The Tech Investor Capital @TheTechInvesf
Fulbright Fellow & Cambridge PhD Reject Turned Full-Time Investor | All-In On Al Infrastructure | Stocks That Can Double In 12 Months | MA @Dartmouth | NFA Hanover, NH Joined August 2009-
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🚨 BREAKING: $IREN CLOSES 1% $3B CONVERTIBLE NOTES OFFERING No dilution before $110.30 This insane capital raise doesn’t make sense unless something huge is coming
🚨BREAKING: $IREN ANNOUNCES $2 BILLION CONVERTIBLE NOTES PRIVATE OFFERING Oct 14 2025: $IREN closed $1B notes offering. Nov 3 2025: $IREN announced $MSFT deal.
The banks were given an option to buy an extra $400M. They had 13 days to make their decision. Yet, they exercised the option IMMEDIATELY. Insane oversubscription!
Why I’m still bullish on $IREN Because in 4 months, $IREN went from 3GW to 5GW + global pipeline ; from bare metal to software + bare metal + North America constraint to having presence in both Europe and APAC + $MSFT dependant to having $NVDA as the only neocloud to have a software deal with a MAG 7 + from Sweetwater missing the deadline to be energized on time. The first half of 2026 is insanely bullish but unfortunately 99% of so called investors follow the price action more than the business itself.
What has changed since $IREN hit $80 in November 2025? 1. Sweetwater 1 was energized. 2. $IREN announced building Oklahoma (1.6GW) data center. 3. The company increased its power capacity by 66% in 4 months reaching 5GW. 4. The company disclosed having a global power pipeline.
🚨 JUST IN: US CLEARS H200 CHIP SALES TO 10 CHINA FIRMS AS $NVDA CEO LOOKS FOR BREAKTHROUGH - Approved Chinese firms include $BABA, $TCEHY , ByteDance, sources say - Lenovo and Foxconn win US approval as H200 distributors, sources say
They are cooked 🤷♂️
NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
$CRWV Insider sold $1.2B worth of the stock this month. Source: @TipRanks
What has changed since $IREN hit $80 in November 2025? 1. Sweetwater 1 was energized. 2. $IREN announced building Oklahoma (1.6GW) data center. 3. The company increased its power capacity by 66% in 4 months reaching 5GW. 4. The company disclosed having a global power pipeline.
What has changed since $IREN hit $80 in November 2025? 1. Sweetwater 1 was energized. 2. $IREN announced building Oklahoma (1.6GW) data center. 3. The company increased its power capacity by 66% in 4 months reaching 5GW. 4. The company disclosed having a global power pipeline. 5. The company announced its expansion in Europe. 6. The company announced its expansion development in Australia. 7. Announced its strategic partnership with $NVDA to accelerate deployment of up to 5GW of AI Infrastructure. 8. $NVDA is a new $IREN customer. 9. $NVDA to invest up to $2.1B in $IREN. 10. $IREN raised $2.6-$3B with 1% annual interest and $110 capped calls.
$IREN has been ahead of the herd since 2018 "As Iris Energy scales up, it intends to build up to 750MW of data centre capacity across multiple global locations to serve increasing customer demand." $IREN & $DELL Memorandum of Understanding signed in 2020 Two years after founding $IREN, the target was building 750MW data centers across multiple global locations. That was in 2020 before the AI boom which started in 2023. $IREN global capacity today: 5GW $NBIS 2030 guidance supported by $NVDA: 5GW You are not bullish enough on probably the first Australian trillion dollar company.
Fact: $IREN has 2 of the largest data centers on the planet: Sweetwater (2GW) and Oklahoma (1.6GW). It’s the only neocloud that is competing with Mag 7, $OpenAI, $ORCL, and $xAI. I am not aware of any other companies that have +1GW data centers in one place. $CRWV & $NBIS are
Today, the entire sector was red except two names: $IREN & $HUT $IREN 75M traded shares (the third largest volume in the company’s history) + being up nearly 3% was a vote of confidence in the company after raising $2.6B at 1% coupon. (The second best offering in the company’s history) Those who stepped in are not retail. Retail don’t move a stock on such a red day.
🚨BREAKING: $IREN ANNOUNCES $2 BILLION CONVERTIBLE NOTES PRIVATE OFFERING Oct 14 2025: $IREN closed $1B notes offering. Nov 3 2025: $IREN announced $MSFT deal.
Fact: Every single Wall Street analyst who covers $IREN raised their PTs or maintained them after $NVDA deal and the two acquisitions. The most recent one is BTIG.
🚨BREAKING: MIRANTIS, $IREN NEW SOFTWARE WING, ANNOUNCES PARTNERING WITH SATURN CLOUD TO DELIVER A FULL-STACK AI PLATFORM FOR NEOCLOUDS AND ENTERPRISES
🚨BREAKING: MIRANTIS, $IREN NEW SOFTWARE WING, ANNOUNCES PARTNERING WITH SATURN CLOUD TO DELIVER A FULL-STACK AI PLATFORM FOR NEOCLOUDS AND ENTERPRISES
Anthony Lewis, $IREN new Chief Capital Officer, who has over 2 decades experience at Macquarie was Dan co-worker before 2018 in the same group *1% annual interest for nearly $3B + Capped calls at a 100% premium is incredibly successful offering and rare in the market. Underestimated management!
🚨BREAKING: $IREN PRICES UPSIZED $2.6B (INSTEAD OF $2B) CONVERTIBLE NOTES OFFERING (1.00% COUPON + 32.5% CONVERSION PREMIUM + 100% PREMIUM) 🔥🔥🔥
🚨BREAKING: $IREN PRICES UPSIZED $2.6B (INSTEAD OF $2B) CONVERTIBLE NOTES OFFERING (1.00% COUPON + 32.5% CONVERSION PREMIUM + 100% PREMIUM) 🔥🔥🔥
🚨BREAKING: $IREN TO OFFER A COUPON OF 1% TO 1.5% ON THE $2B CONVERTIBLE BONDS WITH A 27.5% TO 32.5% PREMIUM Bloomberg
🚨BREAKING: $IREN TO OFFER A COUPON OF 1% TO 1.5% ON THE $2B CONVERTIBLE BONDS WITH A 27.5% TO 32.5% PREMIUM Bloomberg
🚨BREAKING: $IREN ANNOUNCES $2 BILLION CONVERTIBLE NOTES PRIVATE OFFERING Oct 14 2025: $IREN closed $1B notes offering. Nov 3 2025: $IREN announced $MSFT deal.
@conloco_tx Thank you!
$IREN Just posted new jobs in Austin this time 1. Head of Energy "In charge of the company's energy strategy and execution across global portfolio, with a primary focus on the ERCOT market." 2. High Voltage (HV) Maintenance Technician "Plays a critical role in powering mission-critical, next-generation data center infrastructure by ensuring the safe, reliable operation of high-voltage substations ranging from 13.8kV to 345kV."
🚨 $IREN PT RAISED TO $90 AT MACQUARIE Who’s buying the dip? Definitely not retail.
🚨 $IREN PT RAISED TO $90 AT MACQUARIE Who’s buying the dip? Definitely not retail.
🚨BREAKING: $IREN ANNOUNCES $2 BILLION CONVERTIBLE NOTES PRIVATE OFFERING Oct 14 2025: $IREN closed $1B notes offering. Nov 3 2025: $IREN announced $MSFT deal.
🚨BREAKING: $IREN ANNOUNCES $2 BILLION CONVERTIBLE NOTES PRIVATE OFFERING Oct 14 2025: $IREN closed $1B notes offering. Nov 3 2025: $IREN announced $MSFT deal.
$IREN PT raised to $46 at JP Morgan This is the only bearish street analyst!
40% of $IREN 5GW power portfolio was added in the last 4 months.
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