# $IREN Catalyst Posts & Social Intelligence Recap — May 08, 2026

> **Asset:** $IREN  
> **Date:** 2026-05-08 (May 08, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/iren/2026-05-08  
> **Token Profile:** https://cryptitalk.com/tokens/iren.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @danielisdizzy
> **Author:** Daniel ([@danielisdizzy](https://x.com/danielisdizzy))  
> **Metrics:** 1.4K likes · 135 retweets · 41 comments · 201.0K views  

> **Posted:** 2026-05-08T18:45:49+00:00  


> **Source Link:** [https://x.com/danielisdizzy/status/2052822297476813011](https://x.com/danielisdizzy/status/2052822297476813011)  


> 
> "The deal between 
$IREN
 and 
$NVDA
 means everything for 
$IREN
.

Jensen already said:

“If we didn’t help CoreWeave 
$CRWV
 exist, they would not exist. If we didn’t support 
$NBIS
, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are"


### Post #2 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 244 likes · 12 retweets · 25 comments · 107.8K views  

> **Posted:** 2026-05-08T20:56:31+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2052855185630691738](https://x.com/MB_Hogan/status/2052855185630691738)  


> 
> "$IREN
 UPDATE:  Looks like IREN sold ~$1B of its $6B ATM at ~$43 a share issuing approximately 24M new shares"


### Post #3 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 656 likes · 14 retweets · 29 comments · 95.8K views  

> **Posted:** 2026-05-08T18:26:30+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2052817433841254805](https://x.com/BitcoinAIGuy/status/2052817433841254805)  


> 
> "Highest 
$IREN
 trading volume in history

It appears, that somebody knows.

Few"


### Post #4 by @wliang
> **Author:** Wayne Liang ([@wliang](https://x.com/wliang))  
> **Metrics:** 324 likes · 27 retweets · 33 comments · 75.0K views  

> **Posted:** 2026-05-08T14:23:54+00:00  


> **Source Link:** [https://x.com/wliang/status/2052756380839539019](https://x.com/wliang/status/2052756380839539019)  


> 
> "The more I dive into Neocloud, the more bullish I get... coming from someone who was telling people to buy 
$IREN
 at ~$6 and 
$CIFR
 at ~$3.

Goldman Sachs estimates AI infrastructure spend to jump to $1.6T by 2031. This week reaffirmed our thesis  even more:

> 
$AMD
 crushed"


### Post #5 by @conceptualnomad
> **Author:** cNomad ([@conceptualnomad](https://x.com/conceptualnomad))  
> **Metrics:** 182 likes · 10 retweets · 6 comments · 53.3K views  

> **Posted:** 2026-05-08T18:02:32+00:00  


> **Source Link:** [https://x.com/conceptualnomad/status/2052811401253831109](https://x.com/conceptualnomad/status/2052811401253831109)  


> 
> "$IREN
 Blackrock rumored to have an AI deal soon. Is IREN a possibility?

Rieder was recently in Texas, where he said: "invest in some of the... things around it (i.e. AI): energy related, some of the picks and shovels around the buildout of the infrastructure..." 

We'll see..."


### Post #6 by @FL0WG0D
> **Author:** Flow God ([@FL0WG0D](https://x.com/FL0WG0D))  
> **Metrics:** 451 likes · 37 retweets · 14 comments · 53.0K views  

> **Posted:** 2026-05-08T18:25:27+00:00  


> **Source Link:** [https://x.com/FL0WG0D/status/2052817169616904643](https://x.com/FL0WG0D/status/2052817169616904643)  


> 
> "$3.3 million into these 
$IREN
 calls"


### Post #7 by @WheelieInvestor
> **Author:** The Wheelie Investor ([@WheelieInvestor](https://x.com/WheelieInvestor))  
> **Metrics:** 280 likes · 9 retweets · 48 comments · 50.8K views  

> **Posted:** 2026-05-08T00:43:32+00:00  


> **Source Link:** [https://x.com/WheelieInvestor/status/2052549931651809296](https://x.com/WheelieInvestor/status/2052549931651809296)  


> 
> "Hot Take:
$IREN
 is a very shady company. Especially the exec’s

I’m staying far far away"


### Post #8 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 279 likes · 4 retweets · 15 comments · 48.2K views  

> **Posted:** 2026-05-08T12:14:57+00:00  


> **Source Link:** [https://x.com/yianisz/status/2052723928955498916](https://x.com/yianisz/status/2052723928955498916)  


> 
> "Congrats to 
$IREN
 holders. Volatility was brutal, dilution fears were everywhere, but the thesis kept compounding underneath the noise."


### Post #9 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 754 likes · 33 retweets · 55 comments · 42.5K views  

> **Posted:** 2026-05-08T15:13:45+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2052768925503349214](https://x.com/BitcoinAIGuy/status/2052768925503349214)  


> 
> "When 
$IREN
 was $5 I said it could 10x and looked crazy

When 
$IREN
 was $55 I said it could 10x and looked crazy 

$550 is inevitable… could happen in 2-3 years"


### Post #10 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 175 likes · 11 retweets · 11 comments · 41.1K views  

> **Posted:** 2026-05-08T05:22:47+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2052620207001145662](https://x.com/jiahanjimliu/status/2052620207001145662)  


> 
> "$IREN
: Asking the Tough Questions

Shoutout to 
@InfraThesis
 who has a fair takes and calls out hard questions about why IREN missed on AI Revenue.

1. Large revenue miss: due to both BTC and AI. BTC racks were taken down ahead of time to de-risk but GPU deliveries went from Feb"


### Post #11 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 145 likes · 4 retweets · 25 comments · 35.5K views  

> **Posted:** 2026-05-08T23:21:24+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2052891649592693152](https://x.com/HeeraniPK/status/2052891649592693152)  


> 
> "$IREN
 closed above $60 today, so my shares will be called away tonight. With that, I’m completely out of 
$IREN
 at around a 40% profit.

This trade was made because I saw a better opportunity in 
$ASTS
, not because my thesis on 
$IREN
 is broken.

In my opinion, 
$IREN
 still has"


### Post #12 by @sunxliao
> **Author:** Sun Liao ([@sunxliao](https://x.com/sunxliao))  
> **Metrics:** 170 likes · 8 retweets · 17 comments · 33.0K views  

> **Posted:** 2026-05-08T02:32:23+00:00  


> **Source Link:** [https://x.com/sunxliao/status/2052577321752875127](https://x.com/sunxliao/status/2052577321752875127)  


> 
> "$IREN
 earnings and the neocloud ecosystem!

Did a deep dive today and it looks like management gave us a clear roadmap:

$3.4B / 5 year managed AI cloud contract with 
$NVDA
. Air-cooled Blackwell at Childress. Managed cloud, not bare metal... that’s the 
$CRWV
 / 
$NBIS
 margin"


### Post #13 by @OInvests
> **Author:** Oli ([@OInvests](https://x.com/OInvests))  
> **Metrics:** 169 likes · 8 retweets · 6 comments · 31.8K views  

> **Posted:** 2026-05-08T08:27:30+00:00  


> **Source Link:** [https://x.com/OInvests/status/2052666689993486387](https://x.com/OInvests/status/2052666689993486387)  


> 
> "$IREN
 Earnings - This was not just an earnings call.

This was a company transformation.

I’ve had time to digest the earnings call and presentation.

Here’s everything you need to know.

Thread"


### Post #14 by @moninvestor
> **Author:** mon ([@moninvestor](https://x.com/moninvestor))  
> **Metrics:** 249 likes · 15 retweets · 19 comments · 28.4K views  

> **Posted:** 2026-05-08T00:54:46+00:00  


> **Source Link:** [https://x.com/moninvestor/status/2052552755219513777](https://x.com/moninvestor/status/2052552755219513777)  


> 
> "$IREN
 A lot of the bearish commentary focuses on this being “too good” for Nvidia. Yes, it is a very good deal for Nvidia. But that does not make it a bad deal for IREN. 

There is nothing wrong with IREN structuring a deal that is highly attractive to Nvidia. In fact, if you"


### Post #15 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 265 likes · 15 retweets · 14 comments · 24.5K views  

> **Posted:** 2026-05-08T08:26:31+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2052666444224115128](https://x.com/TheTechInvest/status/2052666444224115128)  


> 
> "42% of 
$IREN
 5GW capacity, which is 
$NBIS
 2030 guidance, was added to the portfolio in the past 4 months, let alone the global (Europe + APAC + Americas) multi GW pipeline."


### Post #16 by @StonkChris
> **Author:** Chris ([@StonkChris](https://x.com/StonkChris))  
> **Metrics:** 287 likes · 14 retweets · 19 comments · 23.8K views  

> **Posted:** 2026-05-08T12:36:58+00:00  


> **Source Link:** [https://x.com/StonkChris/status/2052729469853700462](https://x.com/StonkChris/status/2052729469853700462)  


> 
> "A lot of people got worried and/or shaken out by the 
$IREN
 after-hours retrace yesterday.

I’m here to tell you nothing has changed in my view and I still believe this is headed to $100."


### Post #17 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 202 likes · 6 retweets · 32 comments · 23.1K views  

> **Posted:** 2026-05-08T06:10:28+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2052632204224729410](https://x.com/daniel_koss/status/2052632204224729410)  


> 
> "$IREN
 thoughts:

Long-term view: bullish, but execution risk remains very high.

Disclaimer: I am neither long nor short IREN.

Would I take a position in IREN here? No. While the upside is attractive, the execution risk, combined with what I consider an ungodly amount of coming"


### Post #18 by @BTCYESPLS
> **Author:** YES PLS ([@BTCYESPLS](https://x.com/BTCYESPLS))  
> **Metrics:** 445 likes · 45 retweets · 23 comments · 21.6K views  

> **Posted:** 2026-05-08T00:15:56+00:00  


> **Source Link:** [https://x.com/BTCYESPLS/status/2052542982143009071](https://x.com/BTCYESPLS/status/2052542982143009071)  


> 
> "$IREN
 I think people are missing the bigger picture a bit here.

The NVDA rights only vest as 600k GPUs are actually deployed, so it’s not like IREN just handed away value upfront for nothing. NVIDIA only really benefits if IREN successfully scales.

And NVDA isn’t just some"


### Post #19 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 160 likes · 6 retweets · 8 comments · 21.6K views  

> **Posted:** 2026-05-08T02:27:18+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2052576043442016395](https://x.com/TheTechInvest/status/2052576043442016395)  


> 
> "$IREN
 bears are lecturing Jensen the godfather of AI on why he is paying 
$IREN
 $3.4B."


### Post #20 by @alphatrends
> **Author:** Brian Shannon, CMT ([@alphatrends](https://x.com/alphatrends))  
> **Metrics:** 210 likes · 11 retweets · 10 comments · 21.3K views  

> **Posted:** 2026-05-08T15:55:48+00:00  


> **Source Link:** [https://x.com/alphatrends/status/2052779509737546094](https://x.com/alphatrends/status/2052779509737546094)  


> 
> "Extended breakouts that come with news are often sold into.  Two great examples today with 
$MP
 and 
$IREN
 

Buy the rumor, sell the news"


### Post #21 by @_Sgr_A_Star
> **Author:** The God Particle ([@_Sgr_A_Star](https://x.com/_Sgr_A_Star))  
> **Metrics:** 160 likes · 11 retweets · 9 comments · 19.0K views  

> **Posted:** 2026-05-08T02:25:56+00:00  


> **Source Link:** [https://x.com/_Sgr_A_Star/status/2052575701736595604](https://x.com/_Sgr_A_Star/status/2052575701736595604)  


> 
> "What most people are missing with this option is that 
$IREN
 *did not* dilute it's value upfront.

NVDA only earns the right to purchase those shares upon the successful deployment of 600,000 GPUs!

Structuring it this way directly aligns interests where NVDA only gains (the"


### Post #22 by @Alleyesonmela1
> **Author:** Ray Finkle ([@Alleyesonmela1](https://x.com/Alleyesonmela1))  
> **Metrics:** 252 likes · 4 retweets · 13 comments · 17.4K views  

> **Posted:** 2026-05-08T14:57:12+00:00  


> **Source Link:** [https://x.com/Alleyesonmela1/status/2052764760865927437](https://x.com/Alleyesonmela1/status/2052764760865927437)  


> 
> "$iren
 $cifr
 and 
$hut
 are all going to get re-rated. 

All you have to do is hold now."


### Post #23 by @DustinHuntwn
> **Author:** Dustin ([@DustinHuntwn](https://x.com/DustinHuntwn))  
> **Metrics:** 84 likes · 2 retweets · 13 comments · 17.3K views  

> **Posted:** 2026-05-08T17:06:27+00:00  


> **Source Link:** [https://x.com/DustinHuntwn/status/2052797289232740840](https://x.com/DustinHuntwn/status/2052797289232740840)  


> 
> "$IREN
 71M trading volume, heavy selling pressure, and not even to the afternoon volume spike at 3pm ET. none of the other neclouds are even remotely close to this today. 
 
the likelihood of them tapping the ATM is high. dont shoot the messenger. they plausibly could have raised"


### Post #24 by @StockChaser_
> **Author:** StockChaser ([@StockChaser_](https://x.com/StockChaser_))  
> **Metrics:** 59 likes · 7 retweets · 8 comments · 16.8K views  

> **Posted:** 2026-05-08T11:56:04+00:00  


> **Source Link:** [https://x.com/StockChaser_/status/2052719178784678398](https://x.com/StockChaser_/status/2052719178784678398)  


> 
> "Since this post 
$NBIS
 has moved from $86 to $184 and is now only ~52% away from our wave 3 target 

Hope you caught this move

Meanwhile, 
$IREN
 has moved from $41 to $62 and still has ~136% upside remaining until its wave 3 target

A lot has changed since I first posted this"


### Post #25 by @matthughes13
> **Author:** The Great Mattsby ([@matthughes13](https://x.com/matthughes13))  
> **Metrics:** 133 likes · 4 retweets · 18 comments · 16.5K views  

> **Posted:** 2026-05-08T15:27:45+00:00  


> **Source Link:** [https://x.com/matthughes13/status/2052772449658216671](https://x.com/matthughes13/status/2052772449658216671)  


> 
> "This list is looking more and more achievable as time goes on
$IREN
 $CIFR
 $WULF
 $BITF 
$COIN
 $GLXY"


### Post #26 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 72 likes · 1 retweets · 7 comments · 15.8K views  

> **Posted:** 2026-05-08T19:05:34+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2052827263855689768](https://x.com/jiahanjimliu/status/2052827263855689768)  


> 
> "$AKAM
 is a legacy CDN company with a bare metal GPU cloud called Linode. 
$IREN
 please sign and fulfill my Feb prediction that Anthropic would be starving for GPUs. If 
$AKAM
 is signing, this should a layup."


### Post #27 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 310 likes · 21 retweets · 18 comments · 15.7K views  

> **Posted:** 2026-05-08T10:04:33+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2052691112662319410](https://x.com/TheTechInvest/status/2052691112662319410)  


> 
> "I have never seen a company refute every single bearish thesis in one quarter as 
$IREN
 did.

Insane international market expansion (Europe + Australia (1) + AI cloud software wing (FCF positive) through shares only (2) + 
$NVDA
 using 
$IREN
 services as a customer like 
$MSFT
 and"


### Post #28 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 43 likes · 1 retweets · 8 comments · 15.7K views  

> **Posted:** 2026-05-08T07:28:21+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2052651807030096354](https://x.com/AlexfromBabylon/status/2052651807030096354)  


> 
> "$IREN
 Multiple lessons are incorporated in this earnings call for the IREN community and myself as well. The most important is the narrative violation on time to compute.

It turns out that if you don’t have a lot of experience running a large scale cloud you run into delays."


### Post #29 by @RealSimpleAriel
> **Author:** Ariel Hernandez ([@RealSimpleAriel](https://x.com/RealSimpleAriel))  
> **Metrics:** 101 likes · 2 retweets · 12 comments · 14.7K views  

> **Posted:** 2026-05-08T00:40:01+00:00  


> **Source Link:** [https://x.com/RealSimpleAriel/status/2052549045764190368](https://x.com/RealSimpleAriel/status/2052549045764190368)  


> 
> "$IREN
 net income -248 million dollars  there will always be companies I dislike, IREN is one of those"


### Post #30 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 206 likes · 11 retweets · 12 comments · 13.2K views  

> **Posted:** 2026-05-08T23:01:58+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2052886758971383831](https://x.com/BitcoinAIGuy/status/2052886758971383831)  


> 
> "$IREN
 another big dark pool day. $47M + in orders"


### Post #31 by @ViralMuzik1989
> **Author:** FreeFromMatrix ([@ViralMuzik1989](https://x.com/ViralMuzik1989))  
> **Metrics:** 101 likes · 7 retweets · 9 comments · 13.1K views  

> **Posted:** 2026-05-08T07:42:18+00:00  


> **Source Link:** [https://x.com/ViralMuzik1989/status/2052655315829559605](https://x.com/ViralMuzik1989/status/2052655315829559605)  


> 
> "$IREN
 just dropped a massive pricing signal.

60MW contracted to NVIDIA at Childress = $11M ARR per MW.

Apply that floor to Sweetwater’s 2GW:

→ $22 Billion Annual Recurring Revenue

At 85% margins = ~$18.7B profit.

Conservative 20x PE on 500M shares = $750 per share in 2-3"


### Post #32 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 119 likes · 6 retweets · 6 comments · 13.1K views  

> **Posted:** 2026-05-08T03:43:44+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2052595277878452607](https://x.com/ilzmcfly/status/2052595277878452607)  


> 
> "$IREN
 Needs to deploy 600,000 GPU’s in order for 
$NVDA
 to able to exercise its ability to buy 30M shares of Iren at $70. 5M shares per 100,000 GPU’s deployed. 

By that point Iren will be well over $70. 

But why didn’t Iren get that same partnership agreement as Nebius &"


### Post #33 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 157 likes · 0 retweets · 20 comments · 12.8K views  

> **Posted:** 2026-05-08T13:42:14+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2052745894861185113](https://x.com/EndicottInvests/status/2052745894861185113)  


> 
> "Sold the rest of my 
$IREN
 calls for a 200% gain 

Originally bought them at 4.25, sold each contract for 12.75"


### Post #34 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 137 likes · 6 retweets · 26 comments · 11.6K views  

> **Posted:** 2026-05-08T20:29:06+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2052848288089419980](https://x.com/jiahanjimliu/status/2052848288089419980)  


> 
> "5/8/26: Portfolio Positions
$IREN
: 94.97% | 18.99% Under CC as of Today
IREN remains my largest position. My wife will deliver our first child in June and I am adding some short/mid-term trading to my repertoire and am taking defensive stance on market for Iran War + "sell in"


### Post #35 by @FinnStockinger
> **Author:** Finn Stockinger ([@FinnStockinger](https://x.com/FinnStockinger))  
> **Metrics:** 73 likes · 6 retweets · 4 comments · 11.6K views  

> **Posted:** 2026-05-08T10:37:11+00:00  


> **Source Link:** [https://x.com/FinnStockinger/status/2052699325151478087](https://x.com/FinnStockinger/status/2052699325151478087)  


> 
> "$IREN
 & Nostrum: The European AI Fortress [Deep Dive]

Yesterday’s 
$IREN
 Q3 FY26 earnings report marked a definitive paradigm shift. By acquiring Nostrum (Ingenostrum S.L.), IREN has executed a strategic "time-to-compute" blitzkrieg, instantly becoming the dominant independent AI"


### Post #36 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 328 likes · 22 retweets · 26 comments · 11.5K views  

> **Posted:** 2026-05-08T00:37:38+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2052548444732932486](https://x.com/ilzmcfly/status/2052548444732932486)  


> 
> "The condescending tone around 
$IREN
 needs to stop. 

They signed a way better deal than the last one. 

The secured a strong partnership with 
$NVDA
 

They added 500MW of secured capacity. 

They added 650 Software Engineers through their Mirantis Acquisition with $150"


### Post #37 by @Yeah_Dave
> **Author:** YeahDave ([@Yeah_Dave](https://x.com/Yeah_Dave))  
> **Metrics:** 127 likes · 3 retweets · 5 comments · 11.3K views  

> **Posted:** 2026-05-08T02:09:18+00:00  


> **Source Link:** [https://x.com/Yeah_Dave/status/2052571514193801664](https://x.com/Yeah_Dave/status/2052571514193801664)  


> 
> "I don't think 
$IREN
 is a scam.  It's a bit messy and still transitioning from Bitcoin and diluting like crazy.  It's murkier and less straightforward as an investment.

But compute demand is insane.  At some point the relative value becomes interesting and potentially tempting."


### Post #38 by @chinoalemano
> **Author:** ChinoAleman ([@chinoalemano](https://x.com/chinoalemano))  
> **Metrics:** 64 likes · 3 retweets · 2 comments · 11.3K views  

> **Posted:** 2026-05-08T10:30:41+00:00  


> **Source Link:** [https://x.com/chinoalemano/status/2052697689196736890](https://x.com/chinoalemano/status/2052697689196736890)  


> 
> "$IREN
 - "I have talked to IR at IREN and the delays were for the most part due to the GPUs being delayed.".

If Frans says it, take his word for it.

So yes, IREN's earnings weren't great, but the deal with the number one company in the world is.

5000MW. GPUs priority secured."


### Post #39 by @bdinvestingg
> **Author:** Bilaal- BD investing ([@bdinvestingg](https://x.com/bdinvestingg))  
> **Metrics:** 175 likes · 4 retweets · 10 comments · 10.8K views  

> **Posted:** 2026-05-08T18:27:28+00:00  


> **Source Link:** [https://x.com/bdinvestingg/status/2052817676288864503](https://x.com/bdinvestingg/status/2052817676288864503)  


> 
> "$IREN
 gave all its gains to 
$RKLB"


### Post #40 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 166 likes · 31 retweets · 19 comments · 10.7K views  

> **Posted:** 2026-05-08T00:04:24+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2052540080707789072](https://x.com/jiahanjimliu/status/2052540080707789072)  


> 
> "$IREN
: Most Important Earnings Call Takeaway

"Their rights to invest only vest as Nvidia GPU infrastructure is deployed across IREN campuses and only fully vest upon deployment of 600k GPUs." - Dan Rboerts at 6:40-6:55 of Earnings Call: 
edge.media-server.com/mmc/p/8oxdtymr/

IREN's Biggest H1"


### Post #41 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 69 likes · 6 retweets · 14 comments · 10.7K views  

> **Posted:** 2026-05-08T18:15:07+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2052814569521701178](https://x.com/TheTechInvest/status/2052814569521701178)  


> 
> "$IREN
 Doubled in less than 6 weeks; 62% YTD
PS: 29
$NBIS
 +116% YTD
PS: 87

One of them has the highest upside in the sector in 2026. 

So far, 
$CRWV
 outperformed as expected."


### Post #42 by @615Investor
> **Author:** 615 Investor ([@615Investor](https://x.com/615Investor))  
> **Metrics:** 138 likes · 12 retweets · 3 comments · 10.1K views  

> **Posted:** 2026-05-08T14:29:30+00:00  


> **Source Link:** [https://x.com/615Investor/status/2052757792235176301](https://x.com/615Investor/status/2052757792235176301)  


> 
> "$IREN
 $NVDA
 partnership getting some love on CNBC this morning"


### Post #43 by @DustinHuntwn
> **Author:** Dustin ([@DustinHuntwn](https://x.com/DustinHuntwn))  
> **Metrics:** 101 likes · 8 retweets · 4 comments · 9.6K views  

> **Posted:** 2026-05-08T03:58:28+00:00  


> **Source Link:** [https://x.com/DustinHuntwn/status/2052598985479852263](https://x.com/DustinHuntwn/status/2052598985479852263)  


> 
> "$IREN
 People don’t understand this new NVIDIA partnership, there are THREE parts: 
 
Services: IREN sells Nvidia $3.4B of GPU cloud capacity over 5 years. 
 
Investment: Nvidia gets warrants to buy up to $2.1B of IREN stock at $70/share over 5 years. 
 
Build-out: Together"


### Post #44 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 278 likes · 18 retweets · 22 comments · 9.4K views  

> **Posted:** 2026-05-08T20:32:07+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2052849047736664259](https://x.com/BitcoinAIGuy/status/2052849047736664259)  


> 
> "$NBIS
 +6% this week
$IREN
 +27% this week, and highest daily volume in history today 

The rotation from 
$NBIS
 to 
$IREN
 is ACTIVELY HAPPENING!"


### Post #45 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 65 likes · 3 retweets · 9 comments · 9.1K views  

> **Posted:** 2026-05-08T06:10:09+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2052632124109340981](https://x.com/jiahanjimliu/status/2052632124109340981)  


> 
> "$CRWV
 Q1 2026 Earnings

Here I'll cover CRWV as it pertains to rest of Neocloud industry which would help 
$IREN
 / 
$NBIS
 investors too.

Slides: 
s205.q4cdn.com/133937190/file
…

1. Like NBIS, CRWV also signed additional 21B Meta contract in March on top of one they already have.

2. CRWV"


### Post #46 by @Bare_Birk
> **Author:** Birk ([@Bare_Birk](https://x.com/Bare_Birk))  
> **Metrics:** 102 likes · 8 retweets · 1 comments · 9.0K views  

> **Posted:** 2026-05-08T06:29:52+00:00  


> **Source Link:** [https://x.com/Bare_Birk/status/2052637088906932527](https://x.com/Bare_Birk/status/2052637088906932527)  


> 
> "Seems like 
$IREN
 will go for some sovereign AI deals:

“We are excited to join IREN and help accelerate the development of AI infrastructure in Europe. With IREN’s vision, expertise and global platform, we are well positioned to serve the growing needs of customers in Europe,"


### Post #47 by @MitchMartan98
> **Author:** Mitchell Martan ([@MitchMartan98](https://x.com/MitchMartan98))  
> **Metrics:** 16 likes · 2 retweets · 1 comments · 8.8K views  

> **Posted:** 2026-05-08T16:32:31+00:00  


> **Source Link:** [https://x.com/MitchMartan98/status/2052788747557560670](https://x.com/MitchMartan98/status/2052788747557560670)  


> 
> "New video is out and it seems to be a crowd favourite, hope you enjoy 
$NBIS
 bulls! 
@TheLongInvest
 @ShowXR
 

m.youtube.com/watch?v=C-0yrb
…
$QQQ
 $SPY
 $CIFR
 $WULF
 $IREN"


### Post #48 by @itsalasdairmann
> **Author:** Alasdair Mann ([@itsalasdairmann](https://x.com/itsalasdairmann))  
> **Metrics:** 39 likes · 0 retweets · 4 comments · 8.3K views  

> **Posted:** 2026-05-08T12:06:07+00:00  


> **Source Link:** [https://x.com/itsalasdairmann/status/2052721709040710120](https://x.com/itsalasdairmann/status/2052721709040710120)  


> 
> "Interviewed 
@CABeyney
, the guy building $NBIS’ 300 MW datacenter, with AI infra quant 
@daniel_koss
 

This is a must watch for every AI investor not just 
$NBIS
 but 
$IREN
, 
$CRWV
, etc too

Charles has built ~20 datacenters in the last ~20 years and is constantly told by customers"


### Post #49 by @TheValueTrade
> **Author:** The Value Trader ([@TheValueTrade](https://x.com/TheValueTrade))  
> **Metrics:** 110 likes · 2 retweets · 7 comments · 8.0K views  

> **Posted:** 2026-05-08T15:40:04+00:00  


> **Source Link:** [https://x.com/TheValueTrade/status/2052775548628386216](https://x.com/TheValueTrade/status/2052775548628386216)  


> 
> "$IREN
 IS GOING TO $200+

If you want to see how, the chart is up for FREE

Link in the comments.."


### Post #50 by @Ren_aramb
> **Author:** Ren ([@Ren_aramb](https://x.com/Ren_aramb))  
> **Metrics:** 33 likes · 0 retweets · 3 comments · 7.9K views  

> **Posted:** 2026-05-08T06:01:23+00:00  


> **Source Link:** [https://x.com/Ren_aramb/status/2052629921470599383](https://x.com/Ren_aramb/status/2052629921470599383)  


> 
> "I went in on 
$IREN
 at the beginning of the year when Kevin did, with the same “all in” port size, just for the sake of it.

Since then, if he had picked another company or moved his money to another stock… well, let’s see how much he would be up compared to popular names since"


### Post #51 by @GrindeOptions
> **Author:** Cole Grinde ([@GrindeOptions](https://x.com/GrindeOptions))  
> **Metrics:** 96 likes · 7 retweets · 8 comments · 7.0K views  

> **Posted:** 2026-05-08T16:10:15+00:00  


> **Source Link:** [https://x.com/GrindeOptions/status/2052783145255375066](https://x.com/GrindeOptions/status/2052783145255375066)  


> 
> "After the earnings call for 
$IREN
, the partnership with 
$NVDA
 and the acquisition in Spain and in AI will only solidify their future.

See you at the top!"


### Post #52 by @ACInvestorBlog
> **Author:** Antonio Costa ([@ACInvestorBlog](https://x.com/ACInvestorBlog))  
> **Metrics:** 73 likes · 4 retweets · 1 comments · 6.9K views  

> **Posted:** 2026-05-08T11:14:35+00:00  


> **Source Link:** [https://x.com/ACInvestorBlog/status/2052708740692861126](https://x.com/ACInvestorBlog/status/2052708740692861126)  


> 
> "$IREN"


### Post #53 by @TheBigDegen
> **Author:** The Big Degen ([@TheBigDegen](https://x.com/TheBigDegen))  
> **Metrics:** 91 likes · 15 retweets · 4 comments · 6.3K views  

> **Posted:** 2026-05-08T14:57:18+00:00  


> **Source Link:** [https://x.com/TheBigDegen/status/2052764787914965223](https://x.com/TheBigDegen/status/2052764787914965223)  


> 
> "Just a quiet week at 
$IREN
 

 SweetWater Energisation 
 Immediate Power Access to 1.4GW
 Reduced “Time-to-Compute”
 Operational Scale for Mega-Contracts 
 Strategic Infrastructure Moat
 Vertical Integration Proof Point

 Mirantis acquisition 
 Cloud software"


### Post #54 by @ACInvestorBlog
> **Author:** Antonio Costa ([@ACInvestorBlog](https://x.com/ACInvestorBlog))  
> **Metrics:** 74 likes · 5 retweets · 4 comments · 6.3K views  

> **Posted:** 2026-05-08T19:18:43+00:00  


> **Source Link:** [https://x.com/ACInvestorBlog/status/2052830575904346622](https://x.com/ACInvestorBlog/status/2052830575904346622)  


> 
> "$IREN
 Impressive positive net premium today $23.9M"


### Post #55 by @GyujinAAIG
> **Author:** 재붕이_Jin ([@GyujinAAIG](https://x.com/GyujinAAIG))  
> **Metrics:** 78 likes · 6 retweets · 12 comments · 6.2K views  

> **Posted:** 2026-05-08T02:36:56+00:00  


> **Source Link:** [https://x.com/GyujinAAIG/status/2052578467284455672](https://x.com/GyujinAAIG/status/2052578467284455672)  


> 
> "The reason I can't get off $IREN is

1) 
It looks pretty lacking right now, but
The fact that they have their own in-house team that can build across multiple sites in parallel, and
The fact that as the scale grows, they can accelerate timelines using experience learned from"


### Post #56 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 66 likes · 0 retweets · 19 comments · 6.2K views  

> **Posted:** 2026-05-08T17:02:48+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2052796371669754257](https://x.com/ilzmcfly/status/2052796371669754257)  


> 
> "I'll admit 
$iren
 gives me the biggest blue balls 

wtf is this price action"


### Post #57 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 53 likes · 2 retweets · 0 comments · 6.1K views  

> **Posted:** 2026-05-08T17:05:15+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2052796986055950556](https://x.com/CernunnosCap/status/2052796986055950556)  


> 
> "$NBIS
  This is so bullish

The kind of dealmaking Nebius has done is unparalleled
$iREN
 $CRWV
 #ai #DataCenters"


### Post #58 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 189 likes · 12 retweets · 4 comments · 6.0K views  

> **Posted:** 2026-05-08T13:03:41+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2052736195676000488](https://x.com/McnallieM/status/2052736195676000488)  


> 
> "$105  
$IREN"


### Post #59 by @IREN_Ltd
> **Author:** IREN ([@IREN_Ltd](https://x.com/IREN_Ltd))  
> **Metrics:** 251 likes · 52 retweets · 14 comments · 5.7K views  

> **Posted:** 2026-05-08T01:06:48+00:00  


> **Source Link:** [https://x.com/IREN_Ltd/status/2052555783678865910](https://x.com/IREN_Ltd/status/2052555783678865910)  


> 
> "$IREN
 today reported its Q3 FY26 results.

Key highlights:

$3.4bn AI Cloud contract & 5GW strategic partnership with 
@nvidia
2026 expansion to $3.7bn ARR on track
2027 expansion to 1.2GW of AI Cloud capacity in build
2028+ expansion across 5GW secured power underway"


### Post #60 by @DustinHuntwn
> **Author:** Dustin ([@DustinHuntwn](https://x.com/DustinHuntwn))  
> **Metrics:** 79 likes · 7 retweets · 0 comments · 5.7K views  

> **Posted:** 2026-05-08T12:12:37+00:00  


> **Source Link:** [https://x.com/DustinHuntwn/status/2052723341644144841](https://x.com/DustinHuntwn/status/2052723341644144841)  


> 
> "$IREN
 HC Wainwright & Co. Maintains Buy on IREN, Raises Price Target to $85"


### Post #61 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 90 likes · 5 retweets · 2 comments · 5.6K views  

> **Posted:** 2026-05-08T00:22:47+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2052544707851391420](https://x.com/ilzmcfly/status/2052544707851391420)  


> 
> "$IREN
 Dan says the Nvidia Partnership organically grows them customers quickly without needing a sales team. 

Sounds pretty bullish to me"


### Post #62 by @ACInvestorBlog
> **Author:** Antonio Costa ([@ACInvestorBlog](https://x.com/ACInvestorBlog))  
> **Metrics:** 53 likes · 3 retweets · 3 comments · 5.5K views  

> **Posted:** 2026-05-08T21:14:52+00:00  


> **Source Link:** [https://x.com/ACInvestorBlog/status/2052859806101237794](https://x.com/ACInvestorBlog/status/2052859806101237794)  


> 
> "$IREN
 Positive net premium today $24.9M 

- Interesting call options activity detected on strikes $105 and $110 for Jan15 2027"


### Post #63 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 72 likes · 3 retweets · 11 comments · 5.4K views  

> **Posted:** 2026-05-08T14:10:43+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2052753063165755888](https://x.com/LandoInvests/status/2052753063165755888)  


> 
> "Sold out of my 
$IREN
 leap this morning for 2 reasons:

1. Absolutely OUTRAGEOUS cost basis (I bought irresponsibly into a pump, horrible decision)

2. I’d rather own commons now

I’m still long IREN"


### Post #64 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 84 likes · 2 retweets · 5 comments · 5.2K views  

> **Posted:** 2026-05-08T13:02:17+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2052735842872152100](https://x.com/McnallieM/status/2052735842872152100)  


> 
> "Here we go 
@IREN_Ltd
  $IREN"


### Post #65 by @TheBigDegen
> **Author:** The Big Degen ([@TheBigDegen](https://x.com/TheBigDegen))  
> **Metrics:** 48 likes · 1 retweets · 0 comments · 4.5K views  

> **Posted:** 2026-05-08T13:50:25+00:00  


> **Source Link:** [https://x.com/TheBigDegen/status/2052747957540421999](https://x.com/TheBigDegen/status/2052747957540421999)  


> 
> "Mike, ur obviously referring to 
$IREN
 … yes I’m thinking much bigger… I’m thinking hyperscaler … I’m thinking $1T mcap"


### Post #66 by @blockspace
> **Author:** Blockspace ([@blockspace](https://x.com/blockspace))  
> **Metrics:** 63 likes · 4 retweets · 1 comments · 4.5K views  

> **Posted:** 2026-05-08T20:47:00+00:00  


> **Source Link:** [https://x.com/blockspace/status/2052852790939312211](https://x.com/blockspace/status/2052852790939312211)  


> 
> "$IREN
 partners with 
$NVDA
 for up to 5 GIGAWATTS of AI infra buildout.

"And this deal comes with a really interesting equity warrant -- it gives Nvidia the opportunity to purchase 30mm shares of IREN at $70/share. Basically a long dated call option""


### Post #67 by @traderjane123
> **Author:** TraderJane ([@traderjane123](https://x.com/traderjane123))  
> **Metrics:** 131 likes · 8 retweets · 2 comments · 4.4K views  

> **Posted:** 2026-05-08T05:36:06+00:00  


> **Source Link:** [https://x.com/traderjane123/status/2052623555163005359](https://x.com/traderjane123/status/2052623555163005359)  


> 
> "IREN is going to $300"


### Post #68 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 87 likes · 3 retweets · 7 comments · 4.4K views  

> **Posted:** 2026-05-08T15:46:00+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2052777042752496117](https://x.com/ilzmcfly/status/2052777042752496117)  


> 
> "$IREN
 is still lagging relative to its peers.

They have 5GW of secured power, peers are nowhere near in size and quality sites

They are vertically integrated 

3000 Workers

650 Software Engineers

Nvidia Partnership too Accelerate Deployment of up to 5 Gigawatts of AI"


### Post #69 by @data168
> **Author:** DYOptions ([@data168](https://x.com/data168))  
> **Metrics:** 74 likes · 2 retweets · 6 comments · 4.3K views  

> **Posted:** 2026-05-08T16:57:06+00:00  


> **Source Link:** [https://x.com/data168/status/2052794936886706433](https://x.com/data168/status/2052794936886706433)  


> 
> "Trump, please tweet something about 
$IREN"


### Post #70 by @Edge_Bolt
> **Author:** BoltEdge ([@Edge_Bolt](https://x.com/Edge_Bolt))  
> **Metrics:** 84 likes · 7 retweets · 7 comments · 4.0K views  

> **Posted:** 2026-05-08T15:24:40+00:00  


> **Source Link:** [https://x.com/Edge_Bolt/status/2052771676513767603](https://x.com/Edge_Bolt/status/2052771676513767603)  


> 
> "$IREN
Weekly indicators say the move just started."


### Post #71 by @LeaderInvests
> **Author:** TheGentleTraveler ([@LeaderInvests](https://x.com/LeaderInvests))  
> **Metrics:** 83 likes · 7 retweets · 5 comments · 4.0K views  

> **Posted:** 2026-05-08T13:16:11+00:00  


> **Source Link:** [https://x.com/LeaderInvests/status/2052739340921446724](https://x.com/LeaderInvests/status/2052739340921446724)  


> 
> "$IREN
 confirming it's breakout, no question about that. 

Close will be telling for this week. Still has to get THIRD Blue diamond to get confirmed on the weekly.

Has room to run, a lot. 

Pullbacks are opportunities. Do what you want with that."


### Post #72 by @Lazarus_Capital
> **Author:** Lazarus ([@Lazarus_Capital](https://x.com/Lazarus_Capital))  
> **Metrics:** 22 likes · 0 retweets · 13 comments · 3.9K views  

> **Posted:** 2026-05-08T23:32:54+00:00  


> **Source Link:** [https://x.com/Lazarus_Capital/status/2052894543775682576](https://x.com/Lazarus_Capital/status/2052894543775682576)  


> 
> "man 
$IREN
 share issuance

~38.5m shares.  In less than 69 days

ATM:
March: 8.9m shares $380m
April: 15.9m shares for $683m
Mirantis: 13.7m shares for 624m (closing price of may 1st)
NVDA: 30m share option, 5 year term, $70 strike, contingent on 600k gpus that IREN purchases,"


### Post #73 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 72 likes · 0 retweets · 5 comments · 3.8K views  

> **Posted:** 2026-05-08T03:25:15+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2052590627565768987](https://x.com/SMASIMHO/status/2052590627565768987)  


> 
> "$IREN
 targeted > $500MM in AI Cloud ARR by Q1 '26. 

Reality. $134MM in AI Cloud ARR. 

Some 
$IREN
 bulls have slandered 
$NBIS
 for "lack of evidence of execution" while Arkady and management have done nothing but deliver to the contrary.

You can't miss your delivery target by 73%"


### Post #74 by @bitcoindata21
> **Author:** quantdata21 ([@bitcoindata21](https://x.com/bitcoindata21))  
> **Metrics:** 65 likes · 0 retweets · 3 comments · 3.4K views  

> **Posted:** 2026-05-08T19:41:42+00:00  


> **Source Link:** [https://x.com/bitcoindata21/status/2052836360117944324](https://x.com/bitcoindata21/status/2052836360117944324)  


> 
> "Highest volume day on 
$IREN
 EVER - surpassing previous high from December 2nd 2025."


### Post #75 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 80 likes · 2 retweets · 6 comments · 2.6K views  

> **Posted:** 2026-05-08T19:47:56+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2052837928619876620](https://x.com/ilzmcfly/status/2052837928619876620)  


> 
> "Over 100M in Volume today for 
$IREN"


### Post #76 by @SylentTrade
> **Author:** Sylent Capital ([@SylentTrade](https://x.com/SylentTrade))  
> **Metrics:** 71 likes · 1 retweets · 7 comments · 2.6K views  

> **Posted:** 2026-05-08T15:06:39+00:00  


> **Source Link:** [https://x.com/SylentTrade/status/2052767138952163537](https://x.com/SylentTrade/status/2052767138952163537)  


> 
> "I’ve joined the 
$IREN
 community a few months ago and I have to admit that this is one of the smartest communities I have ever seen. The amount of due diligence and alpha being shared on a daily basis would put wallstreet analysts to shame. Even my buddy who works as a senior"


### Post #77 by @ValueGemHunter
> **Author:** Value Gem Hunter ([@ValueGemHunter](https://x.com/ValueGemHunter))  
> **Metrics:** 34 likes · 3 retweets · 1 comments · 2.4K views  

> **Posted:** 2026-05-08T14:57:23+00:00  


> **Source Link:** [https://x.com/ValueGemHunter/status/2052764806734664157](https://x.com/ValueGemHunter/status/2052764806734664157)  


> 
> "When I was buying 
$IREN
 in the $5-6 range, the vision was exciting but uncertain. 

The 
$MSFT
 deal added validation.

This ER was ALL I've been waiting for! 

It gave a clear plan: 
~$50B ARR with 5 GW secured power, and maybe ~$100B with more TX plus AU/EU.
@FransBakker9812"


### Post #78 by @BTCAI156
> **Author:** CS Investor ([@BTCAI156](https://x.com/BTCAI156))  
> **Metrics:** 34 likes · 2 retweets · 4 comments · 2.4K views  

> **Posted:** 2026-05-08T17:16:39+00:00  


> **Source Link:** [https://x.com/BTCAI156/status/2052799855387357457](https://x.com/BTCAI156/status/2052799855387357457)  


> 
> "$SLNH
 giving me the 5X vibes 

cc: 
$IREN
 $CIFR
 $WULF"


### Post #79 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 50 likes · 4 retweets · 1 comments · 2.2K views  

> **Posted:** 2026-05-08T02:07:07+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2052570962688634998](https://x.com/ilzmcfly/status/2052570962688634998)  


> 
> "$IREN
 has now contracted $3.1B out of $3.7B 2026 ARR Target 

That added $680M ARR from 
$nvda
 is $11.4M per MW vs the $9.7M per MW they got with the Microsoft deal. 

——> Huge Jump 

Capex to retrofit air-cooled on the high end is estimated to be $4M per MW vs $11-$14M per MW"


### Post #80 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 38 likes · 2 retweets · 2 comments · 1.9K views  

> **Posted:** 2026-05-08T14:56:35+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2052764607148908762](https://x.com/McnallieM/status/2052764607148908762)  


> 
> "$100  
$IREN"


### Post #81 by @Billions777888
> **Author:** Billions777888 ([@Billions777888](https://x.com/Billions777888))  
> **Metrics:** 56 likes · 3 retweets · 0 comments · 1.8K views  

> **Posted:** 2026-05-08T16:06:58+00:00  


> **Source Link:** [https://x.com/Billions777888/status/2052782320609026336](https://x.com/Billions777888/status/2052782320609026336)  


> 
> "$IREN
 Made it to ZeroHedge!"


### Post #82 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 45 likes · 1 retweets · 4 comments · 1.5K views  

> **Posted:** 2026-05-08T15:18:48+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2052770198361436446](https://x.com/ilzmcfly/status/2052770198361436446)  


> 
> "$IREN
 Power Moat is incomparable to anyone else

This is not colocation or BTM which can run into delays or cancellations. 

This is 5GW of secured power capacity. Plug and play. Easier to scale. More cost efficient. 

NA, EU & APAC"


### Post #83 by @Lazarus_Capital
> **Author:** Lazarus ([@Lazarus_Capital](https://x.com/Lazarus_Capital))  
> **Metrics:** 13 likes · 1 retweets · 7 comments · 1.4K views  

> **Posted:** 2026-05-08T13:47:09+00:00  


> **Source Link:** [https://x.com/Lazarus_Capital/status/2052747133007151527](https://x.com/Lazarus_Capital/status/2052747133007151527)  


> 
> "To this day, 
$IREN
 has not met one of their cloud guides. Missed the last two big time.

But hey, don't worry, they'll nail 5GW of compute on time (lol)"


### Post #84 by @scludweed
> **Author:** Scludweed ([@scludweed](https://x.com/scludweed))  
> **Metrics:** 38 likes · 1 retweets · 7 comments · 1.3K views  

> **Posted:** 2026-05-08T21:19:30+00:00  


> **Source Link:** [https://x.com/scludweed/status/2052860973057462660](https://x.com/scludweed/status/2052860973057462660)  


> 
> "I told myself when 
$IREN
 hit $61 (and announced a new Customer  and Partner in NVDA), I would slam three fingers of Reposado, brighten the Friday night sky with my ever trusty magic Pen and bust out T.N.T (AC/DC) into my new neighborhood (fuck the HOA). Strap the F on and LFG!"


### Post #85 by @VestExchange
> **Author:** Vest ([@VestExchange](https://x.com/VestExchange))  
> **Metrics:** 81 likes · 30 retweets · 20 comments · 1.2K views  

> **Posted:** 2026-05-08T13:30:40+00:00  


> **Source Link:** [https://x.com/VestExchange/status/2052742984039530756](https://x.com/VestExchange/status/2052742984039530756)  


> 
> "$IREN
 rose as much as ~30% post-earnings and is up ~13% into the open despite Q3 FY26 revenue of $144.8M missing the roughly $220M estimate, with mining revenue down 21% YoY.

The move follows a $3.4B 
$NVDA
 contract, a potential $2.1B co-investment, and the Ingenostrum deal"


### Post #86 by @mannuelcrypto
> **Author:** Mannuel Crypto ([@mannuelcrypto](https://x.com/mannuelcrypto))  
> **Metrics:** 1 likes · 0 retweets · 1 comments · 833 views  

> **Posted:** 2026-05-08T13:45:25+00:00  


> **Source Link:** [https://x.com/mannuelcrypto/status/2052746696858243339](https://x.com/mannuelcrypto/status/2052746696858243339)  


> 
> "AI ( 
$NVDA
, 
$AMZN
, 
$MU
) + nuclear ( 
$SMR
) + space ( 
$RKLB
) is a smart bet on the big trends. 
$IREN
, 
$MP
, and 
$AAOI
 are spicier moonshots.

If even half of them hit big by 2030, yeah could print some serious money. High risk, high reward.

What’s your biggest conviction on the"


### Post #87 by @TerpsTrader1
> **Author:** terps trader ([@TerpsTrader1](https://x.com/TerpsTrader1))  
> **Metrics:** 10 likes · 1 retweets · 0 comments · 772 views  

> **Posted:** 2026-05-08T10:41:06+00:00  


> **Source Link:** [https://x.com/TerpsTrader1/status/2052700312993980899](https://x.com/TerpsTrader1/status/2052700312993980899)  


> 
> "Happy Early Mother’s Day everyone!
$FLWS
 86% SI 
14 days + to cover 

Let’s get shorts squeeze theme going 
$car
 $phoe
 $AIIO
 $AKAM
 $IREN
 $DDOG
 $AMD
 $INTC
 $NVDA
 $MU
 $RXT
 $LIFE"


### Post #88 by @RocketLabrador
> **Author:** RocketLabrador ([@RocketLabrador](https://x.com/RocketLabrador))  
> **Metrics:** 10 likes · 0 retweets · 1 comments · 754 views  

> **Posted:** 2026-05-08T03:53:29+00:00  


> **Source Link:** [https://x.com/RocketLabrador/status/2052597733610172482](https://x.com/RocketLabrador/status/2052597733610172482)  


> 
> "$NBIS
 could have a huge pump tomorrow. Last earnings season 
$IREN
 did horribly while 
$NBIS
 did get. Lots of people realize this going into 
$NBIS
 earnings next week and could be taking 
$IREN
 profits to 
$NBIS
 tomorrow. Especially after their scamish PR on “NVIDIA Partnership”"


### Post #89 by @sports_lamb
> **Author:** LAMB ([@sports_lamb](https://x.com/sports_lamb))  
> **Metrics:** 24 likes · 0 retweets · 0 comments · 677 views  

> **Posted:** 2026-05-08T19:39:22+00:00  


> **Source Link:** [https://x.com/sports_lamb/status/2052835773691330900](https://x.com/sports_lamb/status/2052835773691330900)  


> 
> "$IREN
 just crossed 100 MILLION shares traded. 

This isn’t retail noise anymore.
Wall Street, hyperscalers, and AI money are all fighting for position."


### Post #90 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 11 likes · 0 retweets · 1 comments · 654 views  

> **Posted:** 2026-05-08T09:23:08+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2052680691180032243](https://x.com/longinvest32/status/2052680691180032243)  


> 
> "Still waiting for the so called rotation for holders from 
$NBIS
 to 
$IREN
 

It’s not happening bitcoin bros"


### Post #91 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 13 likes · 0 retweets · 2 comments · 605 views  

> **Posted:** 2026-05-08T11:58:39+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2052719829644411189](https://x.com/SMASIMHO/status/2052719829644411189)  


> 
> "$NVDA
 is paying 
$NBIS
 to succeed. Twice, it's given
$NBIS
 money upfront so it can build faster.
$IREN
 is paying 
$NVDA
 to succeed. These are the deal economics: 
Please let us pay you money for GPUs
If we execute, we will give you even more money and dilute our shareholders"


### Post #92 by @InvestorVideos
> **Author:** Colin Tedards ([@InvestorVideos](https://x.com/InvestorVideos))  
> **Metrics:** 4 likes · 0 retweets · 2 comments · 468 views  

> **Posted:** 2026-05-08T22:30:48+00:00  


> **Source Link:** [https://x.com/InvestorVideos/status/2052878912678695181](https://x.com/InvestorVideos/status/2052878912678695181)  


> 
> "me taking my short 
$IREN
 position into the weekend"


### Post #93 by @0xWartime
> **Author:** Maverick ([@0xWartime](https://x.com/0xWartime))  
> **Metrics:** 0 likes · 0 retweets · 2 comments · 159 views  

> **Posted:** 2026-05-08T13:42:47+00:00  


> **Source Link:** [https://x.com/0xWartime/status/2052746035110531576](https://x.com/0xWartime/status/2052746035110531576)  


> 
> "How are you still larping as an all in trader when you sold off majority of your IREN position"


### Post #94 by @WOLF_Financial
> **Author:** WOLF ([@WOLF_Financial](https://x.com/WOLF_Financial))  
> **Metrics:** 2 likes · 0 retweets · 1 comments · 149 views  

> **Posted:** 2026-05-08T14:06:33+00:00  


> **Source Link:** [https://x.com/WOLF_Financial/status/2052752017383186716](https://x.com/WOLF_Financial/status/2052752017383186716)  


> 
> "$IREN
 now up just 8%"


### Post #95 by @mannuelcrypto
> **Author:** Mannuel Crypto ([@mannuelcrypto](https://x.com/mannuelcrypto))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 131 views  

> **Posted:** 2026-05-08T07:12:29+00:00  


> **Source Link:** [https://x.com/mannuelcrypto/status/2052647814287479061](https://x.com/mannuelcrypto/status/2052647814287479061)  


> 
> "You’re an all-in swing guy who nails catalysts and bottoms that’s your edge. Don’t let the mob guilt you into holding. Sell 
$IREN
, take the new earnings play, and rotate back to IREN later if it still looks good you’ve done it before
Your system works when you follow it, not when"


### Post #96 by @mannuelcrypto
> **Author:** Mannuel Crypto ([@mannuelcrypto](https://x.com/mannuelcrypto))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 27 views  

> **Posted:** 2026-05-08T07:13:29+00:00  


> **Source Link:** [https://x.com/mannuelcrypto/status/2052648063034962288](https://x.com/mannuelcrypto/status/2052648063034962288)  


> 
> "Nah, the $NVIDIA deal just lit the fuse.
$IREN
 landed a massive $3.4B AI cloud contract + #Nvidia’s potential $2B investment. It already ripped hard after-hours yesterday.
Why wait when the rocket’s firing?"




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