragn/status/2029381848950849724](https://x.com/anandragn/status/2029381848950849724)  


> 
> "$KOSPI Imagine your country’s entire stock index trading like $IREN and $NBIS everyday.

Entire country is a slot machine - spectacular casino"


### Post #23 by @Kaizen_Investor
> **Author:** KaizenInvestor ([@Kaizen_Investor](https://x.com/Kaizen_Investor))  
> **Metrics:** 74 likes · 2 retweets · 12 comments · 11.2K views  

> **Posted:** 2026-03-05T16:58:22+00:00  


> **Source Link:** [https://x.com/Kaizen_Investor/status/2029602433283019025](https://x.com/Kaizen_Investor/status/2029602433283019025)  


> 
> "Lots of different views on the $IREN news. 

My take leans bullish on IREN’s 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"


### Post #24 by @otium33
> **Author:** otium ([@otium33](https://x.com/otium33))  
> **Metrics:** 75 likes · 0 retweets · 10 comments · 11.2K views  

> **Posted:** 2026-03-05T00:19:31+00:00  


> **Source Link:** [https://x.com/otium33/status/2029351064177398228](https://x.com/otium33/status/2029351064177398228)  


> 
> "$iren if we’re being honest announcing $6B dilution and being down only 6% AH ain’t bad"


### Post #25 by @bert_gilfoyle
> **Author:** Bert Gilfoyle ([@bert_gilfoyle](https://x.com/bert_gilfoyle))  
> **Metrics:** 80 likes · 1 retweets · 2 comments · 9.5K views  

> **Posted:** 2026-03-05T04:17:47+00:00  


> **Source Link:** [https://x.com/bert_gilfoyle/status/2029411025515336143](https://x.com/bert_gilfoyle/status/2029411025515336143)  


> 
> "$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"


### Post #26 by @NighthawkTradez
> **Author:** NightHawk Capital ([@NighthawkTradez](https://x.com/NighthawkTradez))  
> **Metrics:** 79 likes · 0 retweets · 23 comments · 8.7K views  

> **Posted:** 2026-03-05T22:47:01+00:00  


> **Source Link:** [https://x.com/NighthawkTradez/status/2029690171730366774](https://x.com/NighthawkTradez/status/2029690171730366774)  


> 
> "$IREN over the past month"


### Post #27 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 56 likes · 0 retweets · 16 comments · 8.7K views  

> **Posted:** 2026-03-05T15:30:36+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029580342600810814](https://x.com/BitcoinAIGuy/status/2029580342600810814)  


> 
> "Did $MARA drop a $6B ATM? Why is it down as much as $IREN?"


### Post #28 by @TheBigDegen
> **Author:** Big Degen ([@TheBigDegen](https://x.com/TheBigDegen))  
> **Metrics:** 148 likes · 26 retweets · 13 comments · 8.4K views  

> **Posted:** 2026-03-05T22:08:33+00:00  


> **Source Link:** [https://x.com/TheBigDegen/status/2029680491155312953](https://x.com/TheBigDegen/status/2029680491155312953)  


> 
> "$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 &"


### Post #29 by @big_reabs
> **Author:** BFR ([@big_reabs](https://x.com/big_reabs))  
> **Metrics:** 83 likes · 5 retweets · 1 comments · 8.3K views  

> **Posted:** 2026-03-05T14:02:53+00:00  


> **Source Link:** [https://x.com/big_reabs/status/2029558268813779021](https://x.com/big_reabs/status/2029558268813779021)  


> 
> "Co-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."


### Post #30 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 129 likes · 2 retweets · 13 comments · 8.2K views  

> **Posted:** 2026-03-05T16:19:06+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029592550600757651](https://x.com/BitcoinAIGuy/status/2029592550600757651)  


> 
> "“I’m selling $IREN for $NBIS “"


### Post #31 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 65 likes · 2 retweets · 8 comments · 8.1K views  

> **Posted:** 2026-03-05T16:20:45+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029592964549489118](https://x.com/jiahanjimliu/status/2029592964549489118)  


> 
> "This 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"


### Post #32 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 60 likes · 4 retweets · 14 comments · 8.0K views  

> **Posted:** 2026-03-05T07:46:55+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029463656300462323](https://x.com/jiahanjimliu/status/2029463656300462323)  


> 
> "$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.""


### Post #33 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 213 likes · 19 retweets · 4 comments · 7.3K views  

> **Posted:** 2026-03-05T00:42:23+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2029356818493764052](https://x.com/DollarCostAvg/status/2029356818493764052)  


> 
> "One 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"


### Post #34 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 46 likes · 5 retweets · 3 comments · 7.3K views  

> **Posted:** 2026-03-05T12:38:29+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2029537027650187354](https://x.com/AlexfromBabylon/status/2029537027650187354)  


> 
> "$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"


### Post #35 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 71 likes · 4 retweets · 1 comments · 7.2K views  

> **Posted:** 2026-03-05T21:54:11+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029676878022447483](https://x.com/jiahanjimliu/status/2029676878022447483)  


> 
> "Huge thanks to 
@TheJohnDorff
 for on the ground research on $IREN’s OKC site. Among many key facts, he found:
1. 85% Tax Abatement 
2. 400MW IT DC in 2028, construction in 2027."


### Post #36 by @_Sgr_A_Star
> **Author:** The God Particle ([@_Sgr_A_Star](https://x.com/_Sgr_A_Star))  
> **Metrics:** 39 likes · 7 retweets · 4 comments · 6.7K views  

> **Posted:** 2026-03-05T03:43:41+00:00  


> **Source Link:** [https://x.com/_Sgr_A_Star/status/2029402443256381891](https://x.com/_Sgr_A_Star/status/2029402443256381891)  


> 
> "$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."


### Post #37 by @matthew_sigel
> **Author:** matthew sigel, recovering CFA ([@matthew_sigel](https://x.com/matthew_sigel))  
> **Metrics:** 64 likes · 1 retweets · 10 comments · 6.6K views  

> **Posted:** 2026-03-05T01:27:17+00:00  


> **Source Link:** [https://x.com/matthew_sigel/status/2029368115956515074](https://x.com/matthew_sigel/status/2029368115956515074)  


> 
> "Sure 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 you’re not short $IREN. Just posting. Enjoy the attention!"


### Post #38 by @RemoteNavigator
> **Author:** Remote Navigator ([@RemoteNavigator](https://x.com/RemoteNavigator))  
> **Metrics:** 36 likes · 2 retweets · 5 comments · 5.9K views  

> **Posted:** 2026-03-05T18:17:38+00:00  


> **Source Link:** [https://x.com/RemoteNavigator/status/2029622380012929067](https://x.com/RemoteNavigator/status/2029622380012929067)  


> 
> "$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"


### Post #39 by @SmallCapSnipa
> **Author:** Small Cap Snipa ([@SmallCapSnipa](https://x.com/SmallCapSnipa))  
> **Metrics:** 41 likes · 2 retweets · 6 comments · 5.8K views  

> **Posted:** 2026-03-05T17:43:26+00:00  


> **Source Link:** [https://x.com/SmallCapSnipa/status/2029613772495585711](https://x.com/SmallCapSnipa/status/2029613772495585711)  


> 
> "$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%"


### Post #40 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 63 likes · 6 retweets · 6 comments · 5.8K views  

> **Posted:** 2026-03-05T00:13:40+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029349589829239021](https://x.com/jiahanjimliu/status/2029349589829239021)  


> 
> "$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) +"


### Post #41 by @YodaStockInvest
> **Author:** YodaStocks ([@YodaStockInvest](https://x.com/YodaStockInvest))  
> **Metrics:** 63 likes · 7 retweets · 7 comments · 5.7K views  

> **Posted:** 2026-03-05T21:00:01+00:00  


> **Source Link:** [https://x.com/YodaStockInvest/status/2029663245418590213](https://x.com/YodaStockInvest/status/2029663245418590213)  


> 
> "My $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"


### Post #42 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 19 likes · 0 retweets · 2 comments · 5.7K views  

> **Posted:** 2026-03-05T11:42:54+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2029523042729091203](https://x.com/MB_Hogan/status/2029523042729091203)  


> 
> "Excellent overview of recent $IREN developments for those who are interested!"


### Post #43 by @TheBigDegen
> **Author:** Big Degen ([@TheBigDegen](https://x.com/TheBigDegen))  
> **Metrics:** 23 likes · 2 retweets · 1 comments · 5.4K views  

> **Posted:** 2026-03-05T14:23:36+00:00  


> **Source Link:** [https://x.com/TheBigDegen/status/2029563481956257803](https://x.com/TheBigDegen/status/2029563481956257803)  


> 
> "I concur %

$IREN"


### Post #44 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 30 likes · 0 retweets · 6 comments · 4.6K views  

> **Posted:** 2026-03-05T13:58:00+00:00  


> **Source Link:** [https://x.com/yianisz/status/2029557039639437677](https://x.com/yianisz/status/2029557039639437677)  


> 
> "that 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."


### Post #45 by @sports_lamb
> **Author:** LAMB ([@sports_lamb](https://x.com/sports_lamb))  
> **Metrics:** 101 likes · 8 retweets · 7 comments · 4.5K views  

> **Posted:** 2026-03-05T16:17:15+00:00  


> **Source Link:** [https://x.com/sports_lamb/status/2029592083799962106](https://x.com/sports_lamb/status/2029592083799962106)  


> 
> "$IREN $94 PT MAINTAINED AT ROTH"


### Post #46 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 28 likes · 0 retweets · 5 comments · 4.3K views  

> **Posted:** 2026-03-05T13:41:51+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2029552977992716666](https://x.com/EndicottInvests/status/2029552977992716666)  


> 
> "$NBIS vs $IREN"


### Post #47 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 66 likes · 5 retweets · 7 comments · 3.9K views  

> **Posted:** 2026-03-05T12:10:38+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2029530022776651996](https://x.com/daniel_koss/status/2029530022776651996)  


> 
> "Quick 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 $7–9B ARR guidance is on track
- confirmed ~60% of capex is already funded
- confirmed dilution will be less than expected
- received approval for"


### Post #48 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 14 likes · 0 retweets · 6 comments · 3.8K views  

> **Posted:** 2026-03-05T19:42:59+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2029643857248276683](https://x.com/DrTomsLens/status/2029643857248276683)  


> 
> "When and how I'd build an $IREN position after the $6B ATM at a $13B valuation:

$25 → 1% starter  
$20 → +1%  
$15 → +1%
Platform-as-a-service (software) → +5%.

(Not investment advice.)"


### Post #49 by @AhmetSunelcan1
> **Author:** Ahmet Sunelcan ([@AhmetSunelcan1](https://x.com/AhmetSunelcan1))  
> **Metrics:** 76 likes · 1 retweets · 3 comments · 3.7K views  

> **Posted:** 2026-03-05T12:52:25+00:00  


> **Source Link:** [https://x.com/AhmetSunelcan1/status/2029540537322099022](https://x.com/AhmetSunelcan1/status/2029540537322099022)  


> 
> "There 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"


### Post #50 by @yxinsights
> **Author:** Yimin X ([@yxinsights](https://x.com/yxinsights))  
> **Metrics:** 43 likes · 3 retweets · 0 comments · 3.4K views  

> **Posted:** 2026-03-05T16:30:15+00:00  


> **Source Link:** [https://x.com/yxinsights/status/2029595354044289308](https://x.com/yxinsights/status/2029595354044289308)  


> 
> "$IREN the reaction to the $6B Offering today could have been much worse."


### Post #51 by @mcF_dan
> **Author:** Dan ([@mcF_dan](https://x.com/mcF_dan))  
> **Metrics:** 60 likes · 2 retweets · 7 comments · 3.3K views  

> **Posted:** 2026-03-05T15:08:55+00:00  


> **Source Link:** [https://x.com/mcF_dan/status/2029574887283753465](https://x.com/mcF_dan/status/2029574887283753465)  


> 
> "$IREN waiting for short sellers to and panic sellers to be done...  Dipshits don't know what they own."


### Post #52 by @HyperAICapital
> **Author:** Jordan ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 30 likes · 2 retweets · 8 comments · 3.3K views  

> **Posted:** 2026-03-05T08:33:20+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2029475336375943302](https://x.com/HyperAICapital/status/2029475336375943302)  


> 
> "$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"


### Post #53 by @Fibonacci_TA
> **Author:** Fibby. ([@Fibonacci_TA](https://x.com/Fibonacci_TA))  
> **Metrics:** 33 likes · 0 retweets · 0 comments · 3.0K views  

> **Posted:** 2026-03-05T17:19:04+00:00  


> **Source Link:** [https://x.com/Fibonacci_TA/status/2029607639957590485](https://x.com/Fibonacci_TA/status/2029607639957590485)  


> 
> "$IREN (2W) — 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."


### Post #54 by @EvolamTrades
> **Author:** EvolamTrades ([@EvolamTrades](https://x.com/EvolamTrades))  
> **Metrics:** 29 likes · 1 retweets · 3 comments · 3.0K views  

> **Posted:** 2026-03-05T16:36:15+00:00  


> **Source Link:** [https://x.com/EvolamTrades/status/2029596867042959519](https://x.com/EvolamTrades/status/2029596867042959519)  


> 
> "$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"


### Post #55 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 36 likes · 0 retweets · 9 comments · 2.8K views  

> **Posted:** 2026-03-05T18:21:50+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2029623436553736637](https://x.com/ilzmcfly/status/2029623436553736637)  


> 
> "Pretty 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"


### Post #56 by @SylentTrade
> **Author:** Sylent Capital ([@SylentTrade](https://x.com/SylentTrade))  
> **Metrics:** 35 likes · 0 retweets · 0 comments · 2.5K views  

> **Posted:** 2026-03-05T06:25:34+00:00  


> **Source Link:** [https://x.com/SylentTrade/status/2029443184120467838](https://x.com/SylentTrade/status/2029443184120467838)  


> 
> "Deal incoming $IREN"


### Post #57 by @JoshInvestsAI
> **Author:** Compute Capital ([@JoshInvestsAI](https://x.com/JoshInvestsAI))  
> **Metrics:** 28 likes · 0 retweets · 1 comments · 2.5K views  

> **Posted:** 2026-03-05T00:07:58+00:00  


> **Source Link:** [https://x.com/JoshInvestsAI/status/2029348157612585247](https://x.com/JoshInvestsAI/status/2029348157612585247)  


> 
> "50% MCap ATM and $IREN is down only 6%. SW deal coming very soon"


### Post #58 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 30 likes · 0 retweets · 0 comments · 2.1K views  

> **Posted:** 2026-03-05T11:31:07+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2029520075619750254](https://x.com/DollarCostAvg/status/2029520075619750254)  


> 
> "Agreed.  I trust in $Iren team."


### Post #59 by @EvolamTrades
> **Author:** EvolamTrades ([@EvolamTrades](https://x.com/EvolamTrades))  
> **Metrics:** 51 likes · 3 retweets · 8 comments · 2.1K views  

> **Posted:** 2026-03-05T13:50:14+00:00  


> **Source Link:** [https://x.com/EvolamTrades/status/2029555084304986522](https://x.com/EvolamTrades/status/2029555084304986522)  


> 
> "$IREN $6B ATM can only mean one thing… they are close to something big."


### Post #60 by @TheBigDegen
> **Author:** Big Degen ([@TheBigDegen](https://x.com/TheBigDegen))  
> **Metrics:** 22 likes · 0 retweets · 1 comments · 2.0K views  

> **Posted:** 2026-03-05T02:55:16+00:00  


> **Source Link:** [https://x.com/TheBigDegen/status/2029390258874556584](https://x.com/TheBigDegen/status/2029390258874556584)  


> 
> "After today’s update, I’m even more bullish on IREN’s pathway to $1 trillion!
$IREN"


### Post #61 by @InvestNorthwise
> **Author:** Northwise Project ([@InvestNorthwise](https://x.com/InvestNorthwise))  
> **Metrics:** 23 likes · 5 retweets · 2 comments · 2.0K views  

> **Posted:** 2026-03-05T05:11:03+00:00  


> **Source Link:** [https://x.com/InvestNorthwise/status/2029424429701190038](https://x.com/InvestNorthwise/status/2029424429701190038)  


> 
> "$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"


### Post #62 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 24 likes · 0 retweets · 7 comments · 1.9K views  

> **Posted:** 2026-03-05T14:23:23+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2029563429812670641](https://x.com/LandoInvests/status/2029563429812670641)  


> 
> "The amount of people switching up on $IREN is ridiculous, the hate from the $NBIS crew is crazy too 

If you really think it’s that bad, short it and put your money where you mouth is. Two words

Good luck"


### Post #63 by @DustinHuntwn
> **Author:** Dustin ([@DustinHuntwn](https://x.com/DustinHuntwn))  
> **Metrics:** 27 likes · 3 retweets · 2 comments · 1.8K views  

> **Posted:** 2026-03-05T03:06:16+00:00  


> **Source Link:** [https://x.com/DustinHuntwn/status/2029393025391313233](https://x.com/DustinHuntwn/status/2029393025391313233)  


> 
> "$IREN new target is $82. Enjoy! Hope you shorts fry!!!"


### Post #64 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 22 likes · 0 retweets · 3 comments · 1.8K views  

> **Posted:** 2026-03-05T02:19:28+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2029381249995817162](https://x.com/ilzmcfly/status/2029381249995817162)  


> 
> "$IREN 

Thank god for smart money and not dumb retail, Imagine if retail was in control of stocks"


### Post #65 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 30 likes · 2 retweets · 0 comments · 1.5K views  

> **Posted:** 2026-03-05T14:51:12+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2029570428612522446](https://x.com/DollarCostAvg/status/2029570428612522446)  


> 
> "$IREN BULLISH"


### Post #66 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 27 likes · 2 retweets · 0 comments · 1.5K views  

> **Posted:** 2026-03-05T13:21:55+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2029547960342622502](https://x.com/LandoInvests/status/2029547960342622502)  


> 
> "DAN ROBERTS JOINING THE $IREN SPACE

THANK YOU 
@FransBakker9812
 @bitcoinbutcher1
 and anyone else that worked this out 

LFGGGGG"


### Post #67 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 9 likes · 1 retweets · 5 comments · 1.4K views  

> **Posted:** 2026-03-05T01:02:11+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2029361799360037043](https://x.com/CernunnosCap/status/2029361799360037043)  


> 
> "$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"


### Post #68 by @midlevelcruiser
> **Author:** Mid-Level Cruiser ([@midlevelcruiser](https://x.com/midlevelcruiser))  
> **Metrics:** 15 likes · 0 retweets · 4 comments · 1.2K views  

> **Posted:** 2026-03-05T03:55:20+00:00  


> **Source Link:** [https://x.com/midlevelcruiser/status/2029405374915461404](https://x.com/midlevelcruiser/status/2029405374915461404)  


> 
> "$IREZ after hours
$IREX when the dust settles 

$IREN"


### Post #69 by @big_reabs
> **Author:** BFR ([@big_reabs](https://x.com/big_reabs))  
> **Metrics:** 24 likes · 0 retweets · 1 comments · 1.1K views  

> **Posted:** 2026-03-05T16:29:26+00:00  


> **Source Link:** [https://x.com/big_reabs/status/2029595150926971186](https://x.com/big_reabs/status/2029595150926971186)  


> 
> "If 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. They’ve proven themselves time and time again. BIG things coming."


### Post #70 by @borex_investing
> **Author:** Borex Investing ([@borex_investing](https://x.com/borex_investing))  
> **Metrics:** 36 likes · 2 retweets · 1 comments · 902 views  

> **Posted:** 2026-03-05T13:19:52+00:00  


> **Source Link:** [https://x.com/borex_investing/status/2029547446053773784](https://x.com/borex_investing/status/2029547446053773784)  


> 
> "$NBIS > IREN

Execution matters."


### Post #71 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 19 likes · 0 retweets · 4 comments · 876 views  

> **Posted:** 2026-03-05T10:13:01+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2029500419987341554](https://x.com/longinvest32/status/2029500419987341554)  


> 
> "Uncle $nbis is leaving nephew $iren in the dust"


### Post #72 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 11 likes · 2 retweets · 1 comments · 662 views  

> **Posted:** 2026-03-05T22:25:51+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2029684845019017361](https://x.com/CernunnosCap/status/2029684845019017361)  


> 
> "Why 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"


### Post #73 by @SovereignPunk
> **Author:** Sovereign Punk ([@SovereignPunk](https://x.com/SovereignPunk))  
> **Metrics:** 4 likes · 1 retweets · 1 comments · 433 views  

> **Posted:** 2026-03-05T07:58:53+00:00  


> **Source Link:** [https://x.com/SovereignPunk/status/2029466666397253915](https://x.com/SovereignPunk/status/2029466666397253915)  


> 
> "I'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."




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