$ASST See you Monday!

$IREN Cantor Fitzgerald reiterated their "Overweight" recommendation after the earnings call but interestingly lowered their price target from $142 to $136.

$IREN CEO Dan Roberts just now: "There is appetite from a number of parties in discussing cloud and other well above 200MW." He was clearly was picking his words with this statement as well. Bullish. 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥

Trimmed a little and bought more $IREN and $CIFR

I am an $IREN shareholder now

$IREN targeting $3.4B in AI Cloud ARR by the end of 2026 😳

$IREN This guy knows too much.

Me watching people that have no idea what they’re doing selling $IREN this morning. Fair value today is $192-$210 btw

I listened to $IREN Q1 Earnings Call yesterday. I was surprised to see the company almost overlooking its $BTC revenue. The surprise faded when I read this astonishing quote from Microsoft. “ [ $IREN is] a fully integrated Al cloud from data centers to GPU stack combined with their secured power capacity [which] makes them a STRATEGIC PARTNER.” Jonathan Tinter, President, Business Development and Ventures at $MSFT

IREN is growing aggressively. 140k GPUs and $3.4B ARR by year end 2026. World class customers like Microsoft. IREN will be the only scaled up, fully vertically integrated, AI cloud built to serve external customers. This is an absolute beast in the making.

$IREN 🔥🔥🔥 MICROSOFT, $MSFT, the 3rd largest company on the planet just had this to say about their strategic partnership with IREN 👊🔥🚀

I’m running numbers tonight (or this weekend) comparing $CIFR to another major player at the same level — and honestly, $CIFR could reach or even surpass their scale within 1–2 years. Tyler’s already dropped hints — and if you’ve been paying attention, you know what he’s building toward. Triple digits isn’t a dream. It’s the real story forming. This other company Trades at $500 + 🤯 Disclaimer: If Tyler scales the 56 MW direct-compute pilot, then $CIFR’s upside becomes a whole different story — it would no longer be a fair comparison to companies just offering power, data-center space, or colocation deals to hyperscalers. So the idea is Even without Direct compute: Triple digits are coming ! 🚀 Do you guys want me to reveal this weekend? If I get 250 + likes (to gauge interest), I will take the time to do this.

$IREN x $META incoming??

$IREN 👇

$IREN Earnings are out.

$IREN Q1 FY26 Operating Loss vs Net Income The apparent deterioration in operating income this quarter — an operating loss of $76.4 million — is primarily a result of non-cash stock-based compensation (SBC) and related payroll-tax accruals within SG&A, not a deterioration in core operations. SG&A totaled $138.4 million, of which $72.4 million (52%) reflected SBC expense and $32.8 million (24%) reflected payroll taxes on SBC — together accounting for roughly 76% of total SG&A. Under U.S. GAAP (ASC 718), the fair-value of equity awards such as RSUs is measured at the grant date and recognized over the vesting period, while payroll taxes linked to share price appreciation are remeasured each reporting period, causing volatility when the stock price rises sharply. The surge in IREN’s share price during the quarter led to a significant increase in both the recognized SBC expense and the associated payroll-tax provision, inflating SG&A despite stable underlying cost structure. Excluding these equity-linked items, core SG&A would have been roughly $33 million, consistent with prior periods and proportionate to revenue of $240 million. In contrast, the same share-price movement generated a $665 million unrealized fair-value gain on derivative instruments — notably the prepaid forward and capped-call arrangements tied to the company’s convertible notes — under ASC 815, as these liabilities are marked to market through earnings. This accounting asymmetry explains the positive net income of $385 million, despite a GAAP operating loss. In essence, the quarter’s results illustrate a non-economic divergence: – Operating income depressed by non-cash, share-price-sensitive SBC and payroll taxes. – Net income elevated by non-cash fair-value gains on equity-linked hedges. Both stem from the same underlying driver — share-price appreciation — and therefore do not reflect a change in IREN’s fundamental operating performance or cash generation. Please share this with anyone who complains about the negative operating income.

$IREN $1000+ ⏰

$IREN Michael Donavan at Compass Point has reiterated their "Buy" recommendation and updated their price target from $50 to $100. September: $23 September: $50 November: $105 These price targets are moving FAST - just as fast as the company's ARR!

It’s still early $IREN

$IREN has the most power guaranteed to come online in the next 3 years of any Neocloud $META said they are spending $600B next 3 years… META’s compute needs are smaller than $AMZN, $GOOG $MSFT. OpenAI said they need $1T in capital $GOOG co founder Sergey Brin said he’s willing to have Google go bankrupt before he loses AI race $NVDA CEO said spending will reach $5T next few years … and you don’t think $IREN will get to $21B ARR (10x stock return) in the next four years? It’s so easy. Hold. Don’t use leverage (it’s not needed). Retire before age 40. This option is available to you if you choose to not be retarded Bio: former bulge bracket banker and 10 years multi billion HF. Genuinely trying to help the financially illiterate. This is a layup if you are patient. GL to all players (not financial advice, my opinion)