- Bullish
- Bearish
Calls on $IREN
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@moninvestor · Bullish My biggest gain came from adding to my highest-conviction stock while sentiment was at an all-time low. > $IREN at $5-6 in April 2025. Since then, the stock is up over 1,000%.
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@moninvestor · Bullish $IREN - great start to the day. 1 - Cantor Fitzgerald maintains Buy rating and raises PT to $99 from $61 PT. 2 - Hires former AWS executive Christopher Sailer. https://t.co/HvXq0meHLQ
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@moninvestor · Bullish $IREN +10.17%. MSFT -> NVDA -> DELL -> Next Anthropic? The Leopold connection: - Leopold Aschenbrenner's Situational Awareness LP increased its IREN position. - His fiancée Avital Balwit is Chief of Staff to Dario Amodei at Anthropic. Australia: - Anthropic announced its https://t.co/scyCklkd06
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@moninvestor · Bullish @daniel_koss Congrats on your success. NBIS is doing very well. + great interview. Made me more bullish on $IREN. 😅
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@moninvestor · Bullish Bought more $IREN today. > 4.5GW secured power > Australia expansion? > SW1 energization + deal? Stock down 45% from all time high. https://t.co/AOJg7nK2Mx
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@moninvestor · Bullish $IREN Jevons Paradox. Simply means that when something becomes cheaper and more efficient to use, people end up using a lot more of it, not less. In AI, as chips and models become more efficient, companies and developers massively increase usage by training bigger models, https://t.co/DVQpeEM6WC
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@moninvestor · Bullish $IREN Jevon's Paradox. Simply means that when something becomes cheaper and more efficient to use, people end up using a lot more of it, not less. In AI, as chips and models become more efficient, companies and developers massively increase usage by training bigger models, https://t.co/DVQpeEM6WC
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@moninvestor · Bullish $IREN Javon's Paradox. Simply means that when something becomes cheaper and more efficient to use, people end up using a lot more of it, not less. In AI, as chips and models become more efficient, companies and developers massively increase usage by training bigger models, https://t.co/DVQpeEM6WC
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@moninvestor · Bullish @AvivArazi IREN just getting started.
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@moninvestor · Bullish $IREN Last few days have been insane for the stock. > Just today, first $5.5 million and then $8.9 million in call flow on the stock. > Volume is the largest in 3 months. > Q3 FY26 earnings will be released on Thursday, May 7, 2026. > The old bull is back @Umbisam. > https://t.co/6JN3SGt7UI
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@moninvestor · Bullish $IREN I’m telling you, someone always knows something. First $5.5 million, and now $8.9 million. 🤯 https://t.co/a2m0cAWpR3
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@moninvestor · Bullish $IREN Someone knows something. 👀 $5.5m calls❗️ https://t.co/pWKSfXLFU5
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@moninvestor · Bullish $IREN HIT $50. 🔥🔥🔥 https://t.co/SQqAwayyBW
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@moninvestor · Bullish Let’s be honest, this reads like Chamath is indirectly describing $IREN. This is what I’ve been saying from the start. Over time, as more data center projects get cancelled or delayed (for various reasons), the value of existing, fully powered assets increases. Power + approved https://t.co/c7LtUyVOTL
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@moninvestor · Bullish The Microsoft deal was a genuinely significant moment for $IREN because it proved to the entire market that the company can land a hyperscaler at scale and actually deliver. Retail has largely moved on because the deal is done and attention has shifted to what comes next. But
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@moninvestor · Bullish $IREN - "The companies that truly outperform usually have a real advantage that compounds over time. They solve something better, scale it, and build things like network effects, switching costs, and cost advantages. Early on, it’s hard to see clearly, which is why mispricings https://t.co/smw1LCDdYX
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@moninvestor · Bearish $IREN is now down 50% from all time high. 😬 https://t.co/DDfNQ2AVIK
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@moninvestor · Bullish Bitcoin is not something you can consistently time. That’s why I’m glad $IREN sells most of the Bitcoin they mine right away. Even people who live and breathe this market, like Tom Lee, have been all over the place. At one point he was calling for $150K to $200K by the end of
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@moninvestor · Bullish $IREN while some retail investors are panicking over the $6bn ATM, analysts at Arete Research are raising their price targets. I’ve never been more bullish. https://t.co/GCGJlAwskJ
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@moninvestor · Bullish $IREN CEO was asked point blank if OpenAI is a partner. He said "can't comment." 🧐 OpenAI is one of the largest AI company in the world and the company that started the AI revolution. A partnership with IREN would change everything. https://t.co/vtYJIRrSy9
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@moninvestor · Bullish $IREN whole competitive advantage is that they already own large-scale, grid-connected land and data center sites. When communities successfully block new data centers, like potentially in New Brunswick below, it makes existing permitted and operational sites more scarce and https://t.co/EpaJ2x0Gp2
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@moninvestor · Bullish $IREN just appointed a new Chief Innovation Officer and when you read John Gross's background, this is big news. He brings two decades of data center engineering experience with deep expertise in high-density and liquid-cooled data center design. He also serves as Vice Chair of https://t.co/4iyMxmPaCW
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@moninvestor · Bullish $IREN AI needs power. A lot of it. Global data center electricity demand is set to quadruple over the next decade. The companies that own the power infrastructure are going to win this cycle. IREN controls 4.5 GW of power capacity and has only monetized around 10% of it so far. https://t.co/I6vmzcNRUD
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@moninvestor · Bullish $IREN currently at $60.25 pre-market. - Earnings next week on February 5th. - Same day as Amazon. 👀 - Major deals could drop anytime now. - Already locked in a $9.7 billion deal with $MSFT. https://t.co/wbIgfL4pW8
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@moninvestor · Bullish @Alex83110581 I will go all in if IREN drops to $15.
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@moninvestor · Bullish @Joeperry1963 No, I prefer IREN. Still very much bullish on the stock.
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@moninvestor · Bullish @27macneil Anything can happen, but I currently own 7 stocks from that list, with IREN making up over 50% of my portfolio.
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@moninvestor · Bullish $IREN Think long term when you invest in this stock. In every industrial revolution, the infrastructure lasts longer than the machines built on top of it. I like the analogy Dan, IREN’s CEO, used that AI data centers are like rail tracks. Trains come and go and get upgraded,
Latest calls
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$IREN · Bullish My biggest gain came from adding to my highest-conviction stock while sentiment was at an all-time low. > $IREN at $5-6 in April 2025. Since then, the stock is up over 1,000%.
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$KEEL · Bullish $KEEL - The CEO is confident on getting 3 leases signed this year. https://t.co/tNS1KybMIC
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$KEEL · Bullish $KEEL - I started a position right after making this post. I’m currently up 15%. Read this to learn more about the ticker. The stock had an incredible recovery today, up 8% intraday. https://t.co/PgjMibJps8
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$OUST · Bullish Roth initiated coverage on $OUST with $75 Price Target. Current price: $42 The firm expects the company to evolve into a physical AI solutions vendor that can adapt its offering based on customer needs. This is just the start. https://t.co/szuvznNcLn
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$PENG · Bullish One of the stocks I found on X is $PENG. I’m already up 40% in a month. I’m still not done researching the stock, which is why I haven’t posted about it yet. But I believe it has huge potential. Thanks to @pennycheck for sharing his DD. https://t.co/Np80ltfynJ https://t.co/wgcROdE2Vu
Risk read
- No major grifter signals detected.
Score breakdown
- low win rate49.5
- concentration0.0
- young account0.0
- outlier dependency20.7