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$IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected.

Shay Boloor

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164,255 просмотров • 1 месяц назад •via X (Twitter)

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AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

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AI is exposing a simple truth: digital innovation is accelerating faster than the physical infrastructure required to support it. $IREN was founded to bridge that gap – deploying large scale, grid-connected data centers at unprecedented speed to power the high-energy demands of tomorrow’s compute.

AI is exposing a simple truth: digital innovation is accelerating faster than the physical infrastructure required to support it. $IREN was founded to bridge that gap – deploying large scale, grid-connected data centers at unprecedented speed to power the high-energy demands of tomorrow’s compute.

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292,328 просмотров • 8 месяцев назад

These are the top AI infrastructure, power, and energy companies that will make you a millionaire in 2026: 1. IREN LIMITED $IREN - still the star; AI cloud, Microsoft validation 2. Cipher Mining $CIFR - miner-to-AI twin; AWS deals, power pipeline 3. Eos Energy $EOS - energy storage, huge pipeline 4. Oklo $OKLO - modular nuclear leader, Meta ties, Trump policy nods 5. NuScale $SMR - reactor builder, policy tailwinds 6. Applied Digital $APLD - data center infrastructure 7. Energy Fuels $UUUU - uranium needed for AI 8. TeraWulf $WULF - clean, low cost energy 9. Nebius Group $NBIS - pure AI cloud; GPU clusters 10. Vertiv Holdings $VRT - data center cooling, critical for AI 11. Vistra $VST - nuclear/gas mix, AI load growth 12. Constellation Energy $CEG - largest U.S. nuclear fleet, reliable base-load for AI All my buy and sell signals in Discord @

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I still own $IREN because I think the market is underestimating both the $NVDA alignment and how hard its power footprint is to replicate. If the company can turn ~5 GW of secured power into Nvidia-aligned AI cloud capacity then the market may start valuing the 10x gap between its power base and near-term AI cloud needs.

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85,946 просмотров • 1 год назад

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

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MARA expands its AI infrastructure pipeline by entering into an agreement to acquire Long Ridge Energy & Power, which owns, among other assets, a highly efficient 505 MW nameplate CCGT power plant and over 1,600 contiguous acres in one of the world’s largest AI and data center infrastructure markets. Read the full release:

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AI data centers are projected to use more energy than the country of Japan. Trump’s solution is beautiful: Force AI companies to build their own power. Meanwhile, Elon applies to launch one *million* satellites to put AI data centers in space.

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Peter St Onge, Ph.D.

120,212 просмотров • 4 месяцев назад

$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure

$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure

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Think bigger than data centers. Much bigger. Elon Musk just unveiled SpaceXAI's first AI satellite, a spacecraft designed specifically for running AI workloads in orbit. The satellite features 150 kW of solar power, a 70-meter wingspan and massive radiators to dump heat into space, solving one of the biggest challenges in scaling AI. But this is just the beginning. Musk says truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, meaning millions of tons of infrastructure in orbit. The long-term vision isn't AI running in data centers. It's AI running in space at a scale that's impossible on Earth. Elon Musk

Tesla Owners Silicon Valley

19,152 просмотров • 26 дней назад

Day 88 of researching a stock a day until I can quit my job. Today we’re looking at AI data center power $IREN $NBIS

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$IREN CCO KENT DRAPER TALK ON AI GIGAFACTORIES $IREN CCO Kent Draper: We were ready for this moment [AI and HPC] and been exploring it for a number of years but the market wasn’t there to make it commercially viable. When the business was founded, our two co-founders have a background in large scale institutional infrastructure banking, and they could see this infliction in the industry where the world was becoming more data dependent. It was very obvious to them that we were going to need power-dense compute, particularly with access to renewables, which is a big part of our story. Design [of data centers] is the easy part. Delivering infrastructure at this scale is not simple. I think our minds this was never actually a pivot for us. Lenovo SVP Vlad Rozanovich: Time to first token is a metric that so many people like $IREN look at because it’s how you maximize value and profit as soon as you can. Daniel Newman: You can’t have a bubble and have AI eating every industry, either too good or not good.

$IREN CCO KENT DRAPER TALK ON AI GIGAFACTORIES $IREN CCO Kent Draper: We were ready for this moment [AI and HPC] and been exploring it for a number of years but the market wasn’t there to make it commercially viable. When the business was founded, our two co-founders have a background in large scale institutional infrastructure banking, and they could see this infliction in the industry where the world was becoming more data dependent. It was very obvious to them that we were going to need power-dense compute, particularly with access to renewables, which is a big part of our story. Design [of data centers] is the easy part. Delivering infrastructure at this scale is not simple. I think our minds this was never actually a pivot for us. Lenovo SVP Vlad Rozanovich: Time to first token is a metric that so many people like $IREN look at because it’s how you maximize value and profit as soon as you can. Daniel Newman: You can’t have a bubble and have AI eating every industry, either too good or not good.

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