# $IREN Catalyst Posts & Social Intelligence Recap — May 11, 2026

> **Asset:** $IREN  
> **Date:** 2026-05-11 (May 11, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/iren/2026-05-11  
> **Token Profile:** https://cryptitalk.com/tokens/iren.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 1.9K likes · 262 retweets · 194 comments · 509.0K views  

> **Posted:** 2026-05-11T11:11:16+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2053795068964954310](https://x.com/StockSavvyShay/status/2053795068964954310)  


> 
> "$IREN
 announced plans to offer $2B of convertible senior notes due 2033 with an option for another $300M.

The capital will help fund AI infrastructure expansion."


### Post #2 by @FransBakker9812
> **Author:** Frans Bakker ([@FransBakker9812](https://x.com/FransBakker9812))  
> **Metrics:** 467 likes · 27 retweets · 45 comments · 127.1K views  

> **Posted:** 2026-05-11T08:36:12+00:00  


> **Source Link:** [https://x.com/FransBakker9812/status/2053756042165768434](https://x.com/FransBakker9812/status/2053756042165768434)  


> 
> "$IREN
 
"we haven't disclosed the specific amount of GPUs"

1.  reminds me of 
$NBIS
2. Setting a terrible precedent here for future deals
3. Making it purposely difficult, to not let analysts properly value your 2027 revenue
4. Increasing the polarized view on 
@IREN_Ltd
 by the"


### Post #3 by @CKCapitalxx
> **Author:** CK Capital ([@CKCapitalxx](https://x.com/CKCapitalxx))  
> **Metrics:** 395 likes · 10 retweets · 32 comments · 110.6K views  

> **Posted:** 2026-05-11T00:34:51+00:00  


> **Source Link:** [https://x.com/CKCapitalxx/status/2053634907226681668](https://x.com/CKCapitalxx/status/2053634907226681668)  


> 
> "$IREN
 is now cheaper than it was before the 
$NVDA
 deal was announced.

Wow."


### Post #4 by @kevinxu
> **Author:** Kevin Xu ([@kevinxu](https://x.com/kevinxu))  
> **Metrics:** 555 likes · 3 retweets · 78 comments · 101.5K views  

> **Posted:** 2026-05-11T23:25:36+00:00  


> **Source Link:** [https://x.com/kevinxu/status/2053979870162796757](https://x.com/kevinxu/status/2053979870162796757)  


> 
> "folks seem to forget i held 
$IREN
 from -31% to +34%

a good swing trader knows when to hold vs fold

im still holding 
$HIMS
 (for now, thoughts below)"


### Post #5 by @LEADER_TRADING
> **Author:** LEADER TRADING  ([@LEADER_TRADING](https://x.com/LEADER_TRADING))  
> **Metrics:** 974 likes · 48 retweets · 58 comments · 91.3K views  

> **Posted:** 2026-05-11T15:24:29+00:00  


> **Source Link:** [https://x.com/LEADER_TRADING/status/2053858792878567471](https://x.com/LEADER_TRADING/status/2053858792878567471)  


> 
> "$IREN
 really nice recovery so far."


### Post #6 by @CKCapitalxx
> **Author:** CK Capital ([@CKCapitalxx](https://x.com/CKCapitalxx))  
> **Metrics:** 220 likes · 10 retweets · 37 comments · 62.5K views  

> **Posted:** 2026-05-11T13:50:54+00:00  


> **Source Link:** [https://x.com/CKCapitalxx/status/2053835242226516470](https://x.com/CKCapitalxx/status/2053835242226516470)  


> 
> "The great rotation has started. 
$IREN
 to 
$NBIS
I feel for 
$IREN
 holders but tried to tell y’all and many didn’t care to listen.

Glad for the ones who swapped their 
$IREN
 for 
$NBIS
 to see some real gains."


### Post #7 by @FL0WG0D
> **Author:** Flow God ([@FL0WG0D](https://x.com/FL0WG0D))  
> **Metrics:** 241 likes · 12 retweets · 14 comments · 49.5K views  

> **Posted:** 2026-05-11T17:43:03+00:00  


> **Source Link:** [https://x.com/FL0WG0D/status/2053893662786920498](https://x.com/FL0WG0D/status/2053893662786920498)  


> 
> "Looks like they added another million into these 
$IREN
 calls. What a crazy bounce"


### Post #8 by @kevinxu
> **Author:** Kevin Xu ([@kevinxu](https://x.com/kevinxu))  
> **Metrics:** 194 likes · 6 retweets · 46 comments · 44.2K views  

> **Posted:** 2026-05-11T17:19:38+00:00  


> **Source Link:** [https://x.com/kevinxu/status/2053887769576095995](https://x.com/kevinxu/status/2053887769576095995)  


> 
> "ngl that is impressive dip buying on 
$IREN
 today

i was secretly hoping it would go down more so i could swing back for more shares"


### Post #9 by @TheProfInvestor
> **Author:** Prof ([@TheProfInvestor](https://x.com/TheProfInvestor))  
> **Metrics:** 403 likes · 22 retweets · 38 comments · 40.0K views  

> **Posted:** 2026-05-11T17:47:07+00:00  


> **Source Link:** [https://x.com/TheProfInvestor/status/2053894687686361129](https://x.com/TheProfInvestor/status/2053894687686361129)  


> 
> "$IREN
 From $52 to 61.

17% bounce.

The dip was bought. 
I repeat: The dip was bought"


### Post #10 by @JEFETRADES
> **Author:** JEFE TRADES ([@JEFETRADES](https://x.com/JEFETRADES))  
> **Metrics:** 211 likes · 6 retweets · 16 comments · 39.0K views  

> **Posted:** 2026-05-11T00:12:23+00:00  


> **Source Link:** [https://x.com/JEFETRADES/status/2053629255137874354](https://x.com/JEFETRADES/status/2053629255137874354)  


> 
> "ITS FINALLY EXPLODING, DONT MISS IT
$NBIS
 broke out and ran into $180 almost a 3x... Now 
$IREN
 is getting big deals from Nvidia and 
$CRWV
 has a $98 Billion backlog. Im looking to for THESE spots on a retrace for more long term positions.

ANY DIP IS A BLESSING"


### Post #11 by @optionscjp
> **Author:** Options selling with Christian ([@optionscjp](https://x.com/optionscjp))  
> **Metrics:** 496 likes · 19 retweets · 20 comments · 38.9K views  

> **Posted:** 2026-05-11T19:30:59+00:00  


> **Source Link:** [https://x.com/optionscjp/status/2053920825020154053](https://x.com/optionscjp/status/2053920825020154053)  


> 
> "You are not going to want to be sitting out of 
$IREN
 when they finally announce that huge Hyperscaler (probably Anthropic or Meta) deal

Compute is the future"


### Post #12 by @cantonmeow
> **Author:** Cantonese Cat ([@cantonmeow](https://x.com/cantonmeow))  
> **Metrics:** 311 likes · 25 retweets · 27 comments · 35.9K views  

> **Posted:** 2026-05-11T12:27:00+00:00  


> **Source Link:** [https://x.com/cantonmeow/status/2053814125466100149](https://x.com/cantonmeow/status/2053814125466100149)  


> 
> "$IREN
 has broken out of the bullish descending wedge, which favors bullish continuation, but it's currently stuck in a range. If it holds the bottom of the range, it'd be a higher low on a renewed bull trend."


### Post #13 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 67 likes · 3 retweets · 6 comments · 35.6K views  

> **Posted:** 2026-05-11T11:19:13+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2053797067386974500](https://x.com/HeeraniPK/status/2053797067386974500)  


> 
> "$IREN
 7% down after announcing $2B of convertible senior notes due 2033 with an option for another $300M

This is in addition to $6b ATM announced before and 30m shares of calls 5 years out at $70/share to 
$NVDA"


### Post #14 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 154 likes · 5 retweets · 8 comments · 34.3K views  

> **Posted:** 2026-05-11T18:20:26+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2053903069792899264](https://x.com/jiahanjimliu/status/2053903069792899264)  


> 
> "Was initially confused about 
$IREN
's convertibles but with recovery to $59-$60, the market has accepted that most likely reason is to retire old notes.

Currently contract obligations are full funded so this is iether for retiring old notes or funding for SW1 DC buildout. To get"


### Post #15 by @JFergistheman
> **Author:** Josh ([@JFergistheman](https://x.com/JFergistheman))  
> **Metrics:** 14 likes · 2 retweets · 1 comments · 29.4K views  

> **Posted:** 2026-05-11T11:03:28+00:00  


> **Source Link:** [https://x.com/JFergistheman/status/2053793104973398133](https://x.com/JFergistheman/status/2053793104973398133)  


> 
> "$IREN
 profit takers showing up in a big way today! Makes me upset! When in doubt zoom out! Uptrend intact still"


### Post #16 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 250 likes · 4 retweets · 38 comments · 27.9K views  

> **Posted:** 2026-05-11T13:37:28+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2053831861756125686](https://x.com/EndicottInvests/status/2053831861756125686)  


> 
> "Looks like 
$IREN
 shareholders are rotating to 
$NBIS
 

$NBIS
: 6%
$IREN
: -12.30%"


### Post #17 by @SmallCapSnipa
> **Author:** Small Cap Snipa ([@SmallCapSnipa](https://x.com/SmallCapSnipa))  
> **Metrics:** 107 likes · 12 retweets · 10 comments · 23.2K views  

> **Posted:** 2026-05-11T11:29:03+00:00  


> **Source Link:** [https://x.com/SmallCapSnipa/status/2053799545000120375](https://x.com/SmallCapSnipa/status/2053799545000120375)  


> 
> "NEW: 
$IREN
 plans a private offering of $2 billion convertible senior notes due December 2033

• Option for an additional $300 million 
• Proceeds will fund capped call transactions, corporate purposes, & working capital
• Convertible structure may lead to dilution"


### Post #18 by @cantonmeow
> **Author:** Cantonese Cat ([@cantonmeow](https://x.com/cantonmeow))  
> **Metrics:** 212 likes · 8 retweets · 23 comments · 22.8K views  

> **Posted:** 2026-05-11T16:12:46+00:00  


> **Source Link:** [https://x.com/cantonmeow/status/2053870943638847624](https://x.com/cantonmeow/status/2053870943638847624)  


> 
> "$IREN
 $PYPL"


### Post #19 by @PlayBookTrades
> **Author:** PlayBookTrades ([@PlayBookTrades](https://x.com/PlayBookTrades))  
> **Metrics:** 76 likes · 7 retweets · 16 comments · 20.1K views  

> **Posted:** 2026-05-11T02:02:21+00:00  


> **Source Link:** [https://x.com/PlayBookTrades/status/2053656929814360192](https://x.com/PlayBookTrades/status/2053656929814360192)  


> 
> "$IREN
 

Let's break down those earnings in the simplest way possible so most can understand;

This is of course my own take and opinion so please DYOR at the end of the day! 

Everyone was waiting for 
$IREN
 to make a deal for months and they revealed that they'll be having 
$NVDA"


### Post #20 by @ACInvestorBlog
> **Author:** Antonio Costa ([@ACInvestorBlog](https://x.com/ACInvestorBlog))  
> **Metrics:** 189 likes · 9 retweets · 18 comments · 19.2K views  

> **Posted:** 2026-05-11T12:29:56+00:00  


> **Source Link:** [https://x.com/ACInvestorBlog/status/2053814866670969030](https://x.com/ACInvestorBlog/status/2053814866670969030)  


> 
> "$IREN
 the morning news about IREN's proposed $2 billion convertible senior notes offering due 2033 is NOT BAD news, especially regarding dilution concerns. It's debt, but not immediate equity dilution... heeeelllooooo"


### Post #21 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 57 likes · 1 retweets · 2 comments · 17.5K views  

> **Posted:** 2026-05-11T08:52:01+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2053760023361163271](https://x.com/AlexfromBabylon/status/2053760023361163271)  


> 
> "$IREN
 This is your baby growing up

Fact: You cannot disclose deal terms in such detail if you want above average market rates. Hyperscalers don’t like those disclosures and they want to hide how desperate they are for compute. Company is maturing its approach.

This is"


### Post #22 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 117 likes · 4 retweets · 12 comments · 17.1K views  

> **Posted:** 2026-05-11T17:30:05+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2053890398712742224](https://x.com/jiahanjimliu/status/2053890398712742224)  


> 
> "$IREN
: Sold Cash Covered Puts

With the cash from my IREN covered calls on 20% of my IREN holdings, I sold cash covered puts - May 15, 2026 $53 strike. 

Obviously, I have to be diligent and cannot do every week for risk control purposes but my just using 20% of my IREN as"


### Post #23 by @MitchMartan98
> **Author:** Mitchell Martan ([@MitchMartan98](https://x.com/MitchMartan98))  
> **Metrics:** 133 likes · 6 retweets · 11 comments · 16.6K views  

> **Posted:** 2026-05-11T13:40:23+00:00  


> **Source Link:** [https://x.com/MitchMartan98/status/2053832594639188329](https://x.com/MitchMartan98/status/2053832594639188329)  


> 
> "$CIFR
 being dragged down due to 
$IREN
 dilution news, good opportunity imo. 

Irrelevant to Cipher."


### Post #24 by @LEADER_TRADING
> **Author:** LEADER TRADING  ([@LEADER_TRADING](https://x.com/LEADER_TRADING))  
> **Metrics:** 85 likes · 0 retweets · 8 comments · 16.4K views  

> **Posted:** 2026-05-11T19:30:44+00:00  


> **Source Link:** [https://x.com/LEADER_TRADING/status/2053920760859885608](https://x.com/LEADER_TRADING/status/2053920760859885608)  


> 
> "$IREN
 this selloff after going green on the day is actually incredible. Don’t get me wrong, i hate it, but it’s incredible."


### Post #25 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 169 likes · 10 retweets · 7 comments · 16.4K views  

> **Posted:** 2026-05-11T18:13:33+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2053901338577097132](https://x.com/BitcoinAIGuy/status/2053901338577097132)  


> 
> "$IREN
 SWEETWATER IS NOT PRICED IN

WALL ST IS ASLEEP AGAIN

RETAIL WILL FRONT RUN AGAIN

YOU

ARE

NOT

BULLISH ENOUGH"


### Post #26 by @ryansfinance
> **Author:** Ryan ([@ryansfinance](https://x.com/ryansfinance))  
> **Metrics:** 54 likes · 0 retweets · 18 comments · 15.8K views  

> **Posted:** 2026-05-11T12:11:13+00:00  


> **Source Link:** [https://x.com/ryansfinance/status/2053810155553267869](https://x.com/ryansfinance/status/2053810155553267869)  


> 
> "$IREN
 $8B dilution"


### Post #27 by @pepemoonboy
> **Author:** Pepe Invests ([@pepemoonboy](https://x.com/pepemoonboy))  
> **Metrics:** 74 likes · 1 retweets · 17 comments · 15.0K views  

> **Posted:** 2026-05-11T11:57:13+00:00  


> **Source Link:** [https://x.com/pepemoonboy/status/2053806632987980058](https://x.com/pepemoonboy/status/2053806632987980058)  


> 
> "$IREN
 shareholders can’t catch a break"


### Post #28 by @LeaderInvests
> **Author:** TheGentleTraveler ([@LeaderInvests](https://x.com/LeaderInvests))  
> **Metrics:** 92 likes · 0 retweets · 7 comments · 13.7K views  

> **Posted:** 2026-05-11T12:41:18+00:00  


> **Source Link:** [https://x.com/LeaderInvests/status/2053817726485901382](https://x.com/LeaderInvests/status/2053817726485901382)  


> 
> "$IREN
 capitulation nearing it's peak. 

Getting close to 
$CLSK
 sentiment.

We need more..."


### Post #29 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 92 likes · 2 retweets · 9 comments · 13.6K views  

> **Posted:** 2026-05-11T02:14:37+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2053660013671907657](https://x.com/TheTechInvest/status/2053660013671907657)  


> 
> "40% of 
$IREN
 5GW power portfolio was added in the last 4 months."


### Post #30 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 128 likes · 6 retweets · 24 comments · 12.6K views  

> **Posted:** 2026-05-11T16:35:00+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2053876536055578981](https://x.com/Sam_Badawi/status/2053876536055578981)  


> 
> "$NBIS
 is expected to report this Wednesday before open.

Consider that and the earnings we saw from 
$CRWV
, 
$IREN
, 
$CIFR
, and the other neoclouds.

I will be streaming earnings live!"


### Post #31 by @StockTrader_Max
> **Author:** StockTrader_Max ([@StockTrader_Max](https://x.com/StockTrader_Max))  
> **Metrics:** 52 likes · 8 retweets · 7 comments · 12.1K views  

> **Posted:** 2026-05-11T10:58:59+00:00  


> **Source Link:** [https://x.com/StockTrader_Max/status/2053791976160670084](https://x.com/StockTrader_Max/status/2053791976160670084)  


> 
> "$IREN
 Breaking down the 1H chart here, bearish divergence occurred which is my preferred signal that a short term high is in... 

Now its time for a minor ABC correction, 
$IREN
 just saw the B wave high which saw the stock hit my 0.50-0.618FIB on the top side.. 

Now I am looking"


### Post #32 by @GrindeOptions
> **Author:** Cole Grinde ([@GrindeOptions](https://x.com/GrindeOptions))  
> **Metrics:** 102 likes · 7 retweets · 14 comments · 12.0K views  

> **Posted:** 2026-05-11T12:45:20+00:00  


> **Source Link:** [https://x.com/GrindeOptions/status/2053818741570580628](https://x.com/GrindeOptions/status/2053818741570580628)  


> 
> "Just know that 
$IREN
 will need this extra $2 billion making it now $8 billion total of potential dilution to find their existing build outs. 

Yes, dilution sucks but it’s necessary in some cases in order to grow the business as fast as possible.

In my opinion, this a buy the"


### Post #33 by @DeepValueBagger
> **Author:** DVB ([@DeepValueBagger](https://x.com/DeepValueBagger))  
> **Metrics:** 50 likes · 1 retweets · 17 comments · 11.3K views  

> **Posted:** 2026-05-11T13:34:27+00:00  


> **Source Link:** [https://x.com/DeepValueBagger/status/2053831101366288482](https://x.com/DeepValueBagger/status/2053831101366288482)  


> 
> "Is it fair to say that 
$IREN
 shareholders like bondage and cuckolding their cash?"


### Post #34 by @JackMenshaw
> **Author:** Menshaw | Hybrid Investing ([@JackMenshaw](https://x.com/JackMenshaw))  
> **Metrics:** 57 likes · 0 retweets · 3 comments · 11.0K views  

> **Posted:** 2026-05-11T12:58:19+00:00  


> **Source Link:** [https://x.com/JackMenshaw/status/2053822006454288768](https://x.com/JackMenshaw/status/2053822006454288768)  


> 
> "$IREN
 

Call me crazy, but are we back testing the trend line we broke for a continued move up 

Do you trust management to be a good steward of the money they are raising?

Do you trust management to execute?

Is there unlimited demand for what 
$IREN
 is selling?

Take a"


### Post #35 by @FransBakker9812
> **Author:** Frans Bakker ([@FransBakker9812](https://x.com/FransBakker9812))  
> **Metrics:** 248 likes · 11 retweets · 23 comments · 10.2K views  

> **Posted:** 2026-05-11T15:33:41+00:00  


> **Source Link:** [https://x.com/FransBakker9812/status/2053861107220222279](https://x.com/FransBakker9812/status/2053861107220222279)  


> 
> "$IREN
 
Watch everyone get bullish again now.
"genius move Dan""


### Post #36 by @SylentTrade
> **Author:** Sylent Capital ([@SylentTrade](https://x.com/SylentTrade))  
> **Metrics:** 204 likes · 8 retweets · 17 comments · 9.9K views  

> **Posted:** 2026-05-11T17:15:07+00:00  


> **Source Link:** [https://x.com/SylentTrade/status/2053886632319717556](https://x.com/SylentTrade/status/2053886632319717556)  


> 
> "From $52 to $60 in 1.5hrs. What a thing of beauty. Every dip is a buying opportunity 
$IREN"


### Post #37 by @DefenseTechAI
> **Author:** DefenseTech.AI ([@DefenseTechAI](https://x.com/DefenseTechAI))  
> **Metrics:** 60 likes · 2 retweets · 8 comments · 9.9K views  

> **Posted:** 2026-05-11T18:44:46+00:00  


> **Source Link:** [https://x.com/DefenseTechAI/status/2053909194470785337](https://x.com/DefenseTechAI/status/2053909194470785337)  


> 
> "$iren
 is buying 
@x
 ads now?"


### Post #38 by @AlexisWrem1747
> **Author:** Morten Alexis Wrem ([@AlexisWrem1747](https://x.com/AlexisWrem1747))  
> **Metrics:** 21 likes · 2 retweets · 5 comments · 9.1K views  

> **Posted:** 2026-05-11T09:32:52+00:00  


> **Source Link:** [https://x.com/AlexisWrem1747/status/2053770306527871446](https://x.com/AlexisWrem1747/status/2053770306527871446)  


> 
> "$IREN
 I think this hits the nail on the head

I agree with a lot of the frustration here. The constant strategic shifts from IREN look increasingly unprofessional, and I think it needs to be said out loud.

What worries me is not that a company evolves. Markets change,"


### Post #39 by @data168
> **Author:** DYOptions ([@data168](https://x.com/data168))  
> **Metrics:** 157 likes · 3 retweets · 5 comments · 8.9K views  

> **Posted:** 2026-05-11T17:15:11+00:00  


> **Source Link:** [https://x.com/data168/status/2053886652213543412](https://x.com/data168/status/2053886652213543412)  


> 
> "$IREN
 $60 and now with $2 billion more cash"


### Post #40 by @DNV99999
> **Author:** DNV999 ([@DNV99999](https://x.com/DNV99999))  
> **Metrics:** 59 likes · 3 retweets · 1 comments · 8.6K views  

> **Posted:** 2026-05-11T12:09:56+00:00  


> **Source Link:** [https://x.com/DNV99999/status/2053809833841754333](https://x.com/DNV99999/status/2053809833841754333)  


> 
> "$IREN
 EXCELLENT. Unwind of existing capped call transactions"


### Post #41 by @ZynxBTC
> **Author:** Zynx ([@ZynxBTC](https://x.com/ZynxBTC))  
> **Metrics:** 162 likes · 6 retweets · 14 comments · 8.5K views  

> **Posted:** 2026-05-11T14:16:55+00:00  


> **Source Link:** [https://x.com/ZynxBTC/status/2053841786733232500](https://x.com/ZynxBTC/status/2053841786733232500)  


> 
> "I'm not even an 
$IREN
 investor but having a meltdown over the $2B convertible notes offering is ridiculous.

It's cheap debt and the scale of their operation requires capital expenditure.

You either believe in them to succeed or you don't.

Dips = opportunity for the faithful."


### Post #42 by @moninvestor
> **Author:** mon ([@moninvestor](https://x.com/moninvestor))  
> **Metrics:** 134 likes · 5 retweets · 13 comments · 8.1K views  

> **Posted:** 2026-05-11T16:33:17+00:00  


> **Source Link:** [https://x.com/moninvestor/status/2053876105711337791](https://x.com/moninvestor/status/2053876105711337791)  


> 
> "$IREN
 now -2.82%."


### Post #43 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 82 likes · 2 retweets · 4 comments · 8.0K views  

> **Posted:** 2026-05-11T16:50:16+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2053880379921117294](https://x.com/ilzmcfly/status/2053880379921117294)  


> 
> "$IREN
 is the first Neo-Cloud to make a deal with a MAG7 that Includes Software not just bare-metal. 
$NBIS
 & 
$CRWV
 Hyperscaler deals are all bare-metal. 

How crazy is that? And people still want to criticize them."


### Post #44 by @RoaringRagnar
> **Author:** Ragnar ([@RoaringRagnar](https://x.com/RoaringRagnar))  
> **Metrics:** 76 likes · 2 retweets · 4 comments · 8.0K views  

> **Posted:** 2026-05-11T21:48:44+00:00  


> **Source Link:** [https://x.com/RoaringRagnar/status/2053955493379338745](https://x.com/RoaringRagnar/status/2053955493379338745)  


> 
> "I added 
$IREN
 today. 

We all know the drill: 

A new convert is announced, and people anticipate the hedging and future dilution. 

We saw it many times with 
$MSTR
 back in the day. 

Seize such opportunities."


### Post #45 by @Para_Capital
> **Author:** Paradise Capital ([@Para_Capital](https://x.com/Para_Capital))  
> **Metrics:** 73 likes · 2 retweets · 9 comments · 7.8K views  

> **Posted:** 2026-05-11T12:09:01+00:00  


> **Source Link:** [https://x.com/Para_Capital/status/2053809600999391658](https://x.com/Para_Capital/status/2053809600999391658)  


> 
> "I always want retail to win but if you continue to buy/hold 
$IREN
 you are choosing to ignore the continued parade of red flags from management.

When compared to 
$NBIS
 management it is night and day."


### Post #46 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 68 likes · 4 retweets · 2 comments · 7.8K views  

> **Posted:** 2026-05-11T17:27:45+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2053889813695107572](https://x.com/ilzmcfly/status/2053889813695107572)  


> 
> "$IREN
 Received 37% more than its Microsoft Deal for B300’s not just GB300 

B300’s is just the GPU, GB300 is the rack level Grace CPU + B300GPU. 

And it is from Retrofitted Air-Cooled Data Center  capacity in Childress, Texas which costs approximately $4M per MW to retrofit vs"


### Post #47 by @DustinHuntwn
> **Author:** Dustin ([@DustinHuntwn](https://x.com/DustinHuntwn))  
> **Metrics:** 31 likes · 2 retweets · 1 comments · 7.5K views  

> **Posted:** 2026-05-11T03:14:35+00:00  


> **Source Link:** [https://x.com/DustinHuntwn/status/2053675108548669603](https://x.com/DustinHuntwn/status/2053675108548669603)  


> 
> "$IREN
 assuming they tapped into ATM (super high volume, low price movement) thats actually bullish.  

Tutes can see the dilution behind the tape, if they were willing to buy in batches at 60$ and NVIDIA is ready to buy at $70, then current prices are your base level for the next"


### Post #48 by @growthrapidly
> **Author:** Joel ([@growthrapidly](https://x.com/growthrapidly))  
> **Metrics:** 105 likes · 5 retweets · 14 comments · 7.4K views  

> **Posted:** 2026-05-11T18:14:00+00:00  


> **Source Link:** [https://x.com/growthrapidly/status/2053901451009909146](https://x.com/growthrapidly/status/2053901451009909146)  


> 
> "$IREN
Some people are panicking over IREN raising capital through convertible notes.

I’m not.

A company trying to aggressively scale AI infrastructure needs money.

What bothers me more is not having enough extra cash right now to load the boat.

That’s how strongly I believe"


### Post #49 by @AbeWyse
> **Author:** Abe Wyse ([@AbeWyse](https://x.com/AbeWyse))  
> **Metrics:** 23 likes · 0 retweets · 8 comments · 7.4K views  

> **Posted:** 2026-05-11T12:38:24+00:00  


> **Source Link:** [https://x.com/AbeWyse/status/2053816996773433651](https://x.com/AbeWyse/status/2053816996773433651)  


> 
> "Without getting into to the 
$NBIS
 vs 
$IREN
 debate, can someone explain to me why IREN continues to hit their ATM while their competitors don't? Maybe 
@FransBakker9812
 could explain what I'm missing?"


### Post #50 by @Umbisam
> **Author:** 𝒰𝓂𝒷𝒾𝓈𝒶𝓂 ([@Umbisam](https://x.com/Umbisam))  
> **Metrics:** 106 likes · 3 retweets · 8 comments · 7.3K views  

> **Posted:** 2026-05-11T20:16:21+00:00  


> **Source Link:** [https://x.com/Umbisam/status/2053932242355769516](https://x.com/Umbisam/status/2053932242355769516)  


> 
> "$IREN
 Yeah, I’m still adding on IREG (at/around close)"


### Post #51 by @Edge_Bolt
> **Author:** BoltEdge ([@Edge_Bolt](https://x.com/Edge_Bolt))  
> **Metrics:** 57 likes · 1 retweets · 8 comments · 7.0K views  

> **Posted:** 2026-05-11T22:31:56+00:00  


> **Source Link:** [https://x.com/Edge_Bolt/status/2053966364705013766](https://x.com/Edge_Bolt/status/2053966364705013766)  


> 
> "$IREN
Is it possible this final convertible notes leads to a deal? 

I think it’s setting it up for one on Thursday."


### Post #52 by @cidman00
> **Author:** PALANTARD ([@cidman00](https://x.com/cidman00))  
> **Metrics:** 93 likes · 3 retweets · 10 comments · 7.0K views  

> **Posted:** 2026-05-11T16:18:53+00:00  


> **Source Link:** [https://x.com/cidman00/status/2053872483036536944](https://x.com/cidman00/status/2053872483036536944)  


> 
> "Feeling 
$SLNH
 is the next 
$IREN
."


### Post #53 by @moninvestor
> **Author:** mon ([@moninvestor](https://x.com/moninvestor))  
> **Metrics:** 135 likes · 3 retweets · 18 comments · 6.6K views  

> **Posted:** 2026-05-11T15:47:40+00:00  


> **Source Link:** [https://x.com/moninvestor/status/2053864625146319244](https://x.com/moninvestor/status/2053864625146319244)  


> 
> "$IREN
 This offering is expected.

This is what they’re going to do a few times a year, and the same applies across the entire industry, until the flywheel is fully running.

It’s a buying opportunity if you believe in the long term.

-14% to -5%."


### Post #54 by @LeaderInvests
> **Author:** TheGentleTraveler ([@LeaderInvests](https://x.com/LeaderInvests))  
> **Metrics:** 53 likes · 5 retweets · 4 comments · 6.6K views  

> **Posted:** 2026-05-11T12:13:21+00:00  


> **Source Link:** [https://x.com/LeaderInvests/status/2053810691560087703](https://x.com/LeaderInvests/status/2053810691560087703)  


> 
> "$IREN
 is planning something for sure.

The GEX Heatmap is telling the story.

$70 for 
$IREN
 was hit last week.

We see where it's moving next."


### Post #55 by @TheValueTrade
> **Author:** The Value Trader ([@TheValueTrade](https://x.com/TheValueTrade))  
> **Metrics:** 81 likes · 3 retweets · 11 comments · 6.2K views  

> **Posted:** 2026-05-11T13:11:57+00:00  


> **Source Link:** [https://x.com/TheValueTrade/status/2053825439316209921](https://x.com/TheValueTrade/status/2053825439316209921)  


> 
> "$IREN
 dip due to offering will be bought up."


### Post #56 by @ACInvestorBlog
> **Author:** Antonio Costa ([@ACInvestorBlog](https://x.com/ACInvestorBlog))  
> **Metrics:** 73 likes · 4 retweets · 4 comments · 5.5K views  

> **Posted:** 2026-05-11T20:18:51+00:00  


> **Source Link:** [https://x.com/ACInvestorBlog/status/2053932873598505346](https://x.com/ACInvestorBlog/status/2053932873598505346)  


> 
> "$IREN
 lost 9% today but still trading abv all EMAs. The trend remains upward."


### Post #57 by @chad_ventures
> **Author:** chad. ([@chad_ventures](https://x.com/chad_ventures))  
> **Metrics:** 78 likes · 5 retweets · 13 comments · 5.5K views  

> **Posted:** 2026-05-11T13:32:55+00:00  


> **Source Link:** [https://x.com/chad_ventures/status/2053830714051776620](https://x.com/chad_ventures/status/2053830714051776620)  


> 
> "Most people who feel extremely smart trashing 
$IREN
 are probably the ones who chased at $60 and thus are angry now."


### Post #58 by @CrypticTrades_
> **Author:** Cryptic Trades ([@CrypticTrades_](https://x.com/CrypticTrades_))  
> **Metrics:** 61 likes · 2 retweets · 4 comments · 5.5K views  

> **Posted:** 2026-05-11T00:10:45+00:00  


> **Source Link:** [https://x.com/CrypticTrades_/status/2053628842531545456](https://x.com/CrypticTrades_/status/2053628842531545456)  


> 
> "No idea why this post blew up the way it did, but 
$IREN
 is the next 
$SNDK
 and there are many other similar opportunities which I’ll cover publicly next week.

Notis on."


### Post #59 by @bitcoinbutcher1
> **Author:** ₿itcoin ₿utcher ([@bitcoinbutcher1](https://x.com/bitcoinbutcher1))  
> **Metrics:** 72 likes · 3 retweets · 12 comments · 5.3K views  

> **Posted:** 2026-05-11T12:21:53+00:00  


> **Source Link:** [https://x.com/bitcoinbutcher1/status/2053812838397825182](https://x.com/bitcoinbutcher1/status/2053812838397825182)  


> 
> "I think 
@unaibld
 makes a great point.  There’s a very good chance that the 
$IREN
 convertible note leaked onto the Street on Friday, putting ceiling on price action following the 
$NVDA
 announcement as smart money shorted in anticipation of this move.

Until 
@MirantisIT
 and the"


### Post #60 by @LukasFrije1re
> **Author:** Lukas Frijek ([@LukasFrije1re](https://x.com/LukasFrije1re))  
> **Metrics:** 38 likes · 1 retweets · 1 comments · 5.2K views  

> **Posted:** 2026-05-11T09:18:00+00:00  


> **Source Link:** [https://x.com/LukasFrije1re/status/2053766562914451463](https://x.com/LukasFrije1re/status/2053766562914451463)  


> 
> "$NBIS
 is offering 5 huge software services just for Physical AI, while 
$IREN
 is still stuck on basic kubernetes

The difference couldn't have been starker"


### Post #61 by @ConnorJBates_
> **Author:** Connor Bates ([@ConnorJBates_](https://x.com/ConnorJBates_))  
> **Metrics:** 23 likes · 1 retweets · 3 comments · 5.0K views  

> **Posted:** 2026-05-11T12:46:38+00:00  


> **Source Link:** [https://x.com/ConnorJBates_/status/2053819065739657694](https://x.com/ConnorJBates_/status/2053819065739657694)  


> 
> "$IREN
 
IREN Limited (IREN) to offer $2 billion aggregate principal amount of convertible senior notes due 2033"


### Post #62 by @SylentTrade
> **Author:** Sylent Capital ([@SylentTrade](https://x.com/SylentTrade))  
> **Metrics:** 145 likes · 2 retweets · 5 comments · 4.5K views  

> **Posted:** 2026-05-11T15:14:04+00:00  


> **Source Link:** [https://x.com/SylentTrade/status/2053856170381541577](https://x.com/SylentTrade/status/2053856170381541577)  


> 
> "$IREN
 up almost 10% from the flush out this morning. Trust management and ignore the FUD."


### Post #63 by @ACInvestorBlog
> **Author:** Antonio Costa ([@ACInvestorBlog](https://x.com/ACInvestorBlog))  
> **Metrics:** 59 likes · 3 retweets · 7 comments · 4.4K views  

> **Posted:** 2026-05-11T17:12:10+00:00  


> **Source Link:** [https://x.com/ACInvestorBlog/status/2053885893010694516](https://x.com/ACInvestorBlog/status/2053885893010694516)  


> 
> "$IREN
 back over $60 ... when $100 ?"


### Post #64 by @LeaderInvests
> **Author:** TheGentleTraveler ([@LeaderInvests](https://x.com/LeaderInvests))  
> **Metrics:** 73 likes · 5 retweets · 14 comments · 4.4K views  

> **Posted:** 2026-05-11T12:17:54+00:00  


> **Source Link:** [https://x.com/LeaderInvests/status/2053811834730197048](https://x.com/LeaderInvests/status/2053811834730197048)  


> 
> "Many people want 
$IREN
 to succeed and move UP.

But in order for 
$IREN
 to ramp FAST they need $$$. 

Do you prefer direct dilution from the ATM or a convertible note delaying dilution at to be decided HIGHER prices? 

Management of 
$IREN
 is totally on it to grow and make use of"


### Post #65 by @Billions777888
> **Author:** Billions777888 ([@Billions777888](https://x.com/Billions777888))  
> **Metrics:** 24 likes · 0 retweets · 6 comments · 4.4K views  

> **Posted:** 2026-05-11T11:49:03+00:00  


> **Source Link:** [https://x.com/Billions777888/status/2053804577934475675](https://x.com/Billions777888/status/2053804577934475675)  


> 
> "$IREN
  GTFO! SELL! Nothing can help this company, not even a NVDA deal helps it!"


### Post #66 by @tommyleed8888
> **Author:** Tommy Lee ([@tommyleed8888](https://x.com/tommyleed8888))  
> **Metrics:** 18 likes · 1 retweets · 1 comments · 4.3K views  

> **Posted:** 2026-05-11T14:11:13+00:00  


> **Source Link:** [https://x.com/tommyleed8888/status/2053840352898097314](https://x.com/tommyleed8888/status/2053840352898097314)  


> 
> "They brought this on themselves 
$NBIS
 $IREN"


### Post #67 by @_Sgr_A_Star
> **Author:** The God Particle ([@_Sgr_A_Star](https://x.com/_Sgr_A_Star))  
> **Metrics:** 84 likes · 2 retweets · 2 comments · 4.3K views  

> **Posted:** 2026-05-11T19:11:59+00:00  


> **Source Link:** [https://x.com/_Sgr_A_Star/status/2053916044696400305](https://x.com/_Sgr_A_Star/status/2053916044696400305)  


> 
> "$IREN
Freedom Capital Markets reiterated their Hold recommendation but updated their Target Price from $36 to $58.

Even the haters are starting to"


### Post #68 by @RemoteNavigator
> **Author:** Remote Navigator ([@RemoteNavigator](https://x.com/RemoteNavigator))  
> **Metrics:** 19 likes · 2 retweets · 3 comments · 4.2K views  

> **Posted:** 2026-05-11T11:27:18+00:00  


> **Source Link:** [https://x.com/RemoteNavigator/status/2053799101582729404](https://x.com/RemoteNavigator/status/2053799101582729404)  


> 
> "$IREN
 just confirmed what last week's 
$NVDA
 partnership already signalled: building out 5GW of AI infrastructure isn't cheap. Today's $2 billion convertible note offering shows they are wasting no time raising the massive capital required."


### Post #69 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 40 likes · 0 retweets · 14 comments · 4.2K views  

> **Posted:** 2026-05-11T19:18:18+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2053917631862960419](https://x.com/McnallieM/status/2053917631862960419)  


> 
> "Adding more here???  
$IREN"


### Post #70 by @nicaqs
> **Author:** nic.aqs ([@nicaqs](https://x.com/nicaqs))  
> **Metrics:** 50 likes · 1 retweets · 3 comments · 4.2K views  

> **Posted:** 2026-05-11T15:54:53+00:00  


> **Source Link:** [https://x.com/nicaqs/status/2053866442173612110](https://x.com/nicaqs/status/2053866442173612110)  


> 
> "$IREN
 great recovery so far tells me there's demand."


### Post #71 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 47 likes · 1 retweets · 3 comments · 4.1K views  

> **Posted:** 2026-05-11T11:16:56+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2053796492671062016](https://x.com/beauty_oe/status/2053796492671062016)  


> 
> "$IREN  
Announced the issuance of a $2 billion convertible bond (CB) maturing in 2033.  
With an additional $300 million option attached.  

$NBIS  
I got worried it might get dragged down, but it's holding steady, huh."


### Post #72 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 40 likes · 1 retweets · 9 comments · 3.9K views  

> **Posted:** 2026-05-11T16:51:39+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2053880726953877925](https://x.com/McnallieM/status/2053880726953877925)  


> 
> "Will 
$IREN
 close green today…"


### Post #73 by @ViralMuzik1989
> **Author:** FreeFromMatrix ([@ViralMuzik1989](https://x.com/ViralMuzik1989))  
> **Metrics:** 46 likes · 5 retweets · 4 comments · 3.8K views  

> **Posted:** 2026-05-11T14:15:18+00:00  


> **Source Link:** [https://x.com/ViralMuzik1989/status/2053841381945131398](https://x.com/ViralMuzik1989/status/2053841381945131398)  


> 
> "$IREN
 vs 
$CRWV
 capital strategy:

Blue Pill ($CRWV): Take massive debt(~$21B+), live in blissful ignorance, pay $1.5B+ interest yearly, stay trapped in the simulation.

Red Pill ($IREN): Accept smart equity raises, face short-term dilution, secure real power + execution freedom"


### Post #74 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 67 likes · 0 retweets · 3 comments · 3.7K views  

> **Posted:** 2026-05-11T21:12:31+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2053946377583882565](https://x.com/ilzmcfly/status/2053946377583882565)  


> 
> "Second day in a row with 100M Volume + 
$IREN
 

Despite the wonky price action, volume still keeps coming in."


### Post #75 by @AlexisWrem1747
> **Author:** Morten Alexis Wrem ([@AlexisWrem1747](https://x.com/AlexisWrem1747))  
> **Metrics:** 36 likes · 1 retweets · 3 comments · 3.7K views  

> **Posted:** 2026-05-11T11:41:02+00:00  


> **Source Link:** [https://x.com/AlexisWrem1747/status/2053802557030519134](https://x.com/AlexisWrem1747/status/2053802557030519134)  


> 
> "$IREN
 Dan just left us all a message"


### Post #76 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 13 likes · 0 retweets · 2 comments · 3.6K views  

> **Posted:** 2026-05-11T12:43:03+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2053818165856030900](https://x.com/AlexfromBabylon/status/2053818165856030900)  


> 
> "$IREN
 This I assume is basically for the NVIDIA deal right?"


### Post #77 by @_Sgr_A_Star
> **Author:** The God Particle ([@_Sgr_A_Star](https://x.com/_Sgr_A_Star))  
> **Metrics:** 94 likes · 7 retweets · 3 comments · 3.3K views  

> **Posted:** 2026-05-11T18:45:30+00:00  


> **Source Link:** [https://x.com/_Sgr_A_Star/status/2053909379775443064](https://x.com/_Sgr_A_Star/status/2053909379775443064)  


> 
> "$IREN
 

HuaFu International initiated coverage of IREN today with an Outperform recommendation and a target price of $76.31

Even the Chinese know a winner when they see one."


### Post #78 by @TheBigDegen
> **Author:** The Big Degen ([@TheBigDegen](https://x.com/TheBigDegen))  
> **Metrics:** 49 likes · 1 retweets · 0 comments · 3.2K views  

> **Posted:** 2026-05-11T00:21:51+00:00  


> **Source Link:** [https://x.com/TheBigDegen/status/2053631636563239342](https://x.com/TheBigDegen/status/2053631636563239342)  


> 
> "Jensen Huang, 
@nvidia
 CEO, referring to new partnership with 
$IREN
 

“TOGETHER, WE ARE BUILDING FOR THE AGE OF AI.”"


### Post #79 by @nanotitan28
> **Author:** Francisco Gomez-Palacio ([@nanotitan28](https://x.com/nanotitan28))  
> **Metrics:** 45 likes · 3 retweets · 3 comments · 2.9K views  

> **Posted:** 2026-05-11T15:02:05+00:00  


> **Source Link:** [https://x.com/nanotitan28/status/2053853155318796639](https://x.com/nanotitan28/status/2053853155318796639)  


> 
> "$IREN
 Naturally wanted to grab some liquidity from the January supply zone and now it looks like it wants a higher low at the 8 SMA and flip the last higher high to support."


### Post #80 by @DustinHuntwn
> **Author:** Dustin ([@DustinHuntwn](https://x.com/DustinHuntwn))  
> **Metrics:** 36 likes · 3 retweets · 0 comments · 2.7K views  

> **Posted:** 2026-05-11T03:32:09+00:00  


> **Source Link:** [https://x.com/DustinHuntwn/status/2053679528183292230](https://x.com/DustinHuntwn/status/2053679528183292230)  


> 
> "$IREN
 IREN brings the scale and infrastructure expertise to help accelerate the buildout of next-generation AI infrastructure globally. Together, we are building for the age of AI.” - Jensen Huang

With the mkt now more vulnerable to a pullback, so too can IREN pull back, with"


### Post #81 by @mcF_dan
> **Author:** Dan ([@mcF_dan](https://x.com/mcF_dan))  
> **Metrics:** 27 likes · 0 retweets · 1 comments · 2.7K views  

> **Posted:** 2026-05-11T16:17:47+00:00  


> **Source Link:** [https://x.com/mcF_dan/status/2053872206653047062](https://x.com/mcF_dan/status/2053872206653047062)  


> 
> "I used Claude to make a volatility based intraday prediction for 
$IREN
 based on the last 30 days of trading.  Its doing pretty good today. Other days not so good."


### Post #82 by @OakenshieldVGX
> **Author:** Ȏ̶͖̽̌̾̈̄̍̀̆̆́͑͌͝akenshield ([@OakenshieldVGX](https://x.com/OakenshieldVGX))  
> **Metrics:** 23 likes · 0 retweets · 0 comments · 2.6K views  

> **Posted:** 2026-05-11T04:02:13+00:00  


> **Source Link:** [https://x.com/OakenshieldVGX/status/2053687094204121427](https://x.com/OakenshieldVGX/status/2053687094204121427)  


> 
> "$IREN
 has +5GW secured power."


### Post #83 by @_Sgr_A_Star
> **Author:** The God Particle ([@_Sgr_A_Star](https://x.com/_Sgr_A_Star))  
> **Metrics:** 30 likes · 1 retweets · 0 comments · 2.5K views  

> **Posted:** 2026-05-11T21:03:46+00:00  


> **Source Link:** [https://x.com/_Sgr_A_Star/status/2053944175859728439](https://x.com/_Sgr_A_Star/status/2053944175859728439)  


> 
> "$IREN
Short interest slightly down as of the last check point on 4/30 with 58.36M shares or 18.95% of the float short."


### Post #84 by @DNV99999
> **Author:** DNV999 ([@DNV99999](https://x.com/DNV99999))  
> **Metrics:** 18 likes · 1 retweets · 1 comments · 2.4K views  

> **Posted:** 2026-05-11T12:52:46+00:00  


> **Source Link:** [https://x.com/DNV99999/status/2053820609373622355](https://x.com/DNV99999/status/2053820609373622355)  


> 
> "$IREN
 EXCELLENT. Unwind of existing capped call transactions"


### Post #85 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 23 likes · 1 retweets · 5 comments · 2.4K views  

> **Posted:** 2026-05-11T11:27:26+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2053799136458064242](https://x.com/MktMavPro/status/2053799136458064242)  


> 
> "$IREN
 is turning into 
$CRWV"


### Post #86 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 34 likes · 1 retweets · 4 comments · 2.2K views  

> **Posted:** 2026-05-11T12:36:05+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2053816412326551766](https://x.com/longinvest32/status/2053816412326551766)  


> 
> "$IREN
 is like debt machine 
$CRWV
 except with out the back log 

Long 
$NBIS"


### Post #87 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 9 likes · 0 retweets · 1 comments · 2.2K views  

> **Posted:** 2026-05-11T12:30:11+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2053814928725651532](https://x.com/HeeraniPK/status/2053814928725651532)  


> 
> "I think my concerns around the 
$IREN
 x 
$NVDA
 partnership were very valid. Building only 1GW of AI infrastructure likely requires an estimated $50B+ of capital. 
$IREN
 is trying to build 3-4 times more. 

Right now, 
$IREN
 needs capital more than anything else.

A partnership with"


### Post #88 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 33 likes · 0 retweets · 6 comments · 2.0K views  

> **Posted:** 2026-05-11T12:15:44+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2053811290724823211](https://x.com/longinvest32/status/2053811290724823211)  


> 
> "I have no doubt the 
$IREN
 bulls will spin this dilution news positive 

Long 
$NBIS
 the only one no convinced won’t absolutely destroy shareholder value"


### Post #89 by @Para_Capital
> **Author:** Paradise Capital ([@Para_Capital](https://x.com/Para_Capital))  
> **Metrics:** 11 likes · 0 retweets · 2 comments · 2.0K views  

> **Posted:** 2026-05-11T11:13:20+00:00  


> **Source Link:** [https://x.com/Para_Capital/status/2053795589024862572](https://x.com/Para_Capital/status/2053795589024862572)  


> 
> "Haha 
$IREN
 bulls come on, you have to realize you’re being played at some point right?"


### Post #90 by @TheBigDegen
> **Author:** The Big Degen ([@TheBigDegen](https://x.com/TheBigDegen))  
> **Metrics:** 28 likes · 2 retweets · 1 comments · 1.9K views  

> **Posted:** 2026-05-11T03:26:30+00:00  


> **Source Link:** [https://x.com/TheBigDegen/status/2053678107148918858](https://x.com/TheBigDegen/status/2053678107148918858)  


> 
> "$IREN
  $NVDA
The bears will say what they want but this will go down as one of the best strategic partnerships in technology & AI history! 

The Roberts’ brothers playing 4D chess while others are still playing checkers"


### Post #91 by @jazzzroyale
> **Author:** Jazz Royale ([@jazzzroyale](https://x.com/jazzzroyale))  
> **Metrics:** 28 likes · 2 retweets · 3 comments · 1.7K views  

> **Posted:** 2026-05-11T03:20:42+00:00  


> **Source Link:** [https://x.com/jazzzroyale/status/2053676643852386800](https://x.com/jazzzroyale/status/2053676643852386800)  


> 
> "Since a lot of dopamine addled 
$IREN
 bears on X seem incapable of strategic thinking, let’s summarize last weeks’ moves by the company in very simple terms: 

- Acquires Mirantis with 1,500+ large enterprise AI customers in desperate need for compute
- Announces 
$NVDA
 as a"


### Post #92 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 42 likes · 3 retweets · 1 comments · 1.5K views  

> **Posted:** 2026-05-11T16:46:25+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2053879409267065019](https://x.com/McnallieM/status/2053879409267065019)  


> 
> "$90  
$IREN"


### Post #93 by @LukasFrije1re
> **Author:** Lukas Frijek ([@LukasFrije1re](https://x.com/LukasFrije1re))  
> **Metrics:** 10 likes · 3 retweets · 2 comments · 1.4K views  

> **Posted:** 2026-05-11T11:45:46+00:00  


> **Source Link:** [https://x.com/LukasFrije1re/status/2053803751098429610](https://x.com/LukasFrije1re/status/2053803751098429610)  


> 
> "Dan Roberts talking about dropping another 2B dilution after already diluting 1B via ATM
$IREN"


### Post #94 by @jazzzroyale
> **Author:** Jazz Royale ([@jazzzroyale](https://x.com/jazzzroyale))  
> **Metrics:** 12 likes · 0 retweets · 0 comments · 1.2K views  

> **Posted:** 2026-05-11T03:51:05+00:00  


> **Source Link:** [https://x.com/jazzzroyale/status/2053684293029834994](https://x.com/jazzzroyale/status/2053684293029834994)  


> 
> "Do you think the happy investors Jensen is referring to in this clip will also follow him into 
$IREN
?"


### Post #95 by @FransBakker9812
> **Author:** Frans Bakker ([@FransBakker9812](https://x.com/FransBakker9812))  
> **Metrics:** 29 likes · 2 retweets · 4 comments · 1.2K views  

> **Posted:** 2026-05-11T03:29:10+00:00  


> **Source Link:** [https://x.com/FransBakker9812/status/2053678776903729354](https://x.com/FransBakker9812/status/2053678776903729354)  


> 
> "$IREN
 Weekly Space 5/10/2026

Thanks to the speakers
@bitcoinbutcher1
 
@TheKamaHsutra
 
@NickGallantin
 
@SilvercloudPC
 
@closenberger
 
And Sean.
See you next week!"


### Post #96 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 30 likes · 0 retweets · 4 comments · 1.1K views  

> **Posted:** 2026-05-11T13:37:59+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2053831990416175176](https://x.com/longinvest32/status/2053831990416175176)  


> 
> "Ahhhhh 
$NBIS
  ripping while 
$IREN
 gets fucked 

Happy fucking Monday pheasants"


### Post #97 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 15 likes · 0 retweets · 3 comments · 739 views  

> **Posted:** 2026-05-11T14:09:16+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2053839862554616033](https://x.com/SMASIMHO/status/2053839862554616033)  


> 
> "I know the market just opened but days like this I allow myself to indulge in a bit of schadenfreude. 

That sweet sweet feeling is magnified when you're full port 
$NBIS
. 

(Mea culpa, couldn't get the 
$IREN
 logo right. I ran out of tokens.)"


### Post #98 by @AvivArazi
> **Author:** Lil’ Mafia | ([@AvivArazi](https://x.com/AvivArazi))  
> **Metrics:** 18 likes · 0 retweets · 0 comments · 630 views  

> **Posted:** 2026-05-11T04:34:58+00:00  


> **Source Link:** [https://x.com/AvivArazi/status/2053695335013159270](https://x.com/AvivArazi/status/2053695335013159270)  


> 
> "Generational opportunity 
$IREN
 

2027"


### Post #99 by @CryptoWesearch
> **Author:** Crypto Wesearch 每日幣研 ([@CryptoWesearch](https://x.com/CryptoWesearch))  
> **Metrics:** 0 likes · 0 retweets · 1 comments · 125 views  

> **Posted:** 2026-05-11T09:58:55+00:00  


> **Source Link:** [https://x.com/CryptoWesearch/status/2053776861315084305](https://x.com/CryptoWesearch/status/2053776861315084305)  


> 
> "$IREN ( 
@IREN_Ltd
 )

 
@NVIDIADC
 collaborated with IREN last week, securing the right to purchase shares,
providing expected support for IREN's future stock price
( 5-year option, exercisable at $70 per share, for up to 30 million shares )

 $NVDA This move has also driven"


### Post #100 by @CryptoWesearch
> **Author:** Crypto Wesearch 每日幣研 ([@CryptoWesearch](https://x.com/CryptoWesearch))  
> **Metrics:** 1 likes · 0 retweets · 1 comments · 99 views  

> **Posted:** 2026-05-11T09:58:52+00:00  


> **Source Link:** [https://x.com/CryptoWesearch/status/2053776849109647827](https://x.com/CryptoWesearch/status/2053776849109647827)  


> 
> ".$BTC Bitcoin miners transform into the next wave of AI boom goldmines, NVIDIA collaborates with $IREN
Related stocks see weekly gains up to +34% 

 Related companies:
 IREN Ltd ( $IREN )
 Galaxy Digital ( $GLXY )
 Hut 8 ( $HUT 8 )
 Core Scientific ( $CORZ )"


### Post #101 by @mannuelcrypto
> **Author:** Mannuel Crypto ([@mannuelcrypto](https://x.com/mannuelcrypto))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-05-11T02:37:06+00:00  


> **Source Link:** [https://x.com/mannuelcrypto/status/2053665672475930733](https://x.com/mannuelcrypto/status/2053665672475930733)  


> 
> "BOTH 
$IREN
 AND 
$HIMS
BE LIKE ME"




---

*Generated by Context Pilot Social Intelligence Engine.*